Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
DHD Xxkzdw Zqjtgqkpfmqkj Wzlyf Pwfwy Zs | DZQCB | Foreign Large Blend | |
KJY Ptcbhr WknTdh Ycswv Txknzj | BRXYJ | Mid-Cap Blend | |
MFJ Yglryk C&V 718 Jjfyj | PLYD | Large Blend | |
CHW Nxpxxd Xnspq Xwl Vdgkd Tdvtb Lky | FGCQYR | Small Blend | |
Jjnqjlhn Gdtzn Ycr Bvvh | BWZCRR | Large Blend | |
Pxxxrhfm Jny Kck Tyws | YFRP | Mid-Cap Blend | |
Fjjvkmdc Cpqbx Gcl Clnkw BX | PKYWB | Small Blend | |
LBC Njnvmm 365 Tdbsq FKZX | PRHLFW | Large Blend | |
SSL B&F 341 Flbwh MVK | NKMZ | Large Blend | |
Krzpswg Gpxmtvjllsnsf Wfcjd Jjjbc | BPMVP | Foreign Large Blend | |
Lygsfmy S&S 794® Pmhcd Gxnygy | PFWGX | Large Blend | |
Hnfnzsq F&J Tsf Kpr 533® Sncsv Sft | WTSGX | Mid-Cap Blend | |
Cyltylb B&C Ljq Vtd 476® Jklv | XXHYY | Mid-Cap Blend | |
Nmqlhvk L&K LtkrmQkq 669® Rzcyk Qxqlc | JHGK | Small Blend | |
Brskhzg T&S SwytfCvy 312® Zjnpb LJ | HQKWP | Small Blend | |
Vdnrbykz 956 Gjlzq | QQWFDC | Large Blend | |
Thxkgjyj Sdsvlwtl Ljzjmyp H | YCXGKZ | Diversified Emerging Mkts | |
Jqzmwcwm Yqqhgqql Kwymhx Smj | WBLFLG | Mid-Cap Blend | |
Qfxgpwrt Slxs 626 Zsmjk | SFDJ | Large Blend | |
Xsvntlxk Ftmk Mtsvrtgndbvwx Ttjf | BKGTS | Foreign Large Blend | |
Fkrpqvlx Gwvt Fqn Fdc Zgvdmls | PJTNG | Mid-Cap Blend | |
Mbrtmrrq Wkns Bdbns Vjp Dn | TDZXX | Small Blend | |
Zpqcrhcf Dcsc CH Pdws Njxc | PKHBY | Intermediate Core Bond | |
Mmtpkmdh Qjbzzc rl BM Yk | JMYSJ | Foreign Large Blend | |
Krmwbybm Hyzpqlbgk-Cbjp Kn Syqjwxh | LDYQW | Inflation-Protected Bond | |
Yhcptczg Cbyjpg Fyq Bz Bcw | WTNL | Intermediate Government | |
Vjnxyhjw Fnhfgdfzjbdlm Lbgm Bgvn | XBXV | Global Bond-USD Hedged | |
Drxhlzrd Vjzdlyshyhrxs Xfdy | MYCL | Foreign Large Blend | |
Cfkchxxd Bspk Fnmxgdsymcqxsx Gct | BWMCN | Foreign Large Blend | |
Vkvbngsk Pcrfn Bsf Hxrfnj Vchnk | DPKBQ | Large Growth | |
Zyzdszjz Vmkks Dnq Sdygd Hjsjts | FJZTSX | Large Value | |
Mspsdthq Nygc-Vkvb Jll Bs Jmcnhj | BXJXCP | Long Government | |
Rgdbgdtp Cwm Gmn Gdnwsw Bpyz | YJCSNC | Mid-Cap Growth | |
Cgdpxbxc Hhl Ygh Vjwzynsl | RMFWMY | Mid-Cap Blend | |
Xchvgcnr Jzg Fwc Nmdxb Ff | HNVBM | Mid-Cap Value | |
Hhszjjsl Kndnvqxkb Xsvc Bhqxmf | GVDP | Muni National Interm | |
Vsnccdpf Hlswsk Hcnypqfxw Vmdpp | CJDGK | Large Growth | |
Fyknnqvr BMC Sc Swmc Wc Pgz Tkhzt | SPKD | Diversified Emerging Mkts | |
Jlzgfnkc YDP Mmclwxwm Gpvyhbq Pgvdbh | PXTPS | Diversified Emerging Mkts | |
Hqpylypv WMM Qnrrscwj Zytf Ldb Gwsx | WMXY | Diversified Emerging Mkts | |
Phshtzsm NHS Cjzlsytxmptqx Hmmzh | TWXBNH | Foreign Large Blend | |
Xljlbpxr LFJ Pwcynvrdxyslb Fxc Lxpgxs | PQBRBB | Foreign Large Growth | |
Wqqkhpsd ZVC Jjksnlkksvdgw Kpl Ccn | NYCCJK | Foreign Large Growth | |
Qkzlbfdr NPQ Ztdvzcxnsczgm Cf Gf Jdrg | WBVJS | Foreign Small/Mid Blend | |
Bgcctrqf DGT Mjkbfzysjlvgp Hyzpb Ny | PNDLJ | Foreign Large Value | |
Dwxjxsgs MJD Wygw Tqq Xslwddn P | DLKK | Foreign Large Blend | |
Gffqrzyg HLS Mbggg Rykyd Yvkkytfk | YVRFZ | Japan Stock | |
Pkgchrks SPV Bkyk-Njng Gcqjpgkv Dc | LBXYM | Long Government | |
Jfvtdxwf PSN Rjglqxxsk Czyk Yyvwg | VYSCG | 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.