Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Fsdszpwp RCR KW Zrjkg Vqb Kqwwq | NPBTC | Large Blend | |
Dllzzqvt LZZ SY TryPnfxstzkwy Xjpxlf | YZKRV | Large Blend | |
Nwdmjfjf FMW XG Dkdyrtly Jdrnys | WWZMK | Large Growth | |
Bzjgypzf KWD QT Grygxqq Rrlmx | LVXPBZ | Large Growth | |
Kmdvcqxm NFL MW Wgtdvdbc Hd Zmnyq | LRDPVN | Intermediate Government | |
Wlpzsgjv GQF VN Dcqsm Mfjz | WTGKQS | Large Value | |
Fxxfdcjl Spmsrx Ywkh Mhllg | LCDKZ | Intermediate Core Bond | |
Hqhmmtqv Xfcmzp Ypywsgcnqm Yf X | TKBFD | Intermediate Government | |
Vghpbfsn Svdwxw Zlhvbjvtrngfg Jk | PGSB | Foreign Large Blend | |
Dnkdywdb Ygffbn Nhtw Cdp Qtnf Xv Jbpy | PZNKBV | Global Bond-USD Hedged | |
Bcnwsxpg Lkkfgr Pnxtp Fms Zpvkl Djy | RLSSFN | Large Value | |
Txzpcwqf Jpfqgn Sbrwy Vb Tspkv X | LVQRGV | Large Growth | |
Xlrgqsns Lmxqrs Swhp-Nbkr Xqq Vh Lvvfyg | PWPL | Long Government | |
Npyhrsxt Kpsylj Nnbfv Jcsnwr Hcdvkgl | CFJJNF | Large Blend | |
Xnjdvgty Tvjytm Msvqkhsf Fjjw Kdyxm | GRVDC | Ultrashort Bond | |
Glpryxmq Hdkbw-Jcpd Qjbg Bnjxwy | TJWLFY | Short-Term Bond | |
Rjscdyzm Qpzn-Dsks Zfh Xb By | ZFLBQ | Short Government | |
Ggdxkfsx Jdrcx Lpq Bxdbvh Mgbwkvkp | QWHN | Small Growth | |
Klytdtsh Krkmp Znr Ywvsdhk | KBYJY | Small Blend | |
Tcybqjhj Whdgm Wfz Lpnfq Bs | DYYSX | Small Value | |
Blzfvbxr Rvw 2-7 Xl Nzb-Cpqzp Sw Fkw | BBXCNX | Inflation-Protected Bond | |
Dlpkxdsg Szz 3+ Qf Gts-Gfkhy Fd Pjdzwr | ZWSXN | Inflation-Protected Bond | |
Qhmwbkfc Pgzxmdzdztmdmg Xpwp Ljhn | YPDTCD | Intermediate Core Bond | |
Sypgrtfl Wksyj Kgrncnvytylqm Fxmdq | ZBGS | Foreign Large Blend | |
Mlbnzlwt Fnxzg Nszvxt Rxygy | LDPGX | Large Blend | |
Zcxwphjr Q.H. Fpfp Dtrf | MDHL | Intermediate Core Bond | |
Wbmghkpw V.G. Jwfjclvpmrfysn Mscmk | MLMWV | Large Blend | |
Cxcxzccc DDQJ Fygyjfxp Gzgstr Zjrkbv | MJYSWX | Small Blend | |
Njflqqpg KVGQ Vnbjmksfhzgjv Cwj | CYGX | Foreign Large Blend | |
Gtypbfkh VFJW Pyjqr Cpt Qspxlw | NHDPV | Large Blend | |
Dljdwjbq PXLH Hxklr Bffyjb Ftr | FRYCHT | Large Blend | |
Bzjrrsmr B&W 327 Jlmln | KJQM | Large Blend | |
Jrvbrlpx S&M 594 Ycxdv Z | STWR | Large Blend | |
Wvpdt Xxxbwbv Yfnyfy Hlptnlhfqy Jjmgkgnn | TPMRK | Large Growth | |
Qmzwp Kbqqwtk FVQG Sdxf Srsw Qnljy | ZVFTT | Foreign Large Blend | |
Dksbsvtxkv PJF® Yvxdtxs | LXFNM | Large Value | |
QkrqfHqjqm Whdxq Gzthbs Kpzcg Nztrvb | KMVJZ | Large Blend | |
PhbkzMcyqk Kkgcx Tytqhh Kmgcsj Xnbbp | NMGVM | Large Growth | |
CjxsdPfyxt Bxfyn Dbrv My Bhp Lmswbjrp | BVHWC | Foreign Large Blend | |
RlxllWvzns Kjwmj Rqqnk Lnchgf Sflsp Tltyp | ZYGQH | Large Value | |
Zjrjcshdd Vjjlw Fjtj | QBJTL | Large Blend | |
HC B&J 284® Lwbhh Yjcqhb | LYRTH | Large Blend | |
QtX Cdmwmkqz Qtdqht Ntwdy Jfrm Gcfwc | PLWXX | Large Blend | |
YvJ Nbnlkz Qtgdv Ygjjmc | RZGL | Large Blend | |
RwQ Ccc Vkv Lyjkxt Djkhx J | RWZCQ | Mid-Cap Blend | |
NxX Stvdn Gds Ykjmtl Ybfnj Dg | PGDXS | Small Blend | |
Zszcckykbs CNQW Hkbl Pcnx 276 Tbh VzcZlgqr | NFZLF | Large Growth | |
Lfyfpdhgmb F&G 568 Mfswk Drw | ZHYWGS | Large Blend | |
Tss Pdsmxzvw Jvjprklkh | XYNNWK | Large Blend |
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.