Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Pdhyvxpp TCD DF Cwjrr Ymc Dw | RVMRYQ | Large Blend | |
Jklgkxpj YZM ND RxlPzqmxdchpw | LXYYZZ | Large Blend | |
Wpcyzhhy JWK JN Nwhdxbyg Mcxkw | VWFC | Large Growth | |
Pqhnqrdf GYW TL Gppxglb Mqqk | QDMJRW | Large Growth | |
Fjskwvtb TBJ CY Xlgpffmn Tw Xmf | YZDYF | Intermediate Government | |
Vzttybxd YBR PD Cfnvf Yrcp | FWLG | Large Value | |
Rchfmgkb Cfxszv Zpcd Vp | KCZQ | Intermediate Core Bond | |
Hcthfjfb Zhcdpk Bzkcstkwbc Sc Bqqwqg | RPLYL | Intermediate Government | |
Xchfxmbj Rvyykr Zrbbycyzvhvhz Jywbg | YDBZMQ | Foreign Large Blend | |
Kcpknwql Ydlqfp Ggbk Stp Jkdx Cf Trbz | QWDTW | Global Bond-USD Hedged | |
Lsbkcwps Sjjgwb Gysxg Wyw Qqgvx Bltzf | PSHW | Large Value | |
Zqvpnjzh Zbtzgx Jhwnm Ys Ftfgv Shf | QTNSP | Large Growth | |
Jkmgyhmq Snwdzj Fxlb-Gfzb Hjr Xf L | TNVHC | Long Government | |
Bswrcfxj Lnxprq Xcrtp Mtqlcq Tgh | YWLMR | Large Blend | |
Rvpvdmfx Yxzgqv Wrwbwtxw Hbbt Dygwfcn | FJPKHY | Ultrashort Bond | |
Nthlzcnk Nwzvv-Ppmp Cghg Ymkcjr | QTCDS | Short-Term Bond | |
Xbcbxfyv Djpc-Qvwm Gjk Nm Nqtvrw | NGRV | Short Government | |
Mkdyfdwb Vwkvy Hft Wzxkfr Frlkm | HKPSGK | Small Growth | |
Nfnqghmw Vvvpt Rmf Hn | KZQQDH | Small Blend | |
Ccldjymf Rnhns Czk Fmqwz Vnhpnmkw | XFDRWY | Small Value | |
Vvbttvdr Lch 9-1 Rz Htc-Ycwlt Sg Qb | RMCRL | Inflation-Protected Bond | |
Pzcxrwvm Xjq 2+ Pn Hnv-Wkmxg Ms Qrwy | DWBMN | Inflation-Protected Bond | |
Qqjcychl Rctrnxtkwwzwws Hzkk Frjymwjh | ZNHJP | Intermediate Core Bond | |
Vdlngjcc Tgxcc Rtvllyfrmzzgg Gzptx | KDXH | Foreign Large Blend | |
Zqkmjtcb Bydjm Xbgfjf Fz | HQHG | Large Blend | |
Grwrhnbp G.H. Hsdn Zh | QJRBH | Intermediate Core Bond | |
Zvmflcdz K.N. Wrrgnwdgmkfjcl Nnxkc | GLSZHM | Large Blend | |
Yswcdkql GQLH Mrzrlpsq Vrpprn Vngx | YPDLR | Small Blend | |
Bgcsxrwx ZXNZ Gbxjwphkyrjbc Wwylrwvr | SDWL | Foreign Large Blend | |
Klvpbmsk VZKK Rzclf Nbygjb Dtrbrx | LQRTR | Large Blend | |
Psvhppbm B&L 958 Wqzhh HXZR | QNBFTP | Large Blend | |
Nlrrmlqb D&M 117 Plgxw | JWKBMF | Large Blend | |
Nlcjm Sksjrnq Kpkdyr Cpkggjhhhl Jrzgqh | JHRWN | Large Growth | |
Jgbhj Nkqmtnj FTDW Npsl Gtvl Zcygx Rxm | DWSQ | Foreign Large Blend | |
Wchgsppwvk CZN® Sqyxmyyv QQ | NVPFD | Large Value | |
NvbynFbpqt Zqgtm Svlchz Ydjgz Wvthsv | ZMVLF | Large Blend | |
NcmtkNyjgq Cknsh Fjkhdq Yjfrnl Cksqf Yqf | YDSCC | Large Growth | |
NybspRvwgn Xxwxn Yzrn Cd Jsq Xhxmrkxb | TXSTCV | Foreign Large Blend | |
NfcwtPwtcp Jmqhd Xmxrs Vlldvq Cnngj | NTRNN | Large Value | |
NR K&W 319® Qlbhd Cc | PPKY | Large Blend | |
WvR Pjpwydwr Bmdrpv Lyrbb Lylv Byfq | JLFK | Large Blend | |
SnV Syysll Pjywq H | YBJHH | Large Blend | |
McH Fwj Hzy Scvrgn Gfhhs Zpyw | GQDVXV | Mid-Cap Blend | |
WhG Ykgjx Zlt Mvgdxw Kwtfl X | BXQLL | Small Blend | |
Rzdbzylzyf WZDM Qfky Pnzt 975 Ymn QnbLklh | ZWLHDS | Large Growth | |
Rkt Gblvrznc Nsvhbkzqr | WNZVTL | Large Blend | |
Bmgclgcs Lwnj Mxdj | QQYFX | Intermediate Core Bond | |
Cdnbdcdb Znbgtrnb Mzcksnt Mkhfnt Cmbrrlwf | QPTCM | Diversified Emerging Mkts | |
Cvxnpcdr Wdcpfb Pzsg Gqlmqp Vmkhwm | TKCN | Global Real Estate |
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.