High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Avantis International Equity ETF | AVDE | Foreign Large Blend | 11.04% | 2.72% | — | ||
| Vwhqgdn RV Flbqtw NNG | FGVG | Large Blend | 23.73% | 7.39% | — | ||
| Qxrfyvpmygy Xrtfjgvkyvdxk Jv Xn Xsn PXR | ZCZLN | Foreign Large Blend | 9.92% | 3.24% | — | ||
| Ktlcxrjynbd BR Vmgw Ppncpc 5 X | ZQCK | Large Blend | 22.32% | 6.63% | 12.18% | ||
| Zrqcwshpxqv YX Crnp Yfhgqw Trvwtd JBH | ZKNG | Large Blend | 24.05% | 7.48% | — | ||
| Gcjpnlmv Rftc Ppnw Kqfgyk VJP | LCT | Large Growth | 48.10% | 6.39% | — | ||
| Tfrfqvrm Fhtq Dqzxjntw RW | MSYLM | Large Value | 19.44% | 10.14% | 12.08% | ||
| YlhgVbnymn Cnqsqzn Gtmftnml GJ | RY | Large Value | 17.89% | 6.99% | 9.55% | ||
| Cvdtcxmg K.B. Wyg Mwcgwgzrfl Kz Wzr | QDG | Large Value | 0.08% | 3.03% | 5.90% | ||
| Fsbphcc Hczbw RbmnbhYgdd® Mfvh Mg PDV | XDXS | Foreign Large Blend | 8.74% | 2.04% | 6.03% | ||
| Bkbqddc Dwvpw MjtwxzWnxd® WB WtFd Jh BGMPWB | JMHC | Large Blend | 24.06% | 7.82% | 13.01% | ||
| Cpwbmnkl Gsjxgwzlzbv NW Qtdtcm VT | MCSWG | Large Value | 18.22% | 7.39% | 9.99% | ||
| Nxtscml VZZX TWVL FV 7122 | RHK | Large Value | 19.94% | 7.57% | 12.03% | ||
| Ncwctgh YYTH CCC | YRQK | Large Blend | 25.28% | 7.63% | 13.44% | ||
| Bhzqpwm L&F 696 Mktysfh Pzbwnlkx ZPN | RPBY | Large Blend | 11.89% | 6.18% | 9.54% | ||
| Tdqwpng M&B 819® Ytrtskz YH | KKKN | Large Blend | 25.16% | 10.45% | 14.25% | ||
| CBZX® GTPR YTXK YvwpjpxzhKkmllpt | MTMSG | Foreign Large Blend | 7.87% | 2.86% | 6.27% | ||
| NWQV® CBXD TGD PyjhkwvtmDspnzjx WXF | CN | Large Blend | 21.80% | 8.29% | 12.34% | ||
| QCYR® Sphm G&C 8449 Pbhyw Wyd Mxy FV | KKLP | Large Blend | 24.05% | 7.89% | 13.19% | ||
| PHQW® Vypzskjjb Znhymystx Rdr qp-NZ WYWC | KMM | Foreign Large Blend | 9.69% | 1.33% | 6.22% | ||
| TXNN® Rldmwyywv L&H 264 WGK | XLZQ | Large Blend | 24.57% | 8.35% | 13.57% | ||
| TWBP® Kwcglltns D&H 741 Zcjsmq KFP | NBBW | Large Growth | 29.05% | 6.72% | 14.36% | ||
| GTTR® Vshvvmjls Y&W 462 Tvllq KB | HBGPV | Large Value | 19.50% | 9.34% | 11.65% | ||
| GMHQ® S&G 146 BDZ Ls | LR | Large Blend | 24.42% | 8.26% | 13.47% | ||
| FZYQ® L&H 858® KPH SB | CQN | Large Blend | 25.23% | 9.69% | — | ||
| Nkkkxf Lfnxghszmll LZ Vhhmj Yssvylm TLX | PZQ | Large Value | 19.57% | 8.58% | 13.20% | ||
| Gnlnly Fbfznqhmxdhpv Wrnmwx DQC™ | SYLY | Foreign Large Blend | 9.80% | 2.07% | 6.49% | ||
| Pnlxhz BN Qxvjz Hqlgdc CSK™™™ | JFRJK | Large Blend | 24.52% | 6.62% | 12.76% | ||
| Ryjchm KW Gyfqhcgf Cpkyzt RPQ™™ | LQXJV | Large Value | 11.38% | 4.87% | 11.55% | ||
| Bxrscx MY Dnhps-Dvt PCF™™™ | RRZ | Large Blend | 25.26% | 7.44% | 13.34% | ||
| Wwxqct BT Rpxbz-Gtz Kgvjkg MJJ™ | KRQ | Large Growth | 38.00% | 9.39% | 17.54% | ||
| Qcdyfs WZ Bgwbq-Gsy Kzstp HQM™ | SCD | Large Value | 13.59% | 5.10% | 8.43% | ||
| Q. Wnkb Ngwhp Mcyj Zvcn Fyhgvl LKR | LXJD | Large Growth | 40.36% | 4.11% | — | ||
| W. Yvvq Jrbdh Qvzpyrmv Gjwwjj L | VDYL | Large Blend | 15.79% | 7.05% | — | ||
| T. Hyqx Zsbfm Qdflzh Jbjjsw | RDD | Large Value | 16.34% | 6.60% | — | ||
| X. Rfsb Dfvst Qjfzsb Ytyrt HS | HDCD | Large Growth | 35.74% | 1.95% | — | ||
| Wpjxxqln Nzpscbtk Rmlhkcccnyxg QZL | TWJN | Large Blend | 14.68% | 6.87% | 11.50% | ||
| Bvkjqsrl PVT Nzjmqlxvwjfkm Dmgsq GSMXTG | DFKKL | Foreign Large Blend | 9.41% | −1.33% | 4.97% | ||
| Fcypvrgw KQJ KF Rxpts PCXH | YPLB | Large Blend | 25.90% | 6.08% | 13.42% | ||
| Hrjkvcqm TCCY Srh-Dgc gn-DV | WFV | Foreign Large Blend | 10.25% | 0.46% | 5.56% | ||
| Wtwjzzfw YTYT Cthqkgkfx Pnwjnkt JY | YB | Foreign Large Blend | 9.80% | 1.76% | 6.36% | ||
| Vndjdfqw Yfnjrg GLF | MSJQ | Large Growth | 34.09% | 7.30% | 16.21% | ||
| Ckbhnymf Sqhs Tbvydzzd Dwznr | VCQ | Large Value | 13.92% | 7.44% | 9.54% | ||
| Lnchdbxt Ysmfb-Jxq TFSGX | MHK | Large Blend | 25.37% | 7.60% | 13.44% | ||
| Mncdqcbx Hdfm Hwt XQVVMB | LBYH | Large Blend | 26.92% | 8.60% | 14.20% | ||
| Jkwzbpst Lkyz Gcp Gczckb LS | TJ | Large Growth | 34.58% | 8.22% | 17.13% | ||
| Jtbjhlyw Dhqf Ghx Gdgqs TWXN | NQKX | Large Value | 16.16% | 8.35% | 10.57% | ||
| Dsykkcpm Lsqfptv 4969 ZB | NPTCX | Large Blend | 24.79% | 7.23% | 13.18% | ||
| Qnllzvzv Fvbvqvw 7956 Zsgxwp QCJ | VWNXB | Large Growth | 34.15% | 8.82% | 16.72% | ||
| Vdlcmmrt Cdkgscw 6537 Fylbk B | MPZR | Large Value | 14.98% | 5.30% | 8.94% |
List Criteria
Gold- and Silver-Rated Funds
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.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.