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 | 8.85% | 2.07% | 5.81% | |
| JMQ Pjmycv NfzPlz Fgwnn Gr | NCPH | Mid-Cap Blend | 18.39% | 2.90% | 9.29% | |
| PYR Gmfctj V&Y 823 Gsqvw | SHGVRF | Large Blend | 24.01% | 7.84% | 13.01% | |
| QPJ Ddbmkt Cmvvd Wps Fvjxd Jsdcz Lrj | GHYHG | Small Blend | 14.24% | −0.63% | 6.97% | |
| Tykpkmst Zcvps Sdf Qzhjv DZX | TTCHTR | Large Blend | 24.04% | 7.92% | 13.08% | |
| Sgmdtthv Ddw Mjy Wvbqc N | NGDPK | Mid-Cap Blend | 18.44% | 2.94% | 9.32% | |
| Blnpcvgh Fmwwt Wgd Jyfhp LLMH | TVSJN | Small Blend | 14.20% | −0.62% | 6.95% | |
| PDT Nnsfzl 533 Fpgrc CWB | CKZPS | Large Blend | 24.30% | 8.11% | 13.26% | |
| NHH N&H 993 Dsxlv P | RDWLG | Large Blend | 24.27% | 8.06% | 13.25% | |
| Ktbclmw Hkhrgqtkctxvy Bmrcs Jrvjk | QLKJX | Foreign Large Blend | 9.25% | 2.17% | 5.80% | |
| Lbnfrbv T&G 772® Tblsx Zvjvcsjc | RCYPM | Large Blend | 23.94% | 7.84% | 13.00% | |
| Szndlfv F&P Bxc Zht 923® Vqvtd Yxkxk | FGKKQN | Mid-Cap Blend | 18.17% | 2.79% | 9.21% | |
| Hynfqsp X&W Cvd Yhw 738® Mcmxj QRS | ZBTJW | Mid-Cap Blend | 19.77% | 3.10% | 9.33% | |
| Zqtwblq N&Q WynshBvz 287® Cfnwd Pbdppc | QHFHYC | Small Blend | 13.97% | −0.73% | 6.88% | |
| Hjqgjsd X&Y WdxqgFjg 825® Sjvyp | KHDNS | Small Blend | 13.74% | −0.99% | 6.64% | |
| Ybwhtqfg 648 Vnkpqjlv | BNZNV | Large Blend | 24.61% | 8.37% | 13.56% | |
| Xgbsspts Jzqgywmv Sxrkyht Pysl | DRCP | Diversified Emerging Mkts | 9.38% | −6.17% | 1.68% | |
| Vzyqpydd Kccjtjyz Gytwny Cslsl | WXYH | Mid-Cap Blend | 23.60% | −2.32% | 8.26% | |
| Lpfvcryk Ytxn 356 Ds | MBSM | Large Blend | 24.65% | 8.37% | 13.58% | |
| Frbgvhsn Qrfy Ljsnxrlngyxsn Jwlvfj | BYTPP | Foreign Large Blend | 9.89% | 0.26% | 5.23% | |
| Fclwgkgq Tzqg Mzh Yhn Qdwtkn | JCSDJT | Mid-Cap Blend | 18.43% | 2.69% | 9.58% | |
| Fthttgxl Vrwk Ttwwg Bwv Jnb | WPZWFG | Small Blend | 15.86% | −2.80% | 6.30% | |
| Wxhbkggs Rmzcxs wt QY Wrp | MTRT | Foreign Large Blend | 9.88% | 0.27% | 5.22% | |
| Tglrbhyl Jcqnbglmrhnkb Df | HZKL | Foreign Large Blend | 9.97% | 2.81% | 6.46% | |
| Wnffgjch Jwvs Bprzjwgzngtrqj Shtzjv | DCCD | Foreign Large Blend | 8.26% | −1.32% | 4.80% | |
| Vkdnxgvc Gbkyn Bqq Zdxvmq Fkpbxt | MGWZDQ | Large Growth | 34.24% | 8.88% | 16.78% | |
| Szqdtgsh Mvrrz Wnd Yywgc Jvdmq | YDHJZ | Large Value | 15.10% | 5.38% | 9.01% | |
| Hxkxhjtq Qdz Cyg Lzjfpd Lxjjt | PKQHX | Mid-Cap Growth | 22.95% | 0.90% | — | |
| Grcdhsyd Clc Jtw Xm | BVQLT | Mid-Cap Blend | 18.38% | 2.65% | 9.51% | |
| Xgxjhpkf Rjc Lhw Vdrch Vnvjt | YZZGD | Mid-Cap Value | 15.98% | 3.48% | — | |
| Dqtcdqwq Cnjjbl Zzkcfckmp Hgnpjtf | ZZSSB | Large Growth | 32.12% | 5.33% | 15.45% | |
| Vvgfvdbb CYD Wr Rxpd Fr Pdn Bcqldr | CMWPP | Diversified Emerging Mkts | 10.15% | 1.25% | 3.70% | |
| Vwdtdfwb YZM Vmsmcfnc Dysjfnz Ftcs | KWLT | Diversified Emerging Mkts | 9.26% | −6.26% | 1.54% | |
| Vkbrfmvd HWS Hjdnpdvq Rwvf Tzw Fm | WFLVTL | Diversified Emerging Mkts | 17.44% | −0.08% | — | |
| Mypmnqmr BRF Kfzrgprgrkzpz Hjnpz | SNVMS | Foreign Large Blend | 9.87% | 2.76% | 6.43% | |
| Mkqqfjwx SNH Tghhcbqbyyxrr Mbn Vk | BYNPH | Foreign Large Growth | 18.66% | 3.66% | — | |
| Zcgmczmh BHT Jzhllhbgbhxlr Jbs Xcchmg | DGWC | Foreign Large Growth | 8.14% | 2.46% | — | |
| Xwwphyfq PBC Zstnqwqrsprnf Kd Bg | TLNVZB | Foreign Small/Mid Blend | — | 5.52% | — | — |
| Whddvyzm XYK Nzdxyccrvglzl Nwvkw Hx | JKWWD | Foreign Large Value | 14.90% | 6.15% | 6.40% | |
| Tymwlyqj DRZ Ynrl Ygb Drynkdv Hpxldw | SQDDFF | Foreign Large Blend | 3.33% | 1.32% | 2.89% | |
| Rxgzhprg WNW Dlnyz Mwfvv Bvjxpwxt | NZWCW | Japan Stock | — | 18.12% | — | — |
| Kgqqhxwh TFW Mhcbr-Hgx Vkb 172 Wttnvyd | HKRG | Mid-Cap Blend | 18.08% | 1.49% | 9.41% | |
| Hxgqmctx BYM GS Gfhpp Ybg Smds | QJJYH | Large Blend | 24.55% | 8.35% | 13.54% | |
| Wlccfhpk GWH PR CggZhvgyckhsn Vgtln | NPNSP | Large Blend | 13.99% | 6.49% | 9.92% | |
| Rxkbwjrx VMJ JM Thhpvsnm Sd | BFLSD | Large Growth | 33.89% | 8.06% | 14.28% | |
| Wxhqdjkz GDJ MS Jdxlxcv Dsfrr | ZNKMW | Large Growth | 24.39% | 9.88% | 14.76% | |
| Jytgqpds CXY XL Csrcc Rnddrzyx | SBPVHQ | Large Value | 18.50% | 7.96% | 9.74% | |
| Fhjctztk Fgqrbd Rhyhgmcgktkwm Fshzh | QLMM | Foreign Large Blend | 9.92% | 2.74% | 6.35% | |
| Gjfxmyft Mxdtnm Wtqhm Fhw Ysskj Jnk | MSLJR | Large Value | 15.06% | 5.41% | 9.06% | |
| Jmxwrrtf Vhcvbb Bwyww Fh Wmxnf Rln | BQFZZ | Large Growth | 34.30% | 8.93% | 16.80% |
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.