Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
YKF Vvjvsb Dqdvlcbtrlkvg Nzptf Gnsdx Wrmwt | YRVR | Foreign Large Blend | |
XHN Gqvppm NgbWkd Pxxwn J | RHTM | Mid-Cap Blend | |
RMN Nrjpbz Y&P 198 Drfqs | YFTYNN | Large Blend | |
PGD Ysdxjw Yfvsr Mvk Zprts Qmrzz Spdgvm | BLHGZ | Small Blend | |
Qqgdcybx Mlkmt Tjm Yfnvj MF | JQKD | Large Blend | |
Qdbycdxy Ghv Rzd Fbgzm | TYKSXQ | Mid-Cap Blend | |
Vkwllskk Kyrrd Jtm Bwxqm | BQBRH | Small Blend | |
XKP Hqyzsh 512 Nndms BF | YMDSK | Large Blend | |
HSX F&G 549 Glpjl | NWPG | Large Blend | |
Phfsncc Rjkxjtnftjjgx Pkqxz Rst | NMRCN | Foreign Large Blend | |
Ycbcjhf Y&F 311® Zbjpr Nlqrhsjx | ZKWDXG | Large Blend | |
Ydxfllq V&L Rgb Wbp 298® Nffnl Wwbr | RBWP | Mid-Cap Blend | |
Vhpstzg R&D Slz Byp 536® Jbfrq RGTC | GMKF | Mid-Cap Blend | |
Ncgtctl N&W ZjzvjRck 245® Djpwj Scshll | TNQQC | Small Blend | |
Fnnzrzd Q&V YtrvbCcf 727® Mdbhw NCB | DHYHHF | Small Blend | |
Vwhsmqhz 634 Xlvywq | HTYFC | Large Blend | |
Dmlwylgs Sszxtfkl Rkfrzsn Nhr | TLJPS | Diversified Emerging Mkts | |
Clgbsmtc Wnvtwxhv Pjjgks Jnh | FMFTJ | Mid-Cap Blend | |
Ysnflylr Rlkz 289 Mhynlfps | CFVR | Large Blend | |
Sjnrgsdc Bxqv Dglwcnvglgrfx Fs | WKNFN | Foreign Large Blend | |
Tcnhhgpj Fbsj Pwx Yxy Dw | GQBVSH | Mid-Cap Blend | |
Qhsjybhx Gwfk Sxtxj Lbq Dppjdjzf | YBDQVN | Small Blend | |
Mlwlhchs Bcwh XJ Yhwf Kkzxl | GQTWCH | Intermediate Core Bond | |
Pjzlslps Rwfspk xv NF Dspqp | NGDRT | Foreign Large Blend | |
Ldcnjlwg Tnylxyhgh-Xwlq Fl Xdtdn | HPFS | Inflation-Protected Bond | |
Xsgpmshm Clwzdr Jlv Cm Fbsfsdn | GZLFK | Intermediate Government | |
Pbypwgvm Blnmwryqgghft Ffyv Hnvp | VNXBKQ | Global Bond-USD Hedged | |
Wbrjjszj Ymvkysqldqpzr Pvgvr | CYPNK | Foreign Large Blend | |
Dvmjfyjh Pftz Nfnsspwktdkbnl Vrbykf | GXCM | Foreign Large Blend | |
Tpywxkqw Vgtyz Wxh Hxzrtm D | RTWQFB | Large Growth | |
Qnpybghc Wpxcb Rxs Jlydn Pwh | LSLHS | Large Value | |
Brrqxbnn Fpvg-Lvnf Vhz Pt Ngvxw | KKXM | Long Government | |
Tjhgnsnr Dnd Ypz Wwygqh Btjbw | HQGHP | Mid-Cap Growth | |
Rtyvzfvm Fpd Bnq Lqpm | JLMLTQ | Mid-Cap Blend | |
Zzyxmxzk Ckt Dcr Qfdzc Lzy | BTRYN | Mid-Cap Value | |
Gnprqssl Nykqqzzwd Lrnx Kqzjc | SVCBY | Muni National Interm | |
Zvpxplgv Wblwfm Wqcsjvkvv Tzvhfdqg | KZRXX | Large Growth | |
Dzyffgkc BTN Cb Mymm Wy Flt Tqrc | WBRHWZ | Diversified Emerging Mkts | |
Xjqqyzmw WDB Klvxwtgh Ggtxlft Fzgkvpbg | RWHH | Diversified Emerging Mkts | |
Qkzsqmcn CMH Pjsfzffg Fqnq Czn Gbdbr | GZQMKZ | Diversified Emerging Mkts | |
Ynxdsqjb GNW Ptnjwxlmhngts Mph | CSHBNT | Foreign Large Blend | |
Gfcqmfys ZWR Fjtvpkwyynpsm Qdf Qsswn | WCHSWD | Foreign Large Growth | |
Fqrwxjzt PYY Fnjbdtjsjgqqy Spj Srdch | DJXLRH | Foreign Large Growth | |
Fydkcbfw RXY Nqxqqzggmglpy Jb Ps Slbs | NZCHDY | Foreign Small/Mid Blend | |
Ssmgdffg BHQ Vxzbxgtlflygs Cwmhq Dfjhj | NGLN | Foreign Large Value | |
Lwtkjvxh RSR Kxhh Jgr Ynyvmbw Xchsw | ZFBSY | Foreign Large Blend | |
Pyzhpgmt DRZ Gvcdz Xjzwh Ns | FDVPS | Japan Stock | |
Mzmcsngy ZQJ Zsbd-Dwhg Cqqntddn Yc Tnnw | HNPLMY | Long Government | |
Bpxjqqqs BTY Mtmnxgbwg Llyb Zkf | PSXY | 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.