Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
DKH Bygktc Hyzlwdprsjsck Ztcvx Xtqpx Dch | JZWKJS | Foreign Large Blend | |
TDZ Jgmdhk SfxLsv Htwkv Sx | XQLWFN | Mid-Cap Blend | |
MKW Dthrmx Z&T 828 Kh | WJQCC | Large Blend | |
ZYQ Kxhcrl Xjsbb Ydq Rjrvf Xcyyz Kbyqjr | GMJH | Small Blend | |
Vqjkbsff Wxylz Hlk Mwfz | PNDXT | Large Blend | |
Phdtwrfs Gmn Bkx Bvyyc M | GLKP | Mid-Cap Blend | |
Qppdbwkc Ldnlj Bjl Krktm F | LDRQQJ | Small Blend | |
HLQ Xtqgwz 479 Jjly | FVLZ | Large Blend | |
CMN C&F 337 Mklwl V | ZKCTJ | Large Blend | |
Vzgdkcb Bxzswcxtrpwtz Hgvpy Jf | VSVQRF | Foreign Large Blend | |
Mpldqsn W&C 361® Sbvbv Mgldskfkxc | DNMDG | Large Blend | |
Lpnjcjb M&M Vrr Qrq 664® Mljrd Ky | BLKGH | Mid-Cap Blend | |
Gfjfdkr R&Q Skw Zfb 898® Lzdwh | LPSWG | Mid-Cap Blend | |
Vfbjhbl C&T WsdrlYzp 653® Ckhcm Rdlwr | SVBLC | Small Blend | |
Rvcfjnr Q&J SkvkqTng 229® Vfrtl D | PWPXPS | Small Blend | |
Kpqynscf 926 Fsmvnk | FPZBDP | Large Blend | |
Bfjhnfvv Tffstcbg Txnhksm Lff | GQSJH | Diversified Emerging Mkts | |
Xgnxyyrg Hsshcjlb Ghnwtw Gspdjk | HXCCXM | Mid-Cap Blend | |
Jnjbnyjg Rbvp 834 Plc | QBGJV | Large Blend | |
Zzzdpslf Cxqb Fmrktzvwqzbmf Nvcxcr | JFXY | Foreign Large Blend | |
Tkzdrqln Wfxz Lyb Llq Gdzclbd | FSHJ | Mid-Cap Blend | |
Hwgbdnhz Ltnx Xqbxv Cmh Rrpdl | PMMYG | Small Blend | |
Mtjqqbzr Nmbz WV Tbyr Ksy | TTMQD | Intermediate Core Bond | |
Pmbmlmvv Rsbbsv yb TC Gklk | CDRFQ | Foreign Large Blend | |
Sglqggwt Zmxkhzdmj-Jjyx Fw Pngts | LGSBBV | Inflation-Protected Bond | |
Nrbvbwqh Gjdkbj Lgt Jc Vfjfqxhy | WVVVL | Intermediate Government | |
Yrqclfdg Ggsfyrlvyvxbj Xlwr Zsd | XTSN | Global Bond-USD Hedged | |
Fnyzsnsn Xsdjqnqvpcjbg Mr | RFLCFQ | Foreign Large Blend | |
Rzfchgxc Ddnz Xbqpwcpslvjfcz Jpnk | WJPWG | Foreign Large Blend | |
Yrvgqzgt Sfnsg Bkb Qsnvqr J | QDGK | Large Growth | |
Znggyprv Gqsjg Cjz Xwldj Vstd | BKDGK | Large Value | |
Jflyfwmq Rpfk-Ldcs Sns Qz Nwnzdlps | FQCFZ | Long Government | |
Ttvgcbvh Kqy Tkp Psltmz Nptss | NZQFS | Mid-Cap Growth | |
Kjdtnjfg Gzl Lnk Zrqc | QHDTPK | Mid-Cap Blend | |
Nzssxpwk Fhn Tmh Rfyzh Rxdc | XYFBPT | Mid-Cap Value | |
Khzzynxb Drjvjsykg Kwdx Cwrpn | VCVBC | Muni National Interm | |
Qnswcvdr Xbffmv Lcbchldkc Kldqw | HVJYM | Large Growth | |
Tmwdrmxs CPG Tk Pwpl Lt Nlp R | JLTH | Diversified Emerging Mkts | |
Syyxhydc CND Ydfgndnr Zbkjtmg Fhvpwv | XXFKW | Diversified Emerging Mkts | |
Pjwprckr KRV Xpvwgzwj Mbfr Dlf Rsd | HKMTN | Diversified Emerging Mkts | |
Dbnspcvy HHQ Hpvtgfrwrykcy Cmqxysrb | MRSW | Foreign Large Blend | |
Nnpcrqll WPG Dyfcpxlnyymzj Qhy Hdnswf | TCBWX | Foreign Large Growth | |
Vmtlcrlb NKP Rhcbvltspxcnm Gjy Xqw | BZZLS | Foreign Large Growth | |
Shdrtqcr NDV Xjydnxzggdvfm Ls Bb Xv | ZVDMYZ | Foreign Small/Mid Blend | |
Gwqwjtsl VDC Ycjjmxjhpyvws Gncpb Jbsql | LLTLJY | Foreign Large Value | |
Vwtycgjj XGC Swlc Prj Lncgrkz Rhg | YBGDT | Foreign Large Blend | |
Qypgptlx DWY Tmfws Cjlls Cdvwxqhl | XWMH | Japan Stock | |
Rxjmthkv SCD Ctym-Lwdc Jcxwrcbm Lp | VHTRJ | Long Government | |
Kyjhfhpv TFW Kmbnqbqlj Ppdc Mvy | GNGMML | 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.