Index Medalists
Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they invest the assets of the fund or ETF to mirror the construction of an index, giving investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings. Here we highlight those that also received a Gold, Silver, or Bronze 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 passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
| |
|---|---|---|---|
| Allspring Index Fund - Class A
WFILX
| Large Blend | ||
| Allspring Index Fund - Class Admin
WFIOX
| Large Blend | ||
| ALPS Equal Sector Weight ETF
EQL
| Large Value | ||
LOCK|$G j$lW!Gh%HZ><# myxl@m gYdP^lp@ pS>$ %!>
HBVV
| Foreign Large Value | ||
LOCK|#?!qMQ s>&^^Sf q.X. gl<FGBl pGnxsB z$%
SQVKN
| Large Growth | ||
LOCK|kV&H# !jfg b%B#F<# >n&gD<vPPr #.K. hrNJ<Q
MRCNG
| Mid-Cap Blend | ||
LOCK|T#BB kK^j yxLh@&b!Z> !Yvt C-dc >Y^<# r%f <VJBt | EUR Government Bond - Short Term | ||
LOCK|@f%<'f hQj ?%<HZV
PCHPB
| Mid-Cap Blend | ||
LOCK|M &L@^bJ q?Y# ?bHkJN >G<^n fkq> - d$JTD jq?
KFWYWN
| Intermediate Core Bond | ||
LOCK|D ?&F@^# yb^& pRBL@C qkDwj LrMP - gb>>DtXs pH%?z<<
LNDWW
| Intermediate Core Bond | ||
LOCK|> cZ>$@C GwSL ?CS% fy%B>
DZJPZ
| Intermediate Core Bond | ||
LOCK|p $!wgmB fq&$PM>M #x^MYJB &?%%!@ WM@
ZMNLW
| Diversified Emerging Mkts | ||
LOCK|> @gGBMK Z?KtSHLdzBM^r &&G S<m ?pbd> Xj^!N &JNY &@#@l Yyl
MVZJWV
| Large Blend | ||
LOCK|D RZB?RP s@mN<rQ^b!zNs V@Xp? b!Sl& >tlr Q!mg% NTd
YWRDVT
| Foreign Large Blend | ||
LOCK|$ LsVm?N vv#%m>FBc&FTf %f<Gc g?jJ& r>Xb S<lfpD$< fMwKK><
WTBTJ
| Foreign Large Blend | ||
LOCK|g %sJkLQ &?jKtK Dz!<v >q@g rN%%^ >
CRPHH
| Mid-Cap Blend | ||
LOCK|# f@WjP! dZ$$y^ x@T&Q B<%$ >p?qQ^>y v^>?rzP
GNSFG
| Mid-Cap Blend | ||
LOCK|< >Vt$q? g&h P@P Gv&Zj ?#jvd
SRSPD
| Large Blend | ||
LOCK|! %N&G%S &>#HW sdL X^SkR !C^hs gM<K ^S$@G K$L
SHBNBQ
| Small Blend | ||
LOCK|H >P>YsQ %$$&> qlB ?b?rm <%nn< JMFz !rtX^l^^ WHDGM<!W
BRKGF
| Small Blend | ||
LOCK|V %#j<Fr l? T^>D! >%> sS!& !tJk^Y PZK
VYCXM
| Large Blend | ||
LOCK|d >rFLQ$ q% @#$ @?s kv%z #$FhCH DKpQl>
LRPPR
| Mid-Cap Blend | ||
LOCK|K #$h$$> ># RP>W# ydp L^f! J%%@hy c!#^BX
ZSMV
| Small Blend | ||
LOCK|?#pfz%? vS@ #gj<M S-> %PC< !>G^X?$PW @#%B !zYlvh
LVRS
| Short-Term Bond | ||
LOCK|JZKFb@t kfs^?ykrB nR%$ Zh#Z g<V#%L $^CN%!&S <Y &K&#^Jd$ $cb
VTJXR
| Intermediate Government |
United States