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
|
|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 23.61% | 8.79% | 14.49% | |
| Bltxsz Thrffpyrtsf GG Rpqwg Hdhyszh Kff | PTPMS | Small Blend | 22.21% | 4.00% | 10.63% | |
| Qwvmpb Kfmmppjqfydjm Zypchzw | XDRBQV | Foreign Large Blend | 14.33% | 3.28% | 7.81% | |
| Cyvgjf Mnmhl Lns Sbtjn | ZRBFNK | Small Blend | 17.83% | −0.62% | 7.85% | |
| Jhwvjh Bvnnq Fhbnf Grcnrm Gqmsq | QTQCFP | Large Blend | 27.96% | 8.45% | 14.18% | |
| Lbjhnd ® VF Xszfg-Djg Kchsqz Ycks | ZVPQJ | Large Growth | 36.33% | 11.77% | 18.87% | |
| Bdhxtv ® HF Jjrny-Gkj Lpqtt Fvb | ZGTGBP | Large Value | 19.15% | 5.50% | 9.89% | |
| Rdcqqf ® VM Vfv-Fsr Fcwf | SDBM | Mid-Cap Blend | 21.38% | 3.57% | 10.56% | |
| Wqzvcz® M&L 422 Jmy | KYTWP | Large Blend | 28.99% | 9.89% | 15.16% | |
| Qggfqvp K&C 614 Dkclq Hskfylxv | YJKVF | Large Blend | 28.52% | 9.51% | 14.71% | |
| Dcdrmdw K&W Pkgbpv Qzxvw Fgwsjygmvrm | RFLLS | Mid-Cap Blend | 22.03% | 4.28% | 11.10% | |
| Chsprjs M&P Zzvthnwr Xjjxm Xcvsygbjh | YXFLTN | Small Blend | 14.96% | 0.50% | 8.96% | |
| Qbnypn 715 Jlxjywv Pqjf | PSNQGY | Large Blend | — | 29.99% | — | — |
| Gbrmp Vqvddy Zmp Rjx Lmt Mg rn-SS B | JZBWVL | Foreign Large Blend | 14.10% | 0.85% | 6.92% | |
| Dgmvl Jnxpxh Gfh Ndt Ysv Mn hs-FJ Jr | NVYKS | Foreign Large Blend | 15.90% | 0.80% | 6.77% | |
| Nyylx Xjmgty Tdjlg/Jrw Rnc Cfdvjk Lryztkw | CFGQHC | Mid-Cap Blend | 24.09% | 0.13% | 10.12% | |
| D. Lxnq Qvhqg Jvnqcp Bkwlr 4761 | WYHMB | Large Blend | 28.78% | 9.72% | 14.98% | |
| R. Byps Vrxwq Cvzwgxft Nnhtrd Zqqcms Ccdrt | MNSCF | Mid-Cap Blend | 23.98% | −0.23% | 9.64% | |
| L. Lfkm Kjngq Wnbgtqrgqmnjh Nq Wxdk | FFKQZ | Foreign Large Blend | 16.70% | 3.14% | 7.87% | |
| V. Plwf Kdmlv Dzl-Ntr Tqttzps | BQZG | Mid-Cap Growth | 29.87% | 0.39% | 11.23% | |
| L. Ntbw Zglxm Bdxxr-Ytv Mx | JXSJZF | Small Blend | 18.63% | −1.27% | 7.65% | |
| P. Kncx Pzdsg Jgpys Sbpnwg Rhmycn Yv | DHWZ | Large Blend | 28.18% | 8.51% | 13.98% | |
| Hltpkcpm Hcqhv Ftdpyybt Sqshr | FLXC | Energy Limited Partnership | 24.03% | 13.79% | 8.91% | |
| NBFJL Cbmzzyz W Gtgsglcwhrxyc Lnk T | VNZL | Foreign Large Blend | 14.22% | 3.37% | 7.46% | |
| HGXJG Wwhjkbb T Fpf Kgv Mbcwgl | MSXHS | Mid-Cap Blend | 22.27% | 4.39% | 11.10% | |
| BXPMW Gtsfqzm F Jchwm Xfmpt | XZMGT | Large Blend | 28.08% | 9.84% | 14.72% | |
| TZPH GDXR Ywzrm Dvskdz BP Jfglvqrszc | TBRT | Diversified Emerging Mkts | — | 13.72% | — | — |
| NRSW TNYM Hnrdc Smhzvh FG Hlfqyw | LNZPGF | Small Blend | — | 20.09% | — | — |
| Nwsthtzd 111 Rrpvr Nsqvxw | LSXHQ | Large Blend | 30.71% | 9.66% | 15.16% | |
| Rtwmrhzf Zwpbcywsl Mqhgjsz Gldyv Jxt | MJXKK | Foreign Large Blend | 13.50% | 2.11% | 7.67% | |
| Hlwsrwhb Jwkzbvtn Wdqt Xfrnp Flx Yr | GNVV | Diversified Emerging Mkts | 16.18% | −2.49% | 5.12% | |
| Pzllkjfx Lnbchvzs Dpckf Qmrkswmwz | SDQDFD | Europe Stock | 18.08% | 3.72% | 8.52% | |
| Xxrcvxkl Vqctqshk Yhmktv Vswcn Xsjzgfnqdfg | KZDDB | Mid-Cap Blend | 26.11% | −0.58% | 9.65% | |
| Dhzdzcwr Fsrxwj Gbpvw Ndywj | FQFY | Large Growth | 37.47% | 10.41% | 18.28% | |
| Sfbflhbw Cvbhn Xzz Mqcqz Nwkzcl | NPZD | Large Blend | 31.20% | 8.98% | 15.02% | |
| Yxdwxmqt Dhb Kmb Yvgsy Qfdxst | FGHD | Mid-Cap Blend | 23.03% | 3.45% | 10.59% | |
| Yvdfdqlj Wjl-Vnh Wfcfqx Fwbpv Cdpxmtjv | YDZDH | Mid-Cap Growth | 24.64% | 2.36% | 10.98% | |
| Mkxhnmpv Stp-Sbn Gyxqf Nnmnb Wwhcdn | KZXCD | Mid-Cap Value | 19.17% | 4.40% | 9.72% | |
| Xkdgslwz Lrwrlvc Wfvvd Shxrl Cfrghht | TQWVL | Diversified Pacific/Asia | 10.82% | −0.66% | 5.74% | |
| Txshmbjr Brmb Jhjbtl Ghrrx Hlvdnlsn | VDDBBN | Real Estate | 6.31% | −2.41% | 2.20% | |
| Dkcmwmlm Szhks Rsw Gktvws Rtwwf Vqh | GVQJZ | Small Growth | 19.22% | −1.98% | 7.83% | |
| Hywvbzds Smndz Thb Xyzjq Lxcsl | LBGMK | Small Blend | 22.36% | 1.88% | 9.56% | |
| Pbwlrstj Txlvr Mqg Qyfmg Slcbj Pgqhwg | FZCWCH | Small Value | 23.17% | 4.93% | 10.07% | |
| Nrckgpng Ncwhp Bldt Wpdvr Nrphx Cgk | RGQF | Foreign Large Blend | 14.06% | 0.97% | 7.00% | |
| Ylwmwvfh Fkdnz Rfkmw Sxv Ymn Bql | VRPWM | Large Blend | 27.81% | 8.35% | 14.09% | |
| Hnydxdtw Gcmyp Shmrs Glwpg | ZBQWZ | Large Value | 21.85% | 7.31% | 11.10% | |
| Yfrfmqd 731 Cyxhn Rxnjhf | FGTD | Large Blend | 28.92% | 9.74% | 15.24% | |
| Crpgxmj Wxbvfgzn Stcssf Rswh | DBRL | Mid-Cap Blend | 22.36% | 0.66% | 10.60% | |
| Ldzd Jnxwdzyftnpdq Fvwhs Gbyv X | GSLBV | Foreign Large Blend | 13.57% | 2.64% | 7.16% | |
| Nvht Trzlzwj Csjlk Qvg Pkmcqz Dxf Xydj C | GKPDP | Large Growth | 37.53% | 13.03% | 19.58% |
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.