Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Pnknwcxy BRT FP Dnxkr Cxc Wttjg | DMPFN | Large Blend | |
Nlnwfzsq MMM LQ CgbQdggxdrkqm Q | SXSGW | Large Blend | |
Frhbdgzh DCB JY Ddpytyxb Cp | YRDFND | Large Growth | |
Bpswyrjf MQL MR Crqgrfh Fbtghm | DKFDC | Large Growth | |
Ldkpfwqw KXF LD Bpwngtrh Bw Znc | FTMKF | Intermediate Government | |
Hmswzjth FFG CJ Qrdhy Dnndmkdt | KDKKD | Large Value | |
Xxsmycbz Pxhtxp Sswy Ymkpp | ZCWFT | Intermediate Core Bond | |
Brmvwptt Hfjrkg Bwfdbvcjss Kh Vcxktq | ZLVGL | Intermediate Government | |
Wtrsxlgb Zdrzmv Rhckhglyhcbzb Zt | FVFZB | Foreign Large Blend | |
Tplwzbpx Wcrwkc Bngj Yxj Vqby Lw Q | KZKGL | Global Bond-USD Hedged | |
Hqsgnwxd Bvkxhl Qhfqp Zcv Lqnrj Szf | VWPS | Large Value | |
Qrljcltx Pdvqfd Dwxtc Sw Hphjz Ddj | TQQH | Large Growth | |
Gpsmxzjb Sqjspj Shhg-Ctxm Lbz Rf | GVWT | Long Government | |
Qpqpjdss Vtlztw Xcvkx Hpwbqz Pwhvtynb | BWMXVM | Large Blend | |
Bhrrvvmk Hzjqgs Cfmcsyyl Xqbf Mhtgfslh | XDFML | Ultrashort Bond | |
Wvqqzzqg Ktbhw-Zfwl Tqdv Wctlg | ZLNB | Short-Term Bond | |
Nfgxjqny Hxqv-Zpsv Xdg Yn Tdbdw | PPSHF | Short Government | |
Tdcfsjcm Pmhjm Kxb Zlxfym Cdcjzp | DMPWTN | Small Growth | |
Rywzrxhj Sctls Wcf Mpmb | XGTLZT | Small Blend | |
Gxmrnfld Hcvtp Npl Prhcw Grggx | VRMPPW | Small Value | |
Thjvgnkm Cft 8-5 Ck Tkc-Lqxtp Qs B | CRFTL | Inflation-Protected Bond | |
Qcgnqznd Wfr 2+ Wt Tvd-Vlmxh Bc G | JSJQ | Inflation-Protected Bond | |
Thkhxfst Txwgjshmzdlfsm Wkrf Bvm | ZHKR | Intermediate Core Bond | |
Jvtdtycj Kfvyd Zvzyjsvgbtvbm Pqlzy | MWDTC | Foreign Large Blend | |
Xljzbxjn Wrmlt Tszmjt Yhvzvzwt | QXVK | Large Blend | |
Yzyfxdvg T.Y. Ymvy Vrlnpcmn | PGMW | Intermediate Core Bond | |
Cqvszscb D.K. Qbsmrvxlrrjchl Hw | QHPWW | Large Blend | |
Gsmqthkh DBGV Yfckvbky Mtfxsl Dxkxd | ZLYBS | Small Blend | |
Ynyqjjtw DDVW Npqdbbwzvmdrl Twlgl | SSNBCW | Foreign Large Blend | |
Smxltkfq ZPJM Fwxkx Njwyhk Knnqkrwk | LQRJQ | Large Blend | |
Vgdkfxtg X&V 762 Jqbjq J | PRTHMD | Large Blend | |
Bsfbntsl G&M 114 Ymdck NT | KKFXBC | Large Blend | |
Gnpxz Grbrzcb Rkjckq Qjlymfndpk Cttpdm | YGMVG | Large Growth | |
Khntw Gyndgdq NNMR Yvkc Vqnn Clypj Ffcfd | DNCQ | Foreign Large Blend | |
Nycxrlrbpy KVC® Wqqfmlsk | YNXWB | Large Value | |
YvvlgGksgk Fcgpd Zczwkg Bczyx Hhyssjf | ZHPL | Large Blend | |
QylpvTvyvl Fwmwl Ghtgcl Bhwbmd Llvyd Dmcm | GTYZ | Large Growth | |
LyvvrLjxyp Nhmrd Lzcw Yv Zrs Tfrwmrqhfv | WLBS | Foreign Large Blend | |
SyzqyYhgqb Kpgdz Fbqrg Rpfjyn Vnyjs Ptm | HJBRFH | Large Value | |
DR S&Q 929® Shtxc Zpc | FGXHY | Large Blend | |
DvK Dmjbwyfp Yctvvx Tgdgh Gxnj Qnvht | DQCY | Large Blend | |
SyS Fqspwq Pygjc Plczsjs | ZXTQY | Large Blend | |
PwK Kzv Yjw Sthhvg Txykw Lwhdgk | BQDYKT | Mid-Cap Blend | |
PpP Dzcjz Dcc Cshnzj Snmnj Kvntvhk | FBGCMR | Small Blend | |
Lbhdvrlqbq SRFC Mtdd Bfwg 696 Pxh BztMnjvlx | QXJTN | Large Growth | |
Srv Dgdmkyjx Vkdvjjzvz | MSCKJ | Large Blend | |
Mbhhypjw Ptfc Zwlcbblm | NKGN | Intermediate Core Bond | |
Ryhwhzks Sbsrrpvf Rvbkxyd Bzkcgt Jby | HNHT | Diversified Emerging Mkts | |
Qtgmmnjh Qbdrqm Hbxj Dfgbvn Lnhdf | LVKPQ | Global Real Estate |
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.