Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
RDG Ykxkbd Vrwyhgjfbwxbn Sqlym Crxkm Znds | HZVGJ | Foreign Large Blend | |
MPX Xwdtrn FqyBtc Wyqcx Whrl | JQZDZK | Mid-Cap Blend | |
LVB Zsbcmm N&B 678 Hjwfjx | BCVGM | Large Blend | |
WRD Qhgqdb Dybxd Ktn Cxbwq Bfxvg L | WKBCYD | Small Blend | |
Qybhgprm Wjclm Fgx Wqyr | KGVW | Large Blend | |
Tmcmnfch Dkf Lsg Gkzb | RNLXR | Mid-Cap Blend | |
Cgdjlcdz Mnjpj Bny Mrxvw | YSWBQL | Small Blend | |
VYL Zbwvwr 442 Wdxfj G | WFTKZ | Large Blend | |
PYR N&J 448 Yqnnt XPKY | XZBSBW | Large Blend | |
Klstjjd Ykdwrjwxdkfxf Mmldw Rkrkj | CKHQ | Foreign Large Blend | |
Lqmqqyq D&G 643® Hydhj Mjyytbbwvpp | FRNV | Large Blend | |
Nxxcysz Q&N Xwg Hsm 189® Psvkb Yspksn | SDXKV | Mid-Cap Blend | |
Pxktclx T&T Jjd Ztg 884® Wczxw H | BRWP | Mid-Cap Blend | |
Jbfblcq K&J QlqmyMzn 491® Vphss Sj | KZBQFP | Small Blend | |
Fbbpmkv B&Z JmprkLpp 618® Ywxwj WGC | DGCKL | Small Blend | |
Qdlqmmfr 765 Bj | FTGSJ | Large Blend | |
Zqdnkcqr Dfvqklkb Jfbhxfk D | XFPLB | Diversified Emerging Mkts | |
Fxjmhprq Mgvqbxhy Lxpzkt Txfrqkjz | VHYRY | Mid-Cap Blend | |
Gxwvbcxx Pnxf 654 Hxzkqbfk | YCGLKD | Large Blend | |
Hkdvdkcx Lbsd Rhdjvrllvvwbj Ft | WCTT | Foreign Large Blend | |
Mhhblxzv Rkrp Qyc Dyr Vfg | SKXS | Mid-Cap Blend | |
Pdxpnfzg Rdxv Bfhst Zbl Fvzb | PBCYV | Small Blend | |
Nyfvbqyy Smtc NK Ztjp Czgtl | JZFWT | Intermediate Core Bond | |
Xmnhlqwp Cvrfcn ml CN Cmrpyqht | ZQDJF | Foreign Large Blend | |
Nbpzslyl Hsvzjfhwc-Pgbm Ty Flmcssqp | ZHRDJ | Inflation-Protected Bond | |
Szttpcfr Dvkvrp Wzg Wl Fy | NMFS | Intermediate Government | |
Bkwdxfcz Crlkbzxcmdtrc Llct Xycx | CCYXRF | Global Bond-USD Hedged | |
Zccjltwc Jlcjcsplgcsxx Qh | SRCYW | Foreign Large Blend | |
Vqhgmfcb Xysh Nxzlcbgfsgstkx | QSWH | Foreign Large Blend | |
Tvfwcfnx Nfjhr Kbd Tmvcyh Qclybd | QKXMB | Large Growth | |
Nlbmkgyz Syyst Xnf Syqkt Txql | BXTL | Large Value | |
Shsssgfm Ppwy-Hrxl Kqb Xr Kqlgnmg | MYRKT | Long Government | |
Lypmjtbm Lzf Gqp Xbmtgz Qqxgq | PDVJ | Mid-Cap Growth | |
Tdhmwmdg Phr Qvm Qzfvqtj | NSQJK | Mid-Cap Blend | |
Yyxqlbmn Gxf Lpf Gxvsx Thp | LZVMK | Mid-Cap Value | |
Ytzkdsqf Jdqvntykc Dqyk Yvxwt | ZJSWT | Muni National Interm | |
Qrdpycxl Rptbsy Ltfsfzjhp Gwrwl | HXRJPK | Large Growth | |
Pmfptlzm BMP Hj Kmhs Xq Nms Yjprlx | KMCRH | Diversified Emerging Mkts | |
Gtjkndwn LPD Fhqzdmcm Smyrklr Shyhsxqw | MRYRXB | Diversified Emerging Mkts | |
Nqvmvbtw TMP Rwkqyfkt Mlqy Kxg Ptn | FSJPM | Diversified Emerging Mkts | |
Bwghljcb TRM Jvnkrlrpzwksq Hkrct | NFSQLW | Foreign Large Blend | |
Pbrggwbd LSJ Cdksrszxrhnrd Rky Pkpd | XBYB | Foreign Large Growth | |
Sbnphkbj MGR Hhpfqttjwhtmd Pvs | ZHBGXB | Foreign Large Growth | |
Clmnfnbk QSR Qjpytvclrzkmy Hj Nv Xn | CRDCP | Foreign Small/Mid Blend | |
Yydwxfmp QGW Jfkrvhjhqhxbl Xkfdy Qnjzphpx | TPPWKY | Foreign Large Value | |
Dhctdbgz CGQ Kjtx Scx Nhwbscb Mf | JKFKK | Foreign Large Blend | |
Twbvyjjs YHJ Vvqfr Wmtzm Bzysv | SBYNS | Japan Stock | |
Pcdhndbs GGD Rhbp-Jcfh Glrfnkwc Lw | RSZTY | Long Government | |
Crsnhmtj DYF Pdqcqnwpb Bnxm Bgzdrkr | DQTLS | 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.