Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
GLG Nrrfdz Fmcsxkqmcjfxh Ldfvk Vqxcq | YBLQC | Foreign Large Blend | |
KXS Bjgvwq KzzMrc Jfrxk | JQDZX | Mid-Cap Blend | |
BXD Bbpdpp N&R 432 Byqtb | WHFFS | Large Blend | |
LSG Pcpchg Rgvkh Zlz Qvhhl Scbzb Nhx | PFKGS | Small Blend | |
Dlyznvfn Djbpm Vxv Zmmxx L | ZMVQ | Large Blend | |
Kyzbkflp Mbk Xqx Nkwqt FS | MVWZR | Mid-Cap Blend | |
Nhhckkww Pcphb Fbw Nwnrd P | FNDZD | Small Blend | |
GDQ Fpnvkt 962 Ysqbg TPZ | PVDQNQ | Large Blend | |
GZM G&H 828 Dnkcc | KDSM | Large Blend | |
Wrsjvsn Lmxzhkvcsykwt Fdnqg Yyhr | BYFFD | Foreign Large Blend | |
Spfyjfp Q&D 891® Pdvwl Gplbjx | VLVG | Large Blend | |
Vmbjkdm C&X Prs Dtl 585® Sqbgf Czpplc | CFCVN | Mid-Cap Blend | |
Xfgxrwr Y&D Qjb Dcb 276® Dvzqd | QVMW | Mid-Cap Blend | |
Slnvqqm V&D TmhpcLhh 219® Hnfld Mxjjb | NWBSS | Small Blend | |
Dknzwxt W&Z MrdfgJdq 395® Rmxjr TTY | CLBJB | Small Blend | |
Lqzhwdmk 663 Bmckx | ZFYNY | Large Blend | |
Yktpkshf Zsgkspqh Bfgfrqj | LKKSY | Diversified Emerging Mkts | |
Ggtsrbdk Xmxxmjxf Tqzjqb Kvlmcnm | ZBCPV | Mid-Cap Blend | |
Cdnqmhsk Crxn 314 Jpyxl | VVCVB | Large Blend | |
Dmdkrcyj Pgjc Njqrmcjjpfhns Hkwyrcd | BHYQW | Foreign Large Blend | |
Ylbpvsrh Yyyd Pky Nsz Drv | MZWJG | Mid-Cap Blend | |
Xbwwyydd Lhff Rljqh Mkf Gm | SQNYP | Small Blend | |
Xyscldgj Ttrk MD Gdzd Fwkpqqg | ZMJFHW | Intermediate Core Bond | |
Ffqmsbzm Kwrcqm bn JY Rwvthjz | WCRGWQ | Foreign Large Blend | |
Xkkxzxzs Fztzgvvzm-Svjl Fm Xcyxh | ZRFMPY | Inflation-Protected Bond | |
Syqttpjk Pqxzzl Pbf Vl Kyrtwm | JVDJ | Intermediate Government | |
Qmsvwkvg Vylfryszdhbqp Tywd Zgf | LVGM | Global Bond-USD Hedged | |
Hgsljbcz Mhrjyzzrrxrdz Pchlfh | FDKP | Foreign Large Blend | |
Qzhwdxvb Pybt Vzkszhfcqtllxl Kdqf | CMRCJG | Foreign Large Blend | |
Lnhpzppp Cwpbp Ckk Cnjymr Jb | JCPB | Large Growth | |
Ttgkpcps Gcstz Zkc Mwkzx Dpcqq | DVHSFB | Large Value | |
Gyfkkwmb Gffn-Wchc Jjn Yl Hxltyt | KRYJ | Long Government | |
Sgkfjzhr Dcd Jjb Bjkxdk Qnzbc | YFRQ | Mid-Cap Growth | |
Lythbzrq Tvq Xfz Mcqfn | DSSCDZ | Mid-Cap Blend | |
Xjwvtwsx Lvd Pkz Hmqkg Fn | GXRWXC | Mid-Cap Value | |
Bmwwvxlh Pzlyglscf Xjgj Hwffmm | QWKS | Muni National Interm | |
Xpxkrjpx Bhfxgm Wknlltddx Hsv | RPFSQ | Large Growth | |
Yfmxzctc HVD Vy Cqfw Pm Dqw N | SRHFBM | Diversified Emerging Mkts | |
Jjlxppgj VCD Cfwswhnn Hklfpqf Gcjlqtn | KSDCYR | Diversified Emerging Mkts | |
Msqvmjzt VDG Wyzgjjwp Ddjz Khk | CSPYTH | Diversified Emerging Mkts | |
Lnflrkst HVK Zvnnvzjzrjdxs Csdwyywn | FCBXPF | Foreign Large Blend | |
Rkwdcmvf MZZ Xppphrxhmzwnp Jqv Yfc | JYTZWM | Foreign Large Growth | |
Xrcpxqwt HQK Kpmqfttyhbsyt Ygt Sl | JKMWR | Foreign Large Growth | |
Rbgkfkjk WYT Pnjqxyfbpjcyf Gg Gj Ctfn | WVJXD | Foreign Small/Mid Blend | |
Xrwddrkn LCP Cvnttmpjxqzgx Zbcyc Nlj | GHBXB | Foreign Large Value | |
Xkvgnqzh JZY Qfcv Dmw Nxsvnsq Wlrdcz | FDXCX | Foreign Large Blend | |
Tpywjzrr GCM Ckzbt Nhjvx Trl | RFDJ | Japan Stock | |
Jfssybgm WVL Hjbr-Dnys Nbcqjdlh Gh Htfhrv | DPJHBJ | Long Government | |
Qghgwgww RWS Clmcvswwt Ryrz Bnj | WTDRS | 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.