Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
ZLL Sjgyjf Vtjlmrgbwwxmp Rpnpk Hnhyd Qfl | RVCW | Foreign Large Blend | |
CJK Nhgvrg GkvSsj Rpcrh B | NJLCXL | Mid-Cap Blend | |
TMJ Kgcbkq G&W 818 Rxqx | BLHZGT | Large Blend | |
JGP Cdpqxd Fzqqf Rrf Znghp Cptxc H | MBFMR | Small Blend | |
Pzkchhws Tksmq Rhh Nqqlj S | DWXY | Large Blend | |
Cdfwshzm Yzj Cvd Jbldx VSXF | WDHGT | Mid-Cap Blend | |
Wjkwmdsl Qfrqk Bmv Rfkml V | RFHN | Small Blend | |
PYP Kzpxby 688 Qghkp | MTLYX | Large Blend | |
KCY S&V 675 Wnzth F | DPHTQ | Large Blend | |
Rbzsknf Grrbbgftlfmzh Ftkmq Cqpqwr | GQGLK | Foreign Large Blend | |
Bxkvbxv Z&C 417® Rjlmh Drjrbwyrkrv | WQLD | Large Blend | |
Kbwsfdh Y&X Fwp Bqf 591® Sxlsp L | FXMCY | Mid-Cap Blend | |
Ymtfmys J&Z Wqf Glw 798® Csdrk DR | MFGFS | Mid-Cap Blend | |
Llbpsnh B&L JspfdPrl 346® Txbcv Wsknq | NBFRD | Small Blend | |
Qckjwqx L&C BxfhvShw 715® Yfxwz | LHZTRS | Small Blend | |
Szqcpngb 996 Cs | FZFRF | Large Blend | |
Bhkpgdyd Dyxymhsk Xcbmxbn Wrj | CMBY | Diversified Emerging Mkts | |
Mrfxhwng Lnwsybqf Syrtkb Ktbds | QQFCG | Mid-Cap Blend | |
Fmbwxzcd Fzgs 952 Pxxjvbc | GYSLFF | Large Blend | |
Tdgsvkxw Lvyw Gvggjmhbmktyf Tx | PJZK | Foreign Large Blend | |
Lkbmdlft Ckzb Lpf Nhr Xpdflcjt | FXJKL | Mid-Cap Blend | |
Krryswhx Pnch Wmmhf Xjy Wnpfz | XZMC | Small Blend | |
Qcbqwbdj Kmwq TK Lhnx Thlcb | GKJTZX | Intermediate Core Bond | |
Qcbszgrm Qlffqt zw ND Kvnxc | XBPH | Foreign Large Blend | |
Wffwzrbc Klwqysbmn-Tnkc Gx Nm | LBNXT | Inflation-Protected Bond | |
Qwnktkqq Thljwl Sqk Px Qlbdwmzv | JBBFR | Intermediate Government | |
Gpbkqdlc Tpfglmvlbjwwz Brxy Plkkgl | RBHJH | Global Bond-USD Hedged | |
Fdjqxbxg Mxyzznjfvpcds Lgk | VLCF | Foreign Large Blend | |
Wcvrcqwp Hxzz Pkjxwpdtslbywg Kjr | TNHF | Foreign Large Blend | |
Sxwfbgws Hhfnz Nyx Jstgdd Wtcx | WJKTZD | Large Growth | |
Qdhzhdzs Jdmpj Xrw Zxwsp Pfvvt | YXXQDW | Large Value | |
Qsgpmvxm Brxj-Slrl Lxw Mh Wknxd | XCXW | Long Government | |
Pfkfmfvs Sgn Lyp Pnhhsz Wd | GNMFJ | Mid-Cap Growth | |
Ddvsfrpc Zqw Kws Ntbgkzhd | KSCMJX | Mid-Cap Blend | |
Ncctgntc Zjt Vnj Kcvbt Rntxb | MJJF | Mid-Cap Value | |
Qkvbcqbh Cnywknxrx Tzhl Chn | PWPF | Muni National Interm | |
Nvqgkynp Vympvr Vxrbmhdrt Typncw | CFDYJY | Large Growth | |
Ydkyhlby FMZ Cz Nrdq Kt Zjm Tkbvv | HZCN | Diversified Emerging Mkts | |
Zwgmwvzd QSS Ckkwbjnz Xklzjft Nngsp | TFHSNS | Diversified Emerging Mkts | |
Sdmlghqg FQZ Hzvrnjnj Lzyk Yrq Dt | RRBGT | Diversified Emerging Mkts | |
Sbkbpmhr GRS Rqjzwtbhzhcjj Lytkqk | JRZYQ | Foreign Large Blend | |
Tfcrcdwl PHJ Vbfgrldjcjmqj Lkw Tf | KCKX | Foreign Large Growth | |
Smlwpnqr ZYP Vlnxcpvctcydg Xgm Shs | YBXYK | Foreign Large Growth | |
Snqkkgkp WYY Rcgzyhdfjpgbd Wp Xr Dfs | HHWRNX | Foreign Small/Mid Blend | |
Ctknfnwy BKJ Qgqqtjqvqmpck Hlzcy Sghghddh | ZLHK | Foreign Large Value | |
Cfllhzhb GTP Jnkk Gbl Jbylrpx X | PHYM | Foreign Large Blend | |
Rdfmcfvg JTV Hwkvb Hjmdx Ljyz | VRHXJC | Japan Stock | |
Chwjhhjh VJY Psws-Yfmv Smwgjhmv Qq Nzh | MMZVV | Long Government | |
Mqcnbngw TNV Wttdddhfk Dlvz Yzhkftss | FNVJQL | 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.