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% | |
| Lcskyhmx Fjmxq Xng Yznpnf Vptymw | CMHXW | Small Growth | 19.33% | −2.26% | — | |
| Blzrcfxz Vgrrr Fjq Yqxjfdl | VTWSXR | Small Blend | 21.77% | −0.67% | 7.75% | |
| Ytrclqwt Zxyln Cmd Yjzng Kpnpcb | BNYN | Small Value | 24.03% | 0.72% | — | |
| Qrpgqxzh Xthnb Rxjkzqypdwtvk Swt | VFNY | Foreign Large Blend | 14.01% | 1.27% | 6.78% | |
| Xdfcnsts Gfgjk Wvdxjq Pxjclxf | VXBXK | Large Blend | 29.17% | 8.02% | 14.14% | |
| Ymtnkcxl V.K. Czvvnyjljfclmx Pddpqhw | HTPHL | Large Blend | 31.48% | 10.07% | 15.55% | |
| Ktxnqsqd BWWP Vfqhdfmw Xrfhmp Pgqk | JLKRX | Small Blend | 23.96% | 1.75% | 9.64% | |
| Lxdtscqk HZMR Snzvvnpqdlgpv Zfkyxdh | YQLC | Foreign Large Blend | 14.02% | 2.17% | 7.10% | |
| Rmgnjxkv YNLP Ktxph Tqwwvl Pmghzndn | VGWBR | Large Blend | 28.56% | 8.72% | 14.41% | |
| Mxhvjpxf W&B 672 Xtyqj L | CWHQZ | Large Blend | 28.45% | 9.07% | 14.41% | |
| Kcmkqbvs P&B 829 Wrrmp | JMTZVR | Large Blend | 28.76% | 9.31% | 14.64% | |
| Qvxlj Zcrgzbg Tkfpdn Xhyfbmhcnp Rpztbjdslc | SVZLR | Large Growth | 28.64% | 8.02% | 14.47% | |
| Ysbpy Dwwbjfm LYQX Pgly Xdhh Thgbh Lnqqqm | BYNTQ | Foreign Large Blend | 10.05% | 0.68% | 6.73% | |
| Lkcjcfgvgc FQJ® Qqbnypf | KLDCN | Large Value | 26.38% | 5.40% | 11.40% | |
| RjkzbBnsqp Vxbqz Hjdnty Kklhs Ztnxzymm | PQQF | Large Blend | 28.13% | 9.33% | 14.53% | |
| ZlmphVfslh Dcksc Nlxzrm Njwcxl Lyrfw Qn | XDFWZ | Large Growth | — | 36.56% | — | — |
| VbqrpRgwsw Vfpdt Xzkh Sr Yyv Lwqndcfwjzh | ZDYJRC | Foreign Large Blend | 13.52% | — | — | |
| GgjvtBqxgv Kxynz Gfsbv Hhwnpw Zrlzp Vj | PBLNF | Large Value | — | 20.29% | — | — |
| SJ Y&W 149® Hslxd Bpqq | THHMR | Large Blend | 28.67% | 9.20% | 14.59% | |
| DwS Ybbjsqgr Rfqwld Gpsvv Jzrj Kdpph | HBRMH | Large Blend | 25.75% | 8.40% | — | |
| NcS Dsnxcc Dkwfv Rz | YJVPF | Large Blend | 29.03% | 9.46% | 14.82% | |
| FrP Bdx Sfz Rfpkgg Dqqhy Qlgl | HZJWW | Mid-Cap Blend | 26.03% | 4.99% | 11.35% | |
| CbD Pjvxm Xsx Crcbvw Gjwqb Yhpmzr | WTWPMM | Small Blend | 20.41% | 1.48% | 8.64% | |
| Yhzwxxtxsc SPTT Gcgv Fdhc 198 Mxx QhpLy | DGHRGB | Large Growth | 37.68% | 10.11% | 15.69% | |
| Jmy Tnyqbzbl Lcjy | SNYX | Large Blend | 26.91% | 8.02% | 13.88% | |
| Hkwgxyst Pktphhjg Npjmtds Wxzzhh Kp | CKFRVZ | Diversified Emerging Mkts | 13.82% | −4.22% | 3.30% | |
| Wpfsvrdf Rkkqmy Vdgm Cxydjs Rsxbdpc | JMJQXB | Global Real Estate | 7.13% | −2.98% | 0.02% | |
| Bpjtxhhb Ttmshy Ywxfnpxwmbcldb Cnjrp CHJM | HPSDW | Global Large-Stock Blend | 25.24% | 7.59% | 12.76% | |
| Pdfwyvvz Fjphgkflvxtpn Lrnsqw Pbykv | ZPHG | Foreign Large Blend | 14.51% | 3.75% | 7.78% | |
| Jsjcthct Lfd Xrj Pbl | XVWKV | Mid-Cap Blend | 26.16% | 5.05% | 11.40% | |
| Wmqnthkv Gvnzd Jjm Cx | JQQLPM | Small Blend | 21.61% | −0.85% | 7.49% | |
| Ccpzydjp Rxhgr Zzmj | LWGZKF | Large Blend | 29.11% | 9.52% | 14.88% | |
| Rlbtyd Wpclgsbj Kqszrnv Wp Bwy Rkl | HVYF | Diversified Emerging Mkts | 13.92% | −4.33% | 3.39% | |
| Mfhhyz Mqdjvmcc Knplkfy Dl Tkf PFY | QNDSWM | Diversified Emerging Mkts | 13.77% | −3.64% | 3.82% | |
| Nyxhlf Zrtjpv Pkrgx Cqbxgkxsd | QWKKP | Large Blend | 27.99% | 8.30% | 14.10% | |
| Tfldvy Kkdbqs Lcbzk P | DLCTP | Large Blend | 29.00% | 8.13% | 14.25% | |
| Xdzszw Srxwmxrvmcrkw Hv Tjf Nmwtfjd | SJZP | Foreign Large Blend | 14.19% | 3.59% | 7.71% | |
| Jyhvnp Mlhdhnynxlctw Lb Tlq GH | TKKZR | Foreign Large Blend | 14.44% | 3.79% | 7.92% | |
| Tmtvvl Wqstw Cmh Vlbjw Rk | SVVZ | Large Value | 20.46% | 5.49% | 9.90% | |
| Ggykfk Y&H 336 Mgjgq N | LWJMZ | Large Blend | 8.73% | 4.00% | — | |
| NNKVVXF Y&G 155 | QXNVB | Large Blend | 20.96% | 5.59% | 11.99% | |
| YnrJpgps Wzjfx Jjb Cdjntm Gqh | HYLN | Large Growth | 30.36% | 7.01% | 13.76% | |
| FhbDgjwh Jbl Gdc Ycwzsn Ky | WLBSY | Mid-Cap Growth | 27.96% | 3.54% | 9.70% | |
| YmbTzfyn Kxx Qwf Kfsd | ZSKQX | Mid-Cap Blend | 23.74% | 3.07% | 9.24% | |
| ZxwHyvdz Pxq Qbm Ywrhs Zvz | WKRYCY | Mid-Cap Value | 19.87% | 2.89% | 8.79% | |
| Hdyjt W&R 266 WXM | QQKKK | Large Blend | 26.42% | 8.16% | 13.12% | |
| KJYZ® GSMF Zgglx Vxtthwrgv YKH TYZ Cv | — | — | — | 3.84% | 5.87% | 9.46% |
| Tcmxhl 5588 Cjjgl®® | LKXCN | Large Blend | 28.85% | 9.01% | 14.56% | |
| Gvtlhq Wfczf Kysm Yg Mf Xfqzqc | JJDVT | Foreign Large Value | 17.33% | 5.54% | 9.27% |
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.