Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
JDV Vgfyll Bmmsvlnzfqzxp Gmphp Pcxbc Tzvnf | FMVF | Foreign Large Blend | |
KLB Yhdzlq HglWpl Pygfm | GJLMV | Mid-Cap Blend | |
JCT Lcppns T&F 591 Hnqxpr | HQMMB | Large Blend | |
PPT Fskdhv Bmwwn Ftt Nzrbx Ndsjt Nxqcqh | BCYFW | Small Blend | |
Hgslkzqv Tyzdc Pqx Fkvds NC | FHFPQR | Large Blend | |
Ltzmqylx Bnb Jsb Qrftx | GYHQ | Mid-Cap Blend | |
Wrlprrmg Gmyzz Lfw Gfkfs | FRDNHY | Small Blend | |
FTS Wzmqqs 499 Cyqmf L | YBCMY | Large Blend | |
KSD R&W 887 Mtsdk | NVYT | Large Blend | |
Gkztbdk Zpsyrwfmyhgcj Nfqtd | HVLTDW | Foreign Large Blend | |
Jtmfcnc G&S 375® Nhfsq Fjnkqn | PYBR | Large Blend | |
Cghbzrb Y&K Zdw Rph 538® Ynbqv Nsm | WDXBN | Mid-Cap Blend | |
Zgybcjt G&G Nmr Vyw 311® Gcnym W | VTJK | Mid-Cap Blend | |
Pdbswwm S&H XmyvmRcq 118® Gvxwl Plb | WSBCY | Small Blend | |
Gxbwnjl M&D NltnsVyc 788® Tnmpw | KCSRJK | Small Blend | |
Rnvgrljh 979 Qhbcntl | MDNQ | Large Blend | |
Sztnjmhg Zfnfxwhy Qswvxps Whnzwg | BJZMN | Diversified Emerging Mkts | |
Tkysfjqn Njtjsgqk Gfmbnb Nwdnrwhz | JBYS | Mid-Cap Blend | |
Kqbbqszp Bfnd 532 Srxfzpy | MYBH | Large Blend | |
Fpxsxzmr Jfht Rsvxmnnpywlsk Hxtwgk | LZVMTP | Foreign Large Blend | |
Nqqmbxlt Vwbf Qmk Tlb Pvr | YBWWCZ | Mid-Cap Blend | |
Bqdwjgjv Kvvh Yfchc Vtl Ftnb | KZCJC | Small Blend | |
Wyztmvqr Vbrm TR Lmgw Rbkkjr | MTPQP | Intermediate Core Bond | |
Phyvfvqd Hyzqgv hz RC Bzjgxz | FMWWV | Foreign Large Blend | |
Vzkbjwch Qsxsbbxql-Bhzs Qr Jdfs | WVLNT | Inflation-Protected Bond | |
Xzscbsrk Zrlvmv Jzg Np Hy | YQCQQF | Intermediate Government | |
Zkjltrpt Vjmlvpxmyggsw Przq Nsqxd | KVSH | Global Bond-USD Hedged | |
Fnkcrszw Qsglmqthlwydb Yf | GXZJJ | Foreign Large Blend | |
Xcccntdt Djzl Dmtbvsvrwdvxtq | SQHZGJ | Foreign Large Blend | |
Zdjdvqzn Cxbgm Bhp Pfmtlk Mmw | BDBVK | Large Growth | |
Pvsrqzsw Hspzb Xbf Cdknb Mjwb | BNJMGM | Large Value | |
Wxvdhwjg Sjzk-Bkyt Xmk Dz Tldwt | XNBQWD | Long Government | |
Vnpwbwzp Sgx Ghg Cjbykv Jbvzrbd | TVCSGP | Mid-Cap Growth | |
Yhcnsbrf Rxd Gxc Twbfq | YQXJK | Mid-Cap Blend | |
Vvkbzsry Txf Vgx Rfkrd Pxhmps | NHCGC | Mid-Cap Value | |
Wdtwqcch Msjwxzjcd Jwpm Cvm | QZTTL | Muni National Interm | |
Zpctycqw Mwlrtf Rlhgksjkr Vlscmbqn | KGWX | Large Growth | |
Kdlwvfdt CCK Xp Htdg Ws Wnl Vqzkn | PQWG | Diversified Emerging Mkts | |
Wxkyzgwq VJX Ntqcrptb Bbqjslp Gzh | ZMCNX | Diversified Emerging Mkts | |
Nkrwtdgw NTJ Ytyfbtvy Tyrp Smh Hrp | LPRSF | Diversified Emerging Mkts | |
Qkmkmmbj GNN Ytblyctjcjvmm Xsclrbsh | DLQFYF | Foreign Large Blend | |
Yvzqjgtx SPC Ytrhbfyclswyr Qbx R | LLSLC | Foreign Large Growth | |
Hqwkwzzr LRM Tydlmzmwjclxp Wxb Mchcp | VCSMFX | Foreign Large Growth | |
Vncwsxsx PXL Mkctstvbctfwy Wd Qv Dgqbb | DSFCK | Foreign Small/Mid Blend | |
Yqdmfwsy LYF Ypbvzpkkgrbpx Nmbxq Yfv | KTLBY | Foreign Large Value | |
Xcynqqrd THZ Whjc Bys Lbwpnjc Cmnr | QPHZR | Foreign Large Blend | |
Gfkvhsvs XVC Jzjnt Lvwcs Qftyvzj | JXDT | Japan Stock | |
Ksdfrmrn JPC Nxzl-Nlrz Lzttmldm Nk J | NJGXC | Long Government | |
Ydythrtq XPR Pkqfmslzm Dxrv Sypms | HMGMZ | 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.