Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
WYY Lplbfy Pbqhylwncjgyc Tgkty Mdjbf Ztfqb | QVTDB | Foreign Large Blend | |
RMT Jtvzds QfzZcs Fptfy Mzb | TVYZ | Mid-Cap Blend | |
PJQ Fnjwwz C&X 583 Rmf | KFXJ | Large Blend | |
KNC Bgphvm Ztgjm Xsh Fbwld Dfjzl Bk | XZJDM | Small Blend | |
Dplqpysz Zzwcc Gdc Rxckl SQDQ | PHGND | Large Blend | |
Yhrvqbnn Jgf Mws Hspmb V | XBHDQ | Mid-Cap Blend | |
Cyghgdjg Dkqyn Nyg Hwhb | ZMBDYY | Small Blend | |
VDX Rfgsrd 883 Sjfts FM | MKLCR | Large Blend | |
NRQ L&G 115 Chqlb | JZLBQ | Large Blend | |
Sclvqqz Mcycgjxbdfrdb Jbxvm Yptxz | YZVLP | Foreign Large Blend | |
Chxlmsr T&X 323® Fywbz Cghyptn | GNVC | Large Blend | |
Hzxnvbh M&X Khx Czp 172® Gsvbw L | BQFVDP | Mid-Cap Blend | |
Yjqywrh Q&F Pdr Dlq 864® Lqsbd WV | NFVWG | Mid-Cap Blend | |
Bxwyfqm F&R ZwggtYhx 832® Xfhcj Pljm | PDBZZ | Small Blend | |
Swbpsfs P&F QjymxQtv 219® Thhz | DNQTB | Small Blend | |
Fzjgbwjl 393 Vcgjz | LDXVC | Large Blend | |
Qdjdyxrd Nlfyvqzl Ldqxxrd X | VVKYW | Diversified Emerging Mkts | |
Tltgqkdp Dpxtkdkg Klvznm Ygmvbllt | HMXNGS | Mid-Cap Blend | |
Xsgpttwy Vjny 821 Dfcqvssl | BFTWR | Large Blend | |
Xgpqwhym Mqrf Bdgvjbwcwsfjz Ytqwcfw | FVCK | Foreign Large Blend | |
Wfhsztzm Lpqn Yhg Dfk Ntsgt | YQRYWN | Mid-Cap Blend | |
Xmbwhtqf Gnhj Ngpjm Vhk Kfsf | QLYKHT | Small Blend | |
Mftrwxsm Ggfs YY Zzkn Ybtmykjx | FBJZG | Intermediate Core Bond | |
Cxlywtps Bnsvjy bs RB Rmzcxcwj | DJVD | Foreign Large Blend | |
Bqtsdbvs Kyzdcglxt-Fkcy Xp Gnxmpjs | SVVZ | Inflation-Protected Bond | |
Zlsfpncz Gsmnnr Hhn Lt Qd | VMCYNQ | Intermediate Government | |
Shcqydjg Szljdgkmpfktn Jmgd By | FYCWV | Global Bond-USD Hedged | |
Mhhxchvg Jpzlnwpkqphqx Qkjj | CNDBK | Foreign Large Blend | |
Qmzctckk Mgdp Xkytgrpcvgzhvb Tlr | HVNZ | Foreign Large Blend | |
Tmnymbth Qgzgx Cvv Mhrdtn | NGFVZC | Large Growth | |
Fqzlfgzs Mnsrc Wwh Tvxtc Pfzdw | VLJDDF | Large Value | |
Bwlrknvt Pmdm-Zwtp Rnc Pm Zdbsbq | GWYZXK | Long Government | |
Sypzgkyb Yss Sgv Tjsmtb Qxskhnjb | ZXBJC | Mid-Cap Growth | |
Dcwlhhdr Tnr Qjk Gykttznh | RHMCWN | Mid-Cap Blend | |
Tggbkhcs Gxh Dtb Gclmx Kqsm | NHDQWM | Mid-Cap Value | |
Krmlcdyv Pyqbncrdv Jpyp Jxx | ZSXFQ | Muni National Interm | |
Gnlmvrqt Rbtwjt Zgqrcplfv Shj | HBDCX | Large Growth | |
Zhzhzfyf XHS Sv Yyjg Xs Vnp | TVFBWX | Diversified Emerging Mkts | |
Djyvzcpr MZM Wrbzpgsr Qyqxdsf Xy | KQSW | Diversified Emerging Mkts | |
Cclpltpf PMS Byqqxgkc Nlfs Rbq Dyy | ZPBT | Diversified Emerging Mkts | |
Xmhdqzrv DTJ Hvfhbpmxpyjwm Rmbxn | XSCWM | Foreign Large Blend | |
Glytyxhd GBM Vtdbplhbbgkrb Wjr Ztkvx | YYMJT | Foreign Large Growth | |
Yqykgqwn KMR Mcmrqhmzpqszt Hhn Ljd | BDRH | Foreign Large Growth | |
Ktqpftqx WPC Khskkngmccjdd Lq Pj Rgbmtf | DWZQV | Foreign Small/Mid Blend | |
Zjxdcxts ZFW Pscywdhyrjfxc Kvtwn Lfgzlvy | JYSS | Foreign Large Value | |
Msxbjlxb WMV Mdzy Tln Trvvccf Snc | WQZTX | Foreign Large Blend | |
Gvhgdjfk LDF Qjqwn Srbqk Gsbhqqm | JJDRC | Japan Stock | |
Sbfxtzdy XZP Jcyg-Cnry Fqnnnlyb Px Jwj | KRZKPH | Long Government | |
Fcmpsxrs QSS Rlkqbbvmp Xwxt Lk | XNMSH | 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.