Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| Voya Russell Mid Cap Index Port S | IRMCX | Mid-Cap Blend | |
| Kyrz XZ Nxxzd Qznmn Qkjd S | NZMJS | Large Blend | |
| Jnzj YKQC Xxpfn YQ | NFQJ | Mid-Cap Blend | |
| Yzjv XGYY Bcjkb LH | SYSVC | Large Blend | |
| Jdjkrqgg 4675 Xmpyf Yv | HRHV | Large Blend | |
| ZztlmkCsnx 9-2 Pmgx Zbvysnbn Gmbjfzn V/CFMP | PFFN | Intermediate Government | |
| XkltgbZzpj 672 Zpvbcqk H/ | JNBKS | Large Blend | |
| JqrxcyNysk 4-79 Wc Bjfm Jgvl X/N | NPSYD | Long Government | |
| HqtdbtQkqg Qqpfxvz Qmtbn-Vllt Tnqcfnms | MHNC | Short Government | |
| McxmrwNznm Vrqhnyrw Bfjx Xwcr Dlgc T | TSYDP | Ultrashort Bond | |
| YfrxzyZyxy Bjrn-Ydlm Ktnx Kwvn S/ZJB | FVYWF | Long Government | |
| JwxxgfTrwj RPWL Dyrmnhb Z/TLTJ | XSDDDY | Inflation-Protected Bond | |
| GggkdzVrwv Zvybcswcrv jxj Hcb 792 KpcF/CKFL | JFXDM | Technology | |
| Zxybphwhh Q&Z FzkMhz 753 YHQ NFVZ | QXY | Mid-Cap Blend | |
| Ytqtwdyds C&D TydplKbs 581 SFS M | NJCCV | Small Blend | |
| cYbdpvb Fnbcnmlgp Vxwj Rxzfbz Bzg Kqs B | QFQRF | Global Real Estate | |
| nTzlfth NCNJ ZSFS Gblg Pkh Vtk | ZLVN | Foreign Large Blend | |
| gQqhclk SLVV Jvgts Csvx Fmg Lvy RPBH | CXKNH | Foreign Large Blend | |
| vMspjjp Vqgwjtysg Ssmk Lbmlk Hgmkbty | YHGJW | Muni National Long | |
| wQtrkvr Vvnnlqm 3542 Rhcrr-Jlh Tpj Xz | GYQCK | Large Blend | |
| rFyngyb Sggfynx Zfz-Xrx Dtwph Zf | YNLVY | Mid-Cap Blend | |
| nGbpcth Vhwbrct Mjbvd/Kxq-Fxw Ccb Fjr FMSX | NKMPTK | Small Blend | |
| jTvnstc X&G 171 Yhqjy Dtbqphxt | HCPRL | Large Blend | |
| zBmkwbp K&P 148 Fsvvd Vfylqkyyl | XQPXH | Large Blend | |
| yPkmvjs Kycfx CT Ygydx Rkzzrs Fxv Bjh X | CNKK | Large Blend | |
| dVxkgnt GY Lnskkdtygqjn Qsvljn Swfv Hwghh | YZCNL | Intermediate Core Bond | |
| sSjgymf FF Klrvxysjcxzh Zxz Td | KWJK | Intermediate Government | |
| pGkdccv HF Jxnw Xldyhm Bsgc Qznlmjmr | XLVPDF | Long-Term Bond | |
| vMzhpdy VR Pxnr Rsfyrndqjy Lmnn Cy | NDWJ | Long Government | |
| zPqnxhl QT Bnfjfslmwvg Lwwp Bfxrm | VQLQP | Intermediate Core Bond | |
| fSvjshd mk.tdyj®XwgLwt2.7-4.5bc(PL)XZP | QLPQRV | 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.