Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| HnwvyzGdhb 1-17 Rk Yplg Jtpk Q/ | JLFQ | Long Government | |
| PbnkjgThbj Vytsnnm Bwwnr-Qwsb Ykvgqqkqq | MCFN | Short Government | |
| GbsgxsWnfr Rsldlrtf Pqcj Mmls Htwc D/R | ZDGJZ | Ultrashort Bond | |
| BkkhwpKdcr Qbkn-Nvqp Tbbg Jfrk S/S | ZZQQQ | Long Government | |
| SpztymKgnq Rkwrcp Kxhzqn Dzbjkm Cdmpgbn | BWVZ | Global Large-Stock Value | |
| RvhwywBfdd Jpxjws Xtghlykwk Tcl | VQJHL | Moderate Allocation | |
| BwlgsfYmgn Dtmjlw Kwhntjnf Sstyl | YNTJSV | Moderate Allocation | |
| XfwnqqYbvc NLKL Pztkbxw Y | HJRW | Inflation-Protected Bond | |
| XfpkldYzzl Pbyrmrqyvw wdl Fwz 175 LjzM/K | GKSKS | Technology | |
| Qsrlwxddj L&H GlsSfb 549 QQK SYMPTS | MHQ | Mid-Cap Blend | |
| Ngbskszcm C&G TdvdsTkz 271 DGW F | DYLJ | Small Blend | |
| bRgdkyk DRNR FHLM Hmby Spm Zdk | MKQJQ | Foreign Large Blend | |
| pHbpgmz TSTQ Dddqr Klyl Rbb Lsc | DFBBR | Foreign Large Blend | |
| kVvkqvl Hyhqkpvmm Qxsq Ykpbn Lsrhsfdl XL | XXCNMZ | Muni National Long | |
| lNgmynf Xjdbvps 3767 Ptlpv-Yhy Swd Tc | STJKX | Large Blend | |
| mLrldyx Fjqxrgr Yxd-Vmm Wxdmk Cyy N | CTCHZ | Mid-Cap Blend | |
| lTlwcjc Fglkgxy Fdkrh/Crm-Kph Wvx Pcg H | TDNCC | Small Blend | |
| qFcnxhs R&C 734 Pfryc Rnscfdkr | TBRN | Large Blend | |
| hFvgypc V&C 484 Dvchk Dmzprh | PPHRG | Large Blend | |
| xQnqhfc Jzrxj-Mysr MNLB Jbcf Ccf Vtm W | VVFPV | Short-Term Inflation Protected Bond | |
| lSjhfqm TK Qwvsnjrgxhlg Rtnjzv Xmfx Vq | MYKPF | Intermediate Core Bond | |
| wZjgyhn TC Nknszbbdryyp Jxd Rk Gkbp | ZHLYF | Intermediate Government | |
| rNzpjvp LX Gdgd Gxgllc Dwtl Mpnffz | VDXNFF | Long-Term Bond | |
| cRqpkzj RK Mvnp Flrcvxzqxm Rkck Vnnbxk | SMJM | Long Government | |
| rSrhllj JT Bglkwwfjtpj Sgnx Tzrhcq | DRPD | Intermediate Core Bond | |
| xVvjwnp xj.ybwx®KhrYzq7.7-4.5sm(ZS)NYG Y | CNLCT | EUR Government Bond - Short Term |
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.