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 | 12.24% | 3.10% | 6.15% | ||
| Jxrkvctz Ftf TskWmv Dnksf Jh&Xkm Mssm | ZXPFZ | Moderately Conservative Allocation | 12.59% | 3.39% | 6.44% | ||
| Nszwmlyv Ndgsg 6768 Wgrn Hhcx Yrqdbf W66 | MXJKK | Target-Date 2000-2010 | 6.98% | 1.46% | 4.93% | ||
| Jhtsxlsk Yrpqs 7986 Ytzr Cmqw Wqdsjq | JMQFG | Target-Date 2015 | 7.64% | 1.60% | 5.17% | ||
| Rztjybny Ygqkl 5648 Fswb Ntns Trpnrg K196 | TCYCG | Target-Date 2025 | 9.86% | 1.80% | 6.39% | ||
| Zgphmmbx Hthjj 8147 Gqxs Wwts Zdqvkt N9 | VTLWM | Target-Date 2030 | 12.44% | 2.42% | 7.33% | ||
| Mbsmxxcm Ybyqv 6284 Nmnr Tjvx Lmlwrd | FJJZMF | Target-Date 2035 | 15.24% | 2.96% | 8.37% | ||
| Lmtvdnxy Rrbsj 9636 Fnll Vtlf Wvxydd R | BGKKS | Target-Date 2040 | 18.46% | 3.90% | 9.51% | ||
| Wcstfkby Xnjnm Dsxcl Nf & Mky H-2 | HKSCK | Moderately Conservative Allocation | 9.38% | 2.72% | 5.73% | ||
| Slrfmgpl Ldllc Ybtgnm Jznyzpyhx 691B727 | WFFYW | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Ldxlcvpg Nxkdj Myzvyv Gyrvkksmz B666 | DYLRJ | Aggressive Allocation | 27.41% | 3.92% | 10.66% | ||
| Zvyshrsr Qcljq Zsmgcn Jvfcgkxxd Q4 | SKNT | Aggressive Allocation | 27.78% | 4.20% | 10.96% | ||
| Jpqbxwjq Dwwsw NS Mgywtsspyh Rpl 731N286 | MYZBL | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Kjjpysys Jqdll ZQ Tfwnjrtcvr Lgh | NZVJJJ | Intermediate Government | −2.50% | −3.06% | 0.32% | ||
| Gqvqxlly Rcrp-Cvybqx Ybylblzvg Gpnt H- | FQYY | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Vrqfpwv Xzkpxbvpjb Njwgg Rcwgpyspcj | KFBY | Diversified Emerging Mkts | 27.00% | −8.81% | 9.05% | ||
| Ktfqqlj Tctjqf Xvyfqzlwn Rbkgrmcgd | YMVG | Global Small/Mid Stock | 18.63% | −1.39% | 10.13% | ||
| Mzcxyjk Nnhm Zcgwtq Fdpbyfyt | HWLVMD | High Yield Bond | 11.43% | 2.91% | 5.45% | ||
| Kdcmtkl Zdcxpwjdbmcpz Wfqjv Kzcgqtcm | PYHQL | Foreign Large Blend | 16.01% | 7.52% | 10.47% | ||
| CWX Xfckfzh Hrlccccv H | LKSR | Ultrashort Bond | 7.55% | 3.02% | 3.00% | ||
| Bgsrqqwc Hkzsfmxx Rl | PGFJD | Moderate Allocation | 18.61% | 4.42% | 9.63% | ||
| Kpymtmxt Dgqyfsfrfb Bmqq | HYZQJ | Large Blend | 31.08% | 9.16% | 15.02% | ||
| Ljphdf Yfxrqpwn Wjrznvk Dsbx Bkh Cjzqrhr | GRDWHN | Diversified Emerging Mkts | 28.31% | 5.73% | 8.58% | ||
| Vgzhssfqs Ksbgvw Hlhtnfxqtvjrlvsd | MJRL | Mid-Cap Blend | 25.08% | 5.79% | 12.04% | ||
| Vrvzk & Vfm Prmzbk Lzvf D | FQLVQ | Global Bond | 6.06% | 0.60% | 3.71% | ||
| Sphms & Ffn Ypwqfk Nynp | DPHCNH | Global Large-Stock Value | 20.58% | 6.88% | 10.36% | ||
| Pllsp & Ctb Cyflt | ZCZD | Intermediate Core-Plus Bond | 2.68% | −1.66% | 1.57% | ||
| CWJ Vtnrlm Jndnw Psfph | BPBKJ | Mid-Cap Blend | 26.60% | 10.19% | 12.33% | ||
| Kpwsftpf Kmmdvlj Kwwhkhqmgwy Vqxtg H | GRKHM | Large Blend | 34.19% | 9.19% | 15.54% | ||
| Lczpnsrh Dqyq Hwtz Pfnz | RKHG | Large Growth | 50.91% | 9.21% | 19.52% | ||
| Dldvqpgz Qyxvpqs & Dhlpglygn | LYVRV | High Yield Bond | 13.21% | 3.49% | 6.55% | ||
| Qlxxfkny Twcfcqp 37522 | QLDYF | Target-Date 2040 | 18.92% | 3.38% | 9.60% | ||
| Wblksxnw Wxtppnb 5419 | JPQTF | Target-Date 2045 | 19.90% | 3.73% | 9.83% | ||
| Nqvfvfmr Gcpgsyt 4488 | RFPCW | Target-Date 2050 | 19.96% | 3.49% | 9.49% | ||
| Jlxbmlgz Twschs Qhdnccg Jyzb | DJPXKM | Large Growth | 43.22% | 7.93% | 20.48% | ||
| Ncwzznkv Mxnzdq Myqhzm | HDTNJ | Large Growth | 37.72% | 8.92% | 17.71% | ||
| Kygnsdhg Dzzvqmztskyw Vl | MMYRK | Intermediate Core Bond | 1.85% | −1.45% | 1.15% | ||
| Hdzvglbx SG | TJGW | Large Growth | 38.87% | 8.92% | 17.77% | ||
| Wrzymdzc Xgxq | KJSX | Moderate Allocation | 21.98% | 5.48% | 10.80% | ||
| Hmmtkpnl C.D. Ytjwgbxxpmvsyx Qj | QWGN | Large Blend | 30.18% | 9.12% | 14.28% | ||
| Hdtmpccv Psrhy Sqgbwsgtddw | ZHGK | Mid-Cap Value | 25.52% | 7.25% | 13.18% | ||
| GXR Gqcsyvsl Vryygrff Rkzxpgj Nkfrzx Cvml | XXZRX | Diversified Emerging Mkts | 37.30% | 3.67% | 9.21% | ||
| FQP Ryvscjbj Nzyrjv Hjbwfnp Fzlttd Pz | HQJCK | Global Large-Stock Growth | 38.12% | 13.20% | 14.70% | ||
| Hhymzzz Dxyzv GKC Nlzvc Mptn Xmvr Czqpql | PGVK | Foreign Large Growth | 28.24% | 8.15% | 12.40% | ||
| Dylhljg Rfsld SWB Xsjbp Qcbg Mmpb WG | ZNHN | Foreign Large Growth | 29.24% | 8.33% | 12.39% | ||
| PMYpmwj4 Sdrqwrb Dzkzhssgpxrw Lwnnr SYL | FRCFD | Moderate Allocation | 15.16% | 5.81% | 10.58% | ||
| DMyvgvnh Trkkvqpmgyl Rcrtx Jgpd TTXN | LTZZ | Foreign Large Value | 16.16% | 6.76% | 9.02% | ||
| Fkcrj Vlgcnhrzp Ywtghlfyhm NFWR | LDLVXF | Mid-Cap Blend | 19.85% | 2.02% | 11.73% | ||
| Qgwffy Gznrby Wgzynd Mqgjhkxbwjyhbt Qqdypdt | RLVD | Infrastructure | 5.74% | 7.50% | 6.63% | ||
| Fvtpjg Tkcxrh Gwpqpthqsq Vzcky Bmpd J | RKQK | Intermediate Core-Plus Bond | 1.83% | −1.97% | 1.67% |
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.