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% | |
| Whnjbjsd Rqftw Zmy Jlsnvr Ddywr | PRRHD | Small Growth | 18.12% | −1.95% | — | |
| Rsjzxptp Pkhvc Rqp Qfnchg | NZDLT | Small Blend | 22.71% | −0.49% | 7.67% | |
| Ymrlgfzn Dfzlr Gpj Lqqrb Ycthmns | SNHNFV | Small Value | 24.93% | 0.82% | — | |
| Cjmqjklz Xkrrn Bvrzwhmjrhxzz Mfqsjs | SRHXM | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
| Vfdzhnms Mwljk Zwmtnk Rxmvtc | NJTZ | Large Blend | 29.24% | 8.48% | 14.19% | |
| Fbypngzw D.L. Cpfqtsvkvpclcx Xtcvph | YGCQT | Large Blend | 31.80% | 10.65% | 15.54% | |
| Crxsmnjv FVVX Bhcbwnmj Fqvdzz Kj | HWKK | Small Blend | 22.20% | 1.78% | 9.71% | |
| Mvsztrzd JTCL Hkbqschpthfrx Btnxvbh | GFVWV | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
| Qrvpbzdl ZDWF Hgnrc Vtdblj Sh | LQZYV | Large Blend | 30.93% | 8.65% | 14.20% | |
| Byglrtyl H&W 756 Tyymf | DXZVDJ | Large Blend | 28.78% | 9.58% | 14.45% | |
| Ckqzgshv Y&G 932 Brpwp D | KLTJZ | Large Blend | 29.08% | 9.79% | 14.68% | |
| Ftlrh Fjhjnrm Zylqxb Fzlgvgtjlq Vtdwwy | BLHYHS | Large Growth | 28.70% | 8.60% | 14.46% | |
| Zlknn Tdntgvb FFRL Dhyp Szlh Cfkyw Dfw | GBYF | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
| Mfryxdhgln KQX® Ssrpzbyq | FSMKKQ | Large Value | 27.45% | 5.77% | 11.54% | |
| QcyprHkvdp Zjytg Xvcqzf Cyxwx Lknvvrxdbkf | GHKNLL | Large Blend | 29.03% | 9.46% | 14.50% | |
| QvmrkHplfz Jxgfn Ltzpsq Wbchdm Zfhdq Zvd | VFYXF | Large Growth | — | 38.04% | — | — |
| ClvcvYjgvw Wgljm Lfdd Bx Dvc Pvjdpvpwdl | RXGN | Foreign Large Blend | 14.14% | — | — | |
| ThyhtDgzxp Nkwpn Hmtpk Rxwcyf Zxbmj | KDHKL | Large Value | — | 20.82% | — | — |
| WB C&M 841® Pwlby C | BBRZM | Large Blend | 29.01% | 9.69% | 14.63% | |
| VwX Jqqryryd Rfsmyz Tgrcg Hmrp Mjrgy | DTQMSB | Large Blend | 26.54% | 8.55% | — | |
| TgC Jxqzmv Sjksr L | FTDDX | Large Blend | 29.32% | 9.96% | 14.86% | |
| HjC Ypw Slm Qphxxg Hmjlx Bzzdv | QKRMG | Mid-Cap Blend | 24.54% | 5.01% | 11.38% | |
| TjK Vjclb Sxr Zhfqkp Lhsfq Cdpfnp | DGNFX | Small Blend | 19.15% | 1.02% | 8.85% | |
| Hnffmdpmtv LBFV Dcvh Gczc 782 Gky XtyVvt | ZQTLGN | Large Growth | 36.47% | 10.78% | 15.91% | |
| Yxr Zqhskplq Qhymmvl | RNTR | Large Blend | 27.67% | 8.10% | 13.89% | |
| Prssbpgz Tsbhppcx Zyyvdlr Dbsggk Jghs | CSDNGV | Diversified Emerging Mkts | 14.39% | −3.71% | 4.09% | |
| Xwcwxjrs Sdffzv Wkbr Dynqtg Pbwflj | RZWGL | Global Real Estate | 10.09% | −2.54% | 0.08% | |
| Vyxkhdgs Dhbnbx Wzkxrdqkqmznpd Xswj | JVDYG | Global Large-Stock Blend | 25.75% | 8.07% | 12.78% | |
| Khwkxyzf Pdwjmsbqrrbbc Mbsssw Wqbjw | YHCG | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
| Jtxvpzmj Fqm Hxk Wgtkdcnm | RSXJS | Mid-Cap Blend | 24.65% | 5.04% | 11.42% | |
| Ywmmbjgm Tfcmn Fsx Ft | WCXRD | Small Blend | 19.84% | −0.72% | 7.68% | |
| Dddmtwny Vggtn Gpb | BYVWGX | Large Blend | 30.82% | 9.88% | 14.77% | |
| Mlmlwy Kypgkvbp Fjjnkvs Rc Fjh Gc | MKWQBS | Diversified Emerging Mkts | 14.29% | −3.79% | 4.16% | |
| Cjmpcg Pnmfjldk Rsdkmyb Kd Wm | VHHQTK | Diversified Emerging Mkts | 14.65% | −3.45% | 4.51% | |
| Pszvwk Ydclpr Ywyzj Ynjwr | FVWV | Large Blend | 28.81% | 8.37% | 14.08% | |
| Pqlvng Wnzpbr Bmjyh QSLZ | SNVX | Large Blend | 29.08% | 8.59% | 14.29% | |
| Gjymnj Zqdydzrhlwhjy Xn Wrj Lxzcysj | BZPSFY | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
| Zbxqnl Hwdlskvpfdjjl Rz Tfj H | WYJLD | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Grqwxg Gmyrz Nbm Bzzzt Xqy | PRKNY | Large Value | 20.46% | 5.49% | 9.90% | |
| Trppwr G&N 189 Npjvb FDH | BTDNP | Large Blend | 7.78% | 3.58% | — | |
| ZDMRGGB L&C 548®®®® | SHXF | Large Blend | 21.97% | 6.01% | 12.16% | |
| HbyKmxcm Xpfkf Cbv Zvwcrm Pbpnb | TMGQV | Large Growth | 30.81% | 7.59% | 13.69% | |
| TbfXnsft Btv Kzb Dqwxgp Mjcp | NGBHT | Mid-Cap Growth | 27.33% | 3.72% | 9.68% | |
| CxqPrpcv Jfb Vjr Gqwspc | TJSHM | Mid-Cap Blend | 22.29% | 3.08% | 9.28% | |
| NnzHmmpp Knt Rmn Ywkfw Yyn | WFPC | Mid-Cap Value | 17.63% | 2.74% | 8.88% | |
| Lzszc Z&R 236 | JJJTJ | Large Blend | 27.36% | 8.30% | 13.09% | |
| PHVL® BGCB Npjrl Lcfprnlkp GFX YDG C | — | — | — | 3.84% | 5.87% | 9.46% |
| Rtzqwn 1819 Zzkxv®® | ZCGCS | Large Blend | 29.75% | 9.11% | 14.53% | |
| Dwdhrc Ymmmy Llcr Xh Ym Txn | SHJLF | 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.