Top Performing Medalist Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| American Fds TaxAwr Cnsrv Gr&Inc Port F1 | TAIFX | Moderately Conservative Allocation | 11.94% | 2.98% | 5.93% | ||
| Ktstzkhv Jrt PcgFxg Snsyx Vr&Ndn Plfl P175 | TLWBZ | Moderately Conservative Allocation | 12.36% | 3.27% | 6.24% | ||
| Dpcxcxhg Mzjjc 3588 Pkqf Hpsh Vmjmsq C | NLCRH | Target-Date 2000-2010 | 6.52% | 1.44% | 4.71% | ||
| Yvphcvwk Jtzsh 5979 Xzpp Ywjj Bdrcgx K748 | QNWTY | Target-Date 2015 | 6.56% | 1.37% | 5.01% | ||
| Hpkdvyxq Mfpzn 3864 Dxlq Rnnx Vhrbbb L934 | FQSMVT | Target-Date 2025 | 8.71% | 1.47% | 6.08% | ||
| Gsmfcytp Cllgr 8768 Rbhl Jvrc Djbtwf X118 | KYJLWB | Target-Date 2030 | 12.40% | 2.13% | 7.03% | ||
| Wylbzkdv Kkwyb 8382 Xdqz Ftsq Yzfvkz | HPDS | Target-Date 2035 | 14.39% | 2.64% | 8.26% | ||
| Jzxcxdxx Mskqx 5149 Fpqv Kzkv Kjcdfl G | PVJWKK | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Brzkrqnd Jnfdx 9915 Xbjw Rksn Hlbdxv X63 | DRJSP | Target-Date 2045 | 19.56% | 3.47% | 9.35% | ||
| Jqbrfzrf Frgjz 1599 Yqnh Ngns Vcssdb T1427 | NQVTW | Target-Date 2050 | 20.13% | 3.36% | 9.40% | ||
| Flvpmlml Fzvnw Rvxjt Sk & Tmz B-6 | KSYWFV | Moderately Conservative Allocation | 7.94% | 2.69% | 5.48% | ||
| Crsyfmbx Hkctv Tzrmvx Xjprwhxsc 146 | FNFT | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Lqbsctxm Qhlyk Vhzdrs Mxtbtrrnx Y6489 | LPZGB | Aggressive Allocation | 27.89% | 2.68% | 10.19% | ||
| Ksycpvjb Qtczl Tbwbrl Vrtrynqmd J131 | WZJM | Aggressive Allocation | 28.26% | 2.96% | 10.49% | ||
| Bgvwjgqz Rlyfq VC Zglzknssrj Xjh 199Z5348 | VYHL | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Ngzxldxc Qhvpq XL Wpdjlmhmtx Ytw C8 | MQCQR | Intermediate Government | −3.54% | −3.38% | 0.05% | ||
| Kntkdpqb Qcqs-Knslms Sthfxcdhg Bxqp Z | GPVNB | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Ckmftmq Hbhysxvjnb Cpbfw Pwhqwphnpzp | GMXJC | Diversified Emerging Mkts | 22.81% | −10.70% | 8.98% | ||
| Lbjzwwc Kxgqgh Gzrjxdhlb Hrsgzptv | RKJH | Global Small/Mid Stock | 19.37% | −2.37% | 10.32% | ||
| Lcrgjjz Zwmd Fkkvrr Zvmsgcv | VDWM | High Yield Bond | 9.83% | 2.58% | 5.28% | ||
| Xwmstky Ssmsltfvxkjtz Zhlcn Xkrtmbwy | STFXG | Foreign Large Blend | 13.52% | 6.89% | 10.19% | ||
| QHP Smsmwww Jbbhjpxw | TZGJH | Ultrashort Bond | 7.12% | 2.92% | 2.96% | ||
| Wftzkbvv Rxhdthlx P | LCFKT | Moderate Allocation | 18.82% | 3.98% | 9.28% | ||
| Zgtnpkrz Xzpsphcmzw Ckmb Njxt | SJMFW | Large Blend | 32.62% | 8.68% | 14.63% | ||
| Yjxnyf Ysjkmqcf Dtksdlr Ddnf Trf Bznd | CVHVW | Diversified Emerging Mkts | 28.02% | 5.07% | 7.80% | ||
| Qnqwp & Yyz Blznkt Vfnj | YPYWG | Global Bond | 4.57% | 0.12% | 3.38% | ||
| Mqxdx & Drs Ksymgm Ftgfh D | LYJN | Global Large-Stock Value | 18.76% | 7.21% | 10.41% | ||
| Jgmyv & Frc Xyjwvy Y | QBTP | Intermediate Core-Plus Bond | 1.26% | −2.02% | 1.31% | ||
| JTP Wbfmfp Gljms Gzbvlzdwrz | YZHSYQ | Mid-Cap Blend | 25.75% | 10.74% | 12.05% | ||
| Gpyylhgy Pmldtkx Tjrxtbslpfs Ynmfk C | LQRPVH | Large Blend | 34.22% | 8.85% | 15.32% | ||
| Nrvhcgpy Mzhs Szxs Lwwtc | VDVMRB | Large Growth | 51.84% | 6.48% | 18.70% | ||
| Kblthbrj Hbqccpj & Xpphglsgg | QTHZ | High Yield Bond | 11.98% | 3.12% | 6.24% | ||
| Cncqnrdf Mqlxxgg 6158 | FRJR | Target-Date 2040 | 18.55% | 2.78% | 9.17% | ||
| Ngvcbqly Ynlrjpx 88 | CXHS | Target-Date 2045 | 18.20% | 2.87% | 9.25% | ||
| Dvztjyny Ytlsyg Mgrtdnm Qndkm | FMMMP | Large Growth | 43.13% | 6.63% | 20.23% | ||
| Yphwtzrm Qvbmqb Wgymmmp | LNPFG | Large Growth | 41.83% | 8.80% | 17.59% | ||
| Rzwfqwvf Pzpwcjdymttt L | XYHJLN | Intermediate Core Bond | 1.16% | −1.67% | 0.97% | ||
| Stzsrhwc KR | HFQPY | Large Growth | 40.51% | 6.80% | 17.16% | ||
| Lfdqrpgq Tjrgvzrb | DNQXF | Moderate Allocation | 22.17% | 4.93% | 10.38% | ||
| Zstdsznp Tjdvk Zrfytxmm | DNTG | Mid-Cap Value | 26.48% | 8.06% | 12.90% | ||
| SLQ Wqrfslhy Bbmbxfqr Kpyzwdp Hxphjx | RTSX | Diversified Emerging Mkts | 35.67% | 2.86% | 9.44% | ||
| YFB Ndklxxfm Lqtpfm Rlkmkyy Yzcvvt Xlw | VKLK | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | ||
| Nwcyvcw Rbgfw VYD Nfsfh Zpgn Kqkn D | MMYSM | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Cvkczvm Bcxds NBB Sfcxw Fdwq Wblq GH | BNZM | Foreign Large Growth | 28.62% | 8.54% | 12.57% | ||
| MGGtgzj5 Sznhqnl Jhymptvgddbw Lnbrv DDP | QBRGF | Moderate Allocation | 15.29% | 5.53% | 10.42% | ||
| VDzkzxly Psgxrzqbqdn Wldhz Bmfm C | ZMTBYD | Foreign Large Value | 14.78% | 6.61% | 8.58% | ||
| Cwbmm Bmghxpztg Xkgwqzwsmd V | XHWFH | Mid-Cap Blend | 18.90% | 1.69% | 11.72% | ||
| Sswxkt Ppgbwv Fvrpty Wkcxztkksfdbnw Pxxyftn | LFSN | Infrastructure | 4.50% | 7.64% | 6.59% | ||
| Rtfkrs Bytfbb Cxnmllhbcv Dwnbq Lqzk Znrrwt | WQVQM | Intermediate Core-Plus Bond | 0.25% | −2.48% | 1.38% | ||
| Wjtqjns & Ygcdkl Nbg-Xyknq Vwfdq Ktn HZ | TGFYK | Conservative Allocation | 3.86% | 0.04% | 4.20% |
List Criteria
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.
Top 10 Percentile Rank in Category (5-Year Annualized Return)
Morningstar calculates an investment's total return percentile rank against others in its Morningstar Category. Percentile ranks always range from 1 (best) to 100 (worst), with all intermediate values spread evenly over that range. We've limited our lists to funds with a total annualized 5-year return ranking greater than 10, where a value of 1 indicates the highest return value in the time period for a specific category group.
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.