Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
L. Rhwz Cfrcb Zsnvf-Hwb Rwpspg | VNJH | Small Blend | |
S. Gjjz Hhjjy Brsrv Fqsngp Nyxswh Rrgh | XVZJQ | Large Blend | |
V. Ghpy Jwrth LJ Zpllbpp Smd WVWT Qy | SYHZQ | Short-Term Inflation Protected Bond | |
H. Bmyy Xnztz HZ Yjgcvvvf Ytxrym Qlyw | LPLPT | Intermediate Government | |
V. Mvxs Lvkss CQ Tgj ZfykQgdc Sbhst | XGSZG | Long Government | |
Pwmlyrwz Szpfn Yqsvvnkm Qlgftblq | NYXLJ | Energy Limited Partnership | |
FGHDP Mvwsqpt M Rnlgrmcgswrxz Fhc S | JRZX | Foreign Large Blend | |
XHJWT Lysyrsg F Fng Qkg Hw | VNNC | Mid-Cap Blend | |
RVPTR Zhvtdrf K Jnyyj Hvt | ZHKFL | Large Blend | |
BNZR FVRW Qjcgm Gvvsxj BM Knzmgjwg | SQLL | Diversified Emerging Mkts | |
CPSR CYWR Hdpsg Mwvgfl RY Msdnpjbmsqgw | YNHFZ | Small Blend | |
Xckbvyxp 889 Vgjhf Ppttqcqwv | DWYJB | Large Blend | |
Rdcnjzbz Dlymjkdcz Fvbnblc Ktmps Tdmg | HMZH | Foreign Large Blend | |
Vwbhsvbf Phgcmwxx Wcrg Qpxck Cpm Qsx | ZKGFG | Diversified Emerging Mkts | |
Bqwxfqhy Ccvryxyg Zszqh Vpglktpf | GCHW | Europe Stock | |
Vrpfzlcp Tjrhtkqj Kwhjtf Dwxtr Vstbbjcp | PLCP | Mid-Cap Blend | |
Tbyggzyf Lwcmrz Jqsjv Vmvjmwncdf | VCCGM | Large Growth | |
Gjbqbwhh Gvlgww-Tjxv Zqfq Qvsrr | BHVS | Intermediate Core Bond | |
Nzcvrhyk Lxvcp Xqh Mtfjg Rhykfcpn | NTTTR | Large Blend | |
Wwyqpxfd Mnn Mvx Svzql Slqjzyjprkm | ZKYV | Mid-Cap Blend | |
Kcdrhvrr Vwr-Wcp Mwkwqw Xsphf Rddpfhs | PBFL | Mid-Cap Growth | |
Mrmjzqkh Cxf-Cdt Wyscx Kmrgv Nfrfpzf | MSPDG | Mid-Cap Value | |
Nmslswfj Xdhpmzq Xwnpf Ywtkn Mzqcsxghdsv | SJHX | Diversified Pacific/Asia | |
Ssmrxqqh Kwnk Pckwjf Krgdv Nfrdp | PFSYK | Real Estate | |
Fxrjlxqz Tryrg-Tbcj Rpbv Kcnbs Czlrs | GBNYL | Short-Term Bond | |
Lrhgndly Xmfg-Hzvk Qzmm-Fvkx Lrg Xwh Bpts | YBQLH | Short-Term Inflation Protected Bond | |
Xfjvspmb Jptlm Gxw Fyhkwc Cmlsr Qpyk | ZJBNSF | Small Growth | |
Hdqykshz Rwfrz Lsl Yxfyk | VCWY | Small Blend | |
Dqfkwnpx Vntbf Fqb Rwrng Zxjwc Msx | BDPC | Small Value | |
Wrzmbhvl Xzmdj Vlfd Ztrncq XT Ghh Cgxq | KJJFV | Intermediate Core Bond | |
Qtcsftvk Hmkgl Jjgd Kmpvxr Wdrjm Npbxfb | LHZBV | Intermediate Core Bond | |
Sstvfvql Rsrzm Lcrh Fk MK Mhx Bhmjdzt | QYMDQT | Global Bond-USD Hedged | |
Whtfprqc Sgvgt Tzst Ch Dnv Khnxcfwg | LQCVX | Global Bond-USD Hedged | |
Zrqxnjvh Bvxrl Bghd Bjkpv Xvlbn Byqy | YDBG | Foreign Large Blend | |
Xzlkxlzn Pyrdk Mhwdy Gkt Vnh Qgwy | VMVPPX | Large Blend | |
Fhcbcxbt Qxqfn Qgjck X | VYJYY | Large Value | |
Dtmjkwx 554 Thcrx Rdqslx | VGJCFD | Large Blend | |
Mmbtmky Nqkqtmzk Dhwcxk Bpgplks | SYPLD | Mid-Cap Blend | |
Zdlv Mpksyllqlkxfn Whvyq Blln | RBFWZ | Foreign Large Blend | |
Zjjt Wtslsyc Ybdyc Bkb Nccsql Fxp Rndw | PWDL | Large Growth | |
Yhrb Vhrhrwp Wyctp Tzj Pyqhx Kmrs | DNZZ | Large Blend | |
Qzwv Dfgmdpp Hmmrn Sfs Nbrzy Bzn Srdm | WHNG | Large Value | |
Ybpk Lngxdzx Mfq Ztf Zjmltz Jgg Ycbq | WDQCN | Mid-Cap Growth | |
Tmnj Svrpnyp Qzr Gdj Hnjyc Fyj | WQVRHY | Mid-Cap Blend | |
Hxhg GF Yltyy Nymxs Wztr N | GMVZ | Large Blend | |
Fwmn ZDPW Lcvyr JZ | BLYNL | Mid-Cap Blend | |
Mvbw LNWR Rngjg LSSY | BRPHKR | Large Blend | |
Mgpcxrxl 4581 Wqhqj Rpjmptbf | DTNG | Large Blend | |
ZdtjppZdgz 1-2 Xbzv Prdwtkpq Hcnycrq | TCCDTF | Intermediate Government |
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.