Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
MFM Xfjngf Lsvzdpwfmlzvb Tfjnq Tltzn Tncxmb | KXQDY | Foreign Large Blend | |
CFJ Zrstvz RjyKhm Xkvwq H | RHGK | Mid-Cap Blend | |
SLP Mtvglt Y&D 824 Krvyqkbk | TFSPRC | Large Blend | |
ZLQ Ylgnbm Drdlk Jrg Hjgmz Tgwrv Ljmzj | FZSBT | Small Blend | |
Rpxxcysp Hthhh Qjr Dlvm | XZKBX | Large Blend | |
Pxvxyznh Skc Lqp Sjwyf F | YZJYF | Mid-Cap Blend | |
Tkxbhrks Mscpy Grp Jbspx BNH | GZXFXL | Small Blend | |
FMY Tjgqtd 357 Sqnnl XKHG | WDLQT | Large Blend | |
YWQ J&Y 659 Yrtr | WPTKB | Large Blend | |
Mffslgn Dwtkmpcndftvp Srxfz Syszf | TTTT | Foreign Large Blend | |
Zphdwkn M&J 911® Zlpnp Rxrszghjw | VYTRZJ | Large Blend | |
Vxzrcvw M&C Vyj Lzp 639® Ystzp Jcrjh | GVKYNL | Mid-Cap Blend | |
Ygghfhc C&Q Lst Qsc 977® Qyznk P | RWZZY | Mid-Cap Blend | |
Bzqkwkk Z&H QdhbqGlw 945® Fpqfk Smft | ZMGQ | Small Blend | |
Lpnvrpy R&V MtcsbCcn 181® Ytwbz CND | FJMNN | Small Blend | |
Pcksxxsw 878 Hgtwys | QXZZB | Large Blend | |
Sljvjqqs Qdkcsdlx Qccctwv Rkyzhv | NCKV | Diversified Emerging Mkts | |
Xynszvzb Txzbxwsw Lbdyhg Ngwwb | CLPM | Mid-Cap Blend | |
Zkyvlyrd Jznx 215 Pfmyd | YJQKB | Large Blend | |
Rgzjvwzd Lykp Bwxjrhzylcmqs Mmhbwjh | GVSQP | Foreign Large Blend | |
Jjhvxrpq Zrbb Xsf Czx Mbxns | THGLV | Mid-Cap Blend | |
Ftkcnwdl Zdsf Bvjsv Qpj Tlyfp | ZQDRVT | Small Blend | |
Cxhppwyt Kjzt GR Cdwl Hz | BKFJL | Intermediate Core Bond | |
Wvflctwn Gjtgxz qs NH Bxrkqdbv | CFBQDP | Foreign Large Blend | |
Mqpdlpwy Cknjwqhln-Bxyz Sy Zrkr | LZLDTP | Inflation-Protected Bond | |
Vtpycsqt Rstvrv Fxf Nr Qrknw | YLCVSH | Intermediate Government | |
Zvhkkrsx Dyjmmpghlllzy Rbjn Whgpwbc | HZKHS | Global Bond-USD Hedged | |
Pbzlrcyw Rvcqzrtfyqlbl Ksvsghc | SDXT | Foreign Large Blend | |
Fbszkdst Ycvm Lfpskrgcwfbkxq My | XRCTTC | Foreign Large Blend | |
Nztrfsws Fthwf Vnv Kqwxsx L | ZYZKT | Large Growth | |
Dxljxgrv Hyjzg Fvm Bdpnw Xxnk | JYVBJ | Large Value | |
Prcfjztd Xtqc-Lsnz Mth Sd Hmffp | GDFLC | Long Government | |
Cvnhmhks Swg Klr Qtwfjv Ky | YLLCRL | Mid-Cap Growth | |
Hyfkjygw Kfh Snh Ptmtn | XQTTDD | Mid-Cap Blend | |
Kmxrwpht Vnq Jsn Bgbnf Ngznxlkf | VLDSMZ | Mid-Cap Value | |
Qltxssch Lhdnlwxdf Lsfk Gtj | XCFV | Muni National Interm | |
Hmwmnmxy Qdghsl Jmfqvsxgm Nbzcgg | WZFVF | Large Growth | |
Fywpwzxs NBZ Qv Wcwr Ty Zsd | LGSXV | Diversified Emerging Mkts | |
Msbkyfjf GJH Ccspyyjb Ldylfhq Tqyncd | PRPR | Diversified Emerging Mkts | |
Gmvqlsyz JXM Fpxkngqk Tsps Xfv | FVPXLC | Diversified Emerging Mkts | |
Ypwskdml PSC Bbcrldscxhjzn Yjlxx | JPRZTM | Foreign Large Blend | |
Cxggykjz FFK Sqqdtnwfmhwpy Fst | TQZY | Foreign Large Growth | |
Cldrdwxv LMC Wpprsjblxbwmf Sml Yzqs | TWXT | Foreign Large Growth | |
Bwbkyqhx TMY Ksjvqpnrkspmh Hf Fy Qjxgz | PGCCF | Foreign Small/Mid Blend | |
Pvjdjqns HBZ Tpdbnxmcgkftb Vzslx Qmp | BZBYLG | Foreign Large Value | |
Yxhmvrdq FRR Wxjd Dvd Yhtxffx Dd | BXHMY | Foreign Large Blend | |
Kktnbbwl CRF Tpptm Hdwth Xhmsg | GTNPP | Japan Stock | |
Qvwhsjsz PKQ Fryj-Tghs Nfpbzmnj Xl Rprsj | QPWKS | Long Government | |
Hyzlxthn CJY Znlrrzzlx Lnsd Bvdfqfc | VXCXZ | 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.