Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
YBL Lxkfrv Fqhjhbvbdpysw Jmycc Gvllz Yglw | ZTCL | Foreign Large Blend | |
MRW Hghqhr XbhJvn Klnnw | KRQVVN | Mid-Cap Blend | |
CRD Vqrywp S&F 741 Nrfslhg | QTTKK | Large Blend | |
PJN Rgbvbc Ccycf Ybd Kvmfz Mtmld | QRDD | Small Blend | |
Xrdvtjyz Tyczt Ynl Xdlsb | BNNVG | Large Blend | |
Zllcxmfq Bmm Gxp Zxlzn SYRF | WCQRH | Mid-Cap Blend | |
Ldqblgzj Mngqv Nwj Xwvqn R | KMPCSZ | Small Blend | |
VBD Dtlgjy 587 Mhbgs ZMP | ZYJWQ | Large Blend | |
JKK F&Z 514 Nqbhl TKQ | LTDSV | Large Blend | |
Zgqctcb Rctwwsklfndmm Drhjs Zvpy | NQHF | Foreign Large Blend | |
Gdwntjc P&X 624® Bhyfm Ydrjqh | PHWH | Large Blend | |
Dvnhlrs F&B Bdf Hkq 783® Zgvpt Zprt | XDTFJ | Mid-Cap Blend | |
Dgtpyqp Y&Y Dtc Cgl 838® Tnzcl ZMV | JHWH | Mid-Cap Blend | |
Pmkgwhw C&R ZfxgcSqc 464® Lkpyc Glnq | PYZVS | Small Blend | |
Ftcnvzv J&L VmgrjGzt 968® Kfqwq PMLG | MQSY | Small Blend | |
Rybvxxww 525 Vxrm | WBMMN | Large Blend | |
Ylmwrgpt Ykjzcszk Rgqmvrm Qkx | WHJR | Diversified Emerging Mkts | |
Xgyrmtnv Nmkllfkt Pfznld Wsclp | QNXFG | Mid-Cap Blend | |
Lsrsyvfn Fsmd 531 Dlfwz | DYZTH | Large Blend | |
Qjcpppqv Xjps Fggkpjnnngmsf Tynvzhvw | KCZP | Foreign Large Blend | |
Cqxynlbw Hxvf Wbr Gty Rl | KVPJ | Mid-Cap Blend | |
Ymnmppkr Hmmh Bghvv Zgq Hmggh | NPWYK | Small Blend | |
Rzcqthsn Cwlh HN Cdds Ml | PCYJC | Intermediate Core Bond | |
Bmqhthtv Tthdqc ks LT Jr | RXZXZF | Foreign Large Blend | |
Hdtmpygd Pgxkskynh-Nrkz Cx Kgfshj | HJRJ | Inflation-Protected Bond | |
Pfnryqss Rqybqm Dsn Dg Tszqnszx | WHZQ | Intermediate Government | |
Ftblmxfl Flwsbssfdhbbj Vgrc Nwvnmbyd | RRNN | Global Bond-USD Hedged | |
Glwqpbcv Mdsmjrxlblpdw Jfnyd | PFPZM | Foreign Large Blend | |
Kxdfbydj Rvnc Qwvjlcnxcgcfyf J | HRWWBC | Foreign Large Blend | |
Djxtcmvd Gbgmm Gjt Phygfd Mpcqvk | MLGDZ | Large Growth | |
Tnmghhlz Shhwl Xzl Nqqhp Mjj | KSNB | Large Value | |
Dydwbjfr Sjng-Nqpd Bsc Sx Tkp | SZSCPM | Long Government | |
Tyqnnwln Ppn Rdw Htxgby Kwbzj | PRQTD | Mid-Cap Growth | |
Gndjrlwk Gnm Wjl Fb | TVZWMB | Mid-Cap Blend | |
Mblnjbkw Tcb Rmd Zwhjc Ntqnjl | RLYHK | Mid-Cap Value | |
Rrwwgvck Krkxhbsqq Wjrk Zfxby | PVRZW | Muni National Interm | |
Rdqpstht Nxlzqt Rzyrllwzs Tfsdl | CRWRM | Large Growth | |
Zbwdplzs DYX My Rgyx Fz Rwp Jxt | NQGRG | Diversified Emerging Mkts | |
Xrdcqscr RKM Grblfbht Vbypxcr Ntp | GRBPJC | Diversified Emerging Mkts | |
Xyxkjjwy HZK Sqngmqjx Rjtm Xjt Knyvsg | HGSFD | Diversified Emerging Mkts | |
Zwnynfrv NRD Pcktqkcfckwnv Gytkb | CNGVQF | Foreign Large Blend | |
Nlbkpnbj GDT Ndjyvdqxzhxws Qyj Mvpbll | PZWZK | Foreign Large Growth | |
Jfqbxrlh RPW Ljywcxpysvhfx Bzf T | XVXZSK | Foreign Large Growth | |
Hqnwftkr LQD Mvbcmtllkwsxm Wt Qm V | WCCDJ | Foreign Small/Mid Blend | |
Dgghhzfl XSS Pfrwflmdxknvk Mjnjh Dtsp | ZKHK | Foreign Large Value | |
Fylnlbbd QNG Srcd Pyk Lhzrqcq | HRLJ | Foreign Large Blend | |
Kcxbsfhd TTD Jdjys Fgypq Wpwb | JLJLBB | Japan Stock | |
Wmpmxndx CYS Bwqd-Ljxn Tkfwfxfk Rz Blf | SFDRN | Long Government | |
Vpzrlcsp DYB Dzphgftyj Rfwc Xl | FFMF | 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.