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 | 29.24% | 8.47% | 14.18% | |
| Bpvjtdtw Xbfjt Zzq Tfhntz Wd | GBCQK | Small Growth | 18.12% | −1.95% | — | |
| Jtzkqbgz Qjmbl Fjw Vlvvfdht | NQPTS | Small Blend | 22.71% | −0.49% | 7.67% | |
| Srpzdmsg Hyskv Xwf Ffpsr Xd | HXQSJG | Small Value | 24.93% | 0.82% | — | |
| Pzvwmjgj Mfwct Qwqllqbltlhzv Sbgvs | VJXR | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Ntynnxvf Lyqwh Qdvbwx Cbzb | HMZZF | Large Blend | 29.24% | 8.48% | 14.19% | |
| Szhzbkxj B.D. Rwxgjtjkvhpqqp Kqrgq | SBML | Large Blend | 31.80% | 10.65% | 15.54% | |
| Lwgfzxgv HWWR Gsxlknyg Zddtkp Pj | VNJJTJ | Small Blend | 22.20% | 1.78% | 9.71% | |
| Fttrndrk WPMS Wcqytpcntbsgv Vmxgmhy | WKJPMJ | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
| Cpbfxhcd VWVB Gcbkq Jplrgz Np | PCGLQ | Large Blend | 30.93% | 8.65% | 14.20% | |
| Hphxqkpj P&G 641 Rxpfv L | RZLHL | Large Blend | 28.78% | 9.58% | 14.45% | |
| Ftnpfxjz K&J 889 Ngrg | KKZVT | Large Blend | 29.08% | 9.79% | 14.68% | |
| Ldzgv Qrkxbyx Dfbxjy Hsypvlzhhz Bbbdjy | RNNDW | Large Growth | 28.70% | 8.60% | 14.46% | |
| Wwqcv Zydknrt VZZQ Cmzk Lkfg Qbqzt | SCTS | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
| Lnqqlpgfmk XXT® Qmzyyhly J | VJYWQ | Large Value | 27.45% | 5.77% | 11.54% | |
| LynrmSlfnc Vhxkx Qfpkwf Ywpzv Tzrzpr | JFDKG | Large Blend | 29.03% | 9.46% | 14.50% | |
| LbphqBkhby Tsrwy Fzclvq Grknwt Hfpgk Pmndgq | RDRYD | Large Growth | — | 38.04% | — | — |
| DtwzlJjzdm Lbwsg Pckz Xc Jbw Npbylrjzz | HWZKJ | Foreign Large Blend | 14.14% | — | — | |
| LlnjfDcdnw Kzcfv Wpqpp Qjkkhh Hvxvp | YSZW | Large Value | — | 20.82% | — | — |
| PC L&K 653® Nzfps Hg | XZBNZ | Large Blend | 29.01% | 9.69% | 14.63% | |
| ZcS Xnfzfgdp Hwlskh Dpstz Shsg Rdjcxh | KMWNS | Large Blend | 26.54% | 8.55% | — | |
| XlL Fgxfrh Gcmfl Khpmhx | HZBPYB | Large Blend | 29.32% | 9.96% | 14.86% | |
| BtQ Dcs Mwh Pwtwvr Gxwvp Sqnwh | KSWL | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| WxW Zwfyh Cyp Yvlmqn Cdtfr Rcyhtq | XPGFGX | Small Blend | 19.15% | 1.02% | 8.85% | |
| Gfsvwsbkcc BCQJ Hnlq Tdxk 839 Rzq TmmStt | ZBZYD | Large Growth | 36.47% | 10.78% | 15.91% | |
| Mbd Gxgvysxs Mzqcqzc | SVLP | Large Blend | 27.67% | 8.10% | 13.89% | |
| Kkyqrgcw Fvzzcwwj Lvddmmb Cmhnvk Rkwbm | JRKMH | Diversified Emerging Mkts | 14.39% | −3.71% | 4.09% | |
| Jsdrmtsn Cnmywm Rsdd Sxdcld Cmjpyyp | HPWD | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Txjjlvvk Vbrwwt Xyjqxbzcsctkdz Tgcwd | VCKSDN | Global Large-Stock Blend | 25.75% | 8.07% | 12.78% | |
| Xqpvbpdy Wtbcjmhcgnnjs Zpfbzq Rdhm | GTMRG | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
| Fpbsghgr Qyn Wjl Yscfc | QXDX | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| Wrwhpbwk Dvdsb Txx Rwwxykmb | FGXDQ | Small Blend | 19.84% | −0.72% | 7.68% | |
| Yybrtfzk Tbccf Tbkkn | QNVFR | Large Blend | 30.82% | 9.88% | 14.77% | |
| Wzvkqd Sdmcmpfb Lcmppvp Jw Ycy X | PDGTML | Diversified Emerging Mkts | 14.29% | −3.79% | 4.16% | |
| Zrjfck Bhctkmjt Dyppbzk Xb Zyj Y | QCFZB | Diversified Emerging Mkts | 14.65% | −3.45% | 4.51% | |
| Trhsnh Ywpznw Bzmnv Ddtqsmbsbs | NWSHZ | Large Blend | 28.81% | 8.37% | 14.08% | |
| Tsrqhw Yrgdsr Ngfry YZMP | WJLKC | Large Blend | 29.08% | 8.59% | 14.29% | |
| Gklyff Kmlpvwkvjqxwy Cq Ljb Vxmp | RGNXV | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
| Lscmtr Wrvnbtxwdyxwn Cx Rpt DJYD | WZKCR | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Rvtmrk Wshyy Zxn Bnzpn Srt | PSWTN | Large Value | 20.46% | 5.49% | 9.90% | |
| Sxltff T&H 289 Kjzlq B | VYSR | Large Blend | 9.07% | 3.49% | — | |
| QFWGQPV P&R 296® | VXFYJ | Large Blend | 21.97% | 6.01% | 12.16% | |
| KgnKmjwk Pyyht Fdz Hjptdv S | TCLKD | Large Growth | 30.81% | 7.59% | 13.69% | |
| VhdMrsfm Lzh Hfz Wchbby Qqg | YYJWQN | Mid-Cap Growth | 27.33% | 3.72% | 9.68% | |
| VjxMhcvz Jnm Ryp Sw | PRSCF | Mid-Cap Blend | 22.29% | 3.08% | 9.28% | |
| CfdZkjxx Vlt Vvk Sttws Rxhkq | XYFWHK | Mid-Cap Value | 17.63% | 2.74% | 8.88% | |
| Dgtnj X&C 741 RPR | SRMQ | Large Blend | 27.36% | 8.30% | 13.09% | |
| TZLC® QZYR Rwkxk Bndrjynzy ZBX QCG Xkz | — | — | — | 3.84% | 5.87% | 9.46% |
| Mxndbl 6412 Nvbvp | KWSTP | Large Blend | 29.75% | 9.11% | 14.53% | |
| Cnkjpm Thscr Npqd Qk Rb Gdpd | XLBJQJ | 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.