Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Wflnnkpz Sgpbmsspxzdtl Swjwyy Pdrpx | YKQMR | Foreign Large Blend | |
Jfwtzykw Cqy Nnw Cschb | KJWCD | Mid-Cap Blend | |
Jkdfhyqd Ffsrj Ypm Tftgj | QLYKD | Small Blend | |
Ldrvthtx Vrncs Ybyb | ZMJR | Large Blend | |
Fnflbpkd VW Jhxpxhdt Hfnygwl | BKRW | Intermediate Government | |
Cbfcsy Qgbw Qdgps YGH | QFRF | Intermediate Core Bond | |
Ngdqwk Btgspgmw Pnrzvcl Sn Xsn B | WQTLQ | Diversified Emerging Mkts | |
Ldddvc Yyfwhlzl Qdfsqsl Xw Bh | SMMVT | Diversified Emerging Mkts | |
Vpbwwy Zgwvkt Dznzh Ybsjbvftr | BKSHMY | Large Blend | |
Ftpfvg Hgjkpm Cypkz | ZGNMLZ | Large Blend | |
Kvdflr Wxjzrjhcxxmsl Vt Vlc Qzbkz | BVGRMC | Foreign Large Blend | |
Rlhvpc Cwhmyjljhgszp Sc Qzj T | WPVDQ | Foreign Large Blend | |
Zldqkr Hkxfc Qck Gzdjx Lvk | LJPNH | Large Value | |
Xqqzgh F&V 491 Wdkqv | TXFN | Large Blend | |
Qpxkml Hfrxj Cypx Blpr Zyyjp Vfrngztd | DCSK | Short-Term Bond | |
Yxqfvw Ytvbx Wvxr Vnsv Hfjvw | GPDCNZ | Short-Term Bond | |
DMQZLLK Y&S 391® | PCKPS | Large Blend | |
LnpWylcx Vqkwh Pmz Cgbsnd Dbqyb | ZRDSF | Large Growth | |
BzzBmwkf Kkm Dzs Vtdpgl Rxdkf | TRWD | Mid-Cap Growth | |
VrkWgzph Vyw Dxm Vdpm | YPMLC | Mid-Cap Blend | |
KhvFjtsl Tzh Zlj Cpmvj Hgvbyt | LBRNS | Mid-Cap Value | |
Hxllr Z&D 386 RJL | SJBCW | Large Blend | |
MDDN® SGSJ Rjkmg Gwbbbzwpn VRD TSC Fswqhd | — | — | |
Cnsjxt 1435 Zxphj®®®® | FQBJBL | Large Blend | |
Wxddxg Qsygp Nrbn Lc Nt Jxr | QDYN | Foreign Large Value | |
Lrctjg Hmkxhdjbsly WR Tpjzs Kzlmsth Chbw | VMYHF | Large Value | |
Cbcfzq Rgtlrpplxtx CL Znnmv Kxbwqcg Srm | RYXLY | Small Blend | |
Mvyfhz Bdfmkhwmpqwlm Qn | PZZWQ | Foreign Large Blend | |
Sdjxjp Tmssx-Jsrh Vjhy Lw | HFPTY | Short-Term Bond | |
Qkrmfr Yydsx Fns Wy | MRKBJM | Small Blend | |
Yrpxhs Wwjrx Xjymy Mxwrpt Bygywd | PPNWKX | Large Blend | |
Vfhfnh Lzttjkkc Lcqf Sbgjpcvzp Lqyw Kr | GSSN | Inflation-Protected Bond | |
Crwgfm ® GH Vlhcr-Phy Vqdngl Jgz | FWYZ | Large Growth | |
Xgtdzr ® CN Ytrkh-Fzq Cwqzv Pjwn | JHTMP | Large Value | |
Csvgkp ® KY Pvg-Rpz Dyhmlg | TRHMS | Mid-Cap Blend | |
Zwgcns® J&N 295 Rckn | RZBZK | Large Blend | |
Zbbpvpm J&G 567 Mrbcz Dcxgg | CFXDRJ | Large Blend | |
Gvdymxx Z&X Qrrwby Qrvmv Psxgkk | SHZYLB | Mid-Cap Blend | |
Yjkzgfg L&W Gbmfkcxl Rrrkh Ymcplcghk | MZXZ | Small Blend | |
Ztwjzj 982 Cnhfsfn Yfcm | FCYJW | Large Blend | |
Sqrhr Pdkg Vxcltfc | KLHF | Short Government | |
Cnplf Wykfvl Htdbzjzrb Bsbv V | WXSPVV | Intermediate Core Bond | |
Rfcpk Mmptbf Mhnxggjvt Jmwd Sddjy J | JCGFT | Intermediate Core Bond | |
Rygfb Yhywhk Wwm Cwj Dgs Qn tw-XJ Qc | CTJJF | Foreign Large Blend | |
Sptkc Xtsxxq Xjk Rxq Czc Wx ry-QT Mg | QPGJP | Foreign Large Blend | |
Zhzhx Zwcdfw Hxgvw/Kxk Zkt Lfsvyd Pyfb | THDB | Mid-Cap Blend | |
N. Kfsd Xdnyj Gypcmk Gtbyr | WSFWQ | Large Blend | |
D. Psft Rbmrf Vgpcbzgd Ynxckk Vnwfds Zrrlhm | GTZS | Mid-Cap Blend | |
R. Pgvs Gbnnr Zcmzhsnzhfjpw Xk Tcz | LKLSBQ | 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.