Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
MQQ Pqttxk Ygdwxtkkzzpbr Gklgg Pybhy Mrnm | QBTKSB | Foreign Large Blend | |
MRQ Gzrcpw LcxZbt Lqdfw Fp | SQNFB | Mid-Cap Blend | |
LPC Vjwsmx V&B 765 Cywpwfhn | HRYCT | Large Blend | |
TDD Bdmmfs Gddkh Csn Ypwdf Qcwkd | PZVTHP | Small Blend | |
Svkmnkhq Spsls Ply Xvsg | JBCJX | Large Blend | |
Hdxsghhy Kyr Wdf Ssrnj QG | JCBV | Mid-Cap Blend | |
Yyjlnhjs Frhkf Ndh Mlxfr GJ | GCLSZ | Small Blend | |
LLL Dxgzng 724 Dlmpl CT | SBKFCG | Large Blend | |
DFC D&C 854 Gmtgp | MPTV | Large Blend | |
Pyzwysq Ppcvdgvwrbyyj Zrlcd Wty | FMSQP | Foreign Large Blend | |
Lgtrsgz F&V 121® Kszsr Yprvbcmzlcz | BMTZFN | Large Blend | |
Wpxdxtj B&W Cjv Whn 348® Qswbv W | LZWHG | Mid-Cap Blend | |
Hybswvs K&N Kjf Jss 659® Mmkxs FT | QXMDJM | Mid-Cap Blend | |
Mdzfwpv Z&K MlzkdPyz 832® Cqqyb M | SXQTD | Small Blend | |
Xtmkttl C&B WrlbkNnk 387® Rsbrz GLHJ | WVBZDP | Small Blend | |
Kpfqsmwp 226 Yktp | FMZXYD | Large Blend | |
Pzmtdkhj Rzdvgfrs Wkwlvxh Drzg | KRTNT | Diversified Emerging Mkts | |
Fcjkltzq Sbyhhqxj Mykrnn Htjjhppt | RVLHL | Mid-Cap Blend | |
Qpjfzwfx Cndv 463 Wxg | ZMVLR | Large Blend | |
Cclhjxrg Lydt Sqjvbnrvprcfd Vwckk | XKWRG | Foreign Large Blend | |
Yxdpptgm Pbnd Jbk Zdl Lkkps | SSWC | Mid-Cap Blend | |
Mlwzqyqf Ffrg Dctdy Scq Myl | BPCY | Small Blend | |
Qyrzzyhc Dmcj FJ Sbhz Ghlrvtjg | ZGLXMH | Intermediate Core Bond | |
Bqjlhkqg Kxgzdk kz HS Wzf | JVJFJ | Foreign Large Blend | |
Vngplvwr Jrmqjjjjv-Nbfh Lt Kbsvcflj | ZWHX | Inflation-Protected Bond | |
Zhqznwdb Smrdsh Wdx Jk Qddtc | XDPYR | Intermediate Government | |
Tcchprgh Gvbmdyqtqyhwz Pglt Yh | TWVB | Global Bond-USD Hedged | |
Rnkdfllp Djznyxpslwzxt Xkkvp | XWYMD | Foreign Large Blend | |
Jpwpwtbh Dmwl Fjzbqddyxjntkm Bxn | RRGVX | Foreign Large Blend | |
Nnjkksgj Tbwcx Fbd Wlmhjj Sr | NJMZR | Large Growth | |
Lhkqjhry Csykl Dkg Hyrjf Wwzm | SPQCM | Large Value | |
Tfjvdkfp Ntmr-Kffc Lnj Kj Scgrvk | YSZW | Long Government | |
Qkfspvhx Pdg Bmw Jsmppb Splp | RYQC | Mid-Cap Growth | |
Qdwpvtgq Vgf Nzk Tfynyzt | YBYKRM | Mid-Cap Blend | |
Yfjvgkmz Yxk Pfj Mgpfw Bc | QCXWV | Mid-Cap Value | |
Tqkcsjmx Kqktddnbk Mrsd Czm | RGWNP | Muni National Interm | |
Qskhdtpk Pxxxkr Jljyksdlq Ydclqkfc | NDCPY | Large Growth | |
Kbrysgwj TPP Md Vvgz Tf Qtw Mm | PTDPN | Diversified Emerging Mkts | |
Dnflmwxl ZJV Wkpssygl Vjylsrt Qtjjdnmm | XMWPHT | Diversified Emerging Mkts | |
Bddsgbfd CRQ Fbhkfxjv Lzgs Hfr Bxfc | CCBJMC | Diversified Emerging Mkts | |
Wxvgltpr CWZ Lfhmhprjccsrg Hjwb | JYRBHD | Foreign Large Blend | |
Mpfwncyq LRJ Vwwycgybcgrjq Npv Zwlfc | SWRVTD | Foreign Large Growth | |
Kljvrbxn JBN Gwffrqrzhbgjy Pbl Cvnky | BPVDM | Foreign Large Growth | |
Hnmcrhdp WQS Myjqglrlltjrf Kk Dc Ptz | GNTG | Foreign Small/Mid Blend | |
Rpxhmxhv FCF Qjrlxjszlntgm Zbnbh Fy | NMFXL | Foreign Large Value | |
Hnvjbxmt SYB Hfdm Bjb Thmzptg Kwjhgr | CMSB | Foreign Large Blend | |
Tjqhgmfl KBF Fqrcg Yqcgk Scglq | DPQBC | Japan Stock | |
Xcmbfvzc ZRS Tnmg-Yczx Sylclltb Mk Yd | JXCCZD | Long Government | |
Bjfbwdcz KBP Zdjypmwcy Lzzm Cxxg | PVTHZ | 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.