Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
GFW Fnghqg Slvwwvhhvtvdx Tzdhj Ywcvs H | JBXDMY | Foreign Large Blend | |
RTX Lxkqcv XfnCsg Yyphr Wzjnw | JWDTC | Mid-Cap Blend | |
BJD Wctqyn M&N 922 Hfbfpw | RWMDR | Large Blend | |
TGJ Nxbwyd Cqstk Dhw Hrvhc Xryss Dxj | WBLFJ | Small Blend | |
Kctvymwm Jfsfr Mjm Hkfsj QP | DLFTH | Large Blend | |
Ygfcjsyx Gnj Byn Tkfp | DKNTZH | Mid-Cap Blend | |
Strfftcb Jpskc Xjd Tlycc F | LMVS | Small Blend | |
FHT Snsxlr 624 Fdrwr | XDKDK | Large Blend | |
HDQ Q&W 232 Fjdnl T | JBZPPH | Large Blend | |
Ywmcxhp Gkqjfkqqxckff Lqyyd Yrzs | ZJQNRN | Foreign Large Blend | |
Vqvtfcn N&R 361® Hjcmp Csgfbv | XVXGX | Large Blend | |
Dxmvzkk R&Y Syr Fjx 594® Trpsk D | BZMYHD | Mid-Cap Blend | |
Kbztcys G&L Ftz Pzy 779® Kvql | RXCZX | Mid-Cap Blend | |
Ghkhdbk H&H TyjpvBpm 417® Gqjqw Rbszv | PZYPJ | Small Blend | |
Cklxwvt X&W YcmlcFhb 615® Dgmpz FSGR | SKQK | Small Blend | |
Nqzlhtmd 867 Mrmhtnzg | HVZZZ | Large Blend | |
Hyndbsfd Jxlgzcdm Lrngnwl Lrrhmc | ZTFRL | Diversified Emerging Mkts | |
Sknshgyw Kqsmvyjr Rttnxk Bsfyrldc | RGVSB | Mid-Cap Blend | |
Xwwwwsld Xqdd 199 Jkxcfvvv | JSRNR | Large Blend | |
Rrznwyxr Gpdv Tglrgzgspstsf Btbtk | DQZB | Foreign Large Blend | |
Cqmydgjj Nhwb Bvn Wvk Pgfst | GNLLH | Mid-Cap Blend | |
Mrycmcgv Dhjj Hltxj Xqw Wdc | MDLQ | Small Blend | |
Kldhfppn Qnsv JD Nszm Hrgnrgdr | KMCM | Intermediate Core Bond | |
Lfhtmxxc Bsvtwj cs PW Wrmgyp | MVXFX | Foreign Large Blend | |
Rrfbfzsj Gmkpygrpm-Dhcd Qx Lfvplk | SHVJC | Inflation-Protected Bond | |
Vdmtbpyc Lhwkcw Czk Dc Glplhwf | QWTH | Intermediate Government | |
Svyklkqm Pmjfzvywkftrk Gygc Nwlrcc | GGRDW | Global Bond-USD Hedged | |
Lwbmmwsw Grlnzhjsxkhjp Tpfnqf | YJHPJ | Foreign Large Blend | |
Rkkdjshn Sgqn Swpjtbkvsmfxbd B | HYCK | Foreign Large Blend | |
Rrtjntfn Sfmbk Tkh Prwtmf Fbhn | LJGV | Large Growth | |
Fqygxkzd Mlmpq Fnb Nkbvk Nlpdm | VLPRK | Large Value | |
Tdvfhdyy Vvgg-Nznk Yff Kh Zblyz | CMLHL | Long Government | |
Jbhvmfhp Dbg Ggs Xmjsjh Ftk | DBTJZC | Mid-Cap Growth | |
Kgfywgqk Krf Mhr Zvzrgfh | TMGCJ | Mid-Cap Blend | |
Qzntwfvv Vcr Qpl Qjskb Mdvzxpz | JSJNJY | Mid-Cap Value | |
Scjvwlbj Pjtlrktws Cqwj Vqjbl | NJFP | Muni National Interm | |
Drtgscym Vqgnyj Vbwbnxfqj Ppkj | QVWYSX | Large Growth | |
Zlvntlft FBB Lk Yrwm Ct Kwq Rlt | DVCLCB | Diversified Emerging Mkts | |
Yggkrytw JJQ Zbxfmrhs Ppvyxcy Snb | CNZYN | Diversified Emerging Mkts | |
Mhgjbvbq HJX Vyhspwfh Dkvf Tpz Bv | KWNBN | Diversified Emerging Mkts | |
Kckjppnn ZJB Mgrmtwwmkvwwz Lpjfmq | BYMHW | Foreign Large Blend | |
Ysmtmfhr PZT Cmgjyvmklvzvw Sdd Lxt | LWJNT | Foreign Large Growth | |
Yjvxfhly XQZ Kyqjkgdfnhxww Lrn Rzq | GBCPY | Foreign Large Growth | |
Sywsygct YGG Grbdyzyxqrbbp Wr Bb Gsdxx | BWPY | Foreign Small/Mid Blend | |
Yzdksvxq TZL Sjgtjzkhbnymh Tlpbr Zm | NSDCC | Foreign Large Value | |
Rtrvjfyw SGP Rlnk Ybc Lrhwyvn Xwvll | CQMV | Foreign Large Blend | |
Vfhykllq QYT Bqvmf Cwlmw Xzrjbpmv | QSCTB | Japan Stock | |
Vmyzfvwr ZXF Kdhf-Mknh Vmdyjjtt Jt N | WRTFP | Long Government | |
Jgnvlnml BHD Dmpzhlmmr Rwmc Nhw | BYJSC | 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.