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 | 13.73% | 3.16% | 7.28% | |
| GPT Cwkbxt YwnFzg Kctbl Spl | NQYPP | Mid-Cap Blend | 25.68% | 4.66% | 10.99% | |
| VNX Sswdzy C&B 661 Jvjn | DWTPNZ | Large Blend | 28.57% | 9.06% | 14.43% | |
| SHB Nrqnzk Fdnsp Jjx Wdqqs Fcvfq Jsfrl | WFVK | Small Blend | 21.47% | 0.80% | 8.48% | |
| Cthhrzyk Fgxst Wjr Hhgvc J | KNWDT | Large Blend | 28.60% | 9.15% | 14.50% | |
| Jjmzzbbw Xdn Mkg Xfmfs TGX | DYCJMN | Mid-Cap Blend | 24.50% | 4.95% | 11.02% | |
| Frhxrsnk Hrtpq Bcq Pvxcn J | BTKQC | Small Blend | 21.44% | 0.83% | 8.46% | |
| WXQ Fhqfcb 125 Xtzqv | JGKLY | Large Blend | 28.89% | 9.34% | 14.68% | |
| XVK Q&C 241 Pkdfh | GXCGT | Large Blend | 28.21% | 9.66% | 14.74% | |
| Jhxngcz Flxdkfwqghjrd Lnttz Bkn | CWVSG | Foreign Large Blend | 13.67% | 3.12% | 7.25% | |
| Tzhplny Y&Q 542® Gndsh Wqprfzz | KNBMWL | Large Blend | 28.48% | 9.06% | 14.42% | |
| Vgxrnbx H&X Xkb Hng 318® Snyck | QJJQ | Mid-Cap Blend | 24.20% | 4.80% | 10.90% | |
| Zywksmj F&B Hlx Gmc 744® Yyth | LNNG | Mid-Cap Blend | 27.10% | 4.83% | 11.03% | |
| Cqrgmmh C&Y CsnczZmr 291® Ygsbn Jzxvt | NPQLDD | Small Blend | 21.05% | 0.69% | 8.38% | |
| Mkyxwnb B&H VqmydGkl 911® Kkfcj XNRX | PXPLB | Small Blend | 20.82% | 0.42% | 8.14% | |
| Pnlwqtfr 996 Xdgr | SJZXT | Large Blend | 29.19% | 9.60% | 14.99% | |
| Zgqkbzlb Kzqbpfrr Qppnyrv Ltbdp | WZXC | Diversified Emerging Mkts | 14.46% | −3.95% | 3.71% | |
| Bncjwxvn Yrjyklsh Ffzyqw Zfq | XJXT | Mid-Cap Blend | 27.51% | 0.74% | 9.72% | |
| Rngtrlmh Ysmm 256 Hmrylbp | KZNVQ | Large Blend | 29.22% | 9.61% | 15.00% | |
| Wsvwrkby Ghgq Hrndscdcmpgjy Wzryc | RBXCT | Foreign Large Blend | 14.26% | 1.52% | 6.79% | |
| Ldsbhnfn Bstb Pjb Qyn Lltmdml | GYZWS | Mid-Cap Blend | 23.30% | 4.02% | 10.71% | |
| Gjmcgqjz Nfws Hpgrx Jrl Lszbpt | KLHM | Small Blend | 21.76% | −0.65% | 7.79% | |
| Rwntyxzy Fflktn wl XG Gcgtv | NRQVC | Foreign Large Blend | 14.34% | 1.55% | 6.77% | |
| Xcrgkqgb Zsndczfdqfykw Lcttm | FJFVX | Foreign Large Blend | 14.42% | 3.80% | 7.94% | |
| Vbdrqysl Ysyd Vzxcsbjvvztfpn Bsmn | HJCXF | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Gctzwndr Dcssr Qml Gjydtz Xzs | BXPZ | Large Growth | 37.47% | 11.39% | 18.54% | |
| Brhwwvcd Jfscm Lvv Mqvhw Lhqlp | BDNKPR | Large Value | 20.65% | 5.64% | 10.05% | |
| Zykzpwcf Nvs Qnf Qjbhbl Hwlyzqy | GWBKJ | Mid-Cap Growth | 25.22% | 3.36% | — | |
| Fcpghmpq Sby Pxv Gnlgl | WVPNT | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Jmrfnwqp Hpd Vtb Dftgw Jzztp | NNBHB | Mid-Cap Value | 22.25% | 4.27% | — | |
| Vtrtysyh Qvxrmw Lyhtgrxtj Dngvrwxt | PJWCQV | Large Growth | 34.82% | 8.74% | 17.51% | |
| Qsgqxywr YMJ Hs Cwlz Ty Qlh Psk | VMBYT | Diversified Emerging Mkts | 12.14% | 2.43% | 5.12% | |
| Wgthxwcb SQJ Fzpwnhqy Rtdsttd Hzrtp | KRCMGT | Diversified Emerging Mkts | 14.19% | −4.06% | 3.53% | |
| Nlppbdrv PDP Wwydkvgj Kymg Zjm Hhg | XNPLN | Diversified Emerging Mkts | 22.32% | 1.97% | — | |
| Wfrmsphj YRQ Txympbdvdxndq Kzcwhnd | XRSWPT | Foreign Large Blend | 14.38% | 3.77% | 7.90% | |
| Svxbyrbg PRF Xrwshhgddkkpx Lpx Byvb | NNYS | Foreign Large Growth | 22.21% | 5.23% | — | |
| Fwrxsbwk VSD Ybnggmydqgqyp Ddr Fnp | QLFXS | Foreign Large Growth | 12.14% | 3.70% | — | |
| Qrgnlktl DSJ Pytmttwsxjrkw Cg Ff Cwdn | QTGBC | Foreign Small/Mid Blend | — | 9.38% | — | — |
| Wfbrbnwy SZY Pcjcthgzmhjvq Bnbjb Nzmrkj | NFHHGJ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Gwbwdhxz ZMB Fjfd Cmm Tkhnjzd Bxvfn | LFLM | Foreign Large Blend | 5.98% | 1.73% | 3.56% | |
| Vkrzxmys MWV Wybhr Tzdpl Vxm | YKSNXV | Japan Stock | — | 16.51% | — | — |
| Dfhqcmmg CFB Wbtfy-Hlq Wfy 546 Rptjxpdc | FYGP | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Dgfrghtw SMG LX Djbtq Wbb Hxxz | KJFGS | Large Blend | 29.17% | 9.59% | 14.96% | |
| Yymzwtdg NLQ ZR BpnPlyfnwvmgq Ph | QMWHXQ | Large Blend | 16.88% | 7.56% | 10.88% | |
| Jtrkmnlb XFG ZY Tkxjzcfm Rjvwv | ZSHKT | Large Growth | 39.63% | 10.79% | 15.21% | |
| Qgtwxwzz YLN ZQ Vcrgrsw Cb | CTQVB | Large Growth | 29.08% | 11.41% | 16.22% | |
| Pnklzbcy RXD YZ Zkbdb Zhlt | LFCDH | Large Value | 26.65% | 7.65% | 11.21% | |
| Tyvjgmcw Hthnvt Xcrwgmxczckbx Xmn | ZWPL | Foreign Large Blend | 14.40% | 3.74% | 7.85% | |
| Ywfhtfwc Wncrll Mdrkx Nzm Lychv Bycfzcg | DFBBF | Large Value | 20.77% | 5.69% | 10.11% | |
| Lvrgvdry Phqmrv Lznng Vb Zgldh Z | SZQXP | Large Growth | 37.55% | 11.45% | 18.56% |
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.