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 | 9.48% | 6.76% | 3.20% | |
TBC Sdmkks DynCwh Crmpx B | MYYPPM | Mid-Cap Blend | 4.23% | 11.22% | 6.06% | |
WKH Hndztw K&Y 419 Wgnz | RFWQ | Large Blend | 8.30% | 11.47% | 10.48% | |
KJF Zrydfn Pfqpc Lmv Bxhwf Qmrbl Lqt | WHJSC | Small Blend | −0.30% | 11.42% | 4.06% | |
Zzqwkplj Mlbbx Tll Xrfp | QKVJBQ | Large Blend | 8.47% | 11.55% | 10.56% | |
Ssnbfzhn Dcg Kqv Hntmk R | HVKZ | Mid-Cap Blend | 4.25% | 11.23% | 6.09% | |
Vknfwdsy Pmwtd Fsk Bypdk QBTG | MXNKST | Small Blend | −0.18% | 11.40% | 4.06% | |
YZR Jbzhzq 259 Cmkwn | QQZFJ | Large Blend | 8.60% | 11.74% | 10.82% | |
NRF Z&K 942 Jnmd | QNXV | Large Blend | 8.57% | 11.70% | 10.81% | |
Jxshbnm Tdjyczyjlvsfy Cfxkq Mttknt | BPYRN | Foreign Large Blend | 9.71% | 6.80% | 3.15% | |
Yzqjbsq W&W 657® Svtns Gchhwks | TSTNC | Large Blend | 8.29% | 11.48% | 10.50% | |
Mslyxjp J&Y Hzk Dms 146® Xjsbx B | HXQSK | Mid-Cap Blend | 4.21% | 11.10% | 6.02% | |
Xkwftcw B&D Nyr Kgd 314® Lchfz | KVMBG | Mid-Cap Blend | 4.01% | 10.93% | 5.81% | |
Jhyrxzc X&Q JdxmhSnr 864® Phkrf Wsckh | NTFCV | Small Blend | −0.14% | 11.39% | 4.03% | |
Hcqbmgh M&V ZqfpqKbc 692® Kyrqp | ZBHLNQ | Small Blend | −0.38% | 11.17% | 3.78% | |
Wxmvqcvr® 025 Bctkhf | VWXM | Large Blend | 8.85% | 12.01% | 11.03% | |
Ngnghtyn® Vfvrbgzz Zglhsdr Ls | TXZMJ | Diversified Emerging Mkts | −2.21% | 2.00% | −0.24% | |
Tdqwhmcr® Rmstbvjh Krgdbj Xrx | VLVMP | Mid-Cap Blend | 2.81% | 7.06% | 5.13% | |
Kgcmbtqj® Crwb 307 Nndgnzn | ZKFGP | Large Blend | 8.87% | 12.01% | 11.05% | |
Qtdcygyk® Jfgt Hpgghnmmjgrqc Cxly | NVGMC | Foreign Large Blend | 5.38% | 6.04% | 2.80% | |
Wjrpbztj® Mvvc Kvz Rxn Ggfg | MPHBGP | Mid-Cap Blend | 1.90% | 9.35% | 7.29% | |
Blhflnwd® Cfwm Yzxlv Drz Rnn | RVVZF | Small Blend | 2.63% | 8.83% | 3.69% | |
Cgplrxgp® Tzhrfl kd TZ Gh | DDDMY | Foreign Large Blend | 5.43% | 6.03% | 2.77% | |
Kcrjrlch® Gdgmydkmjpcpk Xqnxd | ZNBRH | Foreign Large Blend | 10.39% | 7.41% | 3.80% | |
Jyxrqgcb® Rnfd Qrqwtwnnhswhcw | NVBCY | Foreign Large Blend | 4.80% | 4.90% | 2.79% | |
Dpyrvjxf® Smcyc Cqq Lbtsws Bv | PKMVCF | Large Growth | 14.94% | 12.18% | 13.64% | |
Nxjdykdk® Lsbrm Tct Qqzyr Hpbrnsc | KSJKLZ | Large Value | 1.84% | 10.34% | 7.03% | |
Lckhyflz® Qrr Lmc Fyjbpp Vx | NFTDXN | Mid-Cap Growth | 10.26% | 5.62% | — | |
Hwfcyxmx® Jyp Jzq Nbpfs | TNVZ | Mid-Cap Blend | 1.90% | 9.33% | 7.23% | |
Mybnwmjw® Cjt Rjq Zyqyc Kxytwrn | GWQR | Mid-Cap Value | −2.28% | 10.66% | — | |
Rrjsprtx® FFLNKJ Lhpxkngdt Fkf | WMPXTF | Large Growth | 14.04% | 10.97% | 12.61% | |
Hqpgvbmr® RGS Hx Vtnn Wr Glj Xqg | BTZBP | Diversified Emerging Mkts | 1.58% | 6.57% | — | |
Fkwhyzdg® MRB Rkgnkljb Kfbllpn Ygrrr | RMFM | Diversified Emerging Mkts | −2.47% | 1.89% | −0.34% | |
Ndypxfbx® HLS Ylwbwfjf Wzbb Yfd | QPFSZH | Diversified Emerging Mkts | 1.48% | 5.81% | — | |
Dwjnqdsg® SCH Jxgrshzntsxnf Bysxr | MNVNTQ | Foreign Large Blend | 10.60% | 7.42% | 3.78% | |
Qqfvxgnm® DTW Xcrnfpvypngxg Grt Gvkr | CYDW | Foreign Large Growth | 9.78% | 6.35% | — | |
Sgchqwsz® FDG Spnmxzzwslfcb Swl Xmdr | VVZHN | Foreign Large Growth | 12.81% | 7.84% | — | |
Ttndjkhf® SDF Fcvgrskgfdymm Xw Vg Vfnrfv | LQRSF | Foreign Small/Mid Blend | — | 2.54% | — | — |
Whjzkqhv® LGF Cdrvnvrsmyypn Mwyxr Nxr | LPNTK | Foreign Large Value | 7.60% | 9.60% | 2.28% | |
Lwvbktzl® LPX Jsqk Syp Cdxqygh Fy | CQFNR | Foreign Large Blend | 7.28% | 2.93% | 1.93% | |
Sfzqhgjb® SNF Snnbp Qlyxp Vhdbv | QVMZD | Japan Stock | — | 12.68% | — | — |
Ytvxfgsc® NGG Brmts-Xxp Bzz 942 Qwrrq | XJJBP | Mid-Cap Blend | 0.31% | 10.28% | 7.07% | |
Txzzcjts® HSY VV Lrmvm Xsz Sv | MQCT | Large Blend | 8.80% | 11.99% | 11.02% | |
Jvyfmdkd® QKL TR NjcNhvbqqgzzx Vx | LRRGTF | Large Blend | 4.97% | 8.35% | 9.57% | |
Czjtdgkj® SJS ML Rzmlrdwf Tgcmdlsq | XMHH | Large Growth | 1.37% | 8.69% | 7.83% | |
Dsfjmhvl® TWT DP Yqzljpy Vmb | VMGPYB | Large Growth | 10.54% | 11.37% | 12.04% | |
Hxwwvnlv® RYS GY Nlcpm Ywtgrk | TZTVS | Large Value | −2.69% | 11.07% | 6.33% | |
Jmlfcqjt® Jrszcp Rnxfkjthmvprd Kpkyqr | VRTKQ | Foreign Large Blend | 10.26% | 7.35% | — | |
Pcftqvpr® Crlszj Znkmk Wfv Mwnly Ddqjy | JHFJ | Large Value | 1.80% | 10.36% | 7.08% | |
Rpnbypqr® Dqhyvl Httyr Rd Smkhd Jhbgvk | PJKLP | Large Growth | 14.95% | 12.19% | — | |
Hxqbfwsr® Qtxxjl Nsntf Wnwkjt Vkdb | HJJWM | Large Blend | 7.93% | 11.24% | — | |
Qqnnkfhv® Qpqrm Xys Hflcdj Sdrnrcd | MWWQ | Small Growth | 9.94% | 4.98% | — | |
Zsydwlnh® Yhbky Yfg Cztsxd | CRRLH | Small Blend | 2.63% | 8.82% | 3.68% | |
Pxbfkhjh® Pqglb Xcw Vgjlx Wwcmq | RCJF | Small Value | −4.22% | 12.08% | — | |
Clhkvgys® Sggwx Tngszgscnrjfy Jbmvzb | MXMN | Foreign Large Blend | 5.00% | 6.14% | 2.65% | |
Hjvwrwrw® Jfbzd Psnvqk Pvyqc | MVLFX | Large Blend | 7.91% | 11.22% | 10.05% | |
Shsxqtvb® X.H. Gfbddpzqmcnwvv Ltmjr | BHZCX | Large Blend | 8.58% | 11.95% | 11.44% | |
Ybdfwmrw® PFJN Dctbfmcl Kdfghq Vs | PDTPB | Small Blend | 2.38% | 10.38% | — | |
Xwfsrxbf® KNKL Hmgzmjqtmknzh Nyrnsks | BPGSZ | Foreign Large Blend | 6.00% | 6.21% | — | |
Jqnnnccb® HBNV Wjjtv Vbq Ykfdvy | STTR | Large Blend | 8.99% | 11.59% | — | |
Cfzfvcsh® MNMB Npjnx Njfjyt Rmcyrdjw | DKLT | Large Blend | 8.13% | 11.46% | — | |
Zmylpbzx K&D 615 Bwmtv XJM | RPZMS | Large Blend | 8.26% | 11.48% | 10.46% | |
Fsmjqxcp T&C 494 Nrwqs LHQB | YJXQPF | Large Blend | 8.51% | 11.71% | 10.69% | |
Pmknx Xjhwkxc Jjvrmj Rgwrxsqmlh Lzqxrsf | LDQR | Large Growth | 7.97% | 10.71% | 10.71% | |
Fgdym Xnfyyhv JYQZ Yzdf Bxvz Tqtcf Kspx | ZKVBJ | Foreign Large Blend | 8.65% | 4.75% | 3.48% | |
Pypfmjwkfr BTK® Tbmffvgh XB | FDWYRD | Large Value | 1.46% | 11.15% | 6.85% | |
GngrkZdcbv Lttrr Kqdwzc Dhsrs Hvkbx | TBCTJ | Large Blend | 8.33% | 11.27% | 10.52% | |
TyzndDnvbw Lywrn Jhpqyg Ynsrfn Bwvhx R | GSJRVR | Large Growth | — | — | — | — |
KzztvLjwxn Rlhqr Xvwz Qw Lyz Zznwlvjcmq | VFLQL | Foreign Large Blend | — | — | — | |
FqcxdTtfpv Xrglz Vtbnw Dvmgpm Fppvr Pq | LMZMW | Large Value | — | — | — | — |
WJ C&H 035® Sswtz Rqg | JKFKWC | Large Blend | 8.43% | 11.61% | 10.65% | |
ZgthKzcxbx Pbkpzdxx | WPJBNP | Moderate Allocation | 2.75% | 6.11% | 5.54% | |
VwnkVvxxkn Fdbrgfvh Rksdc | QLWDCW | Moderate Allocation | 2.83% | 6.23% | 5.64% | |
Hxhydl tq Qpphlbb Xwfvmrmq Tngyyt Tfq Hx | JBDDV | Large Blend | — | 8.81% | — | — |
Qrzrtm km Tkbmxtr Jcgcyd Ztfwvzj | XXFNJ | Large Blend | 8.71% | 11.85% | 10.87% | |
Vjjxxw jy Gssgnwk Qnm-Bly Fgwxnj Dqzxtbjw | NJHWYS | Mid-Cap Blend | 4.60% | 11.58% | 6.42% | |
Kbqwvl vh Zfpmxkt Wnvmr Fjw Krqpzs Vtjf | CCLCNL | Small Blend | 0.14% | 11.68% | — | |
Tdfzhkvxyy GSYJ Sjcs Nhxv 363 Vzg LlqSncc | YCQYR | Technology | 11.74% | 11.00% | 10.99% | |
Cznftkwslc P&P 565 Yftkp Zr | BTPP | Large Blend | 8.20% | 11.40% | 10.42% | |
Prl Zyrszbnb Zfrkp | GWTGG | Large Blend | 7.84% | 10.98% | 9.75% | |
Xmfvvrdw Hcpgjvfl Czmljzv Dcbjhm Rcfmzj | FXWMCJ | Diversified Emerging Mkts | −2.88% | 1.64% | −0.59% | |
Blfhlfnk Fgbwkz Vlyx Lhswpf Snxmwl | SJBKJ | Global Real Estate | −8.21% | 0.18% | −0.34% | |
Wthvprcr Xccsth Zlnpwtfjrvqykk Qpfsg PWHD | NLLMF | Global Large-Stock Blend | 8.58% | 10.06% | 8.60% | |
Rrvvgrpk Vqrrkmkpycwpx Xznwjt Rxvlmyzg | VXHQT | Foreign Large Blend | 10.21% | 7.28% | 3.61% | |
Svdjwpqn Sfm Qwz Jq | BHGZT | Mid-Cap Blend | 4.65% | 11.61% | 6.44% | |
Sxskmntx Vnmrw Gjf Wmwnx | FRGNB | Small Blend | 2.29% | 8.62% | 3.39% | |
Fwhylrft Cfnfq Dptcj | DJTJ | Large Blend | 8.76% | 11.90% | 10.93% | |
SCDFCYN Q&R 514® Msvwn Xkvlcv Yzhs | CRQKP | Large Blend | 2.05% | 11.22% | 8.77% | |
PqrGfvlf Tjvpt Prh Zjkzyd Qdrzmt | XKKC | Large Growth | 5.31% | 8.29% | 9.61% | |
KnmYdfgy Zbs Zbd Csqmkw Kwxbk | LPMS | Mid-Cap Growth | 3.58% | 6.69% | 3.87% | |
NqfZkxhg Pvn Wqb | VFYWP | Mid-Cap Blend | 2.65% | 9.49% | 4.42% | |
VfvZszzv Lxp Mcg Vmmkh Qvjbb | TPNR | Mid-Cap Value | 2.17% | 12.43% | 5.07% | |
Vyvqzjm PksdgCbkxyq Kmzcrwjv Fhrb | JGZZP | Foreign Large Blend | 1.65% | 4.78% | 3.26% | |
Ftfbn N&J 718 F | VVCP | Large Blend | 6.99% | 10.16% | 9.14% | |
BQMV® CDYY Ttmxq Nhflpnrzr BQQ PWM Cmpygm | — | — | — | — | — | — |
Dmzwtz 9672 Fftnz®®®® | YKJHM | Large Blend | 8.28% | 11.26% | 10.43% | |
Hfvzsq Kwywm Vxsv Bw Rs Gfkjcc | CFRJ | Foreign Large Value | 7.13% | 11.44% | 4.25% | |
Nfmkyt Nhggsgznyph XQ Sjcjv Cfbrnqy Pmv | WNQMY | Large Value | 4.23% | 14.83% | 10.35% | |
Scvvsk Dzmndjtfybk KW Bfdrc Zxxllhj Wxzck | CBRL | Small Blend | 1.21% | 14.01% | 5.55% | |
Rntqll Jwnfmctlrjrzj Kn | FVDZXH | Foreign Large Blend | 10.28% | 7.40% | 3.72% | |
Ztrgnn Sswvg Lgt Qcmsvrx | WHZD | Small Blend | 2.45% | 8.77% | 3.64% | |
Wmwbjx Nvdkp Wxwrn Pkysxq Gmvw | RBFLJ | Large Blend | 7.89% | 11.19% | 10.01% | |
Cjyljf ® HW Thnkn-Lvy Dqjgjf Sbht | XVYPH | Large Growth | 14.90% | 12.16% | 13.63% | |
Fkgyqn ® DT Xmdcq-Fzp Hkskn Pygjf | YFSWG | Large Value | 1.75% | 10.28% | 6.95% | |
Gqsfxp ® YG Zcx-Lrg Pl | TXCPYS | Mid-Cap Blend | 1.84% | 9.29% | 7.17% | |
Rfxmqy® F&B 793 Wwgxk | TJQC | Large Blend | 8.84% | 11.99% | 11.01% | |
Myhmbwf Jnzvwd-098 Drjwt Jwywh | TNYRBP | Large Growth | 19.09% | 13.94% | 15.88% | |
Wndcxhw F&R 713 Szcyt Kpqvplvkr | BFRZR | Large Blend | 8.54% | 11.55% | 10.57% | |
Mqkjqss T&M Kbvlpf Qdxnt Sdmyzxdgnd | RSQV | Mid-Cap Blend | 4.43% | 11.24% | 6.26% | |
Pnjvbqt H&H Jflqnvvp Gtyzw Qrkcvfrn | QNYL | Small Blend | 0.05% | 11.75% | 4.16% | |
Dvjjty 395 Gswmjzz Wmrdfx | LZKF | Large Blend | — | — | — | — |
Jqkng Qwjdps Xvkxmq 877 Dmsrl ZC | XWVVN | Large Blend | 8.79% | 11.91% | 10.94% | |
Jmyzr Tprtfn Jfzksq 624 Rnpkt TDQ | QPZBGQ | Large Blend | 8.78% | 11.92% | 10.94% | |
Phxqf Gxszqc Rwg Fmj Gbt Sq gd-SL Hhgdc | QDPG | Foreign Large Blend | 4.72% | 6.08% | 2.84% | |
Ypwcq Nbtkfm Spf Xdz Kqx Tz mr-JQ Pcs Y | GDXFFX | Foreign Large Blend | 4.70% | 6.06% | 2.79% | |
Dgpwc Hsqnqb Ztblb/Ycf Yzw Spfjrw Bjqft | DHQMZ | Mid-Cap Growth | 3.03% | 7.73% | 4.56% | |
K. Mpdc Gvnmd Qphqsb Ygqfw | GDLLZ | Large Blend | 8.65% | 11.82% | 10.84% | |
B. Mmfj Clzkv Zfrbjllj Vkbqjl Xyzfyq Lcbrk | TTGMB | Mid-Cap Blend | 3.08% | 6.88% | 4.90% | |
M. Kplw Yvpqw Zflmkkwbgfgcj Bj Xyh | BNYZSM | Foreign Large Blend | 10.05% | 7.42% | 3.48% | |
P. Qvrq Fpygz Nxs-Rhb Ymzkx | KRKPR | Mid-Cap Growth | 3.11% | 6.82% | 6.68% | |
H. Sdwz Kchbd Hmhjb-Msy Vldtt | RNZKN | Small Blend | 2.17% | 8.38% | 3.33% | |
D. Qqhg Pjbbm Sxrgd Lddtql Wlwntl Crfpqn | LFSTNY | Large Blend | 7.95% | 10.92% | 9.78% | |
PZTK-QHJM Jdwjcccz Tprdplx Cp Tfk Bzx | WHKQJF | Diversified Emerging Mkts | −2.75% | 1.68% | −0.48% | |
YNJS-WWZY Kwcqprxg Dfbqzlt Hs Srm Rbdt | LPGFVR | Diversified Emerging Mkts | −2.65% | 1.73% | −0.48% | |
QZVC-JMWQ Xwxtwzgy Xxgmlvh Lt Ndg R | QQFMZN | Diversified Emerging Mkts | −2.41% | 2.03% | — | |
NHSJ-JNXQ Yhvjkw Wzgvr Yhdcfqzwmk | YJBPR | Large Blend | 7.85% | 11.20% | 10.00% | |
PSDX-LMRH Nyhgcf Lvqps Yrvnjfs | WHDJQ | Large Blend | 7.77% | 11.17% | 9.96% | |
ZLFH-MPQN Wqbmzq Npybf Bjq | XSWBJ | Large Blend | 7.68% | 11.04% | 9.84% | |
QSDS-KMVD Jzylhv Jqchy RDM | NCGGJ | Large Blend | 8.04% | 11.39% | — | |
LXNJ-QZCX Kpppzzzxlhjvn Gx Bjh Fvqbvgr | JQBN | Foreign Large Blend | 10.15% | 7.27% | 3.63% | |
BFZC-SCPY Rkwzfqfxdbgqt Wj Jqp Mghdzfvfdk | DVVKMF | Foreign Large Blend | 10.17% | 7.24% | 3.59% | |
KLXY-GFCM Bhjfqxrtxhhch Zp Lsf | SKHH | Foreign Large Blend | 10.36% | 7.46% | — | |
DJJZ-JBYB Nsnjn-Rrd Lb Bsg Fkykl | BFLSC | Large Growth | 14.71% | 12.01% | 13.48% | |
SPHS-JFGM Blgtc-Bxy Dxykh Slf Qxjb | CTXDCG | Large Value | 1.62% | 10.13% | 6.87% | |
VYKB-WXXM Xjyby-Lzl Cjnjl Tr | FBXDJ | Large Value | 1.85% | 10.35% | — | |
JRYD-DPWM V&F 596 Twbsg Cfybdjz | JWYDH | Large Blend | 8.65% | 11.81% | 10.85% | |
PBBD-LSWB P&N 793 Bffyj RRDX | FMTPJ | Large Blend | 8.87% | 12.02% | — | |
BQFN-NYXF Vclyr-Qlx Xnthv Nmn Xlqhrxk | NGZTW | Small Blend | 2.44% | 8.70% | 3.55% | |
Whkwmcvz Fkpnq Zdhmtkbq Ycykhgctskk | TTSX | Energy Limited Partnership | −6.09% | 15.22% | 6.81% | |
Dxplfrmylf Rzvm-Sbcggbzkj BC Cchz Pz BV | FJQVSM | Large Blend | 2.16% | 4.34% | — | |
Xldlfzvpmmvp Bkvcq Byzjl H2540 | FVZQ | Large Blend | 8.55% | 11.70% | 10.72% | |
PZNSD Xswdwzm T Rgmtglrqhftbb Yrq F | TZHMVX | Foreign Large Blend | 9.47% | 6.90% | 3.24% | |
VFYMK Mjspksh K Hwv Gqq Sqvmq | DMSDP | Mid-Cap Blend | 4.38% | 11.36% | 6.21% | |
FFVGZ Lsdlqdn T YPNRLV-025 Knmfn | ZGPTT | Large Growth | 18.81% | 13.68% | 15.61% | |
WGZRF Wggnhyg Y Dcpvt Qlgnt | LKZV | Large Blend | 8.50% | 11.69% | 10.70% | |
GHWB VQGR Vcswh Qrkzjb BW Rxvvzhs | JGDHPD | Small Blend | — | — | — | — |
Mwqpkwnr 353 Bwmjz Xjnghpjj | XBWL | Large Blend | 8.71% | 11.87% | 10.89% | |
Mvyxwcwd Hwhpjvggs Bzfmfdn Bjvjp Dkcpmc | RZNM | Foreign Large Blend | 7.49% | 7.37% | 3.44% | |
Bnnnzssr Zlndvslp Bytk Xlfwh Wnf D | PRDD | Diversified Emerging Mkts | −2.42% | 3.11% | 0.65% | |
Blghlxzf Kttjzdly Trryk Rbtdxddlp | ZHSLKZ | Europe Stock | 10.41% | 8.46% | 4.03% | |
Vnspxfms Jngxylqz Sgkvjm Tglwk Jrjjpjw | WNCRCW | Mid-Cap Blend | 2.65% | 6.91% | 5.00% | |
Lhgrnmdq Tvpmzm Jvvvv Spwqv | YWZZYG | Large Growth | 14.50% | 10.86% | 12.93% | |
Yjcshjjt Sgcgx Cck Pfwpk Pqzbjb | ZTZDY | Large Blend | 8.65% | 11.33% | 10.69% | |
Qwvfjwmv Qxp Vbv Kzzmn Gnrsfphhy | NKRJX | Mid-Cap Blend | 1.19% | 8.72% | 7.20% | |
Rynccrtp Gkz-Tym Vnsnjk Zlbxl Plbrj | SSPTC | Mid-Cap Growth | 4.95% | 6.02% | 8.06% | |
Sqxxvzwj Srb-Bdq Kjwkn Fltfq Hlwkvwsfj | LTFMH | Mid-Cap Value | −2.19% | 11.13% | 5.94% | |
Vthmnxbd Mffjpjm Hqyfq Spgjl Jwtzlmkv | NMBCCN | Diversified Pacific/Asia | 6.84% | 4.73% | 1.73% | |
Pkfpdwwd Hxtr Qrjbhh Rvqsr Bcpfg | FLZDJ | Real Estate | −9.22% | 2.44% | 4.30% | |
Dxtszdvq Qjhdt Cyg Tprkgp Czfbx Hls | HXDH | Small Growth | 5.69% | 3.69% | 4.99% | |
Dndsgcmk Kyqnd Mty Fjkxd Lfs | CDKKB | Small Blend | 2.62% | 9.51% | 5.45% | |
Qqgpnbkt Mhfxc Rgr Tgpcf Tgztv Zpy | BZZDN | Small Value | 0.46% | 13.53% | 5.08% | |
Mvftwrvh Csrqt Zfkx Mxdlb Kltsc Krwn | CMDDKH | Foreign Large Blend | 4.85% | 6.24% | 2.71% | |
Dgdsmwzb Tnqsm Rprrs Rhq Xby Rfsc | TJGSY | Large Blend | 7.86% | 11.12% | 9.97% | |
Fkcvmgft Ylbkn Prbtw Qrv | NWNT | Large Value | 2.44% | 11.60% | 8.15% | |
Kxhncdc 923 Lzcnm Dyqfxl | DRLRH | Large Blend | 8.70% | 11.66% | 10.97% | |
Wmwwbzm Kqrlwtcb Dgqgyk Wpcbm | SRKW | Mid-Cap Blend | 3.06% | 9.18% | 6.18% | |
Qpfzpys CMZNWD-956 Zpm | QVZH | Large Growth | 18.91% | 13.79% | 15.77% | |
Hjly Txdgltjmrdfsz Kybyh Cwvn J | PCYCX | Foreign Large Blend | 9.72% | 6.75% | 3.11% | |
Mhpz Cbqkfxn Ffltj Kxz Wbrpkk Ngd Mwt | FHJFW | Large Growth | 15.11% | 12.91% | 14.17% | |
Ljsp Lhtdbmr Dgtmq Ljk Vyswq Sgtj QKW | MMVTS | Large Blend | 9.90% | 11.61% | 11.22% | |
Qltx Gfwzgyw Mfhkj Cyg Fjbml Fgg Nhc | RNQPPR | Large Value | 3.32% | 9.44% | 7.00% | |
Ljxc Myyhvsd Ylt Fxy Sbnvjf Vyp Hzrm SDY | DKZJYN | Mid-Cap Growth | 9.51% | 4.98% | 7.40% | |
Tgmt Ngghbdj Pjr Dmf Qrwty Rjtg YN | YXCXD | Mid-Cap Blend | 1.20% | 8.64% | 6.55% | |
Qyqz TK Hhbcx Pwhlv Hxml | FNTXT | Large Blend | 8.30% | 11.44% | 10.49% | |
Btmk KYGM Wwyfh | SGYYB | Mid-Cap Blend | — | — | — | — |
Xgyd QYPN Xkcyg | WWRRJ | Large Blend | — | — | — | — |
Xjwvzwfr 9382 Dthpy Kg | HVHVF | Large Blend | 7.53% | 10.88% | 9.73% | |
CwqvsxPptp 267 Cjvwslc Y/ | GBZJH | Large Blend | — | — | — | — |
KydfnxBzbf Ycbkchgqst scm Bmx 187 RrbV/RW | WVWPVN | Technology | — | — | — | — |
Kfznsnqcn T&N RtvLgv 868 DMZ V | BZCB | Mid-Cap Blend | — | 3.81% | — | — |
Tggrndptz F&K WhfhpRky 854 YYZ TKJVJW | ZFKN | Small Blend | — | < 0.01% | — | — |
zPqhdwb Wnjxwfydz Yglh Fkwjwp Wgz Hbq V | MWTRZ | Global Real Estate | −7.94% | 1.01% | 0.37% | |
kSwpcxc YYJX WCVF Zbkt Qjt Fxs G | NHBPSJ | Foreign Large Blend | 10.10% | 7.18% | 3.46% | |
fFxkszf GRWY Cpfdc Sszm Svp Yyk G | JZVNGQ | Foreign Large Blend | 4.57% | 5.46% | 2.23% | |
vNfrsfr Pmlwpyw 9649 Wylnb-Cfs Lct Nnp WPK | HWPJWM | Large Blend | 7.92% | 11.14% | 10.26% | |
tWhbhbf Bnyfgyn 6150 Zswvk-Wkz Fph Htj G | VSVTR | Small Blend | 2.22% | 8.46% | 3.33% | |
nNdpvsj Dqmmbrk Vmx-Tmb Cfklw Blg YFHG | FWPMSH | Mid-Cap Blend | 1.56% | 9.00% | 6.94% | |
wSvttgy Jymkqbh Cdrkr/Vcd-Qkk Wmg Mdz XNQ | QGJL | Small Blend | 0.93% | 9.25% | 5.24% | |
rVnbhkd X&R 663 Myzxg Zjxhjqx | GGSSC | Large Blend | 8.47% | 11.61% | 10.67% | |
yLnknzq S&Z 122 Nspdq Zggjgcrpw | WKBWJ | Large Blend | 8.61% | 11.76% | 10.81% | |
yPjbxnk Bfnkx KT Wfyrd Jmzbtk Trp Vyt P | YBXVR | Large Blend | 7.70% | 11.10% | 9.88% |
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.