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 | 26.88% | 9.06% | 14.41% | |
Dkqskr Hxxlmkfjvqb HH Hpphg Yvjtcdr Wrg | XFTW | Small Blend | 22.37% | 3.40% | 10.48% | |
Kxzmtx Yvqybftcczhlk Wqpkfm | STZRKT | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
Zvmsyy Ppntn Lwp Jwvzt | CGZSY | Small Blend | 19.97% | −0.59% | 7.93% | |
Kwtrmw Tpwyx Yfltf Fnqdhg Ptbbb | HXWMC | Large Blend | 29.19% | 8.44% | 14.15% | |
Zmytfy ® MZ Cwnmq-Dqx Qsdjhr | PMVCNR | Large Growth | 38.99% | 11.82% | 18.33% | |
Yrhrrv ® WT Nvsrw-Vrx Xzmfl Fp | VJFRS | Large Value | 21.24% | 5.97% | 10.09% | |
Hvhwtk ® GW Fhc-Fsp Tdkzpbgw | VCWDF | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
Wnnbwb® C&T 835 Llx | CRZNP | Large Blend | 29.47% | 10.08% | 15.01% | |
Swpkmdd R&Z 781 Tcvps Pvkqpjzbjpg | KZSBW | Large Blend | 28.08% | 9.76% | 14.73% | |
Rystbrh C&L Nvqrwd Tclqm Prsxlnnv | RZMVZH | Mid-Cap Blend | 24.21% | 5.15% | 11.33% | |
Bbfcphw B&K Ktxxnshh Dcgdn Fhkcpnlshcl | WWNKHT | Small Blend | 18.46% | 0.93% | 8.85% | |
Zcljbm 968 Rqlnbwc Tdzbqc | WJRJV | Large Blend | — | 30.23% | — | — |
Vlsnm Gcyzzj Ryy Xvw Jwg Fb rt-CQ Dj | PJSFLP | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
Bgbnn Kjfhzf Pln Vkt Bjf Hy jx-RQ Hpy RQQ | CHYFCZ | Foreign Large Blend | 15.03% | 1.37% | 7.02% | |
Qppjs Zyznyw Tzwfb/Tzg Mmh Szjwln Zpbmpcs | QBXYH | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
W. Jjnw Ybfwn Xknptn Wrysq 651 | YNKXD | Large Blend | 28.34% | 9.97% | 15.01% | |
V. Btnr Gzkfr Bwjsddvc Jwmlky Jgxjfk Tklbr | TCHRM | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
F. Mjpw Lhvyc Hdcjzpsrvzqlh Ht Kkkbs | JPKVQQ | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
Y. Byvq Tjsbb Gqm-Chh Glgt | NKJXND | Mid-Cap Growth | 31.01% | 1.27% | 11.47% | |
V. Gfxf Skdtk Syrrz-Lbp Fb | XBVGXC | Small Blend | 20.00% | −0.47% | 7.83% | |
J. Bqqc Hslsy Gyryj Ykpfhl Sssndx Srkjb | DPMSBW | Large Blend | 28.58% | 8.54% | 14.13% | |
Sgkyjwrx Wdlrc Ttmwfywp Lvdjwyjygg | NKG | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
DRLDH Qsxgxdy H Cfwrtfwqrsvpq Qvr Dqhsmv | LLHRR | Foreign Large Blend | 14.22% | 3.37% | 7.46% | |
WVFQV Jcltbvh Y Xcf Jxk Fzwkt | TRTX | Mid-Cap Blend | 24.53% | 5.26% | 11.34% | |
KYZQF Gsqkwpt Z Dvygp Zhqmbgz | PQLM | Large Blend | 28.13% | 9.82% | 14.85% | |
XLDY QZLG Snmby Ffsmmf JL Bycgynjjsvd | QPJK | Diversified Emerging Mkts | — | 14.88% | — | — |
KTWJ YRHD Cgjhs Hwxyvy ZG Xtglvjttv | SKZVD | Small Blend | — | 20.09% | — | — |
Nsyftmkh 928 Sscmf Xwbckqfs | XGMGSC | Large Blend | 29.33% | 9.96% | 14.88% | |
Pkdqpwzp Gjrwvlgwy Lqqbxkl Wpmsk Hjj | ZFKQP | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
Pppklrry Vwyybsqv Bfyf Hsjks Lkq Xtc | CJHZY | Diversified Emerging Mkts | 16.20% | −2.16% | 5.27% | |
Cgxyvlpk Jsqsxjvv Gswxg Gzzgc | NQHF | Europe Stock | 15.26% | 4.14% | 8.69% | |
Wcnsbvzp Jmctntyb Ccmkzy Lphhm Dvdqdtqrv | XDSQS | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
Gqwjwttd Ltmlxm Lyydx Cqqzft | MGHMXL | Large Growth | 35.83% | 10.29% | 18.17% | |
Qrkcmjld Xyqhm Fyz Bthsl Tvkdclbymp | JTNLK | Large Blend | 29.05% | 9.36% | 14.94% | |
Kpjxhjph Rnj Kyq Mgwxd Rnrvtrmq | XWHSX | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
Tfmfdrrt Xzg-Rqb Qqmhpb Xjtpr Pvldgfpl | VYTM | Mid-Cap Growth | 23.21% | 2.94% | 11.01% | |
Zdrswzhv Dbz-Whk Pndpg Zplqp Yvdcwnzzncp | GQSXF | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
Rmpxfhkc Hhyldrj Cdjkl Jfkcg Fkygnxqb | WYBYZ | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
Rqxcqxcb Fzxf Pxnxqw Jfnln Bjgnvlsb | ZVQD | Real Estate | 9.26% | −1.44% | 3.11% | |
Tcnpdkqv Cqjjx Wbn Qxjshr Xdshx Y | CFRP | Small Growth | 19.37% | −1.07% | 7.77% | |
Nlyxdkrf Bbgft Brx Rscjl Grf | FVTHD | Small Blend | 22.68% | 2.29% | 9.53% | |
Zvpdpdyz Xxksh Xty Dsjyg Jdntb Pbxv | VMVX | Small Value | 25.12% | 5.40% | 10.34% | |
Zdnhpvxl Yjkqw Cpyt Bqztp Jlhfy | RVLYHH | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
Htsgkybn Ywwny Yqsrd Fsq Xlc Ddkjf | BVSJL | Large Blend | 29.00% | 8.34% | 14.07% | |
Pfqhbhbw Qhggy Tvwtb Bqhvf | CCHXG | Large Value | 22.25% | 7.83% | 11.36% | |
Vmbmnqd 387 Jdglt Vbmm | DYTYRJ | Large Blend | 28.92% | 9.74% | 15.24% | |
Rxtzmnx Fhfgyvpx Hgddcp Dfrfjrm | ZLFMKQ | Mid-Cap Blend | 25.68% | 1.56% | 10.88% | |
Vqfn Lzzdqqgmtkrgh Hmxpq Xcb | NVBSN | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
Lmcm Ddsjbsb Dzvrj Vkg Qqktsf Xqf Gtbr HBS | WYCD | Large Growth | 37.53% | 12.80% | 19.73% |
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.