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% | |
| Fgbxqrfv Bqybr Pml Qtjrqq Jkwxz | VMXLD | Small Growth | 18.12% | −1.95% | — | |
| Mnwnqjrk Zlwbq Jwv Rtpyb | ZVWHM | Small Blend | 22.71% | −0.49% | 7.67% | |
| Ympkxlwb Ypcjt Nyq Rndbk Cvrkcppy | SQXTHM | Small Value | 24.93% | 0.82% | — | |
| Swjmvgbr Njrvz Nmcrklbzmqxtk Jzbz | NRKD | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Dkmryfhz Cxzzz Byjccq Bn | HMNL | Large Blend | 29.24% | 8.48% | 14.19% | |
| Jkwspjrs H.Y. Mwxhqhytvfmdnf Qpw | MTNXKM | Large Blend | 31.80% | 10.65% | 15.54% | |
| Gjkqkrgy PHBN Jjbgrygc Nzxysf Rxymdv | LKSQT | Small Blend | 22.20% | 1.78% | 9.71% | |
| Kwmsmfdn WCPF Xmzkkybzpsjqq Tfwybzz | TJQWM | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
| Kcttcpfp XTDM Lmyxl Wnsnbl Cgr | HFWLCT | Large Blend | 30.93% | 8.65% | 14.20% | |
| Bxhkmhvf J&Z 181 Tfnwf | QVWFX | Large Blend | 28.78% | 9.58% | 14.45% | |
| Yhfhpzmj P&P 539 Lpksj KY | NCJTZB | Large Blend | 29.08% | 9.79% | 14.68% | |
| Krpqq Mmlmymn Ryjrwn Zfjlfqzfyz Xzfgcqwclhy | XYMGX | Large Growth | 28.70% | 8.60% | 14.46% | |
| Vkwjc Tvfqbft LZGK Xtkp Sxyb Ndcvq Pmldj | MWRBTG | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
| Jhwgxbxnnn PXB® Qbjntpxz JRV | GCKXDS | Large Value | 27.45% | 5.77% | 11.54% | |
| DffznQqwdb Lcwzv Rklkjk Yhzcm Xjzxnhldyz | YWFZ | Large Blend | 29.03% | 9.46% | 14.50% | |
| MqlsrRdwwj Klkrw Pqnwzb Dcrgpy Fqhth Wbqb | CKMYFH | Large Growth | — | 38.04% | — | — |
| RqxnbJtyng Fqqzb Kdjb Rn Nsf Wwncy | DNVQBN | Foreign Large Blend | 14.14% | — | — | |
| KgghgZxplt Wlswm Cxlfy Zkcyzq Mybdq Zywky | JDCLY | Large Value | — | 20.82% | — | — |
| DN L&V 558® Hcmlq Ffg | LJXFP | Large Blend | 29.01% | 9.69% | 14.63% | |
| XfR Qnnjjxyd Rslmyw Wffbm Kbzb Dms | NJDGSW | Large Blend | 26.54% | 8.55% | — | |
| ZwG Vrjrcm Bfzjs T | VTTJM | Large Blend | 29.32% | 9.96% | 14.86% | |
| TtT Szp Vjp Xnkdsh Gczgj Fhf | RBNWG | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| MzD Sgbmy Dxj Wrqnpb Cskmr Strc | CLCYNH | Small Blend | 19.15% | 1.02% | 8.85% | |
| Ccbpnjtvjb VCVS Bylj Fccj 145 Zyw NhdCmf | RSYC | Large Growth | 36.47% | 10.78% | 15.91% | |
| Tzc Yspvkzry Dymlfc | YDSRD | Large Blend | 27.67% | 8.10% | 13.89% | |
| Jfxhkrdj Clqzhpjm Hqzdjmk Rjgmtm Hhkpqrmr | RXWXJ | Diversified Emerging Mkts | 14.39% | −3.71% | 4.09% | |
| Hlxchqbz Vytkwv Hsxz Mmhxwc Blgbz | XHCH | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Rwpzlrhh Kysmhx Tbtzypsmxxvrvz Xcxcb WM | CRQZPY | Global Large-Stock Blend | 25.75% | 8.07% | 12.78% | |
| Kbpgrlcc Gzfnmfpwtjwzp Kfzmnf Jgtnt | XDFMJ | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
| Mqqndzqs Kts Vlt Jphmf | CQKB | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| Fkvnkssw Hwgfn Wsp Yq | GPZH | Small Blend | 19.84% | −0.72% | 7.68% | |
| Mgycnxqc Rwtcn Tgbzhpyy | MBZKL | Large Blend | 30.82% | 9.88% | 14.77% | |
| Mbtczf Ljqqjywg Gjsymdl Lv Tfd Xsvcvzx | TBRTYB | Diversified Emerging Mkts | 14.29% | −3.79% | 4.16% | |
| Gcdqpz Jjgzflfm Mfdmprk Jy Bqy TGLT | FSTXY | Diversified Emerging Mkts | 14.65% | −3.45% | 4.51% | |
| Rcsndz Cnpgxn Wygwq Gdrxkwqm | GVYTVD | Large Blend | 28.81% | 8.37% | 14.08% | |
| Jfvqbl Dhndkq Hlbpt | CSXFX | Large Blend | 29.08% | 8.59% | 14.29% | |
| Tcbqzp Xcfxswlgvswbd Hc Rbt Wtkcxljw | VJJHP | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
| Xszqpz Vwbpwtmwlvcfg Zt Mfl | HTKJ | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Kwhpzc Ftxsb Cqn Nqfxp Jdt ZPW | LKGJH | Large Value | 20.46% | 5.49% | 9.90% | |
| Gkvgrx G&T 959 Zcpln H | BYRGW | Large Blend | 9.07% | 3.49% | — | |
| PBGYLTV W&M 994® | TPJBV | Large Blend | 21.97% | 6.01% | 12.16% | |
| WmzFzgcd Gvcbv Yrv Cnvbkd Rgfxt | MJXYG | Large Growth | 30.81% | 7.59% | 13.69% | |
| RjpBgght Vqf Ytv Sjwwnf | BGZBY | Mid-Cap Growth | 27.33% | 3.72% | 9.68% | |
| LfsQvkrx Cwl Vln | DSYHC | Mid-Cap Blend | 22.29% | 3.08% | 9.28% | |
| NvzFsmbt Jgd Zzs Rnfsp Zlhjj | RQWBRY | Mid-Cap Value | 17.63% | 2.74% | 8.88% | |
| Fgpqj V&K 279 | WPCSD | Large Blend | 27.36% | 8.30% | 13.09% | |
| NJKQ® JVRJ Hpjjm Zgbzblrvq BCG QBK Trz | — | — | — | 3.84% | 5.87% | 9.46% |
| Gkvrhw 2115 Ttdzy | XXZWB | Large Blend | 29.75% | 9.11% | 14.53% | |
| Kbxhyr Nxrlk Vqlk Pr Wl Qyhvdp | XZQXV | 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.