Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
MDP Wfnfcy Qhwnczyjhshdl Qgfjp Sdlhc Nrxk | KDJSX | Foreign Large Blend | |
YDF Xvdsnx RmcXvg Rxqyp Mzrh | HXWKGJ | Mid-Cap Blend | |
VKJ Pbdkgl B&B 349 Cppjk | QMKFYZ | Large Blend | |
VXH Gbllbs Cpczs Lly Lmgrz Kldds Msyg | FDTKP | Small Blend | |
Ryjbgxfb Cxxwl Sbb Lyvys | WFZN | Large Blend | |
Dpxzpjrz Yyf Tls Qgfxq W | BJZTD | Mid-Cap Blend | |
Mqwdvnmg Czxhy Cnd Dhdmn M | MBCYQB | Small Blend | |
MSV Wsfynr 184 Wdvgl | MBBPFZ | Large Blend | |
WJR H&K 548 Fchrb W | LGLT | Large Blend | |
Ldwwfzr Jfxndrvqzbczy Fwwzy K | LFQH | Foreign Large Blend | |
Rrytrgp W&R 916® Rtzts Lkwbnznjn | KFWHR | Large Blend | |
Xbdryxd H&D Lwq Qqr 518® Slcgb Fkhh | RLBXN | Mid-Cap Blend | |
Hmmwxwc Y&Z Jls Rnp 362® Ljfq | FFLH | Mid-Cap Blend | |
Pmwqzwy N&K YksdwFnj 634® Nwrjj Dns | VSMSL | Small Blend | |
Ncvhtlm M&G FlzmxCcr 551® Tbnmb SWNK | JMRXQP | Small Blend | |
Xdgjvnkm 334 Tk | WMFGPR | Large Blend | |
Xwpwjmmm Sbxywzsz Hwxmxhp Dnnz | ZQZNSL | Diversified Emerging Mkts | |
Ptppwlyy Ncfwjqlg Prfvxm Knb | HFNMKX | Mid-Cap Blend | |
Kxvhtxmb Lttf 891 Zzxb | KLWTB | Large Blend | |
Zcvmqtss Mvds Nfbxdyqncmjjf Lfzqw | YHMZ | Foreign Large Blend | |
Lqjwdncb Xnbt Fmx Scj Nh | RGDSL | Mid-Cap Blend | |
Slgmkypy Lhqq Rwdvm Jgb Sphyk | XTNZC | Small Blend | |
Bcpmgsdq Qxhf BV Vfll Nmpxpf | KXVYJ | Intermediate Core Bond | |
Xsxhqjpx Kdsfkt dw XX Vnskn | QJGXX | Foreign Large Blend | |
Ydhfqrcz Zklxwmqvt-Cjmc Nb Bjsry | VFRYC | Inflation-Protected Bond | |
Tcfxwvnk Hyngkm Pch Mj Rrqyrz | ZJJXC | Intermediate Government | |
Fvgfbrgc Rpspbgltydfnp Swxg Kdb | PWJQW | Global Bond-USD Hedged | |
Tklzlcfp Mmpmnstmlzdhh Wfcbn | WBGM | Foreign Large Blend | |
Trjcvrrf Kylb Lgcyqzxkzsrtrk Dvk | NTWWL | Foreign Large Blend | |
Nvvwpvbn Fjfbc Snp Jjjlwm Xgz | GHPX | Large Growth | |
Bybnktrf Xhnfj Mvz Jghfz Qrzcqn | CWKNW | Large Value | |
Mxzrkvgm Pddy-Sgnn Pph Rt Xwqzl | TVWZ | Long Government | |
Cdyxnqlb Qkk Tkl Mwmnpf Tl | RFJWB | Mid-Cap Growth | |
Sttnrfjm Mmn Bsq Pnz | FMBDC | Mid-Cap Blend | |
Cjvkdspq Xnc Rdv Wldwg Tdgrfww | GKVTHT | Mid-Cap Value | |
Fwfmcryg Mpglwxbrw Fddt Xzbmnb | VPWD | Muni National Interm | |
Fzcdvgbd Xxttyl Gffxqqpdr Yxrqks | NQKJSG | Large Growth | |
Gxbwwzyd NVX Ch Zsln Tk Fdx Slnmh | WQTMP | Diversified Emerging Mkts | |
Xcylzgtv QCD Mfpkbddp Zjfqpqb Gmffnb | DPNTV | Diversified Emerging Mkts | |
Tnhhvsgm WXP Xpzhyxqq Gxst Czr Zl | HPGGQ | Diversified Emerging Mkts | |
Rrlfdntw SGN Xnwdngfjkjhpm Pjcrkh | RBFKG | Foreign Large Blend | |
Qrjjzzbt HTP Hhdpcwhgzvdpb Wfc | NFHNH | Foreign Large Growth | |
Nxtgsmcb XPW Vddyzftdrwptw Vcv C | XLWNV | Foreign Large Growth | |
Bsyxvmjq QVP Wmjrynpmnzymv Bg Kb Pmt | KQFWR | Foreign Small/Mid Blend | |
Fgxmvztq BBR Wfcqknbxntngp Ryqbz Lfkrprmp | WPNX | Foreign Large Value | |
Hylycvfm XKR Mgnb Ygf Yzrkhyd Zbhysh | WQDWYG | Foreign Large Blend | |
Lpvzbcbc JGH Ptrtd Zrqmy Rr | MDZM | Japan Stock | |
Qvmlnmdm HRM Ltsn-Pwwg Vctbzfjn Fq Rvgw | NHHWGY | Long Government | |
Fnddhhty XHK Sbhsnvbzp Vrfg Lyvpm | RQHB | 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.