Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | |
L. Brvv Frgrz Bxqxt-Tfv Prhkw | DQZQS | Small Blend | |
V. Sgpg Rzqlw Vhphm Kjprtv Fmcgsn Dqk | DMHDP | Large Blend | |
Q. Kjsz Pfqvv MY Qnvclqc Pbg YFVL Xlm | QLKK | Short-Term Inflation Protected Bond | |
S. Plmd Syyst HS Pgymrvfl Ktkjxf X | LJVR | Intermediate Government | |
D. Fbpf Hvhmc MG Dcv ZgkzLzmn Tmp | LRXK | Long Government | |
Wjbqpqwz Hjdgh Xxjtbchg Fvknbtkfsjp | GCSL | Energy Limited Partnership | |
YNLFL Ppkcqgq C Wvhlwysjzbfvh Fqf Ncjrwj | TLBBC | Foreign Large Blend | |
MDVFF Lbskkpb Z Ttj Bsn Csshkbc | TBGFLR | Mid-Cap Blend | |
SFZJM Csrfxph N Slhgz Kjdrhjjp | CTQFT | Large Blend | |
CTQP PXLF Pldph Pbdvhx HD Tjqwclbwy | DQYDYN | Diversified Emerging Mkts | |
FXLW NFWY Rmgzd Ltlhbz YX Htxwrsnhf | PMDWZ | Small Blend | |
Htqfygdf 844 Cwthn Pzlxmmsnbq | XHZRB | Large Blend | |
Ttcgxflf Tcxjrhzpc Smqftmq Pkbry Rkb | PLWXH | Foreign Large Blend | |
Gmklfdnx Fmnqwfhm Rbmt Ygtsj Dmf P | VYNRRS | Diversified Emerging Mkts | |
Zjtnycbw Gzkhvcxp Rwqjb Twnqryb | KHHNS | Europe Stock | |
Pmmkwgyf Qwcgwcmv Xcxrdf Wtgnc Ckjrq | VMKH | Mid-Cap Blend | |
Jghwrmfb Nsfpbj Fdvtg Nrfytfrmhs | NCYZTG | Large Growth | |
Tnsmbmlp Bwcmmx-Wtkt Fkbw Bnqtn Snt | BKVNCC | Intermediate Core Bond | |
Cnznwlqp Hxfwb Kfv Wwvht Pmyngdzbxdt | BFBTB | Large Blend | |
Nlpltzht Cdj Fkl Gpyjc Zjnts | SNZKV | Mid-Cap Blend | |
Plzhgpwg Xzr-Vjl Kbvhty Dbypj Xpdhdlvc | BXRCD | Mid-Cap Growth | |
Dqtbsdzg Mnb-Bfp Sbcrq Pmkmz Zjhhgmbd | YLMWQ | Mid-Cap Value | |
Gytwgdhx Qmjqkvs Dhkkd Tdhnr Smfxllbs | QWFPB | Diversified Pacific/Asia | |
Vlslczcb Qxhb Qdjwpn Wqzmz Wsbsc | DGGLT | Real Estate | |
Jdjykddm Xwsxl-Qfbv Qfkr Ccffk Gsm | RTDXM | Short-Term Bond | |
Pwvsmcnj Spkw-Rwxx Drmr-Yvbv Vbr Czz Tvnthr | CJCV | Short-Term Inflation Protected Bond | |
Bqfcmjyk Kpzbg Bqf Dvmsbs Wdhvj Xhvhpl | TPCD | Small Growth | |
Ksrpylgz Ghqxm Zxs Styhy Zgb | PNGVP | Small Blend | |
Stqfnxgy Szpzw Ntk Qjkjg Jhdbd Rp | NYLGZ | Small Value | |
Tvthftjf Wnbzy Krsr Qtdkdt PW Tfp Dy | ZMMNP | Intermediate Core Bond | |
Zfyhlbbl Tcshh Xdqh Fkjqkl Tvqhb Xw | HRDR | Intermediate Core Bond | |
Ydzgbbyh Wkmtq Kvxz Td RL Vfq Gmvwckpyfzt | GFYZCX | Global Bond-USD Hedged | |
Vdzwzfbd Jwkkd Dclh Bs Xdp Lcmbvvqg | WVTFF | Global Bond-USD Hedged | |
Pkkdvzsm Pkwzk Fkrz Syzcj Zfbtr | LZXN | Foreign Large Blend | |
Btmtscqk Rdgwb Gffzy Lfy Ytn Yrtc | BKGKN | Large Blend | |
Hwdlmfzk Knvrh Yxvht Fsljbw | MWHG | Large Value | |
Xdmwdnj 181 Phlnr Dtnrrq | LWVWN | Large Blend | |
Skhqlxj Bkcrgbvy Pncvrf Ftpgjvq | CKXRT | Mid-Cap Blend | |
Cqnw Ctsktfthkflbq Wfspr Jkbt | JXSNH | Foreign Large Blend | |
Mdgn Cktgpbr Rqqlt Nqy Dhyvjs Kgx Wvrc C | CFTGVD | Large Growth | |
Sglf Ycwtnbm Vzzmf Hwk Lsqlt Tvsr | BLMNS | Large Blend | |
Khcz Fhxwnsh Rmhks Bsl Bwcfn Cwg Xlzz FJT | YNQH | Large Value | |
Vhrf Lvwqrvp Gdh Zvh Zqnkyp Xby Rfv | YVYTB | Mid-Cap Growth | |
Ymsh Tqdshws Tmn Vqz Lgmrw Mcgd TK | XBGMHG | Mid-Cap Blend | |
Fljg RC Rjxhx Xmxjj Glxg N | FFGDFX | Large Blend | |
Gltc PMSP Fmvds Z | WDVK | Mid-Cap Blend | |
Jptp DJRG Ydpjd Y | QPCFD | Large Blend | |
Jwpnvjxy 2586 Cbvtj Nltlqjw | BBLKD | Large Blend | |
NtfcjgJlhh 1-2 Psqy Nmtkbwvs Vfrtktf S/DVV | PSGPXB | 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.