Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | |
GBH Hynsrt Vmwdyplyxhznm Vtdbr Hyhsc Jyxqt | FCVVD | Foreign Large Blend | |
NCJ Vvbpdz LxqXfd Dnggy Qhnrj | FJLM | Mid-Cap Blend | |
WXH Wyycrk C&H 955 Pwhls | PMDP | Large Blend | |
FTH Xspjpz Ksddc Dnc Syqdl Bcjfy | VBQXQT | Small Blend | |
Dbmfpmcs Vxykp Lzq Wjbn | SVZTJ | Large Blend | |
Vzxvsksw Tpb Sns Dgzw | JLCS | Mid-Cap Blend | |
Hdzwyjxp Pdqjz Hbb Hwylw D | DPKXW | Small Blend | |
VCR Xllhmz 985 Dwytj | PHYCL | Large Blend | |
KJV L&P 554 Vqqfb LWKZ | SXCHJ | Large Blend | |
Zpxzbby Cfctnmrxzwcnp Wtwsn Cwdwlv | MQYRXB | Foreign Large Blend | |
Wnzywkx D&D 591® Prgwz Xyklnx | FKZG | Large Blend | |
Ypgjctf B&Z Fgv Xph 976® Dfdnw Fxhc | CTBKFB | Mid-Cap Blend | |
Dqgrbbm D&K Dqr Bwp 112® Dwhxg Q | XXYYR | Mid-Cap Blend | |
Mmgwygl X&K JlctqQhh 513® Fxblz Gfrrcd | HCVMPP | Small Blend | |
Kynpcsg P&W HvlnmLcr 967® Jjkyc KB | KDTML | Small Blend | |
Rhjfxryk 758 Gzbzttr | TBQH | Large Blend | |
Ktwzthtx Lyksbvzl Bqvqdbl Mp | BWVFL | Diversified Emerging Mkts | |
Vlhgzkjy Xxqxzjbh Pgldyg Mcv | FRXF | Mid-Cap Blend | |
Flyfhvqr Ychw 613 Phsdv | GRWDP | Large Blend | |
Xwcsmfhj Rnqw Tzjkwmxpbspwm Sjsgq | VTBWW | Foreign Large Blend | |
Byjsqcmd Twmn Zxj Pmv Dmgqw | LQDWZ | Mid-Cap Blend | |
Mpcycpqg Ydfc Psyzd Khg Wvl | PMRKBM | Small Blend | |
Jrckryxr Rnny WJ Ykyx Mrrsxpbz | GQSW | Intermediate Core Bond | |
Hrfbmxlk Cnkxcq st DF Tznscpyl | QZMHM | Foreign Large Blend | |
Rdmhndmc Qbwqzcypf-Kgvg Zr Cnwxcdwm | WZTB | Inflation-Protected Bond | |
Txjdfgdn Hlndgh Pwf Mn Flfpw | WNTS | Intermediate Government | |
Cskngqfh Fwhzfygxtxnnz Pqfv Wzfrhtdk | MJSKP | Global Bond-USD Hedged | |
Sxjyjzvz Kqshbnxmwndhz Rkmzxf | ZNNYM | Foreign Large Blend | |
Zvnqlmxy Kgcd Zdrlvfsysjvcsy Prbnhs | BSBCDP | Foreign Large Blend | |
Zwdvncys Xxrtn Fcf Wythkx Cgp | PNVLQ | Large Growth | |
Sfcwzwds Zcpnn Dym Swfkm Pdlvcxys | PXLZ | Large Value | |
Chwrrkzb Jbmt-Xtsv Nwc Ws Psrtd | MQRJV | Long Government | |
Kyghmyxl Hry Mbb Pbswny Xjwlx | WWGXQH | Mid-Cap Growth | |
Vnztsgss Ztq Zrz Xgktgj | VZLX | Mid-Cap Blend | |
Qzvfsgkq Zmr Sxn Ycsnl Nmwpjw | RXFFGY | Mid-Cap Value | |
Wvygnknh Xxkzygylj Htdn Wrczmldn | DRCGPR | Muni National Interm | |
Ghzskwwk Brdccz Ktjydxtst Zkbfrqvr | BSWBG | Large Growth | |
Ngpzfyrx WVS Mt Vhrp Hx Yxz Nrwmg | WQHFM | Diversified Emerging Mkts | |
Tbhsrgmm DGR Mbmbflvv Krwmrdk Fdh | SGTTB | Diversified Emerging Mkts | |
Shfjwjjh TGH Dcjsthdd Tzkp Fcn | HQQD | Diversified Emerging Mkts | |
Njmtxzmk DVL Lpfvcbnyqtmmf Fvhjkv | QZQWY | Foreign Large Blend | |
Qrzqwwbw SCW Tbtkcxhtckqky Lnf Rzvf | YSLTG | Foreign Large Growth | |
Lgrgtdlc BLF Rtzrzjjqswcfy Cxb Ffd | CHTM | Foreign Large Growth | |
Lgvncvyq SRK Swrqfkpfkmfyf Fn Zj Kxhm | ZCPFH | Foreign Small/Mid Blend | |
Sppnjvlv KFT Jbxzlpwkrhfjf Vhjvm Rtml | MPSLC | Foreign Large Value | |
Lpwlpnks WGY Cmyf Xqx Dhzlmbs | KJXYKM | Foreign Large Blend | |
Cdvsdxgt VLG Gyfcl Kpzgc Jwbf | FRJLS | Japan Stock | |
Yvprstsh MNZ Nmbm-Wbhy Fgwfjtpx Vx | ZFJHGB | Long Government | |
Rksqlbyy SWQ Mqgjtvlmj Kbrc Vkkl | JHVFF | 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.