Core Medalist ETFs
These ETFs have what it takes to win in the long run.
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Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|---|
iShares U.S. Equity Factor ETF | LRGF | Large Blend | 31.64% | 9.66% | 13.26% | ||
lTpxtdt HL Zhdszrbb Kpdw PKMNN | NKFZW | Intermediate Government | −1.72% | −3.43% | −0.42% |
List Criteria
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.