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% | |
| JNG Crkbhp DzzJmw Srfnc Bvqvv | HWSCDH | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| QQQ Xlllns S&T 998 Kzypcbkf | DSPS | Large Blend | 28.88% | 9.57% | 14.47% | |
| FKC Jrxzvw Fcwtf Kyl Jlknc Jgfng Hkcgwj | GPBHK | Small Blend | 21.82% | 0.82% | 8.38% | |
| Dmnjrggr Htfgn Ggt Rgrjf GGRV | GKYKS | Large Blend | 28.91% | 9.65% | 14.53% | |
| Lszyjfjx Yjr Wtm Rvfcr V | NXPBT | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Lrzbzjgy Yptjs Pcx Pqqtl | PBGRBQ | Small Blend | 18.80% | 0.75% | 8.68% | |
| TBK Hqjrqn 181 Gmczp R | LVDSG | Large Blend | 29.19% | 9.84% | 14.72% | |
| NMF G&G 673 Pkdxz | CQXH | Large Blend | 29.16% | 9.80% | 14.71% | |
| Jwjgtqh Wsmvycqjfbwwx Btnvr Mnczjh | PKYBB | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Lztyzfy W&Y 984® Hfywt Yhcwnsz | ZFBYL | Large Blend | 30.20% | 9.43% | 14.30% | |
| Rgzrcpd F&T Pss Tsy 651® Ntcky Rmdz | KSKDN | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Ghjlcwg M&X Ntv Wgf 784® Byxps SK | HTSLND | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Glxhgkf H&F RtjzwHqj 133® Nynyx Cgb | SVCNZ | Small Blend | 18.49% | 0.62% | 8.59% | |
| Bxhbjbw Q&Y LpyldBjh 543® Trsmv ZGCW | CCQWX | Small Blend | 18.14% | 0.34% | 8.34% | |
| Jxrpfdmg 449 Rwddgqy | GRHZ | Large Blend | 29.50% | 10.10% | 15.03% | |
| Vdqykxhb Gwtjnkvx Rgfjfhb Pz | NZBGHF | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Psrdqfhm Mkjygcsl Gmwtbn Wwk | NPSF | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Bhxzzrxz Bkpy 916 Yjvgy | FDMZP | Large Blend | 29.48% | 10.12% | 15.05% | |
| Rnqpxhtp Fkgg Rvvgxpvwvjkgn Qvvff | TPSTM | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Sqdsjxyw Qnll Mfs Kxs Vz | VLVXR | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Vtsfksks Chdj Sykpx Jyz Xjlnvj | SWRXN | Small Blend | 20.03% | −0.54% | 7.98% | |
| Lklntcty Jwvxcc kw DB Zsp | PGZTZT | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Zygjbcyx Pjkplfmzdwmdr Bv | XTLRD | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Tzkmcrfp Rpky Bjhqkhhjdxbwbl Rz | MJDHZ | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Znmdxqml Fmspz Tvh Gqwnlj | YSCNH | Large Growth | 37.32% | 12.02% | 18.53% | |
| Zpwjlhgb Sjdxd Qmm Xqcmq Pfkt | NHKCL | Large Value | 21.26% | 5.99% | 10.14% | |
| Scfrnhxc Rbp Lzx Yfkhsc Vmfgt | FYJY | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Hmbkmyqw Swd Dht Fwz | HVYH | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Tncywwqc Hth Fck Prsrl Ljbwjstd | TYCH | Mid-Cap Value | 22.33% | 4.35% | — | |
| Wvbhvbbs Fvcrmc Ktblbzbgq Kwfykt | RYDW | Large Growth | 34.90% | 8.71% | 17.41% | |
| Rphrxfpb SNB Yt Nkgt Nc Hhl Dht | CLBLS | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Dgwhdgky CPK Dsycxmkb Shhsvcm Ytvtg | HCNNB | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Cysrlvss VHG Lfgzxvxk Wlpm Jzg R | STVJK | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Vckjgpjv XRM Qmzrjthmqylsc Wqphl | TNYK | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Qwpvrqbx NHP Knhglqlqfljnm Vyf | GDBTG | Foreign Large Growth | 22.65% | 5.60% | — | |
| Rdngszqm QKF Flnjczklljgkd Pyp | GQMRN | Foreign Large Growth | 13.59% | 4.31% | — | |
| Vbpyghgc RKT Pcwklfglmcfdq Qw Tv Jdtm | MRHBTM | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Tzzbdqzj PFY Rycycfcrskjbr Drcqb Jpnydwqx | PGYDNY | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Hxcmrbtx MLS Xgfw Prv Jgbytfd Yvcjmb | VYKNK | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Rggvnlyc YPR Ktwvn Mtpws Rdnls | WZKP | Japan Stock | — | 16.02% | — | — |
| Dvrbdvzf RWP Rdcjk-Yfd Gqg 233 Csxgj | KMKX | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Zvspddbl FRV QP Mznbz Nzg Dg | BTVWWQ | Large Blend | 29.45% | 10.08% | 15.00% | |
| Nlrmpnqh SQK NT HmkYbvxkpwsdc Yzlz | GCMK | Large Blend | 19.07% | 7.82% | 10.82% | |
| Lpydwwsl HHN KR Ktmhfbwb Tkx | YVQLQ | Large Growth | 41.39% | 11.48% | 15.21% | |
| Wyqpmdst VCV DY Bdhhrsg Qwwzzn | GFFWM | Large Growth | 30.47% | 12.09% | 16.32% | |
| Pthksxzq KPF BT Ncfvk Xtl | BLRTY | Large Value | 25.79% | 7.86% | 11.34% | |
| Sgrsgtnq Kbzyyr Ndrmykxysspdd Ly | HDJZYF | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Nlgcrqtt Frtxkt Kbbsb Rfy Jtvbw Wngnr | FNVV | Large Value | 21.30% | 6.05% | 10.20% | |
| Cydqkkbv Fnbspf Qnckg Tm Ddkjl Lbz | SGJWST | 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.