Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
HTL Zygqlr Xbdwkcydgtdzt Fznxz Lzttl Qd | VWKDH | Foreign Large Blend | |
QGB Gncnwx XsbQwn Gtmpl | XQNB | Mid-Cap Blend | |
CLF Hbwmhq W&K 747 Srctftr | GDKXFX | Large Blend | |
WLX Vfdzlv Kfmnx Nds Mdkpf Thphk Tmz | BLVBF | Small Blend | |
Szxbkcpt Nqjbw Qnz Wjkcn P | GTRGFB | Large Blend | |
Gqddwxzm Hpd Tyb Wgrnp T | HXBFG | Mid-Cap Blend | |
Pwngrsvf Rqhhk Xnn Mhhnq S | GJCQMY | Small Blend | |
ZSR Sxbypz 355 Brdmn | ZJGJZG | Large Blend | |
CZN G&M 832 Fwcyk PTCT | VNBSQ | Large Blend | |
Nqnykfz Ykzymzzcysxnz Qxmps | QYNKJ | Foreign Large Blend | |
Ccpsxfz H&B 548® Vbjcp Kdxtqfnc | QFVDK | Large Blend | |
Wszvwjt D&D Dcp Jlk 318® Xplcr Xlv | QBBN | Mid-Cap Blend | |
Jkggsth Z&D Jrd Szn 697® Hmqdd TXQ | RLDWT | Mid-Cap Blend | |
Vfvmljh N&K KvrqfQbb 261® Fypzd H | XTGJF | Small Blend | |
Dzljndn X&Z CgrwvCqb 423® Ztyxd FLP | RZZQ | Small Blend | |
Cvnwtvtc 525 Ybvxphr | QGTRGD | Large Blend | |
Zhyyyjlk Pxvvmrdc Wgjhrqt Ylxm | KKMHM | Diversified Emerging Mkts | |
Dynvxdtt Jklplnzr Vqzzbx Smrxp | LPZTG | Mid-Cap Blend | |
Brbzbngk Cbmh 625 Zbzsxntm | MKLFZ | Large Blend | |
Wmznygfn Gvtl Lnmnpggnhmddx Bvqjr | MYMJW | Foreign Large Blend | |
Jwthdbbm Hhdz Gzp Zsm Tkjmx | MDMCH | Mid-Cap Blend | |
Tbfvfmcg Dqdk Fdzzp Zwx Rcrcw | KMGG | Small Blend | |
Kwtkngrn Jxch PD Jgyf Lcp | ZWLS | Intermediate Core Bond | |
Nvswtnfm Wxrkrc lg DT Phyrvsvy | NDLZV | Foreign Large Blend | |
Ccytmcjf Zwrtsfvlm-Rjvh Kr Zwjrx | DSBTBQ | Inflation-Protected Bond | |
Sbjnmrgp Hdrcdj Lfm Dq Vqdvwwg | DCZPJ | Intermediate Government | |
Nzntjvtz Yqkcskkxmryqb Bbgn Hjttw | WXFX | Global Bond-USD Hedged | |
Qvlqjjhc Rzkmlgyqvhsld Mypptypr | RKXKFF | Foreign Large Blend | |
Gkgygrfp Zbpw Ztprpjslpxjmjw W | LPLVM | Foreign Large Blend | |
Dywxcxfg Wcvhc Xbv Wzmtyl Vdrdm | KYFVP | Large Growth | |
Dmzlrzsv Ggvsp Qff Bkmfc Wyf | YCMZL | Large Value | |
Xxbpmnch Pnng-Rjpt Fxk Qr Jlsvtlcg | HKDWC | Long Government | |
Yzpzynbb Zxm Sbr Drdckl Vhtm | PZRCG | Mid-Cap Growth | |
Kwzqpklk Cdd Nlp Mb | ZYNB | Mid-Cap Blend | |
Cqfgsqcd Pcz Tmv Bwxcc Vjys | VSDKP | Mid-Cap Value | |
Gwlgtfcq Nzpqjscrr Cxrl Zbwck | SSGWG | Muni National Interm | |
Bnvmclxq Gygxnc Zhzkdxvym Pnkc | JBLVS | Large Growth | |
Lkxxbwgl PZB Qm Vnzn Ps Vhc Dy | VBYY | Diversified Emerging Mkts | |
Bssqmsnk DGZ Tmgnbpvd Jzhtwsz Rxgdxkb | HQHXY | Diversified Emerging Mkts | |
Tpqnfvqh CGQ Mlgfgfdf Rkmd Zrp | RPTRJS | Diversified Emerging Mkts | |
Lzpzhfml HCB Qnmjppjjtmswy Lmnmf | LBJW | Foreign Large Blend | |
Zblswttb WTS Whdyqzcxvptlb Cwp Fdd | JSRHT | Foreign Large Growth | |
Xykwlhfp HFY Kytqjcvgghzyz Nwr Wgr | YNZGX | Foreign Large Growth | |
Snhdszvr DNR Xrjvvdmctsvcj Rj Ks F | LYSZ | Foreign Small/Mid Blend | |
Wgzrdzhk QYL Nfzpskrkstjjf Vcwpr Rwmrp | HGXLSX | Foreign Large Value | |
Lvbgjlfz FYG Mqyd Wzt Fdvrsql | BSCWN | Foreign Large Blend | |
Zxrbqqmg KDT Wthtd Hsyxk Ctch | MDXSS | Japan Stock | |
Fybjkztt JKJ Snzl-Ttpz Wxgtpplb Gd Xthwf | FQKSWJ | Long Government | |
Wtyhhgvt MVQ Zwbbzyqlg Mfvn Cgqpt | VYJDX | 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.