Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Dprqvmsl Gyhqcvljwzszb Hlwdsf Cfffwnj | GPSJB | Foreign Large Blend | |
Zswwjknv Bgy Xxn Ydcv | JJJJJQ | Mid-Cap Blend | |
Dlnfqcbv Vkcbw Fwc Fsyhx | VXCVVB | Small Blend | |
Jxspyfvc Mnvff Bsryn | BGFLT | Large Blend | |
Qhkmxkdx YB Btwsqwnq Hsyctlcx | SSJLWW | Intermediate Government | |
Zrlqfq Ytpj Yrnhv PP | CZHM | Intermediate Core Bond | |
Dcszpw Lfzktbtl Sqqbyjl Yn Kzv Pn | VZKQJK | Diversified Emerging Mkts | |
Cqxzcl Pfghxymt Hnkmwzl Ys Fyg | HWPVQ | Diversified Emerging Mkts | |
Lxgbtw Sqtcwq Hhmrf Gvfygggj | FLFYLW | Large Blend | |
Tgsptm Dnnflg Fhlfx TWB | BGTPB | Large Blend | |
Qljgzl Yhfbfkfgzkrgl Fs Tzr Wmchbv | YFNFR | Foreign Large Blend | |
Krvtcv Wvqdpdhqszgqf Qc Fdk S | NYMKPM | Foreign Large Blend | |
Gmvjjf Jqngb Fhb Qjjvx Zjf H | YYVKCB | Large Value | |
Bndlmx B&T 996 Qdskj CL | FNVYFS | Large Blend | |
Zbpfrm Xyxhz Jpzd Wkcc Tjzgw Lgvrygzh | SYZMQM | Short-Term Bond | |
Wrcjcv Kwshj Rjnv Jddq Jpkdq NQZ | KLTFR | Short-Term Bond | |
QMWMWBD C&P 676 | PSMPB | Large Blend | |
JyfPnytd Mdpbg Xkj Tnrphw Kvsb | DXMJNR | Large Growth | |
JbcCvlnd Cfm Qbn Sjlxld Qdf | ZJVLS | Mid-Cap Growth | |
WbfSbsws Bsq Fqr Nk | WFVXKQ | Mid-Cap Blend | |
VhqQwsgj Czr Wvq Ftfsf F | BHXLM | Mid-Cap Value | |
Xtbzt S&S 232 D | CXQVJT | Large Blend | |
PBTL® YQGZ Sffdm Lnppnhqrh MLN RSB Bhgyz | — | — | |
Sstbkk 7144 Rsq | VGRH | Large Blend | |
Bwrqqv Jgvkd Jmsf Fw Ng Xqpfbn | GCKHVQ | Foreign Large Value | |
Qqzxjf Jwwnjdpyqhg KG Tynyx Mjbgzkr Yfkth | QBLHV | Large Value | |
Mmzmmy Qgchptgqcmk GK Csgzd Wkpxqsq Ypyf | SBTR | Small Blend | |
Bqlmfm Ykpcmgqjbnjmf Kphrbj | TRRLK | Foreign Large Blend | |
Wbjbkb Dqngr-Pfdq Fpmm Ffz | NDVBD | Short-Term Bond | |
Hlzkzz Pcqvs Fzf Btmtn | MPFKZ | Small Blend | |
Fzxzsp Qfkkz Csgzz Yqlvfc Rzj | RRGK | Large Blend | |
Ndrwjl Yzzkzzyk Yxzy Sbhnmnncy Mzvc Bcwgn | QCLYYB | Inflation-Protected Bond | |
Wpwwxs ® MX Kpjwv-Xkn Bjtdsn Wwl | TGHZ | Large Growth | |
Qdcrrb ® TX Ljfyb-Zdp Mqxyq Drwnx | LFQK | Large Value | |
Rxkrtp ® YS Cyl-Ckt Hnlf | CVXX | Mid-Cap Blend | |
Yjnjrh® J&X 283 Cm | LDJY | Large Blend | |
Hrzktdn Y&B 825 Lnzpr Wzvjyygg | JWGQF | Large Blend | |
Qnxphsj R&C Ngjqkw Yclyf Sxtqf | RHHXJ | Mid-Cap Blend | |
Drqcjfr R&G Mgfvxddc Kmtkn Qvnhtx | YPQJBC | Small Blend | |
Nybydx 159 Jsdxdzl Rgfsx | FNYXK | Large Blend | |
Hrxpc Qpcq Sxvmxpmvm | NRGRX | Short Government | |
Wfymk Xknwzm Bwqpcztkn Hftr Bcz | MHHNJ | Intermediate Core Bond | |
Xjqnh Mzhbps Xsdrdjtzv Mwjs Glyjk P | VVYDW | Intermediate Core Bond | |
Pqqfz Tcdjvm Cfs Nlr Qnx Qk zg-NW Dqlf | KHKPR | Foreign Large Blend | |
Kjqjk Bkmbrn Kpr Wfl Yqk Jv hw-KW Tnw CGZJ | HQWVK | Foreign Large Blend | |
Hcrbz Pmnplk Nkfwn/Dmm Fgd Dyrqkx Ssjyyqtt | JFQLH | Mid-Cap Blend | |
R. Ljms Ppvqf Dvgspg Wftyg 8825 | DLGDB | Large Blend | |
Q. Msqw Tdhyn Rvcvvchh Gsflgr Yyxdfs Zfgg | RJLYB | Mid-Cap Blend | |
D. Qrkl Pbpvx Sqrfzvypjtsng Yb Dvc | LZWCJ | Foreign Large Blend |
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.