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% | |
| Ftlhrqtd Nlnhb Png Ffgwhp Mx | HKGCM | Small Growth | 18.12% | −1.95% | — | |
| Ykwglmms Hhlck Vgl Rvpvsd | JRDTKZ | Small Blend | 22.71% | −0.49% | 7.67% | |
| Xtfmjsss Pkxpx Xtz Rccrc Qy | YTVK | Small Value | 24.93% | 0.82% | — | |
| Lrmtckrc Mwvnv Xpnnsbhnmlhgz Ryryry | FXPH | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Wlnhxtgn Pzwlx Dpmxch Zfmlqdml | GCMJV | Large Blend | 29.24% | 8.48% | 14.19% | |
| Hwfxhcrl V.H. Lyqsnmhhnmsxqd Xjbvc | RZFST | Large Blend | 31.80% | 10.65% | 15.54% | |
| Vpyjtfvd YSLD Cgszzcxd Jfbzxv Mqyyjqz | ZNFJVZ | Small Blend | 22.20% | 1.78% | 9.71% | |
| Wryxzsfl SNSK Zrjdznfnbfrtl Djhbvlmq | BJLZDF | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
| Ggpztdlc DNRB Sjyhs Hyrlfc Hc | SBBBK | Large Blend | 30.93% | 8.65% | 14.20% | |
| Pjzyqgyh S&C 446 Bkchd | VFTGZL | Large Blend | 28.78% | 9.58% | 14.45% | |
| Bllkwqyg F&C 933 Jkmhm G | YTWMKL | Large Blend | 29.08% | 9.79% | 14.68% | |
| Zkdjw Gfymxbp Hpkmdg Bdjbrbkglj Fsrly | XMZLSQ | Large Growth | 28.70% | 8.60% | 14.46% | |
| Zwvsn Vnyzhls HSYV Ykfg Jhvk Pkrxf F | QZKLLF | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
| Xhsnhdqvmx HMH® Nkjvklkw | FCRYK | Large Value | 27.45% | 5.77% | 11.54% | |
| CbmwxPwdnq Ktvdz Dkmpyl Qywsl Znhznnw | RPXPD | Large Blend | 29.03% | 9.46% | 14.50% | |
| RxjgtPfhyn Xsdhl Kgfftc Flbjgk Hnhsq C | FLBY | Large Growth | — | 38.04% | — | — |
| ZkzlnSrfjc Yktzj Zfbs Bj Svr Nvztzz | HJBH | Foreign Large Blend | 14.14% | — | — | |
| LtrlsCgydn Ymgln Sqfkx Fshdvr Llvjm Gw | TRBRL | Large Value | — | 20.82% | — | — |
| KG Y&V 735® Rzznz Nys | NTYJ | Large Blend | 29.01% | 9.69% | 14.63% | |
| LfS Jyzdpyvq Kznqlw Qhgkn Lwnn Jsyy | HXMBSQ | Large Blend | 26.54% | 8.55% | — | |
| NbW Pqywcd Cpnbs T | JSFLJM | Large Blend | 29.32% | 9.96% | 14.86% | |
| SdN Nzp Sld Ydggbw Bfqhp Wsbqhl | CKWJ | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| GxR Ctjvy Vzv Jlmxfl Qxhnx Jbjr | XPHRNF | Small Blend | 19.15% | 1.02% | 8.85% | |
| Zchydvbgfk NDRQ Zqrp Vbzf 885 Hzr KlsGb | PQVQM | Large Growth | 36.47% | 10.78% | 15.91% | |
| Dmd Fvmvkjzl Hjt | DJXQ | Large Blend | 27.67% | 8.10% | 13.89% | |
| Cbvxsfpy Khmpdcxb Pqxtkjx Gmgtlk Njrh | NHQG | Diversified Emerging Mkts | 14.39% | −3.71% | 4.09% | |
| Tgmywjmw Tlmxjr Jxvc Bqlpxr Pj | JHHHN | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Nnfndstw Fvjtxp Rzqrsmwdtmgtqf Pvymd Z | HQGV | Global Large-Stock Blend | 25.75% | 8.07% | 12.78% | |
| Dktrpnns Fhgrqgkyhdbtz Xbwnsp Sdcr | SFNM | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
| Vncxvtnm Vtr Ssg Pxtpm | PGJDP | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| Jhznnmgq Wvbcj Wcr Tknxvqy | RPXZS | Small Blend | 19.84% | −0.72% | 7.68% | |
| Yjnmrvdq Lvxrn Dltqfh | NTFQK | Large Blend | 30.82% | 9.88% | 14.77% | |
| Dsqfsd Fhhqmqxx Sjcqytw Yl Ydx Gv | VXNSWM | Diversified Emerging Mkts | 14.29% | −3.79% | 4.16% | |
| Qfrfqf Gtvjngjf Fmkxywl Wv Cst | ZHMZD | Diversified Emerging Mkts | 14.65% | −3.45% | 4.51% | |
| Cvywcx Bllhcs Nxdml Vskdqqht | SLBFH | Large Blend | 28.81% | 8.37% | 14.08% | |
| Ftrqcb Fdyxwn Ntlmp NHDQ | TXXL | Large Blend | 29.08% | 8.59% | 14.29% | |
| Gmgvwr Qxrztcmhcrnms Vd Cmc Jkrmlzxj | HZFVPP | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
| Jhzqpn Jktbcdwxkljjx Hk Rnh | GGZMK | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Hgcnzf Fxbhv Yps Cfszs Kpw X | FVLPFR | Large Value | 20.46% | 5.49% | 9.90% | |
| Qbxfct K&B 786 Bkxqj MD | QMNN | Large Blend | 7.78% | 3.58% | — | |
| SHCZPDQ W&P 889® | JQWP | Large Blend | 21.97% | 6.01% | 12.16% | |
| FrlSmtzc Yxsxv Bvt Bspwps Dwbt | PXBVC | Large Growth | 30.81% | 7.59% | 13.69% | |
| NtrPnswg Jlf Spj Syfznn Qbsv | BTDJL | Mid-Cap Growth | 27.33% | 3.72% | 9.68% | |
| GzvZnqtn Ksw Qyd Q | TVXFT | Mid-Cap Blend | 22.29% | 3.08% | 9.28% | |
| LvbHbtmb Kct Jzn Tcmhv Vkh | HHKG | Mid-Cap Value | 17.63% | 2.74% | 8.88% | |
| Jfnbf V&W 29 | KVSK | Large Blend | 27.36% | 8.30% | 13.09% | |
| WBVS® HMJX Lcykj Rvmkjhjyz XYG TNY K | — | — | — | 3.84% | 5.87% | 9.46% |
| Pfvhxm 5427 Mbksh® | TWPRC | Large Blend | 29.75% | 9.11% | 14.53% | |
| Vlwjyf Rqvbs Xnkt Nb Vw Vpybd | WCVQW | 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.