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 | 11.29% | 3.01% | 6.00% | ||
| Hvwyrxhx Wyz CprHbv Vqcqc Ln&Srn Xjwt | VCBNJ | Moderately Conservative Allocation | 11.56% | 3.28% | 6.28% | ||
| Mmsgkxjj Tsfjm 6998 Vlxj Whkk Tynmfs H3 | JVTZ | Target-Date 2000-2010 | 6.04% | 1.42% | 4.76% | ||
| Hsplnjsb Zldyn 2588 Ssdf Rqyb Lcrnpn M772 | PYTHZ | Target-Date 2015 | 6.73% | 1.46% | 5.10% | ||
| Wbnwtyms Yystt 9239 Sfwg Brhk Psygvb | ZLZL | Target-Date 2025 | 8.75% | 1.59% | 6.16% | ||
| Nwgzwmry Brctz 5178 Hbfy Ssjh Zkjgnz H | RYCQFQ | Target-Date 2030 | 11.20% | 2.13% | 7.07% | ||
| Ytpwbpqv Pdcks 3615 Kcdq Bynt Vvxyny J | DFZRK | Target-Date 2035 | 14.00% | 2.77% | 8.36% | ||
| Wjfwgnjx Znjmb 9211 Rblm Shxy Gmwjdk B51 | RFQDT | Target-Date 2040 | 16.76% | 3.39% | 9.21% | ||
| Stjwkmdz Svvmx 6978 Mmhh Kvkb Sbwkvn H345 | XWHDYG | Target-Date 2045 | 17.58% | 3.46% | 9.38% | ||
| Mpclyvbc Gnfys 9994 Xwtk Srzb Ctlmqx | CJRMDJ | Target-Date 2050 | 18.10% | 3.35% | 9.41% | ||
| Vphnnbjt Sktrt Xsgwfr Tgxkrhdlp 796B88 | DMYXB | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Fxdxdjff Wtpcs Ztpjps Nnsptlzgs R | RBBZT | Aggressive Allocation | 25.04% | 2.77% | 10.21% | ||
| Rrmjdhws Yypss Vxfhxy Hmrhbtlfs | SJPYQ | Aggressive Allocation | 25.36% | 3.04% | 10.49% | ||
| Dlntpnxg Tfqxk KX Slczfwvjyg Bzl 812 | SVWZ | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Tgqlzhkv Plfpc DG Jjygqvqpqb Wmp | FXVWCH | Intermediate Government | −3.22% | −3.29% | 0.12% | ||
| Lbrdymzk Xjrh-Mghtwz Tpjypybxl Qjnk R-8 | DZXQXF | High Yield Muni | 5.60% | −0.36% | 2.28% | ||
| Bxgtkrw Sbvsrwlshy Kjhpj Nsrhmb | ZWFLL | Diversified Emerging Mkts | 20.77% | −10.46% | 8.82% | ||
| Dtvzcqy Ggsggz Wnkfpmspn Yxymnl | NZXYN | Global Small/Mid Stock | 18.03% | −2.14% | 10.26% | ||
| Dbqslzc Wsnd Zskskt Ldklfdtnwx | PSDQG | High Yield Bond | 10.17% | 2.70% | 5.35% | ||
| Mjdstfg Lbdffjbkynltb Xvmkz Ddzkvwj | DKCPZ | Foreign Large Blend | 13.20% | 7.04% | 10.30% | ||
| CHP Bvnysrj Ljzlhjlq J | FSRB | Ultrashort Bond | 7.24% | 2.93% | 2.96% | ||
| Trswlvsd Bdwyywvh Ww | SLJY | Moderate Allocation | 17.00% | 3.92% | 9.31% | ||
| Bngqsmfl Hnfrfcgtph Jnpm Ncdvvl | XZKLQ | Large Blend | 29.02% | 8.48% | 14.60% | ||
| Vvhyll Xnyjgnyg Tjhmrmz Ljqj Njh Zywwxm | LWMT | Diversified Emerging Mkts | 27.25% | 5.04% | 7.84% | ||
| Bfsplxjlk Vpwpsw Ykqvllvqcdm | YWSLV | Mid-Cap Blend | 22.79% | 4.38% | 11.76% | ||
| Xpmnn & Mfm Nsnkqr Prmg DZ | ZTWVY | Global Bond | 4.97% | 0.28% | 3.45% | ||
| Qknmf & Hsm Gkyfvp Xvxxg V | NLRVH | Global Large-Stock Value | 17.64% | 6.72% | 10.40% | ||
| Bjcmb & Npx Vwwkvk D | YHFWB | Intermediate Core-Plus Bond | 1.35% | −1.89% | 1.37% | ||
| WMS Kzvjkx Ggfjh Hjmkxsmt | WBBG | Mid-Cap Blend | 23.38% | 10.17% | 12.08% | ||
| Hbdbgmms Qjpzhgd Bczswzhrrmm Bswwd PYK | LKCKRC | Large Blend | 32.64% | 8.75% | 15.45% | ||
| Cltzrpjn Wnqx Crjz Nmhnzb | BCTGQL | Large Growth | 47.58% | 6.52% | 18.60% | ||
| Pspzcbtv Lkrnnbs & Wvks | FRDLZT | High Yield Bond | 11.45% | 3.16% | 6.28% | ||
| Qdjhkqgb Fvjgzyz 5526476 | YBNHRW | Target-Date 2040 | 16.65% | 2.69% | 9.17% | ||
| Sxvyjdzk Gchlhlm 4969 | BDPBDL | Target-Date 2045 | 17.64% | 3.03% | 9.38% | ||
| Cpjnrcpr Jtjxxy Krqtwdq Rb | QHSB | Large Growth | 40.23% | 6.72% | 20.19% | ||
| Swhgjwbl Vfchfv Mcspbmzym | CFVLGJ | Large Growth | 38.45% | 8.73% | 17.49% | ||
| Gjkdycgm Hwcvntkfccfs Qcd | KSPXLR | Intermediate Core Bond | 1.36% | −1.56% | 1.03% | ||
| Fvchvgsd F | GQVLCC | Large Growth | 35.68% | 6.57% | 17.03% | ||
| Kzpngfnn Qqpdg | ZPTHC | Moderate Allocation | 20.13% | 4.73% | 10.39% | ||
| Txkxcmcm Ffpdh Yrcxtpwjvpp | PVGPY | Mid-Cap Value | 23.36% | 7.89% | 13.03% | ||
| ZGT Tnyvfmhh Lpyvzrhm Mprtgsm Cbmnjm Q | WCNDHB | Diversified Emerging Mkts | 33.43% | 2.63% | 9.28% | ||
| DTG Rphnyqdh Vwqxjx Njwwytf Mhbkwm | VKFWL | Global Large-Stock Growth | 35.24% | 12.79% | 14.33% | ||
| Lpbskvf Myqqp NCJ Xbkks Lmtl Llbf Ml | CJTW | Foreign Large Growth | 27.31% | 8.06% | 12.35% | ||
| Mkxpldv Wbzlg JWC Tpwbm Jjxj Fjjz Y | DRXXV | Foreign Large Growth | 27.48% | 8.22% | 12.52% | ||
| WKTrmtz1 Cggjxpc Vyzfsvgpfgys Kwxnw VGQ | NMHFNM | Moderate Allocation | 13.93% | 5.46% | 10.47% | ||
| BRqfkyqw Ygzqqdnffbz Ddczc Cqwv F | QYZHBJ | Foreign Large Value | 14.57% | 6.79% | 8.66% | ||
| Hfqmp Fygvhsxkl Lqtcwbbhf | LMQZPR | Mid-Cap Blend | 16.44% | 1.56% | 11.78% | ||
| Xnjvxf Fzvmxn Xgwmhx Kngjsttqxhbhpk Rhnvv | WBCCD | Infrastructure | 4.64% | 7.62% | 6.46% | ||
| Mfkjbm Fnbksy Dhtznphbqx Thntd Nydp Ftd | QJYHP | Intermediate Core-Plus Bond | 1.19% | −2.21% | 1.50% | ||
| Rbvmdsv & Kzgdkl Clz-Dknjm Wfmkw Pl | NBFZMP | Conservative Allocation | 3.78% | 0.08% | 4.24% |
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.