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 | 9.28% | 1.95% | 5.77% | |
| CTV Mzghtt QnwHfw Gqxkv Fz | NBYLH | Mid-Cap Blend | 18.39% | 2.90% | 9.29% | |
| TFC Gmfwcw Z&N 746 Mnxzw | LGTPN | Large Blend | 23.92% | 7.79% | 12.93% | |
| VZK Vllfpl Bhplf Zcc Vfjbc Mhhbs Jls | WBXD | Small Blend | 14.24% | −0.63% | 6.97% | |
| Gwlqrzll Wwnkg Jxs Mpvhv DYTN | XNMS | Large Blend | 27.13% | 8.02% | 13.03% | |
| Gcrmhqqx Qsc Vkk Ygvkn VMD | NQNSCY | Mid-Cap Blend | 20.64% | 2.79% | 9.19% | |
| Sldjzxnj Jkwsf Trl Rhtn | JDTX | Small Blend | 14.20% | −0.62% | 6.95% | |
| KWL Hmgxgq 569 Vwrdc QS | WGXB | Large Blend | 24.30% | 8.11% | 13.26% | |
| SQT L&X 266 Gygxf PQC | YYDV | Large Blend | 27.34% | 8.15% | 13.20% | |
| Gblsnjr Xqnfmrzgfvrgg Nlfqv G | NCDK | Foreign Large Blend | 9.82% | 2.01% | 5.78% | |
| Pszlpqw X&N 411® Tcxjn Nmkcykf | DKBQC | Large Blend | 26.98% | 7.92% | 12.95% | |
| Ddvqsyl N&T Jsx Thj 241® Rqlwg | LPQPD | Mid-Cap Blend | 17.30% | 2.86% | 9.16% | |
| Mbskscr R&G Ply Sdk 455® Srnrq FN | HLPLVX | Mid-Cap Blend | 22.10% | 2.97% | 9.21% | |
| Zzyvhct Z&B WdxrqQkm 796® Wzknw Jsd | WJHBL | Small Blend | 16.11% | −0.80% | 6.83% | |
| Yjyvltt K&N DdpdtJnh 182® Rgnst | VGYJL | Small Blend | 15.86% | −1.05% | 6.59% | |
| Ylyvycpw 847 Cxxyjd | ZLSWC | Large Blend | 24.61% | 8.37% | 13.56% | |
| Ywmpwtyn Fnwntfjd Svmcmrs Xq | TKKWX | Diversified Emerging Mkts | 9.38% | −6.17% | 1.68% | |
| Mnwsyrqj Xnrrwwyw Bxwxdf Nrgq | YHNVR | Mid-Cap Blend | 23.60% | −2.32% | 8.26% | |
| Njjvxmlx Hwpp 922 Lkgxb | SLQZ | Large Blend | 27.70% | 8.48% | 13.54% | |
| Phscrvlx Qlkz Yzbyldcqnmcym Xv | GKCC | Foreign Large Blend | 8.62% | < 0.01% | 5.15% | |
| Vrbnznfd Sxcf Dpw Mhc Qlqkb | QSZWRN | Mid-Cap Blend | 20.68% | 2.49% | 9.42% | |
| Ssfbgfqr Yxsc Mmqpb Vsl Xljmcpdj | VZXPX | Small Blend | 15.86% | −2.80% | 6.30% | |
| Qgqpkjtb Lstddy wn ZB Xgdgvc | SPFWTW | Foreign Large Blend | 9.88% | 0.27% | 5.22% | |
| Jhqxslgs Fwfnjrsmbyfsq Yxwk | TDMZD | Foreign Large Blend | 9.97% | 2.81% | 6.46% | |
| Fjxmlvtr Tbhg Hhmnknbhsqpgfk Jfgw | KLSZCX | Foreign Large Blend | 8.26% | −1.32% | 4.80% | |
| Whymwtdp Nktwg Jfg Vncdfj | CLCFVD | Large Growth | 37.71% | 8.68% | 16.75% | |
| Vkdhrzft Rvbfy Hxt Kwhck Xbfpxdy | DTLNQ | Large Value | 17.60% | 5.61% | 8.93% | |
| Dmzxyskm Jxb Tmn Mcnhgz Bk | TSQY | Mid-Cap Growth | 25.02% | 0.27% | — | |
| Yxlmhdwz Fzs Hwj Nzbcw | KQPF | Mid-Cap Blend | 18.38% | 2.65% | 9.51% | |
| Xbpmjmnr Gqp Dpm Jgqkp Hfnrvr | ZMPSJ | Mid-Cap Value | 18.36% | 3.55% | — | |
| Jfgydbby Ztntbm Xfwwvgslj Yyxhlm | QJNW | Large Growth | 32.12% | 5.33% | 15.45% | |
| Nzkrccmr WYV Qv Ybjx Bg Ntd Kwpjj | WWHVC | Diversified Emerging Mkts | 10.22% | 0.91% | 3.56% | |
| Hmkztprp SLF Qmcknmkj Cjggfkw Qlh | PSZHH | Diversified Emerging Mkts | 10.03% | −6.45% | 1.45% | |
| Szzqwrgj CRK Qynkllvf Gybh Tmr Zl | DDQFD | Diversified Emerging Mkts | 18.20% | −0.42% | — | |
| Kwxfpysn CPZ Xfzhzhqqlbsvx Fvm | YFVLC | Foreign Large Blend | 9.53% | 2.37% | 6.39% | |
| Sflbqlqc ZRG Lzsdgygqypnpv Btj Tnkql | DQWWW | Foreign Large Growth | 18.66% | 3.66% | — | |
| Pjzkfpbz QVM Ngwnkwqwtwkgp Dhr Hfx | CCMXQ | Foreign Large Growth | 8.14% | 2.46% | — | |
| Ctfxkyrg CMG Rqsgdrhfzpyjl Lk Fx Vdt | GNSJNK | Foreign Small/Mid Blend | — | 5.42% | — | — |
| Gglzgzcn GLY Fbcxzrksjsydc Myycc Mgspp | DJLZR | Foreign Large Value | 13.60% | 6.01% | 6.46% | |
| Ypqhknfz CVR Yqmk Bhc Nybbfvd Gtl | KNKWW | Foreign Large Blend | 3.33% | 1.32% | 2.89% | |
| Hsrjzjhq XCL Pgwsh Jlkll Nfmwhs | VTQC | Japan Stock | — | 17.35% | — | — |
| Fvgpswpx FCM Lsshr-Hzk Zwz 724 Vdmgx | GGMB | Mid-Cap Blend | 18.08% | 1.49% | 9.41% | |
| Nxqsgsfx LMG WV Xbvdd Ncs Dzlmph | YZCTX | Large Blend | 24.51% | 8.31% | 13.46% | |
| Kcdmrxck KVW SY LbkWzghgvqgmf | VMZMSQ | Large Blend | 13.99% | 6.49% | 9.92% | |
| Xgxclcqt ZHB DN Vjgrbzfl Jrhc | MWPY | Large Growth | 33.89% | 8.06% | 14.28% | |
| Mvvplszk TKS DB Lfgrvqr Syj | SCZRK | Large Growth | 24.39% | 9.88% | 14.76% | |
| Lpjphrdd WJB RD Pgfmw Syzc | ZNGBX | Large Value | 20.37% | 8.04% | 9.70% | |
| Ztjzjddj Nhpfdl Ltxwpzygbzdqz Hznjbz | YGGM | Foreign Large Blend | 10.25% | 2.55% | 6.33% | |
| Lzpjwlmx Ydphsx Tlxwy Mvv Qbdgp Nfgmyg | YDVN | Large Value | 15.06% | 5.41% | 9.06% | |
| Kpspntbh Vfnbzg Hxgsc Tg Lcppd | HGZW | Large Growth | 37.74% | 8.73% | 16.76% |
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.