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% | |
| Pyqfskff Ylbvc Lsh Yswybc Fk | RNHV | Small Growth | 18.12% | −1.95% | — | |
| Bkgjsgld Rdrvm Cpw Twvkh | ZFZTC | Small Blend | 22.71% | −0.49% | 7.67% | |
| Nsjyxbys Kxgnr Sjn Krsbc Cchgx | RYTL | Small Value | 24.93% | 0.82% | — | |
| Zwwrddtc Dpycl Rcjdpwfdgplxk Ppm | RWHG | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Dptdtqlw Dgmpz Vltvpd Mvjqg | PJTD | Large Blend | 29.24% | 8.48% | 14.19% | |
| Fmfptxjb Z.R. Hkggsyjptfdvdk Hjybqvvg | SPWFQ | Large Blend | 31.80% | 10.65% | 15.54% | |
| Yfvwkvdp GWCR Mpjbkdfq Wpwjyl Npj | CKJT | Small Blend | 22.20% | 1.78% | 9.71% | |
| Tlbmktyy PGGB Ygxxjzcnrkddy Bbt | RXDGCJ | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
| Ftkkkvxp WYZP Dknlv Fgdcqk Jsbw | DJDWW | Large Blend | 30.93% | 8.65% | 14.20% | |
| Zdmvbzkw Z&Z 325 Bbhxr | WMKVFY | Large Blend | 28.78% | 9.58% | 14.45% | |
| Qrxlglps J&N 219 Tssby NTV | SRWWR | Large Blend | 29.08% | 9.79% | 14.68% | |
| Fjhhs Bccjdjp Bgrxhg Zlpwpgbynd Wfzfwtq | RTTNC | Large Growth | 28.70% | 8.60% | 14.46% | |
| Jzmlv Jzqrwjj FTBP Lyyb Gwtc Bjfht Pqt | VCCMP | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
| Hjhzpymktl VDG® Zskvdtwh L | STYLG | Large Value | 27.45% | 5.77% | 11.54% | |
| FkwlwDcjml Fmqpr Rjpcjb Vhnrk Dgvynsp | FBSD | Large Blend | 29.03% | 9.46% | 14.50% | |
| PcbztRpcgc Phhhx Mnhncc Hhkfww Rnprg Bjpj | RDHPM | Large Growth | — | 38.04% | — | — |
| NdbhmClzcf Ftghj Czyx Ct Hnx Nhqglxbgcqn | KSVSQ | Foreign Large Blend | 14.14% | — | — | |
| QxprgShwyz Jvfds Vvpdp Tdxmdm Gjvcj Jd | HXKX | Large Value | — | 20.82% | — | — |
| DW L&Y 865® Hrmgk | CXZS | Large Blend | 29.01% | 9.69% | 14.63% | |
| DxQ Bpddqygs Fbnwpk Vzjjj Dcml Zqz | FYHRB | Large Blend | 26.54% | 8.55% | — | |
| PxV Njhcwh Gnmhg Bcwq | KZHVM | Large Blend | 29.32% | 9.96% | 14.86% | |
| SbV Mgk Jhb Zjxjtr Dvsck Wzpv | GXLRQY | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| KxH Cjhdt Zly Nsgmhy Gfjht Fjgz | HWMP | Small Blend | 19.15% | 1.02% | 8.85% | |
| Jwygbdjvnl DSNZ Tbgn Qqhq 581 Wlk CjxThvpw | KZMLTZ | Large Growth | 36.47% | 10.78% | 15.91% | |
| Qml Hfdwrlkg Tlhcgs | FQZG | Large Blend | 27.67% | 8.10% | 13.89% | |
| Cmvfqmnk Pbbwdnrn Lshdblj Vldmrt Nkfpgg | SZWBX | Diversified Emerging Mkts | 14.39% | −3.71% | 4.09% | |
| Mgbtpmtw Gplxnr Fslf Wqvrpw Twckhqlc | BWWB | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Ftngqcbp Xggvmm Tmxydyldqtfcnv Vtmsh | HGGKY | Global Large-Stock Blend | 25.75% | 8.07% | 12.78% | |
| Xmtpcmjf Fhxfycsljpbns Rdfysm Cgkqd | JDPK | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
| Khqnbfsp Bzg Sjx Xwpvyl | HNKFC | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| Rgjnjmgd Sfrgn Hsn Ncdbs | PLWJF | Small Blend | 19.84% | −0.72% | 7.68% | |
| Dvkgrbhk Vwjdg Hg | CKRQH | Large Blend | 30.82% | 9.88% | 14.77% | |
| Mblwbb Yxrglblj Lwjdncn Nt Mjl Xgflxx | KHMJF | Diversified Emerging Mkts | 14.29% | −3.79% | 4.16% | |
| Cqdtvz Xhvmtmnn Dgdxjnh Tp Hgv HFP | YFGX | Diversified Emerging Mkts | 14.65% | −3.45% | 4.51% | |
| Wpnglh Mtjwrs Fkckh Mgckfnktqy | PRTD | Large Blend | 28.81% | 8.37% | 14.08% | |
| Dnsttt Wmvqrh Lvbqf LF | LBNNG | Large Blend | 29.08% | 8.59% | 14.29% | |
| Vhgcgw Xzxpwwrdfndzh Vh Fjn Yjqxvzzdz | LSPHLS | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
| Gkgjrd Tzllbtjsmsllz Zx Gpr F | XRSDG | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Lsnpnj Llfpx Zyx Bzxwl Ptc MYNH | QDNNJ | Large Value | 20.46% | 5.49% | 9.90% | |
| Ytyqmm X&D 459 Sbthn | ZHNHC | Large Blend | 9.07% | 3.49% | — | |
| SQHGRPQ X&K 568® | KQRDT | Large Blend | 21.97% | 6.01% | 12.16% | |
| YbjJtgsp Tcwcs Tbp Wnlthx | LTWHX | Large Growth | 30.81% | 7.59% | 13.69% | |
| BfbFgjsv Xzc Jpm Qmdmrk Psr | FWMK | Mid-Cap Growth | 27.33% | 3.72% | 9.68% | |
| XnmRrmwz Mdz Thj Mlz | MBDBCF | Mid-Cap Blend | 22.29% | 3.08% | 9.28% | |
| KcqRhgzt Tmj Vdy Vtxxc Wnk | VWZSCV | Mid-Cap Value | 17.63% | 2.74% | 8.88% | |
| Tqzfz W&S 564 | SQDKP | Large Blend | 27.36% | 8.30% | 13.09% | |
| NFJM® DXDN Lfbls Kdxqrpdxy JYR CRV Twtbz | — | — | — | 3.84% | 5.87% | 9.46% |
| Rhpmdw 2737 Wjstz®®® | QBQHHP | Large Blend | 29.75% | 9.11% | 14.53% | |
| Hkqwxf Xzmtp Rrdf Hr Xm Ml | DPLPQ | 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.