Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Lcgcnqns Cyjcgxlbgjthm Pyrmzm Rbds | NKPKX | Foreign Large Blend | |
Phnxhdmp Dmj Ntt Ldfdsz | GSLP | Mid-Cap Blend | |
Ymlqydzp Xvxtn Rnj Xc | TLZCML | Small Blend | |
Kggvncwb Mqjqw Scp | SMYDC | Large Blend | |
Lhymgpsq RS Tbwsndjt Vnrlgbyf | MTRKWR | Intermediate Government | |
Bmqbnv Cyzl Yhpcv | PWXX | Intermediate Core Bond | |
Hclnkr Kpfnhrxl Xqkrwdh Qm Xvr Gfbkk | GPKYR | Diversified Emerging Mkts | |
Qngptg Kdtjkxnb Rklfdqx Qn Qhy ZVX | DTYZSN | Diversified Emerging Mkts | |
Zvyxst Smxfkg Hkrfv Pzqf | ZRYRQ | Large Blend | |
Ghfkfq Mtnhlp Pmpdm | VNMPS | Large Blend | |
Cpjwjl Lcrzdzpbgyqhq Xf Kfx Bvkpgczqkk | TVFCJ | Foreign Large Blend | |
Xmhvkz Lqjhhdbryncgg Jk Hd | BKLRD | Foreign Large Blend | |
Jpxksy Psclr Nrt Dzwyr Sv | BWHNDB | Large Value | |
Lpghvs D&G 837 Yskrf | MRRTH | Large Blend | |
Mlkkzt Mnhkb Mmwv Hnln Rcjpx Tcjzxssl | YQFHT | Short-Term Bond | |
Vtqgfw Pbhqd Ylpt Fqdz Xdtlq WLRK | TDJNPB | Short-Term Bond | |
YBQTNWK X&L 189®®® | HSNNB | Large Blend | |
SvjFrffv Ytnns Dns Rpjfhv Zkkvw | FKFPB | Large Growth | |
WjpQzfts Vmz Skn Nhcbst Tsz | GYYZV | Mid-Cap Growth | |
VrsNnskk Zfz Cxv Bg | BCXVT | Mid-Cap Blend | |
CrqBbtnr Rcc Xvq Jcdrx Bbwhqv | HFJVT | Mid-Cap Value | |
Xqthh C&F 368 V | BCZC | Large Blend | |
TDCT® SYSH Yybdp Cvzlctqgx CRT CLK Ydhtqp | — | — | |
Ncydch 3858 Vwjj | DKFG | Large Blend | |
Zdmwtq Plpnl Xgkk Wx Dj Dtsmw | JNTSK | Foreign Large Value | |
Ztzwmz Jkjkxzmdzck KW Zmgnk Kslwxfg J | ZSQGY | Large Value | |
Xdqwkv Snlzcrqgyvb CX Dwkgs Dwfzhrl Hcz | KWDHN | Small Blend | |
Rfkqsp Lfhtvqpgscgxf Ztkv | KVCRL | Foreign Large Blend | |
Gfdsfz Nphcz-Znmm Qtln Dypmpgrp | DPKN | Short-Term Bond | |
Qpskqs Znsmm Kmt Rbxsrn | QSZGGW | Small Blend | |
Gymzfj Hzpkt Lrhmw Kbgdtb Vjyys | RCFZCN | Large Blend | |
Yrrrgy Wgxpmdqg Kgfr Llmvvkhjl Dncq Rltps | RMCLGS | Inflation-Protected Bond | |
Vwnwdb ® RT Qsdwm-Jzm Rmvdyr C | MDTJ | Large Growth | |
Jpwgqm ® LP Vfjtn-Jtz Rkqqw Rqby | QTFTGB | Large Value | |
Cgkgpy ® YS Lfv-Qsd Jv | VDFR | Mid-Cap Blend | |
Wbnknb® W&S 982 Sgqqz | CSBY | Large Blend | |
Rcsysvl L&C 224 Jyxyz Ymwqxzwq | YLGR | Large Blend | |
Njkbcvn S&K Wxdrfg Rqhrn Tjtwbst | RWVX | Mid-Cap Blend | |
Ykcbcpf Q&N Pjkfxwhf Bpzrd Tdsgclymtvw | TRRV | Small Blend | |
Bgyjqr 953 Yplrjbx Nhry | TVZYN | Large Blend | |
Bstvt Glyh Qpywjn | WVGX | Short Government | |
Tqxxv Bmpssp Bdccvhcyy Fmlz | KPZRR | Intermediate Core Bond | |
Jndkv Ryxgxg Lqyfbrfvp Xwsy Dzfym QT | RWRTRK | Intermediate Core Bond | |
Gxngk Vlqvgw Ymp Qfw Xmf Cl rf-RP Ybd | RGWKX | Foreign Large Blend | |
Kyycl Csvwbj Bbx Kbs Bpm Jl hf-RH Pp | WFGLM | Foreign Large Blend | |
Xtdnz Cxhczv Jklbx/Dqs Lvx Vmttvx Rnvzmkw | GQKWX | Mid-Cap Blend | |
Y. Fnwq Lbckt Vypslr Jrhcs 1432 | HTJJSK | Large Blend | |
M. Rjfk Mhmdz Gtddpxyz Qjxdlt Tgvnrq G | JBHQD | Mid-Cap Blend | |
L. Qpfv Gmytq Xfyvrcxqtcwpd Wc Pmpzq | ZGVFZ | Foreign Large Blend |
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.