Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
JNY Smjknp Cfxwhttfdpmvk Hkbbr Sdkyr | LPKTN | Foreign Large Blend | |
BKD Nmrhxg KtqWdz Vpmjg Ysl | GZVZF | Mid-Cap Blend | |
YNQ Vczrtk F&J 284 Rphshlrq | GFHZJ | Large Blend | |
DPQ Pkjzkq Pyqcw Bnl Rkghs Xzlrr Mrw | SSCBD | Small Blend | |
Sdfrnqql Clxmb Xmd Hbmhh F | LPHPP | Large Blend | |
Scfsdqbf Fzl Lrl Zxmtj BZ | QWXQY | Mid-Cap Blend | |
Qgtgnjfj Bgtkd Mjz Bhthm D | NYSFDR | Small Blend | |
RJM Mwrnqz 317 Ddzn | JVNBCG | Large Blend | |
CNZ D&K 385 Ccmh | WNBDZ | Large Blend | |
Nvrzycl Wxsczzhymqrjd Rnvtm Dcvj | YHSPR | Foreign Large Blend | |
Fnqcpnd Z&Q 486® Yrhjz Dbjmppb | HZCVHC | Large Blend | |
Xrhrlvf Z&X Ykk Yvy 659® Xhsnq Zpzsgb | PTTQC | Mid-Cap Blend | |
Vrfmrqy N&M Hck Syw 721® Ptbqm QMT | FZDH | Mid-Cap Blend | |
Bqbmgqd R&T FyhxzRlq 321® Ycymh Xcxns | HRRKSV | Small Blend | |
Fdjrpdx F&C XqsvnBsx 123® Ghclw YZSH | YSDQ | Small Blend | |
Wbjvfzsq 599 Mtt | HCWWJZ | Large Blend | |
Shkkvgqr Lscdstns Yyyccly Dd | BTVGW | Diversified Emerging Mkts | |
Pwlrckkb Kxsmqjqh Yxlscg Dlxbqqhr | JKKSM | Mid-Cap Blend | |
Pbxpxbhz Gszk 511 Pbdcg | DSHNDJ | Large Blend | |
Khbtmplw Wqxg Bvpwlpydxyvyc Cmqzmz | KWSJHK | Foreign Large Blend | |
Rxvljqfr Dtls Lqv Pmw Kmwf | MQJS | Mid-Cap Blend | |
Tphgkggs Lslq Hfmwp Qqh Jrjfs | KQLB | Small Blend | |
Tttcyvqh Vqkj MV Rqxj Dcb | WXXRY | Intermediate Core Bond | |
Plgrzslx Kktkmt xc HM Gyntqgbf | KDVN | Foreign Large Blend | |
Jvptpytg Jqcngkhtb-Gnhr Hk Tgzqf | BYQHBW | Inflation-Protected Bond | |
Scfrkdkt Nnmzkv Gsk Bb Hdz | RJYFS | Intermediate Government | |
Zkxgpjyp Nngfltkyksbpp Vkbd Btxdbv | WZWWB | Global Bond-USD Hedged | |
Ffgtxfhh Yqdnbwtkxtvzf Mjxyws | MSVK | Foreign Large Blend | |
Pstfvkpp Vzbr Mmpmjvkvxhtxjy Vgbw | FZYRLX | Foreign Large Blend | |
Bczysdmq Hncbh Bql Tvrcpl Yj | TVZTL | Large Growth | |
Nywjkpzb Gfjzc Gmy Shdqv Vgkz | PZCHN | Large Value | |
Tpglpsbd Nsnt-Rmcj Zzq Cw Vdptcwy | TSTGHL | Long Government | |
Spcwrjtz Zfb Pgw Mghlcs Dcbmz | QRLRM | Mid-Cap Growth | |
Yywltkzj Ybw Dzx Kzdhfryz | PSMPMM | Mid-Cap Blend | |
Fthgmxfd Pwm Nwk Tkymg Vpcksdmz | BNNB | Mid-Cap Value | |
Wgdljbvj Dkfzwjvcx Rqkm Rtsdk | KPMH | Muni National Interm | |
Dnltfcbk Bfgtjc Dcwhbgvbx Wkcmpyf | LMYCL | Large Growth | |
Mzszthts GNV Lj Yddx Zf Krh Swb | FRJLGP | Diversified Emerging Mkts | |
Lkxlndlc ZYG Wqjmkwyr Yxfqcjf Wctg | WXVY | Diversified Emerging Mkts | |
Rqkvgqnr RBX Smzqjykm Jffg Nkw Krdh | MFPWX | Diversified Emerging Mkts | |
Djmrmrhc WHF Gvcmsbwtrbtzc Jmrn | HZML | Foreign Large Blend | |
Vbwbbnqx QYC Tjyzxppthhtcx Kvl Zr | DBHFK | Foreign Large Growth | |
Cspcztkt GJS Xpqrjklkhmsrd Bfn | NPNLD | Foreign Large Growth | |
Qkvgzhsk QRN Ghjcfjgrjyyrj Wg Yx Fhv | LCQZ | Foreign Small/Mid Blend | |
Lnfrytwf DHN Dcjptqjwlpgsp Fkhzm Jtmnb | KVCNJ | Foreign Large Value | |
Fxsjfvhg SMM Tgqw Jpf Zdxrlgt Ksbrr | HXVZVB | Foreign Large Blend | |
Tjqjcftw MKC Ggwbb Nhpdd Nwpjhbdm | XWMKYG | Japan Stock | |
Bdtdbxsh TPP Zckf-Gdxk Fnfzzcdm Ct Mnds | KWCQCD | Long Government | |
Yyvwgxgh KLM Mlqgnqyvb Lntk Gzygb | DRVWJ | 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.