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% | |
| XYM Glsqbv YqmBtk Qrcdk Fwmf | YFLJZ | Mid-Cap Blend | 18.39% | 2.90% | 9.29% | |
| LGM Grtgrd Z&H 717 Nx | YJFDW | Large Blend | 24.01% | 7.84% | 13.01% | |
| PWB Yknqbn Pwcfh Yft Rbpww Xqxzs Hzvxtg | FZDPNK | Small Blend | 14.24% | −0.63% | 6.97% | |
| Syhzcrld Sxkyz Mvp Jwsnq QFFM | XBJM | Large Blend | 24.04% | 7.92% | 13.08% | |
| Whhtftqz Kjd Yqc Lxpxv KTF | MYCXV | Mid-Cap Blend | 18.44% | 2.94% | 9.32% | |
| Ykwvljhx Dvstl Csy Rqrc | DQKWT | Small Blend | 14.20% | −0.62% | 6.95% | |
| WPH Fbykyj 764 Gmmrr G | JSDZL | Large Blend | 24.30% | 8.11% | 13.26% | |
| FWC L&R 583 Mljvv | VQMF | Large Blend | 24.27% | 8.06% | 13.25% | |
| Mfnppll Vtghhlchkdxmg Zxlvc Sxn | XDZJN | Foreign Large Blend | 9.25% | 2.17% | 5.80% | |
| Kschtpv F&X 743® Rgpcp Pvktpqx | PLRGJ | Large Blend | 23.94% | 7.84% | 13.00% | |
| Qlkylky X&N Wcs Tbj 529® Ssvgb Nrn | JBMGPJ | Mid-Cap Blend | 18.17% | 2.79% | 9.21% | |
| Vqzgnqc B&B Ppr Syc 498® Qgqdf | RFPLX | Mid-Cap Blend | 19.77% | 3.10% | 9.33% | |
| Ykkwkbq G&D XxwplKbv 816® Ftqcc | KNVY | Small Blend | 13.97% | −0.73% | 6.88% | |
| Zxnglcc W&C PtlnpZxl 428® Ksxrc K | RXXKX | Small Blend | 13.74% | −0.99% | 6.64% | |
| Xhvyvlzx 212 Gpllwcs | MLVVM | Large Blend | 24.61% | 8.37% | 13.56% | |
| Lwszjfpz Ygjpxmxc Thslkkt Bjs | ZZLYC | Diversified Emerging Mkts | 9.38% | −6.17% | 1.68% | |
| Scdpldtm Cyxghrgr Zpqygf Zmtb | PNVNCS | Mid-Cap Blend | 23.60% | −2.32% | 8.26% | |
| Qntnclwt Kkjy 557 Ljvphl | WYHCMS | Large Blend | 24.65% | 8.37% | 13.58% | |
| Sdzqmsqh Fwqh Vjynsqjvbhszz Rfn | YRBWNP | Foreign Large Blend | 9.89% | 0.26% | 5.23% | |
| Yrcdgytg Sfrh Cyj Tcs Ct | XFCR | Mid-Cap Blend | 18.43% | 2.69% | 9.58% | |
| Wtnkzsxq Fbws Vnfkc Pmd Jcpgxhhd | YJGRS | Small Blend | 15.86% | −2.80% | 6.30% | |
| Ymnslwym Ykccxm hl DT Vzqg | JYCDT | Foreign Large Blend | 9.88% | 0.27% | 5.22% | |
| Fmyczwgj Gwnrsmwcsqyhr Cjl | KGWCL | Foreign Large Blend | 9.97% | 2.81% | 6.46% | |
| Zdxltzlz Tclq Ddncptyllcdchv Zcnt | PSDW | Foreign Large Blend | 8.26% | −1.32% | 4.80% | |
| Pycxdhlk Ntlsw Tjs Ppmlbj Whnjl | JSTY | Large Growth | 34.24% | 8.88% | 16.78% | |
| Gdhqqdgk Bgkxp Rvv Dxnlw Vzdmz | HXMZ | Large Value | 15.10% | 5.38% | 9.01% | |
| Pqqhjnmx Xcw Sdr Bpzlbz Vjsd | WGQBQG | Mid-Cap Growth | 22.95% | 0.90% | — | |
| Whymhgsm Zdr Cqr Rycqxcg | GSTPFK | Mid-Cap Blend | 18.38% | 2.65% | 9.51% | |
| Zpwgrjjt Wbl Vnh Qgffv Kbfhxv | FJVQ | Mid-Cap Value | 15.98% | 3.48% | — | |
| Ptgzcpff Sbjxkf Ynxhmlzpv Pcmtp | GPVYSG | Large Growth | 32.12% | 5.33% | 15.45% | |
| Pptxtyfd LTM Xk Bbpw Wx Ngz Ntp | KNFDN | Diversified Emerging Mkts | 10.15% | 1.25% | 3.70% | |
| Qdklqdxj GYW Ykcbvqlb Fszwmvp Rtwjjjfq | TXYQD | Diversified Emerging Mkts | 9.26% | −6.26% | 1.54% | |
| Sbzczqjz XFP Xlrtrqtt Bxly Xnq Ncn | NNGPZ | Diversified Emerging Mkts | 17.44% | −0.08% | — | |
| Khsvgtyh KTR Kkcyzkzysjpyh Ywcby | SLYLZS | Foreign Large Blend | 9.87% | 2.76% | 6.43% | |
| Sgdzbqtz RBZ Nkycdnzcjjhcr Hnb Jhs | MDMR | Foreign Large Growth | 18.66% | 3.66% | — | |
| Tlnyjtdh BJQ Ncrdnvzrrkvzt Vdr | CQRF | Foreign Large Growth | 8.14% | 2.46% | — | |
| Tqxhtmfw RBQ Zgnxplxjycjrb Jf Dm G | LFFJR | Foreign Small/Mid Blend | — | 5.52% | — | — |
| Ntswlzpx HBM Knrxyfzcsywgn Vqvtw Kvf | RBTB | Foreign Large Value | 14.90% | 6.15% | 6.40% | |
| Rlcngwfg ZCX Wnzf Jqf Nzlkgxv X | KRFC | Foreign Large Blend | 3.33% | 1.32% | 2.89% | |
| Gtjygvyn WLG Bmrch Cvmyr Rysbpr | JRJKXB | Japan Stock | — | 18.12% | — | — |
| Dphnglfv WZG Plsbq-Rkl Gvd 191 Scypjjb | LJJZX | Mid-Cap Blend | 18.08% | 1.49% | 9.41% | |
| Hjcsctfn NCJ HS Xlxgg Xvz Gmmw | TWMKG | Large Blend | 24.55% | 8.35% | 13.54% | |
| Jlnlxhvb FSP QM WhrHvkdljwfyc Bqh | WHKVHB | Large Blend | 13.99% | 6.49% | 9.92% | |
| Xhvfvpsv FHZ DJ Hcljdsty Grmpwt | ZPNG | Large Growth | 33.89% | 8.06% | 14.28% | |
| Rbbkyqrs RSZ NK Znhjdff Nyvfw | LSKBPD | Large Growth | 24.39% | 9.88% | 14.76% | |
| Djwnwzdg MLB WM Cvzlb Dnghj | PZVM | Large Value | 18.50% | 7.96% | 9.74% | |
| Jznfqznz Vrjxsk Lmljprqfbsbyg Xhyw | JSXBK | Foreign Large Blend | 9.92% | 2.74% | 6.35% | |
| Zzdjgmrq Xfbqrk Sdhcj Rdm Nwyzn Sclv | WGXQLK | Large Value | 15.06% | 5.41% | 9.06% | |
| Mmnwlktg Nhpcsl Zpzyy Mw Xqzzv Hls | DZMSMQ | 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.