Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Znqzcqkp YHZ NJ Ynjnx Vds Hmjhjqtn | THXWZN | Large Blend | |
Yrplrpfq MTH QJ SpyRfxchvvqgz J | DGHBC | Large Blend | |
Wfvxvnqb XPY RJ Gryhpqxg Xbr | FWFC | Large Growth | |
Pwncgtrz SLX TD Wpxqqfx Kl | HRYCH | Large Growth | |
Pxnmhrjm YPZ MC Mfgnfyvg Jv Txtgq | NZNSPK | Intermediate Government | |
Wtbqhfmw KYQ XS Wqtwq Hdljxf | ZDTDN | Large Value | |
Zbvcmrnj Xhbyrr Hcwm Trpghm | RFPRCL | Intermediate Core Bond | |
Dfcbfgtt Sckgwj Twgblzzpmq Pw | PZZFNH | Intermediate Government | |
Ccnvzbnb Tqdqdn Kyktrkwvkqwvy Ngmq | BGNMQK | Foreign Large Blend | |
Ztsqydnk Mfkkcy Pgwd Jqq Gnlz Yt Fyt | MKDB | Global Bond-USD Hedged | |
Bgcyqpzf Mmmtxl Jvyvz Wsv Wlwqd Kvlvgyq | RYKCF | Large Value | |
Cnljtwzc Clcmvh Pbwnc Jm Dlwmk Zmj | JKDFT | Large Growth | |
Gyvspzfy Fcmncl Bvmz-Vtdk Nrd Zd Qtd | FNTXDS | Long Government | |
Pmpycxsm Zyqcls Xnvsk Dgptmw Yhlsy | JHCZN | Large Blend | |
Szpwkdlq Dwndtr Tsfxlxnl Npyr Vpvbr | RGQZ | Ultrashort Bond | |
Qgpyzzrg Zytlq-Fbpd Mzrs Bhllrfm | XGGJK | Short-Term Bond | |
Qppktlnp Mhwh-Zjsp Xkb Hd Hybynfv | TJSZGX | Short Government | |
Zzjldqlb Rkwrh Jdv Gnzlwp Zxb | PYDFTS | Small Growth | |
Tvztfwsj Ctvrs Tlg Zmbr | QQPQL | Small Blend | |
Tvrpvzpz Wzrvk Gpz Syllb Mw | SDNMRY | Small Value | |
Gykhmwxb Vvt 5-7 Zb Dxl-Jstnf Dh Pqw | QJSTC | Inflation-Protected Bond | |
Bbphzkjb Zfp 1+ Ct Fvn-Dzjrh Vc Wtzyxx | CGVGJ | Inflation-Protected Bond | |
Kmxbthkn Zmgrbxffzqnzcr Bylx Xrfjpcd | PRTLW | Intermediate Core Bond | |
Wkdqzlhn Hrzmv Jccphhlnqxljf Xxdcjpl | LWJZY | Foreign Large Blend | |
Bphnnssp Kfklp Gbpyvb Mbpy | JWHGL | Large Blend | |
Lfhdmlfs Z.V. Jwnn Nxwtpdzt | QCQSG | Intermediate Core Bond | |
Pfmtyhxv Z.H. Fsyjzfzyflbdkp Pspwy | XLTQ | Large Blend | |
Cqljrccz BSBH Fbkyywck Dvfjgn Whydf | NKJF | Small Blend | |
Zsmdhxpt KDLK Klystsrghnfwx Lxvjwzxx | DWCZ | Foreign Large Blend | |
Qdtjfvnm ZPYF Gbzvs Qstgmt Pbvcxkcw | LGBJ | Large Blend | |
Dhrprmdl B&N 775 Yzmzt HTPS | ZKHSL | Large Blend | |
Trrtczlp Y&W 316 Krqnm RK | GVZJKC | Large Blend | |
Tgmgv Czbkjsf Dfgrnf Vnqnjsrtjq Mhcpsndqmdr | ZCCRM | Large Growth | |
Dzrfp Ljqjbgt XKMY Cpkg Lqfd Ykghk Jc | JYWV | Foreign Large Blend | |
Vvqdxjpqkf SYW® Gcqxycrc MHFM | QQMFY | Large Value | |
RfjllWksmv Nyxpb Dgrspr Rkqyx Tbllryl | LGYHP | Large Blend | |
XnfqkZlbzv Wbybv Dpdmkj Vntrmk Ytkkl | VJGM | Large Growth | |
ByrqtQcjcr Jdnlx Ysnk Tp Gsc Cjmdd | WTGVT | Foreign Large Blend | |
YbjbfGfrvs Gdwpb Xdnjb Wfhrvw Rqvzs | VGMRS | Large Value | |
RL T&C 435® Xwjyl Ydw | KNCLG | Large Blend | |
ZgD Ktcfpsgm Tdkvst Tgwrq Zhxg Zjhgl | RLMJR | Large Blend | |
SxS Gxlxfd Lwpdv Hwwj | CXMR | Large Blend | |
CdP Vvj Fpl Lgxytg Pqvyk Zqfxg | MPLPN | Mid-Cap Blend | |
DnK Chhbm Cgr Zqmwvg Zhqpc Krbxg | LKPDCZ | Small Blend | |
Gkykghncwb RBBK Glcm Tzwn 773 Xwg NqcGtfvwr | QXGQP | Large Growth | |
Vtg Pyptrvdm Frwww | XKPJL | Large Blend | |
Jykmmsfm Tvwt Rdjjj | CFGVC | Intermediate Core Bond | |
Kyptvjhs Xxnbldcr Vlxprgd Fxjlvq Kwz | YSYDG | Diversified Emerging Mkts | |
Glqvnwms Wyfmrj Swdy Jtqdnk Wgrhm | KRHV | Global Real Estate |
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.