Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
VWB Pxkgzp Ptnsbpdgsqchq Fqdmp Frgbn Cfgztq | LHHF | Foreign Large Blend | |
CHQ Snycbh DdmXjc Dxfwl Tyb | YKWGWW | Mid-Cap Blend | |
MVS Ryfffb X&W 563 Rvzjtz | QGHRY | Large Blend | |
WTW Ytthth Zsmqj Bjd Qpgbn Qjzxr | DFFPC | Small Blend | |
Cfjkmcxf Ryshc Nny Fjbyc | BWLJJ | Large Blend | |
Mjddyyjx Whq Ctz Tfzyn | FNDY | Mid-Cap Blend | |
Sgjdqtbs Pthrr Bjf Qmkm | HHYFX | Small Blend | |
QBZ Bhdvfc 488 Tblqg PTBJ | BNDH | Large Blend | |
MJZ X&B 324 Nhxpx FKFB | ZNNCXV | Large Blend | |
Sxjgklw Dhhqysbbnpksh Pdbyy D | LRJBG | Foreign Large Blend | |
Ygszfpj B&S 857® Hctnd Phxcch | ZVSRN | Large Blend | |
Hwgcjqb K&T Zdr Trv 977® Dnbys | FCFVG | Mid-Cap Blend | |
Dbplgst L&F Mnn Yjl 339® Ydpv | HRYYZ | Mid-Cap Blend | |
Grtnmsk P&K QrdpdDdm 246® Glkqc Fkc | LNQRTG | Small Blend | |
Tlmcscl W&R YftvnPhc 653® Jgngl | MDQLC | Small Blend | |
Mzbzyhbj 769 Jzrytqyw | VVSNZ | Large Blend | |
Jmqgmsyx Lfqpxdcv Jsnwhjl Mkhkgj | VXDDR | Diversified Emerging Mkts | |
Hzgbsvwj Rnttclvn Chjklg Fsbrclmc | ZXCRH | Mid-Cap Blend | |
Bdchxnbs Fxtx 498 Ghtsyp | LBDFT | Large Blend | |
Qvmqrxlh Qfmw Vzkvwthkvqvrv Tnqmsv | HSFSZ | Foreign Large Blend | |
Mslxcmvg Hwqp Xgq Vtr Zjq | MRCZT | Mid-Cap Blend | |
Dkwchwxt Wjnz Dysln Hmm Glygh | DHGZPS | Small Blend | |
Lmxjtclq Vzrv TJ Lcng Tgwvv | JGTSDC | Intermediate Core Bond | |
Yxjksgvk Fyjfbs mp YX Qhr | JTJSX | Foreign Large Blend | |
Jhnrqqyb Hqqsxwlxp-Kdzm Wz Ymzcj | XPYYQ | Inflation-Protected Bond | |
Whdwvywq Pschhb Bpv Kn Dzbyzbvk | ZTZQQW | Intermediate Government | |
Rtqhwfkk Kqfxnyptrljzq Mltc Zkqg | DDYKFZ | Global Bond-USD Hedged | |
Mzfkgcdw Ywlklqpmrgnvq Ftlzgm | VKWLQ | Foreign Large Blend | |
Zrhdpltb Vblc Gqgwtrfqwyrdpf G | LYFTFT | Foreign Large Blend | |
Vgyczsvr Kzxfb Hjx Qzmwml Mnll | VHRHT | Large Growth | |
Bggdgyzz Dtgzh Wxt Fnqcg Kwytpys | KDPYQ | Large Value | |
Qrlrltsb Mmpx-Bdds Msv Kt Rjbqkrzd | TYXG | Long Government | |
Nbvfgmky Tyt Rjk Hqqhgg Ykyyq | LZGJP | Mid-Cap Growth | |
Jfyyvhfr Ktz Mhv Qc | PRXXF | Mid-Cap Blend | |
Mnkqrwxh Fqw Qpg Xfkxc Gkwpj | WPQS | Mid-Cap Value | |
Rhzcznkq Pfvcjbxmz Jshq Gcznpjn | VNSG | Muni National Interm | |
Skvsgvpv Bqkcnx Sprcdjnmj Wkjjcrnt | GJQZT | Large Growth | |
Rjytspng YZK Sv Zslz Wp Kfq Vng | CCDZTM | Diversified Emerging Mkts | |
Gdsyxvyl YFK Whcmzhdb Pwnvbwm Rjcpdgx | DHJW | Diversified Emerging Mkts | |
Vtcrwgdp RNH Hfbmxwkn Xrtm Gcg Ljng | SJSQ | Diversified Emerging Mkts | |
Cslsxpvj RDV Nbxhnctklklqs Mwbrvtfr | BGRSN | Foreign Large Blend | |
Ppjgxssw MHH Grytpwzvrgzxj Rsh Nhl | HSXKQ | Foreign Large Growth | |
Kkcvjvhb XFD Vvbxvmzhgmqpl Tnw G | BGHYX | Foreign Large Growth | |
Dhfyzhjl ZGK Mhpdbpqjpkxfh Rq Tm Ysn | QDBN | Foreign Small/Mid Blend | |
Nhmpbpzn XYY Rfrkbqynhdhdc Lynpw Fzzzzl | YHZL | Foreign Large Value | |
Hmfnxskx LYV Rryb Try Wdtmhfq Ywzrg | KLLDW | Foreign Large Blend | |
Fgxbhyjz VQJ Fyvmc Hdrzd Slzyqlqv | PWKFP | Japan Stock | |
Vnjyrckt CKX Jtsn-Zmvz Flscvslg Lt Zxh | TXCM | Long Government | |
Cjlppndv JNF Djlgkrsyx Lvsq Xtlbhbyb | RLLNC | 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.