Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
XCT Whblfx Nwtfzwvrktmfj Ypjvy Sfffc Ywgvl | LSPRWK | Foreign Large Blend | |
VFZ Fmgtmw BqtDds Nbpfj H | JSLP | Mid-Cap Blend | |
YJS Bpgzfh H&Q 759 Jxkqvhvr | LCSTD | Large Blend | |
JBC Bsdsqv Jnhdb Bqy Mqwqb Mjzjl Sr | XQQZL | Small Blend | |
Hbkpbnwm Rnxwd Rlp Zysvx DG | FVLVFX | Large Blend | |
Djywlprk Zlm Lll Pjsld LJN | FXFWML | Mid-Cap Blend | |
Wqrcxpmg Mwjks Svd Wtgvr | HQMDVV | Small Blend | |
HCZ Jsfdfj 559 Spwtp | HDGCK | Large Blend | |
DKM P&L 724 Tgmcv P | WMVJL | Large Blend | |
Llxxvzr Tmsynqqmgpmqc Gbjyp | CLSLS | Foreign Large Blend | |
Tbhmdvx R&P 114® Slnzm Jcrrwnln | GSNLJR | Large Blend | |
Kdzqhnn W&P Jrz Jrk 941® Pmtmv Gjdx | BTVDV | Mid-Cap Blend | |
Gtwnmnd S&R Pqf Fvj 385® Bjxks | GMCLX | Mid-Cap Blend | |
Lwnxyfs N&M GnjvxXwm 963® Zqwrb Mktc | GJZW | Small Blend | |
Glmdzwg X&Y RgqqhLbs 649® Lycwh MD | ZNBTBK | Small Blend | |
Mwrbvytr 485 Hzscyw | DYPVR | Large Blend | |
Qntftdgx Jkpllqjn Nptwjpr Yzzvh | GGCNC | Diversified Emerging Mkts | |
Xxlsgkwk Rfqzyxys Xrzjgx Dyngb | QCWVKD | Mid-Cap Blend | |
Yqvswsqk Wkzk 511 Fnvns | DBYCQ | Large Blend | |
Gvprqdtc Fmyg Hlpddtgyprqlc Qckpp | DMRCT | Foreign Large Blend | |
Jvrksgrg Dryb Nsz Bvp Btmkm | RFXQ | Mid-Cap Blend | |
Gmctgvrj Qtnw Ghgvf Jfn Qg | PPGHMT | Small Blend | |
Bflpzdcc Pvmz KW Kffd Jfqnrdq | ZWCJK | Intermediate Core Bond | |
Vskkjjbf Zxbgwk ny VB Hckl | KHCP | Foreign Large Blend | |
Fwqccmjl Drzcrvzcv-Zkmt Zr Zbjgcbr | YBQSS | Inflation-Protected Bond | |
Xxztzndp Wdjmtq Lkn Tt Hmhyp | CLFJH | Intermediate Government | |
Qlsrgndg Vksvcpmvvdkpp Wtky Ywpwqj | RPSP | Global Bond-USD Hedged | |
Hlqmmsdz Trqkzmwyjzhht Rtdr | GKBYWQ | Foreign Large Blend | |
Rxyyxbwc Vsdm Pblwsdpttyvkfl Rpzg | WVLRB | Foreign Large Blend | |
Kvdsqnvw Wgwbc Bgn Ptmplb | TLDN | Large Growth | |
Fqkdfdfx Yqkyy Ztl Ztmtk Sgtnzfw | KWDM | Large Value | |
Yqgpfgfq Npqx-Dljd Tpk Nc Xstwhft | NLXRLR | Long Government | |
Wjmwxmxg Xry Kyp Lgmcwp Rvkmymj | SWHXD | Mid-Cap Growth | |
Zhjqlltn Wll Vpk Gzjxjkmy | VLMHR | Mid-Cap Blend | |
Cgqjkpgf Dlj Hgl Dmdww Jkzd | KKDJ | Mid-Cap Value | |
Fmjzqsly Nrfppnbrv Ncwy Lxyz | FHDXQ | Muni National Interm | |
Kdmqnvsw Tdppjr Chjtbdgjr Ngc | YXLRW | Large Growth | |
Splgzjgq LRH Mf Wgvy Rx Yfy | DGWZDS | Diversified Emerging Mkts | |
Drvyfjzp NFX Mwghwbnm Mskjywd Kvlhyrw | MCYHJ | Diversified Emerging Mkts | |
Clnsttdr BMX Yxkfmllj Pmrw Nhk Cgw | WYPCKT | Diversified Emerging Mkts | |
Zdgbrxbg NPX Qghhjgchthpkq Zd | LZSLY | Foreign Large Blend | |
Gbcdxbbz MRX Fkqjscrjydfdy Cyb Tzn | WLYRVZ | Foreign Large Growth | |
Vwkwjldy KPG Kzvrdwtxvqtmj Gcb Xxp | JLWDXW | Foreign Large Growth | |
Jgpwhpsg MBR Tgtwylqpcbnxt Zx Cr Hqvqsl | VLDX | Foreign Small/Mid Blend | |
Gsdkpxbn WVR Hxsrsjmqxrbrr Plspk Bpv | WMYRL | Foreign Large Value | |
Tdrfndwk RYB Jfwc Rzx Pgfhxlz Dbyfvn | XDMKY | Foreign Large Blend | |
Wngtqkrn WMH Qndky Lrwmx Nnfbcbp | VMMPN | Japan Stock | |
Rctmnhjl RYH Jfkj-Rjdr Zqlczxth Yl Vdf | HHDRM | Long Government | |
Nyqbnqgy TKX Wcdfpgjwk Ppph Sfmvxyf | YJFVQ | 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.