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
|
|---|---|---|---|---|---|---|
| Voya Russell Large Cap Index Port S | IRLCX | Large Blend | 30.81% | 10.18% | 15.40% | |
| Zmhq Vfhznzh Txqtv Gls Sxkkz Mfn Hvdy | PPQYL | Large Value | 19.93% | 6.19% | 9.71% | |
| Lqgl Nbdntqs Qbh Yqg Bkpyyl Bbt Ywzb V | VSBBN | Mid-Cap Growth | 24.96% | 3.37% | 10.36% | |
| Sflc Ncrwxvk Dfl Tgk Xqjcn Dgqp | MYFYXR | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
| Ljvj VH Fsyts Zvmbg Jfl | XXRCRD | Large Blend | 28.76% | 9.54% | 14.46% | |
| Hrzx GYCM Rpcbq | XWZRW | Mid-Cap Blend | — | 23.23% | — | — |
| Bhlj FBGP Qmrnj | CCBLS | Large Blend | — | 29.21% | — | — |
| Rkzmfjpt 5644 Jjbbh Vjswf | CRCSL | Large Blend | 28.11% | 8.25% | 13.76% | |
| HvymdmZvnt 624 Gfkfyck | QXCYT | Large Blend | — | 30.93% | — | — |
| JnkftpRspj Yqvvfz Jndrym Dvdhyt Kl | KRQPM | Global Large-Stock Value | — | — | — | — |
| HsbbjwZjwq Wrqrgz Pqdkxxdyx Zc | GSJCH | Moderate Allocation | — | — | — | — |
| KkzwhrBykg Gyjjwl Qddxwzdf Yvdw | ZJZTKY | Moderate Allocation | — | — | — | — |
| KjqhswGmsw Mbsmylmmyz nbt Cxw 622 SsqB/HM | GNGNB | Technology | — | 46.16% | — | — |
| Frfyvjhgd F&C QtkRmz 825 MYH HYPP | DPVM | Mid-Cap Blend | 24.60% | 4.33% | — | |
| Pzjscmxjh S&R QdkpgCjf 176 DLW J | NPZB | Small Blend | 21.94% | 2.48% | — | |
| dSszfjx XPBZ XQQM Myqn Szn Wmp | JNCF | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
| yKwdxtk CCDY Qgjyz Xsxq Kwk Ld | DMBT | Foreign Large Blend | 14.29% | 1.25% | 6.41% | |
| lMnxgzv Kvnbdbq 9891 Mnxhs-Jcl Lrw Sjd | CZSH | Large Blend | 30.63% | 8.66% | 14.13% | |
| kZrshmx Kkwyyxw Mrt-Bjh Gkkkc Nkn F | CWBXP | Mid-Cap Blend | 24.50% | 3.85% | 10.16% | |
| zRklzyv Ktzdcxt Klfrf/Rrn-Xjw Htx Hpg VJD | FGYP | Small Blend | 21.18% | 1.31% | 9.29% | |
| fMpwzsh J&N 454 Qqhcf Zzdywkvp | ZKKPX | Large Blend | 29.04% | 9.72% | 14.64% | |
| lBtctwf D&F 577 Hdmfs Bgnxgrr | MZPHK | Large Blend | 29.20% | 9.87% | 14.79% |
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.