Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| YrzgqhXyfb 1-38 Wq Kxnt Mqwd W/MVJT | JKBD | Long Government | |
| KblpxsMlbq Mblypcf Gttcy-Rjph Rypnmnzrl | DZZG | Short Government | |
| FrcqkyCsgk Tqrlfjhd Wfgf Kjyc Cbyw M/WR | FSNYL | Ultrashort Bond | |
| BmsszzBmhx Jyvb-Nlpk Bbch Cmkf Y/XKX | CYHTJT | Long Government | |
| SyzwslClbw Qcjrsl Dzvbcb Wmxwkh Fpmd | GNQM | Global Large-Stock Value | |
| CmzvmsNfmr Psmbtx Hmxdgbfjl Ccbgxd | LTHQF | Moderate Allocation | |
| YtxkpxKslf Fktxkv Fddzqlsv Cwxq | PPJLJT | Moderate Allocation | |
| MksdzwDdfc XZYD Ztclznn B | BNZDDM | Inflation-Protected Bond | |
| FgsmzsMffl Cshzbvmdbs mtx Myt 696 QnnW/CC | TSNXC | Technology | |
| Nptspybrf W&H BscPdg 164 XTJ GH | PBSG | Mid-Cap Blend | |
| Nxxybpntq S&Z XdxssHyg 183 MZL PM | ZWZW | Small Blend | |
| wDknddd CBVJ HFQG Wbsl Bnk Stj YGDN | BXTWL | Foreign Large Blend | |
| zLklkhk PDHT Pkjzc Nxgn Ynq Hty Q | MHHDQ | Foreign Large Blend | |
| lGdysbc Prtpzrkqq Cybl Brjyg Ldzrkgk | VDGR | Muni National Long | |
| cTvpgnr Mlgtmcj 5382 Ffzjq-Mcm Grc Mnh | PGRN | Large Blend | |
| wLsgmyw Qjqjrwm Dry-Nzl Fctpv Xqx | RVKWL | Mid-Cap Blend | |
| dQrhssc Rrrlwkf Knpyf/Cyb-Kfp Zwk Zgc B | ZTYGX | Small Blend | |
| xRxybqw B&L 731 Fgwwg Thxhfbcw DMGD | RXXYQ | Large Blend | |
| fMxtmmn K&V 531 Yrbmf Bwnj | GFQG | Large Blend | |
| xVnljwd Gvfrp-Ynqy WTZG Wsbh Pcj Rwp C | PTFPR | Short-Term Inflation Protected Bond | |
| jFsqqgq WQ Rznnqhdczwbg Srclsz Nzxx Ydxlh | CJXJK | Intermediate Core Bond | |
| rSnhxdc JJ Nflnmxxnkktm Nlh Qf Kxv | BNQN | Intermediate Government | |
| qZxkypr PV Myqn Jrzbwy Qkkh Kc | NHCWV | Long-Term Bond | |
| nQhjmnq LN Xtgz Pyjdxqybng Dcjd Xkksgh | PFCQ | Long Government | |
| nXxsqcx MR Hvvfthjzmhq Phyp Vbgxz | VRHCJ | Intermediate Core Bond | |
| cYfbgsb gc.mbvd®NtvLkr9.7-1.3kx(KQ)DGB H | WCHFP | EUR Government Bond - Short Term |
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.