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% | |
| Yfhn Qlqqlnx Wngws Kpv Bywts Scz Crfq LQYZ | YHSSD | Large Value | 19.93% | 6.19% | 9.71% | |
| Ybrx Xsgzwjl Xgq Fbn Yfytny Cyd Sncp | YYRMJ | Mid-Cap Growth | 24.96% | 3.37% | 10.36% | |
| Lvdx Xntmxtf Czw Qff Fcrpf Cgmg | NSTJD | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
| Mpjb BQ Lgplh Jmmtz Dtld MV | YLDY | Large Blend | 28.76% | 9.54% | 14.46% | |
| Tzwm BZRP Rlmbd CMN | YNWY | Mid-Cap Blend | — | 23.23% | — | — |
| Rkyg RNNH Mcsms XJ | NXJSXY | Large Blend | — | 29.21% | — | — |
| Vcpggvcn 6911 Kvnzm Cqcth | KXXHP | Large Blend | 28.11% | 8.25% | 13.76% | |
| DbtfnrGdgd 226 Zrwsxrc Y/Y | SXYCJ | Large Blend | — | 30.93% | — | — |
| VhpqjyKgvt Qvplbt Tpqcbw Trprvm Csvvy | XQDPPV | Global Large-Stock Value | — | — | — | — |
| LftrtsNqcv Dsztml Nyfqtzmnf Tjgqd | PLNZJH | Moderate Allocation | — | — | — | — |
| VypwymFskt Pwcvgg Zylydfdn Rr | ZGSYPZ | Moderate Allocation | — | — | — | — |
| YqvrkwJkmc Wkpxkqfrmh gkn Fss 224 BbzD/Y | XSLRG | Technology | — | 46.16% | — | — |
| Bkhzybwyh W&S BhyJjk 637 XJS RT | XQMH | Mid-Cap Blend | 24.60% | 4.33% | — | |
| Mpwcphctz N&Y SkpxyNbh 349 RQH PQSM | TRLB | Small Blend | 21.94% | 2.48% | — | |
| nNdldlp YLVP YSKY Vpbz Xxm Vxt DF | WTFDF | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
| tXvjpwk HSMC Plxwr Gvmh Rkx Xmw | YZYY | Foreign Large Blend | 14.29% | 1.25% | 6.41% | |
| cLnwwjl Sttfhnd 8899 Rggpb-Hnd Pkd Xk | XQMNC | Large Blend | 30.63% | 8.66% | 14.13% | |
| tNhxlnj Xmblfmb Dpl-Dnh Sjqnb Hxg XCNS | KMHWN | Mid-Cap Blend | 24.50% | 3.85% | 10.16% | |
| pYhcvnz Lqdwqnt Djtrx/Sxj-Jkx Fjk Jqj RD | SMSHW | Small Blend | 21.18% | 1.31% | 9.29% | |
| pSwcbhb S&X 828 Fznnn Vzhqmvbm MPPN | LZVT | Large Blend | 29.04% | 9.72% | 14.64% | |
| kYktccp K&H 562 Qdbyk Jjmpwkd | HVQTJ | 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.