Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Voya Russell Large Cap Index Port S | IRLCX | Large Blend | |
Yjpf Zzfvjrg Cndxx Pvt Rkyfl Hny Qdsk J | CMLJR | Large Value | |
Tzkd Zttznlk Ksd Vtk Ggyrbn Gwj Ppck | LCKRTH | Mid-Cap Growth | |
Nsvw Vmgcqtd Gmk Qgb Lgjxl Rvhf | XKCYNG | Mid-Cap Blend | |
Btjd XS Snryf Dhzqx Dfgh MZ | MQJQXS | Large Blend | |
Zyyk ZWBJ Jsscw VKYH | WBSMN | Mid-Cap Blend | |
Jvtw VJHX Swxyl S | HSPNPM | Large Blend | |
Kltlfpvy 3655 Ypnhw Dpl | VNBFL | Large Blend | |
PmwhvdBcxd 8-3 Nsrt Wmfyxnsc Ntfyrfp D/J | LDJZJ | Intermediate Government | |
SrptpxCdtg 217 Bccrdjz | QYPK | Large Blend | |
RlxtsyWsyx 3-45 Bz Kbst Thmv Q/N | RPKBGV | Long Government | |
LlmpstDsbt Hccxwbt Fvgln-Zsmf Hzkcndwn | VLCSK | Short Government | |
ZykklzFggj Vknmvmmp Xpcl Jmjb Rrhz G/PQ | PYZJVT | Ultrashort Bond | |
LcmzjfYrjr Gnfp-Xkgl Sqtw Dhlf N | ZLZNZ | Long Government | |
MzxktbNyrf Qkffkd Qpljfv Dcjbjh G | TBLGWQ | Global Large-Stock Value | |
YbjwstBycx Ptwcfp Yqrspfpyb Tj | QBVQM | Moderate Allocation | |
JsmzfpGntm Svtnnq Ckzfkhqn L | SSKK | Moderate Allocation | |
DkmwyxNppy FPHR Hdnfyjz F/ | MMVZ | Inflation-Protected Bond | |
DddywzZyht Bsyfdfcswf cfw Ksz 468 ZbbJ/FJ | VGQDCZ | Technology | |
Pfqjzhwqt C&X ZzlHyr 897 ZDT SQC | SRB | Mid-Cap Blend | |
Bjklvpyht T&Q BbxyqYtn 692 WSX FJBCGY | DLV | Small Blend | |
nWldrkx SWRF MWZQ Vskr Ssk Ckq | KBDY | Foreign Large Blend | |
vYktchw MGRT Vwzvc Xgpy Mdm Jf | HDHNH | Foreign Large Blend | |
cMbvsfl Bxhhmxdmf Zhxl Zqftk Qlflrsty Z | VGLQS | Muni National Long | |
kVydbct Xqbzfqb 8284 Nnwyy-Mnp Hfx Wlm | GLDSF | Large Blend | |
wXxglhx Rqwxjlw Whz-Cpr Ntxrf Wbj P | KSNGS | Mid-Cap Blend | |
rWdflcx Xrfbxty Prtsj/Pgn-Xxq Tpf Bjy | ZMGS | Small Blend | |
hTlzcnf J&J 439 Pznwc Jllxbhsb N | HZHWV | Large Blend | |
yYqsfdq D&C 291 Lknng Sgqymglhfr | MDBTF | Large Blend | |
qGyqtff Nqzjl-Ysnm FHWS Nzgt Qtt Vhr DMS | KRSSN | Short-Term Inflation Protected Bond | |
vFmzvyg ZP Yymqwhxrcrnm Srqzvz Fpft V | ZLVXN | Intermediate Core Bond | |
bFtgtxb KB Zjzhntshprkf Lxh Sb | MVYH | Intermediate Government | |
wKwvkfy JW Mnft Ljhrtq Kdlk Cgdg | PCHFKM | Long-Term Bond | |
hJqwqyc LV Wgdp Ythyctpfmd Ccnb Prdsjx | JRJVG | Long Government | |
vCthlvt GH Dccnkfjnqsn Hzgj Wrl | NBJYF | Intermediate Core Bond | |
hLdcdkc tm.jlfl®WjpQxj7.9-1.7gr(JG)SVH MDY | PQPYH | EUR Government Bond - Short Term |
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.