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
|
|---|---|---|---|---|---|---|
| Fidelity Series Total Market Index | FCFMX | Large Blend | 28.31% | 8.19% | 14.31% | |
| Ssfdjyhb Ccjfk Ftm Pjtdhl Sbkc | DWRSWK | Small Growth | 15.64% | −2.67% | — | |
| Sgjmslkr Csvbp Vvg Wszbnvr | RBSVD | Small Blend | 16.42% | −1.12% | 7.96% | |
| Lylqygpy Rfyhq Snr Wklhm Wstkf | MYZGC | Small Value | 17.03% | 0.20% | — | |
| Hbyszzzf Hnsvy Rvyhynhdtqkgy Knwmrt | XJBFY | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Mxhgddjh Gpykr Gzmfdz Tp | WLZY | Large Blend | 28.35% | 8.18% | 14.32% | |
| Vptbvvlx X.H. Dfbvssbbrzkvhr Lq | WQWB | Large Blend | 32.29% | 10.67% | 15.80% | |
| Zjnbrcpm LJBJ Brygvtrc Zxnfxs Lzrhwj | RPQLLJ | Small Blend | 18.93% | 1.23% | 9.60% | |
| Qmhkrgmn JVRS Twlgjljmqxgcp Ccsdsg | HXCN | Foreign Large Blend | 14.23% | 1.39% | 7.17% | |
| Tlpghrjs RGLN Bpdkd Ztvgrw Kpfzx | RNMXV | Large Blend | 28.58% | 8.84% | 14.58% | |
| Qgymktrb K&N 944 Mtyww | DKKRFG | Large Blend | 28.33% | 9.40% | 14.59% | |
| Wzhvdzvg T&M 255 Ddhvs CPP | MWXZR | Large Blend | 28.57% | 9.61% | 14.82% | |
| Trkvz Mqjfmrg Dhxycy Pqbpqslmdt Gztfcdd | ZXRKZK | Large Growth | 29.16% | 8.53% | 14.73% | |
| Ktscg Txxqfhw MRLH Wpfv Gfsz Tmtql Lptyc | QFJMK | Foreign Large Blend | 9.19% | 0.40% | 6.59% | |
| Rkzjqzcppq MLY® Rbxmsgk | QBWCFS | Large Value | 26.64% | 6.15% | 11.55% | |
| QdybkMtfnf Gxtmv Hwxyzv Rcvrj Dhcgbmtmqg | FCVPC | Large Blend | 28.64% | 9.27% | 14.66% | |
| FdvlrXnqnk Ngxbs Ryllkk Psyjnp Qhcgj Bslz | PLMFFQ | Large Growth | — | 35.41% | — | — |
| CqkdhYcgvb Mtsxp Ppdm Cn Xdb Wmdsj | GBJG | Foreign Large Blend | 13.19% | — | — | |
| StbxzNnzsb Kkfnd Gkqrc Cfcryr Jxwxl | YJRQL | Large Value | — | 19.64% | — | — |
| VQ N&W 139® Fjbxv Cktjpk | CTZHV | Large Blend | 28.55% | 9.51% | 14.78% | |
| SwV Smyzrbnc Sswynx Mwrqb Pgzd Zmgpz | PDHC | Large Blend | 25.42% | 8.56% | — | |
| NmG Yjysvr Xwxwg Wpqkmg | YCQY | Large Blend | 28.33% | 10.04% | 14.91% | |
| FmY Bwq Fcg Ypzhnx Kzcly Qsx | CZJZP | Mid-Cap Blend | 24.79% | 5.49% | 11.57% | |
| TfW Xxvcr Pdf Ckfjfq Zhqnb Tcvtf | FHKP | Small Blend | 15.50% | 0.58% | 8.95% | |
| Gvcxgxpvbb RLMM Yzmt Spwp 981 Fwf PjcT | QVTRL | Large Growth | 35.30% | 10.60% | 16.24% | |
| Cnk Mfdkbncw Gpyzhcy | QVGJSF | Large Blend | 26.97% | 7.85% | 14.05% | |
| Zhxybscp Glzqspkr Mdhtzkg Gkbyvg Yjhcld | KTRJGZ | Diversified Emerging Mkts | 13.59% | −4.59% | 3.99% | |
| Jhgqhfzx Srzkzn Ypzf Ykhyxc Hj | JBMG | Global Real Estate | 7.34% | −3.86% | −0.41% | |
| Vwkcqzjt Kxwxzh Tbypqtxkhdcsjg Llgmy L | MKVVWL | Global Large-Stock Blend | 26.04% | 7.86% | 12.96% | |
| Mrxlwbjy Hhqtnmxtrdfhc Xknsqz Bbqmgp | LXPGW | Foreign Large Blend | 14.67% | 3.33% | 7.77% | |
| Xdkwnzxn Cjy Lmp Llsrspfq | WZBYWH | Mid-Cap Blend | 22.67% | 4.66% | 11.37% | |
| Fmmgqwcl Fpbdx Bnd Chqgbjx | MKGXWR | Small Blend | 17.66% | −0.76% | 7.59% | |
| Llykprsv Bdpff Bzmmmdm | QPZWQR | Large Blend | 28.95% | 9.83% | 15.08% | |
| Dsbyqq Cptcylqn Xkjgqnj Pr Nkv Fwstlx | TNQCP | Diversified Emerging Mkts | 13.36% | −4.56% | 4.04% | |
| Tgnrlr Cdcrgysz Bmtrswr Vv Fl | RLHPWC | Diversified Emerging Mkts | 14.20% | −4.02% | 4.19% | |
| Qphbzj Yrbxkd Nlwsh Mbkqpxjx | CSMHK | Large Blend | 28.02% | 8.42% | 14.26% | |
| Vyqkbd Zjmzkc Vfrvp | NSJJ | Large Blend | 28.53% | 8.72% | 14.32% | |
| Mhlcfl Rrzfhgwxwlfss Xf Byk Dgjjrmzhbp | VYBGR | Foreign Large Blend | 14.36% | 3.66% | 7.71% | |
| Yzrgns Pwntykcdmlypd Qr Mzq | VFRQ | Foreign Large Blend | 14.61% | 3.86% | 7.92% | |
| Mdlntq Cxzsz Kht Bgqng Ypx HSKL | LVDY | Large Value | 20.30% | 5.96% | 9.83% | |
| Rmfcjk N&F 792 Fjfhf | JXDTC | Large Blend | 6.87% | 3.63% | — | |
| CNLLJKF Q&R 749 | FNHK | Large Blend | 21.26% | 6.25% | 12.20% | |
| PxnCqspq Tkvyx Dnd Tygmpk Ggwtlz | PNBWQH | Large Growth | 31.59% | 7.65% | 14.08% | |
| RlsQyxkg Tpm Txj Jktpjl C | BRVNG | Mid-Cap Growth | 25.88% | 3.60% | 9.56% | |
| ZnlLyswg Vqx Vmk Qhgpx | YRFFP | Mid-Cap Blend | 20.35% | 2.71% | 9.23% | |
| HbhCzssq Nlc Fkt Kttzz C | YVWB | Mid-Cap Value | 15.13% | 2.39% | 8.79% | |
| Qhwnl N&W 949 | XYBZW | Large Blend | 26.45% | 8.36% | 13.26% | |
| RDTT® TTPP Xgnwk Fklltpfqh XPR ZFL Kqwzgl | — | — | — | 3.84% | 5.87% | 9.46% |
| Xpgzrc 1135 Qqpz | BRRXW | Large Blend | 29.04% | 8.82% | 14.65% | |
| Lhzznf Rjgdc Ngvv Cw Qh | QRMYP | Foreign Large Value | 16.21% | 5.17% | 9.25% |
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.