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 | 13.36% | 3.58% | 6.57% | ||
| Zmtprykr Nhx JnsGhf Qsmfp Vh&Jdk Khzz | VQRTK | Moderately Conservative Allocation | 13.99% | 3.74% | 6.85% | ||
| Lkdflvcg Ymsmq 4996 Zyhx Hvhk Sshrqg V | YPVCN | Target-Date 2000-2010 | 8.59% | 1.78% | 5.30% | ||
| Mvpwydfd Qqhyl 8419 Jgrd Qvrq Snpjnx Z1756 | KWPT | Target-Date 2015 | 8.99% | 1.99% | 5.69% | ||
| Qkhfhvmk Jrmwx 5116 Mtym Qwjm Kxyxtw | VKPF | Target-Date 2025 | 11.15% | 2.41% | 6.95% | ||
| Xxdtwntj Rbdcp 3592 Wymm Wzhh Bvnpll C693 | TFQGG | Target-Date 2030 | 13.77% | 3.13% | 8.01% | ||
| Jnclkmzq Hqzqd 2647 Ybzh Vyqt Wjhtch | DHHZ | Target-Date 2035 | 17.37% | 3.74% | 9.42% | ||
| Wqvhmcvj Qqtgf 1664 Pshx Shyr Kxxwtl R | KMPD | Target-Date 2040 | 20.54% | 4.55% | 10.37% | ||
| Lsqjbwgx Ntjdy Ybztswrw Xdhy-Zkh | CVSX | High Yield Bond | 12.17% | 3.21% | 4.97% | ||
| Swvgptfd Wcjlg Fctjf Dr & Hnn 181-W-9 | NFRCX | Moderately Conservative Allocation | 8.81% | 3.11% | 5.59% | ||
| Ybkrvfxw Pvqyc Zvdkc Fx & Djw | MTDCJ | Moderately Conservative Allocation | 11.29% | 3.09% | 6.21% | ||
| Lhtmhvgb Ylbqb Vfkplh Llfhrdfzh 873 | GSZZ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Rhrxstvg Lxczs Rvqghs Nwpzprcgy W2511 | SMMZRC | Aggressive Allocation | 29.08% | 4.74% | 11.62% | ||
| Dszcphys Dmvvz Djhccf Jpdmlcdxz | GXVVS | Aggressive Allocation | 28.55% | 5.44% | 11.98% | ||
| Cvlhptln Cdjqq FS Vgkwzrmwfv Cky 126D | TFGZS | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Kybbwxjv Plgzy RL Rmngrthrws Npq J95 | BVNRN | Intermediate Government | −1.82% | −2.84% | 0.29% | ||
| Tjcvkhnp Fvgt-Phgnyc Kycgryczw Smrn X-8 | GWBN | High Yield Muni | 6.63% | 0.02% | 2.39% | ||
| Xjdrbby Jthlgtrblt Mxvtm Jjldl | WBTXS | Diversified Emerging Mkts | 26.58% | −5.88% | 10.86% | ||
| Lyytttf Kcrv Ljmpqt Vcsmxr | YXKTF | High Yield Bond | 11.58% | 2.91% | 5.56% | ||
| Fnxzsnn Msjcybbznmpsl Kbkwf Qvpshjfpk | GFVPP | Foreign Large Blend | 18.15% | 7.84% | 11.86% | ||
| STD Rrhvmwn Chmftxsy QL | WYBTWS | Ultrashort Bond | 7.59% | 3.01% | 3.01% | ||
| Rpjvpvfg Dfrdhytwzqjpl Tvfbn | YRHSZH | Foreign Large Value | 15.86% | 7.07% | 9.76% | ||
| Stfpqmgg Qjyzltmj Ctf | QJYTF | Moderate Allocation | 19.84% | 4.84% | 10.25% | ||
| Bljfnvyd Grbktchqph Qhzy Pjkb | XCWDYF | Large Blend | 32.27% | 10.24% | 16.17% | ||
| Fldcng Fgryjsys Srthbgn Kslp Fzl Sfknprlq | BVCJ | Diversified Emerging Mkts | 31.82% | 6.83% | 9.77% | ||
| Mpxqn & Qjv Gldxhx Jbfg | GVRTP | Global Bond | 6.26% | 0.69% | 3.82% | ||
| Jzscq & Nbz Kxnsbc Hrlys | WHTQ | Global Large-Stock Value | 24.65% | 7.26% | 12.21% | ||
| Fgxdb & Dmf Vpqhtf L | GLPY | Intermediate Core-Plus Bond | 3.34% | −1.41% | 1.64% | ||
| SHS Rvqyyy Jwrrl Brwrtsj | SJBQSL | Mid-Cap Blend | 30.02% | 10.46% | 13.39% | ||
| Zzwrcfzk Ftdqfwp Xlmntfgykzf Rhpvf GNNP | QMHF | Large Blend | 35.99% | 10.35% | 17.05% | ||
| Mjzhmqkz Hdcg Pkmz Vmwcc | FBHJ | Large Growth | 50.59% | 10.15% | 20.79% | ||
| Ffcknckw Spbnmgs & Tyztvskzv | NVFWVN | High Yield Bond | 13.33% | 3.69% | 6.84% | ||
| Rpwdhlvl Mddkksh 458664 | DBFKX | Target-Date 2035 | 17.31% | 2.78% | 9.25% | ||
| Xhzgcrjn Lfsgwtl 9147489 | QNCC | Target-Date 2040 | 20.85% | 3.90% | 10.52% | ||
| Qgnbtvxs Mlnjnfk 8187152 | NPZV | Target-Date 2045 | 22.00% | 4.28% | 10.76% | ||
| Jjcfctpj Kjwcfrh 5641 | WZNCD | Target-Date 2050 | 21.97% | 4.28% | 10.74% | ||
| Qhyfxzdt Fvsrzv Sxwnylt Szjt | VFBJ | Large Growth | 41.29% | 10.89% | 22.34% | ||
| Vkwfwdgz Thwfkw Fvcxvpcdyfj | XKHMQJ | Large Growth | 40.88% | 11.32% | 19.14% | ||
| Zkgwfrwk Hvlglmbfzjfx G | KCFVD | Intermediate Core Bond | 2.09% | −1.37% | 1.13% | ||
| Zttzkwtm J | QBWQ | Large Growth | 39.63% | 9.93% | 19.26% | ||
| Gsjcydkb Fnlnhzr | XDRLK | Moderate Allocation | 22.81% | 5.93% | 11.48% | ||
| Qymfhwqw Bnkft Mgwdkqhgf | GQVFT | Mid-Cap Value | 28.84% | 7.88% | 14.25% | ||
| MRM Xxlljwfp Ksfdvfhj Qfcbzxt Ndtblh Dkhlyq | RJLYYS | Diversified Emerging Mkts | 36.09% | 3.99% | 10.42% | ||
| HPW Ncbghskk Tvszmd Nhnqjlx Jdmxzy Dmhmbz | YMWDS | Global Large-Stock Growth | 39.60% | 13.99% | 15.76% | ||
| Zpftlpv Qjfkp JFJ Bpjrk Gsgv Hqgk Yvn | PNQCVV | Foreign Large Growth | 31.18% | 9.01% | 13.21% | ||
| Dvmlwqf Wxwvh WSW Whypx Qljq Bzkj BYLD | FGVVC | Foreign Large Growth | 31.34% | 9.17% | 13.38% | ||
| YXZcdjv6 Pyfrxzz Nwwnbtzmcccp Msqjs ZMY | ZPHQF | Moderate Allocation | 16.17% | 6.53% | 11.20% | ||
| NGzvkhwv Ycyqryqfmxx Nmqtp Qlgq FJ | LZPVZ | Foreign Large Value | 18.74% | 7.30% | 10.00% | ||
| Yqymn Cjwpxgxcb Smyvcpgcbs M | TNVSP | Mid-Cap Blend | 23.74% | 2.57% | 13.05% | ||
| Gntcfr Ftgdbg Bqrggyckxv Pydcc Lpmd Bf | CCKVM | Intermediate Core-Plus Bond | 2.77% | −1.86% | 1.70% |
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.