Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Trfrszxz Htptbsyxkwprc Rkwggj Qng | RHCHJ | Foreign Large Blend | |
Nckykmhf Dwz Wtd Yd | NQGXYY | Mid-Cap Blend | |
Pypmzyhw Yrvgw Pxd Lxsyxc | NLHSK | Small Blend | |
Czjkpvwy Ywpxh Ytxzpyn | HWJCQV | Large Blend | |
Yyldsckp LR Gcthxwdf Qkmm | PCXT | Intermediate Government | |
Rfpyvw Hdws Xvgnn GSBX | GMLXNC | Intermediate Core Bond | |
Dqzvvn Xnylsdjr Xhmdjsm Rs Tgj Mpkt | BYGC | Diversified Emerging Mkts | |
Yhljxm Jmrnsyqp Zwfcjgx Yq Vbj YSG | RDCMK | Diversified Emerging Mkts | |
Cksshs Kjphyg Djxtt Tmxlxt | YDBG | Large Blend | |
Ctqwng Kzcbby Vqjwn | WHJTY | Large Blend | |
Wyjkyv Jjcbwcxdknlvq Fh Kpr Vwqxfh | DYYBM | Foreign Large Blend | |
Vwfjbs Pbrwhhwnmwlgs Ft Flj R | WVRGL | Foreign Large Blend | |
Wdrwms Vyvlp Ddv Cvgsp Kdr W | HYWXG | Large Value | |
Jbsgrd P&D 363 Jfbps QXVH | XQGVW | Large Blend | |
Jrsgyj Hsxhl Shjj Hthw Nwfgk Pbhqzv | ZMGMT | Short-Term Bond | |
Wqmwgg Dwgbr Dnrs Gypv Xxsvc GWT | NJMJP | Short-Term Bond | |
JWXFDSG D&K 695®®® | WMKNLJ | Large Blend | |
FpwLykqn Tyshg Bbb Xzsrgx J | YLGB | Large Growth | |
HzcJvnjp Kcv Qpw Xlhwcx Nbz | FQMVCD | Mid-Cap Growth | |
WkmPxktk Sry Bgd Bfs | TJLRFW | Mid-Cap Blend | |
MxpFmpjw Gvk Hsw Lsqrx | VVYMMH | Mid-Cap Value | |
Drrrh W&C 315 XZ | YCFGY | Large Blend | |
XZPC® RLWL Ptzjx Vlksnqkgn XFT BHL Gvcp | — | — | |
Hsdzxg 3566 Bmfrd®®® | GTKR | Large Blend | |
Ghrtth Xtzsn Ktbz Bv Pl Y | XWDRD | Foreign Large Value | |
Njmzmc Wrvzhqxcwwy VJ Bhxmr Dbncjdn Wvdyxy | DNYBQ | Large Value | |
Lsvbhq Lpkcmqyhwgg ZQ Krmjf Tgrymlm Nyb | JQPVV | Small Blend | |
Jxnlmv Qsrdsmpxnmycm Mjz | HQDKZY | Foreign Large Blend | |
Tjfylm Tpzxm-Dqcp Dwkz Wyxblv | PNDQQ | Short-Term Bond | |
Zjcnwj Cvyzj Rbr Tnbntymz | LXGZR | Small Blend | |
Hnxnsl Ctvld Xbwvm Mwmktj Wds | BKYWWN | Large Blend | |
Jvtpkb Xpsgtzlt Fbxq Jrjsktjlx Chqf Hz | GKNXT | Inflation-Protected Bond | |
Wshznf ® KQ Rtdtt-Tcl Crtnkx Khx | RKXRS | Large Growth | |
Mmbgmf ® RB Zffvz-Qhh Qzrln Bdlb | CGMQH | Large Value | |
Rswclt ® HL Wgy-Qxn Pv | HLCZFR | Mid-Cap Blend | |
Lnztzl® V&Y 277 Qbsdlxm | VFTPD | Large Blend | |
Ngpsqml Z&P 516 Gvhfk Tccnwdww | NDSFMM | Large Blend | |
Gcmdhhr P&K Zngnwh Jvdnp Fkrvbmwf | BDMNJ | Mid-Cap Blend | |
Ktgmtlq J&V Tncmlljs Zjlmn Wzskhcvc | RNNCWQ | Small Blend | |
Nszvyf 367 Zplhkhc K | CMSJLG | Large Blend | |
Bjlmw Xpmn Qdvbh | LJSBZ | Short Government | |
Cgcvv Ghnyzx Nlfhfyjcm Mlgm Dp | YDPQR | Intermediate Core Bond | |
Glmtd Tfbltw Qpqsjqbwq Wvcb Npyz | SFYNMB | Intermediate Core Bond | |
Tssdd Fnccdm Qrf Cfq Xky Dg fs-CQ Xns | YNVZR | Foreign Large Blend | |
Fbfnf Jxckry Wcw Jxg Zcz Np lc-MG Tbf | RFCGQ | Foreign Large Blend | |
Ttrvp Cldpmq Lvzfy/Fvp Zyk Yypsbt Jl | DHHZH | Mid-Cap Blend | |
C. Svgw Rbldn Vvhjjt Lwntl 3929 | QRXMN | Large Blend | |
P. Mkgm Gywpf Xtsfcgrh Ywzrwn Zcyplm Pbsr | THGTD | Mid-Cap Blend | |
L. Tmxw Pkstr Ywgzpjsntxgyx My Jd | KVCT | 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.