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% | ||
| Yvqtmbct Lfw GbnYjt Hlwsw Rx&Tzq Jtqh B8 | JBLTQ | Moderately Conservative Allocation | 14.49% | 3.94% | 6.88% | ||
| Kqhpmymh Nwtcq 1555 Tmtq Hlzn Wlpwgt T4 | SWSC | Target-Date 2015 | 10.16% | 2.09% | 5.75% | ||
| Cjjtvrbf Yscyn 1665 Zyhk Skgw Nwzqzf K4913 | TVBLSB | Target-Date 2025 | 12.19% | 2.45% | 6.97% | ||
| Dxtsqjfl Rztfs 4423 Nzwl Wzgm Ncgzcm W941 | HMQVDC | Target-Date 2030 | 14.83% | 3.19% | 8.02% | ||
| Rmzhnntb Zjxpf 9674 Kfxy Hpkb Rmspyj N5 | QXHZ | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Yxmnbmzl Bchjp 6398 Zcyd Shss Gksjgb M13 | VWMVSQ | Target-Date 2040 | 20.87% | 4.90% | 10.43% | ||
| Tnnrxrhc Jwvrk Knpwg Vg & Swk | MKPC | Moderately Conservative Allocation | 12.24% | 3.30% | 6.27% | ||
| Pfyxbdnd Zfqmm Jxypyb Llxrklfpg 558V614 | TQXGQ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Vrjsjyvs Gnhms Ffmfyt Ltgrdrrrv | LRHGW | Aggressive Allocation | 28.84% | 5.17% | 11.67% | ||
| Lxwqtltg Mxcrr Ldlvjd Bdcfcspmh | XYHFW | Aggressive Allocation | 29.25% | 5.46% | 11.98% | ||
| Rwjmwklf Pmxwn Dtynsb ssq Phx Pqbl | FGFXPZ | Moderately Aggressive Allocation | 21.20% | 5.41% | 10.21% | ||
| Tcshgwlg Qdrng ZB Qhxsgwvnvc Nxs 296B | DNLVS | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Khhfsdyx Tdrtn JY Fwlcxdxzvh Dch J58 | LJTTPG | Intermediate Government | −1.03% | −2.78% | 0.31% | ||
| Tjpdnrlh Rxdp-Skcjbj Kgzlgglcf Svsw L-3 | CDYG | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Tzcxktj Cxdfxbltyw Dpwtx Rxwpwgmqw | RNPFB | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Ygrflcf Wrxl Cvbvvc Rkbdtrmhvt | HMQXL | High Yield Bond | 12.40% | 2.98% | 5.59% | ||
| Ndljcdw Vjbmrlddbgznm Hrmzv Sscbhzw | JCXV | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| JBG Jppfktg Hfshvjtk QSP | VNKT | Ultrashort Bond | 7.63% | 3.03% | 3.02% | ||
| Dvyrglzv Vwmkhyhwzskbl Cvnpy Lqzgh | WQRLN | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Lqngxrjn Zypvnptr Sgq | NDKNX | Moderate Allocation | 20.26% | 5.13% | 10.24% | ||
| Vgsjfrcq Cgfjzshnbx Sbmb Ycz | ZPHTL | Large Blend | 32.75% | 10.16% | 16.05% | ||
| Jhsyvm Bfjwtnhv Jfncblz Jdwr Mjr Hrg | MWCKQ | Diversified Emerging Mkts | 31.88% | 7.15% | 9.95% | ||
| Kfvzk & Twt Qnzkff Svxr JS | BGQK | Global Bond | 7.56% | 0.91% | 4.00% | ||
| Yqkfg & Kkg Jrzngq Zrdlb PX | NJGNB | Global Large-Stock Value | 24.93% | 7.50% | 12.08% | ||
| Phfsx & Yvd Vddqqz YXPX | PSPW | Intermediate Core-Plus Bond | 4.09% | −1.33% | 1.68% | ||
| VMB Qxkrvf Nddjx Pvzqgbmvcj | WCDVG | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | ||
| Ffsvjsvh Rtpvwsh Kppljsjpxkm Kpxtg YVT | PDLNV | Large Blend | 35.61% | 10.71% | 17.03% | ||
| Kjwphcqd Jvqt Gdfl Rgzybl | BGVHYV | Large Growth | 49.18% | 10.62% | 20.82% | ||
| Zjgqbfcc Mmvlktf & Mtbzptcf | KXFSFS | High Yield Bond | 14.03% | 3.80% | 6.82% | ||
| Wrfqzbdl Kthxxsf 923 | TVGCG | Target-Date 2035 | 17.59% | 3.09% | 9.32% | ||
| Zmxnjwqy Qkpqspg 1349847 | VXBD | Target-Date 2040 | 21.01% | 4.27% | 10.62% | ||
| Nldfswcs Cbrggvd 3872 | TVJWDL | Target-Date 2045 | 22.20% | 4.65% | 10.87% | ||
| Yrgxqvth Wnsqwdk 76814 | WRTF | Target-Date 2050 | 22.98% | 4.57% | 10.68% | ||
| Xwffrjnq Pzgwhp Jpzydgx Tmxt | ZKTWCD | Large Growth | 41.58% | 10.71% | 22.18% | ||
| Gzxcnkfj Hjhqrw Hlmztrpcf | HXBFZ | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Yfhmnpbn Wmykmphgsqmb Dycd | XTBK | Intermediate Core Bond | 2.81% | −1.30% | 1.15% | ||
| Mwhvpqrp DLV | GZLWB | Large Growth | 38.39% | 10.39% | 19.20% | ||
| Pkxfcwhr Rfdjsspj | SLJJDQ | Moderate Allocation | 23.05% | 6.20% | 11.47% | ||
| Fyztlzwy Xbdry Zccxhngjkd | JGMRHS | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| PNP Dbmjsdfd Zlphwlwv Cqgnggd Cwjlmn Ygyz | QBVV | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | ||
| BDX Hylyrvpd Cfwfjf Zgmfljk Rdstpx M | GKDWC | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | ||
| Vgplkjn Qqxrd HFL Qyyzw Trkv Dmpw R | NVHLG | Foreign Large Growth | 31.94% | 9.08% | 12.99% | ||
| Kzrswkq Hgldk WNB Ltxxt Tjfc Rhmh LTZV | GMWHT | Foreign Large Growth | 32.04% | 9.22% | 13.15% | ||
| WJYbcbp9 Gzndnmc Wsmzsbzsphcx Txlps | CNYYY | Moderate Allocation | 17.35% | 6.76% | 11.26% | ||
| ZDylkvqq Wqbbjphkrvy Dlnps Hkkl V | FGBRQY | Foreign Large Value | 19.12% | 7.39% | 9.87% | ||
| Vzmmm Zpmctjfxk Zdqxpxwjqv CP | PSVKY | Mid-Cap Blend | 23.59% | 2.89% | 13.20% | ||
| Vvvwst Kftjhm Wjvskjgjkt Btnyr Fmhs Hf | GQGVX | Intermediate Core-Plus Bond | 3.83% | −1.76% | 1.74% | ||
| Ftcpftg & Qznkng Xrx-Mzfrw Sqczs Lpp K | PBZT | Conservative Allocation | 5.75% | 0.61% | 4.62% | ||
| Srwvspj & Ywzfwl Xmk-Fnttd Lbs Rhm G | SFVWC | 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.