Index Medalists
Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they invest the assets of the fund or ETF to mirror the construction of an index, giving investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings. Here we highlight those that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
| |
|---|---|---|---|
| Allspring Index Fund - Class A
WFILX
| Large Blend | ||
| Allspring Index Fund - Class Admin
WFIOX
| Large Blend | ||
| ALPS Equal Sector Weight ETF
EQL
| Large Value | ||
LOCK|^< &L?&@xD<@$%Q^ fw^@^S gKSPp>$& wsSK MfJ
RQMQZ
| Foreign Large Value | ||
LOCK|%gRV^Z @wp#b%M ^.&. F^$bp%X QBZXJm pp$<Y!
DZZD
| Large Growth | ||
LOCK|xsCd! g<J$ VwX%%X@ pHYc!tr>G! %.D. k$z
HTDX
| Mid-Cap Blend | ||
LOCK|hr?G tfw% m<FktrkZCQ px?D #-&j <!&<j c@< ^%&Jp$ | EUR Government Bond - Short Term | ||
LOCK|Vp#X'$ >gP Nl&
HTMSX
| Mid-Cap Blend | ||
LOCK|% rJ#q$z PfhC %^!<!Z <#kkz Y>?& - W^?&& m#K#
QQYPD
| Intermediate Core Bond | ||
LOCK|L SHF!&Y &WyK gt!><c ^t#!% $TB^ - qgrkrWR> pKdf&fQb@
NHGVG
| Intermediate Core Bond | ||
LOCK|p NwD!py CbN$ h!M^ ^Ch
XMMFV
| Intermediate Core Bond | ||
LOCK|G lwYz># WC!%k&>j ##b^dS$ w&&jQ@ h#rK
MMBPK
| Diversified Emerging Mkts | ||
LOCK|% %#%D$< >B<<?Jfrrz#<p K&^ ?Z@ r%$K! WZ#v@ @YsH XWGwy h
PSFJP
| Large Blend | ||
LOCK|x F&N!<< t#rc%??dk>@Sg ^R#$G <Nwz$ $<P^ R^m@$ f&?
DPNDKL
| Foreign Large Blend | ||
LOCK|c ^^dX$@ T@n%>%&W#@x>j $@nb& QF^@c D>c^ $@&>B#MG %Spx#N
FMLKCJ
| Foreign Large Blend | ||
LOCK|# ?@?S?$ ?QB@Bg Q<?K$ #p$$ !qNN^ pb
KDFCC
| Mid-Cap Blend | ||
LOCK|! Y$tz@# k@%dps pcgvT @&@D @GKd%^t? @Fv&pNp
MNVSQS
| Mid-Cap Blend | ||
LOCK|z x<>Zb& F&B LYq YptZr @VrP@
YJHTTC
| Large Blend | ||
LOCK|^ >vxwq$ !?Zks !qx <$zht dTb@? s^mc m#%^# >?
HRKVY
| Small Blend | ||
LOCK|T VMD#MM <FM$m D<@ <K>Pw w#^#@ pJV< ^nsH>Cb$ $>F%$?%>>
STFXRF
| Small Blend | ||
LOCK|& xlJ!j% $S !zF>< ?w# $?<$ #Fc@X# #lGG%y
MDDWF
| Large Blend | ||
LOCK|h ^jlbMB vr vL@ PH^ !t?& >pRkmY %@L
BDDSR
| Mid-Cap Blend | ||
LOCK|g $vFpd$ qk @Pk^P G!? qXX> ^!&WHz X%gb
SDWTG
| Small Blend | ||
LOCK|#!<%$L% !&c &@nH^ %-M &^#& z!S%n$ZSw <g#$ ^>>
BYGX
| Short-Term Bond | ||
LOCK|#?&@>>y K!@fvb@s# $YX> >#Rt >^qsKr $cFMC&Y% kJ gJ$KgsJW &XQQW
VZPDJ
| Intermediate Government |
United States