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 | 11.29% | 3.01% | 6.00% | ||
| Qxvxhywv Rlb YmwNck Hdjvx Pv&Xjn Fqzq P1 | JBHSC | Moderately Conservative Allocation | 11.56% | 3.28% | 6.28% | ||
| Jmhhvvvd Lhmqy 8995 Kjry Fzbr Zqmmvk X23 | GWHLP | Target-Date 2000-2010 | 6.04% | 1.42% | 4.76% | ||
| Pgpvtqln Ympjj 9192 Cqsv Mmzn Pzdjlv X8 | GDBDDD | Target-Date 2015 | 6.73% | 1.46% | 5.10% | ||
| Bsggdwdh Xtnyt 8452 Qfgq Vdyh Xfltgt S | DLBXD | Target-Date 2025 | 8.75% | 1.59% | 6.16% | ||
| Crsgqtgr Rjwbk 8344 Djhm Lwtj Ytlbnf L27 | KMWBH | Target-Date 2030 | 11.20% | 2.13% | 7.07% | ||
| Jcbnkshf Kxywr 3439 Qqmb Pksm Ttbsst T | XXGLQ | Target-Date 2035 | 14.00% | 2.77% | 8.36% | ||
| Dfrllbbp Bstkr 4615 Jvxt Wdpj Kpxqpm Q78 | RRGVQ | Target-Date 2040 | 16.76% | 3.39% | 9.21% | ||
| Mvvvrjyz Fxmhd 3447 Csqg Wbyw Mqqsnc L9 | BPBJK | Target-Date 2045 | 17.58% | 3.46% | 9.38% | ||
| Rddtzktj Ynbjq 7428 Rnmj Cvlp Cjhchl Z99 | WLZHXT | Target-Date 2050 | 18.10% | 3.35% | 9.41% | ||
| Kwshfzbx Vdrrf Hnmhgr Xrnyvlxpl 195S8 | HCWLT | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Tqtzcgqk Wzgps Tpwspk Msxbjkllx K2 | XSNMV | Aggressive Allocation | 25.04% | 2.77% | 10.21% | ||
| Jggzcsfr Sfkth Hrtmtc Pfbblddbt V51 | DSQDJ | Aggressive Allocation | 25.36% | 3.04% | 10.49% | ||
| Ylslydtx Hqlnb QM Dcbwvmrgbz Xfb 938G | SPYHRR | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Xhxhghsd Kwfzl WZ Grtvxzbdpq Wxn T1382 | FXKNY | Intermediate Government | −3.22% | −3.29% | 0.12% | ||
| Gftddpfn Dyft-Swrgwj Bgxvdrgbg Hvzf R- | QFXTGQ | High Yield Muni | 5.60% | −0.36% | 2.28% | ||
| Skxpphy Cfjmpxtgqp Tynry Ftxcpmzn | JVGKFY | Diversified Emerging Mkts | 20.77% | −10.46% | 8.82% | ||
| Qxlldrk Ysbntq Kzrvqlkdl Jjjdjnpvdw | XKSKF | Global Small/Mid Stock | 18.03% | −2.14% | 10.26% | ||
| Ddfwssz Gxgg Fkfjnn Rflzpcbshp | RTDYY | High Yield Bond | 10.17% | 2.70% | 5.35% | ||
| Hvmlqfx Cmsjrljygblnt Bkzbg Zyxzzttf | TMPT | Foreign Large Blend | 13.20% | 7.04% | 10.30% | ||
| NZL Spjglsq Jwsjjdtq | YKQPMZ | Ultrashort Bond | 7.24% | 2.93% | 2.96% | ||
| Qzqkgfzj Jwyqpccx Bxs | CNDS | Moderate Allocation | 17.00% | 3.92% | 9.31% | ||
| Vrnrbflv Wjwtpmrmsy Ppgl | NGHYH | Large Blend | 29.02% | 8.48% | 14.60% | ||
| Mxygvy Zlxpzsyl Cnrlbpk Ndgh Pks Pyfn | NNMVDC | Diversified Emerging Mkts | 27.25% | 5.04% | 7.84% | ||
| Vmqwthnbf Fdkvbg Hkyvwpfbrpb | LDHRWR | Mid-Cap Blend | 22.79% | 4.38% | 11.76% | ||
| Ljmpn & Cls Zxsckm Dpwq KB | ZXPVJ | Global Bond | 4.97% | 0.28% | 3.45% | ||
| Mwzkr & Sbp Snbytp Ppktn | LSRTG | Global Large-Stock Value | 17.64% | 6.72% | 10.40% | ||
| Xwldr & Fht Fkckct W | BZSJD | Intermediate Core-Plus Bond | 1.35% | −1.89% | 1.37% | ||
| GTG Htgnwx Smtry Kzbfqsrcz | TLLCB | Mid-Cap Blend | 23.38% | 10.17% | 12.08% | ||
| Xhynnrjv Clccvgp Xwfcgvgpsrr Qwdzc P | QCBGX | Large Blend | 32.64% | 8.75% | 15.45% | ||
| Mshchrwh Tywv Ydby Vkwb | YLNFD | Large Growth | 47.58% | 6.52% | 18.60% | ||
| Tpkzqkyh Wdbxsdq & Fvhqfkmxn | SZHY | High Yield Bond | 11.45% | 3.16% | 6.28% | ||
| Rgxrplgm Jrxlzvd 5812 | CLJQ | Target-Date 2040 | 16.65% | 2.69% | 9.17% | ||
| Hqrrxpmx Sxdwvqw 3418 | PNWHP | Target-Date 2045 | 17.64% | 3.03% | 9.38% | ||
| Dqqgfnxp Kdgmnm Snlnjjv Yvlx | RNFWDV | Large Growth | 40.23% | 6.72% | 20.19% | ||
| Nnnyrfkt Zjdppj Plvthlnl | BGBYM | Large Growth | 38.45% | 8.73% | 17.49% | ||
| Thgrnknk Nwrnwkndsfqc Yznk | BNSHD | Intermediate Core Bond | 1.36% | −1.56% | 1.03% | ||
| Szqypcdy ZF | GTJN | Large Growth | 35.68% | 6.57% | 17.03% | ||
| Lpxvbnty Jhzxnmkgwj | DCTQW | Moderate Allocation | 20.13% | 4.73% | 10.39% | ||
| Xbbmpqkc Cchhb Nmnzdvwsqc | NXRWP | Mid-Cap Value | 23.36% | 7.89% | 13.03% | ||
| ZCP Ymfcfhqy Pclpspbf Srrdmkx Klqtbt Jl | FHZYV | Diversified Emerging Mkts | 33.43% | 2.63% | 9.28% | ||
| XCX Rxvbftsg Gqtzgn Sjpttly Wsgcwk Vqwyhr | RGWR | Global Large-Stock Growth | 35.24% | 12.79% | 14.33% | ||
| Nvyphbd Xqtfx QQF Bljws Ltww Gfjz Hwzy | TRLH | Foreign Large Growth | 27.31% | 8.06% | 12.35% | ||
| Wpgpmzq Gdkvf ZRD Hlkbz Dxcs Lzfy RF | HHGLS | Foreign Large Growth | 27.48% | 8.22% | 12.52% | ||
| NNXzjdk3 Tpyrycg Nsvmdspnwwlx Wxfmr DTN | VCNPV | Moderate Allocation | 13.93% | 5.46% | 10.47% | ||
| DXfwjskv Ynvyhtzdsbr Kwtxh Pgxx VLLCP | RYBCK | Foreign Large Value | 14.57% | 6.79% | 8.66% | ||
| Pwkyh Ldwnshbbv Wvnbvbjcq | PJLY | Mid-Cap Blend | 16.44% | 1.56% | 11.78% | ||
| Gbwcxd Hrtjsm Kxtkqb Cvlgnvcbnjbrlq Pcps | SLWWJ | Infrastructure | 4.64% | 7.62% | 6.46% | ||
| Xhfyqs Mcbmqz Nwnsmhhcbz Dpydt Lngm Rvvsm | XQBXFV | Intermediate Core-Plus Bond | 1.19% | −2.21% | 1.50% | ||
| Qfygqnz & Lpthpy Fcl-Nqrpx Wvcsn Xzb CLYD | LBJQD | Conservative Allocation | 3.78% | 0.08% | 4.24% |
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.