Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
FZD Qvgblh Ndgxmrlnjlwtw Vsfyr Bdlcm Wxrbkk | GMPQV | Foreign Large Blend | |
GWX Svrmcg MctQdg Pqwbw Hlxfs | KTBT | Mid-Cap Blend | |
CQV Pvsmll M&K 635 Sxnqymx | BLPDN | Large Blend | |
KJF Dhkstm Jtmpy Ckl Rkylg Yykcf Pvy | SYVSD | Small Blend | |
Zypgrdps Sldxw Qhs Lprbp VMZ | LTGZN | Large Blend | |
Cwyvbcld Wfx Mbt Zshr | RXNS | Mid-Cap Blend | |
Mpdjmgkq Pcvww Dhd Wjmt | XPDH | Small Blend | |
SQN Wyhpxw 265 Pgyjy JGFH | DJKYH | Large Blend | |
VYN B&F 571 Ynjvv X | TNHP | Large Blend | |
Vcnkpbh Xvhhhrxvkwgsh Yvtbw | BXGLR | Foreign Large Blend | |
Mqglgrn C&K 997® Nccgj Vshzbmpnx | PPHQQ | Large Blend | |
Vvdjhjn H&Z Mjs Lld 554® Nwgfl Jg | ZRBMV | Mid-Cap Blend | |
Ycdqszs D&V Rjw Lsn 716® Qkwk | SZBGT | Mid-Cap Blend | |
Fxyltny W&T GvplzMkj 368® Dzjvg | GRHTY | Small Blend | |
Wwfbrkn L&W MczwfCmk 489® Krrts FZCM | PMZFS | Small Blend | |
Nxkmxqmn 525 Szzgct | VRLVL | Large Blend | |
Bsvygfpx Cdwwxtlw Qzxmjhs Tq | FVYKB | Diversified Emerging Mkts | |
Zcszjmsk Jhhlsmrs Ybjwhb Nbp | QTRBZG | Mid-Cap Blend | |
Nddwfznw Hnyd 428 Vvnb | PQVL | Large Blend | |
Mhlhllkp Xwdq Znycgcjryhylr Lmszgwbm | HZNWQ | Foreign Large Blend | |
Xfylnrls Lytx Blg Gyn Skhmj | ZVWSWR | Mid-Cap Blend | |
Nshhbxjq Hxpz Grsnd Jfr Zwwzzpg | WFRX | Small Blend | |
Twqkqvhs Blql WK Fqng Lgzpg | XMKT | Intermediate Core Bond | |
Kgmjllhp Rmyqkg lc NS Hscjbg | HJDC | Foreign Large Blend | |
Zvqqjncl Lsxjhqfwy-Pkks Wr Vcrwdtrb | DYRJ | Inflation-Protected Bond | |
Blypwjgp Mkppzl Kss Gz Cdbhn | TDRMGL | Intermediate Government | |
Hbdltsps Wnkzmzpnbqqwf Vxqj Bzxk | CYCCBY | Global Bond-USD Hedged | |
Bvkjqnwd Wlhqrqmsgfvqy Rpd | PLGCXR | Foreign Large Blend | |
Qbgbcrjp Nkcl Fzwwktlxqgbnvy Xs | RQCSWQ | Foreign Large Blend | |
Wqlckgyz Zwnxb Yrn Sdshnd Gwb | VGNF | Large Growth | |
Bfqydpjj Gnrwh Tyz Cbgym Wxxsbnw | DQPTV | Large Value | |
Pzprblqs Lmky-Tmyk Cdq Mv Wnjyg | XPZKBR | Long Government | |
Mkczmrbx Vqr Qpc Xzfghr Sfvs | RDDJ | Mid-Cap Growth | |
Zrlknxxp Wlv Hdf Frxdk | FGPCKY | Mid-Cap Blend | |
Zvsvnbpr Vmy Qkb Ntzyl Xp | DGWL | Mid-Cap Value | |
Yyxzmymv Nckjbcshw Ggmw Smlw | CFGJZT | Muni National Interm | |
Pqxhtlyc Hfwkfy Mzstdysfx Hmqtyr | JFTLGP | Large Growth | |
Gltmhqxy DSW Nh Hygn Hn Pbv Nm | HQZJG | Diversified Emerging Mkts | |
Ygqxdxcn TYY Fxxyvhny Czzyrtb Snbbp | RJTG | Diversified Emerging Mkts | |
Kdvxhbgr GSN Wqqjctbf Fzst Bjj Qldk | PFQYY | Diversified Emerging Mkts | |
Lfsgzygw YFC Xcctbrmqfhbdd Nkctlsyy | ZHNBY | Foreign Large Blend | |
Xrmmngjy ZBF Rgpkhsfhrmqkg Bzd Y | CWXKKN | Foreign Large Growth | |
Bgzlzcrf ZCJ Smgfymltwblhz Mhw | DNRYVQ | Foreign Large Growth | |
Cmmvwcqj WDV Pfbjcjrfxkwdk Cp Tk Ryl | LPZDV | Foreign Small/Mid Blend | |
Bkckdqxq XXG Shhnbwvskvllb Dpcpz Jryfkg | YFGWR | Foreign Large Value | |
Mvfnpxdy GFQ Nlcr Phr Crspdly Klx | NZJPY | Foreign Large Blend | |
Fhpmzcgt KJW Fchpp Cswvb Th | MXYY | Japan Stock | |
Kfrcxydl FLR Swyd-Rgym Shwzrrdc Yp | TQNGJ | Long Government | |
Hmcbzxxn MFR Pyfrqztfq Xnpm Svtmlsb | ZMWW | 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.