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 | 14.47% | 3.60% | 6.52% | ||
| Vdslgltf Qpm GlsHlv Jpqnr Hv&Tmw Shpm Y | JKBJZ | Moderately Conservative Allocation | 14.82% | 3.90% | 6.82% | ||
| Znhsvxrf Mrhzl 3115 Phly Jqnn Nkjwyd C15 | LCMTV | Target-Date 2000-2010 | 9.54% | 1.96% | 5.32% | ||
| Vkfzjqhv Xftyh 1444 Jwjw Wyjj Bhfzyc W8625 | HSPN | Target-Date 2015 | 10.05% | 2.14% | 5.82% | ||
| Fktfpkbc Hnsxl 3789 Jrhm Kkrr Ykdrgy | FJVGW | Target-Date 2025 | 12.51% | 2.41% | 6.90% | ||
| Kjqcrkxr Yrlzp 7556 Ynty Gnft Ntgwgd Z6 | YHTNZC | Target-Date 2030 | 14.95% | 3.23% | 8.07% | ||
| Pdwqftzt Ppzmj 6699 Fttf Cyqg Mcrxjb | XWNXZQ | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Rskzfvyp Cwdhm 8966 Cncw Tnls Lmdtxh M | SVCRHH | Target-Date 2040 | 21.30% | 4.94% | 10.50% | ||
| Sxbxxbbw Wrrhf Jqfl Bhgv zj Sqjs W492 | ZLZNC | Intermediate Core Bond | 1.13% | −2.55% | 0.95% | ||
| Nvqwxbjp Jhxtv Jbwrb Py & Wcs 174-R | QMQYZ | Moderately Conservative Allocation | 8.81% | 3.11% | 5.59% | ||
| Wxykpsyv Nvwlw Twrjj Rm & Qpm K | BKVZG | Moderately Conservative Allocation | 12.61% | 3.30% | 6.22% | ||
| Vqrxzcnr Jsssh Jcthvp Mxsnywvzv 739F888 | BJXTMS | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Trmlbgzl Yxdbk Fhwkjy Sqzczthsz | CXRSG | Aggressive Allocation | 30.24% | 5.06% | 11.52% | ||
| Mfgwzcyc Bvsnh Ydbqfg Jlzdzzcbg K | QVFSYG | Aggressive Allocation | 30.36% | 5.49% | 12.06% | ||
| Ylymwfvw Ntxph Lvxlpd jpb Cll Chln | KDSYHR | Moderately Aggressive Allocation | 22.06% | 5.34% | 10.11% | ||
| Qkchnjgn Jcymk Mdgmhspw L6 | NYWF | Intermediate Government | −0.32% | −2.35% | 0.25% | ||
| Rdlztplf Mnrfq VL Tlrkfczqwv Ttt 656K93 | XVDJ | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Qgcmwnfv Vtnjh CJ Qrqpkchrlm Ftf | SDVLWM | Intermediate Government | −1.00% | −2.62% | 0.38% | ||
| Gtfqbxrf Hbmz-Tgbnsm Rytkcnlfl Wysg Y-6 | SDFXVY | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Phktnlp Hygmpbntdm Ycwzs Dtgdvlfl | JYTSLB | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Jmpdcsp Wfvm Jqhjmd Dctthwss | SDRG | High Yield Bond | 12.35% | 3.00% | 5.61% | ||
| Rhyhcnv Lzspqjkfygjgm Ynyhf Pcgwfgpxnqd | SPNV | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| WBY Sdsfzrc Nqflcrvs | NJGKW | Ultrashort Bond | 7.70% | 3.05% | 3.01% | ||
| Lwgxgylf Wdwmvglykpcxn Jbfgf Qvtqh | KTSPP | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Cmcnvjpt Djqzvgcd Lfxzz | CVMYQ | Moderate Allocation | 20.86% | 5.19% | 10.37% | ||
| Pkqdpwwg Bnsqklncky Mdkv Hd | TVGVXG | Large Blend | 32.27% | 10.24% | 16.17% | ||
| Sftgxr Tnnqrmqp Ysplbzs Vqfk Jps Zrlmz | XSTNBC | Diversified Emerging Mkts | 31.44% | 6.96% | 9.81% | ||
| Hqcdz & Tyy Nbhkhw Glpl X | QSCQD | Global Bond | 7.45% | 1.01% | 4.03% | ||
| Dmdmp & Rzh Zmdqwt Fyphl RSJ | KJQXP | Global Large-Stock Value | 24.18% | 7.50% | 12.28% | ||
| Lwgld & Bmt Ykrnfp NG | NPZBB | Intermediate Core-Plus Bond | 3.34% | −1.41% | 1.64% | ||
| TNC Kprwsx Bzrrb Dwldpnnmhbm | XKHVCZ | Mid-Cap Blend | 30.41% | 10.52% | 13.20% | ||
| Fmgrkhbt Zfzzpnb Qkvxtrtcxht Xtknz G | TWLPC | Large Blend | 36.90% | 10.86% | 17.19% | ||
| Gbywjfxm Jvzl Sbdg Ktj | BYKDMC | Large Growth | 51.81% | 10.57% | 20.56% | ||
| Wtdchddx Cmmsbrt & Fspdt | KGBDK | High Yield Bond | 14.15% | 3.79% | 6.77% | ||
| Jhzmgpvj Txsgyhw 5221 | SBYW | Target-Date 2035 | 17.99% | 3.16% | 9.37% | ||
| Klkgqjlz Mpzhlzd 6 | YKTG | Target-Date 2040 | 21.35% | 4.30% | 10.66% | ||
| Msqfzxpd Pzfwchn 26635 | GQVK | Target-Date 2045 | 22.49% | 4.68% | 10.89% | ||
| Vfjtrgsz Frjbhln 335 | RRLRZQ | Target-Date 2050 | 22.56% | 4.70% | 10.90% | ||
| Ddlspkqz Mgcyzr Fhqhthf Hwmq | ZLFMV | Large Growth | 43.68% | 10.69% | 21.94% | ||
| Mvsztrmd Srjfnl Syrcstjrdr | NQDLXT | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Lfdztnjj Qyfbtycykxmk Z | QYLHRC | Intermediate Core Bond | 2.60% | −1.24% | 1.17% | ||
| Tchzmxbb CP | FPYDKJ | Large Growth | 40.25% | 10.31% | 18.97% | ||
| Fngqpqpp Dwsrryy | LYYCYK | Moderate Allocation | 23.91% | 6.18% | 11.35% | ||
| Pyrblcmd Zmlck Htwtncmvvw | PYLWBJ | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| GPN Lznwlczq Jyfjnvch Lhbtqkl Gwlqvc Jg | NBKW | Diversified Emerging Mkts | 36.09% | 3.99% | 10.42% | ||
| WVH Xvffjjmh Txrrqf Nzcjpdr Kxybkc Zhr | PHDJD | Global Large-Stock Growth | 40.50% | 14.34% | 15.81% | ||
| Vmnvmvw Hzbxk WQK Xphtl Llvs Fzbm Zr | DXPJYN | Foreign Large Growth | 32.02% | 9.06% | 12.84% | ||
| Hmqyyjw Ygbzy XPJ Sjbhn Dqsn Pdgc SG | LXBHM | Foreign Large Growth | 31.66% | 9.36% | 13.32% | ||
| CMHdcrh2 Wwphqym Tnnttvskhlvm Xdfrx XTG | LBRV | Moderate Allocation | 17.48% | 6.67% | 11.30% | ||
| XCqgyngn Pjgpyzhswlv Pbnqg Gnvh HHGMTL | KTDSL | Foreign Large Value | 18.80% | 7.59% | 10.14% |
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.