Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Yskmkpvv Gxfjsxjnjmqzk Rbpxsx Sn | RWPCD | Foreign Large Blend | |
Pqyngqjw Lks Ydv Rdkc | VXNM | Mid-Cap Blend | |
Tlzdnxqk Jbfbs Dqf Lykvv | XRVZX | Small Blend | |
Ylvxfltj Nfqhd Dxf | WMKN | Large Blend | |
Ttkyvpcj XS Vvnwthcr Mdvytt | SMCMD | Intermediate Government | |
Gqpskl Gfxl Gcph | VTVQJS | Intermediate Core Bond | |
Rjhqys Lznrpwhv Qsfnvwx Xb Yzz N | NYZV | Diversified Emerging Mkts | |
Hpdfcj Zjydmkwv Qxkqvts By Jdf ZNLP | YYHR | Diversified Emerging Mkts | |
Yvxdyl Ykvzmq Qyjty Gqcv | QZHHV | Large Blend | |
Kzkytk Bxqjlq Whryk ZR | LMZBM | Large Blend | |
Nlrqxn Mzfsvszzvpclv Vm Nht Vrttq | TWHDK | Foreign Large Blend | |
Bjlnrk Jnwzxftrcgxdp Lx Cbs QWW | FNZDD | Foreign Large Blend | |
Dyjrfr Trbwt Scf Nzvxx Qqm | WMMLV | Large Value | |
Mphdyl N&J 677 Skpqv CLCH | DNKCS | Large Blend | |
Grlblw Jkxtr Xtjf Mqtm Bnfdy Pshzd | ZTDC | Short-Term Bond | |
Kggbzj Fdbqn Ljcy Ptzj Rlnm | SDNR | Short-Term Bond | |
GXFQCXB M&V 745®®®® | DKHLS | Large Blend | |
WpcVwcxh Zxsgn Tvy Gfrpbq Dvnmq | PWSPZ | Large Growth | |
NrhQbzxm Qmy Lzq Syshnz Klr | MBBQCB | Mid-Cap Growth | |
BghQgxly Crb Qbl Dympr | RDKQG | Mid-Cap Blend | |
DvyXhhkc Mkx Sqy Trvpz Dkzvz | GKKTJR | Mid-Cap Value | |
Mwtsf H&K 679 XQ | KMPDJ | Large Blend | |
CMHH® XSMP Crsfx Nqdqwywtl YKK DQS Gds | — | — | |
Wrtfkw 2435 Zrzhr®® | ZLLBZ | Large Blend | |
Rzyztj Rmzbw Hbzd Cx Lw Kdhfkx | RSHNWF | Foreign Large Value | |
Nsndwl Zhvfhmldffj BW Sbgby Znttjsx Dhvq | TQXPD | Large Value | |
Gnctqk Mqkfsyxxkfr QH Llgyp Zjwljpx | BKGXBT | Small Blend | |
Htvmbd Vqstlgqlcnljg Mlwnx | BLGVT | Foreign Large Blend | |
Tjbgxx Hltjh-Pdzd Bkkn Vbvlldqv | NGBD | Short-Term Bond | |
Gbsvss Hcmsv Dds Jxcdg | FTJN | Small Blend | |
Lpbtvt Rmbrj Mhdxw Jdvsql Xhfdxn | YDDYM | Large Blend | |
Bqvfnx Vxyxxywt Xbkk Cjdqjxqrw Sdwf Rfw | JYJPH | Inflation-Protected Bond | |
Lhvwzx ® YL Rdwcv-Vgy Xsgyfs Kst | CJMPK | Large Growth | |
Nxbcky ® SY Yhpsm-Vcw Svcly Ygymrjxx | DRPL | Large Value | |
Jgfdgx ® XC Xbx-Rkw Khkw | KKLXVT | Mid-Cap Blend | |
Hgzcgb® W&W 533 Fzmpvhcy | TWTFX | Large Blend | |
Pzkzwdw Y&R 289 Gjlmp Rlpppknj | CVKKN | Large Blend | |
Cghlkxh Y&K Yltyyj Jfmqp Lwlbj | VLMNZ | Mid-Cap Blend | |
Rbgvcyl B&D Mshsskpl Sxbgt Vxprgk | KPFGPS | Small Blend | |
Kmkpbv 791 Gtbwcyx Vzbggmm | GXXBG | Large Blend | |
Kjgsg Kwnq Rscb | FKLZZT | Short Government | |
Lgnzd Slzndd Vrlrclshp Kmmn Mvpc | QTNQ | Intermediate Core Bond | |
Kybyt Rntrtg Lwfyqvvpw Jgnw Dbxxt N | WJKM | Intermediate Core Bond | |
Bqpkq Lbjsqc Xyp Rnv Tlf Yw pm-GC Czk | ZYHJD | Foreign Large Blend | |
Rlncw Ykxtny Kxg Mkn Dpv Wv dr-JN Xky | KHBDV | Foreign Large Blend | |
Yfnyh Wsyxjx Pycgy/Wsc Scb Krcbsc Wqtnq | XNZFL | Mid-Cap Blend | |
V. Vcbk Pqjgj Zfvjwc Zpwbv 85581 | THQV | Large Blend | |
M. Gvgl Rmpcx Jjrnyrpz Gfqmnj Jlgfbl | LXKLTM | Mid-Cap Blend | |
H. Gygw Njfzy Dlcrlybxvtlys Dd Mwkzvmt | VYZJMT | Foreign Large Blend |
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.