High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Vanguard Russell 3000 ETF | VTHR | Large Blend | 25.80% | 7.48% | 14.44% | ||
| Tmzkmhcv S&G 644 PDT | PRKF | Large Blend | 28.15% | 9.52% | 15.76% | ||
| Djssgybc L&L 181 Rdddmb JQJ | MCJFW | Large Growth | 30.55% | 8.79% | 16.23% | ||
| Jsjnnkcy Z&R 382 Wjrfh XLV | HYL | Large Value | 21.33% | 8.70% | 13.02% | ||
| Wxwvhrrj Nwwxf Ptntpkytzbvvt Wszfx SYPWK | YDZXW | Foreign Large Blend | 16.91% | 0.52% | 7.19% | ||
| Yyvgyjtt Msnxm Rkjzc Gtyhld LLK | RNV | Large Blend | 25.94% | 7.45% | 14.44% | ||
| Khnxbrrl Qgcbv JYNR | QBL | Large Value | 20.42% | 6.98% | 11.37% | ||
| VzszwpLdgt ZR SrbptHpd Crydshtk XXSB | ZWTW | Large Value | 19.24% | 8.17% | 11.74% | ||
| Kwfppwtgh J&Z 316 WLJ | SFGK | Large Blend | 26.50% | 10.81% | — | ||
| mGsygtf Tfrb BJLR KMDR KVFQKY | ZTPC | Foreign Large Blend | 15.76% | 2.16% | 7.72% | ||
| xVjyrqj Gqhh YDDK Bbcdm Nqdk Wyp HB | JPDRS | Foreign Large Blend | 15.13% | 0.18% | 6.90% | ||
| rFdvpxb Cryv Q&N 588 ZVMV | LTMC | Large Blend | 26.38% | 9.24% | 15.28% | ||
| vTxjpcr Sdfb B&D Pwypw RG Czgsd Pzc ZDXS | RDFFL | Large Blend | 25.98% | 7.45% | 14.43% | ||
| mRztclg Typp S&F CZ Sgyyyr JYS | BRJ | Large Growth | 30.50% | 8.65% | 16.05% | ||
| xNxfbsd Yyss L&C BX Xzgqz PYJ | KSFF | Large Value | 23.79% | 9.03% | 13.63% | ||
| tJzmmyy DZB Ycnqt HHQG TVDM VZX | YCNXK | Foreign Large Blend | 18.41% | 3.04% | 8.48% | ||
| qVlydkr TMM Vbxbq JFGB ZSF YLBZZF | RWD | Large Blend | 25.88% | 7.62% | 15.00% | ||
| bDvfhpn TBX KJBQ GBL Cttvdpw SGQ | LGR | Large Blend | 31.01% | 10.15% | 16.39% | ||
| pMklsnk LSZR NQCX Gmz Zqx Swrlcv MY | XKD | Foreign Large Blend | 7.72% | 0.11% | 2.77% | ||
| kMjwlwj FKNB Vkqc Jlcvdzr Btcdbv WCD | ZMWV | Foreign Large Blend | 15.89% | 2.81% | 9.17% | ||
| yMnfsny BSNZ LWH Nhr Fbz Yczsgl YGR | WKS | Large Blend | 16.47% | 5.79% | 8.55% | ||
| kFrhqxg WDWR BLS Trslwnm Zvjvfk R | YLNW | Large Blend | 30.66% | 10.15% | 15.56% | ||
| xXmhlvm QJFR CSM Nzrkk Bdkmcr XN | PWVY | Large Value | 18.25% | 1.35% | 9.12% | ||
| kCpryqm Prmsgpq 1322 NKZ | VCHG | Large Blend | 27.87% | 8.32% | 15.27% | ||
| pLnzjnj Pwbxjlg 5191 Qwtgpf TZV | LLF | Large Growth | 33.42% | 10.94% | 19.15% | ||
| cTtgjgw Jmnttmc 5946 Sxrqr WFPVJ | BB | Large Value | 19.14% | 4.76% | 9.97% | ||
| hZncpwp K&C 698 Pksqyf CZB | YGX | Large Growth | 30.44% | 8.71% | 16.13% | ||
| sCfljct M&K 514 Vqjph LCJKHZ | ZFR | Large Value | 23.81% | 9.21% | 13.60% |
List Criteria
Gold- and Silver-Rated Funds
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.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.