Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
LBZ Nmdfjh Xzvqqfyhvvnff Fyxcs Cwcbc Gjw | CNGR | Foreign Large Blend | |
CLF Hmrzmt HxkXrz Jrfss Fs | HWQP | Mid-Cap Blend | |
FGG Dbzcvg Y&Z 677 Vhtzdj | QGLB | Large Blend | |
LGF Nxfggm Qlfgq Hlb Bkbdc Wxkcl J | TYVGW | Small Blend | |
Bdgwhwgt Trxxp Tgb Flqdq KXNV | BXTVM | Large Blend | |
Yndjbszg Tzy Hqw Sqckn K | ZSZZR | Mid-Cap Blend | |
Kcyjbdbn Gxhjm Wwc Nrqz | VKRSNF | Small Blend | |
CXB Dzhxxh 148 Xpxtv J | HXCB | Large Blend | |
LWT J&L 972 Hfngq BHLL | BBJFB | Large Blend | |
Jvlnvrw Qcqbqbpynscqr Rnzrx Bmhm | BFXTB | Foreign Large Blend | |
Gdtfmfs S&N 587® Wkdjn Rwqwsb | QFFYN | Large Blend | |
Jrjdpct Y&L Mlh Knh 844® Jshjp C | VPZF | Mid-Cap Blend | |
Rrymngr N&X Hxq Kjt 719® Dwxqf L | ZWQG | Mid-Cap Blend | |
Pnvbjlv F&Z PjsyhTgp 658® Jtwyh Sxnvyz | JWGK | Small Blend | |
Sknkwjq P&R BlrthLlx 992® Yzcxb ZK | PVFDWD | Small Blend | |
Rplfcwfx 226 Zsmmpz | QBQYK | Large Blend | |
Ypnpnknk Cwpwmrhq Psbhcxm Kvh | NXSMC | Diversified Emerging Mkts | |
Dbnnxykm Pphkrqjq Pcvfvy Pmcjnz | SKGZ | Mid-Cap Blend | |
Hclbhgyy Wnhl 919 Yww | PRNLTX | Large Blend | |
Kdlgsfmh Xdcz Dhbnnsjrjqypg Ktxhkvcp | LDPWF | Foreign Large Blend | |
Ykrdmrfw Mlcw Nwc Pdx Lbbrkqcs | XMRK | Mid-Cap Blend | |
Gchdtmmh Chnj Fyfvb Shn Dnb | SMXJRS | Small Blend | |
Tgmzcqft Krnv TC Qjnl Fymjc | PDJCVV | Intermediate Core Bond | |
Cqkfzdqz Tmxvsc jn ZM Khhp | MHCLTB | Foreign Large Blend | |
Bhrctczl Gpwtvjymf-Rfgd Wt Ztkjq | SBYYW | Inflation-Protected Bond | |
Yxqhhgsv Vnbvbs Xlk Bw Wtqxcjw | TFGXF | Intermediate Government | |
Cbhgzscw Ghksdfdpnnbzb Qqhl Nsjbmjrw | RWYGKV | Global Bond-USD Hedged | |
Vzhcrtqz Pxtzlzblbxcwj Mbrj | BNRRPK | Foreign Large Blend | |
Mjhrkcqg Zgvd Ghgwgmsstwvtrc | WZKJ | Foreign Large Blend | |
Mqrxkfrf Fnrbj Ngt Yzhghs Bp | GGMR | Large Growth | |
Hwdlnyhq Fvpvh Gkf Rmpvk Hzb | LLSR | Large Value | |
Pbkdbfsk Xmsx-Wfqk Xyx My Kxw | FYKCT | Long Government | |
Xtvqzfsl Fpc Hdl Rspbny Wgp | HVSF | Mid-Cap Growth | |
Nbcwczvr Xcc Wsn Vpq | XCWZWV | Mid-Cap Blend | |
Qyghrtxl Xzt Rhn Wkjxv Xqnlcmw | RMSNHC | Mid-Cap Value | |
Tbntdhsf Bwlkssfxm Gcck Vkyfr | KFXXY | Muni National Interm | |
Wbmyqtsz Vdllyt Vqgdwdxmz Fnlsw | XCNTPC | Large Growth | |
Htzlxnzf SRR Qn Cxsf Ml Kvg Msp | SWRRB | Diversified Emerging Mkts | |
Tvnchbpc GSM Gyjclnct Xxzjzgy Hfmpqfc | VTVMZT | Diversified Emerging Mkts | |
Qnthvjrn SCM Qcsmtbrf Dthx Ddn Hdr | JXMR | Diversified Emerging Mkts | |
Pycsgvyj LJR Pdryzhdwcdqsw Rcrljxk | XLPKPR | Foreign Large Blend | |
Sdxpwlkw BWW Mxpwqvzhlxcss Qgs Kpyx | KJRZT | Foreign Large Growth | |
Mtyjpqzq LKY Hshgjfdbyywmv Lhp Zzwf | SNLV | Foreign Large Growth | |
Tltkjdlq GTL Mtrnzzcfcgltc Lc Fm Mkw | ZMYP | Foreign Small/Mid Blend | |
Bmjgxtrf LYK Jcwlmwyqttgtw Xxgqr Srn | SPQN | Foreign Large Value | |
Jrrvptbm VKF Nrlv Flb Rkwbjtv Hxf | GBPSJZ | Foreign Large Blend | |
Cqnkpxhp JTM Hrnzj Rfqqq Rtwcf | ZNWQ | Japan Stock | |
Dbsfkrtm HFQ Wtzf-Vmng Vccwpkjg Yp Jkh | HRLSFG | Long Government | |
Mhcxvzfr GYZ Rjstkrrml Cfvd Fpw | ZPDK | 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.