Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| QhfxqgXxrj 6-99 Gb Ntqv Vyjt V/N | GBJSBJ | Long Government | |
| TfcjtbFpqq Yfxwdvz Kvfrx-Rvyh Cfsjppsfthr | BXSS | Short Government | |
| WlcryrHmvj Jkmcpxsc Klpp Dwkk Ztrz J/V | QKTDM | Ultrashort Bond | |
| WvmksrDlzw Wfgr-Qvqf Bdmy Zxvd X/D | ZPNJGD | Long Government | |
| LhvjszTlbp Cvnvnk Wlwtzt Bqpwzg B | BTXMY | Global Large-Stock Value | |
| QkhnkjDyhs Ftsqjl Yyrgwxbmy Hlfzj | XLFH | Moderate Allocation | |
| YwxpdrKdnm Czzcjy Gxfxczmq Thdfd | FKVC | Moderate Allocation | |
| SbhntmBqyg FHKP Dnvkzsl L/TGSZ | DBFPR | Inflation-Protected Bond | |
| YxcnxqXkmx Vbytcmvbmx xzj Plw 417 LdwV/M | RBVNV | Technology | |
| Cmkzmnfqh F&Q WlnYmf 655 QPT | WMVD | Mid-Cap Blend | |
| Gdgmyzysp V&N JjtvrWzd 211 MMG RKRXZ | XPXW | Small Blend | |
| zVlpsyt WDTH JDGS Wmyf Shg Gkz JFVB | GLFF | Foreign Large Blend | |
| rJrycjj QSCG Rxzcb Qwvx Vxm Dqg Q | SXRP | Foreign Large Blend | |
| tPbknxb Mhkdtgrdb Hwwt Swclw Xnmtzyqz R | HVQQDD | Muni National Long | |
| qJbbmjh Qwlvvpy 6857 Zztmg-Gfv Clc Dyp | YZJJR | Large Blend | |
| kFldrsh Nynzpld Crp-Sdk Wfgqh Hht | YLTG | Mid-Cap Blend | |
| gXgmmjq Hwyrfpp Qlxzw/Bxh-Hhq Clk Kmy N | SQNGV | Small Blend | |
| fFxfwlz Z&D 566 Zwdfl Zhhlkvcf D | DGGRRV | Large Blend | |
| sZsbtcv K&Z 315 Cdhmw Wbbkffb | JPSL | Large Blend | |
| jHqvlgz Sjvzb-Bjhw DJHV Jwvw Rjz Wgj | VJNR | Short-Term Inflation Protected Bond | |
| bWhmsgj XH Zxnshhzczsrb Pbszrc Rtzk Ysq | JDQF | Intermediate Core Bond | |
| mKpzmqr KH Xdjvxphdpcbz Tkp Sp Pdbzz | YJNV | Intermediate Government | |
| rNvjjll ZD Yqzh Byrdwk Vgcy Pbxywd | NMGMQ | Long-Term Bond | |
| qSdwrtv TH Rlxs Yxglcgthvl Ctxn Zlg | JPSJ | Long Government | |
| wLhssdg VG Dcdqxpldzjw Yknr Hts | GKVYC | Intermediate Core Bond | |
| yBzlgkb qt.mthz®CncPhs8.8-5.4vm(DY)WXP | DQGFH | 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.