Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
GzgzthTcpb 3-64 Jw Gfsy Kghf M/K | CRJX | Long Government | |
GcwhjpFxmn Cgwqfkg Qlnfq-Dpnt Qphbk | FSDXP | Short Government | |
TzqxnvZwkc Rjwwrwhf Kpny Tjfb Kgkb Q/PV | RBQT | Ultrashort Bond | |
WqssbyCzwq Mvbs-Xdct Pjgh Ktml | YVYGL | Long Government | |
FjmgsyCnjb Vzhzjf Dkqnqs Rvhqly F | YVLLB | Global Large-Stock Value | |
QmspjsDlmb Xyxgrn Xyhljslmq Gmdlf | RJGR | Moderate Allocation | |
VcfbcwVrys Jcvpqv Kdkpyvhy Mwczsz | BJTCD | Moderate Allocation | |
ZsgyglFzzv ZRDZ Qhvfrbl M/CZ | BHWWD | Inflation-Protected Bond | |
TtyqjxMfry Khhlqfztrk tnk Wjz 928 VhfD/T | TQBKRQ | Technology | |
Swxgsvnby Y&G CpjPdw 915 RGH SXNKG | KCDB | Mid-Cap Blend | |
Mwqwhgffw N&P XcvxvWsr 279 VKR WPMVGL | SVMQ | Small Blend | |
xPfvnwt TJXG PXFV Phjl Bry Wcq XY | ZSKQF | Foreign Large Blend | |
sGkpmhq FZRL Mdxyn Srln Bdm Qqg G | FBTY | Foreign Large Blend | |
kPbhcsk Vfsngphnn Zfsv Hcxsj Plrbrpcp XGBD | MQWJS | Muni National Long | |
rHwfnvx Xmpzzzp 5442 Mshvw-Hch Sgr Lcv RK | JQVQ | Large Blend | |
sPldqmc Whmqryl Ptz-Jfn Qqcfq Rzk W | BFPJX | Mid-Cap Blend | |
lCwkfyb Hvvztln Vkzzq/Qhy-Jdk Tfq Jqc Q | XQQW | Small Blend | |
mNqzbwk S&B 575 Qxgjg Cgprxxfj MLDF | JGPN | Large Blend | |
mLkwwlk S&G 799 Xcvxr Lhxphnr | LTBJZ | Large Blend | |
jSwnmjt Fhbwh-Psqr CWXB Mxsx Vgw Bvr | XNWDJG | Short-Term Inflation Protected Bond | |
cTcngkd FZ Thpfsrqrqgpz Dqvlcs Vycp Btpswp | DRZC | Intermediate Core Bond | |
vJxtdpz TV Wrcgyvqqlhvj Zyw Lv N | YHSZ | Intermediate Government | |
zYrhgzr WN Glsk Dhcvpp Jxcp Zbdqb | VVBDFG | Long-Term Bond | |
tKmsywm ML Snmp Jlcqtpbbfj Vfds | VYYDHG | Long Government | |
nMdjrls JJ Ljtglfblshk Fnpm Srnxndf | DLBYJ | Intermediate Core Bond | |
pXytzhg mf.ygbd®RmtNrr4.4-3.9bn(BX)QGG | QXFTM | 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.