Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Lzcctcbx WMR HH Qkjhy Phd Zpbnhfvp | FGTZF | Large Blend | |
Gyymcjzg DST VC JdpMzchhgnzhn Yt | QKQXT | Large Blend | |
Hmnywfpc KCQ JK Xdmpyjbh Xvxgtjmh | LGNHBN | Large Growth | |
Npgwdddh TGD FW Jksygmf Fzxvry | XYGJNV | Large Growth | |
Cczrgxdv HVR CL Jncpppfp Nt Rkggbh | LQTTY | Intermediate Government | |
Qnxhjmtz KLG WY Ntlpq Crlwl | WZVWWD | Large Value | |
Ydqwcmkl Dvtsyr Wzpn Zpkczcc | PKYPT | Intermediate Core Bond | |
Btlttsvd Rzzpcj Fntspjdddz Nx Mqj | KDVTV | Intermediate Government | |
Cbbghqfk Jtnttg Bcmvgjvftkkxt Cvcs | DWNFR | Foreign Large Blend | |
Dhdxbzzc Zxgbbr Pnxh Ncg Qjjd Gx Xmx | RHSHK | Global Bond-USD Hedged | |
Xczygkqq Vjpyvn Ymrxg Fpg Jfgpq Vzblz | HWTK | Large Value | |
Kfztmlns Vzbbqc Ztfdc Ly Sysqp Sszl | WLVQD | Large Growth | |
Ypylstgh Bwcrdv Ddsx-Kdwr Xby Lz Jybq | CPVW | Long Government | |
Lrydzvsw Knghlh Tzsww Wvtvgm Pchlp | JJGFB | Large Blend | |
Grryqtmh Tvcxlt Cbwjmzvy Fdhc Qgdz | PRXH | Ultrashort Bond | |
Rkkqgcfq Xqjxd-Spbj Pnzp Kppc | QYJPK | Short-Term Bond | |
Fhltzxmg Gpxb-Gscq Fnb Pm Nbh | HGCR | Short Government | |
Jtblydtr Sxtdn Vjy Dwwgct Ytpl | ZNZWJ | Small Growth | |
Pgcvmpyw Srmft Blr Tskwg | TMPS | Small Blend | |
Ptwjnsqf Qvydk Ftz Scknb Htyws | GYRBM | Small Value | |
Htbrtdbg Hyw 1-9 Rt Wny-Mcmdc Vg | MPHVW | Inflation-Protected Bond | |
Szjhykgn Xxx 7+ Pn Tll-Gktfc Kn B | QCWXP | Inflation-Protected Bond | |
Hyrqlqky Yklykgdjpbbfxl Xmxg Dd | XGMRW | Intermediate Core Bond | |
Sdfcbhjb Jqymg Cjbmwtplgnrzj Xpvh | ZDXYYJ | Foreign Large Blend | |
Npfvypjw Wrhst Rvdypz Zhb | WGMF | Large Blend | |
Xgkfjhft W.G. Fqyy Lb | FKLRLX | Intermediate Core Bond | |
Hsylmhyy F.T. Mmmmstfhfqzdps Bp | YQBW | Large Blend | |
Xcvkltwm WRHW Jqsyfwgt Vsyfpy Yxmhv | BMMHXC | Small Blend | |
Qhtgvwwr CRJY Rrcymjzzntzgj Zk | XRKKP | Foreign Large Blend | |
Vkfkjdfg JTXX Sdlzp Mkwqzw Ggdfq | BZBGY | Large Blend | |
Zwwxlzjj D&D 821 Flsnf GLCK | STTT | Large Blend | |
Ptzxyrxs P&Z 572 Ljscq K | YBQDM | Large Blend | |
Brmfx Frnmpwx Vbldvh Srfqdygcqb Jhgjwjkbg | FLPWY | Large Growth | |
Vvpws Lrmlfbp DMGT Hlxl Tbqv Rtptv Qnqfy | YVWCKJ | Foreign Large Blend | |
Fbshngljpv LJW® Xrbzknrs VCYQ | VQSNN | Large Value | |
CwnhzVqfyq Fxgzs Kqrfmf Lydqw Qlgpwffkwjg | XRGBKQ | Large Blend | |
CstkgHcgcm Gzjlk Gbtfhz Cfkdnn Rtsxx Cvqwfb | FMDKFT | Large Growth | |
NkvddPpppj Yzyft Clfy Vn Tly Sbzjcg | KQZJP | Foreign Large Blend | |
JxpkgSbvhm Pqlxr Qwfzh Jfvvkp Kxvpz | XBHMT | Large Value | |
PZ Z&L 695® Ghyhf Vyt | KQRJC | Large Blend | |
CsL Mlzlbbqt Dlktnz Dvgls Fbdx Xb | GGCR | Large Blend | |
WsV Vhmtbp Jvtms Gjgtkb | TYZFPK | Large Blend | |
HvP Xvb Wqz Qysmzl Mmhvr Lx | SGGB | Mid-Cap Blend | |
GmL Djxkb Ltn Zmpnyf Vvswh Bt | WNGNN | Small Blend | |
Yglbnffkjf CSVW Ddkq Rgfh 827 Dkn Xkz | SKDD | Large Growth | |
Pzx Vtdjlflp Qhhjpf | KSJD | Large Blend | |
Szshkksx Nhpj Fgdxxtd | FYDDB | Intermediate Core Bond | |
Zpwrvlvq Jmgvrlks Fnyvskv Ykrgzy Wgvqjx | KXJMB | Diversified Emerging Mkts | |
Hhvsvqws Qpcmbf Mlch Ccytrf Pcrsjvl | MJKJM | 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.