US Equity Medalist Funds
A place to start for US equity exposure. This list highlights diversified domestic equity funds and ETFs that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. 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
|
Active/Passive Strategy Type
|
Adjusted Expense Ratio
|
Medalist Rating
Overall
| |
|---|---|---|---|---|---|
| 1290 Avantis U.S. Large Cap Growth Fund Class A
TNRAX
| Large Growth | Active-Systematic | 0.900% | ||
| 1290 Avantis U.S. Large Cap Growth Fund Class I
TNXIX
| Large Growth | Active-Systematic | 0.650% | ||
| 1290 Essex Small Cap Growth Fund Class A
ESCFX
| Small Growth | Active-Discretionary | 1.130% | ||
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SSGDPW
| Small Growth | Active-Discretionary | 0.880% | ||
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DMZCD
| Small Growth | Active-Discretionary | 1.380% | ||
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QDZLS
| Mid-Cap Growth | Active-Discretionary | 0.690% | ||
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TYZXC
| Mid-Cap Growth | Active-Discretionary | 0.760% | ||
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VBZZZ
| Mid-Cap Growth | Active-Discretionary | 0.670% | ||
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WPTMFF
| Small Value | Active-Discretionary | 0.830% | ||
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LGNXKJ
| Small Value | Active-Discretionary | 0.910% | ||
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ZGCSKR
| Small Value | Active-Discretionary | 0.810% | ||
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TLBDY
| Large Value | Active-Discretionary | 0.620% | ||
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KNXWMW
| Large Growth | Active-Discretionary | 0.500% | ||
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MPKZPL
| Large Value | Active-Discretionary | 0.640% | ||
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GHCHKD
| Large Value | Active-Discretionary | 0.650% | ||
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HCVLG
| Large Value | Active-Discretionary | 0.600% | ||
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NGYPVL
| Mid-Cap Value | Active-Discretionary | 0.670% | ||
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GZGNQB
| Small Growth | Active-Discretionary | 0.870% | ||
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LVYBTM
| Small Growth | Active-Discretionary | 0.880% | ||
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XNCPSY
| Small Growth | Active-Discretionary | 0.780% | ||
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CVMZL
| Large Value | Active-Discretionary | 0.350% | ||
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HZQXSP
| Small Value | Active-Systematic | 0.580% | ||
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WQPMX
| Large Growth | Active-Discretionary | 0.560% | ||
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ZRLCDD
| Large Growth | Active-Discretionary | 0.550% |
United States