US Value Index Medalist Funds
Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they simply invest the fund or ETF's assets to mirror the construction of an index (such as the S&P 500), providing 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 funds also tilted towards US value-oriented stocks that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). The Medalist Rating is a 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 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 | Morningstar Rating for Funds Overall | Total Return 1 Year | Total Return 3 Year | Total Return 5 Year | Adjusted Expense Ratio | Fund Size | |
|---|---|---|---|---|---|---|---|---|---|
| ALPS Equal Sector Weight ETF EQL | Large Value | 14.88% | 17.59% | 9.88% | 0.190% | $777.61M | |||
| Amplify Cash Flow Dividend Leaders ETF COWS | Mid-Cap Value | 30.71% | 22.70% | — | 0.190% | $44.69M | |||
| Calvert US Large Cap Value Responsible Index Fund Class I CFJIX | Large Value | 30.93% | 23.98% | 10.55% | 0.240% | $2.19B | |||
LOCK|c#%WM Nf #H!lR >lD ##?^Y v%wVtv@n<#k sC<Sy >t&& QWYtJ B< JYSWH | Large Value | 30.98% | 24.04% | — | 0.190% | $2.19B | |||
LOCK|@JlC>? Y&bj^#cH r&&w@wNg ?f>lB ?HJLwj FJTXH | Large Value | 26.29% | 22.26% | 12.60% | 0.190% | $398.68M | |||
LOCK|#<?#b% t!R>zd$J @W! f@c >>%J>& $Fz@ZL VYRD | Large Value | 15.36% | 21.71% | 11.84% | 0.150% | $743.24M | |||
LOCK|%h$fbJ x<xp G@#<<cY! bP>K& FTTLM | Large Value | 14.45% | 20.80% | 13.22% | 0.150% | $10.34B | |||
LOCK|$@SF?^ @&F&% N#< &Nt!& hSPl% %dVwf CWDQD | Large Value | 29.67% | 22.78% | 11.82% | 0.035% | $15.12B | |||
LOCK|Fw%Q%? !!$ ^sg WF^L! hd!FJ kkkvS? SMRHKM | Mid-Cap Value | 25.56% | 20.83% | 9.22% | 0.050% | $1.76B | |||
LOCK|G%kcCd KN> n.m. ^yT%L mKM<@ S#h!P PDXJC | Large Value | 26.91% | 23.83% | 14.03% | 0.110% | $9.79B | |||
LOCK|&cC@pH %%DzSc <@kyB Q^K g$k?$ @fBy? t%RXg$ DXSLGS | Large Value | 29.79% | 22.84% | 11.87% | 0.000% | $12.53B | |||
LOCK|$<X@?? @#Vdm %@! $Q$%^ Yj@nD z#Jz>>m ZFZJQ | Small Value | 23.60% | 20.41% | 6.66% | 0.050% | $2.44B | |||
LOCK|nd##dD P^R#G Dyq%^< c#<& SNRF | Large Value | 16.89% | 20.72% | 11.78% | 0.150% | $1.34B | |||
LOCK|>@K ^JSZ< &&<^Lg nwLWw^ >X%@D$>V & fzr<yk?$ c&?Tfp KYMT | Mid-Cap Value | 15.21% | 20.78% | 9.02% | 0.600% | $71.17M | |||
LOCK|tLx qcg#F ?<V!Pw Dv>P@W QHX%%%ng & wyh!$ <yg YQRY | Mid-Cap Value | 14.13% | 20.85% | 10.53% | 0.600% | $45.53M | |||
LOCK|XSZ BhZxX KxXLn# yr!LF?T& <ZrC>wdq< t%?? WSFV | Large Value | 18.09% | 21.85% | 11.02% | 0.470% | $25.04B | |||
LOCK|^P@Y B $dy%Gz%^ X.T. ?C^$w! !#&kf% MKTRN | Mid-Cap Value | 17.85% | 19.32% | 13.61% | 0.270% | $872.53M | |||
LOCK|S#hw J r.c. <>$# QJZL Dt$Th gJ# &<R XHTJ | Mid-Cap Value | 34.27% | 23.24% | — | 0.250% | $36.48M | |||
LOCK|r@dw> sTh^? lpmf^H%QS?® t>CSN%? %t!C d@NkW ?!^!?< CsM?T HWKQT | Large Value | — | 29.62% | — | — | 0.120% | $449.26M | ||
LOCK|#!cm?>## d&xK$ c#@b# $$!C>& N!j@X $d?> nzj@CtZ@>Ls?<Y ZNLGLV | Large Value | 29.34% | 22.24% | — | 0.260% | $799.51M | |||
LOCK|N%>QJY<T @d!s# T@Xx% Y!PhGp zFR^# <!f# !G&%$Bswgb# JMNPDV | Large Value | 28.94% | 21.92% | — | 0.510% | $799.51M | |||
LOCK|m>rC L>ZLB ^%p !&T^@g% N&D NSGR | Small Value | — | 17.70% | — | — | 0.290% | $12.39M | ||
LOCK|t>>MR! >#?HmqPn%Tr bC$nX nR^ $W$^t QFBSM | Small Value | 24.24% | 18.53% | 8.02% | 0.340% | $48.73M | |||
LOCK|%>@N%$ ?@!BR>GBsZ? p$ &bJB^^ f!J ZLXC | Large Value | 18.84% | 20.14% | 11.60% | 0.190% | $760.24M | |||
LOCK|&c%<z& M< !@Ryn dLj# HWDD | Large Value | — | 27.74% | — | — | 0.290% | $3.26M |
United States