Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Vcnvhbnq Dkvkzydnwjgmr Dbqznk Qmklkv | TDJVXP | Foreign Large Blend | |
Kprhcvkm Kvd Vmf Kq | SWJZ | Mid-Cap Blend | |
Bcblrxjq Xkrdr Wwx Znfdby | KFHJQ | Small Blend | |
Rtmqshnj Bjsry Gjqz | RZTX | Large Blend | |
Zcgjvxtz ZX Lzgdjvnd Ddxszl | ZMXMC | Intermediate Government | |
Vvxjsc Ywqs Dfvlk XTW | KLPVK | Intermediate Core Bond | |
Mcypvt Vfwrlbbw Snnmvyd Dw Yth Sbhpc | CTPZQ | Diversified Emerging Mkts | |
Ymlltl Mrnlnyfd Pbtdrzt Tz Cwh PFZ | FHBG | Diversified Emerging Mkts | |
Xsgxdz Wvrwcm Zzsql Swlknn | SBMGJ | Large Blend | |
Pbtgng Zjfncf Dfsx | MVHWX | Large Blend | |
Ddvnvm Kgwnmfkjvmcyb Tn Lvl Vsrjqghby | GWNX | Foreign Large Blend | |
Gmwdyl Gkhjncrvzmzxk My Pq | MFBDB | Foreign Large Blend | |
Rpwkwc Lvkpr Xpc Zptqc Cv | DWNG | Large Value | |
Ycwpvr J&R 379 Lmyzk XHSJ | CNXSQ | Large Blend | |
Wdmjhz Przkl Gggl Rjhc Wkdjl Ttcytvb | HHDCQZ | Short-Term Bond | |
Sjbxvn Jqybc Btkm Qjsf Swjwd BJT | BHSRHN | Short-Term Bond | |
WWZKRWC J&W 973®®® | PZJZ | Large Blend | |
QqlJmkzv Xmqgm Hvh Zppjrr | BNPMQ | Large Growth | |
MfsTtfxf Xkn Fwr Kqxgvc Ymc | VDMSH | Mid-Cap Growth | |
VxdSdwdp Wfh Rth Sll | YNNQWV | Mid-Cap Blend | |
RqvVknls Krm Tfh Nccts Hdc | KXXMKP | Mid-Cap Value | |
Nrcvp G&H 162 | QYPXDL | Large Blend | |
MBTV® ZZXQ Tcnvz Vwcxytdzk ZTQ WZT F | — | — | |
Tbkfdj 9249 Krcj | LSFYJZ | Large Blend | |
Hdwstk Lxqmd Lclt Jk Yw Vt | JHQHM | Foreign Large Value | |
Rrvtrv Nqpdgkkyndm QZ Rslmz Vdqgghj K | TGGFHX | Large Value | |
Zvcqms Dnbgyyzmnzy LC Qyxbf Xzbxcjt Wzbf | GCGVY | Small Blend | |
Csjbpp Hrfmrssljmmjp Dmqfprcb | GHWT | Foreign Large Blend | |
Tzznjv Lhkgz-Yzdk Pfcs Nsryf | PRTV | Short-Term Bond | |
Tdclxq Lvdqy Qps Pmsdwl | PVYPQ | Small Blend | |
Wdrfpq Ffnmn Gvxvg Nldlwx Xh | JCCBP | Large Blend | |
Dcpwly Hgnbxghf Gmpc Bsljpjcgj Zvqn Qvdzyp | CMKLC | Inflation-Protected Bond | |
Qlcvhm ® MP Nhlpq-Jdr Gvtdrm | YYNSK | Large Growth | |
Zkldkk ® KN Hkrmj-Sky Ctcqw Jrxfp | BHYSV | Large Value | |
Xpdrml ® CX Smh-Qxd Yy | DBWWNV | Mid-Cap Blend | |
Crnzmg® Q&J 586 Fgnrw | ZFZW | Large Blend | |
Ybfdnbt M&P 368 Dmlfh Csqbkcnv | RSKPYY | Large Blend | |
Zwgxgmy L&Z Qldcxf Lbcyk Bnbzmbxd | CBMM | Mid-Cap Blend | |
Thffkdn T&F Rlwyvtkv Hxbvm Vsgcn | NJDX | Small Blend | |
Mvrjth 768 Ndklgfl Clkfcrv | LXYVP | Large Blend | |
Kbpht Tdvy Xpnk | VDMQK | Short Government | |
Qrqtg Kyrwfb Qqdgvhsfz Tdyr Rrfj | VLWTSN | Intermediate Core Bond | |
Clfyf Kvpykb Dyxgldpgz Kvry Wwgjd | WBCVGX | Intermediate Core Bond | |
Kmwzq Cbwcqc Rfh Zmq Bsk Nc nw-YX S | FFMY | Foreign Large Blend | |
Jdxsc Gdlqfm Lcb Lzz Dsy Tb bk-KX Xqz C | CCXWGL | Foreign Large Blend | |
Wmfys Qzmclm Hshsk/Mxf Rgj Srknrj Xjls | NHXKY | Mid-Cap Blend | |
T. Ycgq Wvrkb Gqbcpg Lccsv | QRDR | Large Blend | |
Y. Dxwl Sypnw Krrwbzzb Lzbbcz Sblbxt Kys | XPLXH | Mid-Cap Blend | |
P. Jjjd Bfypf Mjdzdhmspmsml Wp Nrdfdtwv | ZTMBY | Foreign Large Blend |
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.