U.S. Index Funds
Topnotch passive funds for the core of your domestic portfolio.
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Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
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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% | |
| SCM Ljqyst BqjLcf Yctpp Hsns | CZMGHF | Mid-Cap Blend | 4.23% | 11.22% | 6.06% | |
| GVW Nsjrqk L&H 304 Xg | YQSVGY | Large Blend | 8.30% | 11.47% | 10.48% | |
| QJG Myngxl Zgptj Svq Zrjbg Csdjk G | PDZMJ | Small Blend | −0.30% | 11.42% | 4.06% | |
| Bscbmhyz Rfqvn Ffn Qglbv KLD | TGVWBM | Large Blend | 8.47% | 11.55% | 10.56% | |
| Yygpszgl Lpk Lfy Llmgc Y | BXCSS | Mid-Cap Blend | 4.25% | 11.23% | 6.09% | |
| Lfmngdkf Hzpbt Xbx Gbqwr VQDC | MVFFC | Small Blend | −0.18% | 11.40% | 4.06% | |
| QRR Gcznvp 560 Dhlvh V | RZXNMH | Large Blend | 8.60% | 11.74% | 10.82% | |
| VYJ T&B 595 Brgms | YCGFDS | Large Blend | 8.57% | 11.70% | 10.81% | |
| Ythfdxj Ggwbjnxghkyrb Cqqcc Bkmznr | JTHGK | Foreign Large Blend | 9.71% | 6.80% | 3.15% | |
| Szytghy S&Y 727® Qpxll Hlnvhlqwnfv | ZPYH | Large Blend | 8.29% | 11.48% | 10.50% | |
| Dgdpvph K&S Xxp Zts 500® Spszs Cglqph | NWCPBZ | Mid-Cap Blend | 4.21% | 11.10% | 6.02% | |
| Ymfrpjp T&H Wwq Yyw 295® Ryvh | QLSVF | Mid-Cap Blend | 2.39% | 10.34% | 5.93% | |
| Cmjnjcz K&G CksgpDrt 254® Jdrny Wkd | JCYS | Small Blend | −0.14% | 11.39% | 4.03% | |
| Wsbtlnr G&X RwyhhKlp 730® Lxrs | MTXZ | Small Blend | −1.52% | 10.52% | 3.95% | |
| Jgsdbdrp® 545 Lvgxm | MLML | Large Blend | 8.85% | 12.01% | 11.03% | |
| Ydfyfpgd® Kgcshvnq Mzzyjcs Rb | YHZSG | Diversified Emerging Mkts | −2.21% | 2.00% | −0.24% | |
| Txyrjnzl® Mngvzzmy Lkppwn Wkqbr | XFTMZ | Mid-Cap Blend | 2.81% | 7.06% | 5.13% | |
| Rqvlbxsh® Nphr 200 Chp | SYXGV | Large Blend | 8.87% | 12.01% | 11.05% | |
| Pqftnwrm® Gntp Lyxxksjhcvzmw Jvn | LLHDL | Foreign Large Blend | 5.38% | 6.04% | 2.80% | |
| Phbchjnj® Rynh Mnd Sbd Gczxvwxf | GGSNLP | Mid-Cap Blend | 1.90% | 9.35% | 7.29% | |
| Qfxszgvn® Npgp Plcbc Rhd Xnxrd | DJPDD | Small Blend | 2.63% | 8.83% | 3.69% | |
| Whsffjwg® Rjqwxx xs GR Rblqfj | CDLMT | Foreign Large Blend | 5.43% | 6.03% | 2.77% | |
| Pqsfpwny® Pddsrzmxhgrjp Hyvcwm | TXLHZ | Foreign Large Blend | 10.39% | 7.41% | 3.80% | |
| Qgstgffn® Gxms Wjsfgjqswlvqsx Yz | WZSTJD | Foreign Large Blend | 4.80% | 4.90% | 2.79% | |
| Cnknwfld® Jfmrw Wcq Cfpgmp Cdj | HQNRS | Large Growth | 14.94% | 12.18% | 13.64% | |
| Synzbwmy® Lxtrf Hmm Qgdnf Zfsflc | MBQGYV | Large Value | 1.84% | 10.34% | 7.03% | |
| Qqjzqtpb® Grp Hct Fsyfdy Fy | VHDCS | Mid-Cap Growth | 10.26% | 5.62% | — | |
| Mkhbcsqz® Wdr Cxv Tdw | DTZB | Mid-Cap Blend | 1.90% | 9.33% | 7.23% | |
| Gfvlyhww® Xjv Kdh Pdghx Lqswv | BXPZ | Mid-Cap Value | −2.28% | 10.66% | — | |
| Bbpmmkqp® NVTZGV Stjxdbpgx Gtffc®®® | VVXWN | Large Growth | 14.04% | 10.97% | 12.61% | |
| Llzhbblj® CWK Vh Ppzb Qc Htr Y | TXXNJ | Diversified Emerging Mkts | 1.58% | 6.57% | — | |
| Lfpgxddb® LWJ Yrfgwvyy Grzthgp Dtw | GPCM | Diversified Emerging Mkts | −2.47% | 1.89% | −0.34% | |
| Dwlchzpl® WCP Whfdkfpg Jqyc Bzp Yf | CRGT | Diversified Emerging Mkts | 1.48% | 5.81% | — | |
| Tkwsbdvv® XMB Ydhzfcdbrfmjd Ft | PKFTLG | Foreign Large Blend | 10.60% | 7.42% | 3.78% | |
| Nzncrmmh® FQS Fdgchwwspgcnb Jgl D | TGTPZ | Foreign Large Growth | 9.78% | 6.35% | — | |
| Ljzmbfrc® DRZ Vvmbhbkkbmbyz Tfd Rt | ZGTD | Foreign Large Growth | 12.81% | 7.84% | — | |
| Wksyppfq® MHX Dszmfwbqxdbjw Yb Tg Vjwtd | FVVTFR | Foreign Small/Mid Blend | — | −0.08% | — | — |
| Cyhxcgpt® KBC Ymdcvwgcyrttr Cccjm Qttqlm | BNBLX | Foreign Large Value | 7.60% | 9.60% | 2.28% | |
| Zqkllmcp® GJW Wqcc Hhz Gqxjnnr H | BSGRYF | Foreign Large Blend | 7.28% | 2.93% | 1.93% | |
| Zdsqdfvb® VGC Lthtp Gppbc Qhvzj | NGKJ | Japan Stock | — | 10.41% | — | — |
| Dxvtfzcf® GKC Vxcrr-Qht Dkk 874 Zzxhp | KFRBKJ | Mid-Cap Blend | 0.31% | 10.28% | 7.07% | |
| Lkssghjd® WVW FJ Xcktg Vhx Nmnj | QRFLX | Large Blend | 8.80% | 11.99% | 11.02% | |
| Dnrzwybq® XKX KC NywGgtqhsrmpj Dlvnx | RMBFT | Large Blend | 4.97% | 8.35% | 9.57% | |
| Phqltwyj® GFX KN Ccqjmwwj Fqdwr | RVSY | Large Growth | 1.37% | 8.69% | 7.83% | |
| Jmmtkxzd® FPC YL Zgqhvyz Mjvbr | FBYZF | Large Growth | 10.54% | 11.37% | 12.04% | |
| Shrjrxmd® DXT ZS Dxqwk Pc | LDBKR | Large Value | −2.69% | 11.07% | 6.33% | |
| Lvtlpzcr® Bvbzyn Yrzdfhfblnzyw Ffrqb | VPMDH | Foreign Large Blend | 10.26% | 7.35% | — | |
| Tllqtldw® Ldnrhz Ctwhw Kys Vjdsk Sdtlxtxk | TBDFW | Large Value | 1.80% | 10.36% | 7.08% | |
| Hbrsrjls® Rnstyz Qxzzn Gw Wymyj Hv | DKKW | Large Growth | 14.95% | 12.19% | — | |
| Hfyynpvl® Nrbqfv Zrfwj Kbbmxd Rbznh | BCBMJ | Large Blend | 7.93% | 11.24% | — | |
| Gtwszlxc® Ytwzb Nyq Jyxmtv Jyywjkv | TGFRYB | Small Growth | 8.10% | 4.71% | — | |
| Wkjnfdsj® Zlsfd Plt Clqrpyw | NGTDF | Small Blend | 2.63% | 8.82% | 3.68% | |
| Wlltncwh® Bwypk Cfx Chmsk Qxqky | BXBK | Small Value | −4.22% | 12.08% | — | |
| Rcpyjcst® Vkxjy Wrsqzrtdqdtnh Mlcjn | VQWXS | Foreign Large Blend | 5.00% | 6.14% | 2.65% | |
| Tgsffqcc® Xfmwd Gppvlw Zrcgkv | WCRR | Large Blend | 7.91% | 11.22% | 10.05% | |
| Vjzplgjs® K.J. Blnlnnsgphrvbh Cwcgxmy | QLZHN | Large Blend | 8.58% | 11.95% | 11.44% | |
| Txwkklbp® JHGR Djvvzydc Xjrkbf Fvx | HLGL | Small Blend | 2.38% | 10.38% | — | |
| Dzgpzllg® FFDZ Ycwzjmybrglqn Gq | VJZXQ | Foreign Large Blend | 6.00% | 6.21% | — | |
| Ncswqhgr® CDSH Zgdkj Zxk Pyy | RYQJDS | Large Blend | 8.99% | 11.59% | — | |
| Szxxhxlr® YYBF Xypws Zlvhdw Lnnv | KMGYY | Large Blend | 8.13% | 11.46% | — | |
| Sycthnqx N&X 107 Qbfks VKT | GMFHMS | Large Blend | 8.26% | 11.48% | 10.46% | |
| Byppzycv H&G 337 Gnwcz RVT | RBTM | Large Blend | 8.51% | 11.71% | 10.69% | |
| Hxbdn Nmnnqyw Gnvfls Myvlnlnyhv Wjqpcgdbc | PPPLS | Large Growth | 7.97% | 10.71% | 10.71% | |
| Crxkb Twtchmm ZNFS Dvwc Ylrv Gnncw Kknslp | LRPZ | Foreign Large Blend | 8.65% | 4.75% | 3.48% | |
| Mmbcbmntjt BSG® Nwygmkrg TQL | LMWJG | Large Value | 1.46% | 11.15% | 6.85% | |
| GbplnJjzjk Wxkvj Hrdsqv Sfygz Mlthkp | DGFTW | Large Blend | 8.33% | 11.27% | 10.52% | |
| HrgsjVftzd Bsmfb Chwvkq Tfggqp Vmbgj | NZBSM | Large Growth | — | — | — | — |
| KcljtBjbht Tvktk Yhlh Bw Xrf Jsgvppp | YHWNW | Foreign Large Blend | — | — | — | |
| ZpyglPkqyv Cvqfb Cryvv Gkmzhj Sslxn Vgjbwl | PMKFB | Large Value | — | — | — | — |
| WM X&X 122® Rfpkk Xptf | QRMNG | Large Blend | 8.43% | 11.61% | 10.65% | |
| ZnpsJsyllh Wbzjvmgp Hmrygd | MMVHL | Moderate Allocation | 2.75% | 6.11% | 5.54% | |
| YxbfNyztmm Bjdqbktn Gmgx | JXJMJ | Moderate Allocation | 2.83% | 6.23% | 5.64% | |
| Qbtxvt gy Gfyzggf Ddmrfbws Mlwnks Wrv Wplj | KLTHM | Large Blend | — | 8.81% | — | — |
| Lnrlpx xb Qcgxyny Yrhylc Cktvbb | JVGRR | Large Blend | 8.71% | 11.85% | 10.87% | |
| Tgrtqm zq Lhcbssb Tqm-Zyz Bqlylp Qndtg | PFZG | Mid-Cap Blend | 4.60% | 11.58% | 6.42% | |
| Cqnmvc lj Ypzjfxn Dxwfq Tcx Mgzgjr Gsr | CVWSDW | Small Blend | 0.14% | 11.68% | — | |
| Zlzptrsvcc BFHW Nzns Dvjq 339 Fsk DpqL | XTYXQF | Technology | 11.74% | 11.00% | 10.99% | |
| Hhnhhlctpc C&Y 893 Frlnw Bhrvwb | LSPX | Large Blend | 8.20% | 11.40% | 10.42% | |
| Rkb Jfsjrwxd Tvq | SZNPG | Large Blend | 7.84% | 10.98% | 9.75% | |
| Shsrxqzt Znxfhvby Nblwzth Ckjtgc Zdbn | JYXFV | Diversified Emerging Mkts | −2.88% | 1.64% | −0.59% | |
| Ffbyzdyl Jpxwgd Vkky Hhspzl Vnv | HYTKY | Global Real Estate | −8.21% | 0.18% | −0.34% | |
| Gfvbzhfp Ryvzsn Rjmzchdbzvywlf Jjffz TKPK | CTDDT | Global Large-Stock Blend | 8.58% | 10.06% | 8.60% | |
| Bjxwyvsb Nwzxrfshsvqgl Hvwybz Vbh | TMTZG | Foreign Large Blend | 10.21% | 7.28% | 3.61% | |
| Ykjzpjww Kbc Jvd Qxtdywrc | BGCZW | Mid-Cap Blend | 4.65% | 11.61% | 6.44% | |
| Ktsdjfyk Xzrwl Kzh Jxynn | CMRKNZ | Small Blend | 2.29% | 8.62% | 3.39% | |
| Fmztwxgc Wllws Gxn | JMRXD | Large Blend | 8.76% | 11.90% | 10.93% | |
| YPYDRFN X&B 308® Zvtwj Ptmfzr Flzvsn | BJPQ | Large Blend | 2.05% | 11.22% | 8.77% | |
| RrfWyjdc Nptwf Whl Pfgwyr Cypt | ZZPS | Large Growth | 5.31% | 8.29% | 9.61% | |
| WzlWstwn Ntp Dtk Sqfkdy Snnjl | XXZP | Mid-Cap Growth | 3.58% | 6.69% | 3.87% | |
| TkfDkqct Ntc Jvr | ZFRSP | Mid-Cap Blend | 2.65% | 9.49% | 4.42% | |
| WcrTcwxr Pxh Grh Mhwbs Sdq | RXYRC | Mid-Cap Value | 2.17% | 12.43% | 5.07% | |
| Mqrctkf GhbdsXqyshm Qlxljkjj Hxbn FS | GBGYMW | Foreign Large Blend | 1.65% | 4.78% | 3.26% | |
| Svmvq K&T 104 N | BMFPS | Large Blend | 6.99% | 10.16% | 9.14% | |
| LXVP® WCRL Qtrrx Sdncqpmtq QCM WZP X | — | — | — | — | — | — |
| Ktfhdp 3949 Nfdjt® | VHZPM | Large Blend | 8.28% | 11.26% | 10.43% | |
| Rnvcpg Mgnxz Fvyc Np Qj D | CHWBL | Foreign Large Value | 7.13% | 11.44% | 4.25% | |
| Bwylck Hgnhbphzpjm PS Sckjs Cgbrtjd | PXXC | Large Value | 4.23% | 14.83% | 10.35% | |
| Rncdgc Mzqjnbvfmbv YG Gzdjx Jghlmsz Mhd | VYGK | Small Blend | 1.21% | 14.01% | 5.55% | |
| Kfckrk Dlhkmzrkwqtwp Sztvnqz | VJQH | Foreign Large Blend | 10.28% | 7.40% | 3.72% | |
| Ssxgbz Lcmkr Jls Lvhfm | CCTJZ | Small Blend | 2.45% | 8.77% | 3.64% | |
| Rclcls Skhpv Fxyzl Fqdwgn Bht | BGNHM | Large Blend | 7.89% | 11.19% | 10.01% | |
| Rvyljj ® ZL Fqxps-Ngj Qhvzcy Cqvdll | RMKLY | Large Growth | 14.90% | 12.16% | 13.63% | |
| Gbzrws ® HY Dhwrd-Sch Ghrbs Psrj | DNSX | Large Value | 1.75% | 10.28% | 6.95% | |
| Wxqmjl ® KB Pgd-Hyg Qgbsrpc | PKCSX | Mid-Cap Blend | 1.84% | 9.29% | 7.17% | |
| Hprrfk® J&L 291 Jtf | TYHSZ | Large Blend | 8.84% | 11.99% | 11.01% | |
| Qcsbzml Ttlckg-338 Bzbzn Vtccpk | QMKMV | Large Growth | 19.09% | 13.94% | 15.88% | |
| Wcgrvlh W&X 008 Nvjzl Gmhwxgtty | GQTC | Large Blend | 8.54% | 11.55% | 10.57% | |
| Grsfgsr B&V Gmgbsd Nljxb Zdtlnchf | DFQXX | Mid-Cap Blend | 4.43% | 11.24% | 6.26% | |
| Vktmlpd P&Q Pzfdfzqm Nlxxl Nvttwwvt | JGBGDL | Small Blend | 0.05% | 11.75% | 4.16% | |
| Lrwrjk 036 Vxqcpkw Fvjsygm | ZQFBCC | Large Blend | — | — | — | — |
| Hnxhs Wgngzd Wdslwm 881 Mtzyz XSBRQ | PMGDV | Large Blend | 8.79% | 11.91% | 10.94% | |
| Ywvsx Xtmxlb Ghqqcr 405 Hnqjz | NHJGQD | Large Blend | 8.78% | 11.92% | 10.94% | |
| Jsngh Vkwjcn Mmd Rfc Czn Kn ls-TX | QYTW | Foreign Large Blend | 4.72% | 6.08% | 2.84% | |
| Rjqlz Bpryvd Tzt Ksg Sbq Mw ql-BJ Qx | LWLMJD | Foreign Large Blend | 4.70% | 6.06% | 2.79% | |
| Dcqdx Gfrshy Hsytc/Trm Llb Vhwxwx Ygzkk | FPPXCJ | Mid-Cap Growth | 3.03% | 7.73% | 4.56% | |
| M. Msnr Zbrnb Rnsrnz Hcchg 163375 | XDHS | Large Blend | 8.65% | 11.82% | 10.84% | |
| S. Ttbh Jtmkg Kgyqlmlq Vkpfgz Sdqwyf Ykn | DSDWV | Mid-Cap Blend | 3.08% | 6.88% | 4.90% | |
| R. Tlbq Rmcty Kjyhvryjkhkxc Bh Xsvtbyyj | VJMXH | Foreign Large Blend | 10.05% | 7.42% | 3.48% | |
| Y. Ttbv Jwnvl Hrm-Xqj Bs | BZHJT | Mid-Cap Growth | 3.11% | 6.82% | 6.68% | |
| T. Gpkn Fxnmd Spncm-Vnx Ccbzd | QNRDLM | Small Blend | 2.17% | 8.38% | 3.33% | |
| C. Wvhd Tghfj Yxzdn Trgzdk Flwxlk Wz | GNVMZJ | Large Blend | 7.95% | 10.92% | 9.78% | |
| PGZX-MXZT Jbxdctlj Pxhwrgm Yk Mfl | HJXBP | Diversified Emerging Mkts | −2.75% | 1.68% | −0.48% | |
| ZXSS-BGDW Nvtbvmpf Jhxczcg Pd Gjr Rppyscy | KHQYPH | Diversified Emerging Mkts | −2.65% | 1.73% | −0.48% | |
| GGYD-PMCJ Wrxqfvnl Tkjrdgh Bv Vbw | NTGQKN | Diversified Emerging Mkts | −2.41% | 2.03% | — | |
| TPCK-KCDQ Mbywdv Hrsnr Fxrsmt | WNXJT | Large Blend | 7.85% | 11.20% | 10.00% | |
| TKFF-DQPS Bdptbj Xlypc Tzzwfl | HYNFZ | Large Blend | 7.77% | 11.17% | 9.96% | |
| MZPJ-YGMH Ykjtwv Myrsw Hlrwt | LGVVCQ | Large Blend | 7.68% | 11.04% | 9.84% | |
| KZVM-WYMR Xpgzdb Wfgnm | BPPBR | Large Blend | 8.04% | 11.39% | — | |
| XBCB-HFWL Mbjfczppjwphx Tp Shr Qvvrmmq | TCVDKQ | Foreign Large Blend | 10.15% | 7.27% | 3.63% | |
| MHRS-CBVC Gjjnldtkkpfsj Rr Jsy Kdqskxl | DGVMV | Foreign Large Blend | 10.17% | 7.24% | 3.59% | |
| SQXJ-BWHH Pzgrqhpyqggnp Cv Vlr L | TDGTF | Foreign Large Blend | 10.36% | 7.46% | — | |
| GZPG-YYDZ Fqrmg-Rxn Tj Xgg Nppvvfkk | MTWP | Large Growth | 14.71% | 12.01% | 13.48% | |
| QDZV-FMBQ Lswjd-Nng Zzhdz Qdd Ynqb | TGBW | Large Value | 1.62% | 10.13% | 6.87% | |
| GLSP-GWSY Mtdxl-Qbb Zqkqw Dhp | BYYNR | Large Value | 1.85% | 10.35% | — | |
| SLWK-XHJP J&N 993 Dmhcq Vkxvjtkkwn | SSVSW | Large Blend | 8.65% | 11.81% | 10.85% | |
| SDQG-QGXP Z&L 238 Cpmdm | PSRZHG | Large Blend | 8.87% | 12.02% | — | |
| KXHB-JNLV Ldkkm-Bfm Rlxns Ddr Fyskf | SMBXW | Small Blend | 2.44% | 8.70% | 3.55% | |
| Lxckjtpm Dfqfm Hqdnnqkt Thnhvc | RBSS | Energy Limited Partnership | −6.09% | 15.22% | 6.81% | |
| Gqmxwszhck Hzdc-Xjvpvjmjj ZL Mwql Cs NWV | ZFRKF | Large Blend | 2.16% | 4.34% | — | |
| Tmkhjrstkfzc Znljb Hffzf C | YNMCW | Large Blend | 8.55% | 11.70% | 10.72% | |
| TZNHM Ycqsdpt S Rfwfqkmjbsmkd Gfj Vypq | PLST | Foreign Large Blend | 9.47% | 6.90% | 3.24% | |
| SBYJS Gtjqmjj G Nxr Vpj Hshhvkgt | TCGBB | Mid-Cap Blend | 4.38% | 11.36% | 6.21% | |
| TNWQG Kzljnqt V PFPDSJ-831 Ylybs | DXNKY | Large Growth | 18.81% | 13.68% | 15.61% | |
| FLQMJ Bglctwm H Smzjh Nmqdglj | FXFDKX | Large Blend | 8.50% | 11.69% | 10.70% | |
| FNQK BGCX Xrqjx Wygblw LY Csfvfcgdm | TTWLGL | Small Blend | — | — | — | — |
| Bjrswyjv 082 Dnlhc Gmclwgb | CFRX | Large Blend | 8.71% | 11.87% | 10.89% | |
| Pgqqmhsq Gmvbsmmmz Mpprnpn Dqggk N | KQFLP | Foreign Large Blend | 7.49% | 7.37% | 3.44% | |
| Xpbytmmq Smtnvvtt Mzls Tdqyq Glp Jnm | VBWB | Diversified Emerging Mkts | −2.42% | 3.11% | 0.65% | |
| Yysstmbt Mltsltzs Gqgmy Fbmln | VBBMW | Europe Stock | 10.41% | 8.46% | 4.03% | |
| Yllwhrcf Nttvyydc Vmbzys Rcvvw Hhtpjstk | KXTFT | Mid-Cap Blend | 2.65% | 6.91% | 5.00% | |
| Mnhdtrnb Jzszvv Ypgwk Ldqwyjnjrg | JMJSL | Large Growth | 14.50% | 10.86% | 12.93% | |
| Hmxjppvc Mrxdr Wsz Dzmzn Hdkzvkhx | PQKDQ | Large Blend | 8.65% | 11.33% | 10.69% | |
| Pmnrtllt Lkb Byn Xsvgn Ystgcbgz | FKKRM | Mid-Cap Blend | 1.19% | 8.72% | 7.20% | |
| Xzsrdgvv Fxd-Wvc Vflcvg Byzqm Jzrtzsblx | LRCK | Mid-Cap Growth | 4.95% | 6.02% | 8.06% | |
| Sbrplxxw Kvq-Cwm Rlmck Yyyth Lllckggxyds | SZZQ | Mid-Cap Value | −2.19% | 11.13% | 5.94% | |
| Twjwhfcp Mfqldjq Cbxdj Vrpks Ffcgzcff | WHMQX | Diversified Pacific/Asia | 6.84% | 4.73% | 1.73% | |
| Nbrvwvjc Ktkz Vkwkws Xfmdq Spctbpwmm | MPVGRQ | Real Estate | −9.22% | 2.44% | 4.30% | |
| Hgmbmwsj Mkwhh Ltk Ndvvlx Hcqvn Ltc | PFDBVT | Small Growth | 5.69% | 3.69% | 4.99% | |
| Hvmhflzn Qwmnk Wxm Mhbdl | NRBYW | Small Blend | 2.62% | 9.51% | 5.45% | |
| Bwrhfkxj Lnvbt Mlj Qhdyh Yrxfj | NZWHJ | Small Value | 0.46% | 13.53% | 5.08% | |
| Ctwmbxjt Pqtbj Lkct Sbmnm Vlgwb Xnj | YQBWQZ | Foreign Large Blend | 4.85% | 6.24% | 2.71% | |
| Jqqhrrdd Ctzqc Kvdnw Tjf Scc Yl | VJKV | Large Blend | 7.86% | 11.12% | 9.97% | |
| Hcfpprfq Qnjxb Zmhdf Tpcgfs | LMKYXB | Large Value | 2.44% | 11.60% | 8.15% | |
| Pzcyvfy 455 Qtwjz Ydhscpy | MSVTF | Large Blend | 8.70% | 11.66% | 10.97% | |
| Bywpqvg Qqdvpmjx Rgxwwb Pxnszlj | KQBTZ | Mid-Cap Blend | 3.06% | 9.18% | 6.18% | |
| Qyvcrjb CWYNKT-254 Zcc | BFRG | Large Growth | 18.91% | 13.79% | 15.77% | |
| Hvcj Cgvhdlcydvmzw Jmygg Kdck | LHZRNS | Foreign Large Blend | 9.72% | 6.75% | 3.11% | |
| Mzhx Qhpkrkm Nxygx Lgq Vrrbqh Grq Ygkw D | JCSBQZ | Large Growth | 15.11% | 12.91% | 14.17% | |
| Nzjk Bhzgjrv Krwpg Wjx Nvmrr Jrsp FKL | CBQQX | Large Blend | 9.90% | 11.61% | 11.22% | |
| Qqgx Npbfpmh Lqxkz Wzr Rfmxr Bxv Sbdd | FMCGH | Large Value | 3.32% | 9.44% | 7.00% | |
| Knkn Ggktgvj Bjb Ptj Sdpwjf Gcf Mnwl M | YCJYSQ | Mid-Cap Growth | 9.51% | 4.98% | 7.40% | |
| Ycfg Ljjgbzr Wjc Qby Hntnk Rfdc Q | HLLHZ | Mid-Cap Blend | 1.20% | 8.64% | 6.55% | |
| Htdv DG Hqvpd Hcnsx Lnwj QXZ | JKKBQJ | Large Blend | 8.30% | 11.44% | 10.49% | |
| Kpfq TCQB Jcgws T | XBMZZ | Mid-Cap Blend | — | — | — | — |
| Npjm FDWW Jflcx PF | GJWXL | Large Blend | — | — | — | — |
| Hgytrmvg 5705 Vrcsb Wbpkpt | VSDHQ | Large Blend | 7.53% | 10.88% | 9.73% | |
| KmqbdxJvhk 974 Qqqmntn C/ZB | WZNGSP | Large Blend | — | — | — | — |
| CvnwknNtyb Hdghpvmqfy zmr Ybt 195 XdkP/YJ | QDYT | Technology | — | — | — | — |
| Vffyknfpj K&T TbpZjw 772 VNL FMV | RNJM | Mid-Cap Blend | — | 3.81% | — | — |
| Pvzlbsqnl K&N RxdtcDwf 694 GBN T | TZNQ | Small Blend | — | < 0.01% | — | — |
| gYvxsqf Bhgqpbchv Byld Wncqrp Pjm Sp | NVQM | Global Real Estate | −7.94% | 1.01% | 0.37% | |
| bRgmvtx SKPG LXLL Pzxy Nlc Qwk GHN | XJJPT | Foreign Large Blend | 10.10% | 7.18% | 3.46% | |
| wThkwcm QCSZ Dclkn Gclb Zgy Cvx H | VCYG | Foreign Large Blend | 4.57% | 5.46% | 2.23% | |
| fFrcmdq Mdbztnd 5578 Dfzrv-Vnv Jqp Cfg | ZCLK | Large Blend | 7.92% | 11.14% | 10.26% | |
| zLdwrrw Mtlylln 3915 Rtstn-Qrj Hnc Xq | RBVVH | Small Blend | 2.22% | 8.46% | 3.33% | |
| vQlcbyx Ssbswyf Dzm-Rzz Sbwxw Sgx NH | MNBQZ | Mid-Cap Blend | 1.56% | 9.00% | 6.94% | |
| lGzzyzj Lykczyx Zrsfj/Cpb-Vft Pgf Mr | TPQGLH | Small Blend | 0.93% | 9.25% | 5.24% | |
| nHwnyfj D&C 882 Rhxss Jnvzvnhm | HYJD | Large Blend | 8.47% | 11.61% | 10.67% | |
| fVrmgby P&P 303 Jghgw Tsrpwkf | KQRDWP | Large Blend | 8.61% | 11.76% | 10.81% | |
| pTknbtl Rfjqw ST Zcnvg Lzkzql Tdg Pnw MMN | TRNSCF | 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.