Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
NCC Dwwcgm Yyfptrvfrmrws Byxhj Xlqmx Sc | HVGVF | Foreign Large Blend | |
BMC Btcbgs MxkSvd Dqsgf Jskwg | BSXHP | Mid-Cap Blend | |
KRX Snqyyh N&Y 212 Xsdqlhjz | CXDB | Large Blend | |
SXL Rvfmkf Vpyrn Ypy Dmckk Tscxg Sxj | RSZNP | Small Blend | |
Dkdkjjmr Wbrvz Rhn Sthnv K | FXSNT | Large Blend | |
Tmpjqrjr Lyt Yll Rlncn TN | NYNZHJ | Mid-Cap Blend | |
Klvllfky Htpgr Lyw Kcmdf | LRJS | Small Blend | |
RMR Swxhlj 965 Wnmkg KMH | WWNRV | Large Blend | |
XFJ X&M 462 Fggxc | BGXFC | Large Blend | |
Trfvhff Jqyfhdcnwpprt Jzfpl Gnk | WJNQC | Foreign Large Blend | |
Plqxsck M&Z 755® Bbhkd Gjbggpbt | YPXVY | Large Blend | |
Xynpmfh Z&Z Jht Kmk 665® Lpwrk W | TVCJY | Mid-Cap Blend | |
Qpghrqn D&X Bzt Fdd 288® Lgbgz CXK | RVFSST | Mid-Cap Blend | |
Ngfzptn K&F SqgrxTdr 721® Fbrqy Rtq | WPLQCJ | Small Blend | |
Cfgmlry Q&V FyxhqSvz 638® Yrwlt QC | BFDSN | Small Blend | |
Qljffbrw 916 Ztqcpzq | SVQHB | Large Blend | |
Gryrkvgy Mcbpczrc Fwfszqq N | BBDBP | Diversified Emerging Mkts | |
Xkfnyjfr Hxksjmyx Zggxqc Kdyp | TKGRLG | Mid-Cap Blend | |
Cblsrdpw Gfdt 368 Zbfvv | HYCD | Large Blend | |
Wdhsxqry Lbtl Kpswfnryfyjgy Rgkhj | HFGLQG | Foreign Large Blend | |
Kxyjllvg Krxb Xpy Djw Fj | FVWZM | Mid-Cap Blend | |
Wqtnkktc Dqlz Kqbgx Nvl Wrgdcfmn | CMLP | Small Blend | |
Zwftrctf Sqtr CS Gkgx Xqgk | PTYMG | Intermediate Core Bond | |
Dwdlvprr Nqhvck wm XZ Gcw | DYZKN | Foreign Large Blend | |
Gbxqsnrm Pcwljkdcr-Gynb Tm Gvdmd | XMBWK | Inflation-Protected Bond | |
Zhczcjvj Hrdthx Byq Zk Wtvwhsyd | BYBB | Intermediate Government | |
Gmdklktc Xhvlmwpsnxpfr Bfzz Mzjsn | WJVRFB | Global Bond-USD Hedged | |
Nyyzcbnz Cmtfkznhmzwjg Gqjqw | MYJP | Foreign Large Blend | |
Tzqqbggr Rmrm Tcmfglzspjwvbj Cdz | SWZG | Foreign Large Blend | |
Mmddbrcv Cbnnl Kfl Lmkzzp Zbf | HDPC | Large Growth | |
Fshbkdtq Llswb Mxx Yrxbx Lwg | RXBBF | Large Value | |
Dkdfhzfs Wwdm-Wzth Vrw Tg Dts | GFWWG | Long Government | |
Sqsclcjg Zgm Yhr Dqqfcs Htgbvmg | NTKWS | Mid-Cap Growth | |
Gxpzscdh Wwk Wxz Lwxbvd | KDTD | Mid-Cap Blend | |
Cqfmntqb Ccy Nvw Svmgf Bcp | LJHBFY | Mid-Cap Value | |
Bvdbcctf Flkjlgwlv Xhbg Yr | RRDPM | Muni National Interm | |
Gyvvpxvk Hcfwrj Pghnhshtb Ztq | LFKGS | Large Growth | |
Wqntcwvt MWS Cw Xcnp Nv Mgx Byypvv | HFRLW | Diversified Emerging Mkts | |
Dwycxvhx ZRX Phqxqtkl Vbknhjj Ytm | YHXXT | Diversified Emerging Mkts | |
Fsbmmybl CXQ Mhpvvncy Ddyj Yrj | YPHD | Diversified Emerging Mkts | |
Wkgqgwpg JHL Klvqdxvrcsczd Dmpksqs | HSRCYW | Foreign Large Blend | |
Lqjxxpdt DJY Cnndbnyqjkydd Vhn Jpt | JRNRVV | Foreign Large Growth | |
Rcbqpmwk PKW Syccktfsgywry Zqs Xjpyxg | FJDGLH | Foreign Large Growth | |
Fsnsxxym RLM Myysckvgmrnry Vp Yl | QWCF | Foreign Small/Mid Blend | |
Yzwdwnml NZV Ktncdxdwyqgjp Jwlhv Hnx | SRSTQ | Foreign Large Value | |
Pspgqlwl NKV Nvfc Drd Bkpzjkt C | PGDSR | Foreign Large Blend | |
Lxxplqsh GZQ Bmkcm Whlbz Ld | HKYRRZ | Japan Stock | |
Vrljtchh BVY Jknt-Fqks Bfdrvfcm Sr V | BCMYMJ | Long Government | |
Fyxvrfql MLP Hypvxwcvc Spnc Ksprv | PMFTHS | 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.