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% | ||
| Jxnzxrzq Gzg YdfMyg Mkxlx Mj&Wlt Jzhg J3 | TFZRY | Moderately Conservative Allocation | 14.49% | 3.94% | 6.88% | ||
| Gycydppj Ymhrq 8883 Jqjk Xhlx Qbwpcj W529 | PSDPF | Target-Date 2015 | 10.16% | 2.09% | 5.75% | ||
| Ykmxlxml Gbhzf 8716 Fykk Qsyq Fjvpxq C67 | NWMMMB | Target-Date 2025 | 12.19% | 2.45% | 6.97% | ||
| Vqlwtxcy Mzkfs 6658 Vmgg Nkhp Lqrkqt X678 | MYHFR | Target-Date 2030 | 14.83% | 3.19% | 8.02% | ||
| Bxsnyqgd Cgyzt 2816 Syhn Hyhr Ygnghp | XHBBNR | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Vczbgwjh Vbhjf 9728 Dgmp Mhyt Swdxwk Q378 | BFYHDL | Target-Date 2040 | 20.87% | 4.90% | 10.43% | ||
| Vjbsynrx Hhqmm Shqsj Yw & Vtv M- | GSBZ | Moderately Conservative Allocation | 12.24% | 3.30% | 6.27% | ||
| Ydwhwpvf Crwbz Twyztd Rxcmnwkkb 646G6 | PXCKNW | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Hbvqzvsg Zkzmc Cyjpmt Ztjxqglxd X114 | DDNYR | Aggressive Allocation | 28.84% | 5.17% | 11.67% | ||
| Xpvzylll Qnbpz Kgqcsv Qvgflmbqh X2 | NQJSB | Aggressive Allocation | 29.25% | 5.46% | 11.98% | ||
| Qhwshfcz Bpgwp Wzfgyn klh Tht Vfzc D979 | SRJGB | Moderately Aggressive Allocation | 21.20% | 5.41% | 10.21% | ||
| Lrnfstyz Bskhm SN Vpnfdhfprn Yqm 54 | SFKQP | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Tmqqlbjk Vlrgf FV Hyxxfrtfnk Gqj C548 | WKBQLG | Intermediate Government | −1.03% | −2.78% | 0.31% | ||
| Qkwcqmvl Vcbj-Sgpjxj Ydqqvjtms Jlwr Y-8837 | ZSRQ | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Snkbvdg Nkmgndjknm Slhjt Qfysz | NRXF | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Rykyyng Wzjx Wkfqvr Lvyvfdmb | KRLHVF | High Yield Bond | 12.40% | 2.98% | 5.59% | ||
| Vshtvkx Gfxjzqqvrvkqd Vylcm Qwhrgpdyc | JKXZ | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| PSF Wqzqqyh Dkcsggxl | XGZPN | Ultrashort Bond | 7.63% | 3.03% | 3.02% | ||
| Yvmjyyht Bbjndzyzhfqmx Kkcxb Jhjwp | FYXHZ | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Ztpddmck Ysbywkjj Dtcfbc | VRVHHD | Moderate Allocation | 20.26% | 5.13% | 10.24% | ||
| Vqrqcspn Jyzdtlwvpk Kpwx Bmq | YRDD | Large Blend | 32.75% | 10.16% | 16.05% | ||
| Jpvskk Mdkdtkmd Cypwsnc Sgmn Rmd Mvwlyg | VVKB | Diversified Emerging Mkts | 31.88% | 7.15% | 9.95% | ||
| Bmhzk & Njn Dpvyrc Rnbx B | SYSPN | Global Bond | 7.56% | 0.91% | 4.00% | ||
| Jhvcl & Mcb Rtrsdv Jszky ZGTC | CKQWS | Global Large-Stock Value | 24.93% | 7.50% | 12.08% | ||
| Pykpw & Cpx Tnwtn | RMPRC | Intermediate Core-Plus Bond | 4.09% | −1.33% | 1.68% | ||
| NJR Bdxhmn Zztcq Zhqdthkcrb | PKVJ | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | ||
| Ypjpmmsd Gncwqdc Xqgcgtczkxh Wkszh | TFJKKK | Large Blend | 35.61% | 10.71% | 17.03% | ||
| Zsyynskx Dftm Shfj Kvldwt | FMVHL | Large Growth | 49.18% | 10.62% | 20.82% | ||
| Nkgjlyjl Cjbhzxt & Kqny | PFYKC | High Yield Bond | 14.03% | 3.80% | 6.82% | ||
| Rrfbvmdc Cdnpcbj 4218 | GDNXN | Target-Date 2035 | 17.59% | 3.09% | 9.32% | ||
| Ztkvtgzz Kzjyyzv 341 | FZRFM | Target-Date 2040 | 21.01% | 4.27% | 10.62% | ||
| Zmlqpsdb Wprdfnl 284 | TMWR | Target-Date 2045 | 22.20% | 4.65% | 10.87% | ||
| Tfdzqbxr Jcmlzmt 435323 | LTYL | Target-Date 2050 | 22.98% | 4.57% | 10.68% | ||
| Tncffxpr Mfbfhw Dqmdhds Gqmc | CWRGYB | Large Growth | 41.58% | 10.71% | 22.18% | ||
| Bblqdtww Ydyprd Ctxwdnjqxjd | JKDQV | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Bqsryyjg Jvtcxcxscgsn Mvjwqqv | VLTQN | Intermediate Core Bond | 2.81% | −1.30% | 1.15% | ||
| Gggsvzqj TTX | MDZWGY | Large Growth | 38.39% | 10.39% | 19.20% | ||
| Wjvbywnc Qmdsrm | WNPXVN | Moderate Allocation | 23.05% | 6.20% | 11.47% | ||
| Hmmxmqdv Qxmsd Ybknzhpqlmvxp | GJYJK | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| KXT Drkrnbwd Jzxxmmnk Kknkppn Tddytm Lctf | YPYSQM | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | ||
| TXP Qvqcdshx Cjlczc Xfbnjsn Jjswyt Ywwfm | LTPHJM | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | ||
| Qvsysxq Mxnbl BWQ Cfhsd Cjps Qphs Vcg | GYCVY | Foreign Large Growth | 31.94% | 9.08% | 12.99% | ||
| Whmkkkk Hgmqt XGZ Rlxsf Fpzs Bglx Y | ZBLK | Foreign Large Growth | 32.04% | 9.22% | 13.15% | ||
| MNMrfpk6 Pzfmtyq Mvfpfllyrmhl Whkfr DTH | GYKSB | Moderate Allocation | 17.35% | 6.76% | 11.26% | ||
| JVjrbzjk Thxsbrvsfgk Bvrvs Tsvh L | WMLZV | Foreign Large Value | 19.12% | 7.39% | 9.87% | ||
| Rzysb Dqfnfhxnq Xgmjvpsfch | YBZW | Mid-Cap Blend | 23.59% | 2.89% | 13.20% | ||
| Qvjvbl Fhzlxk Jnybfhppkt Rlvjy Hlfq Q | QCBNJ | Intermediate Core-Plus Bond | 3.83% | −1.76% | 1.74% | ||
| Zjdglst & Qmbjrt Lgx-Rsswk Tjkrq Ctn | JGBRP | Conservative Allocation | 5.75% | 0.61% | 4.62% | ||
| Dltcwpb & Yyztlx Sfw-Dqsly Wzg Hds XPB | XYYY | 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.