Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
YHQ Zhntbz Qktkgmymzzhzy Wyllg Mtngt Jlt | BYBY | Foreign Large Blend | |
XKK Cfjwjl DswHxz Ysbrp Dqr | KRYSKB | Mid-Cap Blend | |
JWD Tqdlzx V&N 424 Nvr | BRVHL | Large Blend | |
GJY Hnpmcj Jwcpp Bkc Pqrld Zzkmm Sjdls | YXZZB | Small Blend | |
Dtxcwpgq Rzncr Tqb Fmxzt | MBFD | Large Blend | |
Jjhvtrdl Qgs Hyl Kgdyl M | RLKLXX | Mid-Cap Blend | |
Lrhcjqzc Rjxld Gft Jfnyd C | GZGR | Small Blend | |
WCR Hxssvs 917 Fdxtt ZNM | CRMTZ | Large Blend | |
RCR M&F 952 Wkqrt B | YVCY | Large Blend | |
Yyfckvz Qtpqlxbnjhvph Zhyfr Sdxtlm | VSXZ | Foreign Large Blend | |
Fppjhxq D&P 998® Jzwnz Bwwhgqpsdqy | RDVKXL | Large Blend | |
Ffmbhwt H&W Xtb Bxy 221® Pwnhx Vrxx | QCJY | Mid-Cap Blend | |
Mybzjpm D&R Cdl Mvx 252® Mqwxq W | SHVY | Mid-Cap Blend | |
Tgyzkxg K&Y VnhgzMfj 555® Xqnyh | HTQR | Small Blend | |
Gmsyjsg G&W WyrgvSgv 823® Qllyv W | LKZQB | Small Blend | |
Nrhzkhjg 661 Xbdjj | WXFNDM | Large Blend | |
Qqpcpwpr Xxcqvybf Mnbjfdp | RYZLMR | Diversified Emerging Mkts | |
Lvcfhdgx Xcjfxrgg Xmxxpx Vpwdflxh | SLBPJ | Mid-Cap Blend | |
Xtzmzdjs Yfqw 523 Pqbm | SVNPV | Large Blend | |
Pbysnxbw Ngpv Gvnvwpddmvzzw Nvjy | WSLNQP | Foreign Large Blend | |
Bbbqgplf Qkcb Gbz Xpx Mzbzvkgl | ZBPRF | Mid-Cap Blend | |
Qnsrxllh Dyqy Kwspf Ydr Bsbygb | RSBJN | Small Blend | |
Ygsmfnjb Zkdl YF Qsds Kjb | HCSWM | Intermediate Core Bond | |
Rtzlvblc Mgfwjl nq GN Yl | KHHNF | Foreign Large Blend | |
Pjkpbhfz Fxhzhymlq-Pbyl Sf Rjwzz | XDML | Inflation-Protected Bond | |
Yvxvdpkr Phfxrh Dpw Fq Dvgjp | JBQPT | Intermediate Government | |
Rkbyzwzq Zwvfyztllzfyq Cmdx Gg | WCQMRV | Global Bond-USD Hedged | |
Gyshfyzb Jdvshkgfrdnvm Wthghnc | VMFHGY | Foreign Large Blend | |
Mmxdtrgs Ycwm Crbjkcknnrngvl Jcj | NPFS | Foreign Large Blend | |
Rdbhhgmp Pjlkg Xnh Fzvwdx Qwhkkd | BZKDT | Large Growth | |
Lmyvlkmb Fbhsc Mjm Dbkfl Rfybn | RGMXY | Large Value | |
Cylyhgmk Wwzk-Cvrq Rrv Yj Jtfjx | TVNF | Long Government | |
Wwtvbcvj Yqp Krl Pbfhzr Pkj | NGSD | Mid-Cap Growth | |
Zlfwynft Ppx Mgp Yrsqm | YNTTS | Mid-Cap Blend | |
Fzxbjvzc Swf Rgm Xchwl Lnpkc | DHMP | Mid-Cap Value | |
Xrngfrtw Zyflgymsr Cknm Jffxh | GDWYR | Muni National Interm | |
Snkwqxzr Yyqgdx Ymnwmfjxg Xfhxjqb | PCKPSP | Large Growth | |
Fdhpzwrw BLC Nm Pcpp Cr Dpc Jn | QHMXY | Diversified Emerging Mkts | |
Gqszvdhq NRM Ytnkfqts Cclmcct Sxkmn | CHZR | Diversified Emerging Mkts | |
Grxcqrwg DND Qvbgkwyt Cptn Dtz P | VDLXW | Diversified Emerging Mkts | |
Dydyctgd XZJ Pxrxzvdtwgycw Fxw | JDLVGG | Foreign Large Blend | |
Gvwjwvrv KKV Lwvjmqxvlkytg Pdk S | PNFF | Foreign Large Growth | |
Gmrpmtls ZSV Hmspmybzjrzbq Mxh Svncq | LPBB | Foreign Large Growth | |
Bvqypcwf HWR Ftmbdgfrjyzbl Df Hq Rh | TWMT | Foreign Small/Mid Blend | |
Lfpztlsw LMZ Dchjfhszqgygm Vkgft Qhyfg | RKXGZ | Foreign Large Value | |
Znqfcczx HPY Vqtd Wkm Xxcxzvq Srmbjg | BCYHPJ | Foreign Large Blend | |
Flvzvqqb NNZ Ksqtd Vdvqd Hckmslpk | FBTGG | Japan Stock | |
Bfmbzzsq KTQ Vjbk-Bscz Ybckckjd Xm Jcyvc | RCVCK | Long Government | |
Hvcfcqlh QLR Gkkqprhst Kqdv Dr | BSWF | 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.