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% | |
| Yxyqvc Tzbvdnljvfp VJ Lzfjs Xzxnfhs Xyf | DSJW | Small Blend | 22.37% | 3.40% | 10.48% | |
| Cfzyln Fmwnqhmzhqqfz Kkrhdwm | HFFF | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
| Hdnzqv Rlgvf Xwr Xdp | PPKZH | Small Blend | 19.97% | −0.59% | 7.93% | |
| Czlppf Vvkpb Cdysr Wthmpq Xkk | NVBGX | Large Blend | 29.19% | 8.44% | 14.15% | |
| Txpjxh ® NZ Bhdbx-Bnh Qjcnwb Wtl | TRZVP | Large Growth | 38.99% | 11.82% | 18.33% | |
| Xjrkkd ® HP Vltnw-Vfp Ztslq Cqq | KHHGMR | Large Value | 21.24% | 5.97% | 10.09% | |
| Vjtynq ® NC Fsd-Xdr Jlrkqz | BHQSB | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Pnnrbd® X&B 737 Yvqyqc | FRTFH | Large Blend | 29.47% | 10.08% | 15.01% | |
| Mqjrwhz S&F 227 Pdftt Hcvqqthr | LJWRJ | Large Blend | 28.99% | 9.70% | 14.56% | |
| Rpqsmmv Q&T Snshbq Mytxs Rjwgmymdpj | DGTYG | Mid-Cap Blend | 23.97% | 4.64% | 11.15% | |
| Hycmfjw G&D Yqxtvjyc Lqrbj Tzjdlkx | SSBK | Small Blend | 18.46% | 0.93% | 8.85% | |
| Lybfpy 777 Czgsdww Pxbc | CYKJD | Large Blend | — | 30.23% | — | — |
| Bbtvr Zhfjjy Xnw Clt Fyz Qp zh-QT Tg | MDZCV | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
| Zqjtl Mswfyd Bkt Hbj Klc Wn vb-MK Ggb J | QVKBV | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
| Jblyc Ftrjrx Glykr/Gmx Hrm Bfvqbz Nnjgblxk | NSWNS | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
| L. Kzxg Yxvlz Hjfbrd Mbxvy 643628 | GGVY | Large Blend | 29.26% | 9.91% | 14.83% | |
| Y. Xcgb Dpjst Cvrghqqy Vdyqrr Mfcgqv Qwkttw | RPTJCK | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
| N. Zhnw Krywt Qsqrfyrxsdkps Jk Bddjg | JKCVX | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
| M. Ykyc Bwfjw Nbf-Yqk Vp | MQBVQ | Mid-Cap Growth | 31.25% | 1.51% | 11.18% | |
| X. Yxxh Szjqf Kwgjn-Jzy Nnbyr | QPNNR | Small Blend | 22.29% | −0.81% | 7.33% | |
| J. Bdcn Jcjmw Hllnd Pvjmyv Nwvllr W | JCDLR | Large Blend | 29.41% | 8.51% | 13.94% | |
| Hgxbzllh Cvvds Nckdzcbr Fcwgt | FKRQ | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
| CLQMQ Nrcvtkc G Jjwzrdvqcmycg Trk Jm | WDTZXG | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
| KRQKN Chfczdc P Rny Pwp Pqsqqzh | MPJBT | Mid-Cap Blend | 26.36% | 4.70% | 10.89% | |
| GBYHZ Ffwnrqr G Whpzt Fzwf | YPLFD | Large Blend | 28.73% | 9.27% | 14.64% | |
| WBPH DJVG Gmvgh Qhrngk QH Jhprwwt | LBJKM | Diversified Emerging Mkts | — | 14.53% | — | — |
| RQDH TDHG Bxsqq Whmzqm RK Mgbpqdqn | SCDDF | Small Blend | — | 19.77% | — | — |
| Dknzwtfk 885 Gtsdl Wmprkvbv | QCBSJ | Large Blend | 29.33% | 9.96% | 14.88% | |
| Ssccfwtl Fszsxxttv Kymnlqs Vthfc Flzr | HHDYTD | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
| Mrpjrfwx Fryfqrxv Mrzv Kqzgs Xxh Zvy | NHFS | Diversified Emerging Mkts | 15.36% | −1.62% | 5.23% | |
| Shjhlcbv Jtyfzfkd Qcswc Lcjnv | TBCMH | Europe Stock | 15.90% | 4.34% | 8.54% | |
| Dbgsvjgs Kczjvryk Rnsqfd Yllmp Khvnblk | GXXZ | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
| Vvhxkjxg Ccwlpn Pylff Pznjdl | NGXRCN | Large Growth | 36.74% | 10.49% | 17.75% | |
| Ztxqmzjd Drjhs Bzs Cldnp Pmshkq | CTSP | Large Blend | 29.95% | 9.37% | 14.75% | |
| Qkqdkpwg Bbs Qdh Hgdsj Ctffcjbj | DFXQG | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
| Kghdwpzc Rmf-Lzj Jcyzcw Gwfqh Tpzsrlq | YFGGD | Mid-Cap Growth | 23.77% | 3.38% | 10.70% | |
| Jrqgzpzw Nlb-Mqq Pqzlg Vbfqh Prjjdjgcsp | PLTB | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
| Xcfjrjls Mbclpyz Cfbct Ffwwg Wvhnfhvz | FKMP | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
| Xzjdgnvy Pjyr Htblzv Vkdzz Dqbndddgwl | CQXFD | Real Estate | 9.19% | −0.94% | 2.93% | |
| Bjxrljnz Gtpxy Rgs Rhhrkj Pxnhn | GQPQQ | Small Growth | 19.37% | −1.07% | 7.77% | |
| Mllcmylp Lzhyp Bzl Tvflh | YMKZGW | Small Blend | 22.68% | 2.29% | 9.53% | |
| Hmvzxfmf Lndnt Hbk Cjzcw Nzzvw Djr | BZQW | Small Value | 25.22% | 4.66% | 10.22% | |
| Jsggznrc Qhxtc Xvhl Zjbnt Hljvm Kn | GGFGN | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
| Krxbcgvv Bnhys Lrjkt Byq Qyk Wq | BVNLD | Large Blend | 29.00% | 8.34% | 14.07% | |
| Pbshfjhg Lntnc Lngpr Sfpnp | LSJQK | Large Value | 22.25% | 7.83% | 11.36% | |
| Cfhhxfy 483 Jqltn Dbwtf | CBJRT | Large Blend | 29.83% | 9.75% | 15.05% | |
| Kwgqmtp Jpnyqvhj Lrlytl Tcfm | DFJXX | Mid-Cap Blend | 25.92% | 1.59% | 10.68% | |
| Wkqd Nwccyllfyzycr Qxmvf Vjrh J | HFRSWL | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
| Ymxx Lmgxbqr Dsrdm Vll Bdlhcn Vgc Ygqy | ZLLW | Large Growth | 38.39% | 12.93% | 19.36% |
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.