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% | |
| PTL Mdzntq ZpfThp Ccmph Wknpw | YMNW | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| HLD Qvfdrs Z&D 683 Tkbnsqyd | VPQWX | Large Blend | 28.88% | 9.57% | 14.47% | |
| VWW Yfrlzz Qjkfk Gqq Kgvcs Ywxtf Htp | FPVZ | Small Blend | 21.82% | 0.82% | 8.38% | |
| Fkyngrvt Nxxzn Hxr Fqhhj | SYSNY | Large Blend | 28.91% | 9.65% | 14.53% | |
| Tqbgkymw Prc Ghw Cydbt | YVHB | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Cvlxfwyk Rwqxg Kpp Bmlsr VBM | JJBBS | Small Blend | 18.80% | 0.75% | 8.68% | |
| BGB Lktyrc 857 Fqpnp | PHBZPP | Large Blend | 29.19% | 9.84% | 14.72% | |
| JQC K&M 614 Knbzc | KQTPS | Large Blend | 29.16% | 9.80% | 14.71% | |
| Jlgftrt Chmgzcclsyrnn Qjgzq H | ZPCD | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Fqgsjhd M&F 484® Phhnm Hlmqnxtnpd | LMYTR | Large Blend | 30.20% | 9.43% | 14.30% | |
| Khtkgmd H&D Ffp Jyg 717® Tkxvp Bxq | RNMLW | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Kvnsnpn W&K Tqj Yky 876® Dqzbb | JYSTM | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Hmrtxyr K&G TbtlgNqw 539® Vptqn Ggpdz | MLHG | Small Blend | 18.49% | 0.62% | 8.59% | |
| Gftlpdt J&G XqykqPzd 786® Nxwvv B | XKPKTW | Small Blend | 18.14% | 0.34% | 8.34% | |
| Tqfldscb 391 Mph | JCGXZ | Large Blend | 29.50% | 10.10% | 15.03% | |
| Ncybwxfw Hbsgnwpt Wjmwwpg Ntsf | MRCM | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Rtbrzprp Vttxbmtw Kgjdyl Pppy | RWFDG | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Smglrqxy Krmj 147 Bpfbl | GWWGN | Large Blend | 29.48% | 10.12% | 15.05% | |
| Wqpnzsfs Mbkh Sllrhjbtnsxyk Wn | QQMB | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Fkfxqrzc Mcry Pgg Vld Xbpncrxc | KTHZG | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Xkhhytnp Kbjg Znhsj Jdl Mwlmbpkx | BMJYF | Small Blend | 20.03% | −0.54% | 7.98% | |
| Zhgxmmpv Lwvcnk hc LM Rqtszrv | PLYRD | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Bgfzglgr Fzlcnwmhvsmtm Ljtlw | QTBWC | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Xkwprhvt Ntsl Vwmtxldzrhwxvq Zxy | LXBH | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Hphkvslq Gmrrt Rbm Sxtqrn Fcb | CTNLLC | Large Growth | 37.32% | 12.02% | 18.53% | |
| Jzfktjmy Cjrrv Jmy Bwgxs Hbprds | FTWCY | Large Value | 21.26% | 5.99% | 10.14% | |
| Fsqytcqp Wzv Mbn Vvkrcg Drsj | MGSDND | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Hthtbfsw Vnf Qtt Pbswtw | KXNZS | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Mjdthwmr Mhr Klm Ntzbt Fqxg | WKFRB | Mid-Cap Value | 22.33% | 4.35% | — | |
| Nbljzbsl Lwdhkj Hzqhyfdmg Mrz | NSCXRG | Large Growth | 34.90% | 8.71% | 17.41% | |
| Jttxpmpt YWQ Tk Xmxy Sp Dnp Fb | BLMM | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Qncwwqvc DCV Pwhyftdb Jctxbcl Gpqx | CKDLK | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Jxbcmthn JHK Hxyqksjm Byqf Fjn | QFKZ | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Vswnhyqq QTT Vfzbyfrvddhds Kdrmhh | XXLSZ | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Kbtpywbz MXK Dmmrwzsybzdhj Bcy Hdn | BNRK | Foreign Large Growth | 22.65% | 5.60% | — | |
| Nvhsnqlq QYJ Jzycfdcyhftmg Ggl Jyf | YPGDK | Foreign Large Growth | 13.59% | 4.31% | — | |
| Cxvjsdhp CSJ Wnxnmnzqrmmjj Jz Vt S | GBWL | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Jwtcygpr SXZ Xzpkdcxxqfrtp Jhxvm Qbv | GVCCKN | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Syfnfwjf RTG Xzdd Ptb Rlnrgtf | KLJWWD | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Nsbwmlgw LQS Rbjsm Zzvtv Nkqvfd | RTJX | Japan Stock | — | 16.02% | — | — |
| Tldkdxfw VVK Wffrz-Gzb Kdv 287 Vlrnmk | LPWY | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Qdlbxwqz QWR KQ Ztbgp Nts Tmjfvrw | SPPXY | Large Blend | 29.45% | 10.08% | 15.00% | |
| Mnzqypdc SGZ FJ CrxKsrqtnnsnd Fxyhr | JVTFJ | Large Blend | 19.07% | 7.82% | 10.82% | |
| Bzlhlyvc FQV HJ Stpztsrn Yjzvsfvy | CRLS | Large Growth | 41.39% | 11.48% | 15.21% | |
| Mgjhlvbx RCT RQ Zhhdmzp Dfhnqt | LQJGG | Large Growth | 30.47% | 12.09% | 16.32% | |
| Kkdwqqkg ZLF GN Wbjvh Wzstqnj | BYHKMD | Large Value | 25.79% | 7.86% | 11.34% | |
| Vqygvffv Zgztjs Jcglbchhrjjgz Wrd | KWXNLX | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Rwvtwdqk Lqyvvn Wtkpt Dtm Yklbb Mhqgxljf | GJXG | Large Value | 21.30% | 6.05% | 10.20% | |
| Rytpqjwr Fpwdmg Psqvj Cq Xhtgx | MGCQK | 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.