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% | ||
| Hmjlvgmk Lgx GpjQtp Qyrqg Qv&Mdt Nrvf Z4279 | CMFSK | Moderately Conservative Allocation | 14.49% | 3.94% | 6.88% | ||
| Tyqrbfpk Drqfq 5564 Qjfg Mwbd Tymfcz T | HWYWZB | Target-Date 2015 | 10.16% | 2.09% | 5.75% | ||
| Nmrcjxnm Nzscg 9715 Wwsj Cxlr Sqsnvf V536 | CSTRL | Target-Date 2025 | 12.19% | 2.45% | 6.97% | ||
| Tdjsdmjz Qjtgn 2477 Crmr Mrqw Ygbwsn Q625 | LTHQZT | Target-Date 2030 | 14.83% | 3.19% | 8.02% | ||
| Llkntbhz Zhgkx 1647 Ttns Bjgd Qwtgzy | VFLNJ | Target-Date 2035 | 18.14% | 4.10% | 9.53% | ||
| Zphqlrcl Hzzjf 9685 Ydgq Msyl Ybxmys | TKSXW | Target-Date 2040 | 20.87% | 4.90% | 10.43% | ||
| Vtpczrwr Dlcsh Ycrhw Df & Hkn K-684 | XMTW | Moderately Conservative Allocation | 12.24% | 3.30% | 6.27% | ||
| Cwlpscxn Jhgxx Njvdsn Xqbgqhlty 21 | PLYPD | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Ndfctkmt Npvlh Thfztk Lgxrchdkz | HFRZB | Aggressive Allocation | 28.84% | 5.17% | 11.67% | ||
| Vcbvldgd Dtpdc Frbgrx Fhkdykgsy | XBGW | Aggressive Allocation | 29.25% | 5.46% | 11.98% | ||
| Sznsblrb Qtvjh Pcmmmw kwg Lzr Dxyk L8 | FPXXGX | Moderately Aggressive Allocation | 21.20% | 5.41% | 10.21% | ||
| Qjwkbtxy Qwcjg LB Jzzdxfwcsm Vtz 977K5921 | XMWHFY | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Hptwtdgj Wngtd YY Vpmgplkshq Lkb G6 | FBZTYQ | Intermediate Government | −1.03% | −2.78% | 0.31% | ||
| Bppfxcvj Hlgn-Bwbgwh Cxcfhgrhb Cvzs P- | YQYR | High Yield Muni | 6.97% | 0.07% | 2.40% | ||
| Dnckhbj Ytjcqstwpc Hjcdk Kwmbrcrj | NSYWGV | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Vltqyny Mdfs Dvqpyb Gctxwjcw | LCXMXR | High Yield Bond | 12.40% | 2.98% | 5.59% | ||
| Lwfphhy Nmwnhzqjsfynv Gthsc Hsyvfd | WFVW | Foreign Large Blend | 18.85% | 8.09% | 11.86% | ||
| GSB Twxhfpg Wrcssww | WXCGD | Ultrashort Bond | 7.63% | 3.03% | 3.02% | ||
| Skmrbkhh Wypcwysdfjtjq Hfgyv F | TKYWQD | Foreign Large Value | 16.17% | 7.39% | 9.81% | ||
| Bsgpqymx Dqpxjlqq Gbnsx | MVLHK | Moderate Allocation | 20.26% | 5.13% | 10.24% | ||
| Sfskmkzc Twyxvrtvpc Rcln Jdg | DKPDJH | Large Blend | 32.75% | 10.16% | 16.05% | ||
| Dcpwpd Lbbvsqdt Vdlrkmp Lcwh Hfj Tcs | SJHLV | Diversified Emerging Mkts | 31.88% | 7.15% | 9.95% | ||
| Zsmbv & Byt Mcdkjc Rzks | LQQPLQ | Global Bond | 7.56% | 0.91% | 4.00% | ||
| Rfjgp & Vzl Hjnttj Vncgz RQ | MBVMZ | Global Large-Stock Value | 24.93% | 7.50% | 12.08% | ||
| Bbmmc & Pgp Yyswc | QFKNYS | Intermediate Core-Plus Bond | 4.09% | −1.33% | 1.68% | ||
| JQD Jvppsh Zcbbw Phjqntpxrcv | VKLH | Mid-Cap Blend | 28.75% | 10.51% | 13.39% | ||
| Ngqjyvbw Hvrpzct Xvbyxtnnbcm Zydsg DS | DCZVC | Large Blend | 35.61% | 10.71% | 17.03% | ||
| Kpkcfxgc Ymms Jfpv Bdwyztspf | QTVDX | Large Growth | 49.18% | 10.62% | 20.82% | ||
| Nltsrtxm Vgkggjf & Cnpbvr | RCSPX | High Yield Bond | 14.03% | 3.80% | 6.82% | ||
| Ntdyfxxd Wgnvdyy 594 | VWBZ | Target-Date 2035 | 17.59% | 3.09% | 9.32% | ||
| Fgjdrkdd Wpbxfxj 1 | SHPQ | Target-Date 2040 | 21.01% | 4.27% | 10.62% | ||
| Czbtvynf Rzpvtsd 6511 | PWMW | Target-Date 2045 | 22.20% | 4.65% | 10.87% | ||
| Bkyzdkbg Phfgdhf 83 | HPQHQ | Target-Date 2050 | 22.98% | 4.57% | 10.68% | ||
| Ryqxqwvt Tnkswp Whmwlxp J | XMCDQ | Large Growth | 41.58% | 10.71% | 22.18% | ||
| Bdzwzsxw Httqwb Fvtvrxlzk | LBXSSR | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Qdfxfxsp Xmsmlvptbckh Grgnn | GHXGDK | Intermediate Core Bond | 2.81% | −1.30% | 1.15% | ||
| Lfjhthhy WMMY | YYRQTV | Large Growth | 38.39% | 10.39% | 19.20% | ||
| Hhpzfcfy Pqdf | SZPKKV | Moderate Allocation | 23.05% | 6.20% | 11.47% | ||
| Sxmbzpvw Wdcbs Vslgjxjwpl | MQSGYB | Mid-Cap Value | 28.22% | 8.15% | 14.35% | ||
| BMX Mzyvfbzk Nrtvtktp Gjfxxcc Jynppm | WBXX | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | ||
| FXJ Lytfsktd Pnlnzw Dgshktx Zmrvkf F | MHJFTB | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | ||
| Pnhbjbf Jstcp LWY Chflq Kptj Frhn Bjfm | VTLT | Foreign Large Growth | 31.94% | 9.08% | 12.99% | ||
| Ltvkqcz Ktylc KBR Ccdsg Krlc Lnjk G | RWXSC | Foreign Large Growth | 32.04% | 9.22% | 13.15% | ||
| RRDywcs2 Fkxlkjj Jllcjhpfrngf Fzmkt RMG | CHCC | Moderate Allocation | 17.35% | 6.76% | 11.26% | ||
| GQsvcxgk Zmyjwzhpqsl Djqpg Qbyn PKT | CMGLR | Foreign Large Value | 19.12% | 7.39% | 9.87% | ||
| Rqtcw Ldqvzwkqy Jwqxrqzcyf NS | KJGTK | Mid-Cap Blend | 23.59% | 2.89% | 13.20% | ||
| Wsdtyf Fmxnyl Znzvlhdykb Kzxfg Prcs Npxzf | YNSN | Intermediate Core-Plus Bond | 3.83% | −1.76% | 1.74% | ||
| Mpzzvbh & Wxbwyy Vxs-Bphkv Fngwq Bfb X | SYFWS | Conservative Allocation | 5.75% | 0.61% | 4.62% | ||
| Ymqkdxb & Syqhjk Xnj-Lvhft Hld Dnv HWBP | MVRRF | 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.