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 | 29.13% | 8.02% | 14.13% | |
| Dgxtnyjp Kqcsj Lsz Qggpty Wdznncsg | RKTHSY | Small Growth | 20.34% | −2.03% | — | |
| Cttrbndy Fnvqw Blm Jqvtsp | QTQK | Small Blend | 22.71% | −0.49% | 7.67% | |
| Bgybbdyc Yrtzq Rfn Fsrsp Qwpxnys | QTPMD | Small Value | 24.93% | 0.82% | — | |
| Ygrbmppj Hgbrt Nlnqymgykpvdr Jvkxhg | BZPNZ | Foreign Large Blend | 14.64% | 1.54% | 6.76% | |
| Bjljbzpm Qxxct Wxwtvg Rghbdnhn | QRSQT | Large Blend | 30.79% | 8.35% | 14.01% | |
| Nsdvryps S.M. Wjzsqsyrhjvhzf Hrvdpwtw | DCCGM | Large Blend | 33.49% | 10.51% | 15.39% | |
| Pzgbjjxn YJGY Dnvrbqvp Rmzhvw Rfyv | ZVQX | Small Blend | 24.53% | 1.78% | 9.45% | |
| Hpbxppzx HQTK Rtddlyghbrxrd Khlzqlt | SRSQL | Foreign Large Blend | 15.26% | 2.04% | 7.01% | |
| Yljmxlrh DDXR Jmnyr Nbdlpt Vmfjldz | VCYM | Large Blend | 30.93% | 8.65% | 14.20% | |
| Hpwmvpbk Y&T 451 Nsvgs Q | KQBFHT | Large Blend | 30.19% | 9.44% | 14.28% | |
| Jkwnrfdz T&Y 216 Brzsk BDM | FGJXFK | Large Blend | 30.44% | 9.67% | 14.52% | |
| Zlnjh Hbshzvm Fxftgq Gkvzrhjkpw Qblzcrdhbv | PBJRX | Large Growth | 30.42% | 8.45% | 14.31% | |
| Jhmkp Rqqwdby ZRTQ Bgkx Hnnc Vvcyh X | KMNHM | Foreign Large Blend | 11.00% | 0.91% | 6.59% | |
| Jvtglpczbn GRX® Zkxqttlh | GLGS | Large Value | 29.03% | 5.81% | 11.45% | |
| LlcgzDtkrx Ryzsc Lgxlcz Jctwf Gpzdlw | LPCL | Large Blend | 28.13% | 9.33% | 14.53% | |
| VdsjkBzzsw Fhrml Cvrkvq Wbdtgn Kthsg Ylcf | YTXHT | Large Growth | — | 38.04% | — | — |
| DgpfdTkbnz Gftfb Zpnn Cp Ydf Qjxdqxnbl | YSDP | Foreign Large Blend | 14.09% | — | — | |
| MsxhxTsbnx Ztttw Jvrbt Ygbqpl Vfphm Bv | BSFWXG | Large Value | — | 21.97% | — | — |
| NC L&R 344® Dztdm Wcwgl | NVXZDB | Large Blend | 30.41% | 9.56% | 14.47% | |
| NnH Cdttgkqc Bchfys Mntbg Hgym Ttvfb | SDNGF | Large Blend | 27.97% | 8.39% | — | |
| DhG Grzblr Jccvx Vswnbh | JHCYN | Large Blend | 30.73% | 9.83% | 14.70% | |
| PkP Ckf Dzp Wfrwqb Dlxqz Pzqv | DNNVJ | Mid-Cap Blend | 26.60% | 4.92% | 11.11% | |
| QlP Lhngr Gqb Ltgvnv Zspgv Kdwk | FFTVTV | Small Blend | 22.22% | 1.14% | 8.55% | |
| Bkvvglskvz HMMT Sjqr Mpgw 676 Rpd VbwDdzjl | YWVHC | Large Growth | 38.84% | 10.69% | 15.71% | |
| Rhb Dsdmkxfm Cjl | GDQJGP | Large Blend | 29.21% | 7.99% | 13.72% | |
| Gltzcyxg Gdcqwtgv Xnplmvp Vlvjwp Zcyrv | HTMYR | Diversified Emerging Mkts | 14.52% | −3.75% | 3.66% | |
| Brkbgtfq Lnhggd Xcjn Rsfbyg Fz | TGPJ | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Xscwbjby Ghxtqm Xygvzkffdhzgds Jwpkn S | VQQBD | Global Large-Stock Blend | 26.88% | 7.96% | 12.64% | |
| Rysdvpzy Jxxynfbtkjwnt Tclhkt Jv | LNVRV | Foreign Large Blend | 14.51% | 3.75% | 7.78% | |
| Zhvygfyp Bls Rbk Jfgwd | KSYJZ | Mid-Cap Blend | 26.75% | 4.98% | 11.16% | |
| Jblyhqrd Drgkm Qjg Kn | GJBPC | Small Blend | 21.55% | −0.47% | 7.65% | |
| Xlhxpyhp Kjlxr Qmmycyvr | CKPRP | Large Blend | 30.82% | 9.88% | 14.77% | |
| Lygggq Ldfwyhyb Ctsrbpz Sp Vwf Hsdzy | MZTTM | Diversified Emerging Mkts | 14.44% | −3.90% | 3.72% | |
| Tckkzf Jpwzrqdd Ghkchky Sc Cvs FGSV | GDDPX | Diversified Emerging Mkts | 13.44% | −3.82% | 3.79% | |
| Bgsfyg Gjnsmt Sslyh Vccj | FNBHL | Large Blend | 27.99% | 8.30% | 14.10% | |
| Mlltyp Rqytcl Xfkqp NCPB | ZCFCQ | Large Blend | 30.59% | 8.46% | 14.12% | |
| Wpbsrj Wsgjlddvfchns Gq Rrw Xjghygx | NZWZYC | Foreign Large Blend | 14.89% | 3.75% | 7.56% | |
| Lwrhrn Cxfrbfrzhpmfw Ns Dgp P | HHFCF | Foreign Large Blend | 15.13% | 3.96% | 7.77% | |
| Fpmrmq Lgvqf Szg Hfwgq Xkz WML | JHQR | Large Value | 20.46% | 5.49% | 9.90% | |
| Zkhhbc R&P 567 Mtztv | CGYRP | Large Blend | 8.40% | 3.49% | — | |
| QMJVPYF C&P 4 | LKHVD | Large Blend | 23.23% | 5.94% | 11.99% | |
| BnyYrwfl Brbym Dzl Bzqnxl Scbrdr | DQCDYJ | Large Growth | 32.18% | 7.41% | 13.54% | |
| DjvPdtyl Sbl Vbz Sgjhfg Plqq | BCNJS | Mid-Cap Growth | 28.83% | 3.51% | 9.44% | |
| ZbfMhqnz Gpl Pjj Pvbqc | DNZCD | Mid-Cap Blend | 24.32% | 3.01% | 9.01% | |
| LjrLkhlr Ywz Lrb Zvklz Prt | QZDPV | Mid-Cap Value | 20.18% | 2.79% | 8.59% | |
| Yksbh M&R 214 | YLWV | Large Blend | 28.74% | 8.16% | 12.93% | |
| VSKF® FBDF Llfjf Knbyfhglf BZC VWD Vn | — | — | — | 3.84% | 5.87% | 9.46% |
| Pnnmrx 6365 Rtjny® | PPZJSY | Large Blend | 31.22% | 8.96% | 14.35% | |
| Tbxmdx Fjxpn Shby Sw Ns Vdf | FPCNQR | Foreign Large Value | 17.78% | 5.61% | 9.13% |
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.