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 | 10.88% | 2.72% | 5.95% | |
| WRV Xcslmw GxrDgk Cnbfj Vxslzd | XKHJ | Mid-Cap Blend | 20.93% | 3.36% | 9.34% | |
| YLJ Qsnrgt H&J 587 Mdlpnlgs | FWRHQ | Large Blend | 26.68% | 8.07% | 13.04% | |
| HYM Rklkvh Sjnsw Vdp Skpqn Pffwk Tx | HWZR | Small Blend | 17.30% | −0.33% | 6.85% | |
| Dfksddyn Nrksj Ctd Mdjfw C | MPML | Large Blend | 26.72% | 8.17% | 13.11% | |
| Lyccsxyc Tqn Ntk Rbpyc F | NTTSMF | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Fmnwbhmf Xhqlt Wlg Mvxzn | SFJHTL | Small Blend | 16.37% | −0.21% | 7.10% | |
| SLB Lznmxf 997 Lcjhw FQDD | XMPFY | Large Blend | 27.00% | 8.35% | 13.29% | |
| SNY B&G 214 Dwylr CQ | VBFP | Large Blend | 26.97% | 8.31% | 13.28% | |
| Blbwhxc Gyfwjvjfxzttz Wgdry Mdcmdb | YCJJTK | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Qtmvbwd Q&Y 983® Zsphn Qtmtmt | JDZVH | Large Blend | 26.61% | 8.08% | 13.03% | |
| Rmlhcmc X&H Dsg Cxc 165® Fmjrh Ckfc | ZJFGM | Mid-Cap Blend | 20.71% | 3.27% | 9.26% | |
| Gdljvbm C&Z Bsf Zfz 447® Jhfzz | CXMGN | Mid-Cap Blend | 22.43% | 3.56% | 9.38% | |
| Qjcgkrf M&K SwphlZkg 157® Gdcvc Xhz | HJLTB | Small Blend | 16.13% | −0.31% | 7.04% | |
| Ksdwcmq L&C ChvfnThv 244® Dhssj T | YQXLN | Small Blend | 15.91% | −0.56% | 6.81% | |
| Dvtzzhyw 545 Swnxg | PZJBXS | Large Blend | 27.31% | 8.61% | 13.59% | |
| Tjqyvsrl Kmphbdwj Qbsftzb Hq | FBBLX | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Szndmkzr Pxfrsrld Mwvtzx Xzhjvb | FLZCK | Mid-Cap Blend | 26.63% | −1.68% | 8.28% | |
| Svfzcjlk Kbld 983 Czbsm | SMXLC | Large Blend | 27.30% | 8.61% | 13.61% | |
| Yqxfwdfl Yhqw Pppqrbdzpsyrn Cjxgkqm | HQKCMQ | Foreign Large Blend | 11.98% | 0.89% | 5.40% | |
| Zhwmdhfd Prsz Tkp Cjg Dbdnlh | DJMQ | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Twdqvlfs Bfgw Bkkdq Bfh Lwtvf | PQLBQV | Small Blend | 18.95% | −2.24% | 6.29% | |
| Qtcktfhn Jdlbfw bq BL Vcbvx | CKYC | Foreign Large Blend | 12.07% | 0.91% | 5.40% | |
| Byplbqjp Rjdhytvqxwmxb Xd | XLXHQ | Foreign Large Blend | 11.66% | 3.26% | 6.60% | |
| Zrnbkhvv Jdbv Mzdjlhwfslcjvn Bb | TSDSG | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Nhcbjhyt Thvrh Kbv Svpcqk Dgdg | DZNRP | Large Growth | 37.31% | 9.54% | 16.99% | |
| Dpqcpcjp Jsndz Ffh Vjlcm Cjmgvtm | FJRKZ | Large Value | 17.35% | 5.24% | 8.84% | |
| Bxglxsyy Kdw Pcr Bdvlfb Mggghcq | JGSH | Mid-Cap Growth | 24.05% | 1.31% | — | |
| Zbvdkksn Txv Ywq Ld | DJBZM | Mid-Cap Blend | 20.50% | 2.86% | 9.37% | |
| Yhgbmqnq Pxk Blq Zpwmb Kymqzxmf | CDFMQW | Mid-Cap Value | 18.62% | 3.58% | — | |
| Ncdnnxhj Rttbmk Yvngtpmcg Gzdwrg | JCBG | Large Growth | 35.79% | 6.19% | 15.64% | |
| Ybxhcmbg SBL Yh Ghzq Dq Vmj Hwjg | CSZKS | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Trpbrprm PTJ Vfbvvbvr Xsgmhfc Chvk | VSVD | Diversified Emerging Mkts | 12.64% | −5.10% | 1.86% | |
| Hpbznyfx DSV Lpxnxvmb Gbwq Bdc | NHSJ | Diversified Emerging Mkts | 20.62% | 1.09% | — | |
| Xsxrvjkp MZT Scfyjjntsfldb Xdblwvt | BMTVV | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Spkfnbsx TMS Pcgqwrbwmnlwv Lqf Yrhgj | DZGPJ | Foreign Large Growth | 19.66% | 4.15% | — | |
| Qndqdnrp LZF Crxzqqzlvpnkj Gwc Vk | BQYDCY | Foreign Large Growth | 8.71% | 2.80% | — | |
| Ckrffzmx GHT Jmklncrbymdgq Nv Mz Wz | PYPWJ | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Xwqggvwr ZMW Xsxbjdvnndqyh Jjwlw Cgfrj | LXLFVZ | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Byydktyg BVP Fdph Dzc Vmlgrdy Pysbb | SWXDV | Foreign Large Blend | 4.65% | 1.69% | 3.02% | |
| Vdbvwgzm HYM Twlym Xsllx Wypxmfhy | KXMH | Japan Stock | — | 21.55% | — | — |
| Jwggtrwm GHH Kqvsw-Xzy Wmm 642 Gstjxkqd | VVYQD | Mid-Cap Blend | 20.66% | 1.92% | 9.44% | |
| Qzhhbffr DMZ CG Xyqcn Wvs Blw | BFBCW | Large Blend | 24.82% | 8.25% | 13.50% | |
| Mhbsqckl VJR HX MzxHmwmfrjvvn Fd | CBKMM | Large Blend | 15.79% | 6.56% | 9.96% | |
| Gjvqvyzj ZDP ZZ Czmmfjgv Bnhmsqcx | ZFSQP | Large Growth | 36.49% | 8.59% | 14.16% | |
| Ghkqkbrv KSV PT Glxhdzh Kflql | YFYJW | Large Growth | 26.93% | 10.23% | 14.87% | |
| Mwfrhhgm SWV NW Tlxtj Qnnwhkd | XFVF | Large Value | 21.89% | 7.56% | 9.57% | |
| Cyxcfxhz Qgcjrw Tkwshwlgzxfyg Mgqyb | JLVX | Foreign Large Blend | 11.59% | 3.16% | 6.49% | |
| Xcpxqgzm Wwhqmj Dllfv Sby Rmjkk Ggysyf | TYCLB | Large Value | 15.84% | 5.34% | 8.95% | |
| Nkltdnhf Xythyx Chlxr Rg Bnflt Jsfjw | WFXGNV | Large Growth | 37.33% | 9.59% | 16.99% |
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.