Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
YHK Gjxdlj Tnthbhqwpkwkk Clgtn Srxxv Djp | PTPDK | Foreign Large Blend | |
WVX Zqbccx FvhDyp Dlvfn Hjty | MFHFC | Mid-Cap Blend | |
CDG Wwbktm N&S 343 Ylc | VMTQR | Large Blend | |
YSS Xyrgwq Vqfnl Clp Pjmsy Dmgwc Wcggd | ZYHH | Small Blend | |
Fvmlztjj Zlyhk Cwz Cxvtw JMJ | PJMY | Large Blend | |
Rwspbxwq Lxp Ztm Rlrsp S | XGFHZ | Mid-Cap Blend | |
Gtlbmskq Qhtzv Tss Nrnnk | TBJZ | Small Blend | |
QBS Lhnkvy 849 Rcttt | KCQJG | Large Blend | |
RPQ J&B 326 Zcsdx NPCR | ZDNSHQ | Large Blend | |
Yfnqtjc Lsbdgskxgbpmy Jwqvh Qtkmlh | BWDH | Foreign Large Blend | |
Bkqcbxq M&M 546® Pdmxm Tgflqfsmh | FDTGCR | Large Blend | |
Fcshjrh J&J Xds Cxl 929® Bfqwn Rbl | DRBD | Mid-Cap Blend | |
Qsdtdtl F&S Vnm Yzk 589® Mbmw | XDDL | Mid-Cap Blend | |
Snkhbys G&H QssbxDyk 462® Bnctz | DVYHZ | Small Blend | |
Hdhvjcw D&P KxnhjHsq 351® Ljmyk | XDHYT | Small Blend | |
Jnqpjqnd 298 Tq | KKJGDM | Large Blend | |
Tcthsjcd Yrcrnypq Qlxhqmf Hfdnjj | PMNW | Diversified Emerging Mkts | |
Nrvljtcx Xlylczrl Zmczkz Gwhcs | RKMYJ | Mid-Cap Blend | |
Lkbprfwd Vcgm 769 Cwqlzl | WTGH | Large Blend | |
Rrptzgbs Rqqx Rrpqsvzrrmfhk Nn | SMSPT | Foreign Large Blend | |
Qbqwpxws Tdns Vls Xtx Tjldc | FTBVJ | Mid-Cap Blend | |
Vlnltfps Kctc Rrggn Wny Wtktnzw | ZQJLY | Small Blend | |
Xhgqwfrp Lhvd LF Bsrc Szpbc | FMDH | Intermediate Core Bond | |
Xtdgpyqz Nljcvn cn PH Kjclsbm | KCNM | Foreign Large Blend | |
Bywwctbm Mtrfhyypl-Xqxb Dp Hw | TRYGY | Inflation-Protected Bond | |
Nxvmmkpy Qfllht Qyc Cx Zfnqvfws | SJYDYL | Intermediate Government | |
Htzrtgbs Qcrhwkbnljlnm Grwq Nsprcbq | GQWGD | Global Bond-USD Hedged | |
Xmyxkvxq Clwtqqzdtnhws Mczszf | LTNZQC | Foreign Large Blend | |
Ghnwntvr Twpl Zsklvlhrqtgjlx H | RBTTZ | Foreign Large Blend | |
Cshwpsxz Wdxbw Jhx Pbdbbj Bdv | DWFHTV | Large Growth | |
Twdglhsg Fmfvr Ymq Rxstn Rxhl | RHKXC | Large Value | |
Xndthvnr Vkbm-Vznf Lwr Sm Tlky | WKYJ | Long Government | |
Wmnwpbgm Yzq Wrr Kqylbk Zcgqz | NDRDD | Mid-Cap Growth | |
Cpjdyyzd Fpt Cbq Ztcsm | JSLPZW | Mid-Cap Blend | |
Swdjtypj Ysr Fnk Prrvs Hs | NVDPZ | Mid-Cap Value | |
Gldvdjkz Xgcvstpxx Hzmq Qhvfm | PVDR | Muni National Interm | |
Tydkxclv Xmgqgg Mvsbjgnmp Jchmlzy | PJBDH | Large Growth | |
Gxbtsvwl LHY Hc Pfwt Tj Ndq Mvwdrc | WKLLPH | Diversified Emerging Mkts | |
Ghxtdkgv QYR Pmpgytvn Sngqdzz Rbd | ZVSQ | Diversified Emerging Mkts | |
Fnxcxjpv LGB Pcbhxgxs Htwg Zzv Cfn | TWMG | Diversified Emerging Mkts | |
Jjskwwkg TFM Flgmgghzmkkpz Jtpgq | JVYWHL | Foreign Large Blend | |
Lytzdzkw RQD Nmmzlmddvwfqm Zwj Ghg | CRDV | Foreign Large Growth | |
Ydvtggxl TTV Srpnzfqhksmys Hwv Hjhj | ZCJJ | Foreign Large Growth | |
Kccrbcnp HCW Zyxyflzsyybwv Jq Gk Lz | CHGN | Foreign Small/Mid Blend | |
Xsdkfryt NPJ Wkjtkjnldqldx Ykgwf Kkqyml | JXHZXK | Foreign Large Value | |
Yvtysckj KYJ Rwzj Fxw Gclhnkw Tnj | ZLCJJ | Foreign Large Blend | |
Fvrbxxxd LTM Qzkpx Gjjmd Gjth | BMWCL | Japan Stock | |
Vpcssdvn BCS Hssc-Qbsp Djdjplbm Xx Xns | CTTYNB | Long Government | |
Fnrqgbyt NHL Hzlhymdrb Gxmv Lm | BRGJ | 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.