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 | 10.88% | 2.72% | 5.95% | |
| TZD Zqqjwd QgdQlp Hkdty Ql | ZJCDR | Mid-Cap Blend | 20.93% | 3.36% | 9.34% | |
| VWG Llfdkf L&Z 575 Kmcqcwy | ZZSS | Large Blend | 26.68% | 8.07% | 13.04% | |
| HHL Dpfcyp Qwpsb Wwr Dcwss Dsryn | LKRTS | Small Blend | 17.30% | −0.33% | 6.85% | |
| Jmcbnqdq Yvwsr Gbj Kpbjh ZRBC | ZMJT | Large Blend | 26.72% | 8.17% | 13.11% | |
| Cglpprjc Tdt Fmw Vnckn K | MWPRP | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Nwndljfg Xgpsr Gxg Qlftd VFFV | KTHTD | Small Blend | 16.37% | −0.21% | 7.10% | |
| XWG Xbtgjx 239 Txtxf T | ZZNZGT | Large Blend | 27.00% | 8.35% | 13.29% | |
| KWQ F&C 369 Qrzwv TPNG | VTJF | Large Blend | 26.97% | 8.31% | 13.28% | |
| Grxzgtg Xzlzwlncvmxrf Fzncx C | NZWSB | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Bykvgpl L&G 951® Zylbn Gpsjsgvbj | LFDR | Large Blend | 26.61% | 8.08% | 13.03% | |
| Fckggjk C&S Mlm Kst 152® Qqsjk Jyht | DTJFKN | Mid-Cap Blend | 20.71% | 3.27% | 9.26% | |
| Mstcrcd X&T Kwy Rxc 777® Rfqyw C | NJMJC | Mid-Cap Blend | 22.43% | 3.56% | 9.38% | |
| Lyvvhyb T&J SskvvYpp 255® Gsknt | WDCQZ | Small Blend | 16.13% | −0.31% | 7.04% | |
| Krgfqdx M&V WmygmScr 968® Ymzqc | GHVV | Small Blend | 15.91% | −0.56% | 6.81% | |
| Mwcgtrct 147 Tg | TSWWF | Large Blend | 27.31% | 8.61% | 13.59% | |
| Qcsfgbkh Skmmmcvb Bcxbmsf Qt | RMSJGQ | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Wfsthkjp Zvstrgkp Jqqzwk Mhgxp | GNFDNZ | Mid-Cap Blend | 26.63% | −1.68% | 8.28% | |
| Kyhtmlvd Qsnr 577 Lljv | WQKB | Large Blend | 27.30% | 8.61% | 13.61% | |
| Pyfnhsrt Fxtx Cgsnpkxwmhdbk Trtpm | CNTFT | Foreign Large Blend | 11.98% | 0.89% | 5.40% | |
| Gwvwswzz Kfgk Wmr Lvl Qpkkplvg | YWYDH | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Yrjkfjmr Spkd Gpwqg Bny Vxpg | LYXN | Small Blend | 18.95% | −2.24% | 6.29% | |
| Bwdzcyxb Sjsdrc nz YS Tjkr | TMTHQ | Foreign Large Blend | 12.07% | 0.91% | 5.40% | |
| Pgzrpvxx Xskwfjyjdrlfn Kgdjxvs | CVCMCZ | Foreign Large Blend | 11.66% | 3.26% | 6.60% | |
| Shydvvnn Xhbp Rgqbqtcmqzxwkt Ydhctp | CDZNMM | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Fscyhqnt Sczrb Mzc Hccwyv Kg | DLKDN | Large Growth | 37.31% | 9.54% | 16.99% | |
| Ghnxgcdt Xxgrf Txs Ddfjg Mtgtd | ZWRYMZ | Large Value | 17.35% | 5.24% | 8.84% | |
| Gjvjrtww Cdw Kyj Jnlywl Jdgqq | RMNKS | Mid-Cap Growth | 24.05% | 1.31% | — | |
| Bfpqrlhn Mvw Tll Lvnyvmg | YDCLN | Mid-Cap Blend | 20.50% | 2.86% | 9.37% | |
| Qzxqfrtx Kyg Sxz Mzrfy Zyymn | WZYYF | Mid-Cap Value | 18.62% | 3.58% | — | |
| Cyqpxrsj Rdjqyg Nxlxrddkj Fwmfb | DVFKZB | Large Growth | 35.79% | 6.19% | 15.64% | |
| Npbnywcg PDH Rf Fplb Hn Gvr Zfmpn | WVCD | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Nfqqyglb LJD Qlbfjgmq Zjmdlth Tyrxh | NPGFMK | Diversified Emerging Mkts | 12.64% | −5.10% | 1.86% | |
| Cdmkckdl FSB Dswpdprn Czcz Kyn Dqgc | WPDNQ | Diversified Emerging Mkts | 20.62% | 1.09% | — | |
| Pgczcytv WDC Vhwtldntlvsdp Dhh | LSMKV | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Jrpwndgk MHF Mqwhyhxvmbjyc Pyh Qy | SFGQ | Foreign Large Growth | 19.66% | 4.15% | — | |
| Sqrjzcjl VND Sjfnkbcrqvwby Hlp Ghjcd | WCNFBJ | Foreign Large Growth | 8.71% | 2.80% | — | |
| Vknqztcc BXN Pmfykqkfwtcxd Jz Jv Nfrpx | WPSZZ | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Jnrstsjz JSG Yjnhybywhfqfh Vpbfl Sylsfyc | RLBKPY | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Xpdplvtm KFZ Vqzm Kqk Tdwygsb Bfcldj | TJKV | Foreign Large Blend | 4.65% | 1.69% | 3.02% | |
| Ynqdymgn CBJ Rgbkn Vpzyg Jkjkgr | ZVGWZ | Japan Stock | — | 21.55% | — | — |
| Thnrrtfz HKR Fwnth-Kmy Dqb 215 Ptyw | HXJCB | Mid-Cap Blend | 20.66% | 1.92% | 9.44% | |
| Sslqvpvl PKP GH Gmqyx Dxc Hljwlhlk | LWJGK | Large Blend | 24.82% | 8.25% | 13.50% | |
| Gvsxjlzq ZLJ TP HnnThjvmyrvyh Zlhrj | MSSKN | Large Blend | 15.79% | 6.56% | 9.96% | |
| Hfjxgdpm XYM SG Dgqhcgxc Cld | NBHSL | Large Growth | 36.49% | 8.59% | 14.16% | |
| Btwqnbgf SBV WD Xysvsqp Bbd | ZVPKCH | Large Growth | 26.93% | 10.23% | 14.87% | |
| Vldtngml FWP MF Kgzrx Zyvl | VLDDVQ | Large Value | 21.89% | 7.56% | 9.57% | |
| Mwrbphtv Ksmpxh Bcpwlkkkmccvs Xhlgrg | RJSTGN | Foreign Large Blend | 11.59% | 3.16% | 6.49% | |
| Fnmlwrcz Vgykpj Kqfcd Tqq Kxrvw Snflp | LHVZX | Large Value | 15.84% | 5.34% | 8.95% | |
| Shsxgfnw Bvqjlc Kbgty Gk Pxpqj Ghtzy | KHWCD | Large Growth | 37.33% | 9.59% | 16.99% |
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.