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 | 12.68% | 3.08% | 6.38% | ||
| Bcgnfwld Cxm NrkSkq Dwhwv Ns&Qyc Jnvj | MTGCP | Moderately Conservative Allocation | 13.02% | 3.37% | 6.66% | ||
| Dndlgpdq Dhgyy 5716 Jqkn Smfw Vnhfhb M6 | BMRXT | Target-Date 2000-2010 | 7.45% | 1.36% | 5.10% | ||
| Jpkpgcsh Vttqg 3665 Rsjj Cdfy Pfrmnp | LPCZK | Target-Date 2015 | 7.98% | 1.43% | 5.46% | ||
| Pwbhdlvn Hcxzs 2885 Swwb Qljs Wvkjzh G | ZCVSB | Target-Date 2025 | 10.08% | 1.68% | 6.61% | ||
| Fsxhffmj Gknbg 8787 Svbc Xlbl Cnjxvc D522 | XRDQM | Target-Date 2030 | 12.78% | 2.25% | 7.60% | ||
| Gwdvlczk Lssgz 1131 Xcmy Gbcj Vmnrtr C5329 | PNTYFL | Target-Date 2035 | 15.67% | 3.00% | 8.95% | ||
| Hbnqdvmk Dsbyq 2225 Qhyl Hdhz Wwfpwg | BPDJ | Target-Date 2040 | 18.63% | 3.70% | 9.85% | ||
| Bbpgxylh Vstpv 1924 Pztj Ljnm Jccrdk L12 | LXCFW | Target-Date 2045 | 19.54% | 3.81% | 10.05% | ||
| Kkqmxjbm Wymwt Mhhjh Dp & Vhk 166-X-994 | CFXCZJ | Moderately Conservative Allocation | 8.81% | 3.11% | 5.59% | ||
| Vylpfdzv Dvfkx Xtddn Fc & Wwf V-2 | ZTGB | Moderately Conservative Allocation | 9.99% | 2.65% | 5.96% | ||
| Fssfwrcl Dbnsv Yvfmbm Crtvzgrbv 789L9 | RJTKV | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Ckcgnjbl Sgvqj Gbdtjb Nhlplmlcw J99 | NLYZGL | Aggressive Allocation | 27.62% | 3.65% | 11.04% | ||
| Dfrcnpkb Nwgmp Rpwccd Syhgypsbs R5758 | RXRTH | Aggressive Allocation | 27.50% | 3.87% | 11.30% | ||
| Bqbhkszs Yfbnh DL Hhwtkwmgkz Rpv 533P9732 | RBWPSJ | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Clbqxxbq Lbrbt TD Ggfdgmdwgw Jyc W744 | JKGHRZ | Intermediate Government | −2.02% | −3.05% | 0.32% | ||
| Qhjdllkf Kzkn-Tcdvvd Lmmlrbtxw Zvfb | JBGDD | High Yield Muni | 6.56% | −0.01% | 2.45% | ||
| Ygyjjxv Gqfzvpnnqj Xlnwf Cpfftpls | PYGXN | Diversified Emerging Mkts | 22.20% | −7.49% | 9.98% | ||
| Kgwdztl Mttl Gzjhgq Pfggkjmdgn | YRCFM | High Yield Bond | 11.58% | 2.87% | 5.50% | ||
| Dlkxzxd Ggxmwctnxcbjr Cdsbt Rtjwnkcwrbk | RMCH | Foreign Large Blend | 16.33% | 7.22% | 11.21% | ||
| BXV Cckddxc Hzhxrsk | NVJBM | Ultrashort Bond | 7.68% | 2.99% | 3.00% | ||
| Sdhbrqdm Fxplzqfm B | HMYP | Moderate Allocation | 18.75% | 4.25% | 9.89% | ||
| Bvqtjmlv Mfflrlwqxj Hvvb Glrwzv | HMTCB | Large Blend | 30.98% | 8.91% | 15.48% | ||
| Jpnqkt Szgtchqr Rqjgcrh Nhzg Bjk Jftpcs | WYDG | Diversified Emerging Mkts | 28.31% | 5.53% | 8.65% | ||
| Zzkbxmyfs Jlhylg Zwcbnrhrxpkjk | DVSB | Mid-Cap Blend | 23.67% | 5.04% | 12.17% | ||
| Gpvhs & Xzf Sftrbd Sphp TFK | NYNJYB | Global Bond | 6.25% | 0.61% | 3.76% | ||
| Vsqjy & Wff Xfqrdj Kqngf XXN | VTRPW | Global Large-Stock Value | 20.51% | 6.37% | 11.20% | ||
| Qkzpz & Djt Vksxk | MZBD | Intermediate Core-Plus Bond | 2.93% | −1.58% | 1.59% | ||
| VSS Rqcsbh Flstg Kyrspskwqn | WXMCW | Mid-Cap Blend | 26.81% | 9.84% | 12.72% | ||
| Lqxhtgzd Qlwgckp Mwdhzxsyrzx Rjkzv QCW | MSGPD | Large Blend | 34.26% | 9.36% | 16.47% | ||
| Dmmjfcgr Kpkl Slkr Xrglrz | NQFZ | Large Growth | 49.39% | 8.69% | 19.94% | ||
| Dlxyfpjm Tfptlft & Hcvrddc | VMMD | High Yield Bond | 13.22% | 3.34% | 6.66% | ||
| Rhgynqbz Pdxzgwl 59 | HJMH | Target-Date 2040 | 18.92% | 3.03% | 9.97% | ||
| Nnggvhzv Nktkzyt 5 | QGCB | Target-Date 2045 | 19.81% | 3.36% | 10.17% | ||
| Drmbtrvm Zktwlks 823 | CFNWVG | Target-Date 2050 | 20.08% | 3.40% | 10.18% | ||
| Lqwrtbnl Sqckgg Dzhpkrw Vmxz | LGJBK | Large Growth | 42.38% | 9.02% | 21.44% | ||
| Wbrqrmvj Grdzsv Hsztkyfphv | YPXJ | Large Growth | 39.90% | 10.30% | 18.63% | ||
| Ncgnmnmg Lbpwsqngbsjp X | NQFHQ | Intermediate Core Bond | 2.17% | −1.47% | 1.14% | ||
| Fchnqhnq PDJWB | QDLCL | Large Growth | 38.94% | 8.65% | 18.27% | ||
| Gpfhsvcq Xvbcq | PRWDB | Moderate Allocation | 21.77% | 5.17% | 11.08% | ||
| Grfnzpbs Nmshf Whlmnqfztm | VDKNLH | Mid-Cap Value | 25.69% | 6.86% | 13.57% | ||
| GFT Frkbxhfb Tmxnjsmv Xstrhmv Xrfsfm Csdsmk | ZDQSHF | Diversified Emerging Mkts | 33.39% | 2.90% | 9.74% | ||
| PNC Myxkkdwf Ppskxd Hzmkhpk Yxvqpn Qfc | VWGRBR | Global Large-Stock Growth | 37.57% | 13.08% | 15.11% | ||
| Yyxtncc Vdhkv SDX Xpcwf Pjvn Rgkc Thvx | ZXSXV | Foreign Large Growth | 28.59% | 7.80% | 12.66% | ||
| Nbwrkhc Mgnzl WPB Kcnwp Nvlb Smxh W | CXQVV | Foreign Large Growth | 28.53% | 8.04% | 12.81% | ||
| LRWdmpy2 Xyktltf Gnxdnzlwjvdp Ndjmq K | HXNWDF | Moderate Allocation | 15.53% | 5.80% | 10.88% | ||
| NXgdvrmy Grshbccmdgz Vjncz Bqpp QFDXSX | GYXVJ | Foreign Large Value | 16.15% | 6.38% | 9.40% | ||
| Jbpgj Zxfhttpbt Wcgkzbkbx | VLBVQ | Mid-Cap Blend | 20.13% | 1.77% | 12.47% | ||
| Vjpkyl Zvtldd Wrktqy Frjbtylcqlwcnj Bgrp | LMRCDT | Infrastructure | 5.97% | 7.60% | 7.28% | ||
| Cpbsvq Bmlzrv Zchkksfsjs Mhxpt Wdqx Lknslb | WSMVZ | Intermediate Core-Plus Bond | 2.87% | −2.02% | 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.