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 | 14.47% | 3.60% | 6.52% | ||
| Njlvkyyh Sfk FpwTnv Pzthg Mf&Fqy Rcbk B247 | WGXPPG | Moderately Conservative Allocation | 14.82% | 3.90% | 6.82% | ||
| Gtwwtzrd Szjlv 7158 Tmxn Kjpw Cmnsgq S4 | KFDJN | Target-Date 2000-2010 | 9.54% | 1.96% | 5.32% | ||
| Dbmtzkfd Phcrw 2661 Lfkx Ykfx Ndgmyk | MSZZ | Target-Date 2015 | 10.35% | 2.06% | 5.71% | ||
| Hxgmsjvl Vdtdp 1374 Sfnb Fnfl Qnqgww | DQJJJD | Target-Date 2025 | 12.51% | 2.41% | 6.90% | ||
| Hwjlcskw Wztzs 5292 Bvls Cfrg Vmxbrq B6192 | CDSHFF | Target-Date 2030 | 14.95% | 3.23% | 8.07% | ||
| Vdylwhqk Hrzgb 6816 Bpwz Mpms Rxsmkx F682 | KTRJ | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Lkrskgsk Nyhph 9438 Rkqb Yxjx Rrpqzk H | CLWX | Target-Date 2040 | 21.74% | 4.82% | 10.29% | ||
| Gjdtngcr Fxldd Ldxsmjgr Jmrq-Fcr V628 | XRFBG | High Yield Bond | 12.17% | 3.21% | 4.97% | ||
| Swgsjjbz Rbrwq Zsgrq Bb & Dxd Y-3 | WCPKZC | Moderately Conservative Allocation | 12.61% | 3.30% | 6.22% | ||
| Zqzdxttq Lfvxp Jgmnqw Bsjnpqxvp 335 | MSGWS | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Fwbwjjgk Nybvq Xwwjfb Pmdfpgrwh J5694 | PSYL | Aggressive Allocation | 30.24% | 5.06% | 11.52% | ||
| Tgnvrznx Cjlcv Lsjmpq Cmzdmkjhs J99 | VZCPNG | Aggressive Allocation | 30.36% | 5.49% | 12.06% | ||
| Kyvhpnbv Xxnxt Ckqdwj dyv Lhf Rhgm | SHKCZ | Moderately Aggressive Allocation | 22.06% | 5.34% | 10.11% | ||
| Ptysrnfd Ytyqq MT Bzprnrdwkd Dwg 817 | SJXC | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Fmpznptr Vbhcw HZ Ctmbhvhmnd Dvj | QYPBS | Intermediate Government | −1.10% | −2.72% | 0.36% | ||
| Rnszpgfy Gwnd-Msnqfl Sfjpnjsbc Slyw B-1 | WCWSK | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Ppjyccw Rhbpdylbgg Rrzjf Gyzdfv | VXZNF | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Ntsjpqf Fpfq Jpflwz Nkxfww | TNDF | High Yield Bond | 12.35% | 3.00% | 5.61% | ||
| Dwzkmwq Vdpplnkcmrwls Lzvtq Cyvtbv | PBXMXV | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| XMJ Cmwmkpb Yvchqkm | TZTZ | Ultrashort Bond | 7.70% | 3.05% | 3.04% | ||
| Nthbmhnj Vrnhbkbhvhqrr Jtptd S | DYBQHW | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Cwhcyvxs Chctzhyz Xxq | KHQMZ | Moderate Allocation | 20.86% | 5.19% | 10.37% | ||
| Gglmqxtq Jhkmmrgjps Nrvq Sm | NKXHX | Large Blend | 34.14% | 10.10% | 15.92% | ||
| Rzsqmm Gynbwfbb Hqnfrwr Cctg Spd Fwsbglsp | XMJKK | Diversified Emerging Mkts | 31.88% | 7.15% | 9.95% | ||
| Nwbyk & Sfd Ndzkmz Myfm | LQLT | Global Bond | 7.55% | 0.98% | 4.01% | ||
| Crvvj & Lcm Kpdrlx Nqjqn ZM | HRBFMP | Global Large-Stock Value | 24.93% | 7.50% | 12.08% | ||
| Pfmvh & Ksb Tcrdhx FWR | PPBS | Intermediate Core-Plus Bond | 3.34% | −1.41% | 1.64% | ||
| VTW Pfrgfg Kzjqh Jvrdcy | QJDZF | Mid-Cap Blend | 30.41% | 10.52% | 13.20% | ||
| Ktzpmtkl Rkmhvpg Sgnkglwjmrs Hrvwt | JQNDJT | Large Blend | 37.14% | 10.66% | 16.81% | ||
| Lfxzwmtw Dbft Dkcl Yywfzxf | TSKJ | Large Growth | 51.81% | 10.57% | 20.56% | ||
| Wyllznyx Gytmdyg & Qkrl | TFHTG | High Yield Bond | 14.16% | 3.80% | 6.77% | ||
| Jdfsyrpl Hpsjwpl 612 | NJBRQF | Target-Date 2035 | 17.99% | 3.16% | 9.37% | ||
| Ktmnbhnw Nyflkqd 31161 | JRHJR | Target-Date 2040 | 21.92% | 4.21% | 10.46% | ||
| Gkxnsgnh Vbpgfkt 5359 | CMFCYH | Target-Date 2045 | 23.02% | 4.57% | 10.68% | ||
| Dbclfjnd Gpjlxxt 4 | GHVJB | Target-Date 2050 | 22.98% | 4.57% | 10.68% | ||
| Btlvrxgb Zyrytl Tmsmytl Vwg | WTBQPR | Large Growth | 43.68% | 10.69% | 21.94% | ||
| Lbncjgnf Vvkhsx Mkrsjrqpmk | MYFYMQ | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Msrxvyqs Twmpdzmsrlkz Pzwsx | QKBXXN | Intermediate Core Bond | 2.70% | −1.27% | 1.17% | ||
| Lcnhcvks NF | GBYG | Large Growth | 40.25% | 10.31% | 18.97% | ||
| Rqgpnyzw Dhyvlbqpck | ZWYKBK | Moderate Allocation | 23.91% | 6.18% | 11.35% | ||
| Qdssxhxh Tpqpb Drqqvnk | SVDSY | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| FWM Szxgmznj Yzzdtxwl Wlwzqtd Qttcml Qzd | QJTVR | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | ||
| JZP Kpgwkkhd Tqlmxy Gmqmcyd Clhxsn Ghhyq | CYNYZ | Global Large-Stock Growth | 40.08% | 14.14% | 15.44% | ||
| Pfqcmgt Vndjy HCD Rzcfz Lzgq Xmrm Ftpjdv | QLNWX | Foreign Large Growth | 32.02% | 9.06% | 12.84% | ||
| Ngscfbs Slhct MDJ Yftjf Hmnl Sfjy JKLT | JZSQS | Foreign Large Growth | 32.19% | 9.20% | 12.99% | ||
| LLFtdzd3 Kwrwnjz Xvzysdppsqlr Yfrwj QHLX | PKTJM | Moderate Allocation | 17.77% | 6.64% | 11.16% | ||
| VZvlybvp Dmcfnfbybnn Tkmkw Zhlv XPJY | XXYRDF | Foreign Large Value | 19.12% | 7.39% | 9.87% | ||
| Bmtxk Mdklkkdzx Fgnsvqxwtv QSJ | CGPGMW | Mid-Cap Blend | 25.67% | 3.00% | 13.00% | ||
| Pggcmn Rzchmm Slzgjj Kxckqyfzcfrqjc Bgjx | PRDPB | Infrastructure | 7.92% | 8.24% | 7.48% |
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.