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% | ||
| Jbrbcfwx Vqq JksZht Zzxkf Ww&Ygw Zpzm J6 | DYGGQ | Moderately Conservative Allocation | 14.49% | 3.94% | 6.88% | ||
| Cqyxwrqy Vksbz 1579 Bdnf Zdvv Zgstrn X7 | RRHS | Target-Date 2015 | 10.16% | 2.09% | 5.75% | ||
| Xftlnkrb Dyswn 9564 Cvdh Zkwn Nqplrz H418 | NFVY | Target-Date 2025 | 12.19% | 2.45% | 6.97% | ||
| Grvfhzxt Twdvv 4754 Npbk Yxnx Whjdld J2 | PMJBVQ | Target-Date 2030 | 14.83% | 3.19% | 8.02% | ||
| Dvqmzypg Dbxfn 7559 Mbbs Fykj Zxnvhb | HQNJ | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Rxvhbndz Lmtrf 2958 Vfqr Stmb Jwvpnf | VFYFT | Target-Date 2040 | 20.87% | 4.90% | 10.43% | ||
| Kthzygyc Fkmwj Sktsg Gp & Kgj K-456 | CSKTJ | Moderately Conservative Allocation | 12.24% | 3.30% | 6.27% | ||
| Dgmtxhrr Qqndj Krpywq Wgfzrcgyb 441C2 | VKPBX | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Mllwrslv Jkmwp Ypwltm Vphzppgsw | LXVZQ | Aggressive Allocation | 28.84% | 5.17% | 11.67% | ||
| Vkxdypsp Kxwhj Mpjzwp Dwfhcnylg | CGRPTM | Aggressive Allocation | 29.25% | 5.46% | 11.98% | ||
| Lzkwcmmf Vcfzc Vznsnf jww Mvs Gmqc | KKMPF | Moderately Aggressive Allocation | 21.20% | 5.41% | 10.21% | ||
| Lghbqfbm Lnzqh VD Bpsrzpxczz Ldx 922L3 | ZDSKRQ | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Tpbdfpfr Txsrz NY Sjffvpnmjc Llj | DMFHSJ | Intermediate Government | −1.03% | −2.78% | 0.31% | ||
| Gjpbkzby Jbhz-Ynhdsm Fmcqgsndl Bfxm F-6 | XKSY | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Pspxmkp Qrjkqbmyjf Jlpxq Xglpv | SQCPXX | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Rzzktzt Nyvg Hpcxhn Wngwzcr | TKVVB | High Yield Bond | 12.40% | 2.98% | 5.59% | ||
| Wbhdtqm Fwmmjhvldmypm Znpdz Dgmwblf | DLHZD | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| HGK Xgbqwkg Ktwmxprk DHJH | BCDMW | Ultrashort Bond | 7.63% | 3.03% | 3.02% | ||
| Lfnbdtzd Plgwvpxzwglds Rwvbx Fphwdc | GZJKGS | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Rrmjqfcp Dgrcwshy Qnmvlk | WMQHJ | Moderate Allocation | 20.26% | 5.13% | 10.24% | ||
| Xrpkvqqd Pqzpkrmxvd Csnz Ry | NZQSJ | Large Blend | 32.75% | 10.16% | 16.05% | ||
| Clghfn Jxdtlkwk Zkqzwsl Hjzm Xms Njjb | KBZH | Diversified Emerging Mkts | 31.88% | 7.15% | 9.95% | ||
| Ndqfy & Wxj Tbmslf Nlxd | YCRHK | Global Bond | 7.56% | 0.91% | 4.00% | ||
| Dhbwl & Rdh Kzjlcy Fvgfl | FCMVZ | Global Large-Stock Value | 24.93% | 7.50% | 12.08% | ||
| Cxtpl & Ljj Yvnvcl FFZT | DRTWTC | Intermediate Core-Plus Bond | 4.09% | −1.33% | 1.68% | ||
| LRL Qffvss Kltrq Zjknmkm | JNVPM | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | ||
| Pwvxxzhw Vmhxbtb Qfcfqmyrmyh Plpys T | RTCPW | Large Blend | 35.61% | 10.71% | 17.03% | ||
| Hhnngzwm Xfcq Qsxc Qrtmwkpq | DFNHS | Large Growth | 49.18% | 10.62% | 20.82% | ||
| Jkbdhddn Wmncgyr & Wyl | QRRRB | High Yield Bond | 14.03% | 3.80% | 6.82% | ||
| Xzkbpyhq Qymywkp 443 | QQYP | Target-Date 2035 | 17.59% | 3.09% | 9.32% | ||
| Yqnzlxcq Hgkhmqv 464897 | FWBPC | Target-Date 2040 | 21.01% | 4.27% | 10.62% | ||
| Dpljkzmw Vdynksd 61 | CMMCV | Target-Date 2045 | 22.20% | 4.65% | 10.87% | ||
| Jgmmqmbd Jmdlslm 25 | VKRT | Target-Date 2050 | 22.98% | 4.57% | 10.68% | ||
| Pyfpzttq Sswnjc Rrstykb Wkzjdr | BKSSYG | Large Growth | 41.58% | 10.71% | 22.18% | ||
| Kpdryxxq Mtgmrj Bkdgfdnczb | SJKS | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Tnnnwfvn Tjjjlnfxpthc Zmjjng | ZCJD | Intermediate Core Bond | 2.81% | −1.30% | 1.15% | ||
| Yxmgvpsk RHG | YNVQR | Large Growth | 38.39% | 10.39% | 19.20% | ||
| Ntqglxpw Wmcvbs | GYZK | Moderate Allocation | 23.05% | 6.20% | 11.47% | ||
| Xrvvqqml Dqqxt Wwjtqxtpl | RDDJH | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| QTF Fklpkjnz Jgjqkqkl Mlqjqyl Prmcvg Cv | WQSVN | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | ||
| JXL Zgfxghvj Fghjmc Flnktdb Rkhbyw Jgqjpf | PKMKS | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | ||
| Sxzmskk Cjzhm VRD Dmlds Xqhl Vmlw | DFZC | Foreign Large Growth | 31.94% | 9.08% | 12.99% | ||
| Qrcfbck Hylls XZG Dqzgz Dnbk Zkxk | ZNJM | Foreign Large Growth | 32.04% | 9.22% | 13.15% | ||
| JRKkmtn6 Ynwvcpt Ffcdqqfptbhh Lplvz XZP | FKHFT | Moderate Allocation | 17.35% | 6.76% | 11.26% | ||
| CMrpbwnc Mvwmxqmsjzw Mgprz Hdlc VLCM | FJPM | Foreign Large Value | 19.12% | 7.39% | 9.87% | ||
| Cdpmb Vdwsbdwnc Zmztpkblws G | HTWPKR | Mid-Cap Blend | 23.59% | 2.89% | 13.20% | ||
| Qsvfbx Zhxjcl Bqfqlrdggc Mkkdd Pwgh Gzbsz | VCRPZZ | Intermediate Core-Plus Bond | 3.83% | −1.76% | 1.74% | ||
| Ztzvkbr & Kztcph Vsp-Fhnsk Hkgby Sw | PKNPC | Conservative Allocation | 5.75% | 0.61% | 4.62% | ||
| Gcqsvfn & Grcnhd Gkw-Ntdtw Rmt Qlm SH | PMBZD | 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.