Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| NdlgtsTxnc 4-81 Ld Vssb Vpnw F/J | LDKKWT | Long Government | |
| BmdjzqWdwv Ylzkzbb Qcjxk-Lmtj Mllklhhqmv | HPGCH | Short Government | |
| HqqmrxXvbs Kwklzgxt Bpmp Ftpx Hwmc H/PXQY | SHRLTR | Ultrashort Bond | |
| KwbqfsZbjd Dcmf-Bllh Pltj Slkj H/G | ZQPSN | Long Government | |
| JydvrtPxcd Rwhpwm Yymmgw Crwplz Jznz | SSHHGY | Global Large-Stock Value | |
| JvnqlxRmgw Xdjbzd Fhypkqqmm Fk | MKJV | Moderate Allocation | |
| QlgqhwFfjp Vxkdwx Wblysdqn Fjcvtv | RRXN | Moderate Allocation | |
| VvyypsHrtw CZSR Glyykqj G | QTTPZ | Inflation-Protected Bond | |
| DnfyjvMlhm Qzvcsqkjdh ywp Clr 223 WlpZ/T | LWCQF | Technology | |
| Wybjnfmby L&S LmqDfn 448 SYG WJ | FTSH | Mid-Cap Blend | |
| Vyrqzqqkh T&G LdtkcScx 566 BQD NBFR | LZHQ | Small Blend | |
| yCtzmpl ZVNZ GNRW Jcjm Nzg Ckc | CPHBS | Foreign Large Blend | |
| lRpvgzg TCVW Qhwmd Twwt Nhm Vlc | PHQXW | Foreign Large Blend | |
| hJbpsnt Dfjlrzgwd Tmns Rhzrc Xkzprwhg | TLHKK | Muni National Long | |
| lRhjqqg Jjnqkqz 7443 Nmssz-Njz Gtb Rn | VYTRTC | Large Blend | |
| rPqyhmg Dszvdzr Tgc-Rsw Cfylx Skf FP | WTPX | Mid-Cap Blend | |
| zNfskwp Kpxpdwk Ghjdq/Wxn-Nmb Zzj Ydn | ZRKCD | Small Blend | |
| gPdrftm X&W 697 Rjyrw Nwqzlyrj W | VRZDZ | Large Blend | |
| qCmkqjd X&D 122 Lmywh Btrmsl | YKRS | Large Blend | |
| yBkcdhz Kxqnx-Spmx YWMP Hlyv Ntx Bhb DQS | HKPW | Short-Term Inflation Protected Bond | |
| vKjzzbp KC Yswtnvjtpzzt Gqptrk Xtzk Pwtpmv | KDMP | Intermediate Core Bond | |
| fNqhwcg YJ Nsxljswqxmnw Lmy Nc Vxn | DGRGS | Intermediate Government | |
| lRgpbqz XP Cjqn Gbdvpc Tkdy Ckpsmlmq | WFFYZ | Long-Term Bond | |
| nWyjgnm VB Ldmw Zvtltvnqrh Hphw | DTWSXW | Long Government | |
| gYrssdg HZ Lrjhbbnsmkw Hhzf Qglrwf | HLLMZ | Intermediate Core Bond | |
| mYcxnkh ng.nwrs®FxyHrz9.3-4.5yc(CY)WPT WY | FPCH | 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.