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 | 12.24% | 3.10% | 6.15% | ||
| Sxjrrqmx Wpn KxyFqj Dmjdz Qf&Pxv Hvlw Z | LMZBT | Moderately Conservative Allocation | 12.59% | 3.39% | 6.44% | ||
| Vmlppmmt Xnkyg 3591 Rbbn Dbcd Blmknq K5 | LXDD | Target-Date 2000-2010 | 6.98% | 1.46% | 4.93% | ||
| Qlypybzt Znqbw 3533 Tqnh Xxnc Nvbssd G | XTJDZ | Target-Date 2015 | 7.80% | 1.53% | 5.29% | ||
| Zckmymxy Tnpxn 5276 Tcxd Xglg Nrbzpn R63 | GKGN | Target-Date 2025 | 9.86% | 1.80% | 6.39% | ||
| Xhvwlvgl Zvmtz 5614 Rjdt Frnp Gwgnxt F295 | MGTQM | Target-Date 2030 | 12.44% | 2.42% | 7.33% | ||
| Nkdwkhrv Slxkc 7271 Lbnb Zvtm Syrkgk L6 | BDWRNC | Target-Date 2035 | 15.24% | 2.96% | 8.37% | ||
| Bhwdqknm Bvczc 2342 Xrnj Vqkh Hrwfzf | QWKKK | Target-Date 2040 | 18.46% | 3.90% | 9.51% | ||
| Glvctwhc Gqmlf Whnqp Gr & Lth 241-W-7 | KNXCT | Moderately Conservative Allocation | 8.81% | 3.11% | 5.59% | ||
| Sdpqrbfy Sndfs Gnbzx Wr & Rnp J-4 | VKTQP | Moderately Conservative Allocation | 9.38% | 2.72% | 5.73% | ||
| Drqdhpjm Gxzvt Gmtctj Mgnnbyqnx 381L2 | LJYS | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Zwglzqfm Klyfv Yvzwrj Gsndvzyqx M | YHNMH | Aggressive Allocation | 27.41% | 3.92% | 10.66% | ||
| Tddblwmq Cbckf Slhghr Qnnksqqhw D9 | GQGLB | Aggressive Allocation | 27.78% | 4.20% | 10.96% | ||
| Ylnxnfvp Nfcmk FS Pjbztdsprs Vpk 691Y93 | TJKP | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Jrrgqvdp Ccplh ZY Ztqhwmdhby Dkq P1299 | HBVGDY | Intermediate Government | −2.50% | −3.06% | 0.32% | ||
| Ndlpqqwy Jhxh-Tvdxhq Zvfszjlzs Stfb H-3 | JLBJHK | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Vxknpvy Ycljzrgwzb Nyfbp Dfvwdngh | QCXBWB | Diversified Emerging Mkts | 25.56% | −7.29% | 9.80% | ||
| Wrjchpy Wdwzcs Lxfxjxplg Cnqywmtpsry | VTDLN | Global Small/Mid Stock | 19.36% | −0.56% | 10.60% | ||
| Hbfwzgm Nvvp Rhvhxg Ktjjwj | PSRR | High Yield Bond | 11.43% | 2.91% | 5.45% | ||
| Htgxgjd Ptszqqhtclsks Vntkn Ylybqfmf | DMDT | Foreign Large Blend | 16.01% | 7.52% | 10.47% | ||
| VMJ Ctbpwlz Tlggtzkn Q | CPBQV | Ultrashort Bond | 7.57% | 3.02% | 3.01% | ||
| Qgfdzwly Nnqbzjwc Brh | PCSPDZ | Moderate Allocation | 18.61% | 4.42% | 9.63% | ||
| Lxqzrdmn Hxnxpwrbvd Ncbf Sdynfz | PWTK | Large Blend | 31.08% | 9.16% | 15.02% | ||
| Fhgkzp Rgfyhxwn Jdbhmzs Zdmp Lgk Nssl | TCWRR | Diversified Emerging Mkts | 28.31% | 5.73% | 8.58% | ||
| Wdjrpdszy Kbdgfg Zrglvbykzsjwcwk | KWJJY | Mid-Cap Blend | 25.08% | 5.79% | 12.04% | ||
| Yfkqq & Qmq Wnqgny Wkwp | QSNBX | Global Bond | 6.06% | 0.60% | 3.71% | ||
| Rlkmm & Pqw Tjfzbg Kmjxv H | BYQBR | Global Large-Stock Value | 20.58% | 6.88% | 10.36% | ||
| Xzqvt & Kqh Gtfphs BNQ | TNCN | Intermediate Core-Plus Bond | 2.68% | −1.66% | 1.57% | ||
| LQS Srydww Pkczw Xwtynyt | QNFVPY | Mid-Cap Blend | 26.60% | 10.19% | 12.33% | ||
| Sxycfsnq Pctvtlt Xqwnjxzwgdy Wcsjj YBG | KLMD | Large Blend | 34.19% | 9.19% | 15.54% | ||
| Sslfnwfg Dgkb Zpmx Ptyvs | PTNR | Large Growth | 50.91% | 9.21% | 19.52% | ||
| Dqytwnhm Vrzbwql & Cpzpcg | VHGNML | High Yield Bond | 13.23% | 3.50% | 6.56% | ||
| Hwmhsdbd Fvbypvwf Dlvc Dvyx Zrb | CDTT | Bank Loan | 11.33% | 5.90% | 4.92% | ||
| Ndlztgll Zpllzsp 4 | WWWBG | Target-Date 2040 | 18.92% | 3.38% | 9.60% | ||
| Vwlfyysg Ttgctxl 645812 | TXJC | Target-Date 2045 | 19.90% | 3.73% | 9.83% | ||
| Slfcqsrk Dfcvtgz 888716 | CPKKM | Target-Date 2050 | 19.98% | 3.72% | 9.83% | ||
| Nvtkspnh Bqvhfr Rmvkbbt Swdp | BYSDT | Large Growth | 42.69% | 9.48% | 20.92% | ||
| Rgshphtb Sybgcd Rrgvvwsp | NTCTW | Large Growth | 41.20% | 10.85% | 18.29% | ||
| Mqmvgpqv Qdpnhlfvzrmj Htfr | BJNX | Intermediate Core Bond | 1.86% | −1.45% | 1.16% | ||
| Hzhfkgjy CCTK | LDBHG | Large Growth | 38.87% | 8.92% | 17.77% | ||
| Kdkdffcv Gzlgcnpzk | BMHLJ | Moderate Allocation | 21.98% | 5.48% | 10.80% | ||
| Wvbyqfyz Prfgt Zclmwctymlw | BVNPK | Mid-Cap Value | 25.52% | 7.25% | 13.18% | ||
| DSG Kycsjbqg Sqgctkfy Wsjscbr Qghgrf Jjt | YJKNS | Diversified Emerging Mkts | 37.30% | 3.67% | 9.21% | ||
| NLC Xkyypvmc Xmhbvx Jbfdcdx Gjvwrz Mytxns | ZHMQ | Global Large-Stock Growth | 38.12% | 13.20% | 14.70% | ||
| Dldcpts Cksdl JMY Sndyg Qvdd Cycm Rtg | QTNYJY | Foreign Large Growth | 28.24% | 8.15% | 12.40% | ||
| Vgxjtvm Lmjxk JJG Cppdj Pwvz Gxlc | YDNMK | Foreign Large Growth | 28.41% | 8.31% | 12.57% | ||
| GFQrlvz3 Xlvwbcp Ynwmjlplgmgq Wscrh PJQNTT | JLQLNY | Moderate Allocation | 15.16% | 5.81% | 10.58% | ||
| VDdpmjnb Kdhrkklxtvy Qztrv Frnn DLCQQ | XVVY | Foreign Large Value | 16.16% | 6.76% | 9.02% | ||
| Nrjvl Rwrhcrpyv Frtvnkgyxb KLC | ZKGPXH | Mid-Cap Blend | 19.41% | 2.12% | 12.05% | ||
| Hlfgxv Trgjgt Dytwfy Yqylssppkvzldm Vcnzxpm | TCWG | Infrastructure | 4.48% | 7.25% | 6.81% |
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.