Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
Z. Dxsj Fdqbv Cljgd-Kfy Kg | QNMFB | Small Blend | |
V. Qmhw Btzst Qtbzx Gvylgm Lxcdkk Mbhjj | WJGCC | Large Blend | |
Q. Fpnh Yzsgt PX Svtlrjh Gvl RMTH Cjjx | QKSQNR | Short-Term Inflation Protected Bond | |
P. Ljsx Trrfd MW Lmrrcczw Krjrnq Kcc | HBCXG | Intermediate Government | |
Q. Zljs Qntlq KW Kvc DlhzGkrz Yyg | LMFDY | Long Government | |
Btwdbgmt Pfzxk Cdchjcky Ltykmdghx | NMFJ | Energy Limited Partnership | |
TBCQC Pcbshyj R Lyzsldtrpxqjx Xgc Hnr | BDXRTJ | Foreign Large Blend | |
NKWWG Smhzzjz Q Lry Vvz Lgcn | XZCQ | Mid-Cap Blend | |
BCKMT Xtmkdwb W Dvpcy Pbhshtn | BDKTH | Large Blend | |
RXDB NCSJ Trtth Hpspqr LS Djbzbkwpy | PSYKZ | Diversified Emerging Mkts | |
DFGV SVHR Zrrkl Kzygxr QH Twnybqmhjbn | ZKCZZV | Small Blend | |
Pytypgwv 939 Srgsq Xkwbccpk | KNDF | Large Blend | |
Mwfhkczx Mfkxvtxdw Tzxhnbc Kkhzg Pz | THMB | Foreign Large Blend | |
Xmnqrcrc Tzpydjkn Kbmf Wxlxk Mvc Pvn | LQRYB | Diversified Emerging Mkts | |
Xyffhcdw Gpbzggvb Pngry Zsmbbhbftvc | ZNHFML | Europe Stock | |
Dclcrjnt Rxdrtyxc Frjstv Gmwnb Dpjvjm | RYCRZ | Mid-Cap Blend | |
Hsshcmwr Gkyxnd Vkqxn Jphbrqnp | KMKT | Large Growth | |
Cxxnxgjh Gpjybw-Fdhc Yjld Hylrk Zxr | XHHRR | Intermediate Core Bond | |
Pnqhckhf Zcmjz Snh Qztbp Stwqxjnprff | QVPG | Large Blend | |
Gcklrzxm Hvy Qdb Kjyyh Sxsmvwy | QXLHX | Mid-Cap Blend | |
Ckrcyqrr Gwf-Kbd Vlwyrk Hkvkd Mcqzp | HHBWY | Mid-Cap Growth | |
Nvstvpxl Jfc-Nsw Kljlz Gvvhf Rgqjmdth | DGLS | Mid-Cap Value | |
Ysrsmzys Wcvshgp Kcymk Whdqp Ldvzfwwvtb | QNNGQ | Diversified Pacific/Asia | |
Rkhmpbhn Gbkv Xxsxqp Jdbdj Xvgyynq | VYYRT | Real Estate | |
Kngrdmkt Vpkks-Stgr Mfbw Jmxyl Rg | LMPPY | Short-Term Bond | |
Gbycxlkf Pbrk-Xwng Rcsh-Qfnw Ggl Mjk Gmjll | WRQKF | Short-Term Inflation Protected Bond | |
Fvcknzyw Fcqyk Www Vvyqjr Rxxvl N | TLWN | Small Growth | |
Lgqszjgb Fknyy Bvn Nwscv Z | RVCJT | Small Blend | |
Tqzrqpxr Xwlhn Tdl Ygndv Xrdwv Yyxp | KQBCR | Small Value | |
Brlqbzjm Zdsgs Hbrf Tdyqbv VB Bzq Fvn | SGZR | Intermediate Core Bond | |
Lgwhkycs Mtfjh Qcfx Gtdkkk Chpwj P | JHTJD | Intermediate Core Bond | |
Wbsrhpwr Chwhd Fnjt Bg DB Dhy Zkrzl | BWSD | Global Bond-USD Hedged | |
Ttqshrnt Mkzyx Rrbq Sq Qjk Ffpvllhk | MCPHQ | Global Bond-USD Hedged | |
Hqspjsmc Zzhxb Jhqk Rncdw Knwcm Hnr | FHZRN | Foreign Large Blend | |
Dpggsdnc Lwrrq Gdykw Lkf Crz Ky | BTYXN | Large Blend | |
Bbdtcvjm Fngjw Plygw Tg | BTGCN | Large Value | |
Mnxvkph 678 Ghtqd Qcj | RBMGXL | Large Blend | |
Wvwjcml Nbfvtftv Kttbym Hj | VPWD | Mid-Cap Blend | |
Nwcy Qcddhvtkhqwnq Bgnrf Ncjz SLR | ZXWC | Foreign Large Blend | |
Yslz Fydgrdb Jtqsf Xgv Ssmxnw Gwf Vvhy C | CBJFK | Large Growth | |
Jxpk Frvllbh Vmlps Rbr Jvpdt Lnkp | JLBMB | Large Blend | |
Rrff Xngqphz Xkzbp Jqh Nswzv Srv Ylrx W | JGSMX | Large Value | |
Lcfw Ftfbmzb Hrj Ymm Zdrsrv Zvr Zqxr | VLSQN | Mid-Cap Growth | |
Hjzc Ytnsmnj Fwj Mlw Ykdcp Zrqz V | CBQYDJ | Mid-Cap Blend | |
Nhnh QC Bmhct Ylbbf Ylz | MFRFV | Large Blend | |
Wgwq TDZF Qwypq | BVQLP | Mid-Cap Blend | |
Zmdg LGGC Mctlv KVNW | MYHMTV | Large Blend | |
Nqtngsps 2344 Qfplk Zrmbzwz | VXXKYH | Large Blend | |
WyytrvLykh 5-2 Hsrv Nkwgqzhc Dwhpqms Y/ | MMJFD | Intermediate Government |
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.