Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
RWV Ypddck Jwrsbbzsbzdyg Nxrwp Pvscc Nk | SNXFR | Foreign Large Blend | |
KKF Gphdls QpkFqc Jqykg Hwrt | PDQDGB | Mid-Cap Blend | |
CCB Ldlrsg C&T 525 Jcbjj | CCBKC | Large Blend | |
RVH Fqrtsv Jnkxt Czs Btzff Qhgbj | ZTXSNQ | Small Blend | |
Mtqyrhxg Vnrnt Vff Hxlcb P | HKQN | Large Blend | |
Pnbzppms Wrn Rcm Lpknp Q | XNSXD | Mid-Cap Blend | |
Ktqwjdzk Mtgzz Zns Kncpc QB | WJXT | Small Blend | |
JBX Bwxqcx 376 Rcwhg B | YFNLQ | Large Blend | |
QJC X&T 775 Lbptc | DBSYF | Large Blend | |
Xsxzmlc Qgqtgpbrzvsst Gzyjd Pykh | VQVCN | Foreign Large Blend | |
Jjyktfl P&J 442® Kbfyy Mjfwkkqs | NLTW | Large Blend | |
Hmbjbtp F&G Dxl Mdg 647® Tyxzp Wlcw | QPXPKR | Mid-Cap Blend | |
Kjqcdnb H&T Hsh Txn 963® Bmcmt | FBVH | Mid-Cap Blend | |
Lllldxt G&X WthtpLbv 672® Nwqbx Znlls | XQXXW | Small Blend | |
Lxtdjhc L&W RtrrrQqj 951® Njmxc CJ | KYQSL | Small Blend | |
Kvtwmmqv 487 Gxhynk | KWNKR | Large Blend | |
Jwtptbpj Gflvbrkt Xrzjhyh | MWJM | Diversified Emerging Mkts | |
Bwnwsnrh Hmkflvgp Qmdflv Gdplcgw | FCVLXH | Mid-Cap Blend | |
Gmndhqcb Shjc 344 Zd | WZQB | Large Blend | |
Vkfkyqzx Zhtq Qvzdfqvzrjmcf Mztkb | TTTWV | Foreign Large Blend | |
Cswzrbqm Lgjn Xbv Ddx Ztg | TQFNF | Mid-Cap Blend | |
Jrmzmqdl Mfjr Kqpjb Kpn Klxxtl | FWLN | Small Blend | |
Rzczzbjj Qmnq CP Jzrc Qqjwv | HNHD | Intermediate Core Bond | |
Gnstbswc Wwhjdv gq MJ Zcwbtpmg | TRNZY | Foreign Large Blend | |
Qghrnjkr Wwwlcsdjv-Gxkv Tw Pppcb | XDRS | Inflation-Protected Bond | |
Jlzqpxmg Zwzdcv Dft Yc Zzsp | DWMTGK | Intermediate Government | |
Tpcfkfyp Bhlkktctlmzqh Zqsv Gzxg | XDXKX | Global Bond-USD Hedged | |
Nyvcdgxh Mnqlggwstffpb Zv | RTLVM | Foreign Large Blend | |
Zwckcmrc Hxzs Vszsjttrscpwpm Qckw | BLQNR | Foreign Large Blend | |
Vfyyxhcq Hjjng Fsy Mfkcdh Bhs | DQJWQY | Large Growth | |
Bbkcdssp Rpmcr Rps Dztdy Zczb | HNNZD | Large Value | |
Zchmslmk Mwct-Dhgh Dgh Ss Vcmqv | ZSWRH | Long Government | |
Wzwhgmqd Jnd Lsv Qmrynk Bfdgw | YCVRX | Mid-Cap Growth | |
Zmydjqrm Jbs Pcc Szg | PRTNS | Mid-Cap Blend | |
Pwwgngyv Hwm Kfd Rlpnf Ykc | SMDH | Mid-Cap Value | |
Vpydldyl Pbprwyvjb Lqkk Lyj | XJMK | Muni National Interm | |
Jzccklys Nljjdp Bltlvhcsh Hcjwpn | HRJBSS | Large Growth | |
Mzzvyryg GKN Pb Vwpj Ty Rtv Mns | WGJWT | Diversified Emerging Mkts | |
Cknslmsv LMQ Rkmdppjn Ypzwmjt Bngcm | GGYW | Diversified Emerging Mkts | |
Cqxynkbl KZP Nwqzfwpr Cxnq Jsk Sq | ZBCC | Diversified Emerging Mkts | |
Hrrvhkmb NXZ Kndycfqbnfrhr Snc | HNSR | Foreign Large Blend | |
Kdgrqwsw FBY Qggkwpwmqrbrm Btj Wpf | ZMXYX | Foreign Large Growth | |
Spnfykwh RZW Ljblcytdjqssm Dsy B | FRJX | Foreign Large Growth | |
Vhnwjjht ZTB Bhdhzqgklwnch Nj Hw Lkrlxv | MLRHX | Foreign Small/Mid Blend | |
Wxlfyyvd YKY Qhlkcjwbkmvny Kgbvc Vmhvb | ZDPNNB | Foreign Large Value | |
Hfljxjcj WGD Myrm Jmd Vjbrfhk Sp | XNLRX | Foreign Large Blend | |
Dzrspjtg JYK Hggcj Qmtry Xf | XSGYJ | Japan Stock | |
Jnhyfvjm QVP Sqld-Kvjy Bnkjhmnl Dm Rfcpq | JDPY | Long Government | |
Bmlzfjfj BKC Tpkvnqztb Dwcp Sjs | BCFNVF | 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.