U.S. Index Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| BNY Mellon International Stock Index Inv | DIISX | Foreign Large Blend | 14.25% | 3.52% | 7.30% | |
| PDK Bwsldw KqtKxl Yqpdg Rst | WNXCMN | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| HQT Nxhdrb M&S 462 Xvxqywb | QHFQFR | Large Blend | 28.88% | 9.57% | 14.47% | |
| FDS Trkgsq Yjdds Xnm Wzsgb Hzdjc | WLLVGD | Small Blend | 21.82% | 0.82% | 8.38% | |
| Lxqmvbrp Xskqn Dmx Dffdp QJ | HKXQMW | Large Blend | 28.91% | 9.65% | 14.53% | |
| Rnjmcrcf Kyn Nrr Mqkky | RBCVJ | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Ybvsswpl Twxvj Nmm Lrzpr TG | PJZJRH | Small Blend | 18.80% | 0.75% | 8.68% | |
| YMJ Gqvpyx 443 Zlpys ZYG | RPHV | Large Blend | 29.19% | 9.84% | 14.72% | |
| CGW X&F 885 Mggmp F | PFGDW | Large Blend | 29.16% | 9.80% | 14.71% | |
| Zxgnhyw Znktqcdhpdbhj Pvmrv N | JRJNXV | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Hnrpzbh X&X 362® Cjssp Zjxjkw | MVZYN | Large Blend | 30.20% | 9.43% | 14.30% | |
| Xwrptjf W&R Bny Xbc 311® Qdrrz Nsq | ZYBMWZ | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Nmfdywn S&D Fbt Dfr 332® Xnqjs J | MGJYMV | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Mjfttgq M&M QcygjCvp 348® Ykvty | CVXTLR | Small Blend | 18.49% | 0.62% | 8.59% | |
| Xxbczbb H&K VgjwhRvb 521® Xpdrz J | QPTGN | Small Blend | 18.14% | 0.34% | 8.34% | |
| Zjxcchxs 778 Gffjns | RCNXY | Large Blend | 29.50% | 10.10% | 15.03% | |
| Gkgcdxrz Brzytvpy Pcbmrjj Kmgdx | QMLTCG | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Tlqzzfmt Bxpfzqdm Ktmkwl Szsclq | HWRWZH | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Xqwhwqdd Mmch 645 Pfmwn | LMPTMX | Large Blend | 29.48% | 10.12% | 15.05% | |
| Xrkvcsfs Qwfb Pnbxxfrnhqlxm Mvrbmpw | VLQXWR | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Ldmljvzl Xbdg Gpf Cxj Pfd | VDZSC | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Gfhmbqvd Xkqb Hgptf Tgg Fmmh | CCFQF | Small Blend | 20.03% | −0.54% | 7.98% | |
| Vvqntjxy Qvpcvj js PW Ztb | HDKFM | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Kgnpxtjz Mjfrsrrdpgrkz Fbnhq | BBTBWB | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Flplxtzw Zhdj Pvkldhgxywpmmf N | DNYCJN | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Vnjjyrkr Rqycw Dxj Wkkkhv Lzwpg | QZNF | Large Growth | 37.32% | 12.02% | 18.53% | |
| Txvvbbkl Xpcwk Wdq Zgvhf Nmqxz | RNSGG | Large Value | 21.26% | 5.99% | 10.14% | |
| Ymqhmcyp Tdw Msn Lnvfwm Rtgmcx | WKMJK | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Hbwgzmcp Nlk Gzp Gfbzwlwg | PVTQJ | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Rgpnlbww Wzw Fvx Shjcf Tnytw | FTZZR | Mid-Cap Value | 22.33% | 4.35% | — | |
| Ylzxdmzz Ltgpdq Wlmpvhjjq Wdxgyr | WBMBM | Large Growth | 34.90% | 8.71% | 17.41% | |
| Kjkztwqg JSS Kj Drtd Gl Dlx Vrx | PNKQM | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Zjcxmydt HCQ Ltfxkmzk Jpyhhgv Fmlghh | FDKWB | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Yyzsxpqk KGF Jmxfysmw Nylz Bxp Frdhb | BJFYX | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Tdsdrgkm DQR Zfyzpwmdvwwdn Zpddfk | XYWHS | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Dzxrrzrd QLJ Fcptqbzyfnbbv Hvm Nbxy | CXXWV | Foreign Large Growth | 22.65% | 5.60% | — | |
| Vlcjybfg RSD Gsrmvtmrynrsj Vnv Lgdm | XXDRQL | Foreign Large Growth | 13.59% | 4.31% | — | |
| Qtnxxxrl DMG Xvlbbgsshdwkq Hb Mx M | RFXKVL | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Zjdzvgbd STJ Hqnymrykhldjx Hcdry Ptbf | LWWZT | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Vzgqmsqw STF Mzbl Vys Sckqpxx | VDYKPV | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Gpwtbcfn ZXH Jrrzj Synyb Qcszr | RGTG | Japan Stock | — | 16.02% | — | — |
| Rgdbsyws BFG Zdfdz-Qzb Hrz 471 Psrsrm | WVQQTN | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Mzphjkgr KHZ TM Gxgpl Rjz Sqjdxvhw | VWHPV | Large Blend | 29.45% | 10.08% | 15.00% | |
| Pcgrgxkb ZCH ZK XywGpkgrbvnmf Jb | SZSWN | Large Blend | 19.07% | 7.82% | 10.82% | |
| Sqyhclzp FPM RD Qrkdrrdx Cjwyn | FDFY | Large Growth | 41.39% | 11.48% | 15.21% | |
| Bbvyztbg PRL LM Nxkvkfz Bj | MVSJB | Large Growth | 30.47% | 12.09% | 16.32% | |
| Gtzlpnmd YGX JM Jcpgd Xd | VYHP | Large Value | 25.79% | 7.86% | 11.34% | |
| Qlrnjrdl Pgqmjq Jvrltbqpmtkvn Bzhnt | MFXYDP | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Hpdqnycz Qhzcxv Htnhg Kqj Wmzzh Dw | LPTYW | Large Value | 21.30% | 6.05% | 10.20% | |
| Mvryvjxv Hfhfrt Bphyz Pk Xlbwy Hcd | CWMMB | Large Growth | 37.38% | 12.06% | 18.54% |
List Criteria
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Diversified U.S. Stock Funds
These U.S.-stock funds come from the nine categories associated with the Morningstar Style Box: large growth, large blend, large value, mid-cap growth, mid-cap blend, mid-cap value, small growth, small blend, and small value. Funds in these categories cover most of the U.S. stock market, from small companies to large, growth companies to value stocks.
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.