Gold Rated ETFs
Truth in advertising. Here we highlight those ETFs that received a Gold Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed portfolios, Gold is Morningstar’s top recommendation, reserved for investments that are expected to add the most value within their category. For passive strategies, ETFs with the top rating are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
Strategic Beta Group
|
Active/Passive Strategy Type
|
Adjusted Expense Ratio
|
Medalist Rating
Overall
| |
|---|---|---|---|---|---|---|
| AAM SLC Low Duration Income ETF
LODI
| Short-Term Bond | — | Active-Discretionary | 0.150% | ||
| AB High Yield ETF
HYFI
| High Yield Bond | — | Active-Discretionary | 0.400% | ||
| AB Short Duration High Yield ETF
SYFI
| High Yield Bond | — | Active-Discretionary | 0.400% | ||
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ZNHWX
| Tactical Allocation | — | Active-Discretionary | 1.020% | ||
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YBXYL
| Large Growth | — | Active-Discretionary | 0.560% | ||
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WVVP
| Technology | — | Active-Discretionary | 0.580% | ||
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TWZTC
| Intermediate Core-Plus Bond | — | Active-Discretionary | 0.310% | ||
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NPSQP
| Multisector Bond | — | Active-Discretionary | 0.360% | ||
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RMDN
| Muni National Interm | — | Active-Discretionary | 0.440% | ||
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VHLZ
| Global Large-Stock Blend | — | Active-Discretionary | 0.230% | ||
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ZHCNR
| Global Small/Mid Stock | — | Active-Discretionary | 0.260% | ||
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VCXLL
| Foreign Large Value | — | Active-Discretionary | 0.340% | ||
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GHNM
| Diversified Emerging Mkts | — | Active-Systematic | 0.330% | ||
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RMXHB
| Foreign Large Blend | — | Active-Systematic | 0.230% | ||
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HXPR
| Foreign Large Value | — | Active-Systematic | 0.250% | ||
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BJCKH
| Foreign Small/Mid Blend | — | Active-Systematic | 0.300% | ||
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LBHHF
| Foreign Small/Mid Value | — | Active-Systematic | 0.360% | ||
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ZXFZ
| Diversified Emerging Mkts | — | Active-Systematic | 0.330% | ||
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TVPJ
| Foreign Large Blend | — | Active-Systematic | 0.230% | ||
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RCZS
| Large Blend | — | Active-Systematic | 0.150% | ||
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VZGWB
| Large Blend | — | Active-Systematic | 0.150% | ||
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WDCD
| Mid-Cap Blend | — | Active-Systematic | 0.180% | ||
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BGSNJ
| Mid-Cap Value | — | Active-Systematic | 0.200% | ||
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DTCJC
| Large Growth | — | Active-Systematic | 0.150% | ||
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YMSKJ
| Large Blend | — | Active-Systematic | 0.150% |
United States