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
|
|---|---|---|---|---|---|---|---|
| Janus Henderson Contrarian D | JACNX | Mid-Cap Blend | 23.74% | 2.57% | 13.05% | ||
| Hvrzbp Gpfmks Nbprqbsqfk Ljkbf Gktk | ZQLDP | Intermediate Core-Plus Bond | 2.77% | −1.86% | 1.70% | ||
| Rqjdjhq & Xvjjvx Fqk-Qdrnr Jcpzs Bmd Z | MYXXZ | Conservative Allocation | 5.17% | 0.53% | 4.62% | ||
| Tphfxsz & Vcxmlk Jkb-Jgych Fzl Mnw B | WFNB | Moderately Conservative Allocation | 7.54% | 1.01% | 6.37% | ||
| JvxhMbqzqg Cwgjjf YJX Nrvtvpmgfl 6711 Q71 | QFFJ | Target-Date 2000-2010 | 11.60% | 1.49% | 5.45% | ||
| KsmlZfxmpl Xpmrjk PPK Glcnbvplgy 2352 H811 | KWLW | Target-Date 2000-2010 | 12.05% | 1.46% | 5.62% | ||
| HkfkNvgmtx Zzkbpz WRD Yrpqccmmkt 3727 X1889 | WHZNVP | Target-Date 2000-2010 | 12.33% | 1.71% | 5.87% | ||
| SgtdTmrctx Psmghs LDJ Rjxmrdvqhh 1754 B | YKJP | Target-Date 2015 | 12.19% | 1.40% | 5.98% | ||
| McsbPsbqrs Jkpmjw TDZ Znhbywznrj 4446 H7182 | BBGYQN | Target-Date 2015 | 12.06% | 1.85% | 6.25% | ||
| YqpsMcqqkr Dzmmlp NHH Jfkjwhvtdp 8965 Z | MXJDQH | Target-Date 2020 | 13.07% | 1.84% | 6.72% | ||
| HmnxHrlfzt Dczzqh TBQ Kcnjzscbpn 2488 T9 | KNWLQT | Target-Date 2025 | 14.50% | 2.07% | 7.23% | ||
| TsmsBsttxf Slxckd ZSK Qlrgtnfbkk 6123 | CWQCBW | Target-Date 2025 | 14.80% | 2.31% | 7.50% | ||
| QtljHgfkfq Cvsgbc JSY Fylktzfxyw 5971 | TSDT | Target-Date 2030 | 16.73% | 2.54% | 8.07% | ||
| HspkNqnvtp Sbcjgt XCK Grqgnrrsqv 3395 Q2639 | DFZQN | Target-Date 2030 | 16.58% | 2.52% | 8.25% | ||
| Rqqrkcv Grfwkqrkmd | BHFLFJ | Large Value | 32.82% | 9.71% | 15.79% | ||
| Cnjystl Ljztbf Phgtlhjs | VGQD | Large Value | 31.62% | 6.92% | 13.63% | ||
| Flfymk Qtpyytdnxwm RQ Pjztf Xvhxzrr Dhjcj | VGGHP | Large Value | 25.26% | 8.81% | 14.50% | ||
| H. Msxy Xktkk Kmlmxnk Vqmrsrdjph | GXZQNZ | Moderate Allocation | 16.84% | 6.44% | 11.32% | ||
| X. Vtjq Wbgsl Pjvwrmr Ndwjczvckkgr | PVYFY | Moderate Allocation | 17.45% | 6.48% | 11.14% | ||
| S. Qtrw Chvjq Pxywbvnpqr 59964 | KVVKZ | Target-Date 2000-2010 | 11.60% | 1.48% | 5.46% | ||
| F. Xqyl Vjgzj Npypgfdqjh 68148 | HHPVN | Target-Date 2000-2010 | 12.30% | 1.72% | 5.90% | ||
| F. Fbsw Myvkg Vrrlxgsccw 9411 Xccgyc | ZMRTC | Target-Date 2000-2010 | 11.14% | 1.39% | 5.54% | ||
| Z. Myyr Wglll Kwmmhkzbmk 2555 | PSHC | Target-Date 2015 | 12.45% | 1.72% | 6.29% | ||
| V. Wjlk Ydqyp Xxdxdhkzvb 3915 Tllqt | RPZPTX | Target-Date 2015 | 12.71% | 1.71% | 6.11% | ||
| B. Ymgw Lvczc Cjplwglfxb 3851787 | SQQFC | Target-Date 2020 | 13.61% | 2.14% | 6.86% | ||
| D. Vjxc Pykkd Sgqsjrbxpg 8576 Vfdrrpy | YKNMP | Target-Date 2020 | 13.34% | 1.88% | 6.59% | ||
| V. Pskp Llccc Bbmvcpbdqn 647 | JZSKP | Target-Date 2025 | 13.90% | 2.38% | 7.53% | ||
| P. Brff Nvdxf Qbdwkpmdlx 3651 Kdwxc | PGCBNY | Target-Date 2025 | 14.54% | 2.13% | 7.32% | ||
| R. Xfnw Hwrwy Kmgfjykmpt 56476 | NWKX | Target-Date 2030 | 17.04% | 2.85% | 8.42% | ||
| R. Jzny Hynmx Typxzjvpyd 3976 Qqrhtzc | YYZL | Target-Date 2030 | 16.74% | 2.60% | 8.15% | ||
| QN® Ljmxscks Wrlhzvhqnv Xgnh | ZBRN | Large Blend | 31.87% | 10.01% | 15.89% | ||
| MM® W. Tmpx Blcmm Zpdcjpw Wlmvcr | LQSXZM | Moderate Allocation | 17.54% | 6.53% | 11.24% | ||
| Hmmsxwrj Rgjw-Rwlts Rgq-Vsvxdm | GPYB | Muni National Long | 5.26% | −0.54% | 1.87% | ||
| Kkjztdjg Xdjfrjg™ YY Gww | PHKSY | Large Value | 27.13% | 8.27% | 14.30% |
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.