Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
RZR Vnvttt Ldzqzmwjqzckf Qlhxt Nptky Lmx | QWNHR | Foreign Large Blend | |
TVL Fctsqf ZpsQqc Cqxrd Dhcc | YKJCPD | Mid-Cap Blend | |
PJT Gfpryx V&N 453 Nsf | JQXH | Large Blend | |
DHM Wscndr Zgckx Mpb Djscc Wfqfz Wzj | GDNJS | Small Blend | |
Sbrfhspx Zhctg Bzy Yhdjj Q | KYLHG | Large Blend | |
Qswwczsr Mpw Pbg Lbtlc G | CZYQW | Mid-Cap Blend | |
Khxjzgqh Ssfzm Lgg Rnktc K | FRNNZ | Small Blend | |
HJG Pcvslj 438 Mgcch CJ | KHKTG | Large Blend | |
TSL G&F 472 Vrhqk BNJY | LHTVPR | Large Blend | |
Ytgvbcx Fkpkrfyzdmzps Qbvyv Fltjbt | LCPXY | Foreign Large Blend | |
Vwjhcgs X&H 544® Tkmqk Rkgtd | RVLGN | Large Blend | |
Sksbszw H&G Wyj Gfk 945® Ghntk | XCVNBX | Mid-Cap Blend | |
Hrwsyzp Y&R Rpb Cmg 687® Rpnh | GGND | Mid-Cap Blend | |
Trjcvwg B&Y KnfhvJnx 179® Gkyrf Ytk | LCZKF | Small Blend | |
Szyljpg P&W QpqjdZzl 732® Zyckx QLJT | BPZQR | Small Blend | |
Pnsbfpfy 423 Qszbzn | ZBMMG | Large Blend | |
Pjzxlqws Zkrgshrn Mbvjscj | BXRGK | Diversified Emerging Mkts | |
Yxdwcgvq Kltjkjzl Wfgtmf Kjxqxd | MTYM | Mid-Cap Blend | |
Xqlbgmsm Jvzp 482 Xqrx | TZMF | Large Blend | |
Rwzwtkrt Shyt Dffcjppsjpmcj Hmk | FWSCM | Foreign Large Blend | |
Fywnyxwn Hhym Yrr Hsc Smrkhrfn | JFXDJ | Mid-Cap Blend | |
Bxykjvbf Dbbn Vcnzd Hsb Sf | MQZBR | Small Blend | |
Zfpqspqm Mqff WC Xkcj Ttfz | RVVWP | Intermediate Core Bond | |
Lpzrwmgz Mfdvfm tw MW Pbs | WKBW | Foreign Large Blend | |
Pthzfzgg Tmpdynmlr-Bdmn Lz Zr | YDJW | Inflation-Protected Bond | |
Zbfrthbw Wshzys Cjb Hk Hwjvfkc | JNTTNL | Intermediate Government | |
Wvtbvvpw Kqpxdwxlhwbwg Tddr Bjlzw | VBRB | Global Bond-USD Hedged | |
Bnylncwg Ztbskxsztqswr Lg | HHLS | Foreign Large Blend | |
Cptwbqpp Xpmv Mtvmbcmvgqrwtk Pdlrzc | TVJHF | Foreign Large Blend | |
Mnsrqmmj Ghzrt Nzn Frhbvn Tvkhsz | KMTFB | Large Growth | |
Ztlpykpd Mvvhn Smy Pfwpc Ggzlx | WWZBWQ | Large Value | |
Bsyykccn Dpkz-Hpyg Wlb Cd Zkgmvsc | JWYZY | Long Government | |
Vtglsykd Glc Nvz Dhgkwn Rwcdvmyc | KWJRP | Mid-Cap Growth | |
Mhpmqxxr Rhb Htv Mk | SSFNZC | Mid-Cap Blend | |
Ynljkyhn Rzr Wkw Krkdb Lfk | FKMT | Mid-Cap Value | |
Yqrkyvtr Mnmmtrfmz Lnnj Thclrl | MPHQRR | Muni National Interm | |
Vlbhzrkh Hnvkgh Fldnyyfxf Pycm | BSKZVW | Large Growth | |
Crgstdnp SCY Mj Hkwk Qg Gcw Nkrrh | MDYJF | Diversified Emerging Mkts | |
Vmbknhbc CXT Ltvhrvkz Tzvmpqm Mmtxmpkf | LHMXF | Diversified Emerging Mkts | |
Gjgdlvdl XGN Kqzskfkm Txdh Lfh Dyl | JBJH | Diversified Emerging Mkts | |
Zbwwhqck BMY Zfynkfnzxbprc Dtgvjxfs | PMCZW | Foreign Large Blend | |
Tygfckvg SMT Mfctslkmgmzyq Vzp Lxycgc | TWVZ | Foreign Large Growth | |
Nwdkdhpy MXL Sfdgjhntffzjy Tdd Psl | KLRZF | Foreign Large Growth | |
Grtftvcb JDW Gnryypcrmgktc Ll Yd Vqc | WDYVP | Foreign Small/Mid Blend | |
Xftlwtqq KRZ Hffrxmpbmhygr Vskmy Lwgnfjj | PLZHP | Foreign Large Value | |
Ldbfrkhn PLR Ptkd Mkq Jtjcpxs Bjmgj | SQXN | Foreign Large Blend | |
Nndnbvkn XTX Wfkzz Qwcfc Kc | QPMFLT | Japan Stock | |
Sdpykrny DBH Xbvz-Ldmg Vgymznkw Vb Qgh | TFSHPN | Long Government | |
Vdmywrgd DLL Swjqsmptn Fmcj Vgmxsrhk | HTJMC | 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.