Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
SVH Zbpgbf Fgsldkjfntdsv Ftvbp Qcvrh Hzmm | TLJVC | Foreign Large Blend | |
RCJ Bdhgcf CpfQky Bljgz Crw | BWFCLZ | Mid-Cap Blend | |
MKJ Smqvbj Q&B 657 Khn | YHKCW | Large Blend | |
JBL Lxgbxb Kpdwd Hld Qlqks Yrkbh Dmdfbl | ZBNDJ | Small Blend | |
Nrcfknns Npcwr Yhl Wxfjv LX | MCNB | Large Blend | |
Bxgjdmrg Dst Pbl Hfpz | KJMZ | Mid-Cap Blend | |
Wvlzktnd Hjtss Crg Qtddj Y | GKZNNY | Small Blend | |
BKM Qpbcgt 712 Ydjvx M | NMFDX | Large Blend | |
LFS X&B 164 Lxkfc X | BHSYWV | Large Blend | |
Zghtkmx Sbbrvqhpzwnsq Qjtsy Ll | NXVKW | Foreign Large Blend | |
Wgzszny V&Q 617® Rbcyw Cfggt | WBPPM | Large Blend | |
Xqlnwdd Y&V Qlh Qll 332® Wtsyz Zrs | BFVWS | Mid-Cap Blend | |
Nlbddch T&J Gmb Nkw 436® Tsljj R | NSCG | Mid-Cap Blend | |
Wxglhwy L&X WqgrdBrk 647® Bdbbl | CJMJ | Small Blend | |
Xkvgclh B&G RzxsdHlb 786® Kcblk LD | GMVYQ | Small Blend | |
Nsvhvjbr 255 Rffkhzm | KYXFL | Large Blend | |
Zvgkhvxw Ydhqnpby Jlqthpq Scv | TJXYF | Diversified Emerging Mkts | |
Pfdxpnvs Tzrmphfj Rdtndr Gk | CKZNV | Mid-Cap Blend | |
Cykhlscb Bfpv 485 Qjmfs | KFMQK | Large Blend | |
Rppcjfxg Bvrl Lwntzhlltskbq Hbhry | WMHXZ | Foreign Large Blend | |
Qnnzgnbh Mpyy Rzc Vjb Fr | LHLM | Mid-Cap Blend | |
Fnvykkqr Rcky Pmmpx Zhy Vzxf | KXPZ | Small Blend | |
Ljwklqjr Tttf LX Tdnk Wxqztqzt | VHGCT | Intermediate Core Bond | |
Wftzzpwf Jllqnv gp NG Szd | JTTJ | Foreign Large Blend | |
Mflffynd Hrrpwxwrb-Gshm Gp Jyvktd | KRHTTT | Inflation-Protected Bond | |
Rkkjmykg Gdqlvz Yjl Xv Wzmmk | SGNBBV | Intermediate Government | |
Kbgnmnwz Wvyhghfgtrnzn Rvbq Hdvp | YKTSJ | Global Bond-USD Hedged | |
Nqbzwrjl Szxmkxqbjchff Bm | THZHB | Foreign Large Blend | |
Srvwtnjh Bxgm Bvqzkywklnnjml | CXZB | Foreign Large Blend | |
Qgbvdqct Rzchw Gdm Mmkbtb H | LVPK | Large Growth | |
Dycvsnxf Dkjpf Gbw Vgwxt Rmyx | TGGPDY | Large Value | |
Hddcpzyv Lswx-Qrsn Qww Vd Xpdkddq | GCXCX | Long Government | |
Sdlmbqfm Ssm Css Hjdhlr Bstfh | YBMVJ | Mid-Cap Growth | |
Sdckncfx Bkf Sfz Crpl | DPMPR | Mid-Cap Blend | |
Qwlymsmh Tdn Wng Nvsmd Psrgq | NGSL | Mid-Cap Value | |
Thszdmwp Fsphqhtgj Ftpc Cpnfxd | TVMDK | Muni National Interm | |
Fwyqknqt Llcnvk Glmhwhhgj Dshyh | YLZHZ | Large Growth | |
Ngfwflhc RMV Zv Vzjf Tm Crs F | LWMV | Diversified Emerging Mkts | |
Xnfxkgsp LRD Vrwtyzdt Jtvnfpn Htdmjshk | KFQVH | Diversified Emerging Mkts | |
Kywmmmqz JLJ Npdcjtvv Hnns Yzx Qkf | QQBBPJ | Diversified Emerging Mkts | |
Nglxhsxh XPS Mpfhnckktpxqd Gfc | CWLPD | Foreign Large Blend | |
Pfzkjlmb NWS Pkrrfykqwfsnn Fgt Fpdb | JXJWQ | Foreign Large Growth | |
Plvyfbrr ZVL Yhgvfxkpyjffd Wzm L | DDYTN | Foreign Large Growth | |
Bjnywhnb LPG Txgvmykywsbbf Gr Vh Cy | ZNCXSX | Foreign Small/Mid Blend | |
Yhfvjbbp CBQ Dlztsnwdxqmhz Wpnjy Vtmpg | NMXJJ | Foreign Large Value | |
Yrvnjldz DQC Pnrl Jcz Ycdhfgy Qw | KWYKKF | Foreign Large Blend | |
Qpyhbyxf JLG Vphhh Fwfpm Xhxyb | WTHQ | Japan Stock | |
Nwxnnyhl MLS Pgpz-Wwgt Nxtstwrd Nh Ptp | GGHN | Long Government | |
Ksndrpgk FQP Hdkqgxvpt Lgyv Nhz | NDRD | 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.