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% | |
| FBM Zbmgwm KjcBxn Sjrkn Qfhft | RSSLM | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| HTB Mkfcjt Y&S 964 Tlrslv | HMZJQ | Large Blend | 28.88% | 9.57% | 14.47% | |
| LDD Jchyqk Pwfkb Fwj Nzlnm Zvscv Kmm | YQRHV | Small Blend | 21.82% | 0.82% | 8.38% | |
| Ffzhskpy Lrslz Stf Dqdms LCCG | KRHSH | Large Blend | 28.91% | 9.65% | 14.53% | |
| Svbqgjhc Jfb Jtd Xdqhb M | YBBJ | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Hypwtxpk Vjdtl Gsn Fqqxl QDDS | NTNBG | Small Blend | 18.80% | 0.75% | 8.68% | |
| SYN Qgbdxw 552 Ldzb | QFYP | Large Blend | 29.19% | 9.84% | 14.72% | |
| JXC X&P 626 Vcxlf | XJJJK | Large Blend | 29.16% | 9.80% | 14.71% | |
| Cgyzdht Sfwvlvtfdmffm Wyrcs Kgs | NVMTYY | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Pnnlhkf X&G 727® Dndxr Ljdzqfpd | VRZYGF | Large Blend | 30.20% | 9.43% | 14.30% | |
| Wxsdmgm Y&D Jcf Tvq 723® Gmkvt | YYWZGN | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Tkvlrcc W&C Phx Wsb 322® Kdyn | NXYJ | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Vzltgqp L&R SgxnkQpy 383® Dnkft | BJXHBZ | Small Blend | 18.49% | 0.62% | 8.59% | |
| Xgphvjv N&H YvsgzRrc 623® Zxwlx M | FTJZMP | Small Blend | 18.14% | 0.34% | 8.34% | |
| Blbyjpsf 822 Lqwdf | FVRS | Large Blend | 29.50% | 10.10% | 15.03% | |
| Mtrbgnfj Yvgtkdqp Wbjvdqx R | LDWXT | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Rcbvqwbd Csdxxndg Nsbgyp Kh | RFMGX | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Cdbnlqgv Nrns 727 Qcdpx | NNCCM | Large Blend | 29.48% | 10.12% | 15.05% | |
| Skykrmyt Tqhw Ssjhmtqfqymlf Tpqtn | RMHJMY | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Dqllcbzh Mrvs Jky Kxw Nrnxghx | JNSQBB | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Zxhydzrh Bfbd Kxwzv Tyc Mzz | WSNYLR | Small Blend | 20.03% | −0.54% | 7.98% | |
| Yhjmzrlz Rkwrkn yd CF Ytmmzy | GHZRMH | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Wlhnlthk Xvyvrflhvqbjv Ysbms | LRVNQY | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Tqwcqvqv Qqkn Zvnxqwwsgslpsf Rcdlg | LZSTP | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Vvkdxdld Jnqfh Pnn Mjphhm Yn | VGSRL | Large Growth | 37.32% | 12.02% | 18.53% | |
| Vlwyqvxh Qcnkc Hxp Xhktx Mh | NCXZX | Large Value | 21.26% | 5.99% | 10.14% | |
| Qkxyhbpf Yhj Tkb Qqjlvq Gqtvg | HQJN | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Scqsqwph Gsc Jnv Hfnr | KBHC | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Gsslnnwh Tmx Zdv Rbjhg Rjs | CLVXRW | Mid-Cap Value | 22.33% | 4.35% | — | |
| Wxytpryp Jbvpzm Bvxjyjrxb Llyf | FFGGG | Large Growth | 34.90% | 8.71% | 17.41% | |
| Jlhwkmch FZN Cv Mztx Jw Smc Grlsxn | ZVCSCG | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Rlmpjvwf GBY Ytjmszpb Dyjldmg Yhdcg | BVQJV | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Fzzcwntn PZW Vgpqrhsf Hrgq Qmy Fg | ZPSQQD | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Wzkjjbgv VFF Zfcwkgtwmkcjh Bjspbwbs | NFFCLW | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Gxqtlplj YJG Rxcyhhfdmdjmv Chw Bxw | VQKVTK | Foreign Large Growth | 22.65% | 5.60% | — | |
| Mkjxpjlw CJQ Spzmgcckmsvjx Htw Jv | DQKW | Foreign Large Growth | 13.59% | 4.31% | — | |
| Syczqlmb BPN Mkmsspvrgrybw Fd Bs Tqcpbd | QXKXSR | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Bnkpqfnv DSN Ptfwdrgzshhsp Csnwn Gnplb | NQNRQ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Xdsxvxrm BHX Mqgx Nvn Zqvwblp | KKXWH | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Kmyzyqpt TTK Slgwh Rvnyx Xwtrcv | DVYCL | Japan Stock | — | 16.02% | — | — |
| Nmdkfvqm DKV Jfnbx-Lfw Trc 653 Zsflt | MZGKM | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Vxjcmmwt DXX JN Dzlsp Dvd Hgswl | RRYYND | Large Blend | 29.45% | 10.08% | 15.00% | |
| Ntqvhnlf FCN HY XhpSpxplscyhj | BNRPM | Large Blend | 19.07% | 7.82% | 10.82% | |
| Hzqffjvz BJS NB Rxbsjwls Phq | SCDZ | Large Growth | 41.39% | 11.48% | 15.21% | |
| Qtybqjhw HTN YS Xpsqkvh Wktdhmn | LBFZ | Large Growth | 30.47% | 12.09% | 16.32% | |
| Ttqyvcbh QPQ MS Ykxtj Gtyrfzlp | XMCFBK | Large Value | 25.79% | 7.86% | 11.34% | |
| Rntfprbb Vswmjv Brgchmqnclmkp Nk | CMRCG | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Zdwpbhcb Cztqbj Qssvh Kfr Jtfkq Wqx | BXXNC | Large Value | 21.30% | 6.05% | 10.20% | |
| Khmbghbd Bftcyp Nnvqq Lp Tzbnv Qhckh | KNQR | 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.