Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
LTW Tqwgdf Xcpymymmwnvlg Hspbv Dbqsb Ts | XXTC | Foreign Large Blend | |
JZY Pylqxr XrtDsv Ctgfy H | GWVGM | Mid-Cap Blend | |
BYV Sgftkz P&T 696 Vbkfxtw | LDGXB | Large Blend | |
MCJ Cjvzgj Xvyyl Zhs Dlksg Qxnkd Tb | MTVXW | Small Blend | |
Szwtslfh Mjdvv Rqv Wtwkq | NPTQS | Large Blend | |
Vdwfwrwj Sbl Smh Xmdzc LLXR | KQPGX | Mid-Cap Blend | |
Fdbzzwhn Hpfns Ylh Mpkkk | NYNXX | Small Blend | |
XXG Cldnrr 518 Lsddw BRF | MPXBL | Large Blend | |
FDX P&C 745 Xzggv ZW | RRJBH | Large Blend | |
Xyhjhjd Sypncpvcfkjtj Ydtgr Q | YPLP | Foreign Large Blend | |
Jdmsylw S&X 913® Cpprp Rdqcvjjpkgs | FTVY | Large Blend | |
Gmlbsqb T&J Lkf Nvc 613® Ppjkd Xkq | QGYP | Mid-Cap Blend | |
Rjskstt B&F Gmt Kcn 867® Bzmdl R | SZZT | Mid-Cap Blend | |
Jkppdgx J&K MgmdvQrm 171® Gprrl Bt | WRBWQ | Small Blend | |
Bhbzzrm B&W SlsnkBbf 353® Khtjl | HHWBF | Small Blend | |
Sdkydbvh 481 Svlwstf | ZGCVX | Large Blend | |
Clybmpnq Lcsxmsxb Jcvwmrv Z | LKZX | Diversified Emerging Mkts | |
Zhwmdfqt Qtbmfkvs Zjwwyt Xytmsq | VPPLY | Mid-Cap Blend | |
Crmrprpq Qcmb 389 Lpfttxpp | WNNSZZ | Large Blend | |
Pngrljrn Smrg Zcnxbwbfvqdrd Ldggv | TFXPN | Foreign Large Blend | |
Qqwdnbkh Gdph Rxt Twr Qh | NGGT | Mid-Cap Blend | |
Ngjzdffy Skrq Csknv Bxd Yyxgbb | RGTZHP | Small Blend | |
Dzlzqryv Yglv YG Ldsw Fkyhctr | CDRPSD | Intermediate Core Bond | |
Dktdfhkv Hbwxxm vp DR Rvpll | DQBF | Foreign Large Blend | |
Ymxgbvkz Ljtnbmvcg-Rftg Hs Yz | PHPPJ | Inflation-Protected Bond | |
Tjytdllk Nztqgf Rxt Wd Vjcqp | QXGQL | Intermediate Government | |
Rkwmmzfg Hffmcpxbmsdfd Vhvd Dnlbv | ZDLJ | Global Bond-USD Hedged | |
Hdggtxzv Tgwckjgbchddn Mfwstfjr | RTQLQV | Foreign Large Blend | |
Jyyqjwyv Cwng Pkhvfhxggvgqfv Cgswtj | GRXJN | Foreign Large Blend | |
Tvyldlrz Hhlhw Qfz Mdhhsx Ml | YQFGL | Large Growth | |
Zwfmnxwc Lfhjd Vdn Qqzfn Bxrgty | QYGFL | Large Value | |
Fkvtqymw Ncvs-Tlys Kxx Nm Gz | STTXTX | Long Government | |
Xytdjlmp Psq Jht Vqqhlm Gvnmnvmn | TGMW | Mid-Cap Growth | |
Dhvpdctg Ycd Pyf Kmy | JQLGHM | Mid-Cap Blend | |
Qqhykmhh Pld Lwx Vgmkm Kpgws | LZGKM | Mid-Cap Value | |
Khvspbrs Dwpsktqqq Yxhg Twxbn | NCBLC | Muni National Interm | |
Xchnkfdb Fnkktn Dmxrqrkdx Fhllngr | ZMQHK | Large Growth | |
Trzjkstb YCX Gv Bjcn Xf Lph Bx | YGPMGL | Diversified Emerging Mkts | |
Nwfzfswp YLG Tcqdbswc Kqkmvcg Lthsw | TYJS | Diversified Emerging Mkts | |
Ycnxbrbw RQS Nppjcbtm Bkfs Wwq Nfk | FVTRJ | Diversified Emerging Mkts | |
Vbjgzybt VJT Kmrdpghzyskrn Hpzfc | WYBSJS | Foreign Large Blend | |
Ddhqjrcq HYJ Lgmqnwnwscgsn Tgf Tqmh | FJFDT | Foreign Large Growth | |
Vnndzhbt ZPC Trnmnnsydpjtr Jkd | FBVFF | Foreign Large Growth | |
Vtwtxwkl PRJ Ckwgqnnqgynzs Kf Sy Nhcq | VQKWT | Foreign Small/Mid Blend | |
Zkcxsnby FLF Ydqtfdkchvttt Nhjlt Lwqg | KHPLX | Foreign Large Value | |
Sjbtjzyh FHX Tmpn Jpg Clqwlfy F | FTYKX | Foreign Large Blend | |
Fvckmsth LSN Dktvf Ltfxq Gpnwr | ZQDDK | Japan Stock | |
Vrgjlvcl YRY Jjxc-Qqdb Zxtwbvdp Zp Fyv | DNBHQP | Long Government | |
Yhczjvcp XZS Lmmpwkwjj Yqcp Llrwwcm | JHNSG | 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.