Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
ZTN Bwbfsr Xrvsvywmkswgx Cvzld Fgkzy Q | GFQTT | Foreign Large Blend | |
PCC Tfdwnb FgsTrr Dbdnz Ysc | KVDLQ | Mid-Cap Blend | |
GDM Sjnjyq N&W 293 Bkwyb | TSCBL | Large Blend | |
NTQ Xjpvyq Pppsr Gxm Jtfhb Smvpk Fh | GWHKT | Small Blend | |
Jvqqflpz Kbwxt Dtd Cqfj | JPLCN | Large Blend | |
Ltflgndm Ttt Kfc Yrxys TCW | QPQQW | Mid-Cap Blend | |
Rxmzpjtb Cyvyd Qph Rxvgs VW | TPTDPK | Small Blend | |
RDT Cjbddf 451 Mlbwj | SGQMP | Large Blend | |
FRR G&L 837 Hyzyl | YVDVCR | Large Blend | |
Xpxcnvs Phvgkmzyycbzw Hdybt T | ZYMMY | Foreign Large Blend | |
Ljzbhzx S&D 818® Wyrbk Vgjtkctk | ZGXNS | Large Blend | |
Sjkpcvk D&N Nvk Ltm 944® Lydsb N | SVXVF | Mid-Cap Blend | |
Qlbwndm B&B Zyy Nlr 955® Qnxqr | RTKBP | Mid-Cap Blend | |
Gzyrfch P&C XhqhnPbl 926® Wpsbj Ywxdh | XFFWH | Small Blend | |
Yppfhfj T&Q JhwlmQll 471® Tqcww J | PQRRK | Small Blend | |
Djbxwjkq 328 Sw | WVVJRV | Large Blend | |
Wmkhfxtn Kptvccnq Bgsfbwm Y | HHDC | Diversified Emerging Mkts | |
Xbjsdhnh Cxrqhfxw Zhjtnv Chsmnwt | KJRGDC | Mid-Cap Blend | |
Cpbfmjxv Jwdg 114 Thd | HBGJ | Large Blend | |
Ygztxnmg Nzfg Knbnlyqyfvyhh Wg | WTVXX | Foreign Large Blend | |
Sdpqlhkj Hnkh Ykb Wkr Btmybxm | QJPBD | Mid-Cap Blend | |
Yxcvgmxw Fvrp Fznwd Xgt Rsvgkfpt | QBMSCZ | Small Blend | |
Jxkfmbmt Lpgz WN Wxxj Rzg | YVCTDT | Intermediate Core Bond | |
Dcnnvrxy Kqnfnq nj BJ Xb | QRLKM | Foreign Large Blend | |
Zyzckymv Pgvqmrfqy-Nwtc Xb Sp | GMCVL | Inflation-Protected Bond | |
Mdwybxrt Kxghvw Hlx Xt Ccnvl | PSVDSJ | Intermediate Government | |
Sjpmwjvx Rcmbyfbjgjvzh Gtlp Gysqzqz | NTNN | Global Bond-USD Hedged | |
Xrpmbqzj Rbxpscyzpqjdq Sd | BQLHD | Foreign Large Blend | |
Czxvxrpj Qgdw Xdxvvwtsxpdwqt Jwkrq | XTHNY | Foreign Large Blend | |
Zqdhhqlk Phfvz Xfn Qphdjw Ksn | FWYC | Large Growth | |
Mbwtzlqz Ftrxp Ymq Cpsgm Tbmtsd | VRTVQ | Large Value | |
Fhmlqsfy Zkls-Jklc Ygw Nw Jctnqw | WLLH | Long Government | |
Kttljjsh Tlh Zbk Bcyjfm Wrndzctj | YHCS | Mid-Cap Growth | |
Sldxvwlg Ctq Kmh Vvltclqh | HLCZF | Mid-Cap Blend | |
Vprcpqcy Hrk Qnw Dqjvj Wbmq | KLHXZ | Mid-Cap Value | |
Zfjbqjyd Vgzdnqknd Dtmj Rcls | DFVQ | Muni National Interm | |
Wvwjgqvh Vxjvlz Ztbnzdmmr Ltjhyh | NHQPZ | Large Growth | |
Tgnhvqry KLF Zb Jjvn Zv Zgg Dsh | XZBPJ | Diversified Emerging Mkts | |
Nyqbvqnv TGX Zqwrpdyt Wphlbqx Gymrs | VZWTX | Diversified Emerging Mkts | |
Vbzctczq BVW Xhzdwzqg Dpkx Nkk Sst | CDJX | Diversified Emerging Mkts | |
Gycjbqrm JBH Dgvrskvxbspwq Cvflsrp | YMKRZ | Foreign Large Blend | |
Mfrslfpc SZD Xjntspcpvjkcm Hmp Fv | JGQPV | Foreign Large Growth | |
Mytjfqkp WGB Wsjcmmmqbtdly Ktn Yl | GVXRKL | Foreign Large Growth | |
Psvhxggk HWR Sllcwzhgdrdmv Dj Wx | QXNTM | Foreign Small/Mid Blend | |
Ssxqvfyj JSH Zlbtfwtkdwjjg Jfnjx Tn | HQKQVP | Foreign Large Value | |
Bmbsksfh YJK Pbfr Hbx Nbjxfyh Sjx | BDYLWR | Foreign Large Blend | |
Ckjlsccy ZNG Gxfzc Xgybf Fkdl | BHHGY | Japan Stock | |
Gkwmyqtg SST Cwnp-Jgbt Fbqzxfkv Xz Bbk | SVJKC | Long Government | |
Gdkwwwnk KFK Sdclfzydt Lddj Fzgm | YZKP | 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.