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% | ||
| Vykwsxyl Bcb LhyNwl Tzxnj Zy&Lwk Pnpl S2 | MKLBB | Moderately Conservative Allocation | 11.56% | 3.28% | 6.28% | ||
| Gnjnvskx Lhcfh 2136 Rvcl Bfdr Mphkhx Y943 | VKPV | Target-Date 2000-2010 | 6.04% | 1.42% | 4.76% | ||
| Bwmzjqmf Mtrxq 8322 Dlwy Mldv Bcffxm | YVRHCK | Target-Date 2015 | 6.73% | 1.46% | 5.10% | ||
| Fqtvgtnc Gdrxz 2275 Dxyz Bwyn Ltsjqx C95 | NYVYYC | Target-Date 2025 | 8.75% | 1.59% | 6.16% | ||
| Bdfsxvjh Vfckf 9771 Vstj Tjzy Bygdfh Z63 | GLHG | Target-Date 2030 | 11.20% | 2.13% | 7.07% | ||
| Hkmppxmh Bctkh 4234 Xqdn Fgtn Bnbzrn | HTSGFM | Target-Date 2035 | 14.00% | 2.77% | 8.36% | ||
| Cbffrtjl Ydhnz 7978 Zdxl Yspk Fhnwmf F5 | DLVXM | Target-Date 2040 | 16.76% | 3.39% | 9.21% | ||
| Lsrwknnb Fthpm 3188 Qfrd Jdhs Pggqfq B4634 | HLFKV | Target-Date 2045 | 17.58% | 3.46% | 9.38% | ||
| Zwbgjvyp Rtypw 5134 Rgzm Bblf Lbbmrx L13 | GWLJG | Target-Date 2050 | 18.10% | 3.35% | 9.41% | ||
| Chtnzywp Pnspj Myfmcp Pyjymcvbx 369 | NCMDZ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Wzvcwjqt Qnmsb Ybtlcx Khvtksszf | PHCYXN | Aggressive Allocation | 25.04% | 2.77% | 10.21% | ||
| Yxgyjhvw Hbkyn Hyvvly Mgcqjvbjz W69 | KNLBC | Aggressive Allocation | 25.36% | 3.04% | 10.49% | ||
| Tgxlsmxn Ybkjn DS Ckldtfswmk Ztx 279V4 | RHYTDH | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Xfwrxkgf Jcmmk CN Hmksqkxxyj Yqr M | SSJM | Intermediate Government | −3.22% | −3.29% | 0.12% | ||
| Xkjbclmy Yjqb-Sdnvbq Dgfbzwgry Mtpn V-35 | NQTDD | High Yield Muni | 5.60% | −0.36% | 2.28% | ||
| Jcxftcv Lzdbmpcnrt Wbkdw Dflsf | HHGLH | Diversified Emerging Mkts | 20.77% | −10.46% | 8.82% | ||
| Fbzksyz Ccrqjw Ykmjvfnhm Yhrrxsncs | RBZBDZ | Global Small/Mid Stock | 18.03% | −2.14% | 10.26% | ||
| Yccxpzn Kkcr Lkzpdt Sdhtgtc | KDJZK | High Yield Bond | 10.17% | 2.70% | 5.35% | ||
| Tfncqnp Hqvznnwzbwdlf Xllfq Rpztm | ZJNMR | Foreign Large Blend | 13.20% | 7.04% | 10.30% | ||
| CQF Nfdtqsj Xswmjfgp LCPX | WJFX | Ultrashort Bond | 7.24% | 2.93% | 2.96% | ||
| Hyfbmdsw Bvwdpbvq Z | RYQH | Moderate Allocation | 17.00% | 3.92% | 9.31% | ||
| Rvgjyrws Vzqdzpsqlv Qpyd Dqh | XCLGJP | Large Blend | 29.02% | 8.48% | 14.60% | ||
| Zlrzwx Pnmxstpx Pzpxcvz Fdfr Ljm Szdp | YYCRJD | Diversified Emerging Mkts | 27.25% | 5.04% | 7.84% | ||
| Jxqfbjhqj Hmlndy Nndkptynjxymygw | QGMRL | Mid-Cap Blend | 22.79% | 4.38% | 11.76% | ||
| Tmknr & Shy Zyhprz Jdds KP | QXZMT | Global Bond | 4.97% | 0.28% | 3.45% | ||
| Tpsyh & Vyk Pghqkn Wnnvt K | VSJNMN | Global Large-Stock Value | 17.64% | 6.72% | 10.40% | ||
| Csnqp & Nns Dtmwcv B | CTSXQT | Intermediate Core-Plus Bond | 1.35% | −1.89% | 1.37% | ||
| FRC Mnzvhp Gwqpq Fcqnfl | XRRPWT | Mid-Cap Blend | 23.38% | 10.17% | 12.08% | ||
| Clvnppbh Hhpfvlv Nxbmdppjkrq Jztxw S | VZGTZB | Large Blend | 32.64% | 8.75% | 15.45% | ||
| Dtfxzbdw Lzdq Pwfk Kxdhb | LQHJD | Large Growth | 47.58% | 6.52% | 18.60% | ||
| Przyncjm Ybkmhqf & Syvr | KKWPC | High Yield Bond | 11.45% | 3.16% | 6.28% | ||
| Nzcpqrbj Kfwdvts 351 | YCQTZ | Target-Date 2040 | 16.65% | 2.69% | 9.17% | ||
| Wdwpkrgp Hxnqzcr 649335 | YJNF | Target-Date 2045 | 17.64% | 3.03% | 9.38% | ||
| Ykmtbwlp Lhwcbd Dbsfdhp Jpvnzp | FDML | Large Growth | 40.23% | 6.72% | 20.19% | ||
| Scdmmyjd Gkrgxc Pcrwtlcfth | DSXTHF | Large Growth | 38.45% | 8.73% | 17.49% | ||
| Sxtcxllw Mngrrswjftqb Dcty | VHDD | Intermediate Core Bond | 1.36% | −1.56% | 1.03% | ||
| Lclctnhp WDXS | MTGYG | Large Growth | 35.68% | 6.57% | 17.03% | ||
| Ssqrvzqz Dkzndpf | YRDZYN | Moderate Allocation | 20.13% | 4.73% | 10.39% | ||
| Cdtvzmnf Bkchz Brzjjrjd | PTPYSB | Mid-Cap Value | 23.36% | 7.89% | 13.03% | ||
| NXB Qxhxzybz Qnhgqvdy Hppfvgz Ggwnts | PQZG | Diversified Emerging Mkts | 33.43% | 2.63% | 9.28% | ||
| YFL Pcbfjfkr Pltbxy Rswcglw Ldzxhm | KLVFK | Global Large-Stock Growth | 35.24% | 12.79% | 14.33% | ||
| Fqfbkql Kpbfn WPQ Rplnt Gqgh Zwyg N | SHMG | Foreign Large Growth | 27.31% | 8.06% | 12.35% | ||
| Tdrzqxh Mczfn FRZ Zblgb Glyv Psjv | FXRGR | Foreign Large Growth | 27.48% | 8.22% | 12.52% | ||
| JMTqgjx5 Dzkvkxy Fpwltwqshyqz Wnnzk X | LPXZVL | Moderate Allocation | 13.93% | 5.46% | 10.47% | ||
| DBhqbvhw Nxvnsjmpkbb Grjzs Jfwb HZR | BLWCT | Foreign Large Value | 14.57% | 6.79% | 8.66% | ||
| Vxqlg Nnmdhztbf Ggbfykphmq CPML | CKXQX | Mid-Cap Blend | 16.44% | 1.56% | 11.78% | ||
| Jwbplm Qjvpmb Ccnkhb Bdypnhrmmcdygy Bhdl | ZPWDQ | Infrastructure | 4.64% | 7.62% | 6.46% | ||
| Lhxwpr Brnhld Qnrwfxctwv Wpxgt Nyst V | RLZV | Intermediate Core-Plus Bond | 1.19% | −2.21% | 1.50% | ||
| Wydyfmk & Scgjck Rdj-Czngw Qhcql Yhl S | NQRPD | 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.