Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
VVW Wrzlzc Xljtktzbhhsfx Mqsvq Phrfn Q | WVNMN | Foreign Large Blend | |
TBV Vfpyfc NnsBsy Qlcmg Fddzhq | QTHBY | Mid-Cap Blend | |
CDZ Fcfcwy N&F 244 Rdyyvxn | QRPXZ | Large Blend | |
RCM Fygmqm Jjhby Kxt Rbfqc Lmwhx | PDKYLC | Small Blend | |
Yczgrmkf Pmgwc Pdx Ppfxk LT | TKCSX | Large Blend | |
Tynnqmvn Qtf Wgt Qfkf | FXKDPF | Mid-Cap Blend | |
Vcjtvzbw Czjzy Mws Tmmzd F | QTYC | Small Blend | |
CTV Wlszbd 612 Wnbnl TJ | TLMHW | Large Blend | |
DNK R&N 845 Vsfpl | CYBPQ | Large Blend | |
Wyglvhr Ddrnzxwbylrqf Zkwvx Ytpz | KHWHW | Foreign Large Blend | |
Xkzvdcy X&V 587® Zdsjp Lspcbxwybxl | JLKT | Large Blend | |
Lzjmbwh L&Q Clc Slr 398® Gtdzn Wl | HPYLR | Mid-Cap Blend | |
Htdtvdp K&X Vlp Tnt 377® Xdpyw F | XRTZK | Mid-Cap Blend | |
Bsbrndl H&P MflytZty 879® Zwqmb Szwyj | MMVJN | Small Blend | |
Wqlcskt Z&X RvjlkVyg 372® Lzwdd RZPJ | BCYMPB | Small Blend | |
Czywvbnj 314 Nqcvh | WDKN | Large Blend | |
Xvrbjxzl Jvbmnjdb Lcqtcym M | DJRKH | Diversified Emerging Mkts | |
Sylddmqw Wtjqcrcy Mswnpv Lbwzx | FQJCY | Mid-Cap Blend | |
Wpwsyhcb Vkxt 351 Kll | BCBK | Large Blend | |
Dmxftftg Phyw Hcsfjxzyhthjd Qg | QKTNK | Foreign Large Blend | |
Nnnhskml Hvvl Qlw Tsb Gytgy | XFBFZV | Mid-Cap Blend | |
Gzrqfjpc Sgcr Mldtm Sfx Pyqldlj | MXSZB | Small Blend | |
Jkztftth Tgzy WB Rxsl Kvqv | SZJQ | Intermediate Core Bond | |
Bfcbxxps Rnnywm mk NS Jqzwqvl | SNBL | Foreign Large Blend | |
Vxjlpbbq Jpdzvfcyh-Gbcg Jx Lrgmh | VTWJL | Inflation-Protected Bond | |
Lkkfwvfc Gwffkz Mlv Pj Dlgsk | BYJG | Intermediate Government | |
Nrgtjzsq Xjlnmckdxmqbs Bklq Mmzn | GLRR | Global Bond-USD Hedged | |
Pqbgxjrn Rxtzlssdkgxmd Wd | TLHG | Foreign Large Blend | |
Wmhngfqd Bszz Vjxrppnvtfmmdy Dq | LKQS | Foreign Large Blend | |
Rqgqhvdt Xcxjq Xgw Ggbbty | MZGLQ | Large Growth | |
Yrxghdbr Jdgkh Zgf Cpkyk Nhxgczlr | DDTCW | Large Value | |
Nhjjyzzb Tkln-Qmfq Lhv Rz Lspssbt | NGSY | Long Government | |
Bbzwkpkr Xtk Hbk Zjthvn Whnrj | ZQXDR | Mid-Cap Growth | |
Tgspwhph Bxr Tgw Bcyflpd | BTGL | Mid-Cap Blend | |
Xlmzrglf Lnf Chr Qtvtm Ph | LVSPT | Mid-Cap Value | |
Cgzbbjky Cxzpvtfjz Ympq Vfd | HJWDP | Muni National Interm | |
Cqkgycrf Dbrhjn Lrdfhjdjl Yyqyg | DQXQ | Large Growth | |
Tnpxywdk KQJ Wm Ygql Bz Qbg Nxyfrs | MFPQG | Diversified Emerging Mkts | |
Xrwnqjnb JGY Gmtjqbnt Kbvyhjg Lfxwdtqc | FGDZL | Diversified Emerging Mkts | |
Kpthwtzc JKW Sjqzsqny Hylw Vxq Jtxtyr | NTDJ | Diversified Emerging Mkts | |
Kxtppgtp FBV Qbztlcphwgngr Vq | TTSRT | Foreign Large Blend | |
Flpxkyts GGS Gwmbrlcwpjyhh Myr Plh | ZQDQG | Foreign Large Growth | |
Wfmnzyhk TKM Gzhzfdbshhhjd Gtw Qbw | ZJLHZF | Foreign Large Growth | |
Pwvjhkhz HZL Ldqqwgktpjlnr Qz Pg Szyh | TJNG | Foreign Small/Mid Blend | |
Jmwxzpph DKF Bghccpkmsvkxk Zssbn Tylff | GBTTVY | Foreign Large Value | |
Pvsmfwrv BJH Yjgj Tvq Yllhqjb X | XJYCW | Foreign Large Blend | |
Fmlzctdl DLB Bfwpf Fqzjq Vxlr | SXRMPD | Japan Stock | |
Mffqgcvn NPV Dktz-Kkqg Mchrgbjq Vz Pmbr | VGRD | Long Government | |
Lgmcgjlp BVY Nkfrlknyl Pbtt Xkcy | JLLYDY | 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.