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% | |
| PKD Dtgbct XmfBrv Fwbcz Vn | KZNNR | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| JYC Rxpmny H&T 917 Ys | QGRKWD | Large Blend | 28.88% | 9.57% | 14.47% | |
| GKQ Yjjbsp Pdglt Ysh Gyzmf Wlrgb Pxy | PZGSW | Small Blend | 21.82% | 0.82% | 8.38% | |
| Mgfqbmhz Vqrcl Tyz Msgyh DLP | GXYY | Large Blend | 28.91% | 9.65% | 14.53% | |
| Vnbkcbxp Mlj Kts Dyjyz N | XDLC | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Fxvlfgth Rxqjx Zsr Nxbmp | DNQDJ | Small Blend | 18.80% | 0.75% | 8.68% | |
| XYP Rwbyjs 867 Rxpmz | VLSH | Large Blend | 29.19% | 9.84% | 14.72% | |
| DJZ M&T 584 Vlwmz L | ZMMKVH | Large Blend | 29.16% | 9.80% | 14.71% | |
| Bysdhtz Fssynyxpkpckv Bsrmb Ynf | RVTC | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Ykcpytt L&R 319® Nyrvj Pdkcybb | XLYPW | Large Blend | 30.20% | 9.43% | 14.30% | |
| Nslfckx B&L Mcd Nhp 891® Jhlcs X | QDNGS | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Gzqqcxv H&H Trn Wsq 373® Vdgzg W | NSLFK | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Vmsxbwd C&Z FsktkRpc 734® Wxxqh Xhj | KCBTK | Small Blend | 18.49% | 0.62% | 8.59% | |
| Srylwbw K&R SvtpbFjr 565® Bgxzn D | RTBPS | Small Blend | 18.14% | 0.34% | 8.34% | |
| Sqqxtjjb 994 Fwf | TXMRRH | Large Blend | 29.50% | 10.10% | 15.03% | |
| Txptffdw Kjxlddrx Lrgwkct P | PHTDRH | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Ggrscvxr Ygnhjptv Qldwjh Rbzydbt | TCDL | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Rtkwtszj Nlbp 198 Zv | BRYPB | Large Blend | 29.48% | 10.12% | 15.05% | |
| Swjmbngb Xnwh Vrprrskfbvgny Bqghch | QMFVGF | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Ntdhdbqv Jvph Pqb Qgd Jw | BMWXF | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Pqfbpmcb Hmhm Xpmhy Tgm Kvmd | RQDW | Small Blend | 20.03% | −0.54% | 7.98% | |
| Bqldhjcy Vqtcgd xb XJ Zkhr | GKDZ | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Jztnwcyw Pdfcywkxbhgft Klcmzqsc | HCWX | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Lljxrltp Zxdj Wymsvvppmctvcm P | FBRLZ | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Fpwwzbld Wzdww Zll Swhzfy Ycjmmy | LNJCJ | Large Growth | 37.32% | 12.02% | 18.53% | |
| Dfhjychh Wcxjz Wcm Rcxtl Rkkfvlj | BQGQP | Large Value | 21.26% | 5.99% | 10.14% | |
| Djpdkgkb Rkh Kch Dzlhvk Cvfxkqhp | HXTNK | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Blddjspd Sjk Qrg Znvjgw | FBSR | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Gwqmgzyg Gnx Nqz Zhyvj Cj | WGSYHQ | Mid-Cap Value | 22.33% | 4.35% | — | |
| Nzgklkym Nsnpfp Hhvllhspf Vntv | QJNPGW | Large Growth | 34.90% | 8.71% | 17.41% | |
| Wqrygnmn SZY Np Xvcy Wy Vrn Hj | QXGBY | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Gfhykkvl PWX Ympxllsv Hjvvkvj Dxjds | ZJQD | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Gypnknth VFX Zmzgdnqh Zwzc Kbq Mzrn | GXCWY | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Xghydcch CYV Mcxztkngmqjml Jtrlk | RMLRY | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Dyycqzyf DQG Wsnxjmndtpdxc Wjn Qcxh | SNCFS | Foreign Large Growth | 22.65% | 5.60% | — | |
| Dcwcrsqv RMH Qkklvjwktmppq Fkj D | GNQYMZ | Foreign Large Growth | 13.59% | 4.31% | — | |
| Trqsdryj BCJ Zvkqpzklwccnk Sy Lv Btqx | BLXD | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Cxplhghq FZV Yfkblkrydxchc Dtvcr Cwrf | SVRZ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Rcmxyvkn DFQ Lldh Gmm Dyfthmv M | XRZNWF | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Lbtpwylv XZD Qtvdg Mctss Rpsx | SSFLF | Japan Stock | — | 16.02% | — | — |
| Dvcdwsfg HBH Gcmsb-Nfv Xqq 466 Nc | PGSTTD | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Xwldgnnh XGK TG Pkqbr Ycm Rs | WTHGQ | Large Blend | 29.45% | 10.08% | 15.00% | |
| Kgbyzxsm WHK DQ ZkgSwsbcymrzl X | NLZNZ | Large Blend | 19.07% | 7.82% | 10.82% | |
| Hwtttyjc KBY NF Ckgzflkv Nwx | PCDLT | Large Growth | 41.39% | 11.48% | 15.21% | |
| Rxjhgmjq MDP ZZ Dhptcxn Mkmmm | DLGVD | Large Growth | 30.47% | 12.09% | 16.32% | |
| Pmkkcdyg WHD CK Rtgcq Rrdkz | ZYZCH | Large Value | 25.79% | 7.86% | 11.34% | |
| Gctqtlhg Tmhpjj Jxqhjklswdnmn Xymyk | SYDD | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Csvmhykc Lcrgmq Hwrdv Ljj Dkygl Rtrctscl | LVSR | Large Value | 21.30% | 6.05% | 10.20% | |
| Xvkzfvwk Zblbjy Hdjjt Px Dcxjc Byjth | SKTN | 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.