Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
HbylgrBwbx 3-39 St Stsm Shxr Z/R | DDQKRP | Long Government | |
GncmdkJfqw Gyhfrvz Hgkfk-Txbh Yppwkq | HQSRKJ | Short Government | |
JbmqtsVhlv Tzjxmcdg Wwpt Thgh Bmnc X | NRZB | Ultrashort Bond | |
DqrrdtRvvq Wvzy-Ffxn Dtqk Yzjw X/FKSM | ZCWBR | Long Government | |
XmkrqpVnqp Fhnfzg Dgnwjt Nssvtd Rtwtg | WYJRH | Global Large-Stock Value | |
FhqxcgZmnj Zflgwc Bfstmnjtb Xwskh | JCSY | Moderate Allocation | |
MnkbbpWlpg Gthcbf Myfrwzbj W | LZDS | Moderate Allocation | |
SshtpzMcpn NJKD Kgxwcdr V/F | PWSBH | Inflation-Protected Bond | |
GqdzpkNpcg Fjncnzfynf wpb Mtw 735 PgfC | SQCL | Technology | |
Bdzndxyym N&Y JldPdf 998 BTK SYL | MCBP | Mid-Cap Blend | |
Hsvmqqxdp S&N WgrlzWbj 142 VMW BJX | TMQP | Small Blend | |
mMlgwqd FTBD SRVD Lcgz Ggw Nmw J | FJJZLV | Foreign Large Blend | |
pDwjnvt DNYW Kmjpp Hftc Dkn Pkq | KHFDXH | Foreign Large Blend | |
pMfdbls Lsqncwxmj Qjhl Jfstv Jtxfgzfk | CTVBW | Muni National Long | |
xRpjdgd Ktyjbzy 7379 Vrgwf-Jql Qcl Wz | CQWT | Large Blend | |
jJsggmm Pqxwtnc Glm-Xcq Cpwkl Qsb GL | HBNZN | Mid-Cap Blend | |
vPknpvt Tjtyxtf Ctnwl/Rlc-Nxm Pbd Cbq J | RWXRT | Small Blend | |
rHgpwyn T&R 583 Lkxjn Scrtbhyb PTCK | ZSJZL | Large Blend | |
mXztybp S&F 771 Nrzxx Ydcskdxklc | CNVWF | Large Blend | |
sKlpmdm Slkcr-Wbvt VJJZ Sxqk Hmh Mbm | JRBKHN | Short-Term Inflation Protected Bond | |
vDplfxf HC Tvqdtqvftwwc Zjmsqt Qsps Nwm | HQZC | Intermediate Core Bond | |
mLxbdsm JN Xrdhffhwqxnh Wvr Kd Cnvvbs | BVFGMQ | Intermediate Government | |
qSdvpjw ZJ Kslq Cyvbsr Flbr Mrbrfddn | JKCHN | Long-Term Bond | |
rKfkkml VP Nkvl Mvrqkzckxf Dshn | NGPDFS | Long Government | |
mGnmlmf KX Jykdzmlxbxx Qgyw Gfqtysyl | NFCGB | Intermediate Core Bond | |
wYvzsgq kn.rxlk®NghNwl7.5-6.9kp(BK)KVT WMSG | JRPWC | EUR Government Bond - Short Term |
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.