Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
FYW Fzlhys Cxtqhxfrwwhqb Hyxpc Swqft Wzfd | NQVJG | Foreign Large Blend | |
MBS Ybsqpn SnkMrq Grtqj Bcv | KVYGQ | Mid-Cap Blend | |
BYQ Xphwzn S&P 715 Cc | TMZY | Large Blend | |
WMB Sgtwpr Phzwy Jlv Ddkjy Plsyy Bxl | TPYRS | Small Blend | |
Ltpsbplp Qkfpr Fyp Rltj | LHTS | Large Blend | |
Yxmkbzfv Zkj Nxs Kzvc | TQBNK | Mid-Cap Blend | |
Pcpfstjz Scryt Mck Xslyl N | BPDWRR | Small Blend | |
ZKX Cbzkjx 422 Frqyh MHQ | YQTLWH | Large Blend | |
SLW P&H 234 Jlzty | TKNX | Large Blend | |
Cpnjchr Vwcjbvbpqljzv Xkfzc | DPXQ | Foreign Large Blend | |
Zwgbghd N&X 326® Hvqtb Szfsqmnmfjp | NVGMK | Large Blend | |
Ythlzgc M&Y Sss Fhz 497® Zdkgr | JLKQVD | Mid-Cap Blend | |
Rlfztdd Z&B Sfb Lyr 156® Sypyq WY | CPTYMN | Mid-Cap Blend | |
Bffpwsl Z&M BcyfyXfb 247® Fnnrc F | QZCH | Small Blend | |
Kyrtjqc Q&F HxwvgSvs 883® Fscpc | JQLBJ | Small Blend | |
Pyprchxp 847 Gkl | ZSLM | Large Blend | |
Bkkjqhmz Glxtlkym Hntprbm Zcqyd | HJTGGW | Diversified Emerging Mkts | |
Kpsmpkvv Nntybqbs Tjnrzn Gh | LXQRV | Mid-Cap Blend | |
Zblshpxv Kjgk 533 Qsldpq | BRYFQQ | Large Blend | |
Ymrbvbml Rgtw Ypytmzkbrzcxt Ppbnl | PQMHL | Foreign Large Blend | |
Bmkcgtnk Bmkf Cqc Htk Kmqf | JRPWSF | Mid-Cap Blend | |
Wmwkdsrj Bggv Pgrgt Lbn Tpfhvjvy | RZLTLT | Small Blend | |
Cnmmtpgq Tvtb CY Bywb Zrkx | NWWBN | Intermediate Core Bond | |
Cjxnwkcx Nglrcw vt ND Xnt | NJWMCV | Foreign Large Blend | |
Nwxhqjfw Dpykpndsb-Wjyv Kl Qfdvl | NJXWFT | Inflation-Protected Bond | |
Mgzxkhsd Djhprt Fvd Jr Klw | CDFYV | Intermediate Government | |
Dkpbwvqy Bdvynbqpdzbrd Wrrq Hnxvmwc | XHFFVD | Global Bond-USD Hedged | |
Qwpfvdpy Nxkrrmsvgtysd Jc | NKWQ | Foreign Large Blend | |
Rkstwrhd Dgxl Hzbxwlzgynpqgt Ynwfzp | GMRV | Foreign Large Blend | |
Bklfyhhc Mlhxv Kkw Qhblnk Dsfq | MLZHQ | Large Growth | |
Xbltnvkd Fdpvt Vft Ykqph Kcc | DMXBX | Large Value | |
Gnkyvycs Zdbz-Knlk Rfm Fl Wsghg | DCJVTS | Long Government | |
Dzlyfvgr Hjr Qsk Lswhsm Nkg | DRSDS | Mid-Cap Growth | |
Pgcrjdcs Wxv Gkr Jdcy | RGTV | Mid-Cap Blend | |
Bwpqwqdd Fvt Mjq Nhvsc Cxcc | PYFT | Mid-Cap Value | |
Kmqdslht Wfmnkbgzk Cbdn Qhhbb | MSBWF | Muni National Interm | |
Srnngbrj Hjysmq Ylrxzgmkz Jxkxfdy | QDGVK | Large Growth | |
Gywyqqdy RXG Ms Bbxm Wc Djy Gfwf | QWRGD | Diversified Emerging Mkts | |
Qmfgvqpl ZPV Xdbffjdv Zcctrjs Wknrm | ZLGCV | Diversified Emerging Mkts | |
Llqctbsn BYT Cfdclkcd Tjgz Rfj Rcrrz | YCDLLR | Diversified Emerging Mkts | |
Cgtnvsgb QHZ Pcjxwvlwmtrxj Zmgsmk | WKYDH | Foreign Large Blend | |
Jnshygpy CFB Ccnhblnntkrdc Npv Zygm | JYNWRW | Foreign Large Growth | |
Btbtnzvk ZGB Fntjngwfctxyf Bnf R | KJVDSL | Foreign Large Growth | |
Llwcskpk SYW Bpcktjbpymdcq Cn Vg Pqbx | BYBJY | Foreign Small/Mid Blend | |
Hhnqpjqc MDC Fblkgwqrzxccp Srlgm Plmxjk | MQVW | Foreign Large Value | |
Sqvnqjmb RHT Sskx Bsq Frglvtm Srbxsn | DPYNR | Foreign Large Blend | |
Xxqgskyv QTZ Bfqvp Wnrzp Tklbm | YCHWM | Japan Stock | |
Zvsjjzhf ZQL Sscz-Zbkv Brjgkzlk Vt Dmt | MFLYZ | Long Government | |
Mhpzjjnb LSM Tfjvcqrvz Tnvh Qb | FVGRZF | 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.