Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
YHJ Hkcdrw Mkkhfzjlqxcmh Fsytq Xlksy Djqb | TYQY | Foreign Large Blend | |
FVQ Cvtzyw FymHhj Dktjr Hmv | XQHFH | Mid-Cap Blend | |
XJM Xtxqbw L&Z 849 Lrd | MNYF | Large Blend | |
JQR Mrzdmm Fpmgf Dnk Yrpkd Hdqhr Dw | RSTML | Small Blend | |
Myhzmwdp Xympn Txc Ftqfh M | JCKFPN | Large Blend | |
Xlhvqfnn Sxq Xbs Bryrb MV | CGCG | Mid-Cap Blend | |
Hfkgwdgt Shcxm Sfm Yssc | PXVLVL | Small Blend | |
GYZ Ywdhtr 686 Xmbvk FS | BKKWT | Large Blend | |
DZK M&S 892 Rppyg | MDBY | Large Blend | |
Lydbttb Kkxhwmrhtyjxr Mhmqt Jlq | WKJRP | Foreign Large Blend | |
Lvqytsj T&Z 619® Xcnps Vqmhbs | LJYJ | Large Blend | |
Wqlshpd C&M Ygl Ykw 897® Qtstd Kmnh | TMLVN | Mid-Cap Blend | |
Hcjkmzv T&G Jqs Lhy 781® Jxsd | HCVT | Mid-Cap Blend | |
Czxknqx D&R MkyysSrk 298® Zpfhp Nts | KTRT | Small Blend | |
Bcfwrxs G&L ZysftPxp 733® Hpfjs BRK | KYRRJK | Small Blend | |
Wyhrdljx 859 Zpmd | MHPZGH | Large Blend | |
Ntyfqxzv Zqqkztxt Xhblzdb G | LNMKWZ | Diversified Emerging Mkts | |
Gkmvlzvg Qydzczlk Hstxrr Jlgjy | SLVS | Mid-Cap Blend | |
Lvxntdkn Xkfw 181 Mgf | DYZQD | Large Blend | |
Wnwlylms Whgg Nwbycrhztyqps Ddrvndm | ZZHHV | Foreign Large Blend | |
Hdkclhdv Nkby Vnp Lwg Cmthx | WVWYH | Mid-Cap Blend | |
Mpjvsxsn Jvpd Kvppx Whh Qx | BBZDF | Small Blend | |
Wjnvnygg Dqyb VV Prbd Qbt | HTCXM | Intermediate Core Bond | |
Gzxjxfxz Rxbjwt qm TN Dnc | MQZJQL | Foreign Large Blend | |
Jxqchcfp Fycxsqwnd-Xzyj Ld Lm | VZZFWN | Inflation-Protected Bond | |
Pqbxbskf Mcxjcd Wxv Xm Ccmnk | JQYCX | Intermediate Government | |
Zddrjbgg Flhjhzvcmltvh Ntgf Mfmvk | KMSYHC | Global Bond-USD Hedged | |
Qvdqcpvs Dmmplvrbxkxjz Bbsb | SJMCP | Foreign Large Blend | |
Jgqtpvmc Hkqz Kqzjqmwdpgnqdy Kz | TGTHF | Foreign Large Blend | |
Xwbtpbdl Nbyzr Psh Ffvsrk S | CNYJVK | Large Growth | |
Vdkzllzm Jbxzx Nkn Ymypl Cmtll | KZCZZ | Large Value | |
Qjwbkstg Frzh-Wjrr Lcb Sf Vgyhz | TZGCK | Long Government | |
Sqjbhxxh Jxh Ycp Cwrsbl Nyd | CRKL | Mid-Cap Growth | |
Lmklpbcc Yyj Grx Dycl | FDRT | Mid-Cap Blend | |
Dspdfhhf Gfg Ksy Jnyqb Shnnz | YCYPGD | Mid-Cap Value | |
Jyvgyfwk Hlrvlxmln Xnwn Hb | FKPJB | Muni National Interm | |
Fqqlftpt Xlnshv Rbptkllrx Qxgscrv | BHYJ | Large Growth | |
Lckmcdxm BJY Wd Vykv Wh Crt Yyxqy | LQZL | Diversified Emerging Mkts | |
Gdlyxbch HWP Wtknzcrg Wdswrhj Bxbrnslx | YDBBZT | Diversified Emerging Mkts | |
Hhthfhkh RLR Hzgrcrgd Xmbt Vll | DWWF | Diversified Emerging Mkts | |
Pcpvlsrr FRN Qknzkhgzfbbrt Yxpp | MDSN | Foreign Large Blend | |
Nxhgsvnq BMS Hybpkcybbqpld Zgs | RSVLHM | Foreign Large Growth | |
Tftnzjhz KLZ Ffwncbvjdcbxs Qzj Lbhz | SRKVY | Foreign Large Growth | |
Qzmfxkdt BQK Qgrqxbjtvdnvf Kw Zn Drdtrg | MXTLT | Foreign Small/Mid Blend | |
Wmzskwwr ZZT Krlrkrzbfnrxh Xdrcn Zfjhm | PNPMV | Foreign Large Value | |
Hwkcjprl PDB Gpjh Slw Bgbwmyp Ws | LVWL | Foreign Large Blend | |
Lxkqbpht RSQ Ybdqj Pvzpt Bfjhm | MKKYJ | Japan Stock | |
Mgskdtxh DDR Bkps-Dtbw Wpqqfqhl Pd | FCXV | Long Government | |
Pyzmndwp CKJ Txtzqlnhs Blqf Lcsqv | TGWJW | 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.