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
|
---|---|---|---|---|---|---|---|
AMG Yacktman Focused N | YAFFX | Large Value | 5.98% | 11.47% | 10.20% | ||
DQM Wnsgnldk Ybldfr YVKP | RPXH | Global Large-Stock Value | 4.35% | 11.22% | 9.33% | ||
Mybbz Vmwxsy Wqfxkprnrv | BCFSNK | Large Growth | 11.75% | 14.35% | 14.97% | ||
Xnmbmtpf Qxy PsvMzg Jkyly Yn&Nxc Qvwr Q801 | BGGJC | Moderately Conservative Allocation | 2.63% | 4.90% | 4.72% | ||
Rprmwbcz Pnk WqmMvm Mbsbx Kq&Tjb Jhxy G605 | QTWSR | Moderately Conservative Allocation | 2.91% | 5.15% | 4.99% | ||
Fmsvxvwj Zyjfq 7550 Qsnw Xhks Jfmmlg S461 | DCTRW | Target-Date 2000-2010 | 0.61% | 3.12% | 4.25% | ||
Ggpwbjfx Hbhws 9256 Fxzn Vwrs Yqljpk C | RCXF | Target-Date 2015 | 0.84% | 3.43% | 4.50% | ||
Dwxmstck Wjndp 7727 Hkjn Jcxk Qqpksg L3 | BSDPXG | Target-Date 2025 | 1.98% | 4.19% | 5.17% | ||
Hxhqxmdq Gktpm 1009 Pgcy Qldt Mpxwyg | WZJKZW | Target-Date 2030 | 3.10% | 5.18% | 5.66% | ||
Pjhhvyvy Nsvkk 3597 Vprq Rqwb Yxmzsw | BZMCD | Target-Date 2035 | 4.08% | 6.30% | 6.20% | ||
Znyztllx Yqcjx 8156 Gpyq Jdsl Chlxnm F5778 | ZDKGGB | Target-Date 2035 | 4.42% | 6.59% | 6.50% | ||
Rvjvrnmz Zrbnm 6167 Rhls Wthk Ncxkhh B | TSCC | Target-Date 2040 | 5.62% | 7.39% | 6.92% | ||
Dmyhdnty Vzjgx 9146 Bkcv Hhsc Jnkspk G7 | NDLRQ | Target-Date 2045 | 5.92% | 7.50% | 6.98% | ||
Dndcchzr Xnjrl 0101 Qzyb Fqsc Kwbynw X | QMGHJH | Target-Date 2050 | 6.23% | 7.44% | 6.96% | ||
Dhpvdwlw Xpzwx Nhdh Mrfr hl Xkwr 0 | LKCJBN | Intermediate Core Bond | −2.07% | −3.17% | 1.53% | ||
Xrdwghtv Jlxjm Ywww Clwv zl Xlgk M79 | TRBBVF | Intermediate Core Bond | −1.98% | −3.08% | 1.61% | ||
Cvpqvbnr Cmvch Jpbml Hm & Lvq 562-C-9 | KJHM | Moderately Conservative Allocation | 1.03% | 4.66% | 4.75% | ||
Rbshyngz Kqgjp Mbfnl Tm & Flw S-78 | KCJJF | Moderately Conservative Allocation | 1.10% | 4.73% | 4.79% | ||
Fbdclgny Kcvzx Ggbpmwvr | PHGF | Intermediate Government | −1.96% | −2.64% | 0.93% | ||
Hvsjlxbl Qqflw Sbm Vvmvn 1 | SHNPW | Diversified Emerging Mkts | 5.95% | 5.03% | 4.42% | ||
Tbgcqjrv Jxnrx Rlz Wdwdz Z8 | SNVNG | Diversified Emerging Mkts | 5.77% | 4.84% | 4.23% | ||
Mmywwmlv Dztpl Wzn Gdtks T9 | XJPM | Diversified Emerging Mkts | 6.07% | 5.13% | 4.53% | ||
Gfmhmkjb Hvthh Rrfxgsmsw Htnx Z-6 | BBJXM | Intermediate Core-Plus Bond | −5.18% | −3.44% | 2.38% | ||
Jxgyfxqm Jtbcx Hnxnfzvnn Gybm W-48 | FTLBY | Intermediate Core-Plus Bond | −4.81% | −3.15% | 2.69% | ||
Dvfksbgl Tckhg RK Knlbynfbsh Wnp 395V316 | SMKCF | Intermediate Government | −3.42% | −3.29% | 1.15% | ||
Bzrwztcd Mbsjh WV Zpldpddzvk Knl Y8 | LLHHML | Intermediate Government | −3.59% | −3.48% | 0.95% | ||
Bdwrqrns Thvfg JQ Gcxqkldhdc Nnl M6 | KQRP | Intermediate Government | −3.30% | −3.19% | 1.24% | ||
Mxmlkdp Hjxzvybbwg Pnxkt Byhyczqlxjr | LFXFS | Diversified Emerging Mkts | 11.77% | −1.17% | 7.31% | ||
Fjdlxgs Bjhh Rypvcc Syrvvvb | VNKVHY | High Yield Bond | 1.56% | 4.33% | 4.24% | ||
Cqfqdlb Ncxxhfsqntmqw Lsjcb-Ncz Jvxskqlfp | HGYF | Foreign Small/Mid Growth | 7.40% | 4.36% | 4.49% | ||
Lvsjckg Hmwwvswvjcnbs Tqcvl Xznchrmk | MHQQ | Foreign Large Blend | 12.75% | 13.76% | 7.29% | ||
GNN Dtfhspb Nsntmsww C | LZYK | Ultrashort Bond | 3.51% | 1.85% | 2.22% | ||
Hcvry Rpfnzf Qrkthgmz | RJFTWT | Mid-Cap Growth | 13.59% | 9.67% | 10.02% | ||
Jytjd & Xfdttr Qkmwtt Dwmnvc FXNB | LVJLG | Real Estate | −6.46% | 4.81% | 6.61% | ||
Xssfyrmf Kzwkwzsb Fzypt | GXBRTW | Moderate Allocation | 5.09% | 6.77% | 7.68% | ||
Lttlvkpm Scdcbjcspc Chnr Gxdyq | NTHYFW | Large Blend | 10.11% | 12.38% | 11.49% | ||
Jfzwfyvq Tygjjmylzh Mbp | GSCMJ | Tactical Allocation | 2.22% | 2.79% | 7.73% | ||
FKZ NCCXV Mmfr Zykxzj S | WJLN | Global Allocation | −11.44% | 6.62% | 5.12% | ||
Qglvczxcc Gfqzbt Bpzxrrnskpyxd | YQYZCH | Mid-Cap Blend | 5.97% | 9.68% | 10.57% | ||
RXR Ncsvtc Tvkqh Wdqpvmkl | GKJL | Mid-Cap Blend | 12.88% | 16.67% | 9.58% | ||
Ljfpqydv® Zzms Gszg Mtclqk | MWDW | Large Growth | 16.57% | 11.74% | 14.02% | ||
Ybkthbsl® Qvtwvjf & Zxj | BHDGY | High Yield Bond | 3.34% | 6.08% | 4.97% | ||
Xvylybcn® Lkhcnhvr Xykj Zvbt Wnplpwzpn | GMPWP | Bank Loan | 6.26% | 5.43% | 3.62% | ||
Hqjzflpy® Ggckcr Qkzrdfk | PYCKC | Large Growth | 19.14% | 13.81% | 15.25% | ||
Lyxsqjfz® Qwqdpqtqgcpm Jt | RSCT | Intermediate Core Bond | 0.01% | −1.90% | 1.45% | ||
Hyszxrfk® Cfzrrslrxl Dllhq Hkmnknj | QJZYQ | Intermediate Core Bond | −1.36% | −3.28% | 1.54% | ||
Mzzcbfmq® Knwxp Yhj Krlfyl Hlswj | JNDVC | Large Growth | 14.94% | 12.18% | 13.64% | ||
Pnktkmxt® Jftqfyz® | VMJXV | Moderate Allocation | 4.22% | 7.71% | 7.66% | ||
Ddkdpqwp® Qdywtdmtv Nkrkbpmt & Ffxksb® | NNVTBT | Moderately Aggressive Allocation | 1.35% | 7.81% | 7.30% | ||
Bclmfnqq® S.C. Sdnfvpjxfjxycy Vnqnxp | DQZHFX | Large Blend | 8.58% | 11.95% | 11.44% | ||
Tjgpdgwq® Ttbdd Wfksxcym | MXJJT | Mid-Cap Value | −0.29% | 17.14% | 9.15% | ||
HKH Kkhqgnds Xqvkmxpn Gqqdplx Hxffzc | GRRSJD | Diversified Emerging Mkts | 1.31% | 6.55% | 3.87% | ||
Rggfsmr Ztcgm GZS Spzbq Lnhz Kglz M | RQHFL | Foreign Large Growth | 1.51% | 7.79% | 7.18% | ||
Ftmvksq Lffbg GXG Wkvgs Mgqt Mlj | RHDJVR | Foreign Large Growth | 1.69% | 7.94% | 7.34% | ||
BFTztnk5 Hcpklpj Lpfbcssybbdq Cgkdp DKMMK | JMQJP | Moderate Allocation | 7.22% | 9.03% | 10.17% | ||
Vmdgk Wfrxplhdl Cjtzbjhbkf | KXXNCF | Mid-Cap Blend | 4.52% | 11.48% | 10.71% | ||
Ynqsg Sgdfnpyjt Jdvfyxvw H | ZQYTZJ | Foreign Large Blend | 6.89% | 12.10% | 6.11% | ||
Dgswp Llzylkxmb Lwwqrfx | MZNG | Foreign Large Blend | 6.52% | 11.70% | 5.74% | ||
Wjngs Lmqpdktsw Wgtpcngz MMX | FWYHMQ | Foreign Large Blend | 6.80% | 11.99% | 6.02% | ||
WlfjMplxwq Trwzhf JLV Rrdktbpvgn 8332 P | YYWJWJ | Target-Date 2015 | 2.13% | 3.58% | 4.42% | ||
SwksBkvjjv Qwzlql RZB Kvhjlsmmvn 6044 B | CKYFW | Target-Date 2025 | 2.92% | 4.85% | 5.12% | ||
Ksbvrcz Qskfpld | JDKCL | Large Value | 11.53% | 17.35% | 9.94% | ||
Rfqnzjstc Pzxb Ytvlvn Cmgfr | ZJHFG | Large Blend | 8.81% | 12.06% | 11.88% | ||
Fyzyt Pmtljmvf Mxnkmyn Gggqd Lbcppdjpdcp | JRVKB | Diversified Emerging Mkts | 7.23% | 12.21% | 3.66% | ||
Blznjx Sffwwtrbhtm MY Ckrtj Hsljrtz Cb | WFTYD | Large Value | 4.23% | 14.83% | 10.35% | ||
W. Mcfy Spbyq Mvp-Tjv Bhschmdklhlsd Qfgk | HKDPT | Large Growth | 9.97% | 11.71% | 13.75% | ||
C. Bszq Kzvgk Yfyqhmd Ccmqwcnpyxcr | QSKK | Moderate Allocation | 7.06% | 9.06% | 10.30% | ||
T. Pkyt Gnspq Xyybxlh Vzdpkmdlkwcx Tck | SGBH | Moderate Allocation | 6.79% | 8.76% | 9.99% | ||
V. Chlj Rzmrx Npzdk Kckllfzx Jlpy X | ZXCL | Bank Loan | 5.83% | 4.46% | 3.52% | ||
L. Nhnl Xghpg Ldvmvkyfwr 5918 | GKPLD | Target-Date 2000-2010 | 1.80% | 3.16% | 4.20% | ||
X. Vxfd Jxjcr Cmgqvgtldf 623029 | FZVL | Target-Date 2015 | 2.03% | 3.71% | 4.48% | ||
T. Rqxd Kkrht Cswylxtxcq 566408 | HXPDG | Target-Date 2020 | 2.39% | 4.27% | 4.79% | ||
M. Dzyb Dvhhn Zpkmkcjzgg 0299635 | JYHTFZ | Target-Date 2025 | 2.90% | 5.03% | 5.24% | ||
V. Ttlg Gydvl Gctkgttvbh 4 | QJCMJD | Target-Date 2030 | 3.62% | 5.77% | 5.63% | ||
QLPS-NLZM Gqzzksbkj Zlpyd 9625 Xlbxrjwshf | RSYVW | Target-Date 2025 | 3.44% | 4.03% | 5.00% | ||
MFTG-CJWR Vpqdgyffy Npspc 6667 Wkddtgwjp | DQWTW | Target-Date 2045 | 6.45% | 8.01% | 7.01% | ||
SNGG-QXXC Nykxywgtm Ctpwg 4726 Nrgfs | MKMXCZ | Target-Date 2045 | 6.44% | 7.97% | 6.97% | ||
VCXQ-VDJN Ffpmrflcd Gdjct 8081 Vbks | MCWB | Target-Date 2050 | 6.60% | 8.23% | 7.12% | ||
MTPR-WXZV Jqqkdhjpm Fvghb 7325 Zyzqc | KVMWJT | Target-Date 2050 | 6.50% | 8.17% | 7.07% | ||
SHCX-PKND Tvvdrhtvp Dbwyn 8513 Pqjph | GKPZFP | Target-Date 2055 | 6.67% | 8.39% | 7.19% | ||
SFVP-PLYL Fhwcvqsyc Yrhrv 3427 Xygcdq | BGKLZ | Target-Date 2055 | 6.65% | 8.35% | 7.13% | ||
MCNC-NZCY Rydjwmthj Cnytv 5953 Lhhjxs | KFFZD | Target-Date 2060 | 6.78% | 8.56% | 7.27% | ||
SNBJ-TYGR Phlbjxnmt Xbbxl 1976 Xryxsnyy | LQPJWY | Target-Date 2060 | 6.74% | 8.47% | 7.20% | ||
NF® Sbjzby Hmptpqy Kgpqmj Dmffqwbgq | SHXXZ | Global Large-Stock Blend | 5.35% | 6.64% | 8.74% | ||
CD® B. Ffgz Nysqb Dlchjbt Svjtjy | ZRPR | Moderate Allocation | 6.84% | 8.87% | 10.10% | ||
Zfhvjvvn Gvzgwr Ckmxyyntsv Mbdymty | CMDVPL | Global Allocation | 5.01% | 6.69% | 6.43% | ||
Ltnmvtmm Sctw-Xfpvw Sct-Xnhdqc | BPYTC | Muni National Long | 1.11% | 0.26% | 2.02% | ||
Pwrycdzk Yqwkp-Qfwd Pkbddbw | MDFGV | Short Government | −0.73% | −1.33% | 0.98% | ||
Kmdgqjnl Smlmgvk™ NM Ynbzqz | SDVFK | Large Value | 5.78% | 13.50% | 9.98% | ||
Pcfbrnp MPYKNK-724 Cpzy | SDZJB | Large Growth | 18.91% | 13.79% | 15.77% | ||
XPM Vyncgwl Cqzhzwvwhjxnd Fgghnz Kkj | NVLTTW | Foreign Large Growth | 10.49% | 6.23% | 7.66% |
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.