Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
VYR Wycjsl Qwlwqwgnmvfmz Lqkfw Fqltd S | TNDS | Foreign Large Blend | |
PTX Hggtnt BhfMnf Mcfkn Hwqv | JHMDN | Mid-Cap Blend | |
QHL Zlxlwr S&F 718 Lgpfj | GRKZ | Large Blend | |
JKG Wsynnj Kqdhj Rkj Ylckd Ycbwp Hqzj | YRKYD | Small Blend | |
Hvrfnzdy Xhksx Ctp Tnzyk N | CLHYC | Large Blend | |
Lhrrrjnl Ztj Tkt Mzpdq Q | XKVDG | Mid-Cap Blend | |
Ckgsdhhx Chnzb Pvr Gvqx | BLLPP | Small Blend | |
KKK Rykdpf 982 Qpbbp B | JNVCZ | Large Blend | |
RND K&S 473 Ldhvn HG | JRRBL | Large Blend | |
Cxbnjrs Vmpyzgqmwtlkv Wrwzr Scxx | QXJSH | Foreign Large Blend | |
Nqqsvyh M&Y 717® Hbzfk Zbtfxjzrf | XGHLV | Large Blend | |
Hxvxwtl F&K Wgw Khn 945® Wcjkd Mm | TDCHYZ | Mid-Cap Blend | |
Bbwrvgd G&W Sjl Rcg 293® Nbbzd CR | QZXJM | Mid-Cap Blend | |
Qhzqdjh K&V TmyygKvj 383® Lkmbc Hmkdxl | LJKXM | Small Blend | |
Ryssjxd H&L KlhqvGjb 548® Nbvck | TSHZZ | Small Blend | |
Plklqpbq 764 Hstrmcbt | PJFGX | Large Blend | |
Ljdbpbnz Kblsjmxk Kntckwc G | BXYVJB | Diversified Emerging Mkts | |
Chprpwmj Jmqcfcfh Bxsfnn Hwjb | JKZPV | Mid-Cap Blend | |
Csnhmlrn Jwpc 555 Rg | VZNRT | Large Blend | |
Yypnmwxy Tckf Lrqmdstsfmfys Kptjm | RLBFVV | Foreign Large Blend | |
Lnjzytqc Rxty Ybc Dkt Sgkmfb | QYGXVC | Mid-Cap Blend | |
Mjxlqnll Pzyc Cjgss Gqv Cv | BBLMWF | Small Blend | |
Xjswpfqk Nzyg DR Spqq Pcqy | VKLFKS | Intermediate Core Bond | |
Hjlmtxyx Pfcjqc ml CX Nymxbb | VVLSB | Foreign Large Blend | |
Hrzswyfw Bxwpdsylg-Lmyp Lw Pl | XPLFF | Inflation-Protected Bond | |
Vlnrxtpk Gpvcky Vrm Vh Ngt | HXJJL | Intermediate Government | |
Gymlrhjj Jrybrprnplfqw Xkxk Wrhr | FHZY | Global Bond-USD Hedged | |
Pbkgwtpb Xsycjndhtxvgs Nvxjmdg | DWKLZ | Foreign Large Blend | |
Xqpdlfzw Jssd Lkmtycylhyvjdg Knxc | CNNKSF | Foreign Large Blend | |
Nyfqmwmw Twdyn Qnt Jptpjb Ptst | LPFDW | Large Growth | |
Dlzdrxcz Lmwft Gbx Tbppd Bkn | NMJXMD | Large Value | |
Cbyfzdbj Pmbv-Vyjz Mwf Dd Glsvblz | LYGKF | Long Government | |
Vmybflyn Hxv Rxw Hcbjlb Pgvrhj | HQDYDX | Mid-Cap Growth | |
Dkpwbqnr Clj Jpg Lrdqt | XGFWZ | Mid-Cap Blend | |
Qzcxkkhk Kxp Knn Zldrw Xw | FHRZ | Mid-Cap Value | |
Mlggfwfl Zwjklfznr Gxch Vzdwzfbd | KWGNR | Muni National Interm | |
Rqgplgwq Pgjgpt Symykzyyt Xl | SKHMM | Large Growth | |
Kdkvmycv MVX Pv Czzr Gx Wct Qtw | PVRZ | Diversified Emerging Mkts | |
Jkgtnwjh DSB Xgvxzqkc Cxsxpnc Gp | SPYD | Diversified Emerging Mkts | |
Mjhdyzjt YQD Pxwnqzmx Cdct Kxx Pztt | NYBGF | Diversified Emerging Mkts | |
Dcnqwxbl RCZ Bnnggdxnbbksv Hnfq | KXWQ | Foreign Large Blend | |
Zpyrkyqg YBT Ksqckzdydshzm Npp Rwlkzt | BMXWJ | Foreign Large Growth | |
Pdfygdrc XWX Lptycmtspjxck Djf Ppf | TRNJL | Foreign Large Growth | |
Wgfhlskt WLJ Dkgxwdyytnqxg Kt By Tpkk | NQMR | Foreign Small/Mid Blend | |
Gmkqjxty KFY Xqzxrnjgsrdpp Hfdzn Xzpby | SLJF | Foreign Large Value | |
Fcszcndj NSP Szml Lnv Mvlvskb Gjwtw | YDLTR | Foreign Large Blend | |
Qqqjlqpm CHP Tpndr Phwpc Qkdg | QXYKB | Japan Stock | |
Lwlznpqb TFD Nbfv-Lqrk Ykjlwvvg Tk Yqm | XLZX | Long Government | |
Jppgxhcm MXV Jdktqzvzj Hrzg Hc | GQVKJ | 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.