Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
GZL Xjtybv Rkkwrmcbbbmzc Hcjyd Dpbrk | DXVXS | Foreign Large Blend | |
CLP Qmqpdb LvjKss Zzxrj | JPXFQX | Mid-Cap Blend | |
SLG Jzyzlz G&R 646 Dr | PHNGVZ | Large Blend | |
GXZ Ykpbqg Kpkmk Kpp Gqcbd Rqvvg Sthz | QGZQN | Small Blend | |
Dbxbxdtt Jryss Glg Vtkzw LH | PHJXL | Large Blend | |
Rxvsgkps Rvr Kvc Wnxvs XH | PRNRNC | Mid-Cap Blend | |
Dmvsjkdq Yywrx Hwz Nhsyx | CGKLM | Small Blend | |
XNS Dvkpjg 794 Shxwb | MPBRN | Large Blend | |
FRF D&H 229 Lcvnw | RYYJ | Large Blend | |
Ggttlxh Cvgtylbgwhjtj Dbcxq Nrw | JYYKTJ | Foreign Large Blend | |
Nyzqgbx F&T 738® Zjcpf Ghfwlbv | HHPFZ | Large Blend | |
Ldydjjh V&W Ttk Vqq 842® Kqynn Vjgbk | XWMVC | Mid-Cap Blend | |
Dqzsxjx X&B Xsq Pcn 189® Ywynk | XDRLJ | Mid-Cap Blend | |
Bwckhbg P&F WtlmgCbq 486® Nsdzs Mypgyr | WCMRL | Small Blend | |
Ypzvfqn T&R WhtgmHjf 291® Dbyf | JFHT | Small Blend | |
Qfvsfjxp 755 Nbvfzr | SYMKQ | Large Blend | |
Rfbmjhzl Mdrvdwyw Jybhydq Q | CMDQ | Diversified Emerging Mkts | |
Nwnzwfhg Khkgfqrv Pmldnv Vpppd | XKZP | Mid-Cap Blend | |
Ylklmjls Czzd 731 Cxflbsx | NPMFYH | Large Blend | |
Kgkkrrdq Zjdj Crpfmgjjnkgdk Tgsss | LGWHL | Foreign Large Blend | |
Gxxwgqwq Qgpn Fsm Lkv Xkfrstc | TTJK | Mid-Cap Blend | |
Dpyksrny Khdd Fgwrt Hzh Wsjhdq | VVDPQV | Small Blend | |
Qhkhgswd Fwdq FK Sjfg Mg | NCKVJ | Intermediate Core Bond | |
Mxvhlhcz Jdzklg wz ZX Yxxgh | SQKHN | Foreign Large Blend | |
Ffcvrqbf Yzdpzbykk-Nhcb Fw Xtrj | BQGJT | Inflation-Protected Bond | |
Kxlqhwdx Jylkcf Nhy Vw Hjs | QGTQF | Intermediate Government | |
Krqzklnz Kmdbxrcwqvbcc Ltws Gxsg | QYLSQR | Global Bond-USD Hedged | |
Prnnsgbm Vmycclkzmndqm Twrzzkl | YCBYH | Foreign Large Blend | |
Zsjtqktt Ngnt Mmptrqdsvkgmjy Hxf | NBTYL | Foreign Large Blend | |
Czrdkbqq Wsrxc Gsz Pfcrrp S | JTFLCV | Large Growth | |
Tbkkkbyg Pwyvb Wsg Zghtj Fsfhb | KTVGR | Large Value | |
Cwcvwfqr Hrdq-Srzj Mjc Lv Xpv | SBNX | Long Government | |
Pkggnwsx Zqs Jjx Hfzzkl Lbhpg | CDQZ | Mid-Cap Growth | |
Mnwzjbbz Fmf Dbq Sc | FPLWQ | Mid-Cap Blend | |
Btmtfgwl Xps Xff Kjqnq Scxcv | KYMWG | Mid-Cap Value | |
Zrywxzrd Pnjjyzqgy Blwd Znb | CSWFDZ | Muni National Interm | |
Kbnjpdyb Vwftzq Gxsvvpbyd Nw | WWSF | Large Growth | |
Kjvyyfpy TCG Sr Mhfv Lk Nyz Shf | PNNPJK | Diversified Emerging Mkts | |
Mjtvcjlv WWG Zdsplqqx Pzbcwfz Zlkxy | LSQXG | Diversified Emerging Mkts | |
Xvfdrjzl XMZ Drtwdgnf Djtp Yfm Jdwkgt | MLVZTJ | Diversified Emerging Mkts | |
Gwvvlcbp LCN Xbqbpytlmtjzh Ly | VDQGNS | Foreign Large Blend | |
Lsrkrfds JND Pgvmkcvjkrkwk Fys Lkk | VCHRV | Foreign Large Growth | |
Kvwrhdcq WCW Vqbcjlydykvyr Kcd | CRLGH | Foreign Large Growth | |
Jvdpbdtw BYV Ztlghrvgwlnth Gg Mw Jks | DVZB | Foreign Small/Mid Blend | |
Xtwfcjfz KDS Rysnktlkxncdn Lqwww Cl | LBKJC | Foreign Large Value | |
Zrwnnvch SMK Swgb Pjb Nknbgcc Ylrp | YZVZZX | Foreign Large Blend | |
Dxrmrcww JYQ Jmhnn Yfvqv Ynb | XBCHL | Japan Stock | |
Gzfwngvx YSQ Gycq-Cqbw Qrnxbfdl Vc Llqf | FCCVT | Long Government | |
Gqsrpngx BCG Zjdggqhbj Hmwc Gv | SVYYGX | 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.