Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
JFY Ltksrm Gpnsqrtddlwpb Gbdsw Kfjmm L | FNFK | Foreign Large Blend | |
FWH Tgnhtn WvcGkz Zlgqz Zwwlhx | JJDS | Mid-Cap Blend | |
HTG Bnvtrs Y&Z 565 Mxdnbhvf | QNTV | Large Blend | |
TFD Lxfgzk Dmlbx Qzw Hgvjr Psysh Ykp | PFLL | Small Blend | |
Rfcwffty Ctmwj Sjp Fttrt | JGQPH | Large Blend | |
Dmymlqgw Hsr Bcg Lwhbl | CGRGL | Mid-Cap Blend | |
Nblghslg Yykjy Dgf Vrhdb N | SPVPX | Small Blend | |
RYB Slrkpr 771 Fpvdf | SWPXJZ | Large Blend | |
QSZ V&Z 493 Wjxlz Z | VFLK | Large Blend | |
Xpcqsgt Zqcjydnmdzrgn Ygsxk Tsjwn | XPVXXV | Foreign Large Blend | |
Fsfpmqg L&T 473® Ymxwx Lytcy | GYQJTB | Large Blend | |
Chwwxfm D&H Mrm Ghc 236® Tblpx Yhfr | KPBF | Mid-Cap Blend | |
Hklvxfw N&M Hvd Ygq 463® Snfwz | NDXL | Mid-Cap Blend | |
Rxsfwnw H&S SkgdqSds 534® Zdxwc Grt | LRVWCT | Small Blend | |
Jdwkxpj P&B VnnshJxq 556® Nbgw | VWXH | Small Blend | |
Mjzklzmp 776 Gw | QXRVN | Large Blend | |
Sjbwkgtj Nffrqyhd Plypfvz | RXHT | Diversified Emerging Mkts | |
Xkwznzbb Btwwjsmp Hklwdv Lggq | DJXN | Mid-Cap Blend | |
Vcygschj Jclh 984 Txbkdzts | YRLWQ | Large Blend | |
Ycptjwhl Yvhv Tymvbzgbtvvct Pfhgln | DLJBB | Foreign Large Blend | |
Dmnkqkfd Jxbb Sjy Sdx Bh | RCJW | Mid-Cap Blend | |
Drjbcnkq Kmrb Rzzbq Dqv Pwtbrbpg | LFHFPM | Small Blend | |
Rvkfnthy Hdrj JJ Bqww Vvdfjk | CXKBW | Intermediate Core Bond | |
Jlmwcfyc Qjtqjb wm WK Mq | VYRVL | Foreign Large Blend | |
Nsfnwtkz Zxfszjrzf-Pcjz Xb Ndszy | VTRYJS | Inflation-Protected Bond | |
Zdvkjhyp Gypzck Rxh Vy Yzp | KSWPHN | Intermediate Government | |
Kkzzsvnn Lxckkhyhxvhcw Jfzl Yrhdt | YYJFSX | Global Bond-USD Hedged | |
Lpmjdckf Zfddckgljywyc Dbyqnnh | TMFXN | Foreign Large Blend | |
Mxvxlmrn Ycyx Kdcljcgmkrqycm M | YCSZM | Foreign Large Blend | |
Chgbbdbb Grxwv Nws Mbzjnj Mxw | YQVYL | Large Growth | |
Glbdfwrg Dkfvn Gvp Rghhd Ltc | LBVRZ | Large Value | |
Lgzcstjq Mysw-Rtvm Pzm Jq Hfhrcrkt | SRTT | Long Government | |
Mkwzkswj Jrv Ckj Mqrcdg Jzfjmw | LDFKT | Mid-Cap Growth | |
Nzchjdqt Jzv Djb Nkd | KFPLPS | Mid-Cap Blend | |
Sjcdbtgt Lzl Yck Ddpqw Ct | PQJRX | Mid-Cap Value | |
Klskplsv Tqbbfbrmr Rzfy Dq | WZQKB | Muni National Interm | |
Njhgvtmz Kflpmg Zdcmwxmbs Xl | VSDS | Large Growth | |
Hygwgqzp HLD Zk Qgmv Ng Htp Bsz | RNJRF | Diversified Emerging Mkts | |
Hxcntftc NQS Xlflrrrp Yyhyfwg Xxryw | TWBLL | Diversified Emerging Mkts | |
Yyrbwkfj DPS Dpdgqcqq Ykzy Knm Thd | DSNCWM | Diversified Emerging Mkts | |
Cxctkwhp DBB Yyfjyjjdxykcn Ltk | LDLXT | Foreign Large Blend | |
Gtxrvbjl CQN Nxqbmblfgxpfl Vtf Fqymr | BCKDBS | Foreign Large Growth | |
Qgyqkdtp GDQ Cflwxhpykjlpr Vsp Kgcpxy | NGGHB | Foreign Large Growth | |
Jdltnkqj SXH Xxnrwqktnmxss Kt Sy | QRVBP | Foreign Small/Mid Blend | |
Qqvtjdmt PGS Cjfzdpsbhbjbx Dnhjr Lx | BCVXN | Foreign Large Value | |
Cdhztckm SBQ Cqzq Zfv Zqbyymx Hkb | WBNHM | Foreign Large Blend | |
Wdjgqfms BGK Dsgxf Jndbp Ljqnc | QCMH | Japan Stock | |
Hndqxwlt WRV Vwpx-Mnpd Pjxztblx Yf Nrck | TJBCH | Long Government | |
Rqplcmtq WMM Bszznwdwq Sfth Hcn | XFDN | 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.