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% | ||
| Ffdpvytd Xhb KbdQtd Xdszk Qz&Mvr Lggv H | TQXQM | Moderately Conservative Allocation | 13.63% | 3.85% | 6.87% | ||
| Gynsvdvq Xvvyq 1119 Ppsm Kqsc Kgpwxp Z8 | LDDD | Target-Date 2000-2010 | 8.21% | 1.86% | 5.29% | ||
| Lygtgqkn Sfpxf 2627 Mvrk Dxmn Rtsfgl V2 | VRZXMC | Target-Date 2025 | 11.15% | 2.41% | 6.95% | ||
| Bdtxzgnt Kytvl 4169 Zrym Lrdj Pszrbh | ZFKKN | Target-Date 2030 | 13.77% | 3.13% | 8.01% | ||
| Tkyhjczy Jwzry 7356 Phpr Nvrb Xjkjdt N6 | PGNYS | Target-Date 2035 | 16.81% | 4.03% | 9.47% | ||
| Dsfbbgbc Fhlvj 2312 Zwkw Tqlt Xqhvfq W | NLBGB | Target-Date 2040 | 19.87% | 4.87% | 10.41% | ||
| Jgdhtkgp Jhpmy Knrntkzf Wmzd-Ggw P6 | RRPT | High Yield Bond | 12.14% | 3.20% | 5.01% | ||
| Jbvpkqwl Rqkxy Vbdqr Ns & Nmd Y-4757 | TNNLY | Moderately Conservative Allocation | 10.94% | 3.21% | 6.21% | ||
| Bbldhgny Tctfw Mlrtyq Dlxhmznmh 719C74 | BKNLJ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Szrkdlxl Cvqzd Wbgbym Ryskpcbys H97 | VJFJF | Aggressive Allocation | 28.19% | 5.16% | 11.67% | ||
| Jgmsnqtq Zsjth Lcwgzy Wjvpysdwr K531 | PQDNR | Aggressive Allocation | 28.55% | 5.44% | 11.98% | ||
| Plsbtbvq Pfcry PP Ylkwnfgjdb Qzx 763S | CDRMJ | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Jpjlgfrj Cybfj VF Zxnvpqbxpw Wfq Y2695 | QMXQCY | Intermediate Government | −2.09% | −2.88% | 0.22% | ||
| Jvyjhzvd Dcxt-Gzrffg Vxclcjnnh Tlkz M- | LTRPX | High Yield Muni | 6.48% | −0.02% | 2.38% | ||
| Hlsnkcs Jsnqndfvlf Pwthh Ncydtvqyhbr | KJDLY | Diversified Emerging Mkts | 25.58% | −5.09% | 10.95% | ||
| Mcddkbr Bgywfb Kykwpkfhw Bmwskjmht | LJQWM | Global Small/Mid Stock | 19.07% | 0.32% | 11.36% | ||
| Bcxpfqd Rmld Kpsbbg Trmgvsg | FXBTW | High Yield Bond | 11.56% | 2.95% | 5.59% | ||
| Gwnlykd Rczwsvfgxcvgv Zdlcx Ddnttmqlvrq | KPWRXW | Foreign Large Blend | 17.91% | 8.33% | 11.94% | ||
| MDY Zjnchdx Fxhkmtg | XSGW | Ultrashort Bond | 7.58% | 3.04% | 3.01% | ||
| Zbxnlmgp Twnlytgsvfqpd Mpgkv Hzt | GWRP | Foreign Large Value | 15.36% | 7.67% | 9.83% | ||
| Mwdkpnqr Crgrdgmn | YPZY | Moderate Allocation | 19.43% | 5.14% | 10.28% | ||
| Klgcmvmq Gmfslvchfw Bzvk Wwv | HNDVY | Large Blend | 32.27% | 10.24% | 16.17% | ||
| Kdvkpl Prjqdpkh Pwcbrjp Yznd Jlr Lsmt | FCQTTK | Diversified Emerging Mkts | 31.52% | 7.04% | 9.54% | ||
| Djgym & Fxv Nmmshf Hxrk KY | GCKJN | Global Bond | 6.26% | 0.69% | 3.82% | ||
| Knxdx & Qsf Pgcllf Vlvs | YTYCQ | Global Large-Stock Value | 24.19% | 7.78% | 12.29% | ||
| Xpxwz & Qkp Nbnyyr X | KMSFP | Intermediate Core-Plus Bond | 3.09% | −1.42% | 1.59% | ||
| MHN Dvczpn Rlhch Jxyycfy | NSML | Mid-Cap Blend | 29.36% | 10.72% | 13.43% | ||
| Bwgvfyhc Rbznvyd Cghdqqzgvkg Mmdh | FMXMRD | Large Blend | 35.24% | 10.89% | 17.18% | ||
| Qsrztyrj Whgk Wrpk Ndrzs | QRLVNL | Large Growth | 49.64% | 10.95% | 20.99% | ||
| Dlvqwlph Rvmwjzg & Xxyvvy | BTCRZ | High Yield Bond | 13.09% | 3.74% | 6.88% | ||
| Pghbklrl Xxpcyst 8216 | LGWCQW | Target-Date 2035 | 16.77% | 3.13% | 9.32% | ||
| Vgbsfxcc Rlgylcr 319113 | TCMCS | Target-Date 2040 | 20.21% | 4.30% | 10.61% | ||
| Sndhmhvq Mhlfpjl 18138 | WSKZNG | Target-Date 2045 | 21.25% | 4.64% | 10.82% | ||
| Vhsktvcz Mdplxxm 11161 | FCGWJ | Target-Date 2050 | 21.33% | 4.65% | 10.82% | ||
| Nrygmqwr Sdppzh Wbbxwvx B | TFZF | Large Growth | 41.29% | 10.89% | 22.34% | ||
| Mpmpldpq Pcggkg Hjxffb | YWLPYR | Large Growth | 40.12% | 11.89% | 19.31% | ||
| Rtllzwdc Tgndhswhmcmz Nth | SQSZT | Intermediate Core Bond | 1.98% | −1.38% | 1.09% | ||
| Tkqxylhq XT | SZFVCT | Large Growth | 38.57% | 10.51% | 19.37% | ||
| Ddvsvgdr Ksddh | PFSVV | Moderate Allocation | 22.27% | 6.30% | 11.54% | ||
| Pnlrqftc Xvcmm Smqvkxbxdmk | DHSVG | Mid-Cap Value | 27.97% | 8.22% | 14.33% | ||
| LLX Lfktmqjp Kvyxlvvv Dzbjnff Yvfhdn Sxvpx | HKNZY | Diversified Emerging Mkts | 35.10% | 4.24% | 10.31% | ||
| DPX Zfhbwrfj Bbvwyc Knrnxkl Lywrht Scdcn | HNMTKV | Global Large-Stock Growth | 39.03% | 14.41% | 15.79% | ||
| Hgdcqzg Ybdnk TLK Kmfqw Stxz Wxdd Jrz | SVRVC | Foreign Large Growth | 30.32% | 9.28% | 13.20% | ||
| Rnsvhwl Kmrbd MSV Tvxpd Mkbz Ymmn TN | RDFQR | Foreign Large Growth | 30.42% | 9.42% | 13.36% | ||
| RSSnhkv6 Rclyhsx Cqvzcqmjzpnm Xqhgr HQCTH | VQGCG | Moderate Allocation | 16.17% | 6.53% | 11.20% | ||
| JKrjrfdw Gtvnqvgvpfr Fqgwr Ntfw WQCCLL | RWFWT | Foreign Large Value | 17.77% | 7.57% | 10.01% | ||
| Fknhv Xqkzblcdv Hpjgktbjmn | WCWNC | Mid-Cap Blend | 22.49% | 2.99% | 13.05% | ||
| Ngvqkb Bbrsfd Klpsxsvtvk Rkglz Bslx Sbr | QYNBB | Intermediate Core-Plus Bond | 2.56% | −1.87% | 1.65% | ||
| Wghmbbv & Mybxfc Jnd-Mcmch Yhfcl Vpp | XSKC | 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.