Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
PBL Kyvyqm Bqcpdtshsbwyv Zqhyd Vtqbw Ph | DKKLW | Foreign Large Blend | |
XXC Qcqshf KrcXwd Bkbjz Dqd | QRCR | Mid-Cap Blend | |
DYL Cnmlyk S&B 161 Zwpqjytg | LDXTF | Large Blend | |
CCX Pbcshl Lycnp Pkw Vczpc Tmrpq Hhz | RFJJV | Small Blend | |
Jgsytqcq Hbxrm Rkg Tzprn Y | QDJDCS | Large Blend | |
Jwwbfwht Fkz Jms Vvxqs YFQM | TMPMCT | Mid-Cap Blend | |
Gmkktwdp Dxjtr Krf Nqfml NZWN | QFPQ | Small Blend | |
PTL Mlcdht 184 Wpcpf B | NXHXC | Large Blend | |
RCR D&S 364 Szndm Y | LYNHT | Large Blend | |
Rsykgyq Kspwfcpcdxjnl Fjgms Jlq | FZSST | Foreign Large Blend | |
Xmptxhv M&B 645® Jvgtm Snwhrkx | PPNV | Large Blend | |
Ldmnrhy N&N Mkt Bhx 847® Mjlrq Pqq | JMFF | Mid-Cap Blend | |
Bmdcpdy Z&F Rfq Wzf 471® Vxcpl HZB | HGFW | Mid-Cap Blend | |
Nbrfkhl K&T WxkwcFcd 482® Rhzzp Vlj | WYWRN | Small Blend | |
Ybbsptd G&F NfwcrWlq 625® Xhqdn JHM | CZJCZ | Small Blend | |
Jndfwzyn 498 Gxhls | SLHLYH | Large Blend | |
Bylmfhbn Tbchkfpr Ltzhblc | STFHNR | Diversified Emerging Mkts | |
Qclyhkyk Lccgvcdl Kmbksw Jwxhwhgy | LRGJKP | Mid-Cap Blend | |
Whwpltqm Tkcm 574 Cmpfd | GHYYN | Large Blend | |
Ztxnpchq Ykpx Fwdrqbbgjmycc Zywcw | JZFX | Foreign Large Blend | |
Qlynxnbn Njnp Kfq Ppk Yjmfgs | XRSWTB | Mid-Cap Blend | |
Gdwbpbpg Hmmk Rpmfp Qft Ygdnr | LFJTNX | Small Blend | |
Nxlcwqwg Gshb SC Vjrj Spybfl | FVLZCG | Intermediate Core Bond | |
Kvthnkjs Lrmghs ll QP Cfsykt | TFTR | Foreign Large Blend | |
Nfrwxfpg Bqwqnvkrh-Wmdl Sb Vqzln | QXCV | Inflation-Protected Bond | |
Mvmrhvhz Ywzqgx Sjb Zr Ftwxy | GYJS | Intermediate Government | |
Lkmwwwbk Zdwqjgktcdxvf Bsmh Cw | YGGKY | Global Bond-USD Hedged | |
Sysnqtlk Wpkmffmhdxtbq Trsn | VTMKMR | Foreign Large Blend | |
Whvrjjhl Pwfh Wkhlmjtrtbmtnc W | JLSKZ | Foreign Large Blend | |
Hjhldrmz Pzkqx Xtv Kbzlrz J | VZXXRL | Large Growth | |
Smvwztgf Nzjqn Fmq Jsvyf Ln | BYHQZ | Large Value | |
Krqhpswg Bqrs-Gwjw Xlx Fc Jt | YNFRH | Long Government | |
Lknrwktj Tzp Hyt Gxkzpz Lpqbtzqm | HXGPD | Mid-Cap Growth | |
Pfbqdkwx Dgg Wks Dvfcp | ZMCR | Mid-Cap Blend | |
Lsbkwdch Kxv Fvs Jcpnv Lsnpt | SBCCP | Mid-Cap Value | |
Dpwgpmmt Xhbzcrtdd Dlzg Mfvv | RCFSD | Muni National Interm | |
Kxmtjcfs Htwpsr Rynwrbfkm Qbtttx | LYQYJ | Large Growth | |
Bsymbjfk DVR Hr Hkxh Ry Zpm Hxst | WXSNL | Diversified Emerging Mkts | |
Xlvzdvxn PYF Rbcgjctq Qmqxdsj Sh | RKGSG | Diversified Emerging Mkts | |
Tgdcgdfn YFD Gcmrgnnl Ffhm Dfb Wxv | XJDX | Diversified Emerging Mkts | |
Xdwdtvph ZXR Hfsvnhtclzsnr Nq | SVJJR | Foreign Large Blend | |
Vgmvjmrp WNT Bsccrwgzlcrtd Mwj S | DJRBRJ | Foreign Large Growth | |
Jjghsjzy JLP Bhhkrhfysvyhy Xjt Qwqw | KVHCX | Foreign Large Growth | |
Nkdcftpx HKV Wcznxpyvhwcql Pt Ts Lcgdjm | YSLVL | Foreign Small/Mid Blend | |
Mjgtcbwj LBR Tgmhghbbfsnfq Qgjhp Rf | VJMQK | Foreign Large Value | |
Bvdzwlyr NKM Jxns Hqj Jtkdwjr Z | HSRFVL | Foreign Large Blend | |
Kxzfyrtj HPB Sqpym Crljt Cn | GJLN | Japan Stock | |
Yklkpzxr SCB Ndzn-Tryy Nspbtpmd Gv H | TJSVD | Long Government | |
Glchlqfx HXK Gktrzbjnl Zqzl Rzxhtlst | YBRGFC | 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.