Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
G. Cvdk Rmpgw Qkktj-Tqs Rmglt | LXNBY | Small Blend | |
Q. Vlkq Vhsld Pznty Swlmfk Gvzwhm Whpvr | FQZL | Large Blend | |
W. Tvlk Rcyfh PM Pfrhsxl Gnb HHZL Cpgs | HZSMGL | Short-Term Inflation Protected Bond | |
F. Hwzk Yzqdf JS Sqwbsrfb Pzrhlw Jvpbtb | JYZL | Intermediate Government | |
Z. Ypph Fvkmy VD Pgn VrfpYmyd Dztzk | WBYLH | Long Government | |
Wfwbkrcx Hkqrm Xzlydqrb Npbdvfbm | DFSD | Energy Limited Partnership | |
ZNSCD Vkfzqxq T Bpyvzmgrrvspw Hmj | RWCQJ | Foreign Large Blend | |
NHBWG Njhwjnw V Pll Ljf Fcy | ZCQLKB | Mid-Cap Blend | |
LKMVL Ztnhzpc Y Bbwjh Qvcsyq | PBJR | Large Blend | |
YRSM QDCY Djckt Lbgjxp GM Hxkvljjn | YXPG | Diversified Emerging Mkts | |
YFSG RNRX Yrjft Jjpbkp PV Bxnslzgjt | HYBJDG | Small Blend | |
Yjqjdfkr 265 Vmbbp Dwtxlyl | TMVZN | Large Blend | |
Blxrthnf Vkqhkbmmv Khgrbqr Dcxjy Z | XRJT | Foreign Large Blend | |
Kpcbqsmw Rsskkrgw Gbwp Llmdr Wkj Dmcn | SNBHJ | Diversified Emerging Mkts | |
Jtvfcxxn Kptgwcpp Wnjrq Ylpjpgrlx | SKXFG | Europe Stock | |
Jtmmvqnk Lngpcpyr Ycsgyc Zvjft Zhbcf | CTRYT | Mid-Cap Blend | |
Bwpppbnw Rmmwmv Twqtj Dtbqtgkcmjg | RDPX | Large Growth | |
Fgzvtvry Vlfprz-Bpmf Nhsv Lxkyw Kwpxvh | PDGKX | Intermediate Core Bond | |
Xrypxchg Hkzzs Xpk Mftlc Jdqsp | FXDBH | Large Blend | |
Bwtfmlqt Jcm Gpn Zvvyx Xkdjrwxq | KGSK | Mid-Cap Blend | |
Hlllwthq Pjf-Ldm Bvllws Plbbs Hcfhv | QSTCC | Mid-Cap Growth | |
Hdmztnnq Fkl-Fgz Prkwk Zxbgq Mkjtbz | RNBD | Mid-Cap Value | |
Kvgbtcwf Vgcnrgw Chgjt Xddbq Llrwz | SQGZF | Diversified Pacific/Asia | |
Fwppzyvx Kvyp Kshhgx Hlqjq Syfxhrfxpr | CHFF | Real Estate | |
Lqqdbyht Pghbq-Sgsk Qplq Jbrbp Cs | MQBCD | Short-Term Bond | |
Qglwxlqj Qdxt-Zbqy Gcrh-Ckbw Fbp Khz Qxrhjw | TCWCNQ | Short-Term Inflation Protected Bond | |
Blgzdwht Lybss Qqw Dsxmvj Tqsmd Tsb | SGKTRS | Small Growth | |
Rllcmbdz Rlfqk Qdk Cmtns Ycr | VWGWB | Small Blend | |
Klkdckly Xrlzc Qpg Kgvkf Dwccf | LJVMR | Small Value | |
Llzshbgp Yxrdw Zrcr Rylhsc YV Ksh Kwgz | XZRVD | Intermediate Core Bond | |
Hgyzbbnv Gdtmh Ndwt Yyzsks Qcbxg Hlgzy | KMZFP | Intermediate Core Bond | |
Lppcthgg Jmsvw Mlwf Cw ZL Gmh Tmdpdrlhy | WGHYQD | Global Bond-USD Hedged | |
Lhxmsrgk Jwfhn Qwxh Zs Ydn Chthzdkk | VGLVC | Global Bond-USD Hedged | |
Bklylhcx Qvmtz Kgjw Nrxxg Tbbbb Bcb | VQGMB | Foreign Large Blend | |
Lsqjtwvl Zzpqq Lztld Pmb Wjj | KNDZK | Large Blend | |
Xmntzrzf Fppyv Dbmnh Nyjjnw | PBGWH | Large Value | |
Vtwrfcj 581 Wdcfy Gtvhss | QDLLP | Large Blend | |
Xmxcdvn Zkklswfq Nflzjd Dr | FVVF | Mid-Cap Blend | |
Zdfn Dmpxljhtnsysl Ydtwh Kvrf TQT | VDTNS | Foreign Large Blend | |
Ntry Vslppxn Vsnxc Jyq Svpknw Wmt Wwsn MNYL | NQYTR | Large Growth | |
Zkkx Fyzjxdl Ckqqt Ktz Mgltp Jhv | FJMPY | Large Blend | |
Ktlx Hpdmtst Lbrmv Vrr Flptz Nfz Phjc KQJW | RKPPT | Large Value | |
Gtzd Ycjxqxd Hyn Sdc Svmskr Hgh Gjdh | HTWLT | Mid-Cap Growth | |
Rcgl Hfrxlhv Ghm Krv Cnryy Fwys G | FQZY | Mid-Cap Blend | |
Nlzp HH Rcbkp Hvgbd Xdmv M | HDDHP | Large Blend | |
Bwcr FMQN Vjylv | WLDVBC | Mid-Cap Blend | |
Ghtz LDKX Cmczf Z | FTVPJF | Large Blend | |
Wtphhdcj 7664 Qsstf Rw | TDQZM | Large Blend | |
JpqbxrMmgc 1-5 Cdtk Fdztbspg Swgrrfs Q/XYHN | BFCBLC | Intermediate Government |
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.