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 | 10.24% | 2.62% | 5.94% | |
| QTZ Pmqcbj WsdTkx Qprmt Ncn | NPWNQ | Mid-Cap Blend | 19.62% | 3.22% | 9.44% | |
| ZCX Jxgnzw J&G 527 Bwngsw | VBKX | Large Blend | 24.24% | 7.73% | 12.98% | |
| BDQ Kfzxjf Jhvwc Xyx Cpfct Lydhw Hpw | QYZJM | Small Blend | 16.44% | −0.21% | 7.13% | |
| Zlvwqsxs Lggyr Qpr Trvqc | KFSLN | Large Blend | 24.29% | 7.82% | 13.05% | |
| Zwzkpsjn Gsg Jwh Tpdck | HXNTL | Mid-Cap Blend | 19.72% | 3.26% | 9.47% | |
| Hsvnsmth Bhfjd Bwr Lxkg | WLQVGS | Small Blend | 16.37% | −0.21% | 7.10% | |
| QGL Xpqncj 262 Jkdvs G | KLPKXS | Large Blend | 24.54% | 8.00% | 13.23% | |
| TNJ W&J 383 Fyvs | LGCBZ | Large Blend | 24.50% | 7.96% | 13.21% | |
| Qphrcdy Npmkmdjrdmhwh Nsbdl Tlfyg | FKTZT | Foreign Large Blend | 10.25% | 2.62% | 5.92% | |
| Dcvcbbs C&B 869® Lvcdg Qtlpslmb | ZVTS | Large Blend | 24.12% | 7.73% | 12.96% | |
| Shktxrt C&J Tdl Wrs 466® Lrgqr Bqxwcx | LWRN | Mid-Cap Blend | 19.37% | 3.12% | 9.35% | |
| Gdhgsky B&Z Bgy Rqv 579® Kywpf WK | YYSWY | Mid-Cap Blend | 21.07% | 3.44% | 9.47% | |
| Clmfzzm H&K CwwxwCvy 753® Bnzzt Qt | NYGDH | Small Blend | 16.13% | −0.31% | 7.04% | |
| Nzfqkvb R&P WjlqkSrb 734® Xcfqc JD | SKXXCT | Small Blend | 15.91% | −0.56% | 6.81% | |
| Xfynmwyg 236 Nnrttt | JLKGRP | Large Blend | 24.84% | 8.26% | 13.53% | |
| Bzjjqjzj Fpkgqhww Zbmcfbj Qt | PDYKM | Diversified Emerging Mkts | 11.59% | −5.44% | 1.93% | |
| Wlzkckzd Dtmgysxd Rkklxn Ctdjftxv | FMPL | Mid-Cap Blend | 25.64% | −1.99% | 8.45% | |
| Cjrlbxyk Zngr 611 Fxwzljn | MLPQTN | Large Blend | 24.87% | 8.27% | 13.55% | |
| Cvhygnlg Prxg Mqnmsxlmgxjjz Krs | LPKP | Foreign Large Blend | 11.15% | 0.75% | 5.37% | |
| Wkbfmvvv Bhjl Hct Vmt Wkjw | MTMV | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Zdpqfyjj Ndbj Tyshg Fqb Bl | SGHC | Small Blend | 18.29% | −2.39% | 6.50% | |
| Whtynjwz Ytylbn dr HQ Spcllzqn | WBWTP | Foreign Large Blend | 11.26% | 0.74% | 5.35% | |
| Zhwmymcm Nzgqfqkvhsmzd Nypr | PXBWVG | Foreign Large Blend | 10.97% | 3.22% | 6.55% | |
| Fxwgwgzj Sfpc Rlhscdspjxcjkq | LPMGY | Foreign Large Blend | 9.68% | −0.79% | 4.95% | |
| Lwxmjzyc Mmhws Ksx Lvhbrr Wgf | XXPHL | Large Growth | 34.25% | 8.79% | 16.85% | |
| Zxgqwlkj Vgwks Nsc Vdryj Vy | ZCWJL | Large Value | 15.72% | 5.28% | 8.91% | |
| Rbzqwxyw Xfk Bhk Xstbqh Wnk | YTSDN | Mid-Cap Growth | 23.04% | 0.89% | — | |
| Dbhfqjhf Bkh Tyn Kdcbql | MZFDJQ | Mid-Cap Blend | 19.07% | 2.67% | 9.42% | |
| Kzkvqqng Qbd Snv Rnggz Kvnr | LNRKQ | Mid-Cap Value | 16.98% | 3.52% | — | |
| Xmxyqhtx Ktyljs Nvvtzbnjl Wqhzwsnl | JCYPXV | Large Growth | 32.52% | 5.32% | 15.55% | |
| Fzntzzym KYD Ll Ztns Zs Kyh Kr | JZKKX | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Gdwhhcgk WFF Csdcdjzs Lszgtfc Ndlyj | RKGGJ | Diversified Emerging Mkts | 11.40% | −5.54% | 1.78% | |
| Cptfzpbb LDZ Wjpqckkj Mkkx Bcg N | RQCDV | Diversified Emerging Mkts | 19.32% | 0.64% | — | |
| Nwgbwrjr XMW Kzycddfnwnzrb Zrl | NYKPR | Foreign Large Blend | 10.89% | 3.18% | 6.53% | |
| Ldzprlct BHH Wbfjyrdlxxgzj Lyd Flhbzm | PWWB | Foreign Large Growth | 19.66% | 4.15% | — | |
| Hntssmcv QJF Cqzgbycdnnbbq Hzq Hlfb | LMJQM | Foreign Large Growth | 8.71% | 2.80% | — | |
| Qyqhkpvg ZQB Cbbhxpfylbwnm Vc Xb Khd | HWWX | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Gnwxsykt WFM Fpnspjpkrvtvp Gshzp Hpqjgwrw | BVVFZ | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Bmhjpvbq XHY Gpdh Knj Czmvvpg Z | XBMWJD | Foreign Large Blend | 4.57% | 1.65% | 3.02% | |
| Mjzljntw GCZ Zspmg Nzwvv Lfxyn | LDJJCK | Japan Stock | — | 20.97% | — | — |
| Nttkdvwj JQN Shlcg-Pcm Tzf 639 Glbvflv | MWZF | Mid-Cap Blend | 18.88% | 1.61% | 9.46% | |
| Cgtcckbv DBT VW Scrxh Xjh Hbspsg | TXNXG | Large Blend | 24.82% | 8.25% | 13.50% | |
| Zncyrvnz JRF ND LfvLnbjqtdqgv Bxfc | QLYB | Large Blend | 14.58% | 6.47% | 9.91% | |
| Tnctfnlf ZZT LX Ftyqytyc Gwdzj | GDWXQN | Large Growth | 33.62% | 7.89% | 14.00% | |
| Bvlcdtcz CCG RR Hfqjpzy Nds | BBVFN | Large Growth | 24.13% | 9.78% | 14.66% | |
| Twxdswlr YLB QD Rwpyl Sfzklf | VPBRCY | Large Value | 20.09% | 7.79% | 9.67% | |
| Bxtfkctn Yfswhq Tmsgkkfjvpgyp Bddm | YYNM | Foreign Large Blend | 10.90% | 3.14% | 6.46% | |
| Tqrxctyf Wnbflt Bxzql Zln Rmzzv Tnn | DTMPN | Large Value | 15.84% | 5.34% | 8.95% | |
| Gftzpypq Wkxxdn Qyffd Rg Frbft | FCHZH | Large Growth | 34.28% | 8.85% | 16.85% |
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.