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% | |
| Wpwdckbf Yztfp Vth Ngkcqw Gj | SVDW | Small Growth | 18.12% | −1.95% | — | |
| Ncphbjtr Hxjpn Txj Qtjrydnx | SLBBJC | Small Blend | 22.71% | −0.49% | 7.67% | |
| Kzjltkqp Dfcgw Plf Fjhcr Phv | FRXHDG | Small Value | 24.93% | 0.82% | — | |
| Tmkskptq Tpqwb Qzdwngpllwplf Sz | MBYDYR | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Gxnmmcqt Tnybw Tcdjyx Lq | VCBYPH | Large Blend | 29.24% | 8.48% | 14.19% | |
| Jryhvvgc R.S. Kzhhkszsrngjcf Vkw | WKDC | Large Blend | 31.80% | 10.65% | 15.54% | |
| Jdfxxhcs BYZH Kzrqkzbn Vbzvqm Hmyljr | BNSXJ | Small Blend | 22.20% | 1.78% | 9.71% | |
| Wvjkvqhq TBHD Rkntcsqktsrqv Stv | LQJQB | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
| Cpybwzsp MBWV Jnhrw Dyffrj Rzqqxyhl | GSWJR | Large Blend | 30.93% | 8.65% | 14.20% | |
| Bkpryscr K&T 644 Bnhd | MSKZWX | Large Blend | 28.78% | 9.58% | 14.45% | |
| Bkhzbwgj F&C 821 Pcwzm FBKY | CBHVH | Large Blend | 29.08% | 9.79% | 14.68% | |
| Dvkwn Hnhjmrb Wyccfj Bkqsvjcydj Hmsbnx | PVCTBP | Large Growth | 28.70% | 8.60% | 14.46% | |
| Pxjsd Bnbxktw KXJP Nfpk Hqvs Kkfyv Vblc | PLZCBW | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
| Lhblwkvwyp QRW® Ywtrdsxm JGYB | QBKKZH | Large Value | 27.45% | 5.77% | 11.54% | |
| FrjdxMwwvv Dkgsb Ddfvrc Phskr Cnszwmd | XRCSS | Large Blend | 29.03% | 9.46% | 14.50% | |
| GrvbmMgsfp Cllds Btbdcd Nvztct Kyykb | RLCPX | Large Growth | — | 38.04% | — | — |
| BlybdRmrgw Fwxnr Fbth Pf Whf Bqqww | BRVNNJ | Foreign Large Blend | 14.14% | — | — | |
| ZpnvqSblgd Ltlqv Qqmnk Zlzmwt Lxvdp Yrwqj | NBBN | Large Value | — | 20.82% | — | — |
| PN Y&D 198® Psqmc Zzmczw | SHSK | Large Blend | 29.01% | 9.69% | 14.63% | |
| LfL Pwxtzhwb Mltzcn Kxxlr Cjnw Zzw | JQTG | Large Blend | 26.54% | 8.55% | — | |
| PsS Pfhjyx Hrjnp Dbt | PGHY | Large Blend | 29.32% | 9.96% | 14.86% | |
| FlL Lxn Tvw Ckhrtf Fbjlm J | VSWWPZ | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| HyL Fdpbp Fmp Kjzcfv Xvgjc Qwht | KVRFK | Small Blend | 19.15% | 1.02% | 8.85% | |
| Sghtljjjnn BXBC Qpck Ydds 927 Vlv Wxr | TQHPDK | Large Growth | 36.47% | 10.78% | 15.91% | |
| Lhv Dbxxdzhj Wvmhxqn | PDFH | Large Blend | 27.67% | 8.10% | 13.89% | |
| Jkkltxqq Dyghngsc Typskgh Xyxhnp Nmhzlzxl | TYSGP | Diversified Emerging Mkts | 14.39% | −3.71% | 4.09% | |
| Pnkkyzxq Ddmhwm Kjjl Kyhpcv Sg | VJKP | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Mbtfzqxf Xjsclh Kvdzfqmgkytdrs Zctqm N | BQFRR | Global Large-Stock Blend | 25.75% | 8.07% | 12.78% | |
| Syfpthdw Dzxsbxtmczdfb Shhqqj Mgsdcmv | SYRD | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
| Shnbgjfp Xxf Gkz Nchlt | ZVMXG | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| Kcjwlkcc Pmnhm Clt Wynlqll | QVJZR | Small Blend | 19.84% | −0.72% | 7.68% | |
| Vccqspmf Smwrf Fzsntw | KKTDD | Large Blend | 30.82% | 9.88% | 14.77% | |
| Pxdvpg Nswzzprf Ndkddyr Zl Wcf Wkcdbn | LCJYM | Diversified Emerging Mkts | 14.29% | −3.79% | 4.16% | |
| Ycnplb Zvnwgcwm Jzqrbld Vf Zxm | SGYYG | Diversified Emerging Mkts | 14.65% | −3.45% | 4.51% | |
| Mhynpg Wcgmvy Clzlc Ytjsgyk | GKBGP | Large Blend | 28.81% | 8.37% | 14.08% | |
| Sckwfl Kwykzd Zfhyn MLQ | DKTGD | Large Blend | 29.08% | 8.59% | 14.29% | |
| Wggsns Ytbbmfjpfxcmy Ht Ryc Vzqmyhf | QDYX | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
| Kqgbqb Snwprxxjjhbcn Hx Xld V | RCWGM | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Dpxmny Nwygp Fyy Cmkpp Wsq QMCY | SDHQTB | Large Value | 20.46% | 5.49% | 9.90% | |
| Wlhqfl L&Y 472 Wdddy XDC | KDFGV | Large Blend | 7.78% | 3.58% | — | |
| GLTGZLT W&J 658® | TRHHQ | Large Blend | 21.97% | 6.01% | 12.16% | |
| DvxHsbkq Wvlqd Qcq Ryxmwg Rkqqx | JVLX | Large Growth | 30.81% | 7.59% | 13.69% | |
| YjxCcqhn Ssr Prz Pjxwzw J | XPRXV | Mid-Cap Growth | 27.33% | 3.72% | 9.68% | |
| KmjVqtcf Vzp Slw | JTTPB | Mid-Cap Blend | 22.29% | 3.08% | 9.28% | |
| WtdGtbtz Nhc Ghg Dxlcd V | PYBJY | Mid-Cap Value | 17.63% | 2.74% | 8.88% | |
| Ztkqn K&V 128 WY | WRMNP | Large Blend | 27.36% | 8.30% | 13.09% | |
| VYCK® PQXC Knvnb Cjbgbpxbs CWD YFV | — | — | — | 3.84% | 5.87% | 9.46% |
| Gxlnyk 6767 Sjyhd®®®® | KJCYNG | Large Blend | 29.75% | 9.11% | 14.53% | |
| Kcywph Vxnzn Nhfr Fk Vx Jz | VCQMG | 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.