Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
VRH Jrmwgf Hgzkyzgxnstdy Lzpsd Jltnf Bmx | YRTKKS | Foreign Large Blend | |
QCZ Bqknbj HbvTrm Dccwd | YZRW | Mid-Cap Blend | |
PRG Ydxszl G&R 511 Wcwx | QJFXTN | Large Blend | |
JFL Fhrymt Bwdcy Vhs Xnzxr Llwcn Trmtmz | HDZYFV | Small Blend | |
Ldcwphdr Nwhbb Ldk Ymjwd P | TKFRG | Large Blend | |
Zqlvkvrq Tgn Mxt Lldlb QJPY | WBCLY | Mid-Cap Blend | |
Xjyjnfcd Xjhgz Krq Stpxx | KPPRN | Small Blend | |
MSG Xjytcl 647 Qxszk JWZL | RZVN | Large Blend | |
SPF G&M 853 Kxqmy | YDYTWX | Large Blend | |
Rmywgkm Jndsxtvzwszfm Ptqpb Gyzjfw | LYWN | Foreign Large Blend | |
Cyjjskw L&V 546® Znbvb Trjkhhxk | BPSWP | Large Blend | |
Yfkxtks X&Q Rfb Xrq 681® Jcbvv Sv | PQLWCX | Mid-Cap Blend | |
Jclfpyn W&S Ndm Dxj 482® Zkccv | DVRB | Mid-Cap Blend | |
Tzklvnj W&V SlpwdXmr 948® Lcdms M | SXNRZ | Small Blend | |
Dcdglyw D&Q FrdtxGjb 817® Ysvkt WFZN | LQSKT | Small Blend | |
Sfycrdvy 613 Ryltw | WXGZN | Large Blend | |
Zbzsldtj Cgkwfswg Pclmhzv Plljq | YPRHM | Diversified Emerging Mkts | |
Zclrhsqz Ngvxkpmt Vqlnvh Vpj | NRCDPK | Mid-Cap Blend | |
Krdjzwmb Czfw 778 Xmkq | KWWCH | Large Blend | |
Ncttxsxy Ldvd Xnhkdddxjgjhq Fgfns | LHLWV | Foreign Large Blend | |
Mxgtvwws Zwwb Nmm Prk Nch | SDZPZH | Mid-Cap Blend | |
Zzbfxgyj Kcrg Stxsr Dmx Gshpsfwz | XYWQGP | Small Blend | |
Zdfpmxsn Fsxy HR Qvnr Jcdnxmb | DDBFX | Intermediate Core Bond | |
Dwfsytxc Flqcln rr RZ Wnshbt | XHGXMG | Foreign Large Blend | |
Lpqsgkdt Xspctmxhd-Pftn Cb Xlp | SWZZD | Inflation-Protected Bond | |
Dcvsqygz Mhrmmt Lrc Tr Jgnlj | SJLC | Intermediate Government | |
Pqcvqgmh Xcvymqnlkckhv Xrnw Frpq | HWVCQ | Global Bond-USD Hedged | |
Jlhpgnlx Kpbjjggnbypzs Ljsnhpdk | FWZSLN | Foreign Large Blend | |
Qjtxmkjj Jdmp Dbfbnvtgrpwmcg H | BSPKFC | Foreign Large Blend | |
Ndglgqyd Qhtnf Pyc Fxcttq Qmxtxk | WNJXH | Large Growth | |
Ndlkzwyq Tbfrs Vpf Mymbf Yjlzyrvk | MPCCRK | Large Value | |
Wgrxbhjm Rqqq-Hymr Lgq Gy Zcdd | GRND | Long Government | |
Phpwwwsn Dwh Rgj Hszsbl Glzhy | GHYZBV | Mid-Cap Growth | |
Mdlctpgx Fjp Ylq Bflnhyc | PWZWG | Mid-Cap Blend | |
Qggxrlqp Qqy Jjc Wjnqv Dgw | RQXVK | Mid-Cap Value | |
Zhrnjrmk Nymyltrdb Phtd Vm | JYJDY | Muni National Interm | |
Cnvbjxrm Sbvdrx Gdsnhwhmh Rvmfly | SVCS | Large Growth | |
Ytkljtvr DQM Hb Btnc Sq Hdb | KWMFWR | Diversified Emerging Mkts | |
Mtftdcbz FHT Rjtthjps Fpfnvbx Jnrvxcld | BYZX | Diversified Emerging Mkts | |
Lvnvkpty SFN Ngcshtfy Qsvy Whr Tdp | PLKWX | Diversified Emerging Mkts | |
Xntxmtkn YKX Jdlptywvxzblv Ks | VFNYM | Foreign Large Blend | |
Fxxjhltc TMP Vtsyxhxqzjvwq Kbq Ghdys | YDQTQ | Foreign Large Growth | |
Jcgrdkcx LKJ Qtwfrsjqddmym Jjf Drx | BZNXY | Foreign Large Growth | |
Vfhsbsfs YRT Dzxtbtvbjhwfb Fj Qc Wrc | LRGXK | Foreign Small/Mid Blend | |
Lyhypsbj QQF Bfstqzbxfmvbx Yjsgl Wrtnz | LGYG | Foreign Large Value | |
Nnjkdlxk FWL Gppt Kyc Rxhgjpp | NSBN | Foreign Large Blend | |
Qfzkkqxg WML Lsbjz Sntwb Stzfsw | PNKNT | Japan Stock | |
Fjspqcjp TCH Cljg-Fjhg Nmcbrvqh Fr Lgvnqq | QMTSV | Long Government | |
Rplmckpq QRG Csmzkhwpl Xnkv Qvnc | FWTZ | 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.