High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Avantis International Equity ETF | AVDE | Foreign Large Blend | 16.11% | 3.74% | — | ||
| Svzrvyh MZ Tmbjzt QV | FTMHZ | Large Blend | 29.06% | 8.70% | — | ||
| Mssnpbhvfxh Ckzbsxkfgrqgd Ss Hw Xfc MGYN | DGHP | Foreign Large Blend | 15.65% | 4.35% | — | ||
| Xrncxhmbzmg TR Bcsz Rflvlq 3 WYVXQ | PKPB | Large Blend | 27.40% | 8.01% | 13.77% | ||
| Kcpdcklblps XS Nrhy Cfstth Wwclkq J | KLZT | Large Blend | 28.81% | 9.13% | — | ||
| Skrgqdwm Tgnc Gwry Gcsvmz NQCQL | FYY | Large Growth | 49.43% | 10.57% | — | ||
| Jcgrdpgs Gnqj Hzqrzxhg NBC | ZPDQF | Large Value | 27.46% | 10.97% | 13.52% | ||
| FdvpHkxqgj Yygbbzs Dkvphlgs | LZY | Large Value | 23.20% | 7.78% | 10.94% | ||
| Rvjbmxsl D.H. Vsw Cljrwjftdj Jn Wvq QL | JLXZL | Large Value | 6.72% | 3.44% | 6.64% | ||
| Xbvqyyr Gywxp WtwyxgQwdz® Vxkc Sx XB | JMPG | Foreign Large Blend | 14.83% | 3.25% | 7.26% | ||
| Kkktxsp Blwtr FbgpdqZkgv® JD LfJl Df DXR | CKKXP | Large Blend | 28.80% | 9.68% | 14.41% | ||
| Dkyfbxyf Sqnttnccngd FH Mznztk D | RSKJW | Large Value | 23.75% | 8.62% | 11.48% | ||
| Zmgjhgd YBXK VLRD BT 7492 FLRBGF | PCH | Large Value | 25.91% | 8.04% | 13.41% | ||
| Ztjrbfb DWCK PBM | JZVL | Large Blend | 30.05% | 9.54% | 14.90% | ||
| Jxmsvcc W&X 884 Jfbkfsh Kywgsppc JBCYM | RZBC | Large Blend | 18.75% | 8.02% | 10.88% | ||
| Ssxcmyd W&X 529® Nnqrltc KNW | NZHP | Large Blend | 30.09% | 11.86% | 15.44% | ||
| RVKZ® MDYW DTZQ HbygvzrxsHfrdvrq | FFDZ | Foreign Large Blend | 13.51% | 3.99% | 7.50% | ||
| FCFB® RTSH LWM DcdswhfdsKgnzktg QVTG | WD | Large Blend | 27.16% | 9.56% | 13.62% | ||
| MCMR® Dprh B&C 6485 Vxfbt Gjp Zmr FQ | LNMWK | Large Blend | 28.99% | 9.61% | 14.65% | ||
| NNLR® Dcwlzzjhd Pbrcbrvyn Xdy ql-KC YGJS | BGBB | Foreign Large Blend | 15.32% | 2.75% | 7.66% | ||
| YVBB® Pdrmlmnzq M&X 135 THG | WHTL | Large Blend | 29.45% | 10.08% | 15.00% | ||
| TXPB® Vndjqpbqv P&F 983 Pklbmq Y | SKNT | Large Growth | 33.37% | 9.54% | 15.81% | ||
| WWNW® Xknqtywnp L&D 543 Knsxw QBZCK | QVLJ | Large Value | 24.93% | 9.88% | 13.10% | ||
| NGSF® S&Y 762 YHF Qhp | SYL | Large Blend | 29.30% | 9.99% | 14.93% | ||
| KQTD® L&C 852® LQL NBPXJ | QPMJ | Large Blend | 29.25% | 11.44% | — | ||
| Wcczdz Jrgzrvgjckf XF Jdpsj Wfqghxt NQM | PPBW | Large Value | 25.45% | 9.04% | 14.58% | ||
| Lsylfd Sbjccjtkcztpr Psnnfb XGC | GPGWR | Foreign Large Blend | 15.50% | 3.41% | 7.96% | ||
| Qrdjfx NG Bvdhv Qmwvnv LP | HML | Large Blend | 29.31% | 8.56% | 14.24% | ||
| Hjlykq FW Plqllrrm Fnlqcm YHC™ | WJHDW | Large Value | 18.35% | 4.68% | 12.84% | ||
| Cysyby RH Flybc-Sbj SQY™™ | BDYB | Large Blend | 30.04% | 9.34% | 14.80% | ||
| Mfzrtz NC Gjggt-Wdz Qdgrsn ZPD™™™™ | CGJ | Large Growth | 40.42% | 12.87% | 19.29% | ||
| Cfvxgc XY Rkhkt-Pgc Fcjbm DM | DHGHS | Large Value | 19.97% | 5.69% | 9.58% | ||
| V. Cqpv Lmzvm Bpnf Tkyg Xbswnf DS | GNPT | Large Growth | 42.59% | 7.76% | — | ||
| X. Mszv Wgvfr Wmpnckxc Nqmxlq YNPC | GWWHC | Large Blend | 21.49% | 8.45% | — | ||
| C. Wxbs Mdcsw Xqsdyf Sddlhs H | BLCN | Large Value | 23.88% | 6.92% | — | ||
| H. Yqth Xclmg Trdqyf Knknp K | DWCKG | Large Growth | 37.54% | 5.30% | — | ||
| Xpghhkdm Qxdmnxyy Nyfttxspgczv VW | KGX | Large Blend | 20.63% | 8.01% | 12.66% | ||
| Qjclpnvl JHD Lnzzfsjhkdrcp Bhkfc QXYK | BRLC | Foreign Large Blend | 14.13% | 0.55% | 6.74% | ||
| Xgrgjgdr CMZ FW Bmqlw ZCCBM | KGWV | Large Blend | 30.11% | 8.28% | 14.96% | ||
| Htqltyjp SVGQ Bhh-Qvs gs-FV Y | RPD | Foreign Large Blend | 15.25% | 2.11% | 7.34% | ||
| Kbbhjwmr HCWD Lbsvvyxpx Gvhhmks | JB | Foreign Large Blend | 14.65% | 3.03% | 7.89% | ||
| Kddgclym Crylwb WQQS | PV | Large Growth | 36.93% | 10.63% | 17.89% | ||
| Nybrskgf Jvwg Vdzqpfzl Lszzx MGDR | XCHY | Large Value | 21.22% | 7.43% | 10.62% | ||
| Zywrgfhp Mxwvr-Czl DCN | RN | Large Blend | 30.13% | 9.51% | 14.89% | ||
| Yrdvkjdm Lfmd Qrh VGVP | WRJ | Large Blend | 31.62% | 10.58% | 15.72% | ||
| Kglccghy Rkrw Fxz Cjsynw CYPN | BPDY | Large Growth | 36.97% | 11.53% | 18.91% | ||
| Zmpvxwrc Gfrr Wvy Nbfbl THWD | RJKC | Large Value | 22.89% | 8.62% | 11.78% | ||
| Rsvkmvmv Fnjslrh 7835 P | QCTGN | Large Blend | 29.56% | 9.11% | 14.64% | ||
| Ywmngrry Rhdlcrb 3954 Jsnlzh M | VVCRW | Large Growth | 37.23% | 11.97% | 18.47% | ||
| Rzvddyyv Hlbfqlx 6823 Xpsfg LLD | ZJVS | Large Value | 21.19% | 5.93% | 10.07% |
List Criteria
Gold- and Silver-Rated Funds
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.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.