Gold-Rated ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
iShares iBonds 2030 Term Hi Yld & IncETF | IBHJ | High Yield Bond | — | — | — | |
dFxwlfm® WXH Dgldfmrz QLDK ZPS VVQXBX | SFYS | Large Growth | 36.47% | 10.68% | — | |
yKywtgk® WLY GHQR XV Hrvtmvb KQHSS | FFXZ | Diversified Emerging Mkts | 9.15% | −5.76% | — | |
hPlczyk® HYH Dkgzmwsc N&W Yqdpk-Nmr XYNYVF | LR | Small Blend | 19.90% | 0.94% | — |
List Criteria
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.