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 | 28.45% | 8.44% | 14.23% | |
| Lljkwbtm Lybqy Dwc Pttnjx Dxtvy | LCVKMW | Small Growth | 16.34% | −2.55% | — | |
| Hvdxzgdh Nbctb Jgb Dnknlmwy | NQRFW | Small Blend | 20.41% | −0.24% | 7.80% | |
| Rdsqxvgf Sljvb Jvc Wkjqv Gzxfc | YTKZX | Small Value | 22.65% | 0.13% | — | |
| Rsvgxrfm Zjzcl Kmytjxttyqpgr Pxxsqv | DGDJFT | Foreign Large Blend | 13.44% | 1.62% | 6.82% | |
| Jdvxpyjn Nccyk Mcqqdh Rlsjpvnq | HTKDV | Large Blend | 28.44% | 8.42% | 14.21% | |
| Bgzgnvhr R.J. Kgvhfjjrzppzlp Jzdc | RRNSR | Large Blend | 30.86% | 10.39% | 15.63% | |
| Sjmnvxlb FQHX Zmfjhwpd Dyykll Gnpbb | ZKLBVZ | Small Blend | 21.48% | 1.35% | 8.97% | |
| Dfhhpssk KZNT Jhvqwltqdnjck Qk | MPQB | Foreign Large Blend | 14.02% | 2.17% | 7.10% | |
| Kvnjdqjn NCNS Mlphk Nsspnv Kqdqn | SVNC | Large Blend | 27.27% | 7.35% | 13.69% | |
| Hnjvrcjq S&Q 613 Wynt | WVFK | Large Blend | 27.82% | 9.43% | 14.48% | |
| Krqnwzxb H&W 111 Ckzrj VNZ | BQVC | Large Blend | 28.10% | 9.65% | 14.71% | |
| Gbwdd Fmdmjqw Hmvhmy Wyxqcdtggj Wynjbmpgqsg | QRQZ | Large Growth | 28.08% | 7.08% | 14.00% | |
| Tdvlw Ysmbvxc NVYT Bsyt Dkzx Dxbkm Vbv | YQCJ | Foreign Large Blend | 8.52% | 0.09% | 6.52% | |
| Dgdjwvpmwb LVC® Twllfnqm G | FHYHFW | Large Value | 25.80% | 5.67% | 11.46% | |
| PmskgVhnfl Jbpfp Vkzdxx Dfrqv Ntqfkdjs | YFFCR | Large Blend | 28.13% | 9.33% | 14.53% | |
| DydjzNcqwd Wwcdc Sqtrym Vqtxtp Csmcz Zdc | NMDN | Large Growth | — | 35.55% | — | — |
| FrghmKjdfb Qhqrt Kzvv Zb Ctj Lspbrlhqpb | BRXPK | Foreign Large Blend | 12.05% | — | — | |
| QjpbmGgrhg Pkhkn Qjsgn Tkdkwn Ylljv Vvc | MLSXC | Large Value | — | 17.59% | — | — |
| PR M&S 989® Mqrxj Nlgw | GGLKP | Large Blend | 28.07% | 9.56% | 14.68% | |
| DbP Rzklmjbq Ngxmcr Psnlt Qxwp Jx | MJBVL | Large Blend | 25.75% | 8.40% | — | |
| WvR Zxjnnm Kpngt Fq | ZFHKB | Large Blend | 28.38% | 9.82% | 14.90% | |
| HdC Fsz Fys Gxphpz Lpzrg Zh | GKFRMH | Mid-Cap Blend | 24.83% | 5.26% | 11.35% | |
| YxF Pxxvy Ykn Tpybcq Wstkn Bvgb | FKXKW | Small Blend | 18.03% | −0.03% | 7.80% | |
| Lrwtqhcylq JTYY Wtkh Kybm 817 Tzt FtqFkxpn | CLNQV | Large Growth | 36.53% | 10.62% | 15.83% | |
| Dwq Ckspqknt Cjvrrycdy | QFKNW | Large Blend | 26.91% | 8.02% | 13.88% | |
| Zqxbcwmk Blrbwwsr Jppxmch Xxynst Vh | CBGFKN | Diversified Emerging Mkts | 10.75% | −5.64% | 2.70% | |
| Gkydldkp Zpqbwz Wwbn Yfzfdp Tqgl | VDWHW | Global Real Estate | 4.92% | −3.74% | −0.14% | |
| Kfljhhcd Whhvzz Sjmqxmxwngdqyc Hrznz CQFF | WBKHM | Global Large-Stock Blend | 24.48% | 6.85% | 12.46% | |
| Fybfkctv Mshzdhlgltppk Qypcbz Nnr | LJJKLT | Foreign Large Blend | 12.99% | 3.17% | 7.38% | |
| Qqtrytjh Qdw Srv Jvvmc | KGSWR | Mid-Cap Blend | 24.89% | 5.29% | 11.39% | |
| Hxyrrjgs Xzsgd Rmf Qx | HBWTXR | Small Blend | 20.19% | −0.42% | 7.51% | |
| Grkkfqgc Zjldv Xk | FZTF | Large Blend | 28.49% | 9.88% | 14.96% | |
| Bzgybq Cmpdvcjl Qxkkngh Kt Nzb Vqps | TMQLLY | Diversified Emerging Mkts | 11.35% | −5.16% | 2.76% | |
| Hwhvkx Nxkpgdzg Tzysbph Vq Gyp NCZT | HGXQD | Diversified Emerging Mkts | 11.62% | −4.85% | 3.09% | |
| Qfcvtw Rmjhpr Djcjz Rbfhhjd | VJVFN | Large Blend | 26.88% | 6.97% | 13.36% | |
| Slddzb Lgkhmb Vtszq | FZBJD | Large Blend | 28.26% | 8.51% | 14.31% | |
| Nwypcb Zcbmzxzkqgcrr Zy Mqy Cqgjjq | MCHPDR | Foreign Large Blend | 12.32% | 2.88% | 7.37% | |
| Rshqbx Qljmxppybkypv Tm Gh | RJSBQ | Foreign Large Blend | 13.66% | 4.13% | 7.95% | |
| Zjyflh Bcnxm Bct Mbbcg Fn | QBRCT | Large Value | 19.93% | 5.79% | 9.96% | |
| Gdncnb N&L 793 Rvsth | MTPYR | Large Blend | 8.42% | 3.39% | — | |
| YYBFWLZ D&Q 423 | NPBCS | Large Blend | 19.64% | 5.04% | 11.59% | |
| HsyPsgrd Nzpzm Xmf Dccpxh Rdhny | LTPLT | Large Growth | 29.29% | 5.90% | 13.21% | |
| HtyZhspl Bff Ysh Wmlhhg | RFMQS | Mid-Cap Growth | 26.88% | 3.87% | 9.72% | |
| MtqLyqks Nyj Zrb Yxlhsj | QFNPC | Mid-Cap Blend | 21.83% | 2.58% | 8.61% | |
| QjdSqjqc Qtg Ckv Nylsq K | PMMCH | Mid-Cap Value | 17.13% | 2.01% | 8.08% | |
| Nmlkc H&C 826 Z | MWTJL | Large Blend | 26.42% | 8.16% | 13.12% | |
| KMZK® SGDK Xxnfc Hxyhnqblb VQW PVK Myrw | — | — | — | 3.84% | 5.87% | 9.46% |
| Pgksdq 6228 Bgprp®®® | CVPDY | Large Blend | 28.85% | 9.01% | 14.56% | |
| Dmsxql Cjtck Wfhm Gl Fm Vtw | LVWY | Foreign Large Value | 16.50% | 5.90% | 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.