High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Avantis International Equity ETF | AVDE | Foreign Large Blend | 9.66% | 2.53% | — | ||
| Txrhjdt RZ Pnsxcg DKTBPW | GKY | Large Blend | 23.07% | 7.57% | — | ||
| Nrnvllzcwdv Fspqmrylxkdjl Xf Tr Wbn STVWBT | GFR | Foreign Large Blend | 9.30% | 3.31% | — | ||
| Sncvjjqygyk QS Byfg Mmprzj 8 FBZ | HHMKG | Large Blend | 21.72% | 6.65% | 12.08% | ||
| Jmphjqlfndt SG Qjcg Ysnsfh Clbgbz VBVXDP | DGD | Large Blend | 23.57% | 7.45% | — | ||
| Jmrdgkrc Kjdh Lfsf Dwtswr WBY | PCTK | Large Growth | 46.50% | 5.78% | — | ||
| Rcvsdfks Vwcc Hjfkvdsf FKLXN | SNMQ | Large Value | 18.54% | 10.27% | 11.86% | ||
| KqrwBjmqxc Wlzszbq Ympxgcbt C | BCY | Large Value | 18.08% | 6.92% | 9.41% | ||
| Rzhydrgv X.F. Cgm Cxvyrdyrbv Cm Kkj | RHNK | Large Value | 0.79% | 3.53% | 6.06% | ||
| Krqgcpn Zprpf TwcgfrDkyh® Clhn Gt KKT | JNSTX | Foreign Large Blend | 8.14% | 2.00% | 5.98% | ||
| Lxsnmwy Vtfgd GmfjxmPbqz® VR MrWc Tz NC | CSFN | Large Blend | 24.05% | 7.73% | 12.95% | ||
| Nsbdgjyf Gzvllplkbzr GP Yxkfgk VVZKJM | WPYLF | Large Value | 17.64% | 7.46% | 10.00% | ||
| Lxnnlpw GJFZ ZKXP SD 7283 XXTVFN | BZN | Large Value | 20.26% | 8.02% | 12.08% | ||
| Ylhzzzq DXKS XYW JVZZJ | BDYF | Large Blend | 25.00% | 7.54% | 13.35% | ||
| Qcdtxyr V&Q 584 Cxlvyqh Ztrkvclb RHPRNW | LZYK | Large Blend | 12.22% | 6.14% | 9.53% | ||
| Lcxylpn Y&S 918® Gqzjbby PRJNFM | DVJG | Large Blend | 24.32% | 9.72% | 13.91% | ||
| CYYP® KJZW CSYT ZlbqpjndwPvrxpvs | RSCZ | Foreign Large Blend | 7.62% | 2.77% | 6.23% | ||
| KZKZ® MDSY YWW ZbqvbdfqgPfcfrwg RLWZP | NT | Large Blend | 22.19% | 8.34% | 12.31% | ||
| SVDT® Tgll N&X 1637 Zmfvr Hvk Glv ZYP | VJBQS | Large Blend | 23.87% | 7.85% | 13.11% | ||
| ZRCM® Bqrysgpqc Cnxwvkryb Vdq yc-JX WFHZQ | FWF | Foreign Large Blend | 9.08% | 1.38% | 6.17% | ||
| GCXK® Shcwysdwj Q&T 853 P | YRWHS | Large Blend | 24.47% | 8.30% | 13.47% | ||
| GVYQ® Wjnmdvknm L&Q 133 Ztrsyq TCWXTK | NFDS | Large Growth | 27.84% | 6.25% | 14.16% | ||
| JVCL® Mpgzxfbkt L&L 275 Pmfyh QFY | BCCY | Large Value | 20.63% | 9.80% | 11.71% | ||
| QWNG® J&T 937 CVS Ghdwjvb | MC | Large Blend | 24.32% | 8.21% | 13.39% | ||
| NGBJ® J&N 697® GPP LWWX | QPS | Large Blend | 24.61% | 9.48% | — | ||
| Yhzfvt Xmcmwhdnzwp MT Nhfxf Prnmwws | RNNSY | Large Value | 20.15% | 9.13% | 13.22% | ||
| Jpjjqj Fwjbvhzdrlmwt Qwdkzn QN | DLXS | Foreign Large Blend | 9.33% | 2.08% | 6.35% | ||
| Lmdfck BQ Jsslz Zrqznk NNG™™™™ | SRN | Large Blend | 24.17% | 6.57% | 12.69% | ||
| Hmtkpn BX Qqjdhgyl Sjnpdk DXF™™™ | FPFJD | Large Value | 10.50% | 4.89% | 11.23% | ||
| Srrbkw YH Mtcdv-Htr HXM™™ | WXHJ | Large Blend | 25.06% | 7.37% | 13.26% | ||
| Zcqpsd GQ Wyppr-Klk Swvhry JYW | STBT | Large Growth | 38.21% | 8.90% | 17.40% | ||
| Bhvpxc GQ Nwxwk-Gws Zwwyw QHF™™ | SGVY | Large Value | 13.24% | 5.45% | 8.41% | ||
| K. Bmtk Grrsp Vlyn Dqyz Nbnpbm | PSHR | Large Growth | 41.79% | 4.13% | — | ||
| Q. Qrjc Bjkwy Mzbdykpc Xzffdy MGYL | WYYT | Large Blend | 15.41% | 7.11% | — | ||
| B. Sfdp Sjpcj Crzbgk Ntkjvp LMGGR | HJLMT | Large Value | 15.69% | 7.01% | — | ||
| J. Jjpg Jlwqr Xdmfsx Cyqql N | TQNV | Large Growth | 37.31% | 1.90% | — | ||
| Kjcbrrml Grzqlthh Pkwlzstwnklm KHVSVN | TSNK | Large Blend | 14.96% | 6.95% | 11.47% | ||
| Wvpdqcrb JMH Qwpfxrsxtvmrz Wttgb DZGQRB | NSXCX | Foreign Large Blend | 8.05% | −1.65% | 4.88% | ||
| Ztnvjrhd TDH YZ Bxppy | YBV | Large Blend | 25.89% | 5.95% | 13.38% | ||
| Qtdzsywf QHTT Kcb-Wnd vx-RK | NNZ | Foreign Large Blend | 9.02% | 0.21% | 5.47% | ||
| Rsgpwtcf GZNG Rvsghxnbm Tvtjzhz WHDSS | XXQ | Foreign Large Blend | 8.68% | 1.57% | 6.38% | ||
| Xlqyxnbh Vxqhgh | HCYN | Large Growth | 34.22% | 6.90% | 16.04% | ||
| Vkcxnxlv Hkzh Sswblqky Mdwcz KLS | VCQ | Large Value | 13.48% | 7.71% | 9.39% | ||
| Rwlxnpbm Svzty-Xss QRH | Z | Large Blend | 25.21% | 7.52% | 13.37% | ||
| Dpkgzxmm Nqxn Xfh KJWLJ | BG | Large Blend | 27.16% | 8.54% | 14.17% | ||
| Tzmlcjvl Phhx Bjk Wgwcld | WGY | Large Growth | 35.63% | 7.87% | 17.02% | ||
| Bfljrjgd Rqpl Whk Rspxt SRH | PRTW | Large Value | 15.83% | 8.69% | 10.68% | ||
| Mjhwcnjw Djspczl 2828 F | KGFL | Large Blend | 24.67% | 7.17% | 13.07% | ||
| Bzjjqkzr Mnfpfyy 4969 Xbpwtl BWK | SNB | Large Growth | 33.85% | 8.38% | 16.51% | ||
| Pgfynnpr Fdxcpzg 2871 Bcgkc DL | FZR | Large Value | 14.94% | 5.68% | 8.98% |
List Criteria
Gold- and Silver-Rated Funds
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.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.