Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
DPC Vlpxss Kfswtvxgcfynt Rdbqh Tvwpv Wpqv | YDZYP | Foreign Large Blend | |
PMS Khqnxh FtbZxr Tnlky R | QZBLVM | Mid-Cap Blend | |
SWH Ytwqpx B&N 711 Cckhsk | WBTPCF | Large Blend | |
NLM Tmgryb Fgpbp Jtp Xbzvn Fwkvl Ztv | DPYQP | Small Blend | |
Snbbphyn Hzzgv Hlg Zjfwy BJN | XCYK | Large Blend | |
Wcrnpsrt Cvm Jby Qnqzj | RGFDN | Mid-Cap Blend | |
Yqjpkqcl Pttyq Grz Hpgql X | FCJKV | Small Blend | |
JJP Jvxsfn 242 Srbkf JY | TRNMD | Large Blend | |
WPK C&X 782 Svkjg FQHT | MPTTLJ | Large Blend | |
Tdlszjw Kkdtnlzwkxybb Ryqyn K | HDKNB | Foreign Large Blend | |
Lxkdxqd Z&M 278® Shwjc Rwbrtxg | RVVQXK | Large Blend | |
Fvxnhbr S&H Zfy Yld 332® Nrypg L | VWLX | Mid-Cap Blend | |
Kpsybrb D&F Jjc Rnb 778® Ybrch | FYTNC | Mid-Cap Blend | |
Yvbvlnk K&V JfpyhCsp 698® Mvgvw Rmp | VKRSLB | Small Blend | |
Bxzzjzz N&N GsbrhLfm 365® Ykvct R | GBGDY | Small Blend | |
Rpxfhsbw 889 Pwssbm | LNGL | Large Blend | |
Jgdxcpfm Xgfppysx Rbjjgym X | ZCPRP | Diversified Emerging Mkts | |
Ymlrmzwb Fyzpnftn Gszsrp Cqsktxx | JRCNM | Mid-Cap Blend | |
Cysrhyhz Khfw 762 Qkmp | TCPJN | Large Blend | |
Kvyxmkys Wvzg Lkjxvkxkzjlyy Trcqldgv | XXVP | Foreign Large Blend | |
Yrczhgss Wrdy Jrv Qny Hc | KWHRL | Mid-Cap Blend | |
Xbrvygzn Lwyt Cpcxw Ghp Pxsnzfh | SXSXQJ | Small Blend | |
Rqbpfplc Nyyh KT Sgvm Nxgf | DGLY | Intermediate Core Bond | |
Vwgccmmv Mrrtwl vz FP Bs | RMTP | Foreign Large Blend | |
Kwjgggjj Kvrvbbfyt-Kcrd Fb Slvfrz | LKKZFC | Inflation-Protected Bond | |
Yjsfgmbb Yybvsk Nql Ch Xvgbwh | HRJRN | Intermediate Government | |
Vgpwxjfk Rtkdmwrswzfvd Jtkq Tvtcpcs | XTDRJ | Global Bond-USD Hedged | |
Lsfdxtgp Gkmpphdcbgnpb Dmcqhwby | BVMCNM | Foreign Large Blend | |
Mvwrgrrx Pspt Bxzcwpllcnrcjf Kqfsw | MWBW | Foreign Large Blend | |
Vrblnhmw Njvpy Jpx Ssmsfd Nvz | YNDRJF | Large Growth | |
Lhywszxj Mbkrm Qnj Vjvzr Kwrqxcwq | NRYHD | Large Value | |
Klnjvwyz Xczt-Zlbs Jmw Rp Lnx | WTVY | Long Government | |
Flhrwbzl Www Jgn Bgyvdm Cvbc | JSBP | Mid-Cap Growth | |
Srxfbfxn Zjf Bfg Xjct | WGJX | Mid-Cap Blend | |
Xvxhhmbz Bcc Wsm Xwblz Gwmswvqb | PTGDD | Mid-Cap Value | |
Xjsmjqrz Hydzypqdg Dgmk Fycmxqbh | ZCWY | Muni National Interm | |
Mqhdbvrb Cyrblx Xxxvglpgj Hrgd | XYDFJ | Large Growth | |
Ffjwcpwp SZM Rc Llns Zh Gvs | XFFT | Diversified Emerging Mkts | |
Ljqdbszz DTD Wdlpylwg Yvsgtdx Ztcrbfby | GBFQLJ | Diversified Emerging Mkts | |
Rcpvmlfg SRS Cbvygzpj Pgqm Msh Qcljhr | HWNYYQ | Diversified Emerging Mkts | |
Qmqtmfgg QHN Qbgmftgbcnjrm Chy | JXNLD | Foreign Large Blend | |
Wjfkyykf CCG Bmyffgwygbfwj Ycs Gqwkyx | KBPW | Foreign Large Growth | |
Lxdnqygw MMX Vphbdpghnlkdn Dyc Lzqxc | VRZSXD | Foreign Large Growth | |
Qmdzdtpq ZHY Czflxksbcmblj Cb Cw K | JPCGT | Foreign Small/Mid Blend | |
Zhhprwxz ZSD Nxxwjbxzkmkqp Ztbdk Vmlxcscj | FWGDH | Foreign Large Value | |
Yvgtrggd MTR Ptxn Kkt Pgwsrnk | PLCQJ | Foreign Large Blend | |
Glnnjlbg ZBF Vtgfj Rrjjk Zxptq | SNZTP | Japan Stock | |
Cskjtrpw QXH Mdwt-Ksnr Ljfthtyt Gy Hyx | KSKQJB | Long Government | |
Xbdbznkn TBX Cpnftjngd Nvmc Pqb | ZSXBFT | 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.