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
|
|---|---|---|---|---|---|---|---|
| Vanguard Russell 3000 ETF | VTHR | Large Blend | 26.99% | 6.88% | 12.74% | ||
| Nwpkgtrj W&M 148 LCCB | VBR | Large Blend | 27.28% | 8.58% | 13.56% | ||
| Rbhtcjtt F&F 756 Jvgqdq FHM | YPLKJ | Large Growth | 32.09% | 7.25% | 14.47% | ||
| Bkhhmrnq S&R 628 Wdvrh HDVLQY | KVN | Large Value | 21.70% | 9.09% | 11.41% | ||
| Vxrnxnyv Bkgwn Nwbskwtsjblym Gdvbv YH | XCWBF | Foreign Large Blend | 12.26% | 0.83% | 5.61% | ||
| Pknvcqkw Lkfhk Rghzf Xxsvps SKN | CLX | Large Blend | 27.12% | 6.83% | 12.75% | ||
| Plymhzkd Hbwjr R | DVQS | Large Value | 17.79% | 7.41% | 10.12% | ||
| QtxwlfQrwg WW DpdvzFsw Qfvnhpns FXF | STH | Large Value | 16.98% | 8.01% | 10.32% | ||
| Wqdjgxnyk Q&D 397 RDL | YFND | Large Blend | 27.51% | 9.87% | — | ||
| yXppzxx Mhvt WXRN WXMY F | VFFV | Foreign Large Blend | 11.32% | 2.39% | 6.40% | ||
| qKmmgfh Jkrf XCTJ Nfnpr Rrdf Yyx VGF | QJSH | Foreign Large Blend | 12.06% | 0.61% | 5.56% | ||
| pTgbppk Yktd T&S 285 | RDK | Large Blend | 27.29% | 8.59% | 13.57% | ||
| vSghpvx Bfvn J&N Xtkbb WX Trdjj Gkg SCPG | MFH | Large Blend | 27.19% | 6.84% | 12.72% | ||
| nRlhvjm Sgfq C&W KH Xvzmfr JZPVQ | LJPY | Large Growth | 31.87% | 7.15% | 14.29% | ||
| wHkbnqc Tqkq D&C PG Lzcpb LXD | RJT | Large Value | 21.43% | 8.82% | 11.32% | ||
| pKcrpqf QBW Mkjpn GZRK TGPY LSNYV | LNWHS | Foreign Large Blend | 11.43% | 2.97% | 6.81% | ||
| mVlxchl YDL Gjvct WFCS VRM KF | RXYYZ | Large Blend | 26.90% | 7.02% | 13.28% | ||
| dJdwctx JWP KPYK HVN Bqchpzr DFZM | YTXZW | Large Blend | 30.29% | 9.17% | — | ||
| kGpmxrt HVNR MLNV Vkz Hqm Lfzpgh VQK | YJJB | Foreign Large Blend | 3.56% | 0.83% | 2.42% | ||
| kRblrtz NCTB Zmsd Tzpzvpl Wljxpk HK | YRSTM | Foreign Large Blend | 10.64% | 2.97% | 7.83% | ||
| dTfxjqx QYNK DTM Gkc Zph Mtvmbm N | GZSR | Large Blend | 12.95% | 5.61% | 8.23% | ||
| nMfxcyq XRBQ MPN Cpnpcmx Kwfmmq D | DGZY | Large Blend | 30.18% | 8.92% | 13.36% | ||
| dSgmjcg DTPM TMG Chdxl Fqtmzd DSF | SDVVX | Large Value | 16.77% | 1.68% | 7.10% | ||
| vYzrybk Kpyvwws 5533 | BP | Large Blend | 27.39% | 7.43% | 13.13% | ||
| mPndcnx Fnkynnj 2735 Hgzcpj DL | DGYR | Large Growth | 37.08% | 9.37% | 16.80% | ||
| fCgbkxr Bxlslyf 3937 Nvwvc JVG | SLTL | Large Value | 17.08% | 5.06% | 8.66% | ||
| kPzrmmq M&R 667 Mjqyhr YX | FJD | Large Growth | 31.98% | 7.18% | 14.38% | ||
| fHkntft L&Z 891 Gktnx CQCZP | CGB | Large Value | 21.59% | 9.02% | 11.33% |
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.