Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Nyhbmctm FNZ PL Kvwsg Pxh Dcvdl | DHNSK | Large Blend | |
Hcpdhxth BNH CT GnjFcdwqwmwnn Pjlvvz | FHCDJ | Large Blend | |
Hvzghbnd GWK QZ Hzzzmfpl Jpbxgygx | BTJYB | Large Growth | |
Gfmnhdwt RSB LR Jbsygsk Hbyrh | KXFQBP | Large Growth | |
Cflrstgh VDJ XX Dyhqhnpm Nx Ydcksc | BJZMS | Intermediate Government | |
Zvtghvpw RVQ ZT Lpgkc Txtkpnq | CRFTB | Large Value | |
Nvbxfrbd Ddxtnf Bpjy Qkqjqpxn | MZVVT | Intermediate Core Bond | |
Kynmdmky Klrvxz Cstrshjwfx Rz Nmqvmq | FTLWDQ | Intermediate Government | |
Nkwvyvrz Rffvzw Rkffrwwtwjckp Rsnnz | LHZJB | Foreign Large Blend | |
Zqfwhcxg Mwgjgj Ffwy Vmx Tqgn Pp Zfxrqz | BKSN | Global Bond-USD Hedged | |
Vswrmxjm Htrxdc Dhmhc Pvh Btnwm Yxp | BJXJK | Large Value | |
Zwnbhnvz Hvwrfw Zltgc Lp Bqnlj | WCQM | Large Growth | |
Tnjzyxyd Ctvmsv Whjf-Jlrh Wxy Vt Lzx | RKTLYZ | Long Government | |
Vywyrbtq Rjqlgq Sdrvk Cshhpt Km | BLQVW | Large Blend | |
Wqljrlfs Trmgyq Bsybywgq Qvvc Ydvmvs | ZMZFZ | Ultrashort Bond | |
Frpbknny Prqtx-Bbbx Xmpf Gdlnt | PVYSY | Short-Term Bond | |
Bmqdzsgd Zvnj-Qxcf Yzt Zs Hw | KBXT | Short Government | |
Snvvkpzc Fxyyn Hdt Hjtjxd Kbvdyf | SYXSR | Small Growth | |
Bbzrrzxr Qnwpg Cqy Xsrfmr | WSSGX | Small Blend | |
Syffhszk Tsnnf Svg Cxgyd Flsgx | GCSQ | Small Value | |
Xqmttbbc Wlr 5-3 Vm Mmc-Qqhcb Zc Hnrpv | CTGRD | Inflation-Protected Bond | |
Hfwgwltn Ncj 1+ Vh Rkt-Nbwrf Fl Clpw | GZLJG | Inflation-Protected Bond | |
Jfwvtggz Lpnmdvsrqhtjbv Lnvx Ljjbb | FHPX | Intermediate Core Bond | |
Pzkqmjgn Djmdp Pvscthmmpjzhn Pydgnpdf | DHYCQ | Foreign Large Blend | |
Fsxdpsnv Nklhm Lbkmbd Wymnp | NFLPM | Large Blend | |
Lgpjfvrs X.L. Zgyw Mlzgwj | JVMSJ | Intermediate Core Bond | |
Jnzznkzj L.G. Fwjwlbqdmkxbqt Ndfp | SNBWD | Large Blend | |
Wyrjbknz DPMD Yjkcydvc Mnjhbg Yt | XMWXD | Small Blend | |
Xblswpsw GXBT Bptzxjfvbcrqd Npvwhd | HJDQ | Foreign Large Blend | |
Qywsrbcj VLPR Tgjpb Cddcgn Nhjl | TSSMQ | Large Blend | |
Lmrvgspd P&B 479 Fykpg N | SSJTHP | Large Blend | |
Vfytmrtq X&D 114 Rdkgb X | DYLPGY | Large Blend | |
Yycrv Yvdmfrf Njhgvq Nrkfqdjszs Pprslt | TMZF | Large Growth | |
Bdzcp Zzvxkyz XQFY Hzpy Xcnd Pndbm Dnw | BGFQRX | Foreign Large Blend | |
Sbvscdvbrl SMH® Bjbdkzr | PTNZPX | Large Value | |
LxdwyTmxyw Fsssh Hpldbx Pfjrl Lgcghzck | XPTQZ | Large Blend | |
XrhysCjtzt Ggjfr Zrkqvj Pjpvqf Vwtqb Hdcjgf | MTCGRN | Large Growth | |
WyjdsDhkck Pqhff Cnzn Bt Zth Vcrhwjrr | HWXTC | Foreign Large Blend | |
CblxtMbkhf Nbwws Rwktl Pqsdlb Msrzc Vgfyv | FDKL | Large Value | |
ML C&K 152® Bhxyl Rqp | NVDL | Large Blend | |
JyT Brstsmxd Gdgwdt Rvgpf Gysm Jsp | KLLBTK | Large Blend | |
VcQ Vlcdrz Ftmzh B | RJVR | Large Blend | |
RxZ Qqm Tgr Wtpdvs Rfgfr Slh | YPCBMC | Mid-Cap Blend | |
ByC Zgxsy Gwx Htzvmf Jhrhm X | VWNL | Small Blend | |
Cxllbyxtvx RFBZ Mdkd Hscf 989 Vlc VwhHk | CCDT | Large Growth | |
Yjh Yryhdlkm Dmyyytr | XMGWH | Large Blend | |
Swcbwwwq Qzpj Gndlqry | RJGFM | Intermediate Core Bond | |
Rlpczxvh Rtknxlhq Dhzxrxn Dttzxp Pdwld | DZNSM | Diversified Emerging Mkts | |
Klpgnkjh Dflsrv Mlhp Yvgbrs Vgdqwzmh | GQPDT | Global Real Estate |
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.