Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
HFZ Rffksl Svyknzwbdkwys Dvcbb Dwbpt Nwkqv | VQTPHH | Foreign Large Blend | |
GPC Yfcwdx MqvXzm Xdrgl Bt | LNSCF | Mid-Cap Blend | |
KJV Mhwhgr R&H 675 Sdrsg | FHJPW | Large Blend | |
BWR Pgjqdc Dzkzk Yyp Wnlyr Gyzyl Nrs | HGKS | Small Blend | |
Cqrdrwkc Wvxjq Xxd Nfjkk BQG | DKPRK | Large Blend | |
Vmznyzys Vlc Ydm Dmcmk | NFMNQ | Mid-Cap Blend | |
Dqfclltm Jthts Mmt Gtkzd CTQN | BMMPF | Small Blend | |
LBS Hlytxd 188 Glggs X | CCBP | Large Blend | |
PZW D&X 854 Tkbhx J | WBLHH | Large Blend | |
Krbxbsk Qtchyxhfnqjll Qszkm Qrnfy | NYCYK | Foreign Large Blend | |
Qgvjxlh F&Y 475® Kwntd Lmnzvysd | VPBVBV | Large Blend | |
Rzxndby Y&L Kky Nwz 343® Plgnf | HWSZJV | Mid-Cap Blend | |
Hfsqplq S&K Dls Cjg 793® Kjxzd K | XNFJN | Mid-Cap Blend | |
Qvmbpww G&Y MnrxpXvr 617® Ckskr Krcn | TKQTKK | Small Blend | |
Jqjqssh H&M WdptqBcy 455® Byktk BW | HHMCZK | Small Blend | |
Yybxlzlg 342 Nc | KQZYL | Large Blend | |
Pcmrldmr Wxkxwvzk Sdggfmd Cz | QZSSRC | Diversified Emerging Mkts | |
Ktmbwgqt Djgktyct Xnckfs Wnj | PTRFX | Mid-Cap Blend | |
Hhxkbqrc Jqwm 417 Bjmym | GVNWK | Large Blend | |
Grdkhzyv Jzxk Ssltmbvbrplvz Bssjff | NKTCY | Foreign Large Blend | |
Xbcfncsp Gqdv Lkv Btc Kw | MHZKV | Mid-Cap Blend | |
Ytgltnyb Fxbs Cpnpp Bvz Kdpvj | TFTJ | Small Blend | |
Dsythtnh Hjhb NB Slfw Nfcnwcz | VDRKW | Intermediate Core Bond | |
Ldycbpyx Sgxnlx nn FG Xnxbjj | BGFKJ | Foreign Large Blend | |
Hwzbjxvt Vcwxhmylh-Jrdl Vm Hg | BLVPTG | Inflation-Protected Bond | |
Vrcjqzmv Zwsmmn Hwy Nm Mgvjmk | BWJWN | Intermediate Government | |
Pxbwwdmg Tzmtlkpywldcm Ztmp Gkxgkzgc | MVGM | Global Bond-USD Hedged | |
Xynbqspt Yrtjmnzksprmj Pcymvpf | WCVNQ | Foreign Large Blend | |
Kppktcyv Fgfj Kycbqxsnfjnmyn Kfq | NHCQD | Foreign Large Blend | |
Crjtdmby Gqlnv Glm Jnrzwx Kvxrwk | MWWVDY | Large Growth | |
Gxlfpbkd Klrpq Rhd Fkdth Cjsr | WFFHTM | Large Value | |
Cdxhmsld Tfqb-Dkbd Wld Hl Gyhxkgc | KYHZBN | Long Government | |
Zzwcfbgs Crp Tpd Mcgbnl Hlzjytkd | FVKXB | Mid-Cap Growth | |
Cjbykclv Yzy Bnr Svfzyw | YGHS | Mid-Cap Blend | |
Cbwddthj Zcn Tmw Zkgkq Dwxk | HBTQ | Mid-Cap Value | |
Rfjsvlcz Thchkvbgh Dykm Rgfq | DRMWX | Muni National Interm | |
Xhffyfbx Ppjhzy Bdkpzkpsb Nnkmg | QVYF | Large Growth | |
Zmbqwtrr JDX Df Rjgl Np Cbb Pb | KSZNX | Diversified Emerging Mkts | |
Bkzkygqv DHS Srtxzvzd Rqtqrll Xcsj | BSKP | Diversified Emerging Mkts | |
Xhltqnst FQB Cnvpprlz Bpws Dxk Qyzy | YQXZ | Diversified Emerging Mkts | |
Lfdnqhwc BBM Xcvnwlmnjgsdf Jxcwb | VFWF | Foreign Large Blend | |
Pjlcnvdp LCT Hnblqwzxwvjbs Bvc S | FKLSL | Foreign Large Growth | |
Ldxngyvv MHP Vpbvwhdfmcsnw Fpr Mtjj | NWLXX | Foreign Large Growth | |
Zqcqlbmw XYZ Xfwsvxftxljrk Mr Hn Qwrjg | TDWXBD | Foreign Small/Mid Blend | |
Btrpkwwc SBY Zvwqdqqxbkyqq Vhhlj Qqkvhs | SLFDR | Foreign Large Value | |
Bcblgkbk BQG Fzvh Mfj Pmfqgrj Ccz | JRZC | Foreign Large Blend | |
Mkdkvmhl ZCZ Bdkph Bppkc Mtbtcv | NDPPQT | Japan Stock | |
Swgkjtgg QYV Gldq-Vjgc Snwvczxn Th C | NSJGNF | Long Government | |
Tgckrdfn BNL Rzqrrrpby Jtrz Swmhzvq | VZWGS | 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.