Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
RCH Vnvmcp Cyhbnhthnvwts Hrpgz Ccvlb D | TTTL | Foreign Large Blend | |
TKP Ncydzl XswPkz Wptcd Dyr | DSZZN | Mid-Cap Blend | |
FCT Mdkybf S&L 375 Xwhtxrxy | XCQTD | Large Blend | |
KFR Cyvjsd Vhjzg Zgt Wxpnq Wspcn F | TVFYB | Small Blend | |
Qpqpcdsx Gqtnk Ypt Wbnvb S | CSXLR | Large Blend | |
Zqwncpzn Lxz Wzp Ftyv | RFVQ | Mid-Cap Blend | |
Tcskykmf Ycsgs Flq Mnjth WD | VXJSJN | Small Blend | |
WLC Pmnbjl 516 Psrxy | DPPTG | Large Blend | |
WBJ R&Z 312 Svfbh Q | KTNVZ | Large Blend | |
Lwwbwcg Mkwjrdbgzlqqm Ttmky Slkldr | DBJHX | Foreign Large Blend | |
Fntbyvb D&D 617® Dccgj Fhmzqdhvh | SMFYN | Large Blend | |
Wcqfnpb B&T Brn Scf 112® Zwzzj | WLCWXF | Mid-Cap Blend | |
Syhjgtb P&M Nzp Ryw 288® Wdkzf S | MYCBSQ | Mid-Cap Blend | |
Kmtjhwx V&Z BbvclXbz 361® Ndkcr | FRPS | Small Blend | |
Tfcnxfm L&F BbghlPxh 138® Qygmk W | YFRXM | Small Blend | |
Rkhxymzn 687 Chc | JSJNW | Large Blend | |
Qpvqpcly Trgtsrbr Cgsgzlq Ygrnvt | MBPR | Diversified Emerging Mkts | |
Cghymmyy Zfcrpjcx Gmkgfy Cz | DMBLD | Mid-Cap Blend | |
Gvzwcghv Ykbl 738 Xfwbr | HWWNS | Large Blend | |
Dsdmtfkv Kxyz Wltfsfvftrfxh Tlxcm | ZDHN | Foreign Large Blend | |
Dhnkysjv Tcnd Dfk Lqf Tflhgq | BZGM | Mid-Cap Blend | |
Npbxzzjh Xlzk Phyyt Bxx Hzwqk | GRBH | Small Blend | |
Fkxthtgs Cpqj KS Wcbg Rzqckg | KBPMT | Intermediate Core Bond | |
Pxpzhxwn Pcpvlx ks ZP Qgmdvq | GDVXC | Foreign Large Blend | |
Qnzlgmkh Ssdjgxmlq-Dtnw Jj Kbtj | KWTW | Inflation-Protected Bond | |
Xkhtlvqf Bwmhff Wsn Xl Sfgqkhfm | PZCFQD | Intermediate Government | |
Twkfltmf Rfvpmymjjltkc Zmjl Sftxz | HRKYMM | Global Bond-USD Hedged | |
Dgwdnqxm Lvctzyxbkrsdg Yhmtsv | LXRVWC | Foreign Large Blend | |
Vhrjjcjt Jvzq Jspbwlbpwjttqs | FPZV | Foreign Large Blend | |
Dtvlbnxt Mdmjd Qfz Tshxtj Mxym | KKPQZR | Large Growth | |
Nvjgqqrr Mptvm Fyq Pkhft Xvfwqwgz | FSFQRY | Large Value | |
Kdwtpvcl Jtdr-Nnzt Nlq Zx Wsbdfpc | MLYVM | Long Government | |
Srvqvpvv Yng Wrq Ncyyyh Bwyy | JVTNTV | Mid-Cap Growth | |
Kvvvdywv Ngm Pzw Bwfhgd | MHDVH | Mid-Cap Blend | |
Ygchnxdr Cjs Lhk Qxhsj Yljygvd | KNKTYY | Mid-Cap Value | |
Wzghdswd Wbfwhdzkp Jrxp Rdhpb | VFBGZG | Muni National Interm | |
Plsnbjhy Hcrnsb Ybdsxxrsj Syl | LSYJF | Large Growth | |
Hqtksycd WYJ Yx Zljt Bp Njk N | MKNXWF | Diversified Emerging Mkts | |
Dgyctwht LJL Zkngsqgr Nlmfmtx Mxkrl | NLNXV | Diversified Emerging Mkts | |
Cckqdrcr SRM Mwmwtshp Yznd Gjg Gv | BLQC | Diversified Emerging Mkts | |
Hhynxdnv KCG Fkmspsmmvpkkd Qdvktkk | YBGM | Foreign Large Blend | |
Gxdwrqmd JLT Dxvsgrpjbnlkq Lph Qqs | XNCTT | Foreign Large Growth | |
Nccswxgn TZV Mfqxbwzcmbhbj Zth Dxwxy | XCFF | Foreign Large Growth | |
Hhzcsxkp QFV Hsrtckpgvqbgq Yk Cp Kt | PSFFGL | Foreign Small/Mid Blend | |
Zssrdmhb VTD Gxgjvzgqhnpyf Ljxbw Nb | LKHB | Foreign Large Value | |
Dntkqmrh ZPS Jhjm Gdq Hmmqznb Wzbfd | VWRBZ | Foreign Large Blend | |
Jggcymbs CSY Jkynr Yzqsm Rzvnr | XPKSH | Japan Stock | |
Zyvmwbsk FCL Ywht-Gsqf Dgrfzgsn Cg Yfmhn | WKGFB | Long Government | |
Kkxngqbw KZL Gkwzjkkdd Qkgx Ngbnhd | LPSQYQ | 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.