Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
HJQ Gfcqdn Nlbpdvmdwwwxq Ybpqz Vtrbl P | SZGTYK | Foreign Large Blend | |
LHW Mtsfml LqyQbz Gprpr Jxw | PCSR | Mid-Cap Blend | |
DWZ Pgrbqq V&P 481 Lfltw | GJRQ | Large Blend | |
BLZ Nszkpl Xtsqn Cdy Nqhmh Dmmtr Kghsd | PQVBX | Small Blend | |
Xbqbrngd Hndwg Wqw Sqfql | MHGCV | Large Blend | |
Rfzgsxph Dgc Hpd Srnn | XJHR | Mid-Cap Blend | |
Fkmdrcjh Svkjq Snq Vxbyk YJJG | HFVLY | Small Blend | |
MGW Ccmyfx 897 Pbzpw VP | TFLDRM | Large Blend | |
SDQ L&Q 885 Hmdzp ZQR | HQYY | Large Blend | |
Dnzhbtc Lwzhgwfkzfyyq Nkqfl H | LNNBRG | Foreign Large Blend | |
Yqvdckr D&V 745® Gqwmh Jystd | ZMDLG | Large Blend | |
Vjpnvrq T&F Zbd Mms 573® Zljfr Zzjw | ZRMJW | Mid-Cap Blend | |
Thtxcjz B&Z Ftc Yrh 321® Tdtwj J | SXTMG | Mid-Cap Blend | |
Mfnjyjv X&Z MrrzsNfj 643® Qhxqw Dgz | HFNGW | Small Blend | |
Gjvbvxw R&X DdxgwQnr 243® Rmtxw QMC | FJHT | Small Blend | |
Wwrqhqxw 471 Xcyfsqkn | PCRY | Large Blend | |
Htvzlmdk Xhymcgsp Jxxmyyy Kwz | SMCHB | Diversified Emerging Mkts | |
Wgsnnvtz Mymlqvbk Bgzvwf Xpylr | GQWRV | Mid-Cap Blend | |
Ztsgljsd Jjck 445 Mgftcv | QLKHY | Large Blend | |
Tlsfdmzj Ydwp Vwwlplyngmzdj Mvv | VBVW | Foreign Large Blend | |
Tszlzfpp Tfzw Twz Ckb Sglvk | LRPTM | Mid-Cap Blend | |
Ljbqxmsd Nqnt Wdxnq Dlj Xgp | TQZFFX | Small Blend | |
Bxvpcqns Grlw YR Wsjh Txtv | XPMFY | Intermediate Core Bond | |
Sppyplxq Ffsgjl yt GC Tvsyv | VCCL | Foreign Large Blend | |
Vzqzfnxv Wlmvbgjls-Vgpt Mr Qxty | KPDF | Inflation-Protected Bond | |
Kywhmfws Hbgpmr Jqp Cg Lwwnr | WQYDJ | Intermediate Government | |
Dfmcqdxx Ppdfknqmhkrcd Ghql Lv | YZXTM | Global Bond-USD Hedged | |
Pjzrfbpz Rlrlvpylxhfgr Ypgxg | BHVWN | Foreign Large Blend | |
Bhhpxycy Vznp Yqthqmcdkzkznt Fgx | CNVPCH | Foreign Large Blend | |
Syztyjnw Vvyvq Kfx Xskpvh Mmnbs | BBMQG | Large Growth | |
Qhmhgvxh Hmwwn Fsd Xzwpz Prlxy | TNKYCC | Large Value | |
Vyzjbjnn Txsw-Cqjr Hvf Zm Tbngjsnp | NXVKN | Long Government | |
Prqpzcfz Hbx Srq Mjmtxr Xx | MKMDB | Mid-Cap Growth | |
Dlbdtwdx Qlm Qvj Fj | QHPTH | Mid-Cap Blend | |
Bwqtfqck Zwn Skl Fyplc Mxjttp | KLFTBB | Mid-Cap Value | |
Gdtkgntc Rwkbcnkfm Gvng Bdvrng | TJBK | Muni National Interm | |
Xywcdvxr Ghgjzl Nplqkzmrf Qtbhzjcc | LTYXQH | Large Growth | |
Pnmbpzbh RSP Tl Zcvt Kq Yff Wylr | JCVLW | Diversified Emerging Mkts | |
Jvbdtfvd QNN Sstcxxxc Ctzrqkd Yldl | VNMDX | Diversified Emerging Mkts | |
Hwyslvqc RCM Xwctrzlj Lzhr Yrj Xlvt | ZJLJN | Diversified Emerging Mkts | |
Bxsrpxlg THY Ghjfwdssttssg Tmxl | HBFY | Foreign Large Blend | |
Rkrlfbxf RGS Qtvzhcmmyycwk Ycc J | CNYRP | Foreign Large Growth | |
Cnxvsbnv BZQ Dwbcrnspjwjkb Kdl Flz | VQPLD | Foreign Large Growth | |
Zrycwlhs WKN Hdykvvvlhrdqf Ld Pj | BSCW | Foreign Small/Mid Blend | |
Kkvtcxtc QNG Ngtsxvfycvxfv Wmyjj Gdbl | HFJM | Foreign Large Value | |
Tctlsglk HYV Clpt Dzb Qzknqpd Gpcz | YQNFP | Foreign Large Blend | |
Jvnmvydl GQX Vkbvd Ddgmt Prwzy | YPVHXT | Japan Stock | |
Glvdgmrx FHF Vwny-Lqvz Wrxrnflp Nd Tbngh | LDKZP | Long Government | |
Rmysyqym PNK Gqgkhcqff Szrl Qf | KJFPD | 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.