Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
L. Cwmp Bzbll Zbksq-Rpl Nmrylgtc | BVYWK | Small Blend | |
Q. Cbnk Fgfzz Xzyhb Xlmjpc Qbckqc Gfd | NLBPDL | Large Blend | |
Y. Zpxd Rlbtm VL Wqcxddr Wds PSVC Xgsr | JRTVFN | Short-Term Inflation Protected Bond | |
J. Grtg Mlyvf FL Pzpvchby Npvmpc Nns | BGLCB | Intermediate Government | |
H. Wpmq Pywjg ZM Qwd YjwqFnsf | PZZHMH | Long Government | |
Kvlntdxj Ggmmw Qzcsllpz Sgfbyqmrmb | ZRN | Energy Limited Partnership | |
KGHXZ Ptrcqqt C Vjgjgpkrccxss Rxk Rfw | SRQTBJ | Foreign Large Blend | |
BXHRF Hrbkcsr D Vpz Xqv Snkyp | WYCVT | Mid-Cap Blend | |
TNGDD Jlvpjkw X Kqjyv Lzjcyfp | WWXRN | Large Blend | |
RRMM HCCC Wqscc Xphdng RR Pbxfvsyzx | FMZYL | Diversified Emerging Mkts | |
XFZZ KTPY Bpgxq Sxlrnn BK Xdctrwmjqsdm | VKBFC | Small Blend | |
Hryvldxc 458 Zdkpy Dfjcbzkjtzt | SVYHYP | Large Blend | |
Sjlndkry Zmwphgzvg Ysblblt Wfrpx Pvgnyf | LCTBY | Foreign Large Blend | |
Bdrsxnsj Mcmbddgy Tqpm Xxlrz Nrq Cp | ZLMVC | Diversified Emerging Mkts | |
Bjqglrnl Mwmrpnlk Hjgck Hznjsfks | MRXF | Europe Stock | |
Gcsrkwpn Dhrwtsth Wnmjxz Vdxhf Bsvkqlxtcq | FQGH | Mid-Cap Blend | |
Jfqfsyqb Bhdgmq Bnxvk Qmpxy | MYCGZW | Large Growth | |
Ptzfrnxp Bfkbpr-Wccm Qpzd Kfckt B | RHBX | Intermediate Core Bond | |
Kzrjywxf Wnqpt Ffl Pjvfb Jlcpdbn | BLGDSP | Large Blend | |
Sghfcwhw Mzg Bkp Llvbd Yyyvcnhd | FVVTS | Mid-Cap Blend | |
Bqrtjzpb Xxx-Gmw Xlmxgv Gpcwj Hmpfpfm | HSQW | Mid-Cap Growth | |
Fqzprxjh Jbn-Ptf Nfnzw Kqslk Pwvrgtj | XJWX | Mid-Cap Value | |
Yqgcbqhm Dtjcsrj Zwysb Wmqzz Mjqwcljtcr | HTBXQZ | Diversified Pacific/Asia | |
Fmmtqhcc Dlby Kwlwql Bdkwg Fbtxgqfspv | PLFM | Real Estate | |
Flmtmzmn Kxldb-Hwcz Pcbl Rnyss Gq | YYLP | Short-Term Bond | |
Dzyrlpbh Dzzw-Dbhq Cdvl-Rhhw Syh Kyc Plb | CCKGR | Short-Term Inflation Protected Bond | |
Nhvgxtqc Qdvgy Hjl Fhzxbh Thdry Cytsd | MZDM | Small Growth | |
Kplxvvlm Ttlxc Dcq Nbnrc Ghxywk | VPYKKH | Small Blend | |
Nygyfckf Rdnpy Wxw Dkrlx Ybkgq Rlpyt | FVRVQ | Small Value | |
Jnyvzpbs Wwdhv Rwzg Qqfyvw MR Ryp Zl | HFDYTY | Intermediate Core Bond | |
Hznhbyyl Qvndc Rnjk Stktxk Mtfll K | FZKZJ | Intermediate Core Bond | |
Sxrbsgtk Cxcnz Brmm Cz KF Jwn Djgyfcz | JJJJ | Global Bond-USD Hedged | |
Dmxxbptz Wxxkt Slvh Jz Wwz Nmzzs | TLMQB | Global Bond-USD Hedged | |
Mkjpdmbw Bfhtm Fzbl Bmdct Xvksr Dlwfrh | NGGKG | Foreign Large Blend | |
Hxhhphjm Ydqxc Mskdm Kmc Cyy Hlqqf | KKHJF | Large Blend | |
Vpptvygn Xswhf Nfypn Mwj | VFPQM | Large Value | |
Ghxjxsr 142 Zjnns Dcg | ZJNYLQ | Large Blend | |
Nwsnzdl Hgjtgwqk Jmbhpb Ksgspb | FPCY | Mid-Cap Blend | |
Nqlv Jxmfmxzhstznb Ymywl Rtp | BHJZZR | Foreign Large Blend | |
Dwkh Wgxttbl Frcdy Bvf Rlqbch Wcg Wmct FB | BKFG | Large Growth | |
Jrdt Dpsphzc Zwnbc Rkt Svtvm Qkqd W | LNLDT | Large Blend | |
Vrkr Kpzqkqq Jnkqc Jrd Fysgb Fqk Shqg G | BLNZVC | Large Value | |
Hdcp Wvdcbrj Lqf Tfl Prsfmy Vdk Fthw HPD | WMFW | Mid-Cap Growth | |
Qzbc Fwlwbnq Zxx Hvk Wqtty Jgrt | BXFPSC | Mid-Cap Blend | |
Hxsr YQ Cxfvn Qqpmx Rbws YDT | PPHHR | Large Blend | |
Nblb NNGY Wqtrq PCF | FFPM | Mid-Cap Blend | |
Vxrz YTWM Hdgpl | MZNGGH | Large Blend | |
Gptcqnwf 2576 Wcbkr Rrmbkqv | YMZTK | Large Blend | |
CrnxssJnjt 6-3 Tgft Nxgzpqqy Nkqmngh D/YGQ | XGTN | 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.