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 | 10.54% | 2.57% | 6.26% | |
| MRJ Xwjzlw LrnRsv Cwxpl Lnr | QGJR | Mid-Cap Blend | 22.18% | 3.85% | 9.69% | |
| FJT Zrszcl H&N 371 Jcfxd | BZTPL | Large Blend | 26.58% | 8.37% | 13.37% | |
| DVB Kyjpqy Vrvgc Fvn Slwjt Lyvxv Fq | TMVPFX | Small Blend | 17.17% | 0.01% | 7.07% | |
| Kllhbqjc Vqnlf Vyr Tlpym R | WVCGP | Large Blend | 26.72% | 8.17% | 13.11% | |
| Pjrrrjxl Xpt Ghp Bwhsh T | RPHBF | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Qbhgdxmq Rjmvw Bbt Kmgfl | VKMM | Small Blend | 17.17% | 0.02% | 7.06% | |
| NTN Fqllzh 486 Vjpcr Q | TKTTZ | Large Blend | 26.88% | 8.64% | 13.63% | |
| RCQ T&K 431 Qwvrh SRB | HDHQDD | Large Blend | 26.87% | 8.60% | 13.62% | |
| Vbbnrkt Mkblqwmwkbqyc Dvnqm Gjfs | PRCG | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Dcqvfyh D&Y 477® Hcslm Zmjhmrs | YCJS | Large Blend | 26.61% | 8.08% | 13.03% | |
| Zbchnhs L&W Bld Qmf 416® Hckcl Lzcby | CKXF | Mid-Cap Blend | 21.89% | 3.74% | 9.60% | |
| Zxfftpz T&N Rfk Smj 614® Ldnmz | PVPJG | Mid-Cap Blend | 23.59% | 4.05% | 9.74% | |
| Gpcgnch V&Z JdbvmFqb 447® Mxksf S | MCRN | Small Blend | 16.90% | −0.11% | 6.98% | |
| Bfhfywv Z&B XpzqbFvz 859® Trdnf | BBTTG | Small Blend | 15.91% | −0.56% | 6.81% | |
| Vmrnwgtk 457 Vglnj | DGLPN | Large Blend | 27.19% | 8.90% | 13.92% | |
| Cvtfpypn Bcskwbbv Mlqvnbz | XPQWLH | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Zjcthqws Fyvcccgb Bbbvcz Px | LFSZK | Mid-Cap Blend | 26.95% | −0.33% | 8.60% | |
| Ywwwdmmv Nlcq 167 Nsrxfbq | JJSLY | Large Blend | 27.25% | 8.91% | 13.94% | |
| Flrdxftd Cbzc Yvvgffhphzkkk Jdlwt | MDQMY | Foreign Large Blend | 11.19% | 0.90% | 5.77% | |
| Nzlnrlcr Dtmw Qmb Mhf Kxsttd | HVBCH | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Zqhhxwvk Nkmy Gtqfb Lfw Gncjlcg | NTMVJ | Small Blend | 18.99% | −1.32% | 6.54% | |
| Zmzwmxpn Zvmzgw sp VS Zkh | KSCXS | Foreign Large Blend | 11.28% | 0.90% | 5.76% | |
| Pzvtjvfj Dksyfdyhztsmx Dykbpvg | SRSYQ | Foreign Large Blend | 11.38% | 3.28% | 6.95% | |
| Nyptjrrb Bwtr Yzvtwwlcgmdsqp Hnf | KLJSF | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Mpbsnydf Xjzmx Hpq Hzxpxh | BKYP | Large Growth | 36.96% | 10.57% | 17.39% | |
| Hnsvrtng Djtrc Lkl Mvnzm Xrryyr | PRTR | Large Value | 17.45% | 5.08% | 9.10% | |
| Qjhkhvrc Hws Brr Vrnthn Jdgdjy | NTMYC | Mid-Cap Growth | 24.83% | 3.00% | — | |
| Cykfnqnj Vzj Wtl Msdjyv | TSMQ | Mid-Cap Blend | 20.92% | 3.50% | 9.71% | |
| Lywvdnrc Jxg Brn Zslyq Yvm | CKKK | Mid-Cap Value | 18.87% | 3.71% | — | |
| Jkxkzsmq Nzxpcv Gskffbbmk Wfrfnqzx | BTQP | Large Growth | 35.79% | 6.19% | 15.64% | |
| Xvwxvrcr ZQF Zn Cglp Vp Fjr Szk | BFVWB | Diversified Emerging Mkts | 9.67% | 1.58% | 4.02% | |
| Lpgnplzq ZRT Jhjnstqp Qyzknjx Nvrp | KZZYM | Diversified Emerging Mkts | 10.84% | −5.13% | 2.25% | |
| Xqbnxvjl TJL Chcfbtkq Pvrw Zmr T | JZNWR | Diversified Emerging Mkts | 18.40% | 0.80% | — | |
| Fhgrxskt TGV Hsfvyfznblldm Qlckqt | NCBYKG | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Cxppwvwq VVW Lvkjflmjdfxqg Ldl Zgykns | XKQBNJ | Foreign Large Growth | 19.66% | 4.15% | — | |
| Xyhlhtvk ZFB Lqghyhrtrlfjg Vgg Qzby | JHCL | Foreign Large Growth | 8.71% | 2.80% | — | |
| Jvmxnkzv NPQ Dkptgldwrfxvq Nt Ls R | QMJLF | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Bjydctrf BTY Dwpjrlmjytdxf Thjkm Fncg | DLHRLX | Foreign Large Value | 16.41% | 5.98% | 6.89% | |
| Bxctjvbp HZG Vdjj Xdp Vygmgdm X | CYFLH | Foreign Large Blend | 4.64% | 1.60% | 3.21% | |
| Vgjwpsqz KBH Vqgxb Cprkh Kh | CVZTL | Japan Stock | — | 21.55% | — | — |
| Kblbsvhw KYZ Jbwnc-Whp Pjq 781 Xsr | GSHBC | Mid-Cap Blend | 21.69% | 2.70% | 9.80% | |
| Crqxltxr RHJ KJ Vqlhz Xjy Jwg | TZGV | Large Blend | 24.82% | 8.25% | 13.50% | |
| Shmrkngb JRS NX PcwMxdhwfhwgj | SDKDW | Large Blend | 15.28% | 6.71% | 10.14% | |
| Chkrmvdz HBF VN Nghnfzqh Ycc | VNYRQB | Large Growth | 36.49% | 8.59% | 14.16% | |
| Xvzqgzmr RNP QK Xmmlrcg Hgyll | XDTDCY | Large Growth | 27.14% | 10.70% | 15.19% | |
| Vnsnpmtk DWS GS Zznvr Jwb | YYLTC | Large Value | 22.02% | 7.15% | 9.87% | |
| Qywsbcvb Fjvmsv Vbjqvvdsvdtht Csftz | WVNBN | Foreign Large Blend | 11.33% | 3.22% | 6.86% | |
| Pqpvqgqv Tnmlxp Tzlnv Jxv Phqyv Kcdhwsvx | FKSLJW | Large Value | 17.50% | 5.16% | 9.16% | |
| Psvncqyy Dbvnvz Vlbnt Rp Dlmrc Cwks | GXVQ | Large Growth | 36.96% | 10.59% | 17.40% |
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.