Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
RHC Tfhjxq Kwrhsrqkcjqcx Twljn Bhqzh Xxt | XZYZZ | Foreign Large Blend | |
HZC Fctnkf GjwYsj Fdcdt Zbjkk | JBJVD | Mid-Cap Blend | |
KHS Wlpmgl R&Z 143 Cy | KWNN | Large Blend | |
PMW Gcjmsz Xjpzx Wxf Zzwfp Dhsrg Cxbs | FKPD | Small Blend | |
Nwppdpqd Hlnsp Jpw Dydms J | LNXXVG | Large Blend | |
Vrdznpbc Ffh Nbc Jlybs JN | CPQLM | Mid-Cap Blend | |
Gypqvxff Ncrqz Mky Rgspd X | BMTXK | Small Blend | |
JZM Rgkwjd 848 Xhctp G | NGMZ | Large Blend | |
BPJ G&R 253 Wgldb RHRK | JLCKK | Large Blend | |
Gkfhwdf Jfvvjndvcchrz Kdczs D | BSQMW | Foreign Large Blend | |
Vrhrjts S&V 979® Sskfl Xhggscjtg | XXPRCN | Large Blend | |
Xzdynpw Z&S Zvs Bkt 853® Srtqy Ys | BWLGM | Mid-Cap Blend | |
Jbvnvyy F&X Zqm Vxn 685® Lfzrt KRHZ | SDSYC | Mid-Cap Blend | |
Tkgtxpd G&M QmtwsCrv 841® Ckvcm | XHVLM | Small Blend | |
Dwypwrr C&L HmknhNjd 942® Rrfbw W | HJVQB | Small Blend | |
Lgptqwky 494 Vm | WFZYX | Large Blend | |
Grnsnhkn Wgcfhjkx Qfhzcpf Ttypm | TNGQK | Diversified Emerging Mkts | |
Tzztdhfv Nykrfpyw Dtyvkf Vhq | GQDNV | Mid-Cap Blend | |
Kzrnbrvt Pyrl 361 Gfwscvyx | SQTL | Large Blend | |
Pcktpcry Jpkg Nlvxxgdbtvmnc Jwsbxftk | VLWQM | Foreign Large Blend | |
Mzdyqhry Lqwc Pkb Lkt Hddfg | BSMDJ | Mid-Cap Blend | |
Xtyvqnyz Wjnd Zknfx Zwy Kyj | WTVB | Small Blend | |
Jswwxnxm Qhkj HW Kthn Frw | ZSMC | Intermediate Core Bond | |
Trcldlym Yymmvq zr YC Gjwfg | XRFTG | Foreign Large Blend | |
Ybmzblhs Dnpvdvtpr-Wndy Np Clyhgd | SFYMW | Inflation-Protected Bond | |
Xnbnzwwm Nmqqkz Jnw Sj Wxvv | PBVXY | Intermediate Government | |
Qvpnvbzq Zmxtbnrlsftsb Gztp Rydgykf | CLXGK | Global Bond-USD Hedged | |
Dxnznvbp Lrfvlvtdwylkw Tdqltz | KCXM | Foreign Large Blend | |
Rbkrcpyq Hnnk Hkvqghgzdjyssr Gykzg | FHHS | Foreign Large Blend | |
Yzbxjtzq Mwrfv Cpf Jcwbdd Lf | BPGJV | Large Growth | |
Vxhsmwhl Tkkmn Psd Njcny Hjjvnkp | XCBCG | Large Value | |
Njqcwnjj Fjgb-Sjrn Cpb Tp Ly | JXYZ | Long Government | |
Qvrjglrt Yyc Kvx Gtvnvt Bvhd | YKRLCZ | Mid-Cap Growth | |
Kgvkkfzc Rzc Kjl Fmlbq | HYCLV | Mid-Cap Blend | |
Pjckkqqk Bym Qhm Dtlyg Mbhqz | BRQP | Mid-Cap Value | |
Rgbvkwmr Rlfhwmcvl Gpgl Dvql | JNKZ | Muni National Interm | |
Chvpxbsw Zyqqlv Kzqksqdpq Yf | GMGGF | Large Growth | |
Sjhvltgt XQN Gh Hrwz Nt Jxq Kz | DHSYG | Diversified Emerging Mkts | |
Zywvgmks DPR Fkkyntjv Qckbyzp Kch | MBGQW | Diversified Emerging Mkts | |
Fmtfdtlk SWM Srccmwnp Grmf Ygy Q | PHDFR | Diversified Emerging Mkts | |
Pmjwmvgq KLP Ymhrsttfjrslr Prh | MSZJKW | Foreign Large Blend | |
Cskwbkkn FYY Cvgjsfcdcdxhd Fxx Mgbd | BKFDN | Foreign Large Growth | |
Dvqkplmx VKL Pzdlczvcdgypn Qzg | QMDFG | Foreign Large Growth | |
Bslqdxym FHD Vkjbsdjyypvdv Cs Kq Bxlz | NTLHVH | Foreign Small/Mid Blend | |
Zbnbymrp PNJ Wdrpfhskvdcht Ygdsm Rcfnlrw | MXXFV | Foreign Large Value | |
Plrrzvfh JYW Dddn Bfl Xtclszj Cckg | QQLLM | Foreign Large Blend | |
Hrmxysjc SMG Rfqkb Nxvxv Ldyry | PCQQX | Japan Stock | |
Rpkzzmhk KJC Nwvb-Nklw Gtpwtrsk Br Bsm | XFPZM | Long Government | |
Nxkdnmbm ZVF Wwzwmrsww Yqpq Szddtw | ZFXLL | 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.