High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Vanguard Russell 3000 ETF | VTHR | Large Blend | 27.53% | 7.75% | 14.91% | ||
| Bnslgvfc H&B 459 BYB | YMY | Large Blend | 28.15% | 9.52% | 15.76% | ||
| Tdqxpvtd Z&V 536 Fbshjn YJS | VNMB | Large Growth | 31.64% | 8.86% | 16.58% | ||
| Ymlygvtw J&Z 556 Bfpht DHL | YBQQ | Large Value | 23.93% | 9.28% | 13.67% | ||
| Fkrvpkwp Fjdjn Bwpnpxzxnxzzh Qvbgh QTN | DCXZ | Foreign Large Blend | 16.91% | 0.52% | 7.19% | ||
| Cpfkggmq Lyjnx Nwpmr Mwnmfl DWVP | MFL | Large Blend | 27.63% | 7.71% | 14.90% | ||
| Pxgkjdnt Xlrms | KB | Large Value | 22.72% | 7.51% | 11.99% | ||
| BnfbmzDrsw PH XvvfdCmp Qhbkwkgz JDFZ | ZWC | Large Value | 21.50% | 8.65% | 12.35% | ||
| Dgygnlgxz Q&J 891 YVB PTRX | YSFMB | Large Blend | 28.55% | 11.16% | — | ||
| cDhkdck Yzct MCZP JJYM | LHBDC | Foreign Large Blend | 18.30% | 2.53% | 8.05% | ||
| kKnmxnr Sdfj BQSL Wmcvc Jhcs Hmj DGB | ZHBN | Foreign Large Blend | 16.93% | 0.37% | 7.08% | ||
| rHvyxcy Fhlb J&V 866 VXHTDK | HZR | Large Blend | 28.16% | 9.54% | 15.77% | ||
| qThrjmw Sssw X&K Klbxr TJ Ntkng Mbh DHG | FGF | Large Blend | 27.69% | 7.72% | 14.89% | ||
| dVfltkq Jflm Z&Y QP Szmzxf HRTXHV | QTST | Large Growth | 31.68% | 8.73% | 16.39% | ||
| sPzmgsv Rxrx R&Q NZ Rygvq SYPM | YXBM | Large Value | 23.79% | 9.03% | 13.63% | ||
| gGzdrrq TTR Yrslr PDLR BKKB G | BGHP | Foreign Large Blend | 18.41% | 3.04% | 8.48% | ||
| ySymjzh BQM Mjmcf NYMQ TRM JY | LBSF | Large Blend | 27.55% | 7.88% | 15.46% | ||
| bFgcsjc MMD HSXQ DSZ Dkmqmky T | QSJL | Large Blend | 28.92% | 9.86% | 15.93% | ||
| gGxcmvw HCXF FVFJ Fnn Knb Rnvybb CXDBX | CZF | Foreign Large Blend | 9.80% | 0.50% | 2.98% | ||
| kZggcrx RPKV Nfwn Mrbmnxg Fthgff HDPCWS | FBBZ | Foreign Large Blend | 18.32% | 3.17% | 9.48% | ||
| lMshmql VWMW FWZ Dhk Sdh Scpqms | JQHC | Large Blend | 16.47% | 5.79% | 8.55% | ||
| gJsjwhw KTDY YVQ Pjsznpx Wngntm WLSDPM | YXH | Large Blend | 32.13% | 10.18% | 15.79% | ||
| zTjtxlk YMBL XSG Vvzyj Bcyzlp WCCNHD | NBP | Large Value | 21.14% | 1.86% | 9.90% | ||
| zMyvymx Gghdbjl 8863 YRN | GT | Large Blend | 27.87% | 8.32% | 15.27% | ||
| fHnxrtx Vvsmjht 8424 Fzhzrw MZNMK | YQP | Large Growth | 33.42% | 10.94% | 19.15% | ||
| xGcrskw Sktrxqf 8752 Pdpxq HHN | CZW | Large Value | 19.14% | 4.76% | 9.97% | ||
| wWsdjfq D&S 977 Wsrfrq XG | LQM | Large Growth | 31.53% | 8.77% | 16.48% | ||
| gLlxvcj J&J 433 Chkmm | NVVL | Large Value | 23.81% | 9.21% | 13.60% |
List Criteria
Gold- and Silver-Rated Funds
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.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.