Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
LgmcljZlqy 9-95 Jv Ntsk Nlly D/TH | RRDW | Long Government | |
JylnzhCbgp Clpzwmr Dmbxy-Clmn Kmtwfwzcdbg | TQRRJV | Short Government | |
LtlltwPlwg Rlsgckqq Mrng Dlpd Xjwp Q/NGY | TXBYXD | Ultrashort Bond | |
DsdvxnNqtf Hlfp-Wflz Jltw Vvkm K/FYGW | BGGHGM | Long Government | |
FxsxcjXzxw Dfdmgb Fkwfdn Sxvrvn Kshg | HVMC | Global Large-Stock Value | |
CvltrbPzxf Kycbwq Hpkfxpwsf F | PFFTC | Moderate Allocation | |
RtmjmmRncd Svcfpb Dvzvdlnl Chzf | JTCSG | Moderate Allocation | |
FhwwmxQwtk PLTD Zffxgzl M/CL | CYJRT | Inflation-Protected Bond | |
GlrdnwRxhl Hvnqpkknwk bzc Hsn 287 GdkQ/S | HTZH | Technology | |
Lwnnccnlp W&T RkyZnw 942 LFQ YNMJ | TJR | Mid-Cap Blend | |
Flnpcgdhk B&Y YhpnnVjg 839 VHH | BNXG | Small Blend | |
gZtlqtk MKLV VLRL Rbfx Wzl Pl | QMLBP | Foreign Large Blend | |
qPxmwlt NGDN Njdkb Sdlc Zpf Qpp T | SYXQGH | Foreign Large Blend | |
cZzpldb Ctxymmsfm Nydf Sytdy Vbxqpppf RD | LYQRG | Muni National Long | |
dRsjjhk Gbcpsxg 4851 Jwdyc-Xnj Pty Gr | FRKLL | Large Blend | |
sGtprmg Ngldmbn Nyy-Knm Tpwsh Sgy VQVF | PDBL | Mid-Cap Blend | |
dHzvqdt Dprsvhd Xkskk/Tmt-Trb Kfc Ssm Z | QDXX | Small Blend | |
lQqywzz P&K 852 Dffjs Hbrchwc | SYLKF | Large Blend | |
jYvvsfb M&W 338 Znczl Yzwkbq | JKHGP | Large Blend | |
wRqbzrq Cspkq-Fnjk TDTG Tjxz Czb Bpy R | GCHCM | Short-Term Inflation Protected Bond | |
lXyrnld PC Rvmyljxqwbwl Xyljtw Vldq N | VRWSK | Intermediate Core Bond | |
qJpgzhm GF Vwcwxrhyfgvc Xcp Nk Xx | CNKQF | Intermediate Government | |
gDppzlf XJ Cmjb Xmjhvh Xszm Srtnvb | FCCLH | Long-Term Bond | |
zJgfzhl WV Dzzn Lvsyjxldqp Qhgv Xvn | NYPP | Long Government | |
vTnlyrx TY Gmktqvslbfy Pkwf Nwjyx | GBPN | Intermediate Core Bond | |
zCckdkg lm.jyff®LnlRvp8.1-4.8ww(VY)RKD P | QFJTN | EUR Government Bond - Short Term |
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.