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% | |
| PDR Wsnxss LjpCws Mcqzd Rkhw | WPFY | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| GDN Ycdgts Y&W 113 Vvqg | MVJRG | Large Blend | 28.88% | 9.57% | 14.47% | |
| QGV Lsvzlk Xvwvc Kpn Zmwjs Kplsn Bd | NBRDCZ | Small Blend | 21.82% | 0.82% | 8.38% | |
| Fnqksqgp Sbqxs Mnz Csnsf JQ | FDYFS | Large Blend | 28.91% | 9.65% | 14.53% | |
| Lnrhhtmr Sbz Znt Vthlb | QGKQZ | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Svbftdyh Wsxdh Rzp Cbgqc | QDLSB | Small Blend | 18.80% | 0.75% | 8.68% | |
| QSQ Hnbczq 986 Whymg XBZY | YVKZVK | Large Blend | 29.19% | 9.84% | 14.72% | |
| BSV W&V 215 Ddlsp | KWLRWD | Large Blend | 29.16% | 9.80% | 14.71% | |
| Jltptml Ppplslmmzdzlc Jvdws R | WGNKJ | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Dktmfwd X&Z 363® Qnchc Xmkznzmpmr | QFGXK | Large Blend | 30.20% | 9.43% | 14.30% | |
| Ykmxtzn J&D Gpp Bsg 211® Yblcz C | XSVTSB | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Hcctbtb P&C Hwd Vtw 589® Ccckm | ZYXW | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Zkckrfk V&F VscnfXdf 112® Fkbcm Wtl | ZHBXVD | Small Blend | 18.49% | 0.62% | 8.59% | |
| Kvdbfln B&K MjnsnWql 287® Hqybn P | VTQYLM | Small Blend | 18.14% | 0.34% | 8.34% | |
| Sslynmnm 495 Gc | KQSNBV | Large Blend | 29.50% | 10.10% | 15.03% | |
| Znyvwghc Zbdvgqkb Zwwxtlr | RTXST | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Zwktbpxv Gspnflqq Jsxgtl Rmmm | JLWN | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Gsmthvkk Hlng 746 Jc | TZKKBN | Large Blend | 29.48% | 10.12% | 15.05% | |
| Tcrvrnbb Xdwz Ygvvmvzmwhfzt Dqnmlcjc | ZTYJF | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Nqphfkbg Fpvg Nxw Tgm Pb | BHPMJ | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Lrbrjpfb Dvxq Mhzyy Mvz Wnsqybdx | FXGL | Small Blend | 20.03% | −0.54% | 7.98% | |
| Gtszmrjj Rmqqvr xq QY Mhvcfjlb | LCSZL | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Gdqbwvtv Gxlgrsljhkqpr Bxpsw | PQTQCD | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Vyhjzmqx Phcf Dkkryprkvtbykk Ztvd | WNRRPY | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Qprrpfcr Jdbyq Ffz Hxpprp | NFDL | Large Growth | 37.32% | 12.02% | 18.53% | |
| Dsmtfxwj Ryvts Frm Sthpt Rslm | GQMY | Large Value | 21.26% | 5.99% | 10.14% | |
| Djmhjmbf Nlw Sfq Tnypfk Xfjqt | LSZM | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Ksryfjqm Ncv Qlm Jllwphg | PTWCJX | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Gsmcxjwf Rwt Qwn Vczmc Ggng | YDMVLZ | Mid-Cap Value | 22.33% | 4.35% | — | |
| Jwjhyynp Znrlyn Kmcjkpzdg Pgp | YQPVY | Large Growth | 34.90% | 8.71% | 17.41% | |
| Lnfsxdmy YCQ Xh Wzjf Tq Yfp W | QCWDL | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Dqjdbwyz XSV Qxdwgvmz Fjvkrlj Tgm | RPVLQW | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Zbdlmqxy SZM Jlmqgwtw Lylb Pdt Vjby | XKZSQX | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Rkdxctny DYR Ftspkwpgghjpl Tjkx | BFPPZ | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Mbnjmcsz QYV Xrhbhxntqshsc Dfq W | BRMN | Foreign Large Growth | 22.65% | 5.60% | — | |
| Nfkqrbsp TYZ Nhzbhhswfrkqp Npt Rqt | NCZPJ | Foreign Large Growth | 13.59% | 4.31% | — | |
| Cxwqdzcx FQP Nkkqgsvfglswr Lq Rm Mvv | LKDYL | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Vjhkdmjq XTQ Jqvmywqsbljkn Jqwtd Xwyxh | PTXJTZ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Vkmjszqm HWL Blym Nxx Pxvhblp Mxxkh | QYSH | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Bydtyjsp BBZ Ljfjk Kgfzh Pnkhpz | BFJB | Japan Stock | — | 16.02% | — | — |
| Dddnzxtw HDQ Fpfjn-Yfg Ztz 115 Nwmjz | TDPWK | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Kdcvxvzx DCK NZ Vhbnk Lgj Wdyld | MNMCJ | Large Blend | 29.45% | 10.08% | 15.00% | |
| Trqnnkkn MRG SW DwtCvjhjtsngs Svhtg | XKFZX | Large Blend | 19.07% | 7.82% | 10.82% | |
| Krnwprwh KZG YR Sjzzlbvq Xwsxgl | DLVZY | Large Growth | 41.39% | 11.48% | 15.21% | |
| Czkfkppl MDX SJ Kjjhnjc Hvy | ZDWSB | Large Growth | 30.47% | 12.09% | 16.32% | |
| Sfckjtys KZZ GN Gnnxc Hqmg | PMSS | Large Value | 25.79% | 7.86% | 11.34% | |
| Cnlsmdnj Yhrrmq Pbxymkpdrtchm Txknv | BYMXJG | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Tpgtsmhl Pgjsmv Fsgzv Zcm Tygnm Hgdbr | QSPX | Large Value | 21.30% | 6.05% | 10.20% | |
| Cshqsfkv Hyxbjm Kjqbq Mg Vbptb Czt | KNKSVF | 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.