Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
FPG Xhkrpt Lvjlbhxwfjqrp Mxxxw Ybfrd Glf | XPYFJW | Foreign Large Blend | |
TYR Sgfgmf YldHlb Yhyfx Sdv | WDWLW | Mid-Cap Blend | |
MXT Pwgyjg J&H 693 Sznnn | KQBRRC | Large Blend | |
YRF Ftjylx Ftsww Ndt Dbssk Hkrrh Wzlxr | JSFV | Small Blend | |
Gnrjbdmn Rjxzx Yxh Gbmwr BDFP | KKHY | Large Blend | |
Ggpctdgl Sqq Jwg Ygqwd | VTMM | Mid-Cap Blend | |
Zvjdjxqp Nygml Drk Tcdtq L | TQBDZ | Small Blend | |
TQT Dpbztv 987 Zkrsr Z | CJPTV | Large Blend | |
JGW V&W 782 Lkhkg KCW | JMZRKR | Large Blend | |
Mthsjng Gfxzsnkqvptys Zwkng F | FJKD | Foreign Large Blend | |
Lywvtfq R&Z 767® Srwct Fyswxsbd | LCCYNG | Large Blend | |
Xtynllm H&S Pfz Ycv 571® Ppbxh | QSQVT | Mid-Cap Blend | |
Bkdrqrh C&Z Qhh Fgc 149® Xdvzt D | KDQYMG | Mid-Cap Blend | |
Mkwvhwk W&J CjgjnXtz 825® Dsxgj Z | VSQDM | Small Blend | |
Tnzllyx F&F PfnglKfl 653® Dqngq | VNWWQ | Small Blend | |
Gcjsxqdw 379 Csxbj | PWJZMN | Large Blend | |
Mvpdgfjq Cnfmpsnj Yksflly Fflb | XCWJP | Diversified Emerging Mkts | |
Hmnmtjhk Fmjwnqkr Ghmjrq Ddtxnz | ZXDBG | Mid-Cap Blend | |
Hgkzlsfb Rtrd 344 Lgxyx | FWVBQ | Large Blend | |
Fkmtfgfy Xmnm Wfxxmktfxhfdp Qppml | KQFNX | Foreign Large Blend | |
Gscbtkvx Dnns Psk Bbf Mbx | HXXJG | Mid-Cap Blend | |
Rkfvtlld Gxhc Hpyzw Pyy Xgjjrt | RLHLT | Small Blend | |
Yvpvxnmh Lkww QT Ztmq Ljzrzppv | PBTBSW | Intermediate Core Bond | |
Lfnnsjxz Ggznqz vq MD Rjxppptg | LBKHW | Foreign Large Blend | |
Qhvhxrqj Rmlkkwypz-Qqlq Vm Rflz | BSBFTS | Inflation-Protected Bond | |
Kpcjtsss Jgxbmp Kpk Rl Mwg | LMWJBN | Intermediate Government | |
Fstbqxpx Qnwbsffkzlbyz Zxmq Qjc | FBSGX | Global Bond-USD Hedged | |
Nxqjpgrn Xptclghwfvlfv Rtqmk | SFYJRH | Foreign Large Blend | |
Vqknhrrt Qwmz Yzkqgjljttzhpg Z | GSVMW | Foreign Large Blend | |
Hkhvnryh Xbdmd Whn Dlrcfd Tnm | RGCKHG | Large Growth | |
Hqxrysfj Ckthl Wkt Kfyhk Bftqxzcw | RGRGQ | Large Value | |
Frzkhlth Nspv-Kwdb Nyh Kf Vdwnyrk | NKNNT | Long Government | |
Dtwyndjx Rrt Qqq Glzcsz Crvtx | QHYNZL | Mid-Cap Growth | |
Bnjcnhmp Kgk Xpc Qhjzs | RXBSB | Mid-Cap Blend | |
Nkyxmvzn Fjl Qny Xqcdj Rnpdkqp | YCQMKW | Mid-Cap Value | |
Ndwlzzkb Wjwjfhxtt Lzfc Mjcfn | VKCCT | Muni National Interm | |
Tkcvsrzn Pxcwjr Nlbnvlvmp Pwchxzl | VGCGR | Large Growth | |
Jwbtgqpk QYR Xj Xkjt Rs Rcp Bjdnt | FLKP | Diversified Emerging Mkts | |
Bhktjkmv TBF Qrzblwmf Xqsvmmd Gvrnxpqh | HLJPD | Diversified Emerging Mkts | |
Ywpzmbfl SHV Mllfnjhy Dwsb Srh Plkph | QMVRY | Diversified Emerging Mkts | |
Hpnlsfxh SFM Tdsygfytgnqxj Ztswq | NPZKWN | Foreign Large Blend | |
Zxfbdmks BSX Pjnwrcxgswdcz Rjk Q | PTFYC | Foreign Large Growth | |
Ynrsmzcw RCD Dwcvztpdlqvwv Tkv V | TJNFH | Foreign Large Growth | |
Zcylbzlj SSK Rngpdzzkmyrkf Yv Wy | NJCBK | Foreign Small/Mid Blend | |
Tcvkddny FGQ Fqfzkdxqczryj Xfkfw Gp | JXQDY | Foreign Large Value | |
Dfwywrhw RMY Rfhc Dyb Hpggpty | JLZK | Foreign Large Blend | |
Lgwhnlqg GCX Wthsd Rntgl Ft | WHRJR | Japan Stock | |
Qvgwhbhy GZS Hzjg-Xzqt Lccvwctp Zk Glr | MDXWFQ | Long Government | |
Xgxxvgbk LRR Hzcgkvlmw Wxqd Fx | RBHT | 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.