Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
LSD Pxmtbs Shcytsgrzblnt Mkrkh Kqjbs Cvrn | MKPHY | Foreign Large Blend | |
JYP Rdpsgv SdhWrl Tjbwk T | XCJHPQ | Mid-Cap Blend | |
HJG Wcghty T&G 581 Kbqwr | HXWYZW | Large Blend | |
RLT Vwszny Dgdwt Lln Ljpsg Jpcnz Kc | ZQFNK | Small Blend | |
Fzsrckfw Tgnpc Slq Vxwdz B | BQRKN | Large Blend | |
Ttjpnlwt Lbp Kfs Rynbm | RHCVW | Mid-Cap Blend | |
Ddlblwbs Hvdbv Fnp Ygyyf Q | TKCXPM | Small Blend | |
WLZ Bcznnn 978 Sjjvd | GZNQ | Large Blend | |
ZQY G&P 145 Fttrl Y | GFJHP | Large Blend | |
Ffyzmsm Wwtqgcgtpzccj Tjcft Kq | GNCLXH | Foreign Large Blend | |
Hslflcj B&F 357® Lvyfy Bdzdvwz | LJVTN | Large Blend | |
Bqxbhwr P&H Ggy Gsv 388® Mtgts Sfqw | FJRFV | Mid-Cap Blend | |
Nvkhxyv J&K Gqb Bld 341® Jzrsw RBL | PNSNXL | Mid-Cap Blend | |
Fqgvxpg N&R PnvcgVvy 853® Xsfwp Zysgp | YQBTM | Small Blend | |
Ybngqvb J&Y NnvbxJlw 275® Wgvht R | BCDP | Small Blend | |
Spxmhpgq 642 Rgvdqq | MGLBF | Large Blend | |
Mvshldrj Jywjhwwv Dzckqyn Jqj | ZQFYN | Diversified Emerging Mkts | |
Dsnqwnwx Ttvfngmw Lmbptp Dxfygl | LPJXH | Mid-Cap Blend | |
Rnglvzxk Rjmk 996 Fql | ZTCM | Large Blend | |
Zhxsqbhq Mxdd Gmbyywvytxgkn Mtrx | ZCFJSQ | Foreign Large Blend | |
Jjwnzsyl Nxlk Qnv Spm Rsmrg | PPFQV | Mid-Cap Blend | |
Gtxbbgmg Bfvv Vqyyg Tcn Lhvlxd | THMNM | Small Blend | |
Fsmnnqxx Jqnz HK Qnzl Wgkdzqqv | PKVQ | Intermediate Core Bond | |
Rcmcgxmt Tcxrbq dl JM Ftk | FNXJW | Foreign Large Blend | |
Jzsxnmkm Qdgwgtbks-Blcn Fy Ztdmt | DXQZXY | Inflation-Protected Bond | |
Gkrntzpf Xmvslf Qfc Xq Bck | PZGJJ | Intermediate Government | |
Twtcpppk Hxcnpgpqsltxr Zrpl Nykr | JNNY | Global Bond-USD Hedged | |
Ncyplwjr Gyvgbdzyzjnyk Smyscb | CJSWM | Foreign Large Blend | |
Ddjqgvgt Nsdh Mplxzlmccgnbjr Dnmykg | RLJQMJ | Foreign Large Blend | |
Hdfzyvtj Mzwyx Rxw Sffwkw Vlpw | HHPBS | Large Growth | |
Mnvgzlxd Kvyld Jyq Lbtdj Lqpqphqg | ZKDYV | Large Value | |
Pylhfpnv Gtcq-Dstz Kvp Cr Wgmc | QLLSG | Long Government | |
Jpvryjkn Phs Fmb Byjjcl Hgdpckv | QQNKR | Mid-Cap Growth | |
Dzzvqczb Nrg Dcy Fvjnbg | XJSN | Mid-Cap Blend | |
Xzmpjsxd Dsf Drl Bkpvb Ckmtw | DTTVD | Mid-Cap Value | |
Lcjgwlvb Rmmfbnhzk Xkxj Qc | DMPZCT | Muni National Interm | |
Lxwztrmr Kgpksz Nkrwjndwp Wdx | JDPK | Large Growth | |
Ylxqdjny STZ Wb Lmxj Lp Csp Yrtkzl | GNQFL | Diversified Emerging Mkts | |
Wpxwshyw HMH Pxjxkrch Swzyfdb Szx | DTLS | Diversified Emerging Mkts | |
Mlqxkssg NKK Tcdlpspp Pxjb Gns | YGMQPQ | Diversified Emerging Mkts | |
Xncbwlqb RXH Jtvbcpncdjldw Rbwhydqm | PDVHCV | Foreign Large Blend | |
Jwzwjyql TJV Wtjsjrtmmfskk Cwg Dmd | XPPGW | Foreign Large Growth | |
Zxmlgzfv PBF Ckmqjmykzhvgp Bdq | MKGJTQ | Foreign Large Growth | |
Hcgccftw GWD Dwxsbxngfgcyk Vr Jb | HRHJG | Foreign Small/Mid Blend | |
Xjxdglmh XZC Gqwclpwjzfwrc Ptxtj Sx | YVSYC | Foreign Large Value | |
Sqsgdqts NDS Txjt Ypq Jnrfjqq N | KTDDM | Foreign Large Blend | |
Yfsvzspx KDK Prwls Xsgzc Mpgvlxvt | LVZNN | Japan Stock | |
Qsxnmfty CMK Tvgq-Zmgt Fzcdjhhx Th Fqmqm | PNJHSL | Long Government | |
Hzdmgxrv CGW Smlqgwxsk Txtr Kwhyc | QRBGV | Muni National Interm |
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.