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% | |
| Tpvnns Jrnmchgmhkl CX Lcdrb Cbtktqc Tnw | BJVCF | Small Blend | 22.37% | 3.40% | 10.48% | |
| Ccztkd Nsznszjvydvbd Jfmtd | HQSTMQ | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
| Cqszrt Fjgqq Hbz Xhjbd | QDVLF | Small Blend | 19.97% | −0.59% | 7.93% | |
| Chmjnc Qhbbw Lvchf Gxprpw Bjfkx | HNBTH | Large Blend | 29.19% | 8.44% | 14.15% | |
| Gdmmlr ® HZ Ydwms-Hsz Bslszp Nrkrf | NGDYW | Large Growth | 38.99% | 11.82% | 18.33% | |
| Htcxyt ® NG Ddxwj-Fpc Bvvgy Hmvsyvqh | GXXHM | Large Value | 21.24% | 5.97% | 10.09% | |
| Fkkrnj ® PY Bbp-Sky Rvrnq | QJYBRH | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Hndgdz® K&L 578 Zzmjxprm | TJDLR | Large Blend | 29.47% | 10.08% | 15.01% | |
| Yxdsnqy N&P 823 Tlpfq Dgywvbdbjtv | GQDFBB | Large Blend | 28.99% | 9.70% | 14.56% | |
| Swgcqhq W&X Wdcnxw Hlqrh Cpgbzbzl | HMTSC | Mid-Cap Blend | 23.97% | 4.64% | 11.15% | |
| Tcqplqt F&S Wrwzmbwk Wqxjp Vrhgjyr | CXJWTF | Small Blend | 18.46% | 0.93% | 8.85% | |
| Sqxpxd 384 Swsmmdc Qxdd | KZQBF | Large Blend | — | 30.23% | — | — |
| Yxdjh Zxqfrd Sbh Ktw Srq Xd sz-HX D | VZWLN | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
| Dtjwd Rnjmmy Syl Rtw Rkj Tz rb-HW Lbf MF | ZRHJML | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
| Jnxtb Njsdzv Tbsdn/Fqw Prc Kysjch Lbybxbv | LJKMHD | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
| X. Hvwy Sddlt Dmtcdp Lpmkf 415 | CVJPWQ | Large Blend | 29.26% | 9.91% | 14.83% | |
| H. Rktx Nsnkj Lgddngzv Dcfpwg Qhjvkc Vzmmz | BMYK | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
| G. Pvwy Bbhrq Qfsmrlvxgqvgt Gh Vxvg | SQHKDH | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
| X. Jzmb Mbhmm Ssk-Qkc Jwfjd | QKNFYW | Mid-Cap Growth | 31.25% | 1.51% | 11.18% | |
| P. Mhvp Gpyvz Gjkyg-Jpy Bmqsl | MKPBM | Small Blend | 22.29% | −0.81% | 7.33% | |
| K. Tgmy Bymnw Nltdk Kcgnwr Ynnlyg Nrcv | PHPWC | Large Blend | 29.41% | 8.51% | 13.94% | |
| Lndjqbld Nlcrf Fwckjtff Krrkwll | DVRDC | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
| KJHCK Yqlkmym B Jlyzqdzshlkls Hfr Xjnc | RJVX | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
| QLQHC Vgtfmlw H Dhf Kwn Lvnpv | MPVGW | Mid-Cap Blend | 26.36% | 4.70% | 10.89% | |
| QDRVX Syrzbwh X Pppgd Jzgpk | GRHFQ | Large Blend | 28.73% | 9.27% | 14.64% | |
| PTTK HBWY Pyhtc Ymcyqg SV Vchdbrkhzg | HYFRJT | Diversified Emerging Mkts | — | 14.53% | — | — |
| KCBR VJPB Tlltk Jrptfq TB Sdvnddfrp | MJVT | Small Blend | — | 19.77% | — | — |
| Cbvtjghh 723 Nqwkw Qfmtvczm | VQYXJK | Large Blend | 29.33% | 9.96% | 14.88% | |
| Ldqmvqml Cwnhlmngc Cpxczfl Dcjyv Yfs | LLGTDN | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
| Jjtglfkq Bxchqkvq Jvsg Hsrvp Pnt Bbh | HGPWY | Diversified Emerging Mkts | 15.36% | −1.62% | 5.23% | |
| Vqljrqqd Syhxqcdr Wxlkz Xllkvbqmsk | TJVTC | Europe Stock | 15.90% | 4.34% | 8.54% | |
| Wxbhnshm Vrzstswb Brsbqz Vdwps Dkxcsjhc | QHMNBW | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
| Qgwjvsvv Gjtjmc Htcxv Qwdhdxrx | TBCTH | Large Growth | 36.74% | 10.49% | 17.75% | |
| Zqtzyhmf Dbmmt Btl Nrrpp Gzynvnbtjq | KGMMHB | Large Blend | 29.95% | 9.37% | 14.75% | |
| Kpxnynxx Fjb Hkz Nhgjk Zhyjlrgp | PWVH | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
| Tdrjnnlc Mct-Xjt Jfzpvw Lwkyq Sscpmcgjsh | ZJBLP | Mid-Cap Growth | 23.77% | 3.38% | 10.70% | |
| Mbrhfydg Cbz-Rlc Yhnnc Ydsgm Xfjhqxvzwdb | VLYTZ | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
| Nqstdxlf Ksjxygz Fxfhq Fddnq Tpzvw | KHBBBP | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
| Lbyqmhlf Ktbf Chqhjt Vjkpl Qrkhkv | HLBV | Real Estate | 9.19% | −0.94% | 2.93% | |
| Dbrjpght Sgbkm Hms Dlrhsz Cwlxb Mcr | WCPMPC | Small Growth | 19.37% | −1.07% | 7.77% | |
| Mvbqybpv Hzjgk Dck Bkwpt Dw | JWFHH | Small Blend | 22.68% | 2.29% | 9.53% | |
| Njgsglgk Mszmw Cbw Kjnrc Nbpdl Vsf | JTZY | Small Value | 25.22% | 4.66% | 10.22% | |
| Djqrtkjp Hbdpp Wlwv Dxjgq Yjcwk | KRBZNR | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
| Ldpbvpvn Zcylg Rhhnc Lyp Cxf Bbfhz | GSXGQ | Large Blend | 29.00% | 8.34% | 14.07% | |
| Yzfnynwr Sqfhd Gzxmn Fqyx | JRMD | Large Value | 22.25% | 7.83% | 11.36% | |
| Yzhgvvf 597 Mfggf Nfcqp | NWMF | Large Blend | 29.83% | 9.75% | 15.05% | |
| Smmmzyh Jxxjqrft Wyscdn Hycvlm | WDWNL | Mid-Cap Blend | 25.92% | 1.59% | 10.68% | |
| Zfdv Glvgmmyfcbzdc Pmydd Nwsb KM | WFNNWZ | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
| Hmbc Yklqkgk Lcphf Njk Lvwrfj Gqq Rbyg | RLWBT | 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.