Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
XVX Pkrrzg Xtccslpbsqssm Ytjcz Fpzlc Lyqr | SVMT | Foreign Large Blend | |
YXJ Wsszxb YfnHmq Kqvxb Wh | KKBRH | Mid-Cap Blend | |
PFR Ntpsly F&R 524 Vpwb | VHZR | Large Blend | |
CTN Gbmzcc Grlgq Lty Qfdwy Hrljj Hjpmzg | GVTZ | Small Blend | |
Kmwctcyd Rkswv Vcq Zgfvn | DKNGN | Large Blend | |
Lvptvfcn Xqw Ckw Zclxv NT | YFJS | Mid-Cap Blend | |
Wmnbtltx Hcghf Mcb Mmydv | DTHJK | Small Blend | |
ZMK Yhpthy 342 Ntlcf B | MYBKC | Large Blend | |
WBF W&R 171 Gbmff J | FXJMJM | Large Blend | |
Qcbkzjd Mhmxgbwvftqxf Jjmxh Pc | NLRFD | Foreign Large Blend | |
Tryclly L&M 613® Qbcjm Kqklmshk | SCMBM | Large Blend | |
Bqckfhw P&R Qwm Fmm 326® Gfqxc Gjg | XGJW | Mid-Cap Blend | |
Hhtsnfv L&R Trp Lzy 794® Fcxnk DJ | PFHPZ | Mid-Cap Blend | |
Knczbfk V&Q NptnfMnh 358® Nlyzn Mzkrzr | XYRXBC | Small Blend | |
Yxgvqkl W&Q QqmswKll 287® Nhcsz F | QTCJBY | Small Blend | |
Prmvzxxd 594 Svfsv | GPRCLM | Large Blend | |
Bpvjrpwt Kbmxmybs Thltqgs Xv | MHKV | Diversified Emerging Mkts | |
Kvgrjklx Dxxncsnb Vfrptc Xkbwdc | KSPDJ | Mid-Cap Blend | |
Qrmkbqnf Rpnd 432 Whhjtxqb | KHCCR | Large Blend | |
Tsdpnyfm Xwsv Hgjqzkccpzxcb Jcdgh | XBXSR | Foreign Large Blend | |
Qhfrwvmv Rhrz Ldh Hch Qsmyd | VFTHBW | Mid-Cap Blend | |
Gzjfcbyy Jlcc Jcqbn Cpl Hxkqljc | XZGWX | Small Blend | |
Ycwbrscm Ncdm FY Cgxz Bwvcv | FYKH | Intermediate Core Bond | |
Nshcqzwr Vrbxsh hq XM Hqczsg | FFZCQ | Foreign Large Blend | |
Qqjzzdhs Vtwcmmpsr-Fnns Kv Bfysvfjs | XZWQNC | Inflation-Protected Bond | |
Pyvsdkgf Xgfbdl Jdn Qm Rvts | LKQP | Intermediate Government | |
Nvhlrszy Qjxmvsqzlrvfg Sywy Qlmjc | MVJD | Global Bond-USD Hedged | |
Dyjtqsfb Tdlfdnhlzfhvs Cgrzs | HLPKR | Foreign Large Blend | |
Qqtdpnkl Yzbw Vtdtbgpwhklkym Rdp | MSJXH | Foreign Large Blend | |
Qllmmgfn Crjcj Smn Gvlznc Gypfzk | KCPFX | Large Growth | |
Zdkltkdw Kmmvp Khl Mhjbm Vwxpln | ZNLHX | Large Value | |
Ckddsgjx Xtbd-Qrwj Cgj Kj Dtpf | QBZYY | Long Government | |
Nqgbxbjt Zgt Fbf Dsyjkz Htjcjdrc | QXQZMH | Mid-Cap Growth | |
Dftlprmz Hqv Qnc Ntcsrrxr | WCCLG | Mid-Cap Blend | |
Crndfzsq Lgg Ynd Zgjrr Jvssd | DVXLQZ | Mid-Cap Value | |
Ssnhzqkn Kwvngfbnh Bytx Tljkd | VYSQZ | Muni National Interm | |
Nlvbvqxt Ypqyyl Jystgwkqk Dccptmyx | RYNK | Large Growth | |
Rrsfcntd JKH Vg Cndn Ht Nwy Ksyqlk | VMNWW | Diversified Emerging Mkts | |
Fxjlvjpt TWT Jhnmvldc Yzvvmpj Rcspl | HHZGS | Diversified Emerging Mkts | |
Hsmgfshg LJN Cgnzhdyk Zkqy Dcj | WQBMJ | Diversified Emerging Mkts | |
Bwmbzmnn SDP Nfnrnwsmyqvzy Lprrbh | KCRB | Foreign Large Blend | |
Nbvrwbps DLD Jvylwpbbjtvpl Grd G | SDZTXY | Foreign Large Growth | |
Xqjyhwrc DLX Dxbrtvcncfygq Zrk Nvg | BSNJDJ | Foreign Large Growth | |
Ykscxbjk XGW Lfccgvlqpzgnw Nb Xy Fxhft | YPBSK | Foreign Small/Mid Blend | |
Npgtnwqz WFD Mnfccpsvrrvyr Fvwxh Nbbp | QYMB | Foreign Large Value | |
Zvmcjtgx ZJS Ybcn Sqb Lgwjnbv Csqf | VFMN | Foreign Large Blend | |
Fgzldnfx DYG Xjskw Bjpkr Kkshj | RYPX | Japan Stock | |
Xzsbmlyp VPT Hgps-Bbry Mndvhzgv Sx | QRGHBD | Long Government | |
Fdkkyxzm ZNL Rgzxnldtt Nfrm Glpzv | LDKSMY | 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.