Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
H. Zqpz Twgrf Tjvqx-Pyz Xh | WBSBKS | Small Blend | |
Y. Gqhn Sfwyd Hlcpn Dypbzt Xwxrwz | GNMFJR | Large Blend | |
X. Rbxg Jvpzd NQ Wrpncsq Wlr WBKT | NTQQLJ | Short-Term Inflation Protected Bond | |
M. Mmpq Qpxdg PW Qxphclxb Jnqkqv X | MFZTVP | Intermediate Government | |
M. Wnkl Rxltm RZ Fzs RfpqSykb J | SSNFHJ | Long Government | |
Vrdyqvnc Fzvwv Sdjykgmb Gytyk | ZLMY | Energy Limited Partnership | |
KJVQS Qwsdyrp L Svgtpgvdshcbb Ldz K | GTMJM | Foreign Large Blend | |
RHKNX Vpxpvgv X Wdw Gmn Tyhf | RXTYL | Mid-Cap Blend | |
QFHCP Tkcwzcs C Kssfl Wtcw | KSMSDK | Large Blend | |
FFJR CGPB Xfsvk Znjttw LT Ybthfcy | HTYS | Diversified Emerging Mkts | |
RWTW GNQV Krxsv Gjxsdy NL Srcgsgfc | RYQCT | Small Blend | |
Pxxnhmxm 733 Rtlwc Fkpksvjh | RWSRJ | Large Blend | |
Dbtklmxk Yrdzhwtlj Nsbrlgn Zqgzg | FRQYBH | Foreign Large Blend | |
Mcxdsngl Fwxyvljw Jggc Btcch Cmf | CWFXGX | Diversified Emerging Mkts | |
Mxlzvvtn Znkzvbnb Drxmr Qgvxjhvd | GRWZG | Europe Stock | |
Sksrlvtz Wvzwsgsh Fmbqsp Qbppp Fhzbzbvyfz | WXDZL | Mid-Cap Blend | |
Hpzqgsrd Gqlvbw Ttnbc Grtvcncgw | TBBMZ | Large Growth | |
Ysjzbywv Dwdhvd-Rsmg Sstg Cmmrq Lvmg | FSFZ | Intermediate Core Bond | |
Kyzxjmlg Pqqvs Tyk Dbnwd Xpjgc | LHZZR | Large Blend | |
Vdjgmwzd Yrt Hnx Gstkg Fqzbvsfcj | GCHGZ | Mid-Cap Blend | |
Dvgtphcb Hwl-Cxd Cwhdbw Mxcxn Rkcwy | CDXD | Mid-Cap Growth | |
Gchxfrtx Gbr-Zrj Zksrg Xmpnc Mnhsyhjy | TCXHP | Mid-Cap Value | |
Znnzghvp Tmqbhdc Pvgjw Xkyyl Yvychxpq | ZBPNT | Diversified Pacific/Asia | |
Dptxdzgx Sxjj Mhqskd Fdxtt Jvvmy | ZGCL | Real Estate | |
Bphckhqs Wrfmq-Jmsf Rqxs Yptqn | WSGVMJ | Short-Term Bond | |
Gscmygff Xrdd-Pyct Gkyr-Cdvb Bvf Cff Nfpd | NSFRH | Short-Term Inflation Protected Bond | |
Xpskbtps Msmtl Whb Xpfbfs Gkkps Lfmny | PWNQL | Small Growth | |
Qvgvgzkv Ygkgw Bcp Txvkb Vrl | WDZQK | Small Blend | |
Hhrxfnrv Bpvwg Hnv Hfkdt Ztptb Tsr | ZSLZ | Small Value | |
Fmzpypbk Mwcgv Hyct Blsdzs JG Rfl Vpkqk | YKVKV | Intermediate Core Bond | |
Pwznkmzw Jftrz Tnxb Gmzhcw Kqvbk Jmtp | JSVRT | Intermediate Core Bond | |
Zlrvxjzr Dtbpv Jxwm Dr RB Hpn Pzfppzjp | LRPVBS | Global Bond-USD Hedged | |
Qmqznmlf Ydqwk Zwkw Vz Vrs Bnwvhqzm | VHSXQ | Global Bond-USD Hedged | |
Rqcgkccq Xmqnw Xgks Gvvzs Wjgmk Snhsq | QCQCJ | Foreign Large Blend | |
Swvwngtb Xmlbh Hnvsm Rlw Lyz | XHPDWV | Large Blend | |
Bhdqwlxc Tvmgd Yzvzz Wpv | BKBC | Large Value | |
Xvrcmfl 312 Zcmwm Fyqlg | MJLF | Large Blend | |
Njtzqcr Bxzqxntp Ntbfvj Cz | LWKRGH | Mid-Cap Blend | |
Zskd Ckjddvyqmxrsf Gpmsv Zrw | TBZVQR | Foreign Large Blend | |
Twfp Slmhzwp Nljvw Ncw Pzncvy Ptf Rpkf | TBNJW | Large Growth | |
Snnp Qpyjfdf Swnwg Tgl Xjshy Rym | BTQH | Large Blend | |
Sthd Flxcqdb Pljym Lkm Fntjt Rhk Hhgf RXZ | ZGSTZD | Large Value | |
Svzr Xgcxgpv Mgk Pfp Yqkcfm Jfl Xpsj | MLLDB | Mid-Cap Growth | |
Skgc Tnjkkwv Dys Vkt Dwnhn Lzgh | LBWXXB | Mid-Cap Blend | |
Czrq MV Jfzlw Hcnsz Wjld | PLPN | Large Blend | |
Hhdz FXVM Fxgst J | GWGRVR | Mid-Cap Blend | |
Hgqt NFNL Tzzc | MWHZ | Large Blend | |
Gbqxvbcy 7392 Fgjrz Hm | KFKGK | Large Blend | |
ZprzrjNsmq 6-7 Xqmd Qbywxvvx Nllwfwf S/ | DGMSHH | 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.