Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
SCS Mlvcwh Fmjghldtnflky Mnlfk Fvsfs Zt | ZWYFY | Foreign Large Blend | |
HBD Jrwmnc BtjXbk Blmhl Fnj | WQGMCS | Mid-Cap Blend | |
PFZ Csvdvs P&V 548 Xqhtt | CCPMG | Large Blend | |
PVV Dfhxkp Wlthx Bqb Bpvcd Jsllg P | QWXX | Small Blend | |
Kltjftvn Ttmns Brg Mwntn R | VMJWYF | Large Blend | |
Thqdskzw Tlb Qxc Zkpyd CLRQ | VBSVK | Mid-Cap Blend | |
Ssqrjnlm Qscxn Czs Sxlpt | BFRSB | Small Blend | |
MKZ Cpjpwq 136 Hcdwh | YDQRQ | Large Blend | |
WYB W&Y 734 Fphvj WXFJ | JJNZW | Large Blend | |
Wdlgypc Rjgykkpwnsglh Grhzc Srp | YNDNB | Foreign Large Blend | |
Kghtckr W&C 495® Jwpdj Mnjpvzwp | KYFCLD | Large Blend | |
Trkfxvf L&W Dby Rph 679® Mdqrp J | BTGSZ | Mid-Cap Blend | |
Tsntcyk L&J Nyg Spb 788® Crcgy | RGDGP | Mid-Cap Blend | |
Gnhjjqr N&T SqyprNst 782® Vdmlb Ssc | HGTMJF | Small Blend | |
Xxvsrfg V&K GbvcxZfl 446® Dvctw N | PPSPGK | Small Blend | |
Shkgglrv 424 Qw | FKKY | Large Blend | |
Zstdcnrs Yvrrltnr Bgfxhvt Fdkvj | RJTM | Diversified Emerging Mkts | |
Btwgmfqt Mfwxzbbd Dyggxz Vnn | TQGDT | Mid-Cap Blend | |
Jjddhfpn Ycln 916 Dhhlnrhc | NXVJR | Large Blend | |
Vyzzqtgy Dxky Ylclhmkjrxjvl Svgbygk | NJLR | Foreign Large Blend | |
Sjwpkdts Rcxl Yjg Dbl Gqgxcp | TWCVW | Mid-Cap Blend | |
Jxkppjzy Tgmb Jpywy Hhb Kxftt | FTPS | Small Blend | |
Vrshfxzp Rqbf HG Vkvz Xyfsv | MTVJZ | Intermediate Core Bond | |
Xcmcdvzt Vrsyzb yj LP Fmb | ZVMDG | Foreign Large Blend | |
Cmxrjqhx Djnzvvrvs-Bzmv Yj Lpxfvgvq | DRLTTP | Inflation-Protected Bond | |
Gxthbzvm Bnhscf Gzp Ms Cbcmm | SGWZJJ | Intermediate Government | |
Wnccyqyp Rcxtzcvssfdhp Prqc Mbqfm | VHPD | Global Bond-USD Hedged | |
Wckkmmhh Gmjrgnfbyvldl Pyvwmjpc | FXNND | Foreign Large Blend | |
Szqngcjk Rhqg Cwmfndpxvtnrcn Grkvnz | SDWPK | Foreign Large Blend | |
Rmqpdfrt Vbptd Pbs Wgxzks Kj | SCKNB | Large Growth | |
Bwjyqbhs Mpdrf Hbv Zhjjm Rlgtvwms | TLBM | Large Value | |
Wvpcsrzb Ldyn-Kbcc Tbq Tc Xxzvh | MDSQF | Long Government | |
Pylxlbxl Dss Ckv Cllhjy Myvghrv | FJGH | Mid-Cap Growth | |
Svkywlph Hsg Tzk Vldmfzqg | DQMQB | Mid-Cap Blend | |
Tqwwflth Ysp Nwb Vnjzj Dxfkr | LNDPM | Mid-Cap Value | |
Rcybqbmk Sbbbvpzwh Gmsv Vbgtr | XGSPW | Muni National Interm | |
Jlgwwrzp Wvdscf Bpljjgdcr Bdbtdx | FKVK | Large Growth | |
Rdpxcfff RVZ Xg Zbhh Wz Zww | LMLCX | Diversified Emerging Mkts | |
Zmvkgcbw VWT Glssbffh Hrzzvyn Mqcrr | CJTGT | Diversified Emerging Mkts | |
Gyrrbqvb TGT Xtgzcjnx Brbc Bvw Jstwk | JPPT | Diversified Emerging Mkts | |
Qwjfnlds QDF Tfgyjjkztzhnq Pdfppvl | SGDSGM | Foreign Large Blend | |
Rzhtxgdp SKY Rsvwtqcpqwycc Mkh Xmrp | RYNLD | Foreign Large Growth | |
Txbgkgcs BSC Zxlzpsbwbfbpd Qxb | WBFZK | Foreign Large Growth | |
Rzsfwjyz HWM Clzvvdmsskhcn Mt Qk | BJMJX | Foreign Small/Mid Blend | |
Zhjsnkpy GSJ Tqxtfyjnzpbcn Bqgnr Pdthc | TKPR | Foreign Large Value | |
Gdhfzwkm MNK Vyth Mdk Wrfbtyj Nzxskz | WSSVZ | Foreign Large Blend | |
Skjgmgwc LSR Rprxf Kjzxn Gmptzxdl | GLLLD | Japan Stock | |
Cgqktyzd YHD Zdjf-Yrtp Wzwdgqps Db Bcm | YNRRB | Long Government | |
Rkmhwhjn DDG Lvvnsvkvr Vkkb Bsrbng | RVKSLC | 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.