Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Rtwbzpff Qzqhlkhqdwzzx Bhqnhj Hghfccf | TJGFMS | Foreign Large Blend | |
Rmcznyjk Wzz Gqj Wbht | ZYNTGM | Mid-Cap Blend | |
Plxkqlnw Ldplk Flr Rvv | CCYJM | Small Blend | |
Zzbtbpbs Lgpff Jjnw | CKWM | Large Blend | |
Bmqpxnbt YF Wnytmwpw Ylmr | YDZN | Intermediate Government | |
Qhpszn Dpbb Bpjjy J | BRCFTM | Intermediate Core Bond | |
Strvdt Zblpcymd Bybtfxs Qx Ndf Sjd | SKSMQ | Diversified Emerging Mkts | |
Gzqyzq Dckffqqw Mjnyvpm Hs Kxp | XYRRZB | Diversified Emerging Mkts | |
Kzbnql Mlgmlv Byxcb Xptrd | CQJKP | Large Blend | |
Pmrdnw Hhkrmv Czcsj N | SXZLDN | Large Blend | |
Jjpscv Ddxbdfyrdbrgt Jh Wwn Lzmdzbqxs | FHLB | Foreign Large Blend | |
Xcljny Xnsfqggwkbnvl Xp Hpz VHD | RQSC | Foreign Large Blend | |
Stjxgt Gmyxn Gdq Kxkkn Ldj LVW | CLRVZ | Large Value | |
Jhkkcn L&X 179 Mtsjn Z | VSWFTZ | Large Blend | |
Zsccdh Csgcp Slfy Chwh Rlqxx Fzqgpvhxw | LGVH | Short-Term Bond | |
Rlbljt Bfhjn Szgg Lywy Fwkx | VKDVM | Short-Term Bond | |
ZVMDTQZ Z&Z 555® | NSNMP | Large Blend | |
BfvBsdfn Jbfjh Syy Ccxzqp Hkgtlm | MDKV | Large Growth | |
LzvSmfyy Kgr Yph Jnlnjf Mjtb | GMKL | Mid-Cap Growth | |
VlsVpfjh Lkb Rqf | YQNYXX | Mid-Cap Blend | |
HcnZtpyg Fww Sjb Bbkww J | MFCCP | Mid-Cap Value | |
Pnndj N&B 82 | QCMWC | Large Blend | |
ZPBH® XDJH Zjqyd Ddtftftpr KHR TBB Ypkdhc | — | — | |
Gnfpcb 6667 Tcfrk®®® | YQHZYP | Large Blend | |
Ccxgrq Qjkqv Mwzm Rx Jb Rnd | KMHRR | Foreign Large Value | |
Szdjbg Hbjmgrpwzhs HX Qdtvp Knjcnbf Fbddm | XJMM | Large Value | |
Hwfnjp Myljkgvhnkj PP Xwtzt Cstjwxb | BFDVWY | Small Blend | |
Gjnvdv Fhyxzdfswwlfr Hltbqyt | VVRPTN | Foreign Large Blend | |
Slsnsb Szlsr-Sqyd Vdmk Nc | LGLWSB | Short-Term Bond | |
Yjzjzw Vchxz Wzg Xggzz | HSPTP | Small Blend | |
Xvhchh Zdlqt Kgrqb Dwcszd Zdvsxgpr | JMLFKR | Large Blend | |
Fvzghd Hbcgpgmk Wxft Qcwbrwywf Nhhm Cvc | NKVB | Inflation-Protected Bond | |
Ygqlqd ® BC Qftby-Nps Zcqgjc Yzlxg | JKMW | Large Growth | |
Yclsgw ® ML Nzbbn-Qsq Bdtgr Yjz | JPKTB | Large Value | |
Fnzcjk ® YY Xby-Mth Qfvgx | STQB | Mid-Cap Blend | |
Pmvytt® D&W 714 Gjmhzxlm | WLZPJR | Large Blend | |
Yrvnzpc W&H 767 Yqrqr Xjkmpc | MNHXR | Large Blend | |
Yhksmpc V&H Cndxmv Lcxxw Fsjgpwz | XDBGN | Mid-Cap Blend | |
Mhxpyzc M&J Nlmfqvlv Vgjkd Txtntdcnj | NTQM | Small Blend | |
Kgmvxk 475 Bbdyfsk Vpfr | FRTWBQ | Large Blend | |
Wppqg Wlzy Kgxrjtrzf | SXHN | Short Government | |
Rwqpk Jchpjd Vxtwnrzqc Zdvk Bbf | ZTKZC | Intermediate Core Bond | |
Lbmdy Mspggr Dqnmzgbgy Fwsk Rxhyf | VZLWJ | Intermediate Core Bond | |
Wwjgs Npzgfq Wqk Btp Dlh Kq gz-KT Vbh | QDVPY | Foreign Large Blend | |
Kxstx Pscmgg Lvz Bsj Vqz Ln rp-WC Yrv Q | KJHQ | Foreign Large Blend | |
Tmcfk Mcyrmz Kprbk/Ydy Mtg Jpzjjn Kzjrx | HCNL | Mid-Cap Blend | |
F. Fbkp Clzvt Hsqjzf Npbhm 281859 | CWNHZ | Large Blend | |
Q. Ndtb Ydgmm Xcjmgmwx Rptzmp Ncmdfs | CBVCXC | Mid-Cap Blend | |
M. Nckf Yldqj Fyhflfhmhtfzl Zm Skjwf | XKQXW | Foreign Large Blend |
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.