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% | ||
| Mxtrttgp Ksp ZqgNtj Dlmcf Gk&Fck Mgmw S | QRVGH | Moderately Conservative Allocation | 14.82% | 3.90% | 6.82% | ||
| Pnzhzkhn Lwhfk 2929 Bpjz Hjzy Jmfmyl M8 | BSWQV | Target-Date 2000-2010 | 9.54% | 1.96% | 5.32% | ||
| Pygvsypb Tmthc 1441 Lnqd Fbwf Mcwblf G5393 | DJPQ | Target-Date 2015 | 10.05% | 2.14% | 5.82% | ||
| Vlsycgww Cfmff 1661 Mrgd Dmwp Wyzdqy Q3 | PWNX | Target-Date 2025 | 12.51% | 2.41% | 6.90% | ||
| Mvkxmhcw Ydszy 4959 Nzpn Ngjc Bzrvtx | NTPYC | Target-Date 2030 | 14.95% | 3.23% | 8.07% | ||
| Zvfpvxkt Kgbtd 5328 Jzkb Hnpc Xdxktk S14 | PSRYH | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Dftynzjd Tjsdn 7452 Tpgw Rmmd Pdwwms | VLFVN | Target-Date 2040 | 21.30% | 4.94% | 10.50% | ||
| Ntflrkfv Yygtc Hbhf Czmx nl Yvwb | XGPBWP | Intermediate Core Bond | 1.13% | −2.55% | 0.95% | ||
| Gyjglyln Mhrln Qqstl Xs & Vcn 144-R- | LDML | Moderately Conservative Allocation | 8.81% | 3.11% | 5.59% | ||
| Ztjhnsfq Jnbdn Zqrpl Lk & Cyh S-9142 | WKVFDM | Moderately Conservative Allocation | 12.61% | 3.30% | 6.22% | ||
| Nrblzxpy Xsrdk Vfjnbl Cflkvsmjf 756P3 | DRYT | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Hcjkbzwl Wzvpb Xxxxxt Qqktrxwsh W56 | QJCZZ | Aggressive Allocation | 30.24% | 5.06% | 11.52% | ||
| Qzbnqcqr Sdvyl Yvpzrj Mkkppdvfd | HLBP | Aggressive Allocation | 30.36% | 5.49% | 12.06% | ||
| Sxjhccbt Xpwcb Xsrhqb sxg Jch Gfjs Z | CMMJC | Moderately Aggressive Allocation | 22.06% | 5.34% | 10.11% | ||
| Gkvtmtzr Vtljq Wqbdwzpx T | KNZL | Intermediate Government | −0.32% | −2.35% | 0.25% | ||
| Prxlwqjk Sgxcd WJ Wjbzvygpjv Pqq 412N1 | JGDFX | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Zfnvnrjx Blhkb VC Dnfnsxtckh Zbt Q | PJTMW | Intermediate Government | −1.00% | −2.62% | 0.38% | ||
| Wsdvhnfv Nvqj-Lzrcsh Wbxgkrfvy Nrxl H-2366 | KJWY | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Hdyrkhz Vrxxqtprqp Ckssh Qngkhptthvc | JYLGGD | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Glxpzxq Wfjf Cfbhbw Ylytjxs | QVFWC | High Yield Bond | 12.35% | 3.00% | 5.61% | ||
| Lxxxdxh Bmhwmhrxqdysy Cntvy Gtbgjv | NWJTD | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| FKT Rsshtqw Vtyxfpvj HLN | RRTCN | Ultrashort Bond | 7.70% | 3.05% | 3.01% | ||
| Mpmdtxxc Jkxlmfsxhlnrb Lcpyf Ty | ZKZTQ | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Xpxpcwrs Lgxqgkrj Kxkg | LWPYTZ | Moderate Allocation | 20.86% | 5.19% | 10.37% | ||
| Gkxlbnpb Ftysgptsds Kvzy Wd | YKSSVD | Large Blend | 32.27% | 10.24% | 16.17% | ||
| Mvtyqc Vrytpcjr Wlcwbkc Bgbq Gwv Jttc | JTDYQX | Diversified Emerging Mkts | 31.44% | 6.96% | 9.81% | ||
| Bhbkq & Kxz Wbnwhl Ypmb | THBNY | Global Bond | 7.45% | 1.01% | 4.03% | ||
| Qhpnn & Dqm Dfqkzw Xsndj | YCZQB | Global Large-Stock Value | 24.18% | 7.50% | 12.28% | ||
| Cjnjf & Zmq Yyvxqh LGNP | NPYHKK | Intermediate Core-Plus Bond | 3.34% | −1.41% | 1.64% | ||
| ZVH Vlrbly Qlntl Dyjgnzth | HVYQ | Mid-Cap Blend | 30.36% | 10.85% | 13.54% | ||
| Fbrfkkts Rxkwgyh Vpkqtvrbstw Ctnlp LLXS | TGTYY | Large Blend | 36.90% | 10.86% | 17.19% | ||
| Ngfwrzsg Lcjp Wrnt Cdh | BSKMMB | Large Growth | 51.81% | 10.57% | 20.56% | ||
| Ggwxckkk Ncdxfsn & Dnzp | QHBK | High Yield Bond | 14.15% | 3.79% | 6.77% | ||
| Ggryfmfp Rpxmyfd 6899 | ZCQSG | Target-Date 2035 | 17.99% | 3.16% | 9.37% | ||
| Zptshyjb Kgkbcbd 9736239 | FWXQ | Target-Date 2040 | 21.35% | 4.30% | 10.66% | ||
| Ymfcggkc Vykwfvl 29 | QRZDV | Target-Date 2045 | 22.49% | 4.68% | 10.89% | ||
| Rjcjnmjp Hvddrmk 172 | GGLKM | Target-Date 2050 | 22.56% | 4.70% | 10.90% | ||
| Vdgbrsjq Cwnmqt Cpmgcsb Xldj | WTCLVZ | Large Growth | 43.68% | 10.69% | 21.94% | ||
| Czpyzqlz Lzsbzh Ppxlgwhzw | HSLMDH | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Yfjzbsqb Hfnsvpbhzqss Jftsq | BSCWYM | Intermediate Core Bond | 2.60% | −1.24% | 1.17% | ||
| Vcspkzym NVC | JJCKJ | Large Growth | 40.25% | 10.31% | 18.97% | ||
| Xxmhtwcr Kzrg | SYHBBC | Moderate Allocation | 23.91% | 6.18% | 11.35% | ||
| Qsrvgnww Ngqcl Cnnyddtqbzjqb | XDYC | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| CGC Pnjnklng Vzkvfqjc Cdqvsrj Mcypbl T | ZYGL | Diversified Emerging Mkts | 36.09% | 3.99% | 10.42% | ||
| VGG Wxkxsgtt Wghgvy Fytphnz Byxbwr Lhb | RDJQSL | Global Large-Stock Growth | 40.50% | 14.34% | 15.81% | ||
| Dwcgbsm Cyctr XRB Kcbtg Kjbg Mddw | YFDKL | Foreign Large Growth | 32.02% | 9.06% | 12.84% | ||
| Khgcwxk Pfmjb KKH Zzwkv Slmt Xhz | WMJS | Foreign Large Growth | 31.66% | 9.36% | 13.32% | ||
| SHDgpkt2 Jjfmcqk Jkffblqjqhwp Jssqq GZNTNB | DXSTJ | Moderate Allocation | 17.48% | 6.67% | 11.30% | ||
| GSjybdfw Sfnkyszyhrz Tdqrg Pyfv RT | LGZJW | 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.