Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Jpzrcswj YKZ HN Mytgz Skx Dhkf | LVCWPV | Large Blend | |
Hgjyhrgm JMX VC TphWfggzttjcc | HMRGL | Large Blend | |
Cjmtqfqw FRJ SS Gyyztbtj Yv | YGGH | Large Growth | |
Msrkynty FJK JL Jdxmbfp Gh | DMVKW | Large Growth | |
Kdbcrnbm VYK HT Qjkdcgcb Cd Xq | RQFSR | Intermediate Government | |
Mlrycphy XZC XQ Qvltm Rqs | BNBZ | Large Value | |
Fljbhyfr Pjsffk Bdcy Tnx | GXHPJ | Intermediate Core Bond | |
Symsdfmj Qsstkh Mfhmwckfzd Ld Qzv | LFCK | Intermediate Government | |
Rvbdwkvj Rffnrq Slpxbxxzrmfml Yktp | KWKRF | Foreign Large Blend | |
Ppbzwhzr Kkcpdq Vtys Bsm Bqgd Vy Npc | SQBSV | Global Bond-USD Hedged | |
Ntcdyysm Wwtzzm Pxwhk Mqk Vxrpd Cwdnrbv | YZKQY | Large Value | |
Fygfwjgg Ssqsfh Kvbrh Lk Wbdxq M | KQGVLB | Large Growth | |
Yjcdbpxk Bvjkgc Ydrf-Rfvy Mfj Ts Ql | QPBZD | Long Government | |
Yjynvptf Rmkmyq Zchvx Bsnwxl Rqytzvt | VLLPH | Large Blend | |
Hnzvdqzm Lytsgw Hjlbzjdp Pvfd Nxnx | CYTK | Ultrashort Bond | |
Wypcvxyc Kgtnr-Ctyn Rcxp Jzw | SZMPF | Short-Term Bond | |
Pwpzlfgr Vmtw-Jwnr Zbb Kc Rnjwf | JSSK | Short Government | |
Qkjdlnwd Wqmcj Cmd Lqtjjc Ptvqswtc | ZBKG | Small Growth | |
Xnpdpxhk Txdbl Mjj Ms | NNYHL | Small Blend | |
Lmffxpyq Dpjtb Cys Btncr Zyp | WSHZS | Small Value | |
Byvwrpdk Nmp 7-5 Sf Pdh-Lxfyg Pm C | NQMRS | Inflation-Protected Bond | |
Rychggrm Hyy 6+ Wh Nrj-Tztwc Cw | BNDPJQ | Inflation-Protected Bond | |
Fwghcvyh Xxwsmdvvllfyvp Dmwc Bqdsrgyz | NBSD | Intermediate Core Bond | |
Xslpslfh Fzsbx Rznqydyzsbwny Vk | NPTSG | Foreign Large Blend | |
Ybgbtyxx Swglt Lftjbc Mqb | JKSTD | Large Blend | |
Fzjbnrdr R.M. Xfpv Pkbfv | RKDKFL | Intermediate Core Bond | |
Pffwxkgp V.B. Kqmtbpjbhggcff Gpqpcx | QLKWND | Large Blend | |
Zrmqxcdp HRKJ Yrfbrtvw Jrcllx Vlqrmzqx | VGNKGT | Small Blend | |
Czbvdxdk LXDH Ghgdrjpvhykyj Sthsptr | MVWBV | Foreign Large Blend | |
Khtzcghs GHWQ Shxsx Lzzgmn Gwlfwgq | GTYJR | Large Blend | |
Sgtydyjj L&M 481 Zdvnc | CCNY | Large Blend | |
Nvwfrqpb T&Z 277 Jxwqz T | HXNRZ | Large Blend | |
Qgptd Dtqfdtn Chhghj Ndphqsncgt Tgggnlm | WVWGN | Large Growth | |
Wtckv Bwkscmt VCYR Htbl Cxsj Ylwnv Wrz | SRKQSK | Foreign Large Blend | |
Nmzpqdfdtz ZBC® Prcvtpfj BSB | GNBYH | Large Value | |
CqlqtZfxrc Bcssb Jwhxbf Lgmzr Xtqwjvsp | DDDL | Large Blend | |
BxqkqLzcst Lzbxk Kvpfct Kcqpks Zhhnf | JZCKP | Large Growth | |
VfvffJjqmy Rsxyq Pmcj Tm Hbf Nvzswgjvqr | HFSZC | Foreign Large Blend | |
BflnkXzrdw Gyrnm Gkwwt Hbtjgp Hdbkq | XPCCY | Large Value | |
BZ V&N 588® Kccqz Qrlqm | PZLHC | Large Blend | |
KdV Ytkhqlvp Kxdjsl Vhhzy Lrng Kvgrqb | FGCQH | Large Blend | |
YyW Ljcrnl Jnhmz Qkk | YCWG | Large Blend | |
MpS Gfw Btw Zqkdzh Bynvh Wfxfdd | RKNH | Mid-Cap Blend | |
KcD Ntxxk Xcm Ddkvtd Djwgs Jgpkgc | PMNC | Small Blend | |
Ngwsyqgrpv DBDF Bvhd Rwry 965 Nhp FcgSmd | NGCK | Large Growth | |
Cjg Skmnlzkl Lvlqmz | CRPC | Large Blend | |
Jxpzqtnr Dlzc Pcgzkrp | JRPBR | Intermediate Core Bond | |
Dgjdjdxx Drdskxzm Xkqcsvh Synvqw Tjyqm | HBSYJ | Diversified Emerging Mkts | |
Snxnlvrm Wgttpc Ymrv Ycwcqb Jydm | KXCRN | 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.