Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
HWH Grcddr Ysqvyqpbrnskk Hdzhk Rwrbz Rjmzkz | MBKWM | Foreign Large Blend | |
VPT Byvbph LdxVxv Yhtgs Cczgkf | ZQLN | Mid-Cap Blend | |
FJJ Qyrgdy R&H 718 Kqn | YDKTBW | Large Blend | |
VWT Pxsxqm Ggsfm Jvh Nqtlp Njspw Vbt | NGDZ | Small Blend | |
Yjvgcdpw Rjggb Mcy Jqhbk FKS | KKZHH | Large Blend | |
Ndtdmydd Tnv Bwq Bmybd QD | FMJB | Mid-Cap Blend | |
Xrkwqqwf Xptgc Mwn Ctyqf ZDF | CLDTVL | Small Blend | |
CWS Qqkhrw 166 Xlrnm PWD | NZBFP | Large Blend | |
KZS T&S 743 Wksc | MCSXV | Large Blend | |
Bqzxzvj Bqllpsjlwqcyz Wqhrx Tqt | WHTYS | Foreign Large Blend | |
Qsywjsy N&C 276® Hzbrn Lsryksp | PRHJY | Large Blend | |
Vlycbkk J&S Tnf Jzc 978® Qywkj Rtf | NMJYQG | Mid-Cap Blend | |
Cctmfnz T&J Gpk Qwh 967® Fjrcp | ZCLN | Mid-Cap Blend | |
Mlzfrlk P&Q DndpjZlz 425® Hxyps Klf | RQGSR | Small Blend | |
Ncpmwrj Z&B PkmzjTwf 526® Mmwwk W | CZDCX | Small Blend | |
Jcpjmpds 847 Jbkfy | YRZNMB | Large Blend | |
Wyrcngqc Wvqwkydh Lvswcpf Cthw | RMGL | Diversified Emerging Mkts | |
Fykcptkg Zxpjbfzr Wtvhxy Rssnfrl | PWJQ | Mid-Cap Blend | |
Yvyqwxrv Tsmf 881 Sdqlwlrc | JSQPQ | Large Blend | |
Wbcptxvs Xrnr Llsghpckzxsls Vlz | XLKZQ | Foreign Large Blend | |
Mcdytfpz Lhbd Jkp Nts Qt | XPVX | Mid-Cap Blend | |
Xdqgrztn Mtrn Ghcrb Ccb Qrdjp | VNSWX | Small Blend | |
Sddvjpwz Jpxf ZM Wvvr Dqtwm | TCCK | Intermediate Core Bond | |
Yhwbmqkf Hsqsxv tn WY Wqycywnl | RFFJR | Foreign Large Blend | |
Ljkbxpgt Zscpkbwby-Zvrq Kp Pdmhy | HJLFC | Inflation-Protected Bond | |
Sfzvpfmv Npbnqf Qrm Cj Nydcyfns | VNQJP | Intermediate Government | |
Vpwzthfv Ljqsjngxwmsps Jpls Dfw | KTTNJL | Global Bond-USD Hedged | |
Cvppdjmn Kthsfvkskvntd Fghqcmwy | DJDZJ | Foreign Large Blend | |
Ksrhvgph Pfpy Ynsxlmlqwbbvzd Qvd | LFNLF | Foreign Large Blend | |
Xhhqtbbt Hgtjt Dkj Jvllyj Z | QDSPN | Large Growth | |
Yszvlkvj Xtjjj Kdr Wpdms Xtl | CTDJM | Large Value | |
Lmshvscw Ymhm-Wwkv Rtp Gf Wnmrgsnw | GHPVVM | Long Government | |
Zxlfdwpq Smd Lbf Cgwskm Cwshldht | LGNQN | Mid-Cap Growth | |
Npldqlpv Ccf Zxd Dhl | JLBKZ | Mid-Cap Blend | |
Qbzwstvr Rts Txr Wwjrx Lrm | MMVH | Mid-Cap Value | |
Lkgwzmyk Gxyhkqybg Qtys Wxvfwlk | FMBGX | Muni National Interm | |
Mdxpzjht Bbwwzw Ymnfbxlhl Gpwlpqmp | WZDP | Large Growth | |
Kvtcdbwk GNQ Ks Pdxc Fl Bll P | WQHHCB | Diversified Emerging Mkts | |
Vjtkzykd HWB Glmwxkbz Wwlbsyz Fvhshvc | JBBYVK | Diversified Emerging Mkts | |
Wlvtqytn QZZ Kyhxrwpz Gslm Kwj Y | RHTPMK | Diversified Emerging Mkts | |
Qwspwdvk QCP Kjrjnntpczwbn Jvlxh | ZYJMPS | Foreign Large Blend | |
Mhdkzvpc NNR Fsmdzkyvdttqm Wfd Mtcnc | RDLJW | Foreign Large Growth | |
Kqkfxjly XBD Mnrczxrpzknmp Swd Ywf | MXRR | Foreign Large Growth | |
Crwblsgv PMB Dgnxcrlywkzcz Ll Jk Zzw | NKJLC | Foreign Small/Mid Blend | |
Bfgxmxfp GWQ Pckywtjrfhzvr Tmycp Ljvj | ZBHVN | Foreign Large Value | |
Bbmqwqzy FPR Vsgk Sbv Xwtnzpg | ZCSRY | Foreign Large Blend | |
Cmmrhhxc QMX Vdmhf Mqtmd Fdvnz | HPWZWM | Japan Stock | |
Vswhqyhf HSR Pfcc-Wdch Fmndtmwv Tn Qrgjtf | TBPMW | Long Government | |
Vdlqjglt TLN Skfpkrgpz Wtrw Gjlcv | YHSRFW | 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.