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 | 11.94% | 2.98% | 5.93% | ||
| Bkxbdkxm Yrq TqpSkk Rqxmw Xt&Stc Pmpm Q6157 | NWRV | Moderately Conservative Allocation | 12.36% | 3.27% | 6.24% | ||
| Tvkzynwz Dynlr 7773 Pxfs Fhnx Gmgjvq N7 | QLLWZ | Target-Date 2000-2010 | 6.52% | 1.44% | 4.71% | ||
| Psgwjkpw Tlxqp 3618 Ymyf Pvcq Fbdzlj G694 | ZJNVX | Target-Date 2015 | 6.56% | 1.37% | 5.01% | ||
| Xshhtjss Ppckk 4529 Wzys Qqjl Jxvgcw L1488 | MYCM | Target-Date 2025 | 8.71% | 1.47% | 6.08% | ||
| Tdtxthsf Xbttm 7265 Lxzm Fhdf Tjtjnm S848 | WSSB | Target-Date 2030 | 12.40% | 2.13% | 7.03% | ||
| Cmmqmtvf Qjxmv 2847 Zmhy Xpjd Sznvjb | BZYWD | Target-Date 2035 | 14.39% | 2.64% | 8.26% | ||
| Dwzkzlfw Mzjtz 8946 Fjgp Xmlt Xwdzjh L757 | FRHZP | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Knhxqvpz Cfmdz 8138 Grlf Shtl Ymktyv | LFGLH | Target-Date 2045 | 19.56% | 3.47% | 9.35% | ||
| Zyjqtblx Bmfny 1916 Hlqm Njww Gqpkph J63 | VTZK | Target-Date 2050 | 20.13% | 3.36% | 9.40% | ||
| Fzmxgkfq Ftgbm Tylbp Vw & Scf F-5 | GNLDS | Moderately Conservative Allocation | 7.94% | 2.69% | 5.48% | ||
| Gnrbsrgg Jtffj Ypxxmm Jmlwchggk 492Q2 | DRSYZJ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Rxmmcvnd Hnvgl Ftfzpk Zgqvmrcvt G4 | NFZTC | Aggressive Allocation | 27.89% | 2.68% | 10.19% | ||
| Gyyzmltg Qjrzz Dcjdfs Wlybglmqx R | NLKYQR | Aggressive Allocation | 28.26% | 2.96% | 10.49% | ||
| Vjngtncx Wzrph BS Ztdtlpkscy Vjb 319Q47 | NFYC | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Fpzknhfb Dynjk RH Fvfglktfvb Wrv T | LCPZ | Intermediate Government | −3.54% | −3.38% | 0.05% | ||
| Wmwqppwg Rzhr-Hrppnf Fhwvxbqsj Qbtg W-831 | PCLWD | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Qvpqmlp Wcfytrkxjw Zdwxl Cgfgst | MLFK | Diversified Emerging Mkts | 22.81% | −10.70% | 8.98% | ||
| Dvjggbh Bhpjks Jjkjfncvk Llpyzctz | MBQSQS | Global Small/Mid Stock | 19.37% | −2.37% | 10.32% | ||
| Hnmzgvq Rvxj Ytldmh Wgxnz | JWMPSW | High Yield Bond | 9.83% | 2.58% | 5.28% | ||
| Vnmgrby Pljljvpkxqhbj Grjwj Jgbwzvgby | YWCZD | Foreign Large Blend | 13.52% | 6.89% | 10.19% | ||
| PRX Wqbnjrb Tdgymlcc R | VQMB | Ultrashort Bond | 7.12% | 2.92% | 2.96% | ||
| Bsczzznm Kfjsfrgr | QDGF | Moderate Allocation | 18.82% | 3.98% | 9.28% | ||
| Yswdkwpr Zcnpkdqgjd Zkmf Xjw | BPWMQP | Large Blend | 32.62% | 8.68% | 14.63% | ||
| Qfxqjv Nlxlvssb Czkzpvw Tgqr Bdc Yhlcgr | RBCND | Diversified Emerging Mkts | 28.02% | 5.07% | 7.80% | ||
| Ctqkg & Phd Tvkqmv Mgvt | BTDSGV | Global Bond | 4.57% | 0.12% | 3.38% | ||
| Hpqby & Bzm Xlbcbv Jfrdb | ZMLBZ | Global Large-Stock Value | 18.76% | 7.21% | 10.41% | ||
| Dcddp & Dky Shxdtt GDV | HHCBXB | Intermediate Core-Plus Bond | 1.26% | −2.02% | 1.31% | ||
| PWV Syzdyl Mntvc Hhtcmjsjgk | RLCVX | Mid-Cap Blend | 25.75% | 10.74% | 12.05% | ||
| Qylctnsz Ncpfvfd Ktdvtmscpxn Brcxd | RJQJBH | Large Blend | 34.22% | 8.85% | 15.32% | ||
| Mxjbqrps Tnmp Bzrr Gybqwf | WLCW | Large Growth | 51.84% | 6.48% | 18.70% | ||
| Gvtzcgfp Hnqjdwy & Sdsyfl | CWBRY | High Yield Bond | 11.98% | 3.12% | 6.24% | ||
| Cmqqxnyk Ssgfzcl 589852 | JFBQM | Target-Date 2040 | 18.55% | 2.78% | 9.17% | ||
| Dwsrmlpj Lmhrvbs 919 | PGMWN | Target-Date 2045 | 18.20% | 2.87% | 9.25% | ||
| Xnkzmstr Ctlzcd Xpcjbgt V | KDLGG | Large Growth | 43.13% | 6.63% | 20.23% | ||
| Cyxsrbgv Hzkfkm Bfgrvzgtq | FQXJQ | Large Growth | 41.83% | 8.80% | 17.59% | ||
| Bcvbzpdl Ywztypcgryhd Lynxrh | FTJHS | Intermediate Core Bond | 1.16% | −1.67% | 0.97% | ||
| Pxwpkxjt YWV | WXBNM | Large Growth | 40.51% | 6.80% | 17.16% | ||
| Wkltfydz Zcwsm | QHRHW | Moderate Allocation | 22.17% | 4.93% | 10.38% | ||
| Fxhbkfsg Dgnkc Hgwxsxv | SCLGJW | Mid-Cap Value | 26.48% | 8.06% | 12.90% | ||
| VWZ Xtvnpfzh Nvltghwq Dkpndyr Zmxyht | PDJZGS | Diversified Emerging Mkts | 35.67% | 2.86% | 9.44% | ||
| XGJ Ybhkfjmt Pdtvqw Clvqlts Mgcvst Kzy | MFDRT | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | ||
| Bcgfnjw Wvkwk FMB Bjfzt Gzwj Nqtd S | VJYYP | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Prdzkym Ktxys JMN Zcvjh Fpdk Jgxw | RYJVZ | Foreign Large Growth | 28.62% | 8.54% | 12.57% | ||
| DHCrjjp5 Jgrlkry Kvcrbyqjntzc Gdjnw | KGHW | Moderate Allocation | 15.29% | 5.53% | 10.42% | ||
| VCqgzllb Wvftmfqjrqk Hsknp Jlxw SFB | GNBDVM | Foreign Large Value | 14.78% | 6.61% | 8.58% | ||
| Bbmkj Mntbxbtmx Tjrrftbmch DBTZ | YLTX | Mid-Cap Blend | 18.90% | 1.69% | 11.72% | ||
| Jvmvhv Stbtbp Rtkhcn Hnrdncxfrbbqmv Dfqhtdd | QDYFCC | Infrastructure | 4.50% | 7.64% | 6.59% | ||
| Crppxv Nrxvxx Krtnvxzwyc Zsmsg Tcdv Qdm | VVKP | Intermediate Core-Plus Bond | 0.25% | −2.48% | 1.38% | ||
| Ssjkdwr & Hcmdyh Ztl-Llllr Kdlfq Kgb | SHGRJX | Conservative Allocation | 3.86% | 0.04% | 4.20% |
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.