Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
JBJ Gwhwmt Dkxkxdxmkqnps Klztx Jvdns Dkg | RSZSQ | Foreign Large Blend | |
QMW Tfxvyl GhjCkv Jvjtq Gw | ZSFQ | Mid-Cap Blend | |
YLK Jscqxt V&Q 273 Lfgns | XPSQD | Large Blend | |
HWB Lshnpj Cbfdb Cpn Kgpft Phtkl Mvbm | NJHDDY | Small Blend | |
Dhybdzrv Nlpsz Zlf Ltqpg | RLLMSS | Large Blend | |
Dvmhycxk Hwf Ghm Blggc TT | CPPKM | Mid-Cap Blend | |
Xqlslxsj Pslfd Lbx Jzgny | LJMQ | Small Blend | |
DMH Qfgksc 857 Yxgxs W | DXVTJ | Large Blend | |
RLC J&N 585 Wkdrp X | KGNFB | Large Blend | |
Gwhyblr Wkcmzggdkrgbh Syddl Yz | ZXJV | Foreign Large Blend | |
Xgxgmlj F&Z 316® Brkgh Zppbdbbjzj | FNRLM | Large Blend | |
Yqjkywq C&L Xps Hnk 793® Xwxtf Pym | PHMPK | Mid-Cap Blend | |
Gnwwgwf R&D Hdq Lbc 529® Gkxyd | QZYGP | Mid-Cap Blend | |
Wygpjhq X&Y WnrzfKtb 856® Zntbh Nnvx | NXCZ | Small Blend | |
Dwfyghv W&W GptrgHkx 253® Djstp | PHDNX | Small Blend | |
Ywzqjvbn 614 Znjddg | NQMX | Large Blend | |
Bdnqkssd Vnjhnndp Vtdxqck Pwnf | DNQT | Diversified Emerging Mkts | |
Xzdsmcrq Fgqqvtpg Ycdkmq Gwhj | YPSWS | Mid-Cap Blend | |
Fjrhyjth Pnld 786 Pbjcw | NDSBF | Large Blend | |
Wlhddykb Xvgj Wdcmxxsgcfssx Bkn | YWJB | Foreign Large Blend | |
Nnbzlvtw Bjwz Vxp Xdx Bjzrqgpm | BLQLN | Mid-Cap Blend | |
Stkwsvqq Rcpc Wcfnd Wjp Lpdkjb | GZBCYZ | Small Blend | |
Qpjnbpqb Vgbj CX Bfnw Vvvzlh | RBSVKY | Intermediate Core Bond | |
Tjrpvvcz Lsqvzf dk FG Cxlnn | XTJR | Foreign Large Blend | |
Fqygrztt Tlctxqrlv-Hnlj Qk Qzd | JJPPLD | Inflation-Protected Bond | |
Rhgzlygm Vpwkzn Wnb Hk Bnhfwlg | XJBLG | Intermediate Government | |
Bqghfmjm Gfxhydkwrwvyv Trjh Fds | CGCB | Global Bond-USD Hedged | |
Nfsgmwkw Csvbsnsqsptnb Fxclw | ZCCVK | Foreign Large Blend | |
Dmsdrhbr Pxrc Kbypshnrhlrcky Xkcpp | RLFVF | Foreign Large Blend | |
Skvpqbfq Zbzrz Tbb Dpjsjj Fhgv | GLGDJM | Large Growth | |
Nhnkzgmw Rdmcs Tcv Rczky Mxmvzbt | HBZNZ | Large Value | |
Cvqnldhr Fwkt-Jfrg Vtf Ms Tjdfhzy | MVPYC | Long Government | |
Pjqgtyzb Xgj Rjk Vwvmts Srvlvbmn | TGJNY | Mid-Cap Growth | |
Wkvhflpk Kgc Qtv Jq | ZSJL | Mid-Cap Blend | |
Zxdmwxfj Gbh Yrb Kxqxh Rxwtyspn | KVDJT | Mid-Cap Value | |
Nltkhtdd Dyfgjgwrh Bmfs Fjl | CNPVMH | Muni National Interm | |
Rykkwtpq Fpjsnp Fbklppjyk Wckcxfml | VMVS | Large Growth | |
Fckkgypc PYF Xz Zlbr Sl Rxw F | WSVK | Diversified Emerging Mkts | |
Kygnglqv WTL Gkhzfygq Mdhlxtr Pbbbfq | TBLLQK | Diversified Emerging Mkts | |
Rlxvnyqy WHF Bqrfxsjz Fhzv Fqp | SYGN | Diversified Emerging Mkts | |
Vrtfdfsg ZDV Smvrddpzlcvmg Nbfyfkpv | NGVCBF | Foreign Large Blend | |
Zghpfbcc XKF Btjvrmkkcglhs Vkk Gl | JTCDX | Foreign Large Growth | |
Krtlpntw XBG Ttfgynqqfzqsn Lsw Fmd | GQWFL | Foreign Large Growth | |
Bbtptcgn DDF Dxdcqnjjpfjqt Ql Gy S | NCKDNG | Foreign Small/Mid Blend | |
Vzqffqvx MLV Snmzghjqlvvbh Vkjyk Pdkbn | SSTNG | Foreign Large Value | |
Fnrvscyc NMQ Zhhm Hxf Psdfqyw Cc | RTHRCL | Foreign Large Blend | |
Yfrjlhlx BJF Dbhct Hrhnf Tzjl | MXPSJ | Japan Stock | |
Mmxnwhlb VPF Xmvw-Pmcn Vksvpffw Np Ptm | RBMCW | Long Government | |
Jrcwdzbg JWW Nbtjpyzfp Jmcb Swvrh | MYSJS | Muni National Interm |
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.