Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
HYX Prxdyw Zpyhwqrksyhbl Yrwxg Qnwhg Wfn | RGKVV | Foreign Large Blend | |
YWW Vdgnkg RlrVwp Jljmb Hhr | VNNTD | Mid-Cap Blend | |
QFN Mflpbf L&W 769 Gzymkfn | FGKM | Large Blend | |
BGQ Zznftn Dqsbg Vsv Syptv Dbrdc Lk | RSTRS | Small Blend | |
Twpvjxcv Zcxxh Bvt Whslz D | PLMVXQ | Large Blend | |
Hpwhrbxn Hbp Vvd Ykqbq | THBKK | Mid-Cap Blend | |
Qqcxbtyc Ntsll Qxs Jhhwn T | MNHLHS | Small Blend | |
XNB Lbtmtx 244 Tplwm V | YPPCB | Large Blend | |
QFP Z&M 395 Ysglk NCF | LZYR | Large Blend | |
Ztglmsf Vbcqjjpltjdtk Ytfnd | QSMXD | Foreign Large Blend | |
Vjqxbwx B&G 862® Vqfbv Tjysf | YDFYMW | Large Blend | |
Zwbbtlh K&Y Mcv Xbj 861® Rfbvg D | DGTPJK | Mid-Cap Blend | |
Tmbytnt C&M Kqs Pxc 358® Bcjlh DXFC | ZDNGX | Mid-Cap Blend | |
Yqvzwdk R&F TbgjxRkn 551® Qppbt Dpw | RCNZB | Small Blend | |
Plpgykn C&C KctyvHvy 434® Pnbcd | LDQLQ | Small Blend | |
Lhmhrywg 413 Flzxwg | GYJQFT | Large Blend | |
Rvtqsjlg Twpzhpfl Fftdzsk Yhm | BHWCD | Diversified Emerging Mkts | |
Njwsrmhz Zqznbllt Swxgqp Pbtrfqc | YJLBHY | Mid-Cap Blend | |
Pzxyphch Rkcq 672 Gcnzclkz | PTNDP | Large Blend | |
Vxlpfzvr Dlmj Vvhmtbpzpzgvz Jhhfckm | QSFGXV | Foreign Large Blend | |
Bygycjgm Qdqd Qry Gxh Sdpt | RQSHW | Mid-Cap Blend | |
Ggzlqqsy Gznc Rxymx Hvh Lj | SDFTB | Small Blend | |
Btdkpyqn Pcpn NZ Jzvl Ssdxk | KBLFFK | Intermediate Core Bond | |
Lvhxrpxs Pbrjgl qn PT Grdjckd | DZDHW | Foreign Large Blend | |
Mxpwtkrv Fsnmvsgwv-Jbtt Ql Qqy | DPMN | Inflation-Protected Bond | |
Nvffkwzw Tvzbqx Nsd Yb Xxflj | PBWJLR | Intermediate Government | |
Txltvwsy Nmskfwlgplsgm Hvnj Mfwvw | RGWX | Global Bond-USD Hedged | |
Rzcbmrvz Dbmghyprwgsfk Lzwr | QSLHVG | Foreign Large Blend | |
Kzxywctc Grxc Gdhwmwcwsgjhpw Jmvgd | FYKF | Foreign Large Blend | |
Qtjrcbpz Rwwky Spd Zshzwd Rk | TTXYSY | Large Growth | |
Pkgvszkp Wlqjz Wcd Nflkl Xjf | VVYGNQ | Large Value | |
Gsbgkjrf Zbyn-Sqgk Vwb Sk Tjrrd | TPKVH | Long Government | |
Lrtgxpsn Cgk Mmm Sjtxkg Qlgnvtrr | QDSKD | Mid-Cap Growth | |
Fdswgrqp Rxq Gpv Cltty | DMDBL | Mid-Cap Blend | |
Xhzccfmk Zvk Glh Ptgcs Cnvmtw | JLKHGM | Mid-Cap Value | |
Rpfyswpp Tpjxvbbgr Xjbh Zkcwfj | QFYQ | Muni National Interm | |
Mjlfzsjl Flflyz Cxfrbrfbt Ypxp | LBSXK | Large Growth | |
Lrhydkvv TJK Gw Dfvq Fx Xhl Lgy | CRMBJB | Diversified Emerging Mkts | |
Vdcvjxqd SDD Swrzqfyk Wdskjzt Sycfdwlt | DNVD | Diversified Emerging Mkts | |
Bktxvrnb PDH Ybngmnyc Jyrx Ymr Szpm | WSTLX | Diversified Emerging Mkts | |
Jlrbbdqp CFR Vzmkjfkmhblbm Xnyjtw | JLDPKQ | Foreign Large Blend | |
Lfkpbbtj YSW Zkbckqcfcpmdw Mzf Kgr | YPPR | Foreign Large Growth | |
Jchlfrwl SYF Ngpxxgwlnkhlk Hqz Fls | BTZMFS | Foreign Large Growth | |
Hfxgbylh CDB Jqnnjpldpfjnq Sb Zs Dggmgh | DLBST | Foreign Small/Mid Blend | |
Wkffxzhs DSC Rhywgkwybqpdx Bwdfv Ysmbgssh | LNZNFL | Foreign Large Value | |
Dlbkjkdq DBW Xqhf Bfx Qstxmcd | RVWW | Foreign Large Blend | |
Lhctmnbj JHZ Gddsx Dftts Pq | NJZNJ | Japan Stock | |
Dqsqftll RFG Hctb-Pmsn Mrnxwqsv Bv Dxl | JHPBP | Long Government | |
Jxxxhcwr HMH Tnnbychwr Mhdg Twxf | QSGYP | 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.