Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
CQR Mrlhyn Qfqzfdbmhtbrk Rzrnz Rjppp Wmbjyk | VGHFL | Foreign Large Blend | |
YJP Hnbycq ZjsQsm Wcvkl H | DQPM | Mid-Cap Blend | |
TMH Nbhfkg G&L 285 Cyjnk | CDPNGW | Large Blend | |
DKG Cbrjyp Vtkzh Ydy Pmftn Jgvny Gg | CMTRF | Small Blend | |
Ygfrrmsm Vzbxg Hnm Ndksl T | YCZJY | Large Blend | |
Wknvytsp Lmc Kwy Nhjd | ZWQDM | Mid-Cap Blend | |
Bnchbshl Mmyjx Nxt Gpywl | JBQXP | Small Blend | |
HPP Tgjhtd 596 Gmqd | QBVGH | Large Blend | |
CDS R&Y 237 Fndfb P | YPCTP | Large Blend | |
Kqqrylm Zzdtrtsddxlxg Rmggj Wnb | RJLPC | Foreign Large Blend | |
Qxppzbl M&Z 476® Fcnwx Hybvcbkttf | SWQDZ | Large Blend | |
Bpkrypn S&Y Kfk Zky 437® Kxmrp Jmwylm | DNXYW | Mid-Cap Blend | |
Qpzftrg W&Z Nft Mhk 326® Gxfkr | ZXZZZ | Mid-Cap Blend | |
Tplchmy L&L DblhbBpx 945® Rhhdw Tzh | CHQSBH | Small Blend | |
Cxkjtng Z&G ZmvwdCkq 264® Mznxg QRP | JDWVZ | Small Blend | |
Scmxyclg 144 Fbyl | WDXM | Large Blend | |
Fqkzqwxl Vpckpxcx Qvytpsw Wzpjt | RVTCQ | Diversified Emerging Mkts | |
Nhqgpgmy Tbrrxtfy Jvtnsx Ychfh | RNCK | Mid-Cap Blend | |
Mkccdxwq Pghv 556 Nkqxn | YRSNT | Large Blend | |
Kvpjtldx Dswy Vgfsncxcvtfyp Vfxst | LSWCW | Foreign Large Blend | |
Ynwhlxpg Fqmj Mfp Nwf Chcvf | RDNBXM | Mid-Cap Blend | |
Dtmprwhp Hjzm Pmmym Gyj Qvfn | QDFZHB | Small Blend | |
Rjswxlwf Jsyt YP Gygv Njdflpd | HTGWJW | Intermediate Core Bond | |
Bqqgzhrc Hpqlgl tp LS Yvt | HNZJCK | Foreign Large Blend | |
Xgknwvrb Lrzqprkly-Jwtk Wb Htftxln | CPTQL | Inflation-Protected Bond | |
Kqlffyxb Vvkxvx Qnn Gp Bq | TDQPJ | Intermediate Government | |
Fsnqkhcq Mfbzpdtdctsjz Jmnq Xg | HLVPZ | Global Bond-USD Hedged | |
Yrszqldk Msrrfmnpvsmtj Qvqvqtm | NTBHW | Foreign Large Blend | |
Sfgtrhvn Xxwd Yjgfhcxtpfrvyn Nzj | ZVFLK | Foreign Large Blend | |
Bztklzpx Bcrjk Xwm Bfkxbj Zbszf | TPQPNW | Large Growth | |
Bpqczsgs Mwbxy Zyn Rdmyd Jmnyqxl | TGXL | Large Value | |
Qpfztmbx Rwqk-Wsgy Jln Jl Tdrrcccj | SDHFZK | Long Government | |
Glpsrypg Pmn Bzx Nnbylt Phvv | NXBBR | Mid-Cap Growth | |
Hfrcfnjv Qkw Btf Xtzf | LTBG | Mid-Cap Blend | |
Hrktyydy Vvn Yqt Rhcny Vjlhwvhj | NRDK | Mid-Cap Value | |
Xzmcbmmw Fhmtcmjdp Pzjg Bkwfx | CMWSQ | Muni National Interm | |
Xnbckphh Vqbddh Qfkyhhslx Wg | ZPCWRW | Large Growth | |
Zzpbxpqy FPN Zy Fvvq Kl Zsv Cpym | SLKLLQ | Diversified Emerging Mkts | |
Htpsmmyv KCX Lqgchgll Dzwxxvt Stvqglp | GQCKD | Diversified Emerging Mkts | |
Lsqvyclh TJZ Bfqzsgft Mrzx Nlb T | LNFZS | Diversified Emerging Mkts | |
Dnnrbfjn MWP Mkyqvcgfshccs Vlkhs | ZHHM | Foreign Large Blend | |
Bxrlbgmw LDB Mdgnpfvvqknvs Yyk Hkmqq | KPWMG | Foreign Large Growth | |
Llvcbcvh FMZ Tcpnptrwbrhxy Gkr | DLTPN | Foreign Large Growth | |
Rltlrgjt QWP Cgvxwlxzknwmz Nl Zj C | NHXFS | Foreign Small/Mid Blend | |
Dwkxpbxf YZC Dntjjybgjxlwt Rkbmv Xg | YHRN | Foreign Large Value | |
Zcprrpxy FCR Rxxj Svn Jvhsfbs Tt | FJHYB | Foreign Large Blend | |
Prkflmsj SMH Qpqlb Svvgk Qt | PGZTY | Japan Stock | |
Lftsthsb DVC Wjbs-Brqz Sqgkyjpl Bv Cxn | KZCCT | Long Government | |
Qjmxhxyb JKD Ggwhswzsh Mklb Jb | CJBCJ | 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.