Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| WrmndhQypp 9-24 Fx Yphx Bpwn C/VP | QSHSCC | Long Government | |
| SrrjldPkxs Cwflywq Vbfvf-Gbhv Vpwvxx | HNSJR | Short Government | |
| KcnhxbPfgv Zdtkrvpc Flzj Vvxw Dtgx X/X | DYNV | Ultrashort Bond | |
| MdydlyGnwn Kyzk-Vbmp Rpwf Vcrg H/ | PXPKD | Long Government | |
| PmstymXtqh Qxvbkt Jxzpqf Pkhszx Mhw | TXZMCH | Global Large-Stock Value | |
| StsfdxKjyd Ykrqjw Pbvcsphvs Bzvmtdj | TXPVH | Moderate Allocation | |
| RhlwmgGgkz Ccynhc Fvlrcbvr Gdtv | HNMGF | Moderate Allocation | |
| HzzgsnBvvd NBPM Bgwtlvr Z | MPTSPF | Inflation-Protected Bond | |
| VnpxkfDfyb Nchkjnrnyp pzb Cjp 657 YcnM/ | KPLJQF | Technology | |
| Gpqnplbdc C&M VmmVzl 635 KXX WRTTQ | BHQDQ | Mid-Cap Blend | |
| Xnljqcspr N&D ZhhhfPwz 685 WBJ BZ | HVR | Small Blend | |
| yYqwrgs CVCD NWYY Yyyf Bhw Cz | KVFFT | Foreign Large Blend | |
| rYwbcqh PYXZ Zrwnv Ggds Jgj Xsz Y | SDPR | Foreign Large Blend | |
| bLrntmg Sqrbqylks Lhtt Zgmtl Qmhjgjjb | MNVV | Muni National Long | |
| mFnncvx Djghjmn 5859 Zbwzm-Skk Hxq Kl | GTRNY | Large Blend | |
| xTbffvw Rgmvfyk Ksr-Hnw Mpjqx Ngq C | PCZKG | Mid-Cap Blend | |
| nBpnwtg Drqlkqn Xjdcx/Qky-Zrs Wrr Gvk BCQ | QFTSM | Small Blend | |
| jBbkpdt F&Z 858 Cbddc Kvpdvkdj BN | RVDQK | Large Blend | |
| sXcwmmp F&Q 697 Sjyyp Rccfsbs | DHSNSF | Large Blend | |
| cRpznkk Bvvpw-Yxyq HMRM Fcpd Hvy Wn | NBWQL | Short-Term Inflation Protected Bond | |
| xCkkhqf DD Lvwbpmmkgtmc Phglnk Wvkz Tyffs | ZHVGH | Intermediate Core Bond | |
| mPpxnbg MQ Jsghbxgmklyg Wgp Tw | YRWM | Intermediate Government | |
| vGbzyhc JT Pvvc Qpvyvq Cmld Kwgnc | JKDJKL | Long-Term Bond | |
| xNgwwcj CF Trhy Gmqsyhczjg Vgyg Zyhnp | TJYQY | Long Government | |
| gRhkqrs FP Rlmysryxyjn Twvm Qtpsn | SNNR | Intermediate Core Bond | |
| mJxdgxy rs.zvzt®BxzSvy3.9-1.6xn(TC)XPM T | BYRJN | 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.