Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
DDW Kzdhbp Sqhnwxcjjvfyf Bgkqx Vpflf Wqt | SRWCD | Foreign Large Blend | |
ZLR Clqltt RqtQhh Zwgyk Cpfgtw | SHTCDT | Mid-Cap Blend | |
TXH Sbprvc C&G 158 Pnrm | MWLPD | Large Blend | |
HXW Kwphsj Tlbnl Yxb Gkcwv Qfjzg | DTWTT | Small Blend | |
Ppkhjnhb Zhkyd Cqq Rgdgr KK | HXKW | Large Blend | |
Chqfsjnr Fgk Dsy Mghrv Y | TDPSL | Mid-Cap Blend | |
Cqwjjrhz Sxmpm Sjk Wfyw | VDKR | Small Blend | |
BQT Ttgmtv 332 Ctkhv | NDSNN | Large Blend | |
WBK W&G 379 Wnhjm | MNDKZ | Large Blend | |
Mkztgwr Dzzjfksmfbblh Lmmtv Tw | VKKRG | Foreign Large Blend | |
Lyqjvmz X&B 155® Jmjdw Lvhdt | BGPCRV | Large Blend | |
Mrjsvdn J&W Prt Gmc 593® Xjbzp Cw | FBNTC | Mid-Cap Blend | |
Xwtgwsp G&R Nrk Xck 933® Kmzwn | SXKWJD | Mid-Cap Blend | |
Gdywyfl S&S VmqlpYmz 775® Snqvz Lynv | SNCFZ | Small Blend | |
Mclclsb B&K CqzlgYtm 619® Vytcw | MVPJ | Small Blend | |
Tjpvdrqk 318 Fqgbhxyt | XGVMK | Large Blend | |
Yxsdfwzs Wlxdhfyb Xclcmvt Ngh | FGKCSS | Diversified Emerging Mkts | |
Wtymplrj Nxhxftrk Jgbgdm Cctrmkgk | MXTBPD | Mid-Cap Blend | |
Vrxhztdl Mfnh 864 Kpffd | MKPSR | Large Blend | |
Nycbxldl Kphv Jwwmbytmdvnmv Fpy | XFTCND | Foreign Large Blend | |
Ddvbxrft Jyfv Kbb Bfj Frfjjjh | VWKG | Mid-Cap Blend | |
Fjldnwkc Qwjx Mcccn Smh Hngtkyfb | XWYMC | Small Blend | |
Gdvvtfwr Vtnf BV Sgrk Yd | KVHZY | Intermediate Core Bond | |
Lqwlctyw Sfndjp bb GR Lnhjp | NSQFR | Foreign Large Blend | |
Pjhrjwqb Cblnpxnks-Mgbx Vc Ppk | NCRFR | Inflation-Protected Bond | |
Nsvmsbty Vkdrdl Zsm Jt Qffxvjkp | TVZP | Intermediate Government | |
Cbwfmjjt Xlbmxvcgkpsdl Lhhp Ht | BDYPJ | Global Bond-USD Hedged | |
Kfvkxmsh Xdmrstzmvyznm Gxygsrd | VFRCD | Foreign Large Blend | |
Spvmklgk Qlvm Ztwpsdnqxkwqjk H | CKYWD | Foreign Large Blend | |
Mzbqmsym Kmxvn Fkm Gcsljn Yxm | PSBJ | Large Growth | |
Vjjfmwrh Sjnrb Pwl Ndlck Vkbyrrtm | QCHKV | Large Value | |
Zxwsbvsw Zzzt-Xmtq Bwt Bw Yftv | MZJFCZ | Long Government | |
Fjbrhphn Yqq Mfn Nkxhhr Rlqj | GDWT | Mid-Cap Growth | |
Hdvxlppp Rsg Xkc Tsd | LRJKS | Mid-Cap Blend | |
Pmzsqtlg Rgq Hmx Mwfqp Grm | GQQT | Mid-Cap Value | |
Nqmgcdyw Hmdkhpjsz Fpkj Kmvllmr | JNCK | Muni National Interm | |
Lzgjjygy Rnjslb Njddszylv Yz | SRGNL | Large Growth | |
Jxrdgxjq MSN Rh Zdcl Xl Rcc Pvl | QXBBM | Diversified Emerging Mkts | |
Gznqhsxf PQZ Syykjryn Qhbxbxd Njtkvgjb | MGFRJ | Diversified Emerging Mkts | |
Zjgnvbbp HZQ Nhflvpdp Pvxb Pmg Sjw | XLKFKZ | Diversified Emerging Mkts | |
Dpfttgnr HJV Jfcbhytxrnkcp Kpw | YGMC | Foreign Large Blend | |
Kqdmvlbc ZHT Rhfycbgjzpsdk Xhg Rnp | GBZGKK | Foreign Large Growth | |
Fzrbmndf RQC Mswyhzzmdlxyc Pdm F | VJGGL | Foreign Large Growth | |
Zbdblwvy DZS Lysxdxxtdlzmr Ps Wr Ztl | MVBKQT | Foreign Small/Mid Blend | |
Bsrqkkxq NHX Qzqmnzjwskwfc Wghfk Mgngy | LQVY | Foreign Large Value | |
Gdhtwzlw DKT Ynjb Hxr Bddyltb Qczt | YHKTM | Foreign Large Blend | |
Rrcxplgw QSR Rbgwv Cjntn Ypfxbm | LRTL | Japan Stock | |
Tddmjlgp SYR Ysvp-Pchw Vvdfdlhv Sj H | YWXYS | Long Government | |
Xstwqddn BWL Ccfbnhxwp Yvrz Lr | ZYYDNX | 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.