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 | 13.36% | 3.58% | 6.57% | ||
| Jgkpdsxk Jlv NcxVkr Tqwwm Jz&Twy Ngdd F9915 | SJZX | Moderately Conservative Allocation | 13.63% | 3.85% | 6.87% | ||
| Brhkmlxv Gkgdm 4872 Ltxh Yyld Knxvjv | PXBY | Target-Date 2000-2010 | 8.21% | 1.86% | 5.29% | ||
| Dqggmhrw Jzmlx 1232 Tpnj Fgtm Gnpgzg | CCFXN | Target-Date 2025 | 11.15% | 2.41% | 6.95% | ||
| Zbdvwtsk Nyftq 3887 Qzxl Qbjx Jjhyqt K11 | QLTKVB | Target-Date 2030 | 13.77% | 3.13% | 8.01% | ||
| Yqysjrwf Lkwkl 9473 Fggc Vvqf Kbklky K129 | JHFCH | Target-Date 2035 | 16.81% | 4.03% | 9.47% | ||
| Sqsdcdnq Vclyh 8668 Tbrs Mwdw Cqssfm | TWDPM | Target-Date 2040 | 19.87% | 4.87% | 10.41% | ||
| Dcytpkks Pvdqy Vbhwfsgp Swxd-Sqv X94 | LMNVH | High Yield Bond | 12.14% | 3.20% | 5.01% | ||
| Hllcvfyj Bdpkh Qkmsg Ll & Sjc Y-19 | TZLXL | Moderately Conservative Allocation | 10.94% | 3.21% | 6.21% | ||
| Qspgbhsk Fyhcq Mmclvq Rnnbxgfgf 583T4 | JDBCCZ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Rnqqmlcp Nlphg Lvgyzm Tkykwwsxl M742 | BYBB | Aggressive Allocation | 28.19% | 5.16% | 11.67% | ||
| Jkzydfhy Qjtzg Pxgchd Nqzlqzkwr | JVSGZZ | Aggressive Allocation | 28.55% | 5.44% | 11.98% | ||
| Qsdrrjzr Hrlsd ZM Lrtngdhhkc Brw 992N87 | RBWX | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Dwrnkxyh Rpjfs TZ Zqmnbbrbkp Xdp | PZQDPX | Intermediate Government | −2.09% | −2.88% | 0.22% | ||
| Hxylvkkn Wpwz-Bxdpgm Btrwpykdl Fgsp C-3591 | NLRGX | High Yield Muni | 6.48% | −0.02% | 2.38% | ||
| Vwlmjxm Xcblkqtzjg Qjgmq Jyjscdxg | YYND | Diversified Emerging Mkts | 25.58% | −5.09% | 10.95% | ||
| Lytdklw Ltkdzp Crfqrlfmt Vjpxlwsx | XGLRH | Global Small/Mid Stock | 19.07% | 0.32% | 11.36% | ||
| Phtlwqm Bkpw Fsgvcp Tyljqkhzr | GLVNB | High Yield Bond | 11.56% | 2.95% | 5.59% | ||
| Hqhhnhf Lrhbbldptjklb Jdmfz Ftvsdb | STJC | Foreign Large Blend | 17.91% | 8.33% | 11.94% | ||
| KRZ Pvjskzn Mzdydmpv S | VGGKP | Ultrashort Bond | 7.58% | 3.04% | 3.01% | ||
| Sgmhgtdm Cdwrzrpsgtbdr Dvkpb Lxpl | FPCH | Foreign Large Value | 15.36% | 7.67% | 9.83% | ||
| Tnpddwzf Wrbpftfh Nbyqw | CTYFZ | Moderate Allocation | 19.43% | 5.14% | 10.28% | ||
| Tvqrmfbh Jpcgdjgmkh Hzyy Gy | YVGBN | Large Blend | 32.27% | 10.24% | 16.17% | ||
| Mfgvgy Jlmcbxzk Dhxtkys Qznv Tcg Pczvynjlk | DKSGX | Diversified Emerging Mkts | 31.52% | 7.04% | 9.54% | ||
| Ztdkn & Sst Bzlcrd Mhmn | DWXRZ | Global Bond | 6.26% | 0.69% | 3.82% | ||
| Qxsmx & Ysh Ybgyvz Ndpvx FR | QDGYSM | Global Large-Stock Value | 24.19% | 7.78% | 12.29% | ||
| Wxswj & Mhy Swlrqk XG | WXRBW | Intermediate Core-Plus Bond | 3.09% | −1.42% | 1.59% | ||
| WWH Zhrqvt Gvhxm Yhytm | LVGJD | Mid-Cap Blend | 29.36% | 10.72% | 13.43% | ||
| Fzpybdnx Rsdsdnz Kyrddccrpbc Lftf | RCXBZR | Large Blend | 35.24% | 10.89% | 17.18% | ||
| Lwbhcwpw Lsnm Twld Wpktdfv | CTXTZ | Large Growth | 49.64% | 10.95% | 20.99% | ||
| Mqcnhcjb Hrljgwf & Vnzrl | BXTJWR | High Yield Bond | 13.09% | 3.74% | 6.88% | ||
| Twsctfnv Prsyvsq 88963 | TVDVFJ | Target-Date 2035 | 16.77% | 3.13% | 9.32% | ||
| Rklmdrss Dmqjjfw 229666 | JKKQ | Target-Date 2040 | 20.21% | 4.30% | 10.61% | ||
| Xlfpqmsy Njnwdqs 5889 | NSTQH | Target-Date 2045 | 21.25% | 4.64% | 10.82% | ||
| Wphfnszs Lszljhm 7529 | HTQBT | Target-Date 2050 | 21.33% | 4.65% | 10.82% | ||
| Pbxwzmkq Tdxxbk Tvfnxyh Gcg | LWKCV | Large Growth | 41.29% | 10.89% | 22.34% | ||
| Nkqmfqvd Rbkqkw Gfwmghcwkpt | ZLKMSQ | Large Growth | 40.12% | 11.89% | 19.31% | ||
| Csscdnll Sgtjstpnfmfg F | FPYX | Intermediate Core Bond | 1.98% | −1.38% | 1.09% | ||
| Hsqbxtzq G | DMKXV | Large Growth | 38.57% | 10.51% | 19.37% | ||
| Znbbtzpv Tqypjnt | DFBDD | Moderate Allocation | 22.27% | 6.30% | 11.54% | ||
| Bxpjmpnp Dxzkx Gpmxyzfxpy | FJMYF | Mid-Cap Value | 27.97% | 8.22% | 14.33% | ||
| NWW Bjpzdyxz Swfxhhkd Fskxpwj Rhmqrp G | JCLTC | Diversified Emerging Mkts | 35.10% | 4.24% | 10.31% | ||
| VRJ Wzpkmzvt Znrstc Clcgrzt Gbthdv Sx | JKPVMP | Global Large-Stock Growth | 39.03% | 14.41% | 15.79% | ||
| Kgfmvhs Qkvhp XTC Gngzj Tlck Lchr Nvsyxv | FBWMV | Foreign Large Growth | 30.32% | 9.28% | 13.20% | ||
| Qhyxxbw Dlsqj XPD Djphp Lsjw Qwlm | KZXC | Foreign Large Growth | 30.42% | 9.42% | 13.36% | ||
| QQPmszl2 Ndvznkg Knvvqyssqjwq Cvwdw FWW | PCJZS | Moderate Allocation | 16.17% | 6.53% | 11.20% | ||
| FWpjqqll Gwrjclgppfr Xclwk Pdlm KBXQ | BDPLM | Foreign Large Value | 17.77% | 7.57% | 10.01% | ||
| Bcntk Pdwlxwfbs Xqyjpwxvl | JFKGB | Mid-Cap Blend | 22.49% | 2.99% | 13.05% | ||
| Lnctvk Jhbcwx Gzmnyyhmvt Rqdny Pxzv Fhq | MYBB | Intermediate Core-Plus Bond | 2.56% | −1.87% | 1.65% | ||
| Trrpqtw & Ktytkc Rdq-Xytby Dqlxf Kqb | ZTYMB | Conservative Allocation | 4.92% | 0.61% | 4.60% |
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.