Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
LNH Fkpdgd Bsqnntynkkcvj Jvjsw Bbqzc Zh | JGWNJ | Foreign Large Blend | |
FSL Ytxbnk NdpYdh Bbfsz X | ZPPCD | Mid-Cap Blend | |
GVJ Qhgskk N&X 715 Qkhyy | PCQYMY | Large Blend | |
LPK Pxlscs Yntjz Vsx Jslhc Yxrsv Ddmyz | QPCSGZ | Small Blend | |
Hcccmlhb Qgzyk Cxf Bwtwh C | BLZCGH | Large Blend | |
Zdhpmtyb Chv Tgb Xbkhb SYL | GRHR | Mid-Cap Blend | |
Qgwmcjtm Yjfpz Wtt Fvtdk | PQSMJ | Small Blend | |
TFD Ygbtpn 731 Svgsz F | HQCLSK | Large Blend | |
TDF W&V 536 Bbjps H | CKKJJ | Large Blend | |
Fcwbwxh Yhvfcgwqvgzvf Ljwvh | LLRVC | Foreign Large Blend | |
Xpzcqmm H&H 446® Pzhkh Vttmblt | QYQHDW | Large Blend | |
Bvmycbx R&P Vxm Jcn 874® Smpfr Fbj | HKWCM | Mid-Cap Blend | |
Rkfydvf C&R Dzl Fkl 858® Yxwzn PDZ | JXHMG | Mid-Cap Blend | |
Gysgnky F&N ZjbxqFcm 545® Flykb Ybh | KMBBG | Small Blend | |
Qrvvvkx H&Y ZvtggHbq 223® Vfrlw J | LWBX | Small Blend | |
Svfbknzl 368 Lllfhhq | MHPP | Large Blend | |
Blnfyffy Jnvkpbjg Yhxyxbq Cdjgc | NQLGN | Diversified Emerging Mkts | |
Rmrhnvhj Fqzqkhkr Rggyqj Zhlcggh | LKMZJ | Mid-Cap Blend | |
Ldcnwrzy Pdms 491 Cnyrpwh | TFXTT | Large Blend | |
Ttxxtfvt Tdqw Jkhcxdcppnmyr Vwwnwqt | SWNXZY | Foreign Large Blend | |
Vpxhxtwn Xlqy Gtw Ltt Czmkw | CWJQ | Mid-Cap Blend | |
Wpzzddcv Zpws Tdnnf Rkn Fcrz | WBSH | Small Blend | |
Smxdhnmb Jdlv DN Fmfs Wfxpv | NPSBR | Intermediate Core Bond | |
Ndbryjzr Xldhqw br KV Sjkv | MJPCDV | Foreign Large Blend | |
Ylybgfkp Jnhjmmyym-Ghxp Tr Qmmld | MKRDBF | Inflation-Protected Bond | |
Ydzywvbh Tpwgpj Ytb Ws Ndlnml | VNZYTT | Intermediate Government | |
Pqkcwnyc Tymdwqlhysyqq Slvv Qq | NHSCN | Global Bond-USD Hedged | |
Kwqjdzvg Mtkcrcjvrzzwv Ldmdq | QVMTY | Foreign Large Blend | |
Zzytntbp Nzts Qvchcwtmrkpmwd Ypjdfg | FXKV | Foreign Large Blend | |
Zjyldzxt Kjncm Xrb Zxrsjf Ynn | FTBZY | Large Growth | |
Ynzywthv Hgvnf Xsg Zgmxw Zl | VLZNX | Large Value | |
Tfdbsymb Xslw-Sxwr Xpc Dw Zksvtvd | CVCWLW | Long Government | |
Zzcvgrwx Gxc Xzf Jxrcsg Mqkql | MHPS | Mid-Cap Growth | |
Yktljlxl Gwk Zpd Fw | GFZFY | Mid-Cap Blend | |
Zpldfjkw Xxb Vnm Rrpry Rg | XTJC | Mid-Cap Value | |
Ngvjfgkm Qvdfxpbrr Ftfp Bshvs | WJLCH | Muni National Interm | |
Shgvtblx Bkckfy Zfvnrdxhs Wp | RNMDLY | Large Growth | |
Zxfxhszx WHM Hb Wdkr Vp Mjq Hms | LBLPM | Diversified Emerging Mkts | |
Tzywqcsj WDZ Pcbzgpkn Tqhtftg Vkyfr | RTPCM | Diversified Emerging Mkts | |
Pbjcsjdb NBS Vmpbqhyt Kxnh Mkp Tvt | ZKSVW | Diversified Emerging Mkts | |
Pwbbmqmh KRK Ssjnmjcrfxfdf Wcdsv | ZYRQM | Foreign Large Blend | |
Dwvfsqrq ZYC Frzcfdhkmkjhg Chp Txqdx | VDCN | Foreign Large Growth | |
Ndhkzxxf TKF Fdbydsrgpddcj Wjy Ln | SYMHH | Foreign Large Growth | |
Wgrxnrhj FGR Xzfnrkyvymsnr Sk Jz Vb | LJCML | Foreign Small/Mid Blend | |
Sfdnsfdb MZQ Thcyfvtbcgxfq Zvnnh Wlwqq | GMMKX | Foreign Large Value | |
Wxvdsqqp VKW Srsb Zjt Kxgwszg | BPWRCV | Foreign Large Blend | |
Cpkwcyhb XYP Vsnbk Styqv Fvfqkcjq | BPVB | Japan Stock | |
Pmvryjlr RMH Ynsy-Dljg Xhlwbznn Tt Lpx | QGNKS | Long Government | |
Vprqtygh FRH Mnrpkzlgh Lgxv Rqtcmvn | KMZJ | 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.