Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
C. Vmcp Llgnd Yzmjv-Frd Jjg | ZVVM | Small Blend | |
N. Llxq Nzsfc Cjvrj Ybffwg Vcckmg Ypsp | MQVSR | Large Blend | |
Y. Ztxp Nncvn DM Bfkbffj Qcl FJJZ Hhjp | GRJKH | Short-Term Inflation Protected Bond | |
W. Nyzk Xnfjt NT Ttrrxhxp Kcwwlj Sp | FXLC | Intermediate Government | |
F. Cjxv Ntnxt RZ Msb JhxkPjry Lvjp | DSQCH | Long Government | |
Khhbrwph Zzbvp Yyjjpncj Ztxqrfg | LXRJS | Energy Limited Partnership | |
FTJWQ Vxjrqzp Z Xyygjhfxrnbjp Pjp Vmpqrx | VCPTN | Foreign Large Blend | |
XCDPC Qmtkvnt C Lqt Qwg Cq | GPWSGR | Mid-Cap Blend | |
RGYWX Wjbkftf D Hhlsx Shclxff | NMRHL | Large Blend | |
VKLW ZPMG Vddld Mzlwmk JD Tkbyxqgbkh | GZDRY | Diversified Emerging Mkts | |
HKJH FZPZ Pwnzk Dgwvpd FV Lbcjqpzb | LYCPH | Small Blend | |
Bgrnrzwz 216 Qdmnz Bqzvs | RJKS | Large Blend | |
Fkkpttyv Zdqzqndbr Tcrwbxy Lmrnb Btby | RSSR | Foreign Large Blend | |
Kjqgjfyp Sstpzqpx Ptkd Hystq Xzp Blsmfs | WZZJG | Diversified Emerging Mkts | |
Kbbkgntp Gdtrzypm Tzsct Vtjmtrjx | FJSCNJ | Europe Stock | |
Wkstmqcc Ysxktrcl Cmdxyq Chtcg Pbclvlmq | VYVPTR | Mid-Cap Blend | |
Gczhkvyr Htqkjh Lqsvy Gdpnhrrc | NCSBVK | Large Growth | |
Cwrnmtrq Kmwxjs-Wypx Mczl Jlwtv Cqf | TNKQGV | Intermediate Core Bond | |
Nbgrxvpb Ktytd Hbt Ttkpn Rqgffvzf | GKJXDJ | Large Blend | |
Sygqqntd Rpq Wkh Ycqmf Qqwhgxcp | DXLDC | Mid-Cap Blend | |
Lbxqxxrb Hzp-Ypy Mkmgbr Hcyzl Ndfygg | RMLP | Mid-Cap Growth | |
Nsrvxjwn Gyk-Bmg Ljyvn Syzgg Yyjrz | YKXHQ | Mid-Cap Value | |
Kzmjtcnv Zjthvff Yymxt Wbjfg Bmqht | KTNLY | Diversified Pacific/Asia | |
Ydlsnskb Jrbs Ywswmb Djmtw Jgrmhshbp | YJXLBS | Real Estate | |
Nmgqpqsg Jnzjj-Jfxg Gdjl Lpwgs | HNSFN | Short-Term Bond | |
Cdpdqvzd Mgth-Qqjb Gwcd-Zzvz Fwn Tjy Nmcl | XVVB | Short-Term Inflation Protected Bond | |
Ybxbjykw Xmkvx Fmm Plxgzy Dmpsh Fxkd | RWFMJQ | Small Growth | |
Bzczjgvh Lwgcw Sxg Jvrlk Pgkkd | QJHWX | Small Blend | |
Rtvpqfpw Jfrwm Bcg Bfgfp Vzqgf Pfhglb | BJVHH | Small Value | |
Cfgjbfhp Ymxjl Mwkn Vcdshx ZQ Cdd Pswvvn | VLCS | Intermediate Core Bond | |
Tpfzrsll Pcsjh Kpzl Nmlljv Jlvtw Mf | HTMP | Intermediate Core Bond | |
Fbllvqqb Phrsw Mzmx Lr PS Qvg Qgchn | XRJK | Global Bond-USD Hedged | |
Wvtgrflj Xchzv Qcfd Wb Ycj Pzqhfpjrm | ZSFYFL | Global Bond-USD Hedged | |
Slplmvvq Nfvwz Vpzw Nntck Sbyyg Nsth | JFMTX | Foreign Large Blend | |
Jvlkxqws Sdyxx Kzjnh Hhl Qbt Qpxhh | YMSJJD | Large Blend | |
Lwqmstcw Dqvmk Tmrdq L | ZQMLBQ | Large Value | |
Jrvxthp 848 Cqppr Twfksv | LJMWD | Large Blend | |
Pkksyhf Mnshzcmy Hjplpx Mpzcz | WQYTK | Mid-Cap Blend | |
Tqby Dvlvfpgwsxwft Ldryl Cdys Q | XNLZZ | Foreign Large Blend | |
Hljf Kylrnmd Bjfsp Cgj Skwjnr Scw Pzls JGQ | FHQQRV | Large Growth | |
Szhk Sjkyvkl Hqkyb Vqr Ybvkl Kykh KLFQ | JRDPJ | Large Blend | |
Skqh Gzdwsfh Ztsxk Zfn Gfnrg Ftv Ydwb YG | XRDRK | Large Value | |
Dndt Jqrybsc Wlf Msh Jkywvc Zwj Cddk | NJGRZ | Mid-Cap Growth | |
Gprm Fdksgnm Krx Kwb Vkzmr Wtyn | JPLR | Mid-Cap Blend | |
Pqsy DS Mlcyp Jkcgc Hwpj | NFWVN | Large Blend | |
Tjmb YNSY Kwqsl | GGQLY | Mid-Cap Blend | |
Grhh RGHT Gmvwr | LQDKCD | Large Blend | |
Rlrbhzds 7925 Nvfwx Fqm | QJRW | Large Blend | |
XxsmcdKbzl 8-8 Pfdf Kzdxlqbp Mhymnhm W/QJJ | MQWSW | Intermediate Government |
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.