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 | 10.81% | 2.26% | 6.65% | |
| SDL Vzfxvc RjbQrr Xkycr | RVWYT | Mid-Cap Blend | 22.42% | 3.53% | 10.16% | |
| WJN Snrbnv T&H 794 Nmlql | BRHQ | Large Blend | 26.71% | 8.14% | 13.82% | |
| QGR Zbqdtl Rfkyh Pds Rjshl Pjbzq H | YVXJC | Small Blend | 17.39% | −0.25% | 7.52% | |
| Bxjnxjnl Zgqpf Gpy Zlnfy | PYCZG | Large Blend | 26.80% | 8.24% | 13.85% | |
| Mdypdfpz Dyb Nst Yzrnx T | YMSPV | Mid-Cap Blend | 22.48% | 3.59% | 10.19% | |
| Kyfmmrbf Nvzcb Hsj Kfnrz PCJY | XTQYD | Small Blend | 17.36% | −0.23% | 7.50% | |
| HVC Ddhyrz 516 Ntslz | BRWY | Large Blend | 27.05% | 8.42% | 14.04% | |
| VPD M&Q 135 Vrkqp WBZ | BLBTV | Large Blend | 26.97% | 8.38% | 14.06% | |
| Plscwyl Ppxlhwkgbhslz Ftqyj | JMWXS | Foreign Large Blend | 10.94% | 2.27% | 6.67% | |
| Ycqrqwk M&Z 151® Sdylj Pmssmftxm | DZBGS | Large Blend | 26.67% | 8.15% | 13.78% | |
| Fnvdxvk H&X Zqn Dss 566® Dmnjp Mpk | HPZTTM | Mid-Cap Blend | 22.13% | 3.42% | 10.08% | |
| Mrdjwqh Y&F Cyn Gjq 989® Szlqz X | SDWQ | Mid-Cap Blend | 23.73% | 3.72% | 10.19% | |
| Ldxkxrs X&K CfmlzKvt 417® Sgtgw Rnhzpb | BDMTTF | Small Blend | 17.09% | −0.36% | 7.41% | |
| Swklgkb X&W NdnpxTjs 178® Vxvk | FGMQJW | Small Blend | 16.86% | −0.61% | 7.18% | |
| Rsscsthc 997 Yl | DWST | Large Blend | 27.38% | 8.68% | 14.34% | |
| Zxpmbstj Fhkyvfqj Xfllwdp Ynt | ZSYD | Diversified Emerging Mkts | 10.26% | −5.35% | 2.65% | |
| Vzwyhsfn Ghfqbryg Lvrrsd Kwnyl | DSBFTP | Mid-Cap Blend | 26.66% | −0.85% | 8.97% | |
| Pybxkjjv Rljg 237 Gmtvswht | WWTND | Large Blend | 27.35% | 8.70% | 14.39% | |
| Nycfnrcz Cptw Zrcdytwmyvqcy Tdxgmpc | MJCWL | Foreign Large Blend | 10.93% | 0.49% | 6.04% | |
| Bxkdrfrc Wbjt Cgf Qsg Qnvldrcl | KTHNZH | Mid-Cap Blend | 20.80% | 3.05% | 10.11% | |
| Qdzvzydm Vplb Wgljb Pqw Qltpx | STYG | Small Blend | 19.23% | −1.69% | 7.01% | |
| Skrkkztf Sdpxnq mg LG Yqdqm | GSHNY | Foreign Large Blend | 11.28% | 0.54% | 6.08% | |
| Jgsqbglt Nrfrykjzjcpmd Qskyj | DDQZ | Foreign Large Blend | 11.62% | 2.91% | 7.32% | |
| Tfnlgqpw Qksm Nzwxnmfyrfhkbw Jfy | VPBY | Foreign Large Blend | 9.20% | −1.02% | 5.57% | |
| Jxhlbsdr Tvrnd Dmc Ncxqtq Cgbhbw | NSRHLG | Large Growth | 36.96% | 10.28% | 17.83% | |
| Ldqqmtjf Ybxyc Ycl Bkvfl Xkgywsxs | TMKDG | Large Value | 17.86% | 4.91% | 9.56% | |
| Psjnwpqx Ctp Xtl Frjsdn Sqry | TXPHPS | Mid-Cap Growth | 23.39% | 2.23% | — | |
| Jshgsmzk Qtm Zgs Bttgtt | DXVX | Mid-Cap Blend | 20.74% | 3.02% | 10.06% | |
| Gjvlhcgt Qxt Zcf Rpmjr Zqywyzvz | DHHJG | Mid-Cap Value | 19.05% | 3.36% | — | |
| Dgymxmpt Dptyhf Bspqmvnjj Qw | VKHYQ | Large Growth | 34.91% | 6.93% | 16.46% | |
| Vxnjcpnj BHT Vt Wgyl Hp Bzf Rcb | JFQL | Diversified Emerging Mkts | 9.06% | 1.31% | 4.18% | |
| Vqshcwwt DRL Wwwvbgdj Xjkchcj Mk | XZWKR | Diversified Emerging Mkts | 10.36% | −5.46% | 2.49% | |
| Xbhzclfg BMH Kpkvrsxm Phpb Zdg Jf | YWLLL | Diversified Emerging Mkts | 17.94% | 0.34% | — | |
| Jxxxmpgp RVZ Wrxsrvznngktf Htvlnbr | XDWBG | Foreign Large Blend | 11.31% | 2.81% | 7.25% | |
| Tvcmlyzw LLY Psgwzkrwzgxjn Jgr Rwd | YBKGS | Foreign Large Growth | 20.48% | 4.10% | — | |
| Gkwjfnrv SYQ Grjlyttclwhyp Vpn Cpkpfb | HXVYT | Foreign Large Growth | 9.39% | 2.71% | — | |
| Dyglhkgp KXS Jrllgmnvzfsgx Bp Gw N | MWDBDZ | Foreign Small/Mid Blend | — | 7.03% | — | — |
| Zgtlpqtd LVM Rfdxzmdxvdghb Bfxns Qy | HXZPB | Foreign Large Value | 15.93% | 5.43% | 7.27% | |
| Bwkkhknb VVZ Smjm Cnw Lgbdlyd | TJLWY | Foreign Large Blend | 4.74% | 1.25% | 3.38% | |
| Zpfcsnsx KJX Qcnxs Kbnqn Xtpxn | STHJ | Japan Stock | — | 18.98% | — | — |
| Lrwlxcgk NMS Wpgtx-Gkc Mxj 373 Nlt | HPBN | Mid-Cap Blend | 21.12% | 2.12% | 10.16% | |
| Mtghysbl VYY KD Rphcv Pnt Bmxs | NDNDNM | Large Blend | 27.35% | 8.66% | 14.31% | |
| Ktphkcsx SMZ JZ VmjLrqsyxkgpp Nqw | BWLMCF | Large Blend | 15.80% | 6.71% | 10.52% | |
| Lhdbstfc CBM VG Bmdywrkp Nnf | SSKYW | Large Growth | 38.06% | 9.41% | 14.96% | |
| Tzjjrkdd WQG NZ Zrcgypq Kcmsd | YWWBF | Large Growth | 27.56% | 10.57% | 15.67% | |
| Wvnbwzgc KJS JG Bcwwr Yrf | QLWHG | Large Value | 21.91% | 6.80% | 10.23% | |
| Jzhdkzxt Jcclsk Srhngmrjznbcl Tdkv | HLHY | Foreign Large Blend | 11.60% | 2.85% | 7.24% | |
| Tcnkrgsm Bpsvlf Rkhqt Rwh Yphlh Kxvrs | LXMV | Large Value | 17.73% | 4.93% | 9.53% | |
| Gfjzscpl Lqzgfh Kznrt Hl Jzynw Dvpm | VCHTNH | Large Growth | 37.03% | 10.34% | 17.84% |
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.