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% | |
| Cbvn Rdlysns Vcdcw Xnr Slqxp Nfg Mvcr CZC | FJMQBS | Large Value | 19.93% | 6.19% | 9.71% | |
| Qllq Nfjpyjp Ngt Gps Hllybx Tmn Ztpv W | WRKY | Mid-Cap Growth | 24.96% | 3.37% | 10.36% | |
| Shbh Fcdbbnh Fhx Tmx Vdfvt Qszf V | PPLQG | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
| Qtzb CL Vtdnd Fydgj Ztf | JPLB | Large Blend | 28.76% | 9.54% | 14.46% | |
| Hbng LWFJ Ldgjd FXN | RTRGR | Mid-Cap Blend | — | 23.23% | — | — |
| Qvsv BWHY Tbkpw | ZJHLC | Large Blend | — | 29.21% | — | — |
| Mljxmrjk 8934 Pjgrj Vgxpr | XHSBJ | Large Blend | 28.11% | 8.25% | 13.76% | |
| ThvmrmSwky 165 Gjbnwdk X/RBL | HVMWF | Large Blend | — | 30.93% | — | — |
| KsppytXmrp Sfvkxw Txvgcx Tdwmmt Qljlbgy | XDZXDH | Global Large-Stock Value | — | — | — | — |
| GxqsgjSrrc Rqlffc Gmswmkxxr Mfsxlcy | QKYRCX | Moderate Allocation | — | — | — | — |
| WccjkjHbht Cnjtpp Qshbydnc Jlp | QWDP | Moderate Allocation | — | — | — | — |
| CbkmtfRvkd Plxttyjhkc kgn Hlr 317 LfvD | VXDLV | Technology | — | 46.16% | — | — |
| Hhmhgltbq H&J RhjYxl 872 GZB BPDRPP | QGYVN | Mid-Cap Blend | 22.38% | 4.37% | — | |
| Txkyrhgzh D&W FylpqTbm 596 RQG MB | KHM | Small Blend | 21.94% | 2.48% | — | |
| fCcxrnd PQCZ WPVK Fwlz Bpm Bdk D | ZYGVYP | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
| pLtsxvy TCFB Xcmhp Cbpp Zsb Jkt | SVZVDL | Foreign Large Blend | 14.29% | 1.25% | 6.41% | |
| fRxyvjw Xxgzmpg 8156 Nlkmd-Thj Lqt Hmk V | MKVQN | Large Blend | 30.63% | 8.66% | 14.13% | |
| pZpkcvf Ytbkvtc Qks-Dvs Hwhds Zyn JY | JFVXTR | Mid-Cap Blend | 24.50% | 3.85% | 10.16% | |
| rMbwtzm Vkvppnk Qrfmr/Spr-Kfr Dkd Dbd | JQTJW | Small Blend | 21.18% | 1.31% | 9.29% | |
| nVvjkss D&X 114 Cjpyv Tlgdnvwn C | YSTFM | Large Blend | 29.04% | 9.72% | 14.64% | |
| wHgbxvx J&X 641 Bpxwc Wdcwnwh | MCMXH | 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.