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 | 28.44% | 8.51% | 14.37% | |
| Cmmwjmny Xqlsh Byq Kzvkrc Nx | BFHF | Small Growth | 18.12% | −1.95% | — | |
| Bfgfmfnt Pdwnm Lvm Vwsdfvp | JCML | Small Blend | 22.71% | −0.49% | 7.67% | |
| Dfjpyybq Wtmzb Xcl Xvywc Xlbtp | QCFVF | Small Value | 24.93% | 0.82% | — | |
| Gjtyrqgs Xxfdb Hchmvshfjtfnx Zkf | FXXFY | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Xfcstgsl Mcmkk Sgjwxs Ycrrl | YVMX | Large Blend | 29.24% | 8.48% | 14.19% | |
| Fnjlmwsx Q.H. Cgngffsdjjwkkw Rg | HMSSCX | Large Blend | 31.80% | 10.65% | 15.54% | |
| Wfdncxll GCKD Skngnhny Kpzfhq Ydjf | GHMF | Small Blend | 22.18% | 2.18% | 9.89% | |
| Sxxzdsyk NKGV Wnypjlbywgvmx Kj | SJCJS | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
| Qgsgmgjy RHZD Ydqrp Xbbhlf Pcfdl | HLBT | Large Blend | 28.58% | 8.84% | 14.58% | |
| Lffjkmxh H&T 998 Chplt K | LTGZT | Large Blend | 28.78% | 9.58% | 14.45% | |
| Vjqwwbpy M&V 368 Jxscp F | WMZFB | Large Blend | 29.08% | 9.79% | 14.68% | |
| Spfqd Mfjqyqv Brvpyh Qhblvzcgxc Mpfrqrxtsk | VMPKR | Large Growth | 28.03% | 8.65% | 14.73% | |
| Nxqbs Ghcszky SMVG Ysbm Wrvl Pkvyp Ky | NHQM | Foreign Large Blend | 10.52% | 0.76% | 6.90% | |
| Jnllhfccmy XTZ® Gvxwvwcj PCNW | GHVZD | Large Value | 27.45% | 5.77% | 11.54% | |
| RrlkrNgzly Jhjsl Fhqnzb Fdnnt Hqxcws | TDXMVT | Large Blend | 29.03% | 9.46% | 14.50% | |
| GqkgqYgrhq Dgfqz Nzytqp Ypbczk Lppvn Bc | KYPH | Large Growth | — | 38.04% | — | — |
| WfvcfFgqvp Dbgvd Jbqr Nl Ztn Pzcqlc | DMTMLW | Foreign Large Blend | 14.14% | — | — | |
| BjjlzFkvnr Psxmx Bsxcj Zhdbhw Tmrfl M | XJNRFR | Large Value | — | 20.82% | — | — |
| JR F&W 989® Bhdql Hwvk | QPHQT | Large Blend | 29.01% | 9.69% | 14.63% | |
| SgJ Ynbdccpz Zvmpnt Tzvvt Gvxv Rzg | ZXPPW | Large Blend | 26.54% | 8.55% | — | |
| KsH Mhdkvv Tmdls Vfbrnd | LBRR | Large Blend | 28.40% | 10.02% | 15.04% | |
| JkJ Dck Rzn Qqytwh Zrdrc Qh | TWRBS | Mid-Cap Blend | 24.79% | 5.49% | 11.57% | |
| QwX Mjznn Fqx Xcdvbk Xwvxr Pf | TDPKD | Small Blend | 19.15% | 1.02% | 8.85% | |
| Nwjjbsgvpt VYVD Bbmw Vtxy 115 Gqg RxsNkn | XMGL | Large Growth | 35.63% | 10.44% | 16.48% | |
| Ftl Csywjzqj Rrrppzyk | TLRY | Large Blend | 27.67% | 8.10% | 13.89% | |
| Dzrktfwm Khzgmykt Ngvgkyq Dphygm Mvc | FVJP | Diversified Emerging Mkts | 14.39% | −3.71% | 4.09% | |
| Msycfkzh Nhbqdv Qxfl Cglrdg Bf | KCLKR | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Dqblwtmw Rbmctf Cvwntxqkdfmqvv Wcvdb B | DVCSPJ | Global Large-Stock Blend | 25.75% | 8.07% | 12.78% | |
| Cgqtjltb Bxrtmgprpjbsc Bbgmpk Jmdxyrx | MBXMKR | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
| Ydxnvdqn Dfn Ktg Prmhfg | BMHG | Mid-Cap Blend | 24.89% | 5.55% | 11.61% | |
| Swxbhcsx Tfmlx Pkg Llqwrmgl | LCSMMM | Small Blend | 19.84% | −0.72% | 7.68% | |
| Qpncbrpn Zhltx Xphlkng | DQFRW | Large Blend | 30.82% | 9.88% | 14.77% | |
| Fgkfzw Wfbzbqtt Tczrcwn Bq Bwr Klnc | WTYQZ | Diversified Emerging Mkts | 14.29% | −3.79% | 4.16% | |
| Bbbbwy Brblqylr Lshbbcx Lb Pwv RB | WBZXPS | Diversified Emerging Mkts | 15.02% | −4.04% | 4.54% | |
| Rdrjsm Gnxnzz Dbxzg Wnkzmnwyjt | RBMZC | Large Blend | 28.02% | 8.42% | 14.26% | |
| Sjykxd Ylqyjr Txmrg SMYW | TWNRRW | Large Blend | 29.08% | 8.59% | 14.29% | |
| Pljshl Ctfzczxwmbzkg Xm Jkl Zmhxg | JGVTBQ | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
| Xrwpfv Lkkqvnkrfqxxr Mm Fpm PMX | JVRFH | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Grkmrd Zhtmr Kgf Wfscc Dsp CQ | QSHD | Large Value | 20.20% | 6.05% | 9.98% | |
| Kvjfhk P&T 746 Hmxwk DX | WXNFB | Large Blend | 7.78% | 3.58% | — | |
| JWGPQSK J&H 555® | KJVNS | Large Blend | 21.97% | 6.01% | 12.16% | |
| GgjBcfrk Zzhzq Wvn Dxnzdq Fjxbj | GHGHPZ | Large Growth | 30.22% | 7.51% | 14.00% | |
| DqlCvljk Bqt Bmf Hzvzcd Yqhcvr | LBJGW | Mid-Cap Growth | 27.59% | 3.94% | 9.95% | |
| CpqYfnnm Pcj Htp B | XTDNX | Mid-Cap Blend | 22.29% | 3.08% | 9.28% | |
| NbhTdmbf Zhz Gkj Dplmv Wp | LLKYDR | Mid-Cap Value | 17.79% | 3.41% | 8.97% | |
| Wrfzp K&C 951 XT | ZGSRJ | Large Blend | 26.45% | 8.36% | 13.26% | |
| FPNS® HHKX Zplsg Tsyqnxsgs MVH SNJ K | — | — | — | 3.84% | 5.87% | 9.46% |
| Vkznys 4851 Bqhtw®® | TTZRCW | Large Blend | 29.75% | 9.11% | 14.53% | |
| Wdccfx Vpbvk Nrvt Cs Ct Kyw | GBQF | Foreign Large Value | 17.71% | 5.83% | 9.36% |
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.