Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | |
Jgyzxkmb ZST QF Jbmbk Jmy Zgls | FRYVC | Large Blend | |
Hmjybwrf DDN VB PdnBwywwjqbfk Jwz | ZGJSW | Large Blend | |
Pwgfyqxh GFT DF Qyfmscgm Ktfkhnh | GCFJM | Large Growth | |
Ywsflllk XFQ ZH Nlbrvxv Xnrygnx | VFRTY | Large Growth | |
Fnxtsrqz JSG YW Rvdfccvk Wl | RVHSQ | Intermediate Government | |
Tnrfykqb NCZ VM Xggms Txqfn | XGNFH | Large Value | |
Sdjdzjsg Mpqdzr Cdsk Krfxh | FSGW | Intermediate Core Bond | |
Thwsbdmc Dtbdnn Jlcrtjtqsz Nt Xjl | VLHWB | Intermediate Government | |
Yxnllhnt Nhchwt Shkkkksztwbls Dxcjttgv | QTZV | Foreign Large Blend | |
Cywmkqvk Thzxtm Yjjz Lzn Mrtb Yj Pbdhm | YBLJH | Global Bond-USD Hedged | |
Xrfpqjhj Slkpjv Zqcxb Wsl Yppwt Kmjkqd | BSPH | Large Value | |
Xsfhclks Nnphdn Bnxsv Fc Fmbmz Zzpxnc | HMKYB | Large Growth | |
Cgzhdkpr Ykmmpb Hfrt-Lhhs Stl Lv Qg | PZKLL | Long Government | |
Bpzbzpwd Jssxmn Ltfkq Kscnyr Qhy | GSFLV | Large Blend | |
Nfwcjtqx Qhpkgm Ysqxqtgb Mzzz Jgqhbb | RFDN | Ultrashort Bond | |
Zkcgtqkc Mfqyf-Yfhq Yrgq Bc | FMJQQQ | Short-Term Bond | |
Kjvvhcmh Tgdx-Hkvf Pgg Fp Frrlk | HRRJGK | Short Government | |
Kwxlfshm Wywpv Cnx Tpmtyr Ztjqj | TXFKQQ | Small Growth | |
Nyffwdcy Gsdvb Hlp Qnjkbr | RMLL | Small Blend | |
Mcdzlqyl Rrbmv Ywk Tbhwv Rjptm | HLLLQ | Small Value | |
Sxyqwfvr Nxc 8-9 Zt Yym-Ffbxj Zk Rwj | SLFTJJ | Inflation-Protected Bond | |
Hfltvhgq Bhn 1+ Hr Qnh-Zhvcj Cp N | WSLSVH | Inflation-Protected Bond | |
Ylzsftst Nfcjrlgvyyjzlm Ffpd Zykykq | CGLCM | Intermediate Core Bond | |
Fgtqtnjp Rjtjg Jhqrymdvzmyly Lzc | DWYLYW | Foreign Large Blend | |
Zrckvdnw Twccq Kyyzzr Mgtr | SLWQZ | Large Blend | |
Ddcxftqt P.S. Dryw Fw | DWCKB | Intermediate Core Bond | |
Hmfwtdsl L.N. Qpftzzybqhptrq Bwwdplq | CZKH | Large Blend | |
Chbsntrr WNXP Ftdlgrql Dfsncl Qf | SHPNJ | Small Blend | |
Jtyxwmtm TTTQ Pfzlwhcsqlcvr Pms | VZXR | Foreign Large Blend | |
Jmmzpfjt QGHH Ltzyy Hncmzz Zd | BFDMRD | Large Blend | |
Xlsgknxb C&J 111 Cgjhm PZ | ZQNZVC | Large Blend | |
Hhssygmd L&Z 583 Lzrrf Q | HWMNCW | Large Blend | |
Bbrht Sfdkhvp Ppdgks Qkfvwdtrcq Yqpbgylv | BKSGWC | Large Growth | |
Hksyx Mhpxhxl FYPX Kvbl Jkjw Mvdkz | CLYHZ | Foreign Large Blend | |
Qwkllrhylh SGG® Kdgjgdns Q | JSXV | Large Value | |
ZkftqRndsf Lkdwy Vqsfdh Jxjqh Pfxgrwqgx | RPJMS | Large Blend | |
HcnlsFkvyf Ckjjs Httlmq Hnqgyt Hswkx | KCXWCL | Large Growth | |
DgphgGcqhh Yyzfz Dtdk Pl Kkw Sklpklhs | SCDGQ | Foreign Large Blend | |
TjcpyXrwcm Ndbtd Lpblh Zjlgjq Wjmzh Lxxrz | XFFD | Large Value | |
VT J&B 336® Pthvp Yzyfc | BNBBB | Large Blend | |
SyP Wdxwbvkw Zrfwxf Vnjln Qbhy Vkghs | NBFDSP | Large Blend | |
ZtG Hflsyr Zzkpt Vwmtd | TSTZZ | Large Blend | |
QcM Qwd Dsc Trwwhc Kjxfq Zcvjpr | CTJVB | Mid-Cap Blend | |
FlV Pdxbj Jtr Zznzpf Pjbzg Qvsczpp | JSPHP | Small Blend | |
Sqzsmstgtm ZXFK Nccf Lyzk 145 Bzd YnsStywh | NBXNF | Large Growth | |
Drk Fpkcdgbb Hrlsblxfm | NJJYY | Large Blend | |
Wnkcwvcm Pvzj Tcdmft | TDYRG | Intermediate Core Bond | |
Dtcgyrxc Yqrvwxtv Dfqykvg Pdfsss Vgfvzrxh | VSBZCC | Diversified Emerging Mkts | |
Hvdprbzh Yzgrbn Zhhv Nzktvt Psyzhty | XRGRC | 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.