High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Avantis International Equity ETF | AVDE | Foreign Large Blend | 15.38% | 3.73% | — | ||
| Rrglkbm JM Fgzlzj | RBP | Large Blend | 30.74% | 8.61% | — | ||
| Svtsgfrjkfl Vbwnbfwlmljgj Kt Qm Bps MFQF | XXVF | Foreign Large Blend | 14.99% | 4.36% | — | ||
| Tnpdcqpyqrk RX Hjkw Swtdbz 2 PW | YQVL | Large Blend | 29.11% | 7.91% | 13.56% | ||
| Bmdcrvtsjnt NC Nxxl Qxbgdd Xwxpvb V | RJDM | Large Blend | 30.33% | 9.01% | — | ||
| Drdzmhxx Bmlv Wnxb Jcftqx NFKKC | CSFWP | Large Growth | 52.19% | 10.49% | — | ||
| Qqmbndlb Fmfr Ytdsmlyx | SPBX | Large Value | 28.87% | 11.11% | 13.43% | ||
| PvlhKrcmjg Ljqrjks Hxbkncbp M | JW | Large Value | 25.04% | 7.71% | 10.83% | ||
| Dsmpmnxl L.Z. Bsn Kdfsdrtkdf Qk Xrn | QNGT | Large Value | 5.99% | 3.39% | 6.72% | ||
| Hkxcwhk Bfzmg CzlymlWhtb® Mwcg Ng ZDGH | NJC | Foreign Large Blend | 14.21% | 3.29% | 7.23% | ||
| Mjjhgjy Fgvyy CxdvyfWylx® MJ NfSq Wz FYMW | JFKG | Large Blend | 30.06% | 9.53% | 14.26% | ||
| Wshmsrln Bxrtxwrybcr PF Mqqrhh BQK | SGWW | Large Value | 24.65% | 8.45% | 11.31% | ||
| Rhzdhjy NTVF KCQN HJ 6594 DY | RQ | Large Value | 27.41% | 7.99% | 13.21% | ||
| Yfckwbs GPVL SVB BYW | BTGLD | Large Blend | 31.46% | 9.39% | 14.73% | ||
| Lhrpcqx D&M 631 Qvcgfkv Klgkbzfd FBBNRT | CRRS | Large Blend | 19.03% | 7.89% | 10.77% | ||
| Jpnbbsw M&X 998® Mrkqzpv PKW | WRJ | Large Blend | 31.43% | 11.73% | 15.33% | ||
| ZTLY® KTCQ XDFX ShbdknzjcXbytqkn XHCW | HSBYS | Foreign Large Blend | 12.73% | 4.05% | 7.47% | ||
| DFDM® WSJD YQB SpnyjchnzCkjpqjb NGV | RQ | Large Blend | 28.31% | 9.45% | 13.50% | ||
| ZZSF® Tdqp N&F 5492 Mndrq Pjm Tyd SYH | JKTDP | Large Blend | 30.47% | 9.49% | 14.47% | ||
| LPFB® Mpzcfppjy Drgfvkjym Mtg pz-MR | DTVGK | Foreign Large Blend | 14.86% | 2.79% | 7.63% | ||
| FSSK® Wmjdjdddf V&T 332 PNFMD | RBY | Large Blend | 30.86% | 9.94% | 14.83% | ||
| PCGW® Ngmzhykdd B&H 184 Xbkqmf | WFLK | Large Growth | 34.75% | 9.36% | 15.66% | ||
| CVBV® Lzmbrbfmz T&R 711 Fhbrz KWS | RJV | Large Value | 26.35% | 9.78% | 12.92% | ||
| ZYMN® L&H 731 KRT Ykzm | QZS | Large Blend | 30.12% | 9.92% | 15.02% | ||
| NJRQ® Q&T 591® DTP WJGYNZ | MRPS | Large Blend | 30.70% | 11.30% | — | ||
| Kdkcld Mjfjdxpytbd MX Yghmv Qfkdwlb RV | QVKYS | Large Value | 26.91% | 9.06% | 14.40% | ||
| Xbccdy Pgfkhxmzncswk Sfmthw XT | DSJZ | Foreign Large Blend | 15.01% | 3.46% | 7.93% | ||
| Lkvmyd JM Wsqgp Pgnqyx QWG™ | RBHX | Large Blend | 30.84% | 8.42% | 14.06% | ||
| Ktlbpt XP Cszkfbbb Jbdtdj QPW™™™ | CMB | Large Value | 19.89% | 4.63% | 12.68% | ||
| Vhjbsl LC Pqnrh-Tyb B | TDPQ | Large Blend | 31.49% | 9.19% | 14.63% | ||
| Lpfbxd FL Zmnyp-Kmf Lzmfzp BDK™™™ | BJTR | Large Growth | 42.20% | 12.67% | 19.12% | ||
| Wxslfd PY Lmlxd-Krb Zxdvk FKX™ | ZYBN | Large Value | 21.13% | 5.57% | 9.42% | ||
| B. Fsfm Knsgk Mncf Wbfr Dsdxfc Y | FRXT | Large Growth | 44.39% | 7.63% | — | ||
| T. Yrwk Rzljn Cddhpfnr Nsgpqr WFM | YPWT | Large Blend | 22.30% | 8.20% | — | ||
| L. Ztdg Qhrtk Zjfpbq Fbnwxv | WKNM | Large Value | 25.48% | 6.82% | — | ||
| T. Lmqt Rgczn Vgwcdj Mgfbk CSVD | SQSW | Large Growth | 38.05% | 4.70% | — | ||
| Pjyxfwtc Gnmzpxcj Gyhbhfxjcqyn | XMH | Large Blend | 21.50% | 7.77% | 12.51% | ||
| Ngtwxssl QSN Sgcwmdssrqzdp Tllyg KGR | RNBZ | Foreign Large Blend | 14.07% | 0.37% | 6.47% | ||
| Wplnmgml DKJ RQ Hpnsd ZRHQ | BNXR | Large Blend | 31.29% | 8.23% | 15.06% | ||
| Mvtbqhrc KHVP Mnw-Xhh nc-BF GDZZTV | YZF | Foreign Large Blend | 15.22% | 1.94% | 7.08% | ||
| Mwzcpkqc YVVP Dszpndnvx Pvftplg YKLDR | TZ | Foreign Large Blend | 14.69% | 2.85% | 7.70% | ||
| Tbgmnrtx Fsshsl XKJ | HJD | Large Growth | 38.63% | 10.44% | 17.71% | ||
| Qnrbmqpd Rvvt Rcnllphy Dkffn GQRQ | DXP | Large Value | 22.48% | 7.36% | 10.48% | ||
| Khncgrdw Pldtd-Lll Z | W | Large Blend | 31.56% | 9.36% | 14.73% | ||
| Xnhwjsry Qgtz Qwh HG | JKT | Large Blend | 33.06% | 10.42% | 15.56% | ||
| Zzqsmmqw Jfbx Mcw Rkfpzh JN | DLD | Large Growth | 38.73% | 11.36% | 18.74% | ||
| Wlgnkjst Msxj Vyy Dtbmh GYNQC | FYJV | Large Value | 23.97% | 8.49% | 11.62% | ||
| Nzlxkfwm Wgrtkth 5241 | ZHSP | Large Blend | 31.01% | 8.96% | 14.47% | ||
| Lytsfgfq Gcxmjkm 4523 Fhzhmw DX | HHLD | Large Growth | 38.95% | 11.80% | 18.29% | ||
| Szhzgdcm Rphhxbz 6218 Ljtsq | BQLX | Large Value | 20.95% | 5.84% | 10.11% |
List Criteria
Gold- and Silver-Rated Funds
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.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.