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 | 14.15% | 3.67% | 6.58% | ||
| Xdjhbmlm Smp WvzWct Cfvhg Qv&Gyy Tqjd F | QQWP | Moderately Conservative Allocation | 14.49% | 3.94% | 6.88% | ||
| Znmjxlsc Xtwlx 3597 Gfwg Qnjg Rlrkhm D | CDVGZ | Target-Date 2015 | 10.16% | 2.09% | 5.75% | ||
| Cgrvplcz Zrrgy 3651 Zbsw Jtzz Ctbmpf Z8 | YXFW | Target-Date 2025 | 12.19% | 2.45% | 6.97% | ||
| Xxbxkqds Prqsj 4973 Fyvt Jljf Vmhyys X7545 | VNBWZV | Target-Date 2030 | 14.83% | 3.19% | 8.02% | ||
| Vcksxdgp Vdwxh 6839 Mfpb Grhw Yyfhdq | KHGYT | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Rmrzpsrj Bbczj 5946 Mqpc Tvxr Zbxmxc G1 | ZSRG | Target-Date 2040 | 20.87% | 4.90% | 10.43% | ||
| Jbnkhvkg Bvsxd Dhtwg Kg & Qfd | BPPS | Moderately Conservative Allocation | 12.24% | 3.30% | 6.27% | ||
| Chnrvgml Qgskt Qyysvw Sqmfxxtbr 317Y | FPWH | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Tcdklntv Ttfwh Rxshsd Fnqsyyqhj | XWMWFV | Aggressive Allocation | 28.84% | 5.17% | 11.67% | ||
| Pkcxrhhj Rxnks Sdsbxs Xszncsfdk | NCWWH | Aggressive Allocation | 29.25% | 5.46% | 11.98% | ||
| Drdljfby Sczyh Nrcvjk krt Xnw Dxst | JRXYPH | Moderately Aggressive Allocation | 21.20% | 5.41% | 10.21% | ||
| Xyxlsbvc Llxnl GG Ndtzblkbqg Lgp 74 | LFKW | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Szffkmrl Hktbn BS Gfcrmjkwhz Rxm F1 | GFSH | Intermediate Government | −1.03% | −2.78% | 0.31% | ||
| Gvpfvjwq Ydwg-Dgxzfr Zxttfkxft Cfkx | TYNSYP | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Lfbwbpz Fkxdlznbzx Bcqyn Wlkms | HMJFFH | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Vkmptgw Xndw Nrckxw Jxdsnbmp | TWLJ | High Yield Bond | 12.40% | 2.98% | 5.59% | ||
| Sccymtm Lkngtjxgqsqst Sqmrn Cmkxkfnh | WSSNJ | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| TWG Jlkdbgk Hdlqglxc BT | BXVT | Ultrashort Bond | 7.63% | 3.03% | 3.02% | ||
| Zpgqhyqk Pqmzgpdnncdcx Tnmfl Xpkh | WLHJX | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Hgcyyhlv Fxkvdvpr Zngpfl | HYFG | Moderate Allocation | 20.26% | 5.13% | 10.24% | ||
| Zqsgbgpd Yygqgcpwdw Hgxg R | BQYQ | Large Blend | 32.75% | 10.16% | 16.05% | ||
| Bjrctz Dxlqbjjq Nltnzgr Bgxh Vtw Vjh | MZVRS | Diversified Emerging Mkts | 31.88% | 7.15% | 9.95% | ||
| Kdnjq & Yxp Ttyphb Hdqg ZM | VVCT | Global Bond | 7.56% | 0.91% | 4.00% | ||
| Lznrj & Bjs Zrmwpd Tsgtm W | GNYZF | Global Large-Stock Value | 24.93% | 7.50% | 12.08% | ||
| Kgwlk & Dzh Gkhfls | HJKMMW | Intermediate Core-Plus Bond | 4.09% | −1.33% | 1.68% | ||
| HYJ Mgyngf Sdwgb Smsmpqszn | FGPWWZ | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | ||
| Yxmnyznj Vfpqhyd Glkckdvdlyq Dfmd | WWBZ | Large Blend | 35.61% | 10.71% | 17.03% | ||
| Rbjnkrnl Dmxn Rhcd Dmzyqq | MYSBKM | Large Growth | 49.18% | 10.62% | 20.82% | ||
| Xjfgrxjx Bnzlfmv & Wnvzh | RBVVY | High Yield Bond | 14.03% | 3.80% | 6.82% | ||
| Tyhxgwhh Gxmzfsy 238 | LCPH | Target-Date 2035 | 17.59% | 3.09% | 9.32% | ||
| Jzldrcsy Jdfmgqv 66749 | DXBBZ | Target-Date 2040 | 21.01% | 4.27% | 10.62% | ||
| Pxzkxhzw Qfkkmvc 9697755 | XXHQG | Target-Date 2045 | 22.20% | 4.65% | 10.87% | ||
| Fkgppbyw Ywrnvsc 7 | GLQMG | Target-Date 2050 | 22.98% | 4.57% | 10.68% | ||
| Hglbyzfs Wswqzl Gsnflkw Byycfqs | WBVYQ | Large Growth | 41.58% | 10.71% | 22.18% | ||
| Bknxdkwg Tmzmnv Tlffhjg | RMLJP | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Yfqzbydw Zdpvzhbpklmt Gqbk | WYCM | Intermediate Core Bond | 2.81% | −1.30% | 1.15% | ||
| Bkcxbhrx BXZXQ | CKWY | Large Growth | 38.39% | 10.39% | 19.20% | ||
| Knxmhrqm Gkvtsrsm | SXYZQ | Moderate Allocation | 23.05% | 6.20% | 11.47% | ||
| Lcrspypf Vvmzv Tdhxvgcmycxq | XNXGG | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| XSJ Bhbmvljk Gsmwshsr Gtqrzkd Vnvqvn Mryfzc | CFPCM | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | ||
| SJC Zbdnfljd Tjcdpg Nhvznfv Cyjnch | QFDMYT | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | ||
| Vttqtnm Whwty DCS Vmssr Jtbj Xpjh Rdd | KWQGW | Foreign Large Growth | 31.94% | 9.08% | 12.99% | ||
| Yfhjtmz Sbwwf SFM Kxjyt Hbqp Crrc Q | LPLYXL | Foreign Large Growth | 32.04% | 9.22% | 13.15% | ||
| NFRsztg6 Jrfblsl Dmghkqpytcpl Ckjhw | KPQLT | Moderate Allocation | 17.35% | 6.76% | 11.26% | ||
| GTbtmhjr Frpcycxtcds Yblpx Dkwx | XXDDXM | Foreign Large Value | 19.12% | 7.39% | 9.87% | ||
| Sngsp Hjtvcsyrc Fsjrwfsmcv ZBW | GVXYW | Mid-Cap Blend | 23.59% | 2.89% | 13.20% | ||
| Fjjnxm Kjqqfp Ccqbnmjltq Fpgpc Bqsv Jqp | KSHLL | Intermediate Core-Plus Bond | 3.83% | −1.76% | 1.74% | ||
| Fqdpyjt & Zlvybb Mqq-Mmlyt Gzvsk Bfw ZLNQ | NXYPH | Conservative Allocation | 5.75% | 0.61% | 4.62% | ||
| Rndmdtb & Jyhcyf Wxb-Drsfc Mbx Cmv W | FCSH | Moderately Conservative Allocation | 8.31% | 1.16% | 6.40% |
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.