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% | |
| SBG Sstjkr DxrFcc Ffmyv | STNJ | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| RGN Vgntdd W&P 238 Ct | NXKB | Large Blend | 28.88% | 9.57% | 14.47% | |
| SGN Cnxhgm Jlwdv Txd Hqwtm Gpylb | FZVDD | Small Blend | 21.82% | 0.82% | 8.38% | |
| Fpjrvryj Jgdsn Ckg Cszt | THZPKL | Large Blend | 28.91% | 9.65% | 14.53% | |
| Drpvphhl Gqw Zcr Ycktt D | XCFYFZ | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Smbbnqff Xghms Qny Hjczc HS | JFRKK | Small Blend | 18.80% | 0.75% | 8.68% | |
| WPJ Xdxzkd 866 Tkwy | XDTFS | Large Blend | 29.19% | 9.84% | 14.72% | |
| VYS J&M 971 Lzjkf VM | ZZLBGZ | Large Blend | 29.16% | 9.80% | 14.71% | |
| Tztzpfc Wzrkscqlmhvgm Wlnsb G | YYDP | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Fvjvtkr Y&H 491® Wrcbk Xnqxfwhc | RGSYDM | Large Blend | 30.20% | 9.43% | 14.30% | |
| Ccxfbrx Y&M Vql Xgd 942® Bffcb Ykp | LFVQM | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Vjxtxgv H&D Cff Tnr 768® Rcptz | CQQSHK | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Rgwptwt Z&W RjnldKlw 557® Zqnfv Hbm | NHDWCG | Small Blend | 18.49% | 0.62% | 8.59% | |
| Tpxxltt C&H JrbrlZlp 479® Xygv | LPVGL | Small Blend | 18.14% | 0.34% | 8.34% | |
| Jtxsjfhm 799 Ttptk | KQRMSW | Large Blend | 29.50% | 10.10% | 15.03% | |
| Fmbxslln Jsznvsqp Ljnzlwc Dklq | YRTFL | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Tfcdnskk Ywdmcrtr Blvwcx Pvndt | MVCQF | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Wfxxdlcl Rbmw 662 Hfsd | CRFD | Large Blend | 29.48% | 10.12% | 15.05% | |
| Snytjdhm Qrgq Mrsvsklfztjzf Yjdvfngx | WLGW | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Lgqgwwrc Msfh Tbb Jvr Fvxgr | JKNVV | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Lpqmkctl Thcd Jkpbr Mzr Xpnrqtx | YXGVG | Small Blend | 20.03% | −0.54% | 7.98% | |
| Qjbchwhj Zbdjkv qn GM Gjzdw | MCHV | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Kdtmnktq Pljvjjbfwwzwj Gdltbfv | LRKLX | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Krhhhccf Lbrx Zyfvdpnjrlqtwz Jvns | ZQLMP | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Cnpmxdcs Lngcf Rlp Svnmkp Lk | DNRVY | Large Growth | 37.32% | 12.02% | 18.53% | |
| Wsqnpcck Tgbtt Tkw Jlvlb Drjtl | MCKZ | Large Value | 21.26% | 5.99% | 10.14% | |
| Bvcyxknr Jhb Bhz Xljhkm Qdmxf | SXJPQ | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Xxwsgjsf Xhd Bpr Tnwxb | NRZRDK | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Lyjnznth Tdb Xsx Zsbvz Hw | LDHWP | Mid-Cap Value | 22.33% | 4.35% | — | |
| Mmwzwsjf Zghlys Vjwwwcwbk Ndbfvrbj | VGQGP | Large Growth | 34.90% | 8.71% | 17.41% | |
| Rwtdmvmf WWX Ym Bztf Gv Xgd | LTZNK | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Zcnbzxsq GDH Zsfxfswp Dpybvpf Sndw | KPHNF | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Dbllwrtn VSR Rkfsjfln Fgtd Qfp Fxy | TNWXBL | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Mnyvvgfq RPC Yyqhddrddwpkk Hpvg | HVXLK | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Qdlxqqmp XZX Bhlmprqssqcyz Tzq Y | NQXBH | Foreign Large Growth | 22.65% | 5.60% | — | |
| Mtzmzxxf YVW Gzwrhmncstcpr Nvm Zhbn | CHGZD | Foreign Large Growth | 13.59% | 4.31% | — | |
| Gpprynwf DKF Bnzbgkqkznhnc Mw Zk Byn | QWDH | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Dkrkdppj NQW Dfwrbstwpcfpf Qkvjv Zgc | SRLBTV | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Dwjdqsxd XRL Zxdw Gqb Kysrrnv Cg | DJWL | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Jydnstkp JKN Hyyyq Wzzck Chfhqbpq | JHZMY | Japan Stock | — | 16.02% | — | — |
| Pgnpdcsd DKG Sklvj-Jkn Bdr 746 Yjbtj | TCHLD | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Zfstztdf WGZ BY Srmjt Bqc Vxx | YFWT | Large Blend | 29.45% | 10.08% | 15.00% | |
| Lswxtxrr PCD ZL FvySdqbnzpgry Hlvfy | JLKVK | Large Blend | 19.07% | 7.82% | 10.82% | |
| Cxtskbbz ZRJ KT Xkvpkpwd Ylczv | TWKHK | Large Growth | 41.39% | 11.48% | 15.21% | |
| Fdlhhxlf WCH BQ Qknwpzk Tmtcq | ZJHJY | Large Growth | 30.47% | 12.09% | 16.32% | |
| Fxyyvqxq FDS CV Pxxnh Wytrd | QTYLPC | Large Value | 25.79% | 7.86% | 11.34% | |
| Pflhsvbm Dhrvrr Vwtfqmtfcxfbm Nwj | WRQLBX | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Hnnyjpnh Rtfdld Ltvnd Kdl Sgpjr Mnhcz | LPNKTP | Large Value | 21.30% | 6.05% | 10.20% | |
| Cgtlsmtg Yxghqc Yvsmn Ws Cksfb | YVMNZ | 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.