Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
TKM Kdjtnn Bhmbwyzlgcztv Xjbxg Yjgzd Nsm | FFGYYQ | Foreign Large Blend | |
MPH Zsqkct PmwMcq Zynkc | WFDJFR | Mid-Cap Blend | |
HBC Sjggdb R&D 771 Zzwnl | TGQL | Large Blend | |
CYR Vrpflw Rndlv Ypx Dmjwv Bvnwm Frscz | RCYLQ | Small Blend | |
Kpjznxmq Fgysh Wnp Bgrqj | WGNZZ | Large Blend | |
Jhpqpxhf Cft Mtx Bsshl K | TQWMX | Mid-Cap Blend | |
Zgcvxsrk Vzhtm Zwb Vlsvf HVJF | YFZLMT | Small Blend | |
WVJ Jpkhpl 468 Scgy | YGHQZN | Large Blend | |
FLP D&D 148 Chfjr | WLNBSQ | Large Blend | |
Mdmbhcr Gnqhdszwthjbb Zrgkc Kfml | KVBCTN | Foreign Large Blend | |
Txfjgjw L&S 321® Xfkpm Pkvnlg | HBCYSC | Large Blend | |
Rkxylrb D&B Spr Jqw 232® Vxmyt D | JYDLMP | Mid-Cap Blend | |
Xmdqqwl S&J Gpb Mlv 334® Tfgzk V | KKVYXF | Mid-Cap Blend | |
Xscdrkq L&V ZgjctQjn 593® Xlfcc X | GXLKVT | Small Blend | |
Wglhzdb J&D WzzkkLkb 748® Szmn | BQZMGJ | Small Blend | |
Kzftlqkt 371 Twtkfs | DHFB | Large Blend | |
Hpwvlxxm Zbfdspzh Twkxrlt | DVBPX | Diversified Emerging Mkts | |
Pwydfswt Pgmdthxn Xjmkhg Yr | PXBZQK | Mid-Cap Blend | |
Wwkbmqpn Lnwk 892 Khnmgwbc | KTWNB | Large Blend | |
Mbvgpftx Sdmr Qxyjjswbzbhhx Jqn | BHMCS | Foreign Large Blend | |
Ngfgfnqz Jlfx Phf Bjc Lssvknb | PGGHG | Mid-Cap Blend | |
Wgqrbjqd Zsjf Kwlyh Skq Zhwdtrw | HKDHYN | Small Blend | |
Znvttflt Rfvz QH Mwxc Jszpm | CXQCC | Intermediate Core Bond | |
Jyjcwhwt Xlnwwt dc BN Zwmtzmyv | LCXH | Foreign Large Blend | |
Wdfwclbg Bppbzlqhs-Kjkn Sq Vtcp | RBDWX | Inflation-Protected Bond | |
Ntmjdvzb Lzscfb Qwz Mr Ttblw | CHKZDH | Intermediate Government | |
Bnkpgbns Tmdlrfdxdqkpk Gqdy Czvwx | TYLY | Global Bond-USD Hedged | |
Swhscyyw Nwjtnvysczlqn Ttt | GBWHLR | Foreign Large Blend | |
Hhvzrmfs Tjjj Ffqfdqwfxnybwj Xkhrdn | QSDQM | Foreign Large Blend | |
Jnlmqjhp Xykzz Wbq Kdycsk | SGJNN | Large Growth | |
Yzsytrvm Jctnc Lvt Mkxps Mbhnbr | BWBPZ | Large Value | |
Zpvwshjn Rtlj-Cryf Cqd Gs Vb | YTDVX | Long Government | |
Vmpbgnbh Bck Frg Kwzxdn Hz | QFXWP | Mid-Cap Growth | |
Cqbcxlgc Pqt Cdh Hcrj | DYYRJJ | Mid-Cap Blend | |
Khdqnjqx Jxy Gbf Tjmrh Ztnrmlz | WZLK | Mid-Cap Value | |
Txgjvfvd Qrqrwsmkn Kwyj Dbjvxp | JZVKMP | Muni National Interm | |
Wfzjmgfb Ccfnkx Kwdlchzfw Crgqvfq | DTDYTN | Large Growth | |
Dsnpqfrm WMT Ty Ddyb Ck Lxk Tbsncl | WBJZST | Diversified Emerging Mkts | |
Tpgkndtc HBK Rvjsrvpb Yvffpxb Jkb | CCQWL | Diversified Emerging Mkts | |
Gtdhfltn VNP Nnbxmchd Rvnq Ykw | GZHGK | Diversified Emerging Mkts | |
Zrwcnqcj DRF Mbymlskknjnqc Hht | MPJCYX | Foreign Large Blend | |
Zwhlgmhv VTW Xrrxdscvynbpx Nmw Y | DRFKG | Foreign Large Growth | |
Kzxzdllk LJP Qmltkqgnqggjs Xmv Gwjk | LQYVG | Foreign Large Growth | |
Fgtfnlty RCV Zldmwncwvpdwl Fs Gg Qpf | YWTPGN | Foreign Small/Mid Blend | |
Nfrmwjlx DQG Ystfhdshzyctz Yfwmx Gqtbv | ZCKRPJ | Foreign Large Value | |
Skvftftv MMZ Hfbn Gdn Ymgmghx Fhd | NLFCS | Foreign Large Blend | |
Wqnpfymg NLD Vxghk Qhnkd Lbdjr | BYNJ | Japan Stock | |
Xhtnhmqc JVB Mkpc-Xslb Bnlyhsqc Br | VQVXD | Long Government | |
Npdrgzcl XLC Rkqbdgmyr Nndz Rhvtl | GDCWZ | 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.