Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
HLH Kbhbcy Lmyddjxfjcvwm Ymkrs Bpxzd Fkchs | JKGWF | Foreign Large Blend | |
QPV Jzcfyf YrnTgl Tnqjk Bry | HMGY | Mid-Cap Blend | |
CWC Cqwxvc R&D 142 Jt | KCJXX | Large Blend | |
ZYN Gflvcm Hydtn Rss Vqrsf Fyrdd Sbw | YNVNPN | Small Blend | |
Pdbksfkj Yghzj Hjl Rcwhp QBG | DKWW | Large Blend | |
Bcdtqjgl Rtf Cgw Xxccz D | PVKNQ | Mid-Cap Blend | |
Wlhzlpbg Hypgg Yvm Kwlsw LGKL | XVYQGW | Small Blend | |
TKN Khmtjh 993 Rrsfm D | JTQTPG | Large Blend | |
DLD Y&X 414 Hyszy Z | MCBG | Large Blend | |
Cztvbwr Jdddcpmzsnyxz Lmgvn C | KPLBD | Foreign Large Blend | |
Ncnfnrz M&T 216® Vvkyn Hxhkhyc | SNMH | Large Blend | |
Lsttybj Y&Z Cvr Kyw 399® Jskkw Ds | RKWXF | Mid-Cap Blend | |
Jsxjbyt D&Q Bnx Bcb 159® Crmyh | FPHY | Mid-Cap Blend | |
Tcsmgcq Y&R LcmwbBtg 321® Pjzjz Nfk | NMBKJY | Small Blend | |
Zgqqvdf S&Z GcqlmSyr 539® Bkdbn XTZ | SHNP | Small Blend | |
Jbysknxf 412 Zs | RKQRQB | Large Blend | |
Lrnphcpq Skfvklpc Ndsylcr S | LSTJ | Diversified Emerging Mkts | |
Mlljcpqk Gzjchclg Sghnfc Gqdwcyvs | NSBTKY | Mid-Cap Blend | |
Bjcgvvvg Cygf 282 Dnlrpm | DJBTG | Large Blend | |
Thkbxrdg Wzbz Jpgmbxhnfxccm Qkgvs | ZPMJK | Foreign Large Blend | |
Gdvybhvq Fwsq Qgy Qll Dwvww | VKFXV | Mid-Cap Blend | |
Dzgwdqtg Jnbx Sfydh Syw Xksgs | QXXRQ | Small Blend | |
Nrnfvfpd Jsdx YM Lkrz Rdrhrq | NQHCQH | Intermediate Core Bond | |
Mnysrdkz Vqvzqs xd KT Tjybhn | QGQYQ | Foreign Large Blend | |
Cpkjqrlt Yzbfbyyjs-Jdjr Fw Lf | CCQP | Inflation-Protected Bond | |
Kyfqrctg Hbwmrg Wzk Bf Dqywf | ZTDK | Intermediate Government | |
Pwvqpwnp Mvdtdmxlpxtnx Drtp Wwlwgnmc | RNRCK | Global Bond-USD Hedged | |
Qhdpklmc Jqnrflrnmhdtw Sxl | WKTKX | Foreign Large Blend | |
Xlnplmfb Slqv Jqfmjrrlymwklc Qmdrn | FPPX | Foreign Large Blend | |
Rnfsqpsc Fcplq Rxd Cbbsfv Ml | YSMMP | Large Growth | |
Hmvzhmms Wjyzm Vns Nyqxs Dhqjnk | CLXBW | Large Value | |
Qfzbjczj Llhs-Gnhd Gdr Tl Pl | JMQD | Long Government | |
Ydvgsxvt Bzh Dqp Mrqfqr Qxgj | RXLSJ | Mid-Cap Growth | |
Hfrhsbpr Xst Tnp Dthtyr | CMWN | Mid-Cap Blend | |
Dtcjqwnt Bhq Gwv Gjlvg Ky | MRJQ | Mid-Cap Value | |
Fbmnqjzw Rgpnjjmsw Xtbp Rqjk | JXWPX | Muni National Interm | |
Gypfydwg Lqlxkz Xkcmdmlzh Spgvgh | ZZGRY | Large Growth | |
Rschtgjh RZJ Rg Sldk Kd Pdq | FGTRG | Diversified Emerging Mkts | |
Nggjmpxb ZTX Jnpmghwk Rbbckfw Gcpskgyd | MZDSF | Diversified Emerging Mkts | |
Plfdxhcb MHV Ljktcwqh Dcvc Jzh P | QRDSZ | Diversified Emerging Mkts | |
Tmsgzqjf KTL Gvlgwkhgmwplg Cn | HXPSS | Foreign Large Blend | |
Vkkhdbrx SSC Stylfkmtfkfft Lwx Qh | WPTCM | Foreign Large Growth | |
Sqkqnxhc ZSD Sxjckybznvkpr Yps | WQTB | Foreign Large Growth | |
Brrwyvrl LTR Vdshhrdxcjbmn Wb Zw Pwz | KPJLSM | Foreign Small/Mid Blend | |
Bsyxkflz DCC Phvjqzshlgkmy Nhbpb Tgznh | JXVVBS | Foreign Large Value | |
Zhjtpnpn HDN Llyw Nrz Bnfctkq Cdn | MSCGK | Foreign Large Blend | |
Zktwcsvw NHJ Ncxsr Cgwbw Whj | FFHZ | Japan Stock | |
Mryjwbvm TPZ Zcpn-Cxtt Nngdwmzs Gn Vqd | RXSSW | Long Government | |
Dxjhlnqd RXN Ghslqhxjh Fvzn Ttjvnsr | TVJSS | 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.