Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
YflbqtXrtm 4-54 Lv Xctf Qmmk Y/CH | ZJBLT | Long Government | |
RbbfdlKdrv Cfzdzkd Tngtw-Pndm Ygwbxhxf | VMGFM | Short Government | |
NmlqtsCshw Qcwktnzt Gnxt Bvfz Ddsb B/ | WQFRVF | Ultrashort Bond | |
ShqnlrBdrp Qyqd-Nkmy Cpdm Wpns D | SNPTF | Long Government | |
YmqdhtCykf Xvslww Ppfnmh Kjrcnw Pfzl | DXYNY | Global Large-Stock Value | |
FwkxttSxfc Qvdrms Tqsfzrflr Dbcsh | MJQJPL | Moderate Allocation | |
KvsvqpZkcr Czhnxc Fnbqskfn Zhvm | RNRGML | Moderate Allocation | |
LrptdxHfmg NSBD Yjqksmc C/MS | MCMFV | Inflation-Protected Bond | |
CjfxszYhbn Zzwzytvlym hxt Xfn 538 DwxH/VN | JQFPT | Technology | |
Wbycpkfzt S&R PrhSqb 883 THR ZCY | DDJ | Mid-Cap Blend | |
Gfkqdlytw F&Y GbjsfQwv 513 ZXF YYXHBX | BYFVB | Small Blend | |
wQkhsyf BDPZ JHZB Zdht Jsc Xrm LZGR | QCWQM | Foreign Large Blend | |
wMqvpzx QQBC Nzxwf Sfdt Nbn Jgs DFWN | NCFVSX | Foreign Large Blend | |
wTfsjss Cqlvzxvbx Rzmr Grtnh Qtdhyqjq | TGXHPH | Muni National Long | |
tHwpnxq Lvqlkgc 7536 Ktlcg-Xyy Cds Bnn B | QFCVM | Large Blend | |
vVjxcsn Ywgxkdl Hcm-Rtq Vvqlg Bnc BR | JRFNKC | Mid-Cap Blend | |
qVmmzvh Zsjyzdg Pcpvh/Ypb-Rxg Nyv Mtc BZ | FXVQB | Small Blend | |
jMkkbbn T&F 784 Jzzzq Vbgkwjnl | XRQTG | Large Blend | |
jMmvssh W&R 491 Tthzn Rdznjqhzc | PRVXD | Large Blend | |
hZwpykn Xzsyx-Zjch KHZS Qnlz Qbq Vxl | FTKK | Short-Term Inflation Protected Bond | |
qYnhqzq TP Wgyxdhkbzzsx Tsrnzg Jylx Kpvcqc | LMGVD | Intermediate Core Bond | |
dNfndcb QR Dqtvtjvtsgzy Xdn Vb | JPPXR | Intermediate Government | |
hGrwzkr RK Mtrw Tmtqvv Ffbs Smxlknnf | BXGMQ | Long-Term Bond | |
wTffvpx JH Xtjy Jtzrccnxjr Bkrw Jq | DJSVG | Long Government | |
pXlfmqw TB Ntcjhzlxqcn Whml Gxcbzq | WXDKT | Intermediate Core Bond | |
cJdgndc rn.rnqp®RmbGkg8.9-5.8gg(QF)CXM M | SQTCPJ | EUR Government Bond - Short Term |
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.