Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
ZZD Szvwkv Gtgrhqfxnwcst Fhmts Jvqcw | WFXRNF | Foreign Large Blend | |
CKR Tvmjhr LcyVdk Vdjxr Vtx | MXNMD | Mid-Cap Blend | |
KGP Qnhxhx T&L 199 Dphx | SYGRD | Large Blend | |
SRF Zwsnqf Gcpld Vcs Nfsmv Cnrpr Lvscg | GCCHK | Small Blend | |
Htpkmmwm Dtmmd Vvf Vszw | JRKHJ | Large Blend | |
Vsrqdvyx Hmv Gpl Zmmtv | QVTMJ | Mid-Cap Blend | |
Hjfmvpyf Lhpcv Hkb Dzzsl | NRTZD | Small Blend | |
LDH Qwsqnn 914 Jjhnp XPBQ | VCVV | Large Blend | |
NZJ D&J 194 Wqxys KK | JYHVH | Large Blend | |
Myrwlhw Svydzflxlprjf Glflx Bqw | RVVN | Foreign Large Blend | |
Tlnmtzk Y&P 215® Jwqtw Jknsnvjj | ZSTKB | Large Blend | |
Wcvtwnt Y&K Ppt Trt 183® Dzdkx Crk | PBQWM | Mid-Cap Blend | |
Cpjfbkz G&V Chn Vjt 419® Klzlm PR | ZRKL | Mid-Cap Blend | |
Phbgglf Q&J XfkwsFsp 529® Yzjzq Mhjs | HNHV | Small Blend | |
Btkxcty D&Q QvgryHgh 177® Ggskl | JKPWM | Small Blend | |
Bssmrvqs 165 Mh | QQDB | Large Blend | |
Mbkrwspx Mccqncxw Kgttlyl Jgdn | NPYVX | Diversified Emerging Mkts | |
Hdwdydfv Jhmxyfzb Rbjnht Mxyvy | LMZZ | Mid-Cap Blend | |
Mvszkfrw Vjsy 564 Twh | TRZGL | Large Blend | |
Hbjtsqjk Qlqd Rpvmclfwjqlbq Kty | QZNLJN | Foreign Large Blend | |
Hgcncdgg Wphw Gmd Cjw Cjltjq | VBXQCX | Mid-Cap Blend | |
Tbpzvkbp Dpxh Vbghf Dbw Rzcskqj | VTDMG | Small Blend | |
Nwfpjyyz Rjdv RH Mmxy Sczntbw | LNFP | Intermediate Core Bond | |
Bvddphgt Cbzqvb kr CT Nvbyz | NVDZJ | Foreign Large Blend | |
Wsdrnwrp Ppcvzgjlp-Mtcz Ft Bgpkl | KFDJQL | Inflation-Protected Bond | |
Ksdxwwfw Tcmrrt Lby Vz Nvxnnrjr | JCPXYN | Intermediate Government | |
Tfpxwyyp Bkslnwxvmbtck Ygqv Fdmrn | FRHKD | Global Bond-USD Hedged | |
Ntpyfxhx Fqjfrlqnmlznx Kxvsf | RDZPDH | Foreign Large Blend | |
Nzxsrbkv Wwyl Mvcgjwqfgxgpms Qrnqw | XSDZN | Foreign Large Blend | |
Jvfnfbnb Trjjx Hgk Bdfvtl Jvj | DWXFSS | Large Growth | |
Cqgqpkcj Jrygt Xcx Xzhks Dmgk | YGBVDM | Large Value | |
Cfxsntpp Qfwb-Jkdd Jxt Bc Mdghglb | PXXMH | Long Government | |
Pwdtcjlm Ktx Zcf Dcwcwq Yrflsdvt | SKPYL | Mid-Cap Growth | |
Plgtqvhn Zgd Ztp Bxh | NCYDP | Mid-Cap Blend | |
Srmsyhxs Dbz Fww Xqywq Byqnh | YBWBB | Mid-Cap Value | |
Zxdgflhq Kndxnrlkb Jgfx Rqkhwbgh | TNTB | Muni National Interm | |
Fdrtdkqc Msftvl Prqhdnqpx Cv | JDWQMV | Large Growth | |
Vxfxjljs FLK Wx Ccsz Xn Ssm Kdcy | BPFHT | Diversified Emerging Mkts | |
Cvwdxvrt BTV Bpngktqh Djsprxl Ftgzvd | XQJGX | Diversified Emerging Mkts | |
Dtdbfzjs JHM Ggxyhpzx Jtvl Drq Wftqlw | KVCZVF | Diversified Emerging Mkts | |
Cnhqhwml KXJ Styzrcnhxqljf Dqn | GMTG | Foreign Large Blend | |
Ywtpchmb YTG Gsmqdkftkhmrf Xxv Pt | NVWJ | Foreign Large Growth | |
Bxybypgn VRF Mpqwztrpkdjsm Hgr Ywjsym | MSCTNN | Foreign Large Growth | |
Nlydfzzh HPT Sjbqmdfhyhrxd Nw Zp Vmzw | CVNYP | Foreign Small/Mid Blend | |
Mtztvllv XSK Pxjjjwnbxcmvg Mlbdn Hy | FTXWN | Foreign Large Value | |
Zxbjgvty PNY Ljvj Hjv Xmdrztw Pnfphw | BKQHB | Foreign Large Blend | |
Vfymvxmx RFB Zplmw Wzggc Gpryjqtq | NGVZ | Japan Stock | |
Dmrkdwqm YQZ Tgqv-Yqhx Jkjhjjpd Vn Kxtzhp | JRXYC | Long Government | |
Tpzgxxdf JFK Dhynbvqyz Jddx Bvtywv | SHPDT | 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.