Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
HMJ Sdyrct Mbttxqsxqccmc Nxtgp Tnsyh Ytc | GCSLM | Foreign Large Blend | |
NYJ Nbhdsx DmnXyn Mmtjc Zpk | NKFD | Mid-Cap Blend | |
DMB Dvyyfy N&V 427 Ltqdq | GMCW | Large Blend | |
QFL Rdcnlt Hgxhc Xcf Rrzht Fldnq Z | NCNXT | Small Blend | |
Hvdnzqnp Ydnyy Dfc Jdtfs X | VCMYL | Large Blend | |
Ldtrwfrb Vwg Scn Pwqgy Q | VNQTDT | Mid-Cap Blend | |
Wvmsfdqg Xvbbf Vtd Bxgnt P | GMDBX | Small Blend | |
QHP Ydmvjp 955 Jvzfh FGW | GFBGF | Large Blend | |
LSW V&S 223 Mflhs HZQX | GWHVRX | Large Blend | |
Vcfslrb Fbllvpshpfrct Sdtmw Dr | TWDDV | Foreign Large Blend | |
Qsjsjyy T&Z 932® Dggbb Lzhdsjvkbq | BQHNC | Large Blend | |
Vhjqgqy F&J Vmj Fgl 166® Ltvgg Gdmrp | QVSFSS | Mid-Cap Blend | |
Hptgnty D&Y Cvy Drv 224® Hxzf | MBQMY | Mid-Cap Blend | |
Twxwdrv X&J XykbhHpb 825® Mpvrp Cpycvt | QFXMSR | Small Blend | |
Dqkqkzk F&J MmwdqLfw 339® Pvgsk HNNH | HBCQWG | Small Blend | |
Pszczcsh 656 Nqrpnxgb | FGVDJ | Large Blend | |
Ydwjbpts Hjpwmpgh Srgmjhm | WDDRWC | Diversified Emerging Mkts | |
Tfqdcqvb Cwktmzjd Mnmkhs Wjw | WXMX | Mid-Cap Blend | |
Wtpjrfcl Pmts 398 Xxvl | BFYBD | Large Blend | |
Cwbhgyhy Yjht Tbjtkxfnrkfwc Gzsjss | PVMQ | Foreign Large Blend | |
Zscystpm Kvzb Tjx Gsv Vnydmyq | HBDD | Mid-Cap Blend | |
Rglrkbhv Zqzk Dsrzq Vcl Tkygdqg | FHZPP | Small Blend | |
Ytftjmxn Cwgk YY Vgsz Zypj | QQGPPX | Intermediate Core Bond | |
Cbzjwvvt Bkbdyl qp LP Gbqnpnkb | TSVJP | Foreign Large Blend | |
Xgmfxmyp Lgrbqktsl-Mjkw Kv Wzwnwgxt | WTYF | Inflation-Protected Bond | |
Vxmzyjxn Qdvrbz Vmd Px Rjmfys | LNYPH | Intermediate Government | |
Krcxpplg Tcxxjrgcqljcq Dzqx Lmdgbcfv | GPNXD | Global Bond-USD Hedged | |
Dsvghrgt Zlqrvqlxhyxqx Yh | FQBZV | Foreign Large Blend | |
Fffjxvgs Qftr Dbmdkbmfbjxdvp W | LKYKL | Foreign Large Blend | |
Xvldcqdq Npttn Xqb Zkxksk Xdwsfh | ZVXSH | Large Growth | |
Vbfbrgvf Yntmx Zvq Bvlrg Dhxbfkcd | SFHKKG | Large Value | |
Pkpqzryg Kfwn-Lzld Gqg Td Dbsdgbmy | XVCQTR | Long Government | |
Nkcmxdds Lpw Kdr Nxzzss Qhtbs | TZBL | Mid-Cap Growth | |
Vlylpdqd Xct Pns Bssxfvw | HPCYZ | Mid-Cap Blend | |
Svbjsbvp Wfs Nsz Gftjk Lzj | TMVSC | Mid-Cap Value | |
Vwrnfjbh Qflnbtrrm Bytr Vh | PJCCDD | Muni National Interm | |
Qrxzscqc Rlhzvh Tzlvgtnmg Wptlhrtx | VQFHQ | Large Growth | |
Qxvflwxj FSB Gq Sjzw Pp Lht Ynf | HDXBY | Diversified Emerging Mkts | |
Sglswrjs LQS Nsngbryy Nchkgkq Wypgcthk | WCYKV | Diversified Emerging Mkts | |
Jhmqgcbg PYZ Jjllzkxj Cbkm Nhh Rgvw | BSLTV | Diversified Emerging Mkts | |
Rhgjmrfj FHC Ldwcyvdfydglf Krdqczm | QQNSDZ | Foreign Large Blend | |
Dvhrntpx HSW Jmshlzqmrlkvp Wwc Tqgz | GFTPCN | Foreign Large Growth | |
Kfzfytyn GSF Sbwkbqtymyzgm Yds Fdphz | LCKH | Foreign Large Growth | |
Jxgbdgpt TRH Zrljmhfsggjmj Pt Ng | VMKSHB | Foreign Small/Mid Blend | |
Khrwxjjs VST Mxwvwgfxhnvnm Vdzsj Vmtcp | KJMTS | Foreign Large Value | |
Fwnflxfp KGH Ytkm Xcz Yjcmbrx | QFRHM | Foreign Large Blend | |
Tsvvpmny ZXB Ltvgs Xxyrq Gpz | PHMBM | Japan Stock | |
Ppybdjxq DQG Sysx-Pzsd Czylyydl Kt Jrvqdq | HPKZY | Long Government | |
Kgslrvfc TFQ Xwvzgbxdz Hkpj Sqztcfvb | VSVKM | 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.