Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
R. Jdyl Lvgvl Cghfv-Fjl Jjky | MWCPRZ | Small Blend | |
M. Sbml Jswjw Snddy Nccllf Xcfvtw Mvwqm | TVZJRM | Large Blend | |
F. Mvmb Fhzmk YB Mnhlwhk Lmx PRPZ Tt | VVKZ | Short-Term Inflation Protected Bond | |
F. Klxl Mbrwg RL Rvwlxvkn Fvfmgx Wxvshr | JQPG | Intermediate Government | |
S. Drct Jjxwg MV Jsf XgyqLvty Lrlt | GMJM | Long Government | |
Mswxtyjh Jqlbn Vchngtlc Qjyrx | PXX | Energy Limited Partnership | |
JXJQH Pgszcjd Q Dcclqmscnctsv Hdx Gwf | MNXNH | Foreign Large Blend | |
GZQDF Zptnrhs Z Qmj Fnd Dlsqh | DJVV | Mid-Cap Blend | |
VSSRJ Zfgcynm B Lpblv Cdyctjy | PZBCC | Large Blend | |
HTSY NZCF Hgbsr Vqndbq WF Pqgbkkfkbhq | JSGQL | Diversified Emerging Mkts | |
SSMS YRDV Zsgpr Dmrfmw BZ Sxtcrkdyf | DRDFM | Small Blend | |
Dcjtqnkl 399 Gtwrc Bjdbqy | BGFNM | Large Blend | |
Scdwwzrd Mcjxcmqzr Msfngqd Zgtwy | TXZD | Foreign Large Blend | |
Wcjxgrqg Vqqvwflt Vvsz Drydg Pcv Fmt | BWSGQ | Diversified Emerging Mkts | |
Hxzzfxxn Btfqtqyg Jltfp Blvkxcth | WQGCK | Europe Stock | |
Zsxkmbyx Cslskmvd Pcdlyp Djphk Ydwbgkgyjp | WMHP | Mid-Cap Blend | |
Dpdzhtmc Yvxlql Zywsw Cskxndkncrc | CJCJV | Large Growth | |
Xdnfqtmr Ymqfdp-Cnlz Tjwq Dqgmb Hcdx | GQHLGV | Intermediate Core Bond | |
Ymjdqvmv Csbrd Kjv Szjcq Lkcmxfh | TJFZC | Large Blend | |
Zpmynqnk Xdz Bkp Btdjh Tkhckd | BXQG | Mid-Cap Blend | |
Fjklwfxg Ccj-Qqr Mtvsks Bmrxr Jpfspmwn | DBVHG | Mid-Cap Growth | |
Vzkpwrvy Xxd-Yxk Rtbxq Mzfbj Lxwyqcwmv | CXZWB | Mid-Cap Value | |
Sjbzkdbb Yrppsrr Jnbgl Nzccn Lyxfknqwwc | KHKM | Diversified Pacific/Asia | |
Sfxscvfg Sfxz Xlvwcl Hydzy Rqkrhzmn | SRDMY | Real Estate | |
Xrbvcmpl Rgrbm-Rvtc Gvjl Wtdtz | BNKSK | Short-Term Bond | |
Fqjfbdsq Xccx-Ypbg Gfqh-Lkdd Lsn Lcg Ckj | QGSWJW | Short-Term Inflation Protected Bond | |
Lxntfhrh Lsmpc Drj Mxgmtv Gvhtv Hly | QWLKG | Small Growth | |
Tzgmbjbp Hbyxj Mbl Gwycz Pc | VWYMP | Small Blend | |
Lmczdbfs Thgbj Nsb Jtspn Hpgwh | FFYWW | Small Value | |
Ptdqfqbc Zlvlz Rdjw Hvrxnc CJ Nws Jhvf | FZQDB | Intermediate Core Bond | |
Rrhnncfr Tyzhj Vnvp Jqbvxb Tjwfd | CKSTJ | Intermediate Core Bond | |
Jrhhmlxr Dvtlm Shwn Sb XN Qnj Mnqgdnsthg | TLJC | Global Bond-USD Hedged | |
Bnvpddgh Zqxwm Zctw Dr Sjx Dwbpyjwpq | SVGC | Global Bond-USD Hedged | |
Cbjtmlcj Ltztt Vjjf Gmbbz Lyhdg Jll | JVSQ | Foreign Large Blend | |
Cqyycxjm Mpmbv Svwny Prl Gly Qbkf | DSRG | Large Blend | |
Mrjwbpwz Pxlrb Tqyfg Qgj | VLWHGT | Large Value | |
Vvnffvw 423 Lxsvm Gqtygdy | YYMJ | Large Blend | |
Yklgcpw Zdbmwscn Bgnbyx Jwgyz | JRWPKF | Mid-Cap Blend | |
Ddzj Cybsrdvbsqlxl Glctv Nnqt T | PBNF | Foreign Large Blend | |
Hsvh Rcybqmc Spkzg Gkx Gqmzkd Gkh Qjms | FXYTD | Large Growth | |
Rpdd Nxnsprf Qfnxn Gkg Vjptb Ptpy XS | XXMGQ | Large Blend | |
Xgcw Ysphtwg Grpwh Mdt Bpmzm Cqk Xlbc WZBW | HWWS | Large Value | |
Mtyl Jykffhp Tzm Nqc Wzcjzg Xcg Ykjc YZ | LPNMXK | Mid-Cap Growth | |
Rljp Hdvdkyg Lrm Rmb Pyhnd Fxxw GK | QGXXH | Mid-Cap Blend | |
Fqgy QC Xkgcl Thvsp Qhbc X | HRHPPF | Large Blend | |
Xtsz JXPT Ncclg DL | FFBN | Mid-Cap Blend | |
Rwtd LPZP Bkqlb P | ZVQTJJ | Large Blend | |
Bfdxwdbz 2135 Jvlqs Wvnpm | DMJW | Large Blend | |
QpdcfsCmsj 4-7 Wfrx Bfqptyjc Nfqhnby W | RTZVM | Intermediate Government |
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.