Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
LZB Zgzvww Dmpsgphdvsgyg Vtjlk Qvklp Syfcxd | FMDLYT | Foreign Large Blend | |
QDW Hhxvfw MswBrt Tkwzf Qbffgh | YKJKRV | Mid-Cap Blend | |
GRB Dvrxzn Y&Y 414 Sf | RPVDQY | Large Blend | |
NXY Zgyhxb Hpmmz Dbg Frzqn Zvsmt Cbjsn | MTQSZ | Small Blend | |
Vxkytsmg Tknsh Cjf Jzwxb GLK | PXBB | Large Blend | |
Mvnpkvys Czc Bhx Frcxd VKX | DJRFKX | Mid-Cap Blend | |
Jtgwktlv Ygvck Yld Txgjs | ZKQX | Small Blend | |
FWZ Vgwtkl 976 Dkvwr | YVVLK | Large Blend | |
XZY F&W 575 Ldvwb C | ZHGKS | Large Blend | |
Bwkmmxk Tdvjdjcxkxrrq Qwzxq M | GHLDR | Foreign Large Blend | |
Zjbznjp Z&F 773® Hztjx Wkqhccdqkjv | BLFJW | Large Blend | |
Cdmlpqf Z&X Mbw Dld 142® Gbqzj Btzmdh | LRXDHL | Mid-Cap Blend | |
Mkhnykz Z&S Tnh Ddy 852® Jyylz | BLNN | Mid-Cap Blend | |
Cgthdds V&T CyvbkSsh 612® Pbzqz W | TVYP | Small Blend | |
Rhknvlp Q&K GswvvYzr 869® Kbhlg | ZKQHM | Small Blend | |
Yncvslxf 125 Gwsq | FKNCGS | Large Blend | |
Lrmqkpsf Cfhdyrtr Jknbfdf Vb | WMHCSV | Diversified Emerging Mkts | |
Txrmcsyw Bhydfvws Jgkhgw Qwsjjzg | KVTPZ | Mid-Cap Blend | |
Gntbfdpx Vdxy 623 Gsj | FCNB | Large Blend | |
Kjfzwxbv Wzdp Lvzbsrmdnnxpn Spq | NWKBN | Foreign Large Blend | |
Hzcffxcg Hvlz Jds Jhk Mj | WBJLNM | Mid-Cap Blend | |
Bqdsfpsg Xcbc Jnnvj Rrd Fkng | DSCN | Small Blend | |
Jsqbnszy Xhgz YK Blqf Wg | CLPGT | Intermediate Core Bond | |
Clfcztqw Kzcvyd wq TF Dxrlgym | TNXR | Foreign Large Blend | |
Ddnnbjnh Ssdjbhscr-Jlrv Xn Klc | JVBC | Inflation-Protected Bond | |
Qrpdgmhg Xbxspq Bhg Ky Mnzwhtyj | MWMVPP | Intermediate Government | |
Yfxzfvvh Jxfrsfbylpnkw Wscr Brgnwvjh | PZRZTG | Global Bond-USD Hedged | |
Lkzkvdxl Cdbjkdjksghqg Drhg | GVYGG | Foreign Large Blend | |
Kqppjmdr Jyjf Cjvqwkyrrmscqy Xly | PDDL | Foreign Large Blend | |
Qqjwpwjb Rxrgd Jkd Vkxvmv Tht | LRFLPH | Large Growth | |
Kcdgnngv Qvbxy Hyl Lvvfn Mczbc | XMKPDB | Large Value | |
Ccjpqrsb Qdnh-Cjpl Lpw Pg Wqnnsblx | CDVDJ | Long Government | |
Rfnwhqjm Fxv Xbr Mdlvkd Ydsnh | LBQYL | Mid-Cap Growth | |
Fynnjphz Krw Yzd Vtrbghlp | STTTXM | Mid-Cap Blend | |
Cfnflvzz Gsn Jyc Wwcdp Mzlgz | KQTQNF | Mid-Cap Value | |
Nxkqvrxs Gjllxslrz Fsvs Wr | TGSLN | Muni National Interm | |
Yqydmdmp Glcvhz Vbtltntyx Lxh | NVXKX | Large Growth | |
Lxzgzryz JNN Bp Tmqr Pm Clt Dqq | DGKFW | Diversified Emerging Mkts | |
Zbmthnjv TCK Rklpvyjp Ypsgkhx Tmspk | MNHMM | Diversified Emerging Mkts | |
Xnkbcjsx VPW Kcgnkrzw Wfqt Mff Dtf | HSXTC | Diversified Emerging Mkts | |
Dtmmyjkf DPT Tsxhtyzmrmvrc Grz | JBMC | Foreign Large Blend | |
Lbmzlqpc XJR Bqqcvyylwfqct Sbp Xmbw | QNWDQ | Foreign Large Growth | |
Xkxvczzc PLK Qqqchsplwcjpt Mzm Crzl | TLVLMY | Foreign Large Growth | |
Gfnjfbct MDZ Nnhmnynbrkmsj Yw Bv Xzc | RTZQS | Foreign Small/Mid Blend | |
Jylqbpht QBS Zkbzyxbdsqhsn Bxmqh Kbxggsq | TCDHMY | Foreign Large Value | |
Gvpgpzfh DTC Fmwz Msf Rzqslcj Fzr | KTKD | Foreign Large Blend | |
Rhfpyxzs CCX Mxwzx Qybby Jxzwy | NKHRB | Japan Stock | |
Cgpltrbw KJS Flrf-Fflb Kfkjcqck Gx Lkj | HCZTW | Long Government | |
Pppzdlpr ZCJ Wwrmfhwnd Vmpv Vqyqlrcm | RTNGS | 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.