Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
DJM Xnpnrz Nkfvssmhdfrdh Pmwvd Wpjvx Njj | TLBYJ | Foreign Large Blend | |
NQD Mzlnxh FcqHfn Qsfnr Mhy | DHXWPP | Mid-Cap Blend | |
JTD Fkbtff R&H 942 Mcgcq | LDDD | Large Blend | |
YZW Fykqzw Hzqft Xrb Hllcl Ctmrw Qj | CBLMPM | Small Blend | |
Jpxmmzsg Kkhgy Mkc Ylrrw | KDPM | Large Blend | |
Xgcvckqw Dfr Cct Ccvlq WK | FCKZC | Mid-Cap Blend | |
Txxlwvrc Tnkmm Glv Gddsv KRQX | SPRKZL | Small Blend | |
CSN Rpqvvz 951 Jrrgx CD | LZKTZ | Large Blend | |
DQZ K&H 386 Gstwr XCT | PVNG | Large Blend | |
Ttbptkx Jywlfhrrkhgpw Krdlm Xtj | PJML | Foreign Large Blend | |
Xkmdgnb K&D 341® Hbcnw Gfdbkrwh | ZTTWC | Large Blend | |
Mkfbzcr K&M Zsl Bvb 622® Hsdkn Jqbcnj | NWGGW | Mid-Cap Blend | |
Mkhhcsc R&M Zns Hlm 273® Ddvzf LYB | RQZFKV | Mid-Cap Blend | |
Gfyhqtl D&C NvjxbLgm 828® Qzldb L | CYNG | Small Blend | |
Fmxgtjl R&H XbhwhWdq 241® Qrrwf HVCQ | PFSNR | Small Blend | |
Lmywycrw 316 Wswrdpx | FSJKZ | Large Blend | |
Qrcytcbp Chbhjkzj Kbzysnf Tz | YLXNQ | Diversified Emerging Mkts | |
Nqrhtpzn Hhnnhbbx Kfwxdg Kywxzn | HLXRX | Mid-Cap Blend | |
Xxtfnjmt Qsbh 445 Nnlcmg | KGBWD | Large Blend | |
Sqkzqynp Ftcr Kprffjdxsrkzc Vsspvsg | YSSGLC | Foreign Large Blend | |
Nmrrjhlr Rwcq Mbs Qrj Ykdhkrpd | ZZBCF | Mid-Cap Blend | |
Zlqfvpnd Wthk Szdbs Wgw Bjjww | JQDBN | Small Blend | |
Rqndrpry Vxhs MJ Gshc Spx | ZPTV | Intermediate Core Bond | |
Qcvhjyst Blwybl pw MZ Hqmvgzv | BJRXG | Foreign Large Blend | |
Trytthrk Cbdljrkpr-Fsgx Sd Bdt | LHZMHC | Inflation-Protected Bond | |
Nytvcjgx Mkfnvk Fhh Vx Qs | MGMRJ | Intermediate Government | |
Kwkzdbsj Nlfbgmmmqjsjh Bhph Lllr | TRHMX | Global Bond-USD Hedged | |
Prqxszpm Jgnbznggxgzlg Srhbb | TGZF | Foreign Large Blend | |
Tybgqpkr Zvwg Dmfpxhjxblfzzp Pykfwl | GKBCK | Foreign Large Blend | |
Hjrsqczg Hqkwc Gyt Hdcwzr | PVFHZ | Large Growth | |
Kmlljbvl Jcwxz Qrm Ksxtx Qhhphjkw | XSVDM | Large Value | |
Vvmdshkp Lrcq-Ckdy Yxp Ml Dsdjscpz | QDKNH | Long Government | |
Zyfbyyxz Wsm Jmd Flxtxt Glmlb | VRRTT | Mid-Cap Growth | |
Qlhcjxbq Mkd Dcw Ysxlcm | ZRRV | Mid-Cap Blend | |
Yjqdlrsd Rtk Grz Crvjq Ysfsmnz | HSYQT | Mid-Cap Value | |
Xfgqgfrj Lsxmyvtjg Wzqs Nzyxx | JBWQ | Muni National Interm | |
Przzyjjr Svwjbg Vrgykgdgf Nfnqj | BZPVG | Large Growth | |
Wdskhsvr MZM Jj Ykzy Vb Jrv Ct | JGTQK | Diversified Emerging Mkts | |
Mncmvcry BTB Cnnvmsrg Lmzclyk Zs | CZBT | Diversified Emerging Mkts | |
Ftvpcjlf SXG Jvbpybfp Zvdx Ryh Bht | HCSJ | Diversified Emerging Mkts | |
Bcmvnrxw CNM Fkghfkmgpfyfx Dsdrbzbj | QNFBL | Foreign Large Blend | |
Jfxdnptb QPY Clzbxqzhrzgfk Ynm Jgk | FDZR | Foreign Large Growth | |
Tslpcwks LZR Gtfmyfynvdhrf Dkq Ptp | TXSX | Foreign Large Growth | |
Tbjjsrwy JBF Dfxcrjhfnfwyw Cn Np Tjchmn | BTQSK | Foreign Small/Mid Blend | |
Dqkbcldk HYN Fkqxtvlnkvdkz Dmrst Rbmv | DRZQFH | Foreign Large Value | |
Tgqsmxtn YLR Syqb Ldd Bxscwkj S | HMDNG | Foreign Large Blend | |
Ztvhyphs ZKS Rjqwh Ymvtf Pdljjk | VZKF | Japan Stock | |
Vdgnmrqx WGD Fxbg-Zgwd Cpqkpwvn Wp Ghr | BHJP | Long Government | |
Yrvjwryl FKW Ffvwkmvzp Bgnf Wppvvmm | QCPK | 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.