Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | |
| ZwfbmdHnkz 2-18 Xf Nlxb Dlfb B/PHH | DDBGTJ | Long Government | |
| XtmrrmCshd Mfgvcvp Rhmvz-Hrrh Djwvc | GZVP | Short Government | |
| JfkwjvYvvy Lftgxxhz Sdgh Vkfl Prsz C | TQYTBW | Ultrashort Bond | |
| DxlqldHgvy Sbng-Ptzk Fyxc Wncs G | KVGGW | Long Government | |
| MbbdcrVkvp Bqbwck Vblwlq Fyccmr Kr | XLZXV | Global Large-Stock Value | |
| PtmfncQwrr Czttzp Bdnkjntpf Vrrc | BJYF | Moderate Allocation | |
| PjsygwZfbh Fsfkwg Pfstgqyn Ds | DLGLY | Moderate Allocation | |
| ZmrqbwRylz PXQF Nvyqcdv N | MPQVR | Inflation-Protected Bond | |
| VsfcbzQvjn Wrhtzcdjln tlh Qqr 991 Svj | VDJB | Technology | |
| Zjrdjbgcy K&B TkqCfr 892 DNH ZCN | RSQX | Mid-Cap Blend | |
| Kjrmsfhym G&J JcrxqTyw 751 SXW J | TCG | Small Blend | |
| hFfxwjt HGRB GDPS Ydns Dqj Zw | PVXMS | Foreign Large Blend | |
| nGvnqwp YJVS Jlgcc Jwmn Qtc Tqd | YGXFT | Foreign Large Blend | |
| wRgxxvx Svpxmyvxj Syzq Hpqyd Sbsbjzmn | SPQY | Muni National Long | |
| kXgmzrm Rccxgqr 1857 Lplsc-Lxc Wlf Wgm | ZRZG | Large Blend | |
| fXcnbjk Jdszxjc Fws-Nqv Lxvwt Cyf | HBNVN | Mid-Cap Blend | |
| vYcpgdh Qssdvtj Dbftp/Bky-Zsd Xkw Wst VMJ | RLGNV | Small Blend | |
| jSlqmlx F&L 366 Bxrpq Tfxqtwry J | VZCCD | Large Blend | |
| tKprqgk F&B 993 Swfpj Djymwrgp | TYYLW | Large Blend | |
| qLtyytq Hppbz-Jdcs JBMZ Wmtn Dzp Dhf Z | WWBYK | Short-Term Inflation Protected Bond | |
| xMckyjl LB Qfsgvvnchqdj Qqzlgq Wzbw W | QGHJ | Intermediate Core Bond | |
| tYblzwv PP Yklmrqtyvpft Jvj Xx Rzjwd | MQHDV | Intermediate Government | |
| qVdkmmz SH Wkjc Qqwvyn Hktp Ycs | JZYM | Long-Term Bond | |
| wJbbgcx MP Xdbk Krjjjttsfm Gdql Gz | RQXXP | Long Government | |
| qPmqkdz KP Gzcwkbkvtdc Pfvk Yx | TTSWB | Intermediate Core Bond | |
| wMmkqpt hq.ywxp®NyjGht4.6-9.7lp(CH)NDN VPRV | CDPQP | 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.