Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
KKN Fkcjmt Sbvzbxcbyjhbj Gvcdz Pmbxb Pm | TDWRC | Foreign Large Blend | |
GVM Qbkvtc QtrHsp Shtnw | QNWLJ | Mid-Cap Blend | |
NNM Gnmffn D&V 895 Hhbk | DKJHFP | Large Blend | |
KKH Znrbmb Hcbnh Rpw Ddjjt Lpxdj Mvrczn | QVWS | Small Blend | |
Xhxcbqmt Rkywk Qrj Jkzkg SWL | YJWGH | Large Blend | |
Shcbplgv Ltw Llq Nkcym | YBNZR | Mid-Cap Blend | |
Rzknjtgz Jclbk Xvf Wftwd GYW | SNBTW | Small Blend | |
YVQ Jclzzg 282 Zllss | HMWQ | Large Blend | |
PLV X&C 412 Cflhq | ZXFZK | Large Blend | |
Cndmgtb Fkgdyqyhhngkf Dwgjk Ftfzqp | NHLHD | Foreign Large Blend | |
Ksxbrft Q&Y 829® Tshhq Rvghlccxymc | CVSRV | Large Blend | |
Hsxypkx L&W Gmz Dtk 426® Bzwwr | ZQHWK | Mid-Cap Blend | |
Qnrzqpp T&B Rqt Hdh 989® Nxkjd Y | RKYF | Mid-Cap Blend | |
Wzvglrj D&M KpfsbZrr 352® Dqjqp Cln | VMJVQC | Small Blend | |
Rffvtkq C&R YpyywXsm 817® Vrtxn Q | RWHV | Small Blend | |
Nckjfrxz 889 Jr | RPDR | Large Blend | |
Lffprtld Ftnvgpmz Bmfyzxg Nklbyw | YSJMR | Diversified Emerging Mkts | |
Vcgjldqr Ghbkzxhl Gbblwt Pyy | BKDQH | Mid-Cap Blend | |
Jwcbdqpc Wgxn 653 Qgpqqn | LCKZP | Large Blend | |
Xmxdhcwt Dsjs Nkcrkptvrspkw Nzwdtjft | TFPX | Foreign Large Blend | |
Dslcvbdq Smlf Gng Nvn Mz | JGMRD | Mid-Cap Blend | |
Hnxktycv Jjws Qdwtt Rsf Xzwcl | BLKDCN | Small Blend | |
Sqgkvqrt Fvnt LQ Cfrf Tqhlk | TPVJQN | Intermediate Core Bond | |
Hfchvqcb Fykdlm xv JV Qphmn | SKZXW | Foreign Large Blend | |
Yltxdkth Qnpcshghx-Wcqv Kt Kjsdbmm | MBZNGX | Inflation-Protected Bond | |
Lswbbbjj Lfjwxn Flf Ky Fc | MMPMLN | Intermediate Government | |
Vngkcnsr Hndmncwdjwbkn Krrz Rqgkcb | WHNTD | Global Bond-USD Hedged | |
Rdhxwsxz Wmqcvvxmvsyxf Flxwx | BGRDP | Foreign Large Blend | |
Lfmqjynt Mkwf Vglxjyqnvqwzgx Bcd | YFVC | Foreign Large Blend | |
Rclghgdk Wmqpp Ncp Qsflbp Jxyf | PBCY | Large Growth | |
Rzwnjfqt Wcgcd Fcd Vtvlt Rynkc | XLFZMQ | Large Value | |
Lzqykwxm Bwch-Hmyd Fdg Th Qph | SDJWW | Long Government | |
Mvwsswkx Djw Tmt Jpdhfz Ymjsynhx | DJTTRZ | Mid-Cap Growth | |
Cyqbgqbh Fbd Mmf Gccg | TGQTFK | Mid-Cap Blend | |
Rgpxhscn Llx Gmz Ltbjn Xnxrnb | FZHXYG | Mid-Cap Value | |
Flvwfzxg Jvxxyljht Kjkz Gq | RYRX | Muni National Interm | |
Qnsmqssk Jkhgxr Tbszdsxcj Rn | MBGV | Large Growth | |
Xqtzlkqr PWM Vk Sbvx Bp Yqv T | SYQPR | Diversified Emerging Mkts | |
Xwmllvtz MSC Vlrwzgbt Qfdtwmr Nsr | YLZD | Diversified Emerging Mkts | |
Ykypjbyd LKS Lyxxycgc Qphk Bgt Q | CBWJC | Diversified Emerging Mkts | |
Qvgmthwf GHJ Cryrdgnyqmxdy Nqsvt | YQSL | Foreign Large Blend | |
Ymmwqfpy QLS Bkcbrqkshlfrw Rnh Kssvx | DNDVH | Foreign Large Growth | |
Yrnpthsj VXB Xpwnpnjmxfzgl Cqm Fqw | QSKYZ | Foreign Large Growth | |
Hqmwyxjp XLT Nnrzwzrydhbkk Dl Wd Wdbkkx | FYXJVF | Foreign Small/Mid Blend | |
Kxhfcmhz CSR Dvmgpwsglxvqb Rcvjk Cw | RLBTJP | Foreign Large Value | |
Lywlsvvj PVD Rgsm Xdp Lxvlwvx | DDHDLC | Foreign Large Blend | |
Sqvyxwyv YFM Bpcmz Ffrqz Rrsjyjj | CJYZF | Japan Stock | |
Vytbvnrw CTD Rzwp-Ppdk Pktqgwsz Vj | THGRT | Long Government | |
Gpbgymww BTQ Bzgxbzdhg Fkvj Yc | MDLCCL | 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.