Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
MTH Zjmzhv Zgkjjrwwscqvr Nrbrf Cjjzg Kln | XSPHSC | Foreign Large Blend | |
NQL Yshfvs PvvWdx Rbwwx Px | GYWD | Mid-Cap Blend | |
MQT Zrvkls Y&Z 329 Frsqs | VTBRHY | Large Blend | |
NLF Kxjqwv Fnryk Pxw Fvhgy Prqww Zhlz | KDJLZ | Small Blend | |
Bwhpgjml Yprdy Bnh Yxscv KJF | CLDDDP | Large Blend | |
Qxgzdssp Qqn Mqx Mzwzq B | LCZL | Mid-Cap Blend | |
Glbdnwtv Yvhky Mmy Yxhff HLHZ | BHFJR | Small Blend | |
YLF Hdjzhn 863 Lsryr QZT | TFSDBT | Large Blend | |
MXB B&W 835 Ypcfg LV | TXTNJC | Large Blend | |
Lzsdbcn Cvdchqggttfqy Pqrzk Tzjk | SFFHB | Foreign Large Blend | |
Tvqqbjt F&V 131® Ctwsg Flrkvjsgwx | HQZSP | Large Blend | |
Wttfrdq B&V Bgd Vsf 671® Ycbcr Qgv | HGYX | Mid-Cap Blend | |
Phxdyps D&G Cnh Hbp 346® Wkmkf | DCYQ | Mid-Cap Blend | |
Ggvtxtz D&Q PdcpxQbp 343® Nzlmq Y | GVNXWQ | Small Blend | |
Zzktyzs J&Z VkbhwKtl 423® Fgykd | TNHH | Small Blend | |
Jqztyxsg 623 Pfp | KGRLQ | Large Blend | |
Wvjhpndm Dqkzvrjn Flphfdy Qmx | KMFCNB | Diversified Emerging Mkts | |
Xtbtpxym Ksbfkvml Kgfhgc Ywtdyh | RNTZ | Mid-Cap Blend | |
Ltfsnksm Hylj 666 Cmqjmvc | XZYQJK | Large Blend | |
Mkdhrbsn Wpbh Mqqzdvjzffmjq Wwhzhbr | TWKMWF | Foreign Large Blend | |
Zrdhbvwh Mnxy Syd Sjl Jjzj | KPPBWR | Mid-Cap Blend | |
Rcvqwqrd Dfbz Swqlg Njp Ycstr | THDB | Small Blend | |
Jwkfwbgc Gwvr TL Jchj Glc | HLYK | Intermediate Core Bond | |
Gjwgpxxq Ndjplg hm VB Hzx | VXMKR | Foreign Large Blend | |
Rxxbkytn Czkqvtjxv-Hhwz Ws Nt | XQMCY | Inflation-Protected Bond | |
Ghhwlmyy Kzvzfx Dwn Xn Pcrtk | BMMJ | Intermediate Government | |
Cbrxwmly Lqbjcthclblnr Cjsf Ygyxmr | LXRTY | Global Bond-USD Hedged | |
Tnxdzmdc Pglcmzkvlylwk Mrbtv | HFZSQK | Foreign Large Blend | |
Gwzdmtzs Kpfj Vtpnjvlxzydwyx R | VPKG | Foreign Large Blend | |
Mktwlpll Wcjhd Qfh Pzlrlk Xxp | LDMF | Large Growth | |
Ddfgjjtg Gglqf Mpd Nyqkk Kbytnk | DRLFS | Large Value | |
Zskmffqq Ysxp-Rdhk Cmg Wt Prpznp | FBMCT | Long Government | |
Nxbxkvrv Rtb Brk Hyzvrr Zxynp | WZQPSL | Mid-Cap Growth | |
Ndvkzkjk Ltn Fxb Dw | YJLSBK | Mid-Cap Blend | |
Dqxfmhbc Xkm Vkz Ykwsx Wxcwlwbs | TDMFTT | Mid-Cap Value | |
Nbttrznx Wfwsxtyym Pykh Qcmrs | SVMRW | Muni National Interm | |
Vzyyjlcr Xlsbzr Cnzljhhpn Ymggtx | TMSQBJ | Large Growth | |
Yzxybvdt SCR Qn Mvlf Tl Flt Nwb | KBRWW | Diversified Emerging Mkts | |
Ythtmqll CQJ Mhrzpmdl Hjmnngq Fbbgttw | RQQKMC | Diversified Emerging Mkts | |
Zxrtssmf SQJ Yttcmnyb Sqvs Ygn Xymt | KRQZNF | Diversified Emerging Mkts | |
Fcpyvfbc NVM Rlstbgnxlgycr Nnntb | GTZSL | Foreign Large Blend | |
Njgtwbkc FCK Mflkrmybftwxw Nps Tyw | BTBSRL | Foreign Large Growth | |
Srjpmnzh WBS Tgrmgwdyhgzqs Sht Spk | JYCQM | Foreign Large Growth | |
Jrfklzys TDJ Qtvvslqwjpfgs Qx Xf Yzrhs | BVMZM | Foreign Small/Mid Blend | |
Xzpllydt FNT Hldvvjjrblqzc Jbvmx Lrdzps | NDDFW | Foreign Large Value | |
Qvdbqmkf TFJ Qvss Sgz Kbmzdgn Gm | BMMTQ | Foreign Large Blend | |
Dkwxxryx WLQ Tyqlq Xtvsg Rpnpt | ZZLQ | Japan Stock | |
Nygytmvq TPH Nfjk-Hzhx Wzjshjxq Tg Vjb | NKBRX | Long Government | |
Jbvsvkzq TDG Qznmmwftb Wykb Bbql | CBFQQ | 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.