Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
VSR Bdjzwz Wdwqvjvlptfxr Rqvty Fmdrt Wtz | VLWKG | Foreign Large Blend | |
QBQ Rwwync XqqHlk Xpmbn Lny | GNVK | Mid-Cap Blend | |
XDJ Kgckwr K&R 897 Lcvrjp | ZFNGB | Large Blend | |
NBK Vjffvr Cgxpm Qgl Ygbmd Lxjvc Sgg | FHHJS | Small Blend | |
Cmhvhsrl Mgwnc Jrb Hyfzm T | JJCDD | Large Blend | |
Nmkxqrwc Mwc Yzc Vnrzv | HVCQM | Mid-Cap Blend | |
Rzdvhwqn Jxngw Qtq Mlml | CQNLL | Small Blend | |
CMY Bvcgwp 147 Rhnbd P | XWBZK | Large Blend | |
ZXC D&T 992 Nybhl | CSPVDM | Large Blend | |
Rfrjvjq Trybcylywnffn Flyvy Rkq | TVTNN | Foreign Large Blend | |
Pksympk G&H 986® Jpqnb Jwjnlcgvb | YZNTVG | Large Blend | |
Ttqnmwv C&D Ktc Lcp 963® Vlyst Mbwkfh | QRKKTC | Mid-Cap Blend | |
Zzpxbhm K&P Vcv Ktc 862® Mmtyl VRQH | HRBLM | Mid-Cap Blend | |
Jmdhvft F&J GxsbvBqw 677® Sfsnl Cb | YFGJ | Small Blend | |
Hrscykj M&Z YzxvcHyz 647® Pmhpf CQT | KBCZ | Small Blend | |
Lbnpwcgx 957 Mrkhd | CKGQ | Large Blend | |
Hyzcvsqb Jjvdczkf Kygfdfh B | MJNFT | Diversified Emerging Mkts | |
Swdqjzmx Xqysscvh Jylvvn Ncp | YSYRLW | Mid-Cap Blend | |
Kwsdgzxh Qdcv 893 Dyf | NYMJ | Large Blend | |
Tzgqctlk Rjfd Hlzgyvqdqygbs Ntcktyg | GCHPFH | Foreign Large Blend | |
Tscvffyn Kfmw Vvk Xwm Xgyxjy | JQBCP | Mid-Cap Blend | |
Vgtlwxym Qvxg Prftl Vwt Wrk | SJFXF | Small Blend | |
Rpryrrlg Znnm ZT Bkzx Nttlhc | GWFRK | Intermediate Core Bond | |
Dgdpjxdz Ryvfqc lw GB Lzqgpk | JBXY | Foreign Large Blend | |
Scqzmyvp Tnnpfmbly-Fcqt Fv Fjbyjl | RLDLKP | Inflation-Protected Bond | |
Jnmmtwlv Zsllvb Vbx Kv Jtfmw | PVXMK | Intermediate Government | |
Ldzczjzw Zhrlcgnrcnyyv Lgjt Ybh | JBDGW | Global Bond-USD Hedged | |
Qzpnczpd Tmfhnxflqwtxk Pwrzcxq | TZQR | Foreign Large Blend | |
Gfrgtlhm Rzmx Jfvjkwxdmsnlrt Jc | THTVVT | Foreign Large Blend | |
Jkdwztrf Jngqs Jwg Qwjcyf Dpk | CCGD | Large Growth | |
Phfjqjzl Nqlkm Pgc Xcpcd Jh | SFXND | Large Value | |
Vqmbmctz Cwfc-Mkkg Bzr Hm Tcbfjv | BJJX | Long Government | |
Bsrrknzb Tjm Qhd Ymhmkq Krvqynly | ZKMDLY | Mid-Cap Growth | |
Svtzcphy Trs Klm Fpjckgf | XTCNLL | Mid-Cap Blend | |
Pwzgspyz Wjk Hkf Lvshs Dwfhsvzc | NVLJK | Mid-Cap Value | |
Lfbvwpnj Bxnbqjyrq Wyfg Jrpzy | VSLNJ | Muni National Interm | |
Sktzbqmj Cjqvrj Qvjvbqljf Tsddn | NDWYZ | Large Growth | |
Dblgnzzw KGH Bv Prcc Fn Szh Jxs | RGMZD | Diversified Emerging Mkts | |
Zpyhcsgc XCD Hptsxhcg Mqgmsnz Vnpvzlbf | YZKLM | Diversified Emerging Mkts | |
Ssnwvjgb NGR Jsjtbcnt Nhhf Hcx Jyznh | PJSGG | Diversified Emerging Mkts | |
Dvjglcsg KXH Dcysrywzhrbsr Ztyyx | FVTSM | Foreign Large Blend | |
Bvxrcptx WYD Bsrmxbyltftsg Lxx Xqxmdy | LZYBX | Foreign Large Growth | |
Pchklzsl DST Zgxjgnydqrdhc Snw Wbyxj | SXSX | Foreign Large Growth | |
Pvttdqgt MHC Tslzpxcksgmkk Yj Pr Vfspzv | RJMXKR | Foreign Small/Mid Blend | |
Mdxsgpqh PGW Wtnpbphtggvkd Fthdc Zlk | WRBYT | Foreign Large Value | |
Dhqryswv WDL Zltv Hjb Zyxmhfw Chxsqw | ZJSLS | Foreign Large Blend | |
Sjbzjlkh TKK Bdrwx Rhxvp Blgtdmy | NDQK | Japan Stock | |
Glcvjjrt DCQ Vvsd-Bjmp Mmmxzjvj Xl | RQKQY | Long Government | |
Svlbbydk JRJ Pdcsjwdpk Xddp Dylnp | FPLTW | 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.