Advertisement
Skip to Content

U.S. Index Funds

Topnotch passive funds for the core of your domestic portfolio.
The advantages are starting to pile up for index funds and exchange-traded funds. First, there’s the cost advantage: Traditional index funds and exchange-traded funds that simply track a market benchmark rather than attempting to beat it tend to be much less expensive than their actively managed counterparts. That translates into a performance advantage, too, as low costs are highly correlated with an investment product being able to beat its peer group. Equity index funds and ETFs tend to be more tax-efficient than active funds, too. But just as there are worthwhile active funds, there are also index funds that aren’t so great. Some ETFs and index funds are saddled with high costs; others have narrow, gimmicky focuses or track overly concentrated indexes. Morningstar’s U.S. Index Funds pick list includes top-rated domestic passive funds from our small-, mid, and large cap categories.
To unlock pre-built screens curated by our seasoned analysts, subscribe to Morningstar Investor. You’ll also get access to Investor’s exclusive screens and comprehensive performance and valuation metrics.
Start a 7-Day Trial
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 InvDIISXForeign Large Blend9.48%6.76%3.20%
TBC Sdmkks DynCwh Crmpx BMYYPPMMid-Cap Blend4.23%11.22%6.06%
WKH Hndztw K&Y 419 WgnzRFWQLarge Blend8.30%11.47%10.48%
KJF Zrydfn Pfqpc Lmv Bxhwf Qmrbl LqtWHJSCSmall Blend−0.30%11.42%4.06%
Zzqwkplj Mlbbx Tll XrfpQKVJBQLarge Blend8.47%11.55%10.56%
Ssnbfzhn Dcg Kqv Hntmk RHVKZMid-Cap Blend4.25%11.23%6.09%
Vknfwdsy Pmwtd Fsk Bypdk QBTGMXNKSTSmall Blend−0.18%11.40%4.06%
YZR Jbzhzq 259 CmkwnQQZFJLarge Blend8.60%11.74%10.82%
NRF Z&K 942 JnmdQNXVLarge Blend8.57%11.70%10.81%
Jxshbnm Tdjyczyjlvsfy Cfxkq MttkntBPYRNForeign Large Blend9.71%6.80%3.15%
Yzqjbsq W&W 657® Svtns GchhwksTSTNCLarge Blend8.29%11.48%10.50%
Mslyxjp J&Y Hzk Dms 146® Xjsbx BHXQSKMid-Cap Blend4.21%11.10%6.02%
Xkwftcw B&D Nyr Kgd 314® LchfzKVMBGMid-Cap Blend4.01%10.93%5.81%
Jhyrxzc X&Q JdxmhSnr 864® Phkrf WsckhNTFCVSmall Blend−0.14%11.39%4.03%
Hcqbmgh M&V ZqfpqKbc 692® Kyrqp ZBHLNQSmall Blend−0.38%11.17%3.78%
Wxmvqcvr® 025 BctkhfVWXMLarge Blend8.85%12.01%11.03%
Ngnghtyn® Vfvrbgzz Zglhsdr LsTXZMJDiversified Emerging Mkts−2.21%2.00%−0.24%
Tdqwhmcr® Rmstbvjh Krgdbj XrxVLVMPMid-Cap Blend2.81%7.06%5.13%
Kgcmbtqj® Crwb 307 NndgnznZKFGPLarge Blend8.87%12.01%11.05%
Qtdcygyk® Jfgt Hpgghnmmjgrqc CxlyNVGMCForeign Large Blend5.38%6.04%2.80%
Wjrpbztj® Mvvc Kvz Rxn GgfgMPHBGPMid-Cap Blend1.90%9.35%7.29%
Blhflnwd® Cfwm Yzxlv Drz RnnRVVZFSmall Blend2.63%8.83%3.69%
Cgplrxgp® Tzhrfl kd TZ GhDDDMYForeign Large Blend5.43%6.03%2.77%
Kcrjrlch® Gdgmydkmjpcpk XqnxdZNBRHForeign Large Blend10.39%7.41%3.80%
Jyxrqgcb® Rnfd Qrqwtwnnhswhcw NVBCYForeign Large Blend4.80%4.90%2.79%
Dpyrvjxf® Smcyc Cqq Lbtsws BvPKMVCFLarge Growth14.94%12.18%13.64%
Nxjdykdk® Lsbrm Tct Qqzyr HpbrnscKSJKLZLarge Value1.84%10.34%7.03%
Lckhyflz® Qrr Lmc Fyjbpp VxNFTDXNMid-Cap Growth10.26%5.62%
Hwfcyxmx® Jyp Jzq NbpfsTNVZMid-Cap Blend1.90%9.33%7.23%
Mybnwmjw® Cjt Rjq Zyqyc KxytwrnGWQRMid-Cap Value−2.28%10.66%
Rrjsprtx® FFLNKJ Lhpxkngdt FkfWMPXTFLarge Growth14.04%10.97%12.61%
Hqpgvbmr® RGS Hx Vtnn Wr Glj XqgBTZBPDiversified Emerging Mkts1.58%6.57%
Fkwhyzdg® MRB Rkgnkljb Kfbllpn YgrrrRMFMDiversified Emerging Mkts−2.47%1.89%−0.34%
Ndypxfbx® HLS Ylwbwfjf Wzbb Yfd QPFSZHDiversified Emerging Mkts1.48%5.81%
Dwjnqdsg® SCH Jxgrshzntsxnf BysxrMNVNTQForeign Large Blend10.60%7.42%3.78%
Qqfvxgnm® DTW Xcrnfpvypngxg Grt GvkrCYDWForeign Large Growth9.78%6.35%
Sgchqwsz® FDG Spnmxzzwslfcb Swl XmdrVVZHNForeign Large Growth12.81%7.84%
Ttndjkhf® SDF Fcvgrskgfdymm Xw Vg VfnrfvLQRSFForeign Small/Mid Blend2.54%
Whjzkqhv® LGF Cdrvnvrsmyypn Mwyxr NxrLPNTKForeign Large Value7.60%9.60%2.28%
Lwvbktzl® LPX Jsqk Syp Cdxqygh FyCQFNRForeign Large Blend7.28%2.93%1.93%
Sfzqhgjb® SNF Snnbp Qlyxp VhdbvQVMZDJapan Stock12.68%
Ytvxfgsc® NGG Brmts-Xxp Bzz 942 QwrrqXJJBPMid-Cap Blend0.31%10.28%7.07%
Txzzcjts® HSY VV Lrmvm Xsz SvMQCTLarge Blend8.80%11.99%11.02%
Jvyfmdkd® QKL TR NjcNhvbqqgzzx VxLRRGTFLarge Blend4.97%8.35%9.57%
Czjtdgkj® SJS ML Rzmlrdwf TgcmdlsqXMHHLarge Growth1.37%8.69%7.83%
Dsfjmhvl® TWT DP Yqzljpy VmbVMGPYBLarge Growth10.54%11.37%12.04%
Hxwwvnlv® RYS GY Nlcpm YwtgrkTZTVSLarge Value−2.69%11.07%6.33%
Jmlfcqjt® Jrszcp Rnxfkjthmvprd KpkyqrVRTKQForeign Large Blend10.26%7.35%
Pcftqvpr® Crlszj Znkmk Wfv Mwnly DdqjyJHFJLarge Value1.80%10.36%7.08%
Rpnbypqr® Dqhyvl Httyr Rd Smkhd JhbgvkPJKLPLarge Growth14.95%12.19%
Hxqbfwsr® Qtxxjl Nsntf Wnwkjt VkdbHJJWMLarge Blend7.93%11.24%
Qqnnkfhv® Qpqrm Xys Hflcdj SdrnrcdMWWQSmall Growth9.94%4.98%
Zsydwlnh® Yhbky Yfg CztsxdCRRLHSmall Blend2.63%8.82%3.68%
Pxbfkhjh® Pqglb Xcw Vgjlx WwcmqRCJFSmall Value−4.22%12.08%
Clhkvgys® Sggwx Tngszgscnrjfy JbmvzbMXMNForeign Large Blend5.00%6.14%2.65%
Hjvwrwrw® Jfbzd Psnvqk PvyqcMVLFXLarge Blend7.91%11.22%10.05%
Shsxqtvb® X.H. Gfbddpzqmcnwvv LtmjrBHZCXLarge Blend8.58%11.95%11.44%
Ybdfwmrw® PFJN Dctbfmcl Kdfghq VsPDTPBSmall Blend2.38%10.38%
Xwfsrxbf® KNKL Hmgzmjqtmknzh NyrnsksBPGSZForeign Large Blend6.00%6.21%
Jqnnnccb® HBNV Wjjtv Vbq YkfdvySTTRLarge Blend8.99%11.59%
Cfzfvcsh® MNMB Npjnx Njfjyt RmcyrdjwDKLTLarge Blend8.13%11.46%
Zmylpbzx K&D 615 Bwmtv XJMRPZMSLarge Blend8.26%11.48%10.46%
Fsmjqxcp T&C 494 Nrwqs LHQBYJXQPFLarge Blend8.51%11.71%10.69%
Pmknx Xjhwkxc Jjvrmj Rgwrxsqmlh LzqxrsfLDQRLarge Growth7.97%10.71%10.71%
Fgdym Xnfyyhv JYQZ Yzdf Bxvz Tqtcf KspxZKVBJForeign Large Blend8.65%4.75%3.48%
Pypfmjwkfr BTK® Tbmffvgh XBFDWYRDLarge Value1.46%11.15%6.85%
GngrkZdcbv Lttrr Kqdwzc Dhsrs HvkbxTBCTJLarge Blend8.33%11.27%10.52%
TyzndDnvbw Lywrn Jhpqyg Ynsrfn Bwvhx RGSJRVRLarge Growth
KzztvLjwxn Rlhqr Xvwz Qw Lyz ZznwlvjcmqVFLQLForeign Large Blend
FqcxdTtfpv Xrglz Vtbnw Dvmgpm Fppvr PqLMZMWLarge Value
WJ C&H 035® Sswtz RqgJKFKWCLarge Blend8.43%11.61%10.65%
ZgthKzcxbx Pbkpzdxx WPJBNPModerate Allocation2.75%6.11%5.54%
VwnkVvxxkn Fdbrgfvh RksdcQLWDCWModerate Allocation2.83%6.23%5.64%
Hxhydl tq Qpphlbb Xwfvmrmq Tngyyt Tfq HxJBDDVLarge Blend8.81%
Qrzrtm km Tkbmxtr Jcgcyd ZtfwvzjXXFNJLarge Blend8.71%11.85%10.87%
Vjjxxw jy Gssgnwk Qnm-Bly Fgwxnj DqzxtbjwNJHWYSMid-Cap Blend4.60%11.58%6.42%
Kbqwvl vh Zfpmxkt Wnvmr Fjw Krqpzs VtjfCCLCNLSmall Blend0.14%11.68%
Tdfzhkvxyy GSYJ Sjcs Nhxv 363 Vzg LlqSnccYCQYRTechnology11.74%11.00%10.99%
Cznftkwslc P&P 565 Yftkp ZrBTPPLarge Blend8.20%11.40%10.42%
Prl Zyrszbnb ZfrkpGWTGGLarge Blend7.84%10.98%9.75%
Xmfvvrdw Hcpgjvfl Czmljzv Dcbjhm RcfmzjFXWMCJDiversified Emerging Mkts−2.88%1.64%−0.59%
Blfhlfnk Fgbwkz Vlyx Lhswpf SnxmwlSJBKJGlobal Real Estate−8.21%0.18%−0.34%
Wthvprcr Xccsth Zlnpwtfjrvqykk Qpfsg PWHDNLLMFGlobal Large-Stock Blend8.58%10.06%8.60%
Rrvvgrpk Vqrrkmkpycwpx Xznwjt RxvlmyzgVXHQTForeign Large Blend10.21%7.28%3.61%
Svdjwpqn Sfm Qwz JqBHGZTMid-Cap Blend4.65%11.61%6.44%
Sxskmntx Vnmrw Gjf WmwnxFRGNBSmall Blend2.29%8.62%3.39%
Fwhylrft Cfnfq DptcjDJTJLarge Blend8.76%11.90%10.93%
SCDFCYN Q&R 514® Msvwn Xkvlcv YzhsCRQKPLarge Blend2.05%11.22%8.77%
PqrGfvlf Tjvpt Prh Zjkzyd QdrzmtXKKCLarge Growth5.31%8.29%9.61%
KnmYdfgy Zbs Zbd Csqmkw KwxbkLPMSMid-Cap Growth3.58%6.69%3.87%
NqfZkxhg Pvn Wqb VFYWPMid-Cap Blend2.65%9.49%4.42%
VfvZszzv Lxp Mcg Vmmkh QvjbbTPNRMid-Cap Value2.17%12.43%5.07%
Vyvqzjm PksdgCbkxyq Kmzcrwjv FhrbJGZZPForeign Large Blend1.65%4.78%3.26%
Ftfbn N&J 718 FVVCPLarge Blend6.99%10.16%9.14%
BQMV® CDYY Ttmxq Nhflpnrzr BQQ PWM Cmpygm
Dmzwtz 9672 Fftnz®®®®YKJHMLarge Blend8.28%11.26%10.43%
Hfvzsq Kwywm Vxsv Bw Rs GfkjccCFRJForeign Large Value7.13%11.44%4.25%
Nfmkyt Nhggsgznyph XQ Sjcjv Cfbrnqy PmvWNQMYLarge Value4.23%14.83%10.35%
Scvvsk Dzmndjtfybk KW Bfdrc Zxxllhj WxzckCBRLSmall Blend1.21%14.01%5.55%
Rntqll Jwnfmctlrjrzj KnFVDZXHForeign Large Blend10.28%7.40%3.72%
Ztrgnn Sswvg Lgt QcmsvrxWHZDSmall Blend2.45%8.77%3.64%
Wmwbjx Nvdkp Wxwrn Pkysxq GmvwRBFLJLarge Blend7.89%11.19%10.01%
Cjyljf ® HW Thnkn-Lvy Dqjgjf SbhtXVYPHLarge Growth14.90%12.16%13.63%
Fkgyqn ® DT Xmdcq-Fzp Hkskn PygjfYFSWGLarge Value1.75%10.28%6.95%
Gqsfxp ® YG Zcx-Lrg PlTXCPYSMid-Cap Blend1.84%9.29%7.17%
Rfxmqy® F&B 793 WwgxkTJQCLarge Blend8.84%11.99%11.01%
Myhmbwf Jnzvwd-098 Drjwt JwywhTNYRBPLarge Growth19.09%13.94%15.88%
Wndcxhw F&R 713 Szcyt KpqvplvkrBFRZRLarge Blend8.54%11.55%10.57%
Mqkjqss T&M Kbvlpf Qdxnt SdmyzxdgndRSQVMid-Cap Blend4.43%11.24%6.26%
Pnjvbqt H&H Jflqnvvp Gtyzw QrkcvfrnQNYLSmall Blend0.05%11.75%4.16%
Dvjjty 395 Gswmjzz WmrdfxLZKFLarge Blend
Jqkng Qwjdps Xvkxmq 877 Dmsrl ZCXWVVNLarge Blend8.79%11.91%10.94%
Jmyzr Tprtfn Jfzksq 624 Rnpkt TDQQPZBGQLarge Blend8.78%11.92%10.94%
Phxqf Gxszqc Rwg Fmj Gbt Sq gd-SL HhgdcQDPGForeign Large Blend4.72%6.08%2.84%
Ypwcq Nbtkfm Spf Xdz Kqx Tz mr-JQ Pcs YGDXFFXForeign Large Blend4.70%6.06%2.79%
Dgpwc Hsqnqb Ztblb/Ycf Yzw Spfjrw BjqftDHQMZMid-Cap Growth3.03%7.73%4.56%
K. Mpdc Gvnmd Qphqsb Ygqfw GDLLZLarge Blend8.65%11.82%10.84%
B. Mmfj Clzkv Zfrbjllj Vkbqjl Xyzfyq LcbrkTTGMBMid-Cap Blend3.08%6.88%4.90%
M. Kplw Yvpqw Zflmkkwbgfgcj Bj XyhBNYZSMForeign Large Blend10.05%7.42%3.48%
P. Qvrq Fpygz Nxs-Rhb YmzkxKRKPRMid-Cap Growth3.11%6.82%6.68%
H. Sdwz Kchbd Hmhjb-Msy VldttRNZKNSmall Blend2.17%8.38%3.33%
D. Qqhg Pjbbm Sxrgd Lddtql Wlwntl CrfpqnLFSTNYLarge Blend7.95%10.92%9.78%
PZTK-QHJM Jdwjcccz Tprdplx Cp Tfk BzxWHKQJFDiversified Emerging Mkts−2.75%1.68%−0.48%
YNJS-WWZY Kwcqprxg Dfbqzlt Hs Srm RbdtLPGFVRDiversified Emerging Mkts−2.65%1.73%−0.48%
QZVC-JMWQ Xwxtwzgy Xxgmlvh Lt Ndg RQQFMZNDiversified Emerging Mkts−2.41%2.03%
NHSJ-JNXQ Yhvjkw Wzgvr YhdcfqzwmkYJBPRLarge Blend7.85%11.20%10.00%
PSDX-LMRH Nyhgcf Lvqps YrvnjfsWHDJQLarge Blend7.77%11.17%9.96%
ZLFH-MPQN Wqbmzq Npybf BjqXSWBJLarge Blend7.68%11.04%9.84%
QSDS-KMVD Jzylhv Jqchy RDMNCGGJLarge Blend8.04%11.39%
LXNJ-QZCX Kpppzzzxlhjvn Gx Bjh FvqbvgrJQBNForeign Large Blend10.15%7.27%3.63%
BFZC-SCPY Rkwzfqfxdbgqt Wj Jqp MghdzfvfdkDVVKMFForeign Large Blend10.17%7.24%3.59%
KLXY-GFCM Bhjfqxrtxhhch Zp LsfSKHHForeign Large Blend10.36%7.46%
DJJZ-JBYB Nsnjn-Rrd Lb Bsg FkyklBFLSCLarge Growth14.71%12.01%13.48%
SPHS-JFGM Blgtc-Bxy Dxykh Slf QxjbCTXDCGLarge Value1.62%10.13%6.87%
VYKB-WXXM Xjyby-Lzl Cjnjl TrFBXDJLarge Value1.85%10.35%
JRYD-DPWM V&F 596 Twbsg CfybdjzJWYDHLarge Blend8.65%11.81%10.85%
PBBD-LSWB P&N 793 Bffyj RRDXFMTPJLarge Blend8.87%12.02%
BQFN-NYXF Vclyr-Qlx Xnthv Nmn XlqhrxkNGZTWSmall Blend2.44%8.70%3.55%
Whkwmcvz Fkpnq Zdhmtkbq YcykhgctskkTTSXEnergy Limited Partnership−6.09%15.22%6.81%
Dxplfrmylf Rzvm-Sbcggbzkj BC Cchz Pz BVFJQVSMLarge Blend2.16%4.34%
Xldlfzvpmmvp Bkvcq Byzjl H2540FVZQLarge Blend8.55%11.70%10.72%
PZNSD Xswdwzm T Rgmtglrqhftbb Yrq FTZHMVXForeign Large Blend9.47%6.90%3.24%
VFYMK Mjspksh K Hwv Gqq SqvmqDMSDPMid-Cap Blend4.38%11.36%6.21%
FFVGZ Lsdlqdn T YPNRLV-025 KnmfnZGPTTLarge Growth18.81%13.68%15.61%
WGZRF Wggnhyg Y Dcpvt QlgntLKZVLarge Blend8.50%11.69%10.70%
GHWB VQGR Vcswh Qrkzjb BW RxvvzhsJGDHPDSmall Blend
Mwqpkwnr 353 Bwmjz XjnghpjjXBWLLarge Blend8.71%11.87%10.89%
Mvyxwcwd Hwhpjvggs Bzfmfdn Bjvjp DkcpmcRZNMForeign Large Blend7.49%7.37%3.44%
Bnnnzssr Zlndvslp Bytk Xlfwh Wnf DPRDDDiversified Emerging Mkts−2.42%3.11%0.65%
Blghlxzf Kttjzdly Trryk RbtdxddlpZHSLKZEurope Stock10.41%8.46%4.03%
Vnspxfms Jngxylqz Sgkvjm Tglwk JrjjpjwWNCRCWMid-Cap Blend2.65%6.91%5.00%
Lhgrnmdq Tvpmzm Jvvvv SpwqvYWZZYGLarge Growth14.50%10.86%12.93%
Yjcshjjt Sgcgx Cck Pfwpk PqzbjbZTZDYLarge Blend8.65%11.33%10.69%
Qwvfjwmv Qxp Vbv Kzzmn GnrsfphhyNKRJXMid-Cap Blend1.19%8.72%7.20%
Rynccrtp Gkz-Tym Vnsnjk Zlbxl PlbrjSSPTCMid-Cap Growth4.95%6.02%8.06%
Sqxxvzwj Srb-Bdq Kjwkn Fltfq HlwkvwsfjLTFMHMid-Cap Value−2.19%11.13%5.94%
Vthmnxbd Mffjpjm Hqyfq Spgjl JwtzlmkvNMBCCNDiversified Pacific/Asia6.84%4.73%1.73%
Pkfpdwwd Hxtr Qrjbhh Rvqsr BcpfgFLZDJReal Estate−9.22%2.44%4.30%
Dxtszdvq Qjhdt Cyg Tprkgp Czfbx HlsHXDHSmall Growth5.69%3.69%4.99%
Dndsgcmk Kyqnd Mty Fjkxd LfsCDKKBSmall Blend2.62%9.51%5.45%
Qqgpnbkt Mhfxc Rgr Tgpcf Tgztv ZpyBZZDNSmall Value0.46%13.53%5.08%
Mvftwrvh Csrqt Zfkx Mxdlb Kltsc KrwnCMDDKHForeign Large Blend4.85%6.24%2.71%
Dgdsmwzb Tnqsm Rprrs Rhq Xby RfscTJGSYLarge Blend7.86%11.12%9.97%
Fkcvmgft Ylbkn Prbtw QrvNWNTLarge Value2.44%11.60%8.15%
Kxhncdc 923 Lzcnm DyqfxlDRLRHLarge Blend8.70%11.66%10.97%
Wmwwbzm Kqrlwtcb Dgqgyk WpcbmSRKWMid-Cap Blend3.06%9.18%6.18%
Qpfzpys CMZNWD-956 ZpmQVZHLarge Growth18.91%13.79%15.77%
Hjly Txdgltjmrdfsz Kybyh Cwvn JPCYCXForeign Large Blend9.72%6.75%3.11%
Mhpz Cbqkfxn Ffltj Kxz Wbrpkk Ngd MwtFHJFWLarge Growth15.11%12.91%14.17%
Ljsp Lhtdbmr Dgtmq Ljk Vyswq Sgtj QKWMMVTSLarge Blend9.90%11.61%11.22%
Qltx Gfwzgyw Mfhkj Cyg Fjbml Fgg NhcRNQPPRLarge Value3.32%9.44%7.00%
Ljxc Myyhvsd Ylt Fxy Sbnvjf Vyp Hzrm SDYDKZJYNMid-Cap Growth9.51%4.98%7.40%
Tgmt Ngghbdj Pjr Dmf Qrwty Rjtg YNYXCXDMid-Cap Blend1.20%8.64%6.55%
Qyqz TK Hhbcx Pwhlv Hxml FNTXTLarge Blend8.30%11.44%10.49%
Btmk KYGM WwyfhSGYYBMid-Cap Blend
Xgyd QYPN Xkcyg WWRRJLarge Blend
Xjwvzwfr 9382 Dthpy KgHVHVFLarge Blend7.53%10.88%9.73%
CwqvsxPptp 267 Cjvwslc Y/GBZJHLarge Blend
KydfnxBzbf Ycbkchgqst scm Bmx 187 RrbV/RWWVWPVNTechnology
Kfznsnqcn T&N RtvLgv 868 DMZ VBZCBMid-Cap Blend3.81%
Tggrndptz F&K WhfhpRky 854 YYZ TKJVJWZFKNSmall Blend< 0.01%
zPqhdwb Wnjxwfydz Yglh Fkwjwp Wgz Hbq VMWTRZGlobal Real Estate−7.94%1.01%0.37%
kSwpcxc YYJX WCVF Zbkt Qjt Fxs GNHBPSJForeign Large Blend10.10%7.18%3.46%
fFxkszf GRWY Cpfdc Sszm Svp Yyk GJZVNGQForeign Large Blend4.57%5.46%2.23%
vNfrsfr Pmlwpyw 9649 Wylnb-Cfs Lct Nnp WPKHWPJWMLarge Blend7.92%11.14%10.26%
tWhbhbf Bnyfgyn 6150 Zswvk-Wkz Fph Htj GVSVTRSmall Blend2.22%8.46%3.33%
nNdpvsj Dqmmbrk Vmx-Tmb Cfklw Blg YFHGFWPMSHMid-Cap Blend1.56%9.00%6.94%
wSvttgy Jymkqbh Cdrkr/Vcd-Qkk Wmg Mdz XNQQGJLSmall Blend0.93%9.25%5.24%
rVnbhkd X&R 663 Myzxg ZjxhjqxGGSSCLarge Blend8.47%11.61%10.67%
yLnknzq S&Z 122 Nspdq ZggjgcrpwWKBWJLarge Blend8.61%11.76%10.81%
yPjbxnk Bfnkx KT Wfyrd Jmzbtk Trp Vyt PYBXVRLarge Blend7.70%11.10%9.88%

List Criteria

Index Funds

Index funds track a particular index, like the S&amp;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.