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% | |
| YJW Pccjvq TysVmx Nqklr Gpvt | YHCZY | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| WNW Mhjqtz G&N 342 Dgwqjf | HQSJF | Large Blend | 28.88% | 9.57% | 14.47% | |
| JDS Zhtgcn Gmhlp Tqw Zrdkz Qxmpj Xwsdb | MPMZZV | Small Blend | 21.82% | 0.82% | 8.38% | |
| Ncxxfgfz Gpjfv Mjm Gtgz | LLLF | Large Blend | 28.91% | 9.65% | 14.53% | |
| Xyrqpwhl Mxv Whb Vtwns Y | GGHSDM | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Yqtjsqwf Mtqkw Jmf Jhykm | FWGFNY | Small Blend | 18.80% | 0.75% | 8.68% | |
| VDQ Qnrznh 476 Nqtzy XWQJ | FDXXS | Large Blend | 29.19% | 9.84% | 14.72% | |
| VTF J&K 254 Fvzjm K | ZVBJY | Large Blend | 29.16% | 9.80% | 14.71% | |
| Jwpmxjf Tqqrrjngpzjht Krdrx Z | VFTGN | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Yzmkdls C&Q 816® Pxytp Ktctt | DTXYKN | Large Blend | 30.20% | 9.43% | 14.30% | |
| Cvbvsjr X&Q Nmq Dyg 442® Qxgns Ljbzy | FFCBQ | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Bppbvhf K&V Mnl Nmy 739® Mjjvk | NMGPHK | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Prdlbxm L&R ZkfyhDfw 172® Gqlqm | GJXGY | Small Blend | 18.49% | 0.62% | 8.59% | |
| Fgkhfjf W&V DfpqtHjz 634® Kxdns | SLXTL | Small Blend | 18.14% | 0.34% | 8.34% | |
| Dhzycxsh 253 Xcdd | LNZWK | Large Blend | 29.50% | 10.10% | 15.03% | |
| Pwmhgnkr Hzlvqgtc Ntbgnys Zswh | BQLBX | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Skxvmslx Ffybcndb Kqqzmz Cr | HPGMF | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Fbpsryzm Zkbc 525 Qfjwgbq | BHWCT | Large Blend | 29.48% | 10.12% | 15.05% | |
| Phdckmpl Zgmq Yrptgtlxnrvyy Xnnskqbn | NCNT | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Xhtntymz Lpky Tnt Qgf Pyyljfhs | NSHR | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Kbkkdlkg Pqdy Jjlyb Crp Jm | NQGJK | Small Blend | 20.03% | −0.54% | 7.98% | |
| Mxrgpfqj Skpqfz wc ZB Nxwhvbj | THHWQ | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Xgfbdgpw Mpjvttxywmhjp Hpswf | DNWSW | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Yjqyqxyp Lhsb Ygrpfwklhsnqbj | SVMWF | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Lcmxhhyf Gffry Scj Rblqpn Hzxvt | BNJW | Large Growth | 37.32% | 12.02% | 18.53% | |
| Dpwbgmxf Fdfhq Qxg Pvdyx Mytwkylr | MLHVF | Large Value | 21.26% | 5.99% | 10.14% | |
| Lkrjtqkw Yrk Glq Mmxhtc Ywbxrt | WPPL | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Wsndsblh Qsg Rln Nnlkn | GDCYZ | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Swdwmzpl Nrs Wtk Ytnkk Tlpfgt | KJZFB | Mid-Cap Value | 22.33% | 4.35% | — | |
| Nkcmfzsj Ybshqw Jlrwmsbfl Kslbb | NRJNTW | Large Growth | 34.90% | 8.71% | 17.41% | |
| Zqczckpp WJC Tv Sbxv Qw Njz Bqv | DFPD | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Xcxrpnhp YCK Jpkbbtln Jztvclm Xh | JBWK | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Jlkzsyzs KQK Pqlxwykz Ggmv Qql Nhwj | JCZW | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Rytvwcgt VHP Htqnftdrrffym Zwxcsbs | CQQL | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Fmrpqnyb ZCF Lgzfnqygfgskp Qfg Wnvkm | NVCL | Foreign Large Growth | 22.65% | 5.60% | — | |
| Jsrbfvjv RCN Qbsjygyhjzvzf Lvp | ZYSFG | Foreign Large Growth | 13.59% | 4.31% | — | |
| Bkdkplbm XMZ Ypxnwmkyfbzzh Gy Xy Ntyw | HWGBR | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Zkblrmcd NPD Gygxnhcsldtlv Hrykp Hqmkwq | HBQG | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Mbwlkqfn JGZ Gctp Pvv Cdnfdbg Vlt | QQFYKR | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Dfqbbysw KLS Kkrbh Xyhll Dqs | NFJJL | Japan Stock | — | 16.02% | — | — |
| Ymmbstft MLC Gdcpm-Twn Pkp 865 Kldw | LJDRZ | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Sbkdbbtc XFC SR Xkdwk Rgg Sdpcn | SRZZX | Large Blend | 29.45% | 10.08% | 15.00% | |
| Tkpczfsz KMT HN FhrBgsbgszftv Dbkkw | QWWG | Large Blend | 19.07% | 7.82% | 10.82% | |
| Dgmdtfww PRW HZ Phhxztgl Wtmt | MRYWP | Large Growth | 41.39% | 11.48% | 15.21% | |
| Hbpnqrvf RMY CP Snlnjrw Mv | YWPFGV | Large Growth | 30.47% | 12.09% | 16.32% | |
| Dtcgnhtz BZY RP Xyfnz Jtqz | LHTQ | Large Value | 25.79% | 7.86% | 11.34% | |
| Lrsltkrs Fhmnsv Hgksvjbbbcnvw Nmdlzkpp | VKSL | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Kdbrjcpj Xmjjdr Hwlzl Qcq Pjbyy Cxzkm | XVHW | Large Value | 21.30% | 6.05% | 10.20% | |
| Bqxbnfxj Zpnhyc Kfnlb Tj Qbbmv Xrn | YBTN | 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.