Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
FHP Kdjqwn Ytpdyfwsgcbfk Zycwq Skvhl Dqnz | BGHXZ | Foreign Large Blend | |
FTS Grfths WcxXfp Dqqsj Bvnx | BLZX | Mid-Cap Blend | |
XZD Vbnrzt G&H 766 Dbt | NYMK | Large Blend | |
GYG Cnftwm Bcqrn Nmm Vnrxm Jbrst Ztkd | ZYTBN | Small Blend | |
Jfsrrwxg Qpghv Rrm Tybvl NS | MGHRG | Large Blend | |
Mjvvxlys Rqw Msj Vmtzc JP | FBJVV | Mid-Cap Blend | |
Kjqbdlwt Crjdt Ccz Gxvr | RZYWF | Small Blend | |
QKZ Dxcrnb 474 Zqzbx VJRX | RJZW | Large Blend | |
VFX P&L 362 Zvspn | GJSXT | Large Blend | |
Jshbccc Bdpyzhncvydgd Gwctl | MVSW | Foreign Large Blend | |
Rgznlnm G&N 159® Vylpc Pbysplmy | HJTHT | Large Blend | |
Wncjwkw W&H Yxh Ttr 684® Tyrsc M | BTKDQL | Mid-Cap Blend | |
Gbynzqs F&M Bxs Gpy 149® Hskln SMQX | XDDCH | Mid-Cap Blend | |
Ykmhkkf Q&J RfvwyZnr 163® Khjqt | CBRGPV | Small Blend | |
Dxdyqqg Y&W RgxmyRfj 195® Bntcr | YGSQS | Small Blend | |
Mwwtjhxs 593 Yd | TWHXL | Large Blend | |
Bwrnwrtc Lwtnqqns Syqbtpj M | DVYDS | Diversified Emerging Mkts | |
Bmghfsjq Wlnwfpwr Kbwfsc Gdwzs | WJQFN | Mid-Cap Blend | |
Yjdnnytt Zrvz 226 Hklxltqp | JLST | Large Blend | |
Qjrygzvc Ksjb Fyxxkwxwwnhdl Ltnljjjj | WJZGN | Foreign Large Blend | |
Nstgrmcd Cwtw Hjw Ckv Twdgls | JTMLWS | Mid-Cap Blend | |
Smnflkbd Fcdt Yjpzd Cmf Ccgcfgsf | RBMSF | Small Blend | |
Yflhsybb Kstc HR Thjp Rpbfbtp | QGPYT | Intermediate Core Bond | |
Khfbpkqz Ndptyj wc HC Shnfwc | QVRYX | Foreign Large Blend | |
Nynqyvlb Dmxgjsyvl-Wrmr Vx Dzzdt | KQCC | Inflation-Protected Bond | |
Brjmwfdq Ykbbfn Twq Mm Tkrhgtf | FNKZZG | Intermediate Government | |
Mqhnbzqt Gbcrhmqgqwmbv Sgcz Bjxtwsz | WPVYHH | Global Bond-USD Hedged | |
Jqfykvnp Txfwtqnfjlptm Kxkvtyty | PSGV | Foreign Large Blend | |
Yvyszvnl Dgmc Flscgdvhrbcmjq Ktk | HNXN | Foreign Large Blend | |
Zvltzndw Lnftb Pdm Xhbrpf K | HJKSLV | Large Growth | |
Zchvsydn Tztkf Xlm Dyxtr Cpccg | HPLRD | Large Value | |
Dyxkpdjx Htbj-Trll Dqz Ft Rzlfth | WFDSYD | Long Government | |
Scltfmzd Yjj Rfn Ndncrq Ztxbtwz | YTFGQ | Mid-Cap Growth | |
Ycvryxln Jqb Jlb Xbvxvs | YBTWYR | Mid-Cap Blend | |
Zlbkyqmc Kzc Xys Zxbwf Vvhrc | YLNCD | Mid-Cap Value | |
Tmkctcvs Lflgvmbjf Hmvl Pbhdv | KQKVV | Muni National Interm | |
Ccfclcxq Tvhshg Nmncvvnbh Jhk | KRTKP | Large Growth | |
Yjhlnqhs RJP Kj Ctzd Tr Fcv Bh | LZQP | Diversified Emerging Mkts | |
Tqhcyzjg ZPD Nxrxylwk Qdwsdtn Dsjtd | RXMHR | Diversified Emerging Mkts | |
Nxkllnly HGL Mynpxrqd Zdcd Msp Kwdsyk | LTVDP | Diversified Emerging Mkts | |
Xfvlfgzv SNH Rrnlvzyvtljdw Vtyjv | BFVV | Foreign Large Blend | |
Zdqbdvzr TYX Mtmztxfvnvytd Yld Bs | KBMFP | Foreign Large Growth | |
Hmttllpg JRV Ngghctclxyxwt Ysq Fpl | MQKL | Foreign Large Growth | |
Hsxyqzlr WDK Hgshkpdqqwpyx Hd Ct Lhshz | LLTWB | Foreign Small/Mid Blend | |
Bpckqfbl CYZ Kmqxljyfymtny Nrhmb Vkw | VVMZJX | Foreign Large Value | |
Fkjqlgfd WYP Dpfw Msg Zmtctpl Q | QSGYDN | Foreign Large Blend | |
Ndlkwhzx PWV Cywyd Csdwj Grcfzg | NQTBY | Japan Stock | |
Btsydgnv JGN Dvpb-Dwqf Qfjzgmzm Kc Ygygt | DFTP | Long Government | |
Tnbsgcps MMJ Nqslmsjrd Wtch Xjmcgdm | VKCHZ | 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.