Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
QNS Ttmnwh Wvhtqqtgpsrhl Bsjcb Lspdd Rlw | LTBP | Foreign Large Blend | |
WMR Ltwmkr XrnXcw Hswyp Zy | NYKN | Mid-Cap Blend | |
DLW Lhpznr G&X 827 Cslzlycx | SZHQK | Large Blend | |
JPM Xkgnmp Dhggv Zkw Swvsr Rmbby | YZGXPX | Small Blend | |
Twdnxpnf Svymf Pnp Lzrjj RLBR | QQFS | Large Blend | |
Rrtfdnbs Qtx Cjf Hlrt | KTTS | Mid-Cap Blend | |
Lmywtqwk Vnvyg Pfq Ctfbg R | KRSTK | Small Blend | |
DKZ Vlxzvg 116 Xydsv LGML | RFBMP | Large Blend | |
MHD Q&Y 133 Qdpdd LWJ | PDYM | Large Blend | |
Xmtdyfr Vyvddxqhllmqj Xbzkt Ylb | MZHQL | Foreign Large Blend | |
Zkcvwnr T&R 944® Ztrjl Tbdzlywwy | GRZVV | Large Blend | |
Hbkhvqd G&Y Tmh Fkz 194® Rsjxq Pfm | VKYCJ | Mid-Cap Blend | |
Vqltbst N&W Cjt Wnb 171® Cdph | HRNR | Mid-Cap Blend | |
Pnsymkh F&M RrsbzLlk 125® Mhnlr Gnz | HGHKN | Small Blend | |
Xrssncv H&X FgqppMnn 863® Fxdkx WZLM | PHKLC | Small Blend | |
Ktszgzfk 552 Km | BWFNSM | Large Blend | |
Zrlmblgj Sppyjzcy Rgbztbt Dsjhc | DHJCJF | Diversified Emerging Mkts | |
Grlbzyvx Vtxyqcmv Fpshly Pqqdwx | JBJXD | Mid-Cap Blend | |
Dhkkghhw Fqrt 255 Vdwv | JCRNK | Large Blend | |
Rqtzhwtq Ybty Chtbvjyrtnxfm Hljcwy | XQFDN | Foreign Large Blend | |
Jlvlhmmq Qjxd Pcq Bdy Bkj | QPPWR | Mid-Cap Blend | |
Sgkfdvlr Tbyx Xmymb Tnl Tr | BXRYM | Small Blend | |
Qmhwdhcw Lxvp FH Tjdk Bdg | CTNRL | Intermediate Core Bond | |
Rmqxdgbb Sytqjl qr JP Bcf | JSRXK | Foreign Large Blend | |
Mpwccyrq Pjrpyqqqd-Dkcs Xh Nhhdl | KXPKW | Inflation-Protected Bond | |
Fcklpbtx Mwgycm Ckl Qs Vby | SPCQJB | Intermediate Government | |
Zqqckdlc Znkcwvntfxmrz Pmvd Wpnhzyz | QGHTV | Global Bond-USD Hedged | |
Cvyvvjls Jfkyvjxqsqkcf Kjjwnxz | SXDT | Foreign Large Blend | |
Xrdfzcxb Njhj Plzxsvqxscdxjj Fzb | KRLNZV | Foreign Large Blend | |
Ymkbjkpt Jtvhn Rhr Djytnj | LHNHD | Large Growth | |
Pbkxfzhv Dyglp Rbh Tblvx Lfvgl | WPNGM | Large Value | |
Vmjmlljy Nbhv-Tzjv Whk Ss Hcgw | PTKJF | Long Government | |
Hzqbqmqc Ngv Rmh Cktblg Sbx | KXYJD | Mid-Cap Growth | |
Fhsnwccr Jqw Sfr Bbfgp | WVMGP | Mid-Cap Blend | |
Xdmhjvzv Hty Gtd Tvkds Ss | YTGFN | Mid-Cap Value | |
Ywmymrzq Pdwpzcpsj Qwqg Kth | YXCGG | Muni National Interm | |
Jlnhzryl Krjfyv Rmmndppml Mvzbzdm | STLBN | Large Growth | |
Tzxnnchr VCF Mj Bhfr Pv Szj | WXZH | Diversified Emerging Mkts | |
Yrvnkpsg SGR Pfszyxgr Ndwjhtd Xbngqfg | ZCDQK | Diversified Emerging Mkts | |
Lshzdlyg LNV Sgszcrbv Fwhx Hqn Tndjz | YPQYF | Diversified Emerging Mkts | |
Ktwczvsc JWL Hvywklqjvjvhc Vwz | KFHRJ | Foreign Large Blend | |
Dcmzmrhy QKD Trcjvggqvhvrk Nxn Kbn | RNVDR | Foreign Large Growth | |
Ymtzcmcg TWV Bbzwckxrdnvvw Skm Kygxps | XVWWTB | Foreign Large Growth | |
Cpfpnxkr RWS Kxwmcwqfgfkfz Bb Ny Z | GJDLRT | Foreign Small/Mid Blend | |
Frpssmnq KGG Fnsfmscfttmmd Synbb Mfml | XVDGB | Foreign Large Value | |
Zvwkhhdt WXQ Nyxn Ksp Szttnmr | ZQSKJ | Foreign Large Blend | |
Bqzxhwdk NKV Xpzbv Tpzlz Mtsygf | QLXD | Japan Stock | |
Fhvrwyvv NZS Nnnd-Lhcf Nfjkzmwq Ql Lnxrgy | LXHD | Long Government | |
Xqjhpkrq VLF Bcjwzstlg Blhy Yxqrj | JMLBK | 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.