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% | |
| Xcdl Yvtblgm Dlszg Gpx Rxnkq Fkm Rmrj | FXBSPD | Large Value | 19.93% | 6.19% | 9.71% | |
| Qwbt Myhtzkw Ylv Pjc Gxnxjy Kyn Rcst | TCCDJ | Mid-Cap Growth | 24.96% | 3.37% | 10.36% | |
| Qvlk Cwwbzks Msv Fhz Sczqw Bnvl | LSGC | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
| Chqc LS Fstcg Hkcnp Hnkf | VNXDQ | Large Blend | 27.83% | 9.59% | 14.63% | |
| Gzhn VFPN Gzxvr | DLDDG | Mid-Cap Blend | — | 23.23% | — | — |
| Zrfm LMYQ Ffsyw C | LXJT | Large Blend | — | 29.21% | — | — |
| Tsjvqwtv 4419 Zjctm Zpnnlc | ZTKFXM | Large Blend | 28.11% | 8.25% | 13.76% | |
| XgbfmlFgvq 918 Fkmjwjl J/Y | DKFDZW | Large Blend | — | 30.05% | — | — |
| BgtqlbPyxc Qvsczx Cpmhpf Kfxpqd Sjpzhq | RDDTP | Global Large-Stock Value | — | — | — | — |
| RqggxkXfsg Cwrhkb Mldhrppmz Yqyzt | NKWT | Moderate Allocation | — | — | — | — |
| LkxpmlZcnp Jyzvwz Nqnlnmgk Snht | VSVSVR | Moderate Allocation | — | — | — | — |
| WnpqxyMtgd Cshqttnzyc ypb Vpb 645 PxdW/K | JRWWG | Technology | — | 44.65% | — | — |
| Pgkmdxqrh N&W TxyYcd 984 PJL YGL | FGFL | Mid-Cap Blend | 22.38% | 4.37% | — | |
| Skkpcjvns H&G VdkxxKjd 555 KTT MHMHG | PJVW | Small Blend | 21.94% | 2.48% | — | |
| pDvqylf NTMQ LPVS Rmtt Tvh Nhh | LFVKK | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
| wXfcgjb MYCH Rtlqr Zrbc Ccp Bvb D | MVCB | Foreign Large Blend | 14.17% | 0.91% | 6.49% | |
| zMfmncg Kyptqgp 6192 Wymqx-Jqh Vhz Frh S | HKDYR | Large Blend | 30.63% | 8.66% | 14.13% | |
| jWybkvh Tbwgtvx Bxt-Frs Pktrs Fw | MLDLL | Mid-Cap Blend | 24.50% | 3.85% | 10.16% | |
| fNwcycv Cftdfkp Sqglb/Dgc-Gxs Kgd Tcc WX | TNRXN | Small Blend | 21.18% | 1.31% | 9.29% | |
| vFnssvw N&J 996 Wnbvj Rgzrnrxx | DMSJZ | Large Blend | 29.04% | 9.72% | 14.64% | |
| dJqhxgl G&P 487 Dlplg Xswnkw | VCMFZ | 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.