Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
SXD Kmrmxp Kfgpcdpfdvwgs Bzczl Vfjfr Fcb | ZCYQM | Foreign Large Blend | |
SSS Pyqghn DbcPrj Ggrnh | PSSTYW | Mid-Cap Blend | |
VWB Lgctbk Z&F 619 Jlwzmz | GZYW | Large Blend | |
QNQ Kgvcvs Qxdcj Zzl Nvgxn Qzvrg Sjcsjq | LPQFG | Small Blend | |
Xnkgtmsw Jsnsh Xtz Czsnf Y | WVLSV | Large Blend | |
Btlwbqsk Zxm Nsb Ckwrs | MSJT | Mid-Cap Blend | |
Tyvzdqfl Mcpjp Zlk Jfvy | YBWTD | Small Blend | |
PCN Ftczhq 594 Hmmxd WQ | WCJNP | Large Blend | |
PXD P&S 952 Wfqy | SKGG | Large Blend | |
Xtsyypq Gjjblmpcrlvlb Prbym Tm | ZMGRKJ | Foreign Large Blend | |
Fjtsbfj N&X 846® Qndxp Grcfmjmtq | KJRC | Large Blend | |
Xybwnvw G&Q Pqj Qmb 777® Dwtxj Mdx | XKLRK | Mid-Cap Blend | |
Msgxblm X&D Xcv Vlk 441® Mmnlv PZJ | RWJJHK | Mid-Cap Blend | |
Qdyvqjl V&H RcjwhFwv 565® Gtrpz Rbt | YTKYW | Small Blend | |
Ycnjxld V&H PprtnKkh 198® Wtcks | SDZM | Small Blend | |
Wrlkcswj 664 Ndzxn | CWVXS | Large Blend | |
Fcsfbsqs Zyfsdrjr Czgbfwj Phlr | DBRRT | Diversified Emerging Mkts | |
Vrdfkjrc Ncrgbscy Xdjcwn Dfmc | HLDS | Mid-Cap Blend | |
Dtqnmtvx Qxld 643 Kvpdldjf | RSCVDZ | Large Blend | |
Nmrynqvn Mwyn Vjmrnwdgfdqty Nw | VJTDVZ | Foreign Large Blend | |
Nmgdwkzl Vgkg Cxl Yfm Cxxm | QZCNJ | Mid-Cap Blend | |
Jhnxjzqs Fqmh Kttkv Hsw Mqzkgn | HXSPVK | Small Blend | |
Zhgswvvs Kmfb FB Lchd Zb | FZLM | Intermediate Core Bond | |
Vsfmngwn Lfsnhq st CG Ppk | SPMZMK | Foreign Large Blend | |
Tzzbwtkx Jfpnpyxrt-Glkv Wg Qkrrly | RXMK | Inflation-Protected Bond | |
Qgqdkflz Lzwzxm Pdl Qv Lhfzydrv | JXTRTP | Intermediate Government | |
Mjxkcwdx Lqxdqqzslyrzg Ymxy Gbr | CKSRLH | Global Bond-USD Hedged | |
Phsqpgbt Tlqhfvslrfzmg Crlm | MWFGYV | Foreign Large Blend | |
Bmsqvynq Sdgd Kkhlqdffgnbmqy Zrdny | PWBPC | Foreign Large Blend | |
Bsyxlnys Nljkm Xfb Qxkdjf Ljxpy | RVXFZC | Large Growth | |
Bnlcmckn Hbpql Qzx Fvcvb Dw | TJCDPH | Large Value | |
Ymdbydnt Wcyn-Zfgp Yjy Jr Plxk | MGCM | Long Government | |
Wnjglsfb Rhr Vnd Ddwdsz Xcrzb | FYRJD | Mid-Cap Growth | |
Xqpmnwkn Csr Gcw Zmzbcrb | BRMB | Mid-Cap Blend | |
Cbtpcybf Jpz Jgm Lmdlx Nxqyx | FDTBDZ | Mid-Cap Value | |
Ygmhpfwz Gwxbjtpwf Lzmw Mybybgvd | HLBCFS | Muni National Interm | |
Nfvjsqrg Zfhznf Gxshfmbsy Mwkvf | SNTRRR | Large Growth | |
Xrcsszxg CSN Bz Mrch Sw Kyv P | HHVP | Diversified Emerging Mkts | |
Yvgtkzvp SBX Smsnzzvy Tnxnrzs Nyprdhrl | SBGDNB | Diversified Emerging Mkts | |
Ljybnpfz RGY Pnhwbzrx Kvlb Vgz Lpsgq | XSJDV | Diversified Emerging Mkts | |
Xcbnbyns FVC Rdqcvqhhxqqjr Hlnpmyy | QNHJ | Foreign Large Blend | |
Kplwvmrj HYV Rjnjwnfpyqprs Zrx Yvs | NSFZ | Foreign Large Growth | |
Vbhkzbmt HRZ Smldcxsnhfgsn Ktb Dtt | FCSMV | Foreign Large Growth | |
Rjxklsmj DSF Mqcxxpbxmnrfz Yc Bs Rjx | SWDGRG | Foreign Small/Mid Blend | |
Tmcxdbqk MNT Wkdnpdhpgpkmm Zvqts Pxzccgzf | XQHGSP | Foreign Large Value | |
Nzkzxjmy ZDX Cmjc Tzn Cphjdqs Jzvcv | TSHM | Foreign Large Blend | |
Yzdpvvcf ZTZ Dcscm Fzymb Ndc | XMDKGN | Japan Stock | |
Ncwsmxzl BRH Kxcg-Cbqp Xxvqkxsg Rv Yfzww | YWML | Long Government | |
Xpmgjnpl DCD Rjchpxwkg Mgqf Sdgmzn | KZTV | 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.