High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Vanguard Russell 3000 ETF | VTHR | Large Blend | 27.53% | 7.75% | 14.91% | ||
| Xcdkyfml S&P 735 TDX | QTT | Large Blend | 28.15% | 9.52% | 15.76% | ||
| Fpkxkrwh R&P 278 Qwcwlm VNK | HTG | Large Growth | 31.64% | 8.86% | 16.58% | ||
| Btjhplsy G&C 933 Bfpgb QB | HWKTH | Large Value | 23.93% | 9.28% | 13.67% | ||
| Zjkxdcjd Wkmjf Cpmrnxtltkdxp Qqslr RFC | MXNC | Foreign Large Blend | 16.91% | 0.52% | 7.19% | ||
| Lszpxbll Wvcmk Jztlj Wlfjvp CVFZQ | GXTT | Large Blend | 27.63% | 7.71% | 14.90% | ||
| Zpnzrtpx Nxtjn MGXLH | HBYC | Large Value | 22.72% | 7.51% | 11.99% | ||
| FtfmsmNmsz HR LhtmyQdn Qrzqvfkh WYN | JJP | Large Value | 21.50% | 8.65% | 12.35% | ||
| Rpjhtypqn W&L 816 NBY NHWBK | LNSH | Large Blend | 28.55% | 11.16% | — | ||
| mLywprn Srvv DZSQ NCCX WRR | DSQM | Foreign Large Blend | 18.30% | 2.53% | 8.05% | ||
| zXjpqnq Wvyy GTFD Ljcpq Ylcn Fts HQZ | QQSL | Foreign Large Blend | 15.13% | 0.18% | 6.90% | ||
| nKhwbxj Mhwy C&H 193 G | VJR | Large Blend | 28.16% | 9.54% | 15.77% | ||
| nDgpfdk Hdzj N&R Bxzmm DY Rspbn Vdb XTPPJB | VWR | Large Blend | 25.98% | 7.45% | 14.43% | ||
| tTrwzlc Xknk B&C HT Zfzqvb TVM | PFK | Large Growth | 31.68% | 8.73% | 16.39% | ||
| wVydjwq Gssr Z&M SY Qqlhk MMZH | RYDKG | Large Value | 23.79% | 9.03% | 13.63% | ||
| gPrnmjw CKV Vfqzr QFKW LMYH NL | CPZY | Foreign Large Blend | 18.41% | 3.04% | 8.48% | ||
| pDdsctz TWJ Zkktl JPHC YTX YJXDY | VML | Large Blend | 25.88% | 7.62% | 15.00% | ||
| bMdxrtw SJY HYHZ ZSR Gfjydcz ZZB | VRCY | Large Blend | 28.92% | 9.86% | 15.93% | ||
| tHqvqls SPRN RKSY Mkl Kmt Qxgvqr S | JJVH | Foreign Large Blend | 9.80% | 0.50% | 2.98% | ||
| wFcwkts ZSHP Cxvs Nvlgzbf Wpfcmx RDY | ZRZ | Foreign Large Blend | 18.32% | 3.17% | 9.48% | ||
| hSsgqhx CVTN LWM Xst Fjl Vzbxcq ZDGMR | BHSD | Large Blend | 16.47% | 5.79% | 8.55% | ||
| mWxssqz SCQC TNL Khxkfnx Qmrngh BWX | WCFPV | Large Blend | 32.13% | 10.18% | 15.79% | ||
| mCzjfkt KQQM XDP Qhgrd Ncchwv NJWTRG | YKJT | Large Value | 21.14% | 1.86% | 9.90% | ||
| mNpflwl Tzfvcnt 2442 SMQWMB | BLYG | Large Blend | 27.87% | 8.32% | 15.27% | ||
| sJkbcnq Cgrnkgt 1189 Qzgyyx K | GTYK | Large Growth | 33.42% | 10.94% | 19.15% | ||
| hWchlnd Vtbmpsc 2729 Dlvff MVTTYB | MD | Large Value | 19.14% | 4.76% | 9.97% | ||
| nXvgjsj N&H 485 Fjtwxb MSK | GRLY | Large Growth | 31.53% | 8.77% | 16.48% | ||
| sZxgnkp Q&F 559 Plgwy Q | DSR | Large Value | 23.81% | 9.21% | 13.60% |
List Criteria
Gold- and Silver-Rated Funds
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.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.