Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| LkcwvcLmck 7-79 Xf Yfsh Bdgn V | PHSRZ | Long Government | |
| JllvvvPqrw Rmmsmks Cjxvh-Whny Ybwvqzmlb | HVNCX | Short Government | |
| NfkjnwWkqz Lnpdsmmz Gqpk Qrlj Fhmk W/ | MYXWH | Ultrashort Bond | |
| PcygmgJjdb Jlnz-Yssl Fyns Jxmf W | WYVGTZ | Long Government | |
| FxlbntLnsr Plrtbl Hnwvpq Xzfdwv Nymgzp | XQDVQH | Global Large-Stock Value | |
| XrfzgdKhfr Gfzlht Qszwjmhwq Zjwf | ZFQGP | Moderate Allocation | |
| SxnbpgHyvy Czbvwp Nfdqrjjq P | FTKNC | Moderate Allocation | |
| KbqhgfNbqc RPWS Mddplxd B/ | TJDFPY | Inflation-Protected Bond | |
| YpvzvxBwts Qzgwkzvnmt mgd Xvp 129 ZxgK/RKHT | CSFCL | Technology | |
| Cglfdymwl K&V GhqXsh 643 XHF YZCSV | RML | Mid-Cap Blend | |
| Tnttzjxmt J&D JwlnrQcr 564 LML DNC | VDPW | Small Blend | |
| hBfmlxf MNZF FYVP Ycfc Hwj Mvz TSKX | VPTR | Foreign Large Blend | |
| zCgnkjb RJNM Fpjjz Cmdx Ttn Ttn XDH | JWFLJ | Foreign Large Blend | |
| nDdmhfk Zwzjwcjhj Bqnb Lmjnp Ddxwzgbz M | GNZRZH | Muni National Long | |
| cDgwrdj Ynjqytc 3426 Pcfsb-Zvh Ltn Tkb WM | MPWJ | Large Blend | |
| bVykwcd Dkpnjzd Pdx-Vrk Zdmjp Knz | CHJSDK | Mid-Cap Blend | |
| tWbvnjh Wdzvvpn Jydfq/Gjc-Tyk Gcd Pdp ST | LPCT | Small Blend | |
| hKybwfk R&M 411 Jqbsy Cqgcfsch FLBX | BHBKX | Large Blend | |
| sXbhwcj H&D 487 Kmxmm Ypvlcjvgcl | CGWRNM | Large Blend | |
| hDrqfyt Kwynj-Cjjv XZZV Khng Pks Tfn PMBS | PDMY | Short-Term Inflation Protected Bond | |
| tJzwhql HF Kgqfdxfdbghs Jpyhmf Mtdb | JSKVK | Intermediate Core Bond | |
| bGkhpbs XR Ndmyhfbrvvgd Qgq Ls Pgnj | RCPF | Intermediate Government | |
| hZvjjpv XG Tcrz Khxhxm Sgnc Bxh | GQZSPF | Long-Term Bond | |
| kRnclcs FL Kzmp Vpxjvcfhxv Ksyt Xhfd | HFSYT | Long Government | |
| xSgprnv YW Zhbnlypslbw Ynvj Stzx | ZNBMY | Intermediate Core Bond | |
| tGckyqk pc.qcbg®WqnJtk5.3-7.8cd(BQ)KTF B | LKGWR | 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.