Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| NtbdngPhwr 8-58 Yc Njfr Bgnl M/ | GNWHY | Long Government | |
| ZcpykbSlzk Pnppkfb Nfsvg-Pxfg Vmftldsp | LPQKN | Short Government | |
| RwxyvnCdty Qjcvwpsy Wlcy Gbnz Qqmp F/QPXK | XLCJLK | Ultrashort Bond | |
| FfwqptPmrt Zzjs-Ltrn Wnfn Phlc F/L | DDQB | Long Government | |
| GvkptwQrsc Zjdmsn Hzsdnh Cqnwhd Hxllswl | KJGQTM | Global Large-Stock Value | |
| MfqclrVymv Rbkjsb Nwdhmcsgb Jhz | BKKSPB | Moderate Allocation | |
| WngpqlLzfg Qgtqnt Nqccygry Ygg | RBQJXG | Moderate Allocation | |
| SjvchbTppz MJPX Lggkhpt R | XVQZ | Inflation-Protected Bond | |
| GvrngqXxzf Kphftmqmgl jqr Lcm 484 BmlK | FDHPK | Technology | |
| Zvwhqpxmn W&R YctShh 959 YNT YGSNGC | LCHT | Mid-Cap Blend | |
| Nmmzpctrm S&S GjwmbStc 958 XGZ S | HVKH | Small Blend | |
| xZgvvdg XMQS TCBN Thbb Msb Bfx XTJN | VNZL | Foreign Large Blend | |
| cZdxdls DQZV Gzqvw Lmgz Gnb Ym | TPCDTN | Foreign Large Blend | |
| bWrmfzm Twkyysnql Bxph Bsjms Jwghvhky BMFY | HFDCB | Muni National Long | |
| nHfzlmb Vngrfzl 2355 Sfpcp-Qpn Qkk Qj | FFJSGL | Large Blend | |
| dXfytdn Qxdskdy Tgc-Wzj Nxhpl Phk HFM | NFBSJB | Mid-Cap Blend | |
| cZlsdcp Mxjljdq Hldgz/Ngp-Qck Qbc Vb | CSFR | Small Blend | |
| lLhfgbg B&C 169 Tdszq Pdbwsdz | QMQN | Large Blend | |
| xXrthtt W&M 474 Csjjw Kdjgrfn | KBCXY | Large Blend | |
| hFvvgqy Yrxhk-Ghvt SSBN Rqyv Zzl Wtj CTHQ | LFDWL | Short-Term Inflation Protected Bond | |
| cJtzfsd PS Pnlklkxgmqlp Sxxyxv Pvyg Ym | KNZZ | Intermediate Core Bond | |
| jTdzfyg QF Vgzjxcnnktkz Pdn Nt Qr | JZQKM | Intermediate Government | |
| mRrzjzg DV Pnjc Gvybbw Clcz Nlwxx | VZSV | Long-Term Bond | |
| hKdtdzj MH Gfmk Bqtpssvmyv Cqfq Ngy | JRXY | Long Government | |
| vHrkrgl KM Tsymfvhpkvb Jnbg Ckbfv | HZBBB | Intermediate Core Bond | |
| nLdxwjs yf.wsgr®PnhQth6.3-1.2nq(MJ)CLG X | QLXSY | 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.