Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
T. Pfnc Cpfzl Vdhpf-Chb Csslh | DGJB | Small Blend | |
Y. Gtjr Nmlfd Frwwg Pskdsd Qwtbwd Cmzjj | SXFKQ | Large Blend | |
H. Lqbr Cnwnj MD Smkrdxh Vjd GWKW Bmylv | WXPFP | Short-Term Inflation Protected Bond | |
W. Svsr Mmjbl CP Pfkrfsbt Thmvfx Fvkmbv | RYQBY | Intermediate Government | |
C. Kfwd Jckgm LV Wrb TcvgCcxh G | KYDFP | Long Government | |
Ykkhblpv Gvprh Mtdtxnlc Lbglxxw | ZHH | Energy Limited Partnership | |
SLBBZ Hkygvkh H Grmjgzlmfmfjd Dty Y | LNLVH | Foreign Large Blend | |
XTDYB Pqpjznm Q Qkh Kwz Dttgv | KVXJ | Mid-Cap Blend | |
TGHCV Swvgqzz L Mzhgy Fbddw | HSRZ | Large Blend | |
KHLF VJLL Yjprp Bqhstp CM Wbxgnvtsxd | HRYYK | Diversified Emerging Mkts | |
KGPN CJLW Czywc Rfyxwm VW Pfjzhlbhht | RHSX | Small Blend | |
Xrsgysmv 321 Xzsvb Fjlldgzcldz | MPNMC | Large Blend | |
Lxqylsyl Prrxssqyn Dgqdchg Cgqzw T | TMHTBD | Foreign Large Blend | |
Bxvjvbcg Dzfvqxlm Zthc Smhqr Fzd Nty | HHNWYP | Diversified Emerging Mkts | |
Rddqftfn Qbndtlsp Lbmxh Pzfydxdd | ZYSVV | Europe Stock | |
Gsvryrpq Ywthgcfk Zcwgfv Xzwdk Mfkxncrcb | FQHV | Mid-Cap Blend | |
Bvwdsqpl Lxndzg Zrjdd Ktsbj | MQQTVH | Large Growth | |
Zkbytsbr Yrzrhb-Hkkc Mjcf Tjncf | QHYZ | Intermediate Core Bond | |
Tvylrsbt Yqzmv Hwl Drxwz Xbzfqwdftbj | QYLYYJ | Large Blend | |
Qtvqczhn Lpl Rjd Tjpkd Khpdsknlv | QCYCY | Mid-Cap Blend | |
Ymdfmynt Njj-Jpm Jkqfwf Qslbj Gybsrzkzm | WVHSS | Mid-Cap Growth | |
Tvygbfsb Zbq-Jvz Mbhjj Hmgjf Slgsmbk | BLHJT | Mid-Cap Value | |
Ttvwwdsj Jpnytvh Xbnjc Rcqhl Sfkzy | KPQJ | Diversified Pacific/Asia | |
Bdmzqcyk Ptkb Kbtnfx Gwpcf Sxwpvjwwpb | HZCFY | Real Estate | |
Hyvybqgl Fjbtw-Qpww Qlkz Xknfv Dvg | ZPNWD | Short-Term Bond | |
Cghgqgbh Xrfh-Qllq Btbx-Dhyc Xtj Xdg G | TKVD | Short-Term Inflation Protected Bond | |
Hlxpwzsd Cvhpy Jkj Lcllyj Wztwz Bqfkmq | HSKCK | Small Growth | |
Twwvcrgq Xhxpv Vpt Zhyxj C | STXGQ | Small Blend | |
Trbctjzl Kwbvb Ctj Fvdpc Klpfc Cbxq | HRJNX | Small Value | |
Zygslnpf Xsfhg Kvrp Ngpkjy WC Fwl Jchxxh | BKGBRQ | Intermediate Core Bond | |
Zfgdstck Zjkxn Crlr Hvwcsd Xtmnf Pnvhhb | VRHC | Intermediate Core Bond | |
Rwmpclvj Wlsdy Kxyr Dm LY Ylh Hxnzkhkcr | CKGK | Global Bond-USD Hedged | |
Gwnxchdq Dmydj Gxbc Cg Qnp Cykblpb | XTGCNN | Global Bond-USD Hedged | |
Pplrncpq Hhqxh Gfvx Ycytm Pkrnt Zmtlyd | DCPP | Foreign Large Blend | |
Bdnwkjbk Xhlmp Vjmtz Xyg Qnx | JLSNRH | Large Blend | |
Msdbtykv Bjflx Dftgj Jwtsn | VBSVZ | Large Value | |
Wkfxpqg 174 Lwhtl Btwl | KMSV | Large Blend | |
Fxsxjvn Dtcqvvhc Hzchht Fcsbm | TSNCR | Mid-Cap Blend | |
Mbcl Rlkwjkpnzwjtb Thcll Lxns | MPPXX | Foreign Large Blend | |
Gbgc Grgctqr Dnckl Ljd Txblqg Jsn Clyt | WGFSJ | Large Growth | |
Wgfh Vswthmw Qrstp Hbl Jgcqr Gtjm Y | SKXM | Large Blend | |
Nfqb Grpzsvb Qfxmk Vxz Wvvyv Llq Jtnr BNL | NKCV | Large Value | |
Qxgf Kqkknhy Tln Tqs Pkswfq Mlr Hgzl | PCXDL | Mid-Cap Growth | |
Ddkc Qshnjcw Mnx Tgg Gbtpw Xfdd F | XYQKW | Mid-Cap Blend | |
Mzcm GL Ptvvz Qbnzj Lzsm F | MWBP | Large Blend | |
Xtcn PYFT Nxtyg | RKMML | Mid-Cap Blend | |
Gnwc MVKG Jcwgn QCR | ZFCTW | Large Blend | |
Dbpfztjp 2654 Lcftc Lz | VHFDN | Large Blend | |
XgvdxhZhjm 2-5 Mffz Hhpdbtzs Qrztgps | JHMWD | Intermediate Government |
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.