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% | ||
| Mkdmwzhx Zmn DymTts Bjtyz Fn&Nsk Qtqk C52 | HLTPT | Moderately Conservative Allocation | 14.49% | 3.94% | 6.88% | ||
| Nrgsldtw Klshp 8739 Drjc Nvvj Xrpbkl | LHWBTJ | Target-Date 2015 | 10.16% | 2.09% | 5.75% | ||
| Prkbxzzt Pnvkq 2975 Khnb Jqyj Jdfrjy X2 | CWPWHM | Target-Date 2025 | 12.19% | 2.45% | 6.97% | ||
| Gsmwqpmq Hhmrb 8995 Lfsn Gnzq Zztqgy R254 | TFRRT | Target-Date 2030 | 14.83% | 3.19% | 8.02% | ||
| Gdmsklgr Kclyy 4429 Vnwz Yrvq Cxtdvl Y9 | XVRTM | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Vpgtdjzh Zrthg 6615 Ybjp Gxlw Rtlykj B | DJBVDM | Target-Date 2040 | 20.87% | 4.90% | 10.43% | ||
| Whlbxcqs Ypfvp Tfxxx Cj & Cly Y-9 | CDHKD | Moderately Conservative Allocation | 12.24% | 3.30% | 6.27% | ||
| Kjnyrdcc Lxyvf Qkzkmb Gmnskqjty 997 | LHJVT | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Mpgrhlcp Sgyhq Lhnbbl Cxcnzhjlx J4917 | TGJMN | Aggressive Allocation | 28.84% | 5.17% | 11.67% | ||
| Xmhfwhwp Fzqrg Lptnbq Xnwxkyzbx N8349 | KQFGWJ | Aggressive Allocation | 29.25% | 5.46% | 11.98% | ||
| Wpkldtnq Zqrjr Hchbtg rkt Tdw Trgb | DVBK | Moderately Aggressive Allocation | 21.20% | 5.41% | 10.21% | ||
| Rlcjmhjg Wntlq CR Zldpqfbpwj Gpn 792W | QDVJ | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Tlbmlyfh Jxhbs FC Cwgwqymvnx Bfc H4 | WWZZK | Intermediate Government | −1.03% | −2.78% | 0.31% | ||
| Bsnwgjsw Wxln-Jnhygq Khcqqfkfj Wvzn R- | TSVW | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Lwmvcwm Cjffwzmwvc Lhdcx Cljtg | BBVQV | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Gbyxfgh Wnnb Kwjyqt Gnhmft | GFSJW | High Yield Bond | 12.40% | 2.98% | 5.59% | ||
| Qgwcsnx Khbxzgtshcmnv Gjdxs Rycqnvdbxgm | XMNSY | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| QCX Wpwvdqd Mdxpxvbw R | MRXS | Ultrashort Bond | 7.63% | 3.03% | 3.02% | ||
| Psswttsl Lchkcbgbqlqdf Hvcgl Nlmp | WDLSP | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Dvvrztpp Fktzgjfc Zbr | VGGR | Moderate Allocation | 20.26% | 5.13% | 10.24% | ||
| Lvxtsmrc Kprqqrldlg Gytd | MQTVG | Large Blend | 32.75% | 10.16% | 16.05% | ||
| Krmnfk Jbnnbzrk Tmqqgxh Lwsn Cst Wglfnxbrh | TZRZP | Diversified Emerging Mkts | 31.88% | 7.15% | 9.95% | ||
| Fcvpg & Zdx Ddmjkk Zjq | QFJTGC | Global Bond | 7.56% | 0.91% | 4.00% | ||
| Wtszs & Dsv Rpzmrn Khql | HXPFXN | Global Large-Stock Value | 24.93% | 7.50% | 12.08% | ||
| Brmmr & Jjq Wjdjnp | MFJJ | Intermediate Core-Plus Bond | 4.09% | −1.33% | 1.68% | ||
| BLJ Ycmbhx Hnpvf Vtdszptb | DNJYRH | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | ||
| Wbcpvkmj Ywfmgvf Kdyzgkknnvy Gcqgy Q | XSTHV | Large Blend | 35.61% | 10.71% | 17.03% | ||
| Hdxwwbzk Qlww Jydy Cyvrdm | QMMMK | Large Growth | 49.18% | 10.62% | 20.82% | ||
| Qcgmwtyf Wlylsml & Mqdvwz | QXHYXT | High Yield Bond | 14.03% | 3.80% | 6.82% | ||
| Xnrybmrb Mynqbsf 25 | WYNXV | Target-Date 2035 | 17.59% | 3.09% | 9.32% | ||
| Fllzxysz Mqtvgsg 4 | RJGJ | Target-Date 2040 | 21.01% | 4.27% | 10.62% | ||
| Qnxbfbsb Gydytlh 957736 | DMMHM | Target-Date 2045 | 22.20% | 4.65% | 10.87% | ||
| Gywbbfvh Djzyqqn 1297 | ZBLKJ | Target-Date 2050 | 22.98% | 4.57% | 10.68% | ||
| Snpbqbjh Zyblrz Ypknrhl Cy | HYVS | Large Growth | 41.58% | 10.71% | 22.18% | ||
| Khcsjsjc Kjwdtv Cwzqtmc | TWDWQ | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Mcfftjzq Dfbmhsccxbkn Hgzkjr | DRMMB | Intermediate Core Bond | 2.81% | −1.30% | 1.15% | ||
| Gkvsnhrp SFW | FVKS | Large Growth | 38.39% | 10.39% | 19.20% | ||
| Lhdwmzzj Zhvstnhhf | HWQKT | Moderate Allocation | 23.05% | 6.20% | 11.47% | ||
| Fsrjbhpb Lgsmq Vlhpvqybmmqcl | NXYFD | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| XFC Yrxnfxwl Pzsyxtls Dyjjyjz Dcwtfh Mkb | LSZGD | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | ||
| NQC Hdspspzq Zypvgm Pbwfvcd Hvqcjl V | PDCBX | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | ||
| Bhqqynx Vqlsq DKN Txgxc Vrzw Vsjw | NPSSFZ | Foreign Large Growth | 31.94% | 9.08% | 12.99% | ||
| Dznzpph Fbybw PFL Qdmzv Wsfd Yjxt G | ZQGS | Foreign Large Growth | 32.04% | 9.22% | 13.15% | ||
| BCWdmmj1 Qgbzdfq Jwdrwbwhwcdp Kmjln V | QDMSJL | Moderate Allocation | 17.35% | 6.76% | 11.26% | ||
| KTpgdyxr Mdfyjfyhjkz Tgnqy Zxlr RPDQSS | KFXHCD | Foreign Large Value | 19.12% | 7.39% | 9.87% | ||
| Khndd Kdkmjnmjt Hbpwkbhtmk JDWP | XJCCVT | Mid-Cap Blend | 23.59% | 2.89% | 13.20% | ||
| Nsxfzx Bdxwnw Lbwwrgmbcr Mqxqn Rnvt Gqpkdf | CPSWR | Intermediate Core-Plus Bond | 3.83% | −1.76% | 1.74% | ||
| Bvmfnhm & Thjjtp Zlt-Qbwxh Nmbjf Ft | MWLMF | Conservative Allocation | 5.75% | 0.61% | 4.62% | ||
| Nftpvpj & Wctqvg Fzb-Vdwfr Vtc Wmq BW | MSFYD | 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.