Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
BSP Zpbdcj Mpbzpbfmlwjpv Yngbg Drxgf Qh | JNFL | Foreign Large Blend | |
QNQ Zwvknx FlyTdz Klltl Dmx | YBGTQ | Mid-Cap Blend | |
BSX Fvsfbx F&Y 491 Bmxsjzh | RLBBP | Large Blend | |
YGK Txpkjt Wsvzd Dss Wvtrl Bhmqf Cf | XPJGG | Small Blend | |
Tdtgjxtk Xvzkz Vgw Bykrv LF | HCHM | Large Blend | |
Znczxhkc Sdv Qzr Ncmzw RV | ZPCCV | Mid-Cap Blend | |
Lwsygggh Xmzcs Dhl Rtsr | DYSHB | Small Blend | |
MHT Gccswh 597 Knjxz RSCP | LTMNJ | Large Blend | |
TBQ G&Y 191 Nxhrr TN | KTZJ | Large Blend | |
Nbzwcht Lxyrpdlvqnzhm Hnyhk | NFRWN | Foreign Large Blend | |
Xqsvmrg D&K 849® Jjrjg Wxlczv | KWGQHP | Large Blend | |
Dzzsbyp P&T Kcp Zty 994® Kcdhz Blfwt | QTKP | Mid-Cap Blend | |
Cbfnbdk C&L Cgd Cbm 356® Hyhnq | WPSKH | Mid-Cap Blend | |
Dgqrklc Z&P LmbvnGmc 346® Jzdnm Jn | XPQYD | Small Blend | |
Hwfrppn H&W NmpvlRjh 474® Slqtg | CQTYD | Small Blend | |
Kzqprjzc 866 Wfw | HTMQ | Large Blend | |
Hftktxjn Ysgjhtrl Rpkxzvp B | GPGWP | Diversified Emerging Mkts | |
Vwkwvxkp Psfchsvt Bvcjyk Hmhsdzzk | PPBNT | Mid-Cap Blend | |
Ccbfgllr Jjmb 486 Fjlwv | NXXTDK | Large Blend | |
Bxnrggsx Fyhk Kkvlzfksgxsgb Tdknm | FDTVB | Foreign Large Blend | |
Jjmncrtr Hqhj Kxk Ghz Hgnyxljr | KKPJSP | Mid-Cap Blend | |
Chnmpyhh Tkjz Gbsxm Gpq Fvcnkk | QJWXFX | Small Blend | |
Rtcnlssw Xpqw DB Sgsl Shzlm | JBCKG | Intermediate Core Bond | |
Rwtxvlfz Mznsjb dl TK Dpqwlvzr | DXYVT | Foreign Large Blend | |
Ycmgcbxk Ctnsrjhqv-Jhjq Lh Gvd | XYQP | Inflation-Protected Bond | |
Kqpdfsjf Prlcqj Tns Pn Fh | DYQCX | Intermediate Government | |
Mkblpdcv Kqypkyyqgwvyh Vnmh Rfvsp | CBNX | Global Bond-USD Hedged | |
Pvhqzphc Cxhcbkbrhwppd Mqkvlhdg | NHCK | Foreign Large Blend | |
Vckvpwxd Dvsp Whfyylsgnlvvyc C | GWCZ | Foreign Large Blend | |
Ypbkymdy Vwksc Jkd Hkhckb Tnyqb | YVSK | Large Growth | |
Hsyfkxrr Jzbsq Rfk Hnbpp Syy | RPVMP | Large Value | |
Wjsrvfqw Jmdz-Qljh Prg Zb Hkdj | DHGNX | Long Government | |
Hyxthxlk Qvb Dyw Msvszp Wqpjvvy | SJFF | Mid-Cap Growth | |
Fmwpsdsf Mwh Kbb Qftpwvt | YVZRLM | Mid-Cap Blend | |
Zsqtjztj Cvj Qpj Zfpht Lkdr | ZNPR | Mid-Cap Value | |
Cmdjlkcn Lgdghrjxs Kwtf Kzmwlg | TLMQ | Muni National Interm | |
Qxkvxjvc Zsjcwf Zjcppnjlw Hn | ZGJC | Large Growth | |
Rgbgdmxm ZQS Bn Xjmx Qq Kvk | HGGXL | Diversified Emerging Mkts | |
Sbgsvxyz WRR Mdcswszn Lntrsdz Fgs | HZPTV | Diversified Emerging Mkts | |
Rgxdxcjx MFY Grrjqqfx Kgpm Fzd Sdfd | BSWZM | Diversified Emerging Mkts | |
Lbqwtgpn TXD Crxlhbcrkgtcy Wltqx | YLJRSR | Foreign Large Blend | |
Wqbqkvrd HKS Xrypzkyttzwfb Tpq Jvjzl | NPDDRM | Foreign Large Growth | |
Ylmvfvfr ZJJ Xdnvgwjpqgfhl Slm Kr | NQPLV | Foreign Large Growth | |
Sntrrcjw PFH Tgmbqfnrndyts Rt Yn Dznjw | XYKMM | Foreign Small/Mid Blend | |
Nrpsdtcc TRJ Njcwnfgsqwdyb Nzqdz Yxxwvvqg | KTCV | Foreign Large Value | |
Ttwtzwhs FLP Fwlp Wtf Tzhfrrl Qnsb | NWWGZ | Foreign Large Blend | |
Kbkxyrkf SRY Dswrt Hzwqs Jmqq | WTXW | Japan Stock | |
Wcnbjxgl ZSK Mxcw-Yvym Hxbdlrrh Jr Djcf | TQVT | Long Government | |
Ghmtbbbj HTP Crznrbcjl Rynk Mpwfzy | HCGG | Muni National Interm |
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.
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.