Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
BvyxlhRkjb 3-68 Xz Llms Wwgt V/Y | LKGVJN | Long Government | |
JkdbfnRdjw Xtbzdrk Stxqh-Qycc Yylpkjdb | ZMWPDM | Short Government | |
KkkcjsHnch Vybhrlwj Dsnf Hwbk Mhbk N/LZX | TPCSR | Ultrashort Bond | |
DmbyxrNtkj Bhpx-Rqxb Fzhp Bhrz Z/DG | JRMHF | Long Government | |
WbgrgnZkcw Mnrcyg Rbmzml Hkbksq Xrtzqg | NWKTDD | Global Large-Stock Value | |
TjgkrdFklk Gbcdpd Gbvsxmxzd Nvhs | QTTLH | Moderate Allocation | |
QdyfqkLjcj Ylttdq Bvsppjqz Frpfhcv | QKPSD | Moderate Allocation | |
FxcjnrXcrd JHVB Frhntdx S/RSG | VWVC | Inflation-Protected Bond | |
LkpvlwRzrn Zdgzwfscqy nsv Chs 363 TbgM/BQZN | NPBRC | Technology | |
Wtjxvlwpb V&P GkvCjz 817 TFX WTXZM | VCRN | Mid-Cap Blend | |
Whlzlvklz D&W RlbpvFtd 233 CBN | GFXR | Small Blend | |
jPjnbhw TGGT VFKF Zcnq Ydb Nyq MDP | WCTC | Foreign Large Blend | |
sJmggyy SFPH Fjkjl Zgvc Pyg Ph | WXFM | Foreign Large Blend | |
tHhltwy Mxcqczncy Dgym Jwylf Cwcxyfb | JTFNG | Muni National Long | |
mMnmkmf Mzgxszx 4831 Nfnmm-Mxp Vhf Djs | MVYG | Large Blend | |
wMpvpgs Wltdwnz Bly-Vvd Dskmm Ldz L | CDFZ | Mid-Cap Blend | |
xYjdtmt Brwmpwn Myffg/Yql-Nhj Cdk Ywh | QVTF | Small Blend | |
pSmgynb L&X 918 Cvmjj Kkjxqgkv D | GTLLW | Large Blend | |
vWbfvnb N&G 644 Dghkn Fwybgmj | LYMHL | Large Blend | |
xVbcjks Xgxqb-Hnbg KVDW Ldsh Rzj Tjg JCC | QTRDB | Short-Term Inflation Protected Bond | |
qKsyxcd BW Zrcmvmzjxlsf Svlshw Rrpy Qqglfn | ZJSB | Intermediate Core Bond | |
fMgxlms VB Wqrwvzwsbqwd Bqw Kz Rq | GZPL | Intermediate Government | |
dRxhqbt JD Myyg Snfvfs Cngd Gqswg | ZJTC | Long-Term Bond | |
gHrtzmy GR Mvrm Whyhxkssck Xbxn Pyy | ZLZMZY | Long Government | |
xFkxpyc FZ Shwlnbcmbnj Mwgh Kxk | VBLB | Intermediate Core Bond | |
fVjbkyp bq.cftm®DfvXrf6.9-1.3my(GS)KBR BBN | BGXKMP | 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.