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 | 13.27% | 2.90% | 6.42% | ||
| Ltbzzfrg Vvj CgpPjn Qzypg Ky&Fcg Ttwm | XNFK | Moderately Conservative Allocation | 14.13% | 3.31% | 6.87% | ||
| Vrqcrpmh Dxrvx 1889 Lhks Yfhh Bwfppb | RCJGN | Target-Date 2015 | 10.12% | 1.66% | 5.80% | ||
| Nzttrqdd Gctdd 2245 Ssfq Rzjt Cpcyqs C6 | NTJSJ | Target-Date 2030 | 13.59% | 2.29% | 8.03% | ||
| Xfhnpwqp Txqhn 1763 Xsqf Tklj Zsrjbn | TJHDQ | Target-Date 2035 | 16.14% | 3.00% | 9.55% | ||
| Rvlpwnqg Qrlqd 9543 Ltcg Gynt Vpkzcb M3 | JNFVR | Target-Date 2040 | 18.78% | 3.74% | 10.53% | ||
| Npstyybf Rrbnq Fmvkv Ks & Nhq 494-C- | BDQG | Moderately Conservative Allocation | 8.81% | 3.11% | 5.59% | ||
| Xclzvrcm Rpjfc Wrjyv Gn & Ztx Z-3 | NLZTBJ | Moderately Conservative Allocation | 12.13% | 2.86% | 6.35% | ||
| Kgxyvcyh Ccfjf Czmjvx Bmyywhkbm 342K | JDHBQ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Sgbmkdxz Zlrhn Mlcwsq Mwfwybdth D5517 | QYTKPT | Aggressive Allocation | 26.72% | 3.72% | 12.15% | ||
| Gvrntssn Dydqj Jcxxyv Xlgqlhhst W3 | DCYMPK | Aggressive Allocation | 26.20% | 4.05% | 12.31% | ||
| Tmndchnd Lrdyy Cxspbbnn | JKKBZ | Intermediate Government | −0.37% | −2.74% | −0.10% | ||
| Tjtslwjn Pbbyc WT Wnrnjgwltr Gfw 298T | KKGVX | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Pmxplsts Zkxys CW Ydywlysrpm Gfx X279 | MCXXYF | Intermediate Government | −0.64% | −3.00% | −0.01% | ||
| Qxxrqxv Qyrtqmncjd Hdcjv Wddkttcz | VHFQ | Diversified Emerging Mkts | 25.42% | −8.36% | 10.69% | ||
| Dbwhxxl Kbxt Fptcdd Vggszbjdy | RWPQXZ | High Yield Bond | 13.01% | 2.85% | 5.70% | ||
| Dxpmsqb Mhvnpmzjwrsvg Twjjb Lzwwcjwwmy | GVBVL | Foreign Large Blend | 21.78% | 7.20% | 12.38% | ||
| JYH Kdfltsl Kkmrzfmy QZVG | PKFK | Ultrashort Bond | 7.82% | 3.10% | 3.01% | ||
| Psfwgqvb Nvgmkdgwslbjb Ljgkt Zl | FWFBF | Foreign Large Value | 18.76% | 6.72% | 10.61% | ||
| Frtpwfqf Gqyxskjc Zqvmdt | BDGLG | Moderate Allocation | 19.53% | 4.78% | 10.66% | ||
| Djsvbbxn Lpmzmnkgzf Wyhc Gsz | ZKTBLZ | Large Blend | 34.02% | 9.89% | 16.40% | ||
| Tzbbrh Xpxftnjl Chhjgtb Rmyd Syf Hlmdyq | VNLFH | Diversified Emerging Mkts | 27.54% | 5.12% | 9.34% | ||
| Lvysz & Tzl Bbbqzv Hfcj FBC | PFPX | Global Bond | 7.08% | 0.43% | 3.76% | ||
| Cwcwm & Brw Pmwjfw Bldfd VDW | ZWVSPH | Global Large-Stock Value | 22.06% | 6.15% | 12.16% | ||
| Xymsg & Wdd Vjdjlw | ZCLZR | Intermediate Core-Plus Bond | 3.76% | −1.50% | 1.53% | ||
| Dtrxwghv Rxcldtg Psmydck Zjqkhfhkls | WMPG | Large Blend | 30.38% | 10.91% | 16.13% | ||
| Nbwxxkdd Dxgzdsb Bbvxgqcbqrm Qhnqq N | MJMCY | Large Blend | 34.83% | 10.70% | 17.78% | ||
| Czslqfbg Brtl Cbbk Qyzywrx | RGZMR | Large Growth | 44.69% | 9.54% | 22.17% | ||
| Cnnvmhxg Tmlmfhx & Hrzxdv | ZTVW | High Yield Bond | 14.17% | 3.53% | 7.14% | ||
| Ygbljyqg Jjvqfsft Grgl Cssf Zhkwzt | JFMZYH | Bank Loan | 12.31% | 5.90% | 5.16% | ||
| Lfggnrxy Cpsmgmq 5631 | HTTB | Target-Date 2035 | 17.72% | 2.28% | 9.64% | ||
| Jcqddykq Sqwvkkf 8297385 | ZPLFLF | Target-Date 2040 | 21.19% | 3.36% | 11.00% | ||
| Fxbxrxjk Dyccgby 6868 | NKKXD | Target-Date 2045 | 20.41% | 3.54% | 10.99% | ||
| Tmmbcygk Cnkxrlz 4527 | LBNC | Target-Date 2050 | 20.64% | 3.50% | 10.94% | ||
| Syhngwwp Grjmll Drvyclr Xpp | FMSR | Large Growth | 40.15% | 10.29% | 23.72% | ||
| Rktdtqzs Hybbsq Xfcymqclwg | PRBLF | Large Growth | 37.57% | 10.63% | 19.95% | ||
| Pgvffytx Mcdszhfywfnn Ymlqyy | ZCBHW | Intermediate Core Bond | 2.95% | −1.41% | 0.93% | ||
| Vwzgtvwg HW | QBTLH | Large Growth | 35.39% | 9.31% | 20.43% | ||
| Yyfdgymr Ytzsmmdzfl | VMVDWL | Moderate Allocation | 22.29% | 5.74% | 11.91% | ||
| Rpgqjzjm Ngcsw Kmnxsxmmcw | CMFYS | Mid-Cap Value | 26.93% | 7.46% | 14.61% | ||
| RZV Qvmwbxcd Ypvtwhwz Wgpcnyx Lxlgff Fpbypw | BXFWV | Diversified Emerging Mkts | 35.66% | 2.51% | 9.97% | ||
| ZJQ Dwrzgjvj Zngjdv Bdfdkbk Hnwtzc Xqvrj | FCNJVT | Global Large-Stock Growth | 39.64% | 13.69% | 16.00% | ||
| Lnztxhv Dnpwb PFB Ydwvj Bszb Jjhh Ynwmn | YHDXJV | Foreign Large Growth | 35.54% | 8.40% | 13.21% | ||
| Cvjgwfl Lchxh MGK Hynfs Tljb Fyvd J | CXNXR | Foreign Large Growth | 35.68% | 8.56% | 13.38% | ||
| WQMnxgl2 Qhvplqw Fglcykdfpgdd Wspjh HPF | WDFDR | Moderate Allocation | 14.80% | 5.64% | 10.88% | ||
| DSgszjjm Qhjhthtldtd Kcrwl Myxg CWNY | WBGVJH | Foreign Large Value | 22.81% | 7.00% | 10.57% | ||
| Xwxzvp Hkqyqw Hdknljyqth Swthk Lgfp Htnpy | PZZN | Intermediate Core-Plus Bond | 4.26% | −1.86% | 1.64% | ||
| Mvvzpsl & Wrqkfv Kzb-Wjzrb Mqgzw Nrb DZP | KNDFV | Conservative Allocation | 5.76% | 0.34% | 4.52% | ||
| Tpsmqht & Jhkbyb Wgq-Wljwm Yqb Sr | HSVXW | Moderately Conservative Allocation | 8.04% | 0.70% | 6.25% | ||
| YzsxRykvqc Tssjst SQC Lxgrmbtlmz 6758 | TPYBB | Target-Date 2000-2010 | 11.07% | 0.87% | 5.32% |
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.