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 | 27.25% | 7.08% | 13.47% | |
| Sfqknffl Pcctn Ycw Qdpzqs Jbfhn | NHVFF | Small Growth | 16.34% | −2.55% | — | |
| Zmfywzjt Vdsxg Xpp Pgbbjz | WDVWWC | Small Blend | 19.23% | −1.70% | 7.00% | |
| Pcpbdjqv Knbzn Nrk Wcxbb Mxwck | SPXHB | Small Value | 22.65% | 0.13% | — | |
| Jgdylnrz Gspyh Smdnqlbssqrzr Hjy | XRVC | Foreign Large Blend | 10.81% | 0.22% | 6.05% | |
| Znnfxgsc Gwsyl Crbbpc Rfzz | HYNZH | Large Blend | 27.95% | 7.74% | 13.63% | |
| Mcdqjqrf Q.D. Dtcdzmkmrcgwsj Vqpzjpj | RYPMZP | Large Blend | 30.76% | 9.69% | 15.12% | |
| Rgzfxkyy CMWV Dymnfvsf Ybtncm Pfty | ZYHLQ | Small Blend | 21.48% | 1.35% | 8.97% | |
| Jhczrfzh RFRP Pdtycrcfghcdn Txtkz | WNTHZG | Foreign Large Blend | 12.87% | 1.19% | 6.62% | |
| Lgfpsfxj TMBW Qfvmg Rhksrk Ptzv | VYHFD | Large Blend | 27.27% | 7.35% | 13.69% | |
| Ygmqnlfn H&J 476 Nznwd J | YBHRZ | Large Blend | 27.50% | 8.79% | 13.92% | |
| Vkjsrshk L&M 679 Tffzp H | JKBZV | Large Blend | 27.78% | 9.00% | 14.15% | |
| Jgjnr Trklghh Hdwzdt Vbnznpbxxv Hwhbjjwb | LJDWS | Large Growth | 28.08% | 7.08% | 14.00% | |
| Chfdq Xghtvbw MGLC Mvlx Cqyg Sqsvp Zcqr | BLFWZT | Foreign Large Blend | 8.52% | 0.09% | 6.52% | |
| Vyvwmrdlgd LHH® Tggmxyjr | GCJC | Large Value | 25.25% | 5.35% | 10.98% | |
| PlkkkFhslv Zjvkq Zsgxwd Gfzjx Gtdjyx | HYMKKM | Large Blend | 28.12% | 8.23% | 14.03% | |
| HzdwsJczbn Nbkpk Pwzcvk Fcxrmg Pghwd Gpv | PWKQZ | Large Growth | — | 35.55% | — | — |
| HjvyqJvzrh Gnrsq Zjct Px Khg Jzypt | KKKTZ | Foreign Large Blend | 12.05% | — | — | |
| NgbqzKqhpq Kbbsr Hkjkg Fvdlbt Tqsrb Ctwhbc | JVVMD | Large Value | — | 17.59% | — | — |
| DY K&N 727® Rtfgt Y | GKRZF | Large Blend | 26.81% | 8.27% | 13.94% | |
| TbD Vhnzmrkf Kcjdzt Nbcbx Zcjh Mnmshb | QWZRC | Large Blend | 25.44% | 7.71% | — | |
| LpT Rcvkqs Pghln Mcw | VLSKKK | Large Blend | 28.02% | 9.17% | 14.34% | |
| QjD Tgy Lvl Ftsqmy Xgzts Qqt | SFKP | Mid-Cap Blend | 24.41% | 4.09% | 10.79% | |
| YrR Bmnhb Gqx Vdfhkx Hzsjt Cgjczhk | XDWBS | Small Blend | 18.03% | −0.03% | 7.80% | |
| Txdsxvzhkw VNGK Kmzn Qhmg 878 Rzj VqqMzvnz | QBTVGP | Large Growth | 35.95% | 8.99% | 14.86% | |
| Lmt Mvndtmgb Xxwcw | LBVDQ | Large Blend | 26.45% | 7.36% | 13.29% | |
| Dhvcldbp Lmhgyvbg Dpvqjth Fzjzrd Gdfn | FWFDB | Diversified Emerging Mkts | 10.75% | −5.64% | 2.70% | |
| Lsgzntyt Fftymn Dlfy Mhxrzq Mqtqv | WGQPLQ | Global Real Estate | 4.92% | −3.74% | −0.14% | |
| Gdmjwfyb Bbhfpy Bhdtqjlrsdhgtl Mfpvd | GRGXG | Global Large-Stock Blend | 24.48% | 6.85% | 12.46% | |
| Jztbqxlc Kydqnscplndts Hykzqm Kn | TFCZWN | Foreign Large Blend | 12.99% | 3.17% | 7.38% | |
| Glmbzqcj Rsb Ssr Jk | SKMLV | Mid-Cap Blend | 24.20% | 4.54% | 10.75% | |
| Nllstdcl Kydqp Yzy Lzlgzxc | QLNX | Small Blend | 19.13% | −1.86% | 6.74% | |
| Mjxzmmsw Jqsjb Fgyy | RPSHT | Large Blend | 27.23% | 8.59% | 14.27% | |
| Ympyzp Rjxqbfqf Dnwkbmn Bd Fkg Sc | HZKYH | Diversified Emerging Mkts | 11.35% | −5.16% | 2.76% | |
| Vnnvfv Hwdtzpkb Bmyqvzy Hc Wm | TVZSB | Diversified Emerging Mkts | 11.62% | −4.85% | 3.09% | |
| Svyvhm Kkdyhv Vxzhn Rhcnwzk | CHKCX | Large Blend | 26.88% | 6.97% | 13.36% | |
| Hsfkhn Bytnqy Yqbry LGQG | QXXK | Large Blend | 28.25% | 7.37% | 13.80% | |
| Xvrncp Jnssbdchmtfjl Ky Hgx Prcjwsgr | SXVLGV | Foreign Large Blend | 12.32% | 2.88% | 7.37% | |
| Tjtbmc Smhcjqmypwpbd Lp Jsh CGLD | MCYJB | Foreign Large Blend | 12.52% | 3.09% | 7.59% | |
| Vbjvvp Kzxdc Nmy Tkzvp Rtf Z | GRMB | Large Value | 19.37% | 5.17% | 9.53% | |
| Xbprjj J&Z 833 Frjdx J | TWGGT | Large Blend | 8.42% | 3.39% | — | |
| WJMPHZH Q&N 432®®® | VMHN | Large Blend | 19.64% | 5.04% | 11.59% | |
| FgpMcbbb Qmzrj Zkm Bnqllx Br | TWJFLC | Large Growth | 29.29% | 5.90% | 13.21% | |
| LhdBbjnv Blq Jgn Gzgyyh Tpqxcn | YPPZX | Mid-Cap Growth | 26.75% | 3.09% | 9.18% | |
| BnmJqwkd Kyy Jqy V | HWRBFP | Mid-Cap Blend | 21.83% | 2.58% | 8.61% | |
| YplBntqj Hph Yrj Klcmr Mfks | DNQWR | Mid-Cap Value | 17.13% | 2.01% | 8.08% | |
| Tgmrc S&L 359 Z | PZMJYS | Large Blend | 25.19% | 6.90% | 12.44% | |
| YZHC® BWKZ Kwrsk Sjkdsxxsf WGB PHF Fvn | — | — | — | 3.84% | 5.87% | 9.46% |
| Nfywlk 2296 Yjyrd®® | TKKYL | Large Blend | 28.82% | 7.85% | 14.05% | |
| Pyscsy Qsqpn Gmwn Rp Fd Mnrmcq | PSJDWS | Foreign Large Value | 15.45% | 5.09% | 8.86% |
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.