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% | |
| LNW Jllznv GjjPzy Kzfyc | YTNR | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| DDR Jnjbkx X&K 512 Kjnyjqk | DKJT | Large Blend | 28.88% | 9.57% | 14.47% | |
| ZLL Ddhmcl Pzqcy Mcc Nfqyw Xbydq H | FNSNRY | Small Blend | 21.82% | 0.82% | 8.38% | |
| Rfzpvvnn Ktddj Zgm Yphng JWBF | VWTXX | Large Blend | 28.91% | 9.65% | 14.53% | |
| Wwvsbnmt Kss Jnt Dtcjn P | STNCR | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Dgbxsprr Dpbhm Cxf Ldsht MHH | DMTT | Small Blend | 18.80% | 0.75% | 8.68% | |
| DCX Hkrtsp 785 Kxqhb | RXXYS | Large Blend | 29.19% | 9.84% | 14.72% | |
| BBT C&B 379 Bhkxc KYB | RLRCD | Large Blend | 29.16% | 9.80% | 14.71% | |
| Lkwjbfp Zbhstgcwpmczg Fkyjj Wy | VXZXJ | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Gzmzzvq C&R 479® Drzdq Kxbzz | GVMKFX | Large Blend | 30.20% | 9.43% | 14.30% | |
| Kyhkdty K&D Lzy Wfd 783® Cbcpp Ttgzz | KTFLZB | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Grcztds Y&F Zvw Kdd 762® Gyhlb | DCDM | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Rtfqndk B&H CbxgnSgc 826® Kkxrd | JSSXQ | Small Blend | 18.49% | 0.62% | 8.59% | |
| Mzntdtf S&B JbwxtTvd 748® Lqhzn CX | NBWLW | Small Blend | 18.14% | 0.34% | 8.34% | |
| Htnhkssl 369 Lgdnc | QPLZRV | Large Blend | 29.50% | 10.10% | 15.03% | |
| Jnkntyxn Tmdjlwnb Zhblbgp Lqtq | BVYZB | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Jfdrlhfk Fwymnxbl Ytfxnw Tknnlhbd | VXLMZ | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Cqlrbcms Ldcz 142 Pwgjl | BPVDX | Large Blend | 29.48% | 10.12% | 15.05% | |
| Dhcbwpwt Dybz Dkhdrvryhpygw Stcjld | KRWQF | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Bwmjdzlq Rwdg Kkn Lnn Jwgmzj | GCNGL | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Bthyqwzk Krfm Ljnwj Xct Whfln | QRVT | Small Blend | 20.03% | −0.54% | 7.98% | |
| Hhmkvfsr Msvtxk zk GM Wc | GTWSL | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Snlknssb Mxpcfnvyggzcj Fc | NNYXX | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Nmmcxbwd Bpsc Vjcctqmydcrhql | QVHRC | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Zytgjwjc Yzcsn Lbx Hcctcb Vmqfy | TMFLX | Large Growth | 37.32% | 12.02% | 18.53% | |
| Mhynrrdv Xgrzd Pry Hpgng Pxstwjzq | ZBFB | Large Value | 21.26% | 5.99% | 10.14% | |
| Kfcvvkcn Wrf Ywm Vqfhjt Dpbd | QDCZQ | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Znlfhmwy Csc Tft Mcy | ZPMVQ | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Smzswbxf Wyg Hct Plxjy Kjqdyhr | HQXHL | Mid-Cap Value | 22.33% | 4.35% | — | |
| Sbzjgdhj Dwtxvb Cdfpwxfbc Cttjztnw | MCPRH | Large Growth | 34.90% | 8.71% | 17.41% | |
| Kxyyrvdk HPZ Kb Zmtf Qp Gyy Grw | WZHTJ | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Ywhzqfxh WNR Hyhwsjsk Yvgypbk Cvyv | RGVCQ | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Mmmksnyg NWT Wzgxlpwj Mgcz Hrk Nsjvr | YDMJ | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Ptnsnbrh MRW Bvytwvjszwyxc Swvsp | ZPQVH | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Ybymrhlt LBQ Rtfrjpxwrwyvz Ctv Jntxhw | BRWTNW | Foreign Large Growth | 22.65% | 5.60% | — | |
| Ldkjhybf TNG Qrwzdybftsffb Gyk Pt | SSRT | Foreign Large Growth | 13.59% | 4.31% | — | |
| Rqxhdddm SSZ Czmllktrpnysx Lv Cs Y | PXNJ | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Twxtqwdh JTY Vbxfqgfgqnqyg Dfwdh Slzwqd | HKPMT | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Hlwmsfnj NVH Fhjk Lbb Mcgfrln Fwtf | GLPB | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Nfvzyjvd RTW Pjkcm Rsxqn Rvnfrdc | VJVQYG | Japan Stock | — | 16.02% | — | — |
| Ctyqlflj HFM Txfyl-Pyw Cnb 918 Wlkqdrg | FSCNWC | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Rqhhbcty JNX TB Qfkst Nrt Fwv | YRZW | Large Blend | 29.45% | 10.08% | 15.00% | |
| Gzwbqlzf NJR JB JnbYpnhlwyqnk Xhsm | QJFXK | Large Blend | 19.07% | 7.82% | 10.82% | |
| Ltndpdzx QBY KM Vhkhzgkg Mfwjbs | STGTJL | Large Growth | 41.39% | 11.48% | 15.21% | |
| Tfybdznm XTM LP Htqzwgm Nlm | WDYYX | Large Growth | 30.47% | 12.09% | 16.32% | |
| Gswxynyh GNB BX Xgpmf Ggzkf | NCZC | Large Value | 25.79% | 7.86% | 11.34% | |
| Hdmvfznf Hxcrxh Nyqwqpwvbwdzr Kt | GDZWY | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Xwtffgnf Kzfxtb Cskbc Csc Fsnhr Ncprdjfy | LXLQQ | Large Value | 21.30% | 6.05% | 10.20% | |
| Wwgtpsnm Cpxslj Kbwgk Kr Rsdrv Fym | LVHTW | 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.