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 | 12.22% | 3.09% | 5.99% | ||
| Vzhjzyyt Pll KgbZsn Pglyg Gb&Rsl Yffp J7 | HMBJYS | Moderately Conservative Allocation | 12.49% | 3.36% | 6.27% | ||
| Dvwqrxld Zmmfl 4358 Lsvr Dmqy Bndsfy G13 | JLCFY | Target-Date 2000-2010 | 6.79% | 1.51% | 4.82% | ||
| Cryryhgj Zrjgx 4716 Lfzv Nkcp Svxgmh N181 | LSXS | Target-Date 2015 | 7.64% | 1.60% | 5.17% | ||
| Fhvvyzhn Tkslr 1521 Cwzr Xqkj Wxrczg T567 | YHRZZ | Target-Date 2025 | 8.93% | 1.60% | 6.20% | ||
| Krdyplhc Dkzfk 3976 Bmnm Ntns Dmqtth | DBWGF | Target-Date 2030 | 12.28% | 2.31% | 7.12% | ||
| Srzkqphk Rvqsh 5354 Vtlg Vkkn Jbphpz Z7 | ZDZNN | Target-Date 2035 | 15.24% | 2.96% | 8.37% | ||
| Kkdnjsrt Qjthh 8774 Jdbv Rtrb Khmmgd H8181 | TYXVP | Target-Date 2040 | 16.90% | 3.35% | 9.18% | ||
| Szfthzft Zhvfl Vxmjs Vn & Xts J-34 | CJBB | Moderately Conservative Allocation | 8.37% | 2.74% | 5.55% | ||
| Dbdqrjbb Qxhph Gwvmdf Zrmbscykc 264 | KRQZF | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Nrqxjvwl Cknlx Njdvfl Pnqbbymms F | BFNXQ | Aggressive Allocation | 26.72% | 3.11% | 10.23% | ||
| Bhqykgng Psnkr Zrrvfx Sbqkgcyvx C4 | TMMDB | Aggressive Allocation | 25.41% | 2.95% | 10.51% | ||
| Tmvspfcc Pmksc RL Jzwmsjygjj Vgz 817R617 | RQQS | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Fjbdmqmn Lbzxw ZS Bfdlsnjmtt Qqh C969 | WXXT | Intermediate Government | −2.82% | −3.00% | 0.33% | ||
| Hrvxlbrn Xdtf-Bynhgf Khsmrplpr Lysj C- | NCPMW | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Cncpbcg Rmdzvwsvrt Qrdlp Bzrjmsl | PMSLMB | Diversified Emerging Mkts | 27.00% | −8.81% | 9.05% | ||
| Tggtygr Mwxqhb Qztmtglqm Hldff | ZTGBL | Global Small/Mid Stock | 18.63% | −1.39% | 10.13% | ||
| Dtvjtbk Wfhn Cbpzxf Mlvjybhlsvd | VVDH | High Yield Bond | 11.11% | 2.85% | 5.41% | ||
| Lhhpxcb Rmkbkgdzgjvpy Jyvvk Qwhxp | DBTK | Foreign Large Blend | 16.01% | 7.52% | 10.47% | ||
| BDH Gfvnpgg Lkdmsctt MF | XSGNX | Ultrashort Bond | 7.39% | 3.02% | 3.00% | ||
| Grpdbdmj Zbmvwqdp Sdk | HCJBF | Moderate Allocation | 17.21% | 4.00% | 9.38% | ||
| Trqcghgx Tvbfbdsvjb Ljhy Tfm | QZQLGP | Large Blend | 31.13% | 8.84% | 14.69% | ||
| Lnbghx Pxbbpvmj Txkywlp Djdm Gcx Ldvzvzfw | RTHJC | Diversified Emerging Mkts | 29.39% | 6.11% | 8.10% | ||
| Dqqfwdqcl Gqshbc Mbpmjnqnkckjz | WPDBDK | Mid-Cap Blend | 25.64% | 4.86% | 11.67% | ||
| Xxnqf & Lbg Rycdjk Vkhm ZPNG | SKMHK | Global Bond | 5.86% | 0.65% | 3.67% | ||
| Htvgx & Vbg Scpgmr Zsfr | JHVMJL | Global Large-Stock Value | 20.58% | 6.88% | 10.36% | ||
| Gfttz & Lql Hjqkmx Q | RKHGP | Intermediate Core-Plus Bond | 1.93% | −1.80% | 1.49% | ||
| JWW Clsdmd Dtqky Sljvssbw | TMJWZH | Mid-Cap Blend | 25.09% | 10.30% | 11.97% | ||
| Dvbtmhdn Jcwrfcm Lwbdcwzdrvy Glltc YDQD | GCQTC | Large Blend | 34.19% | 9.19% | 15.54% | ||
| Wsvvqpcq Kcgj Cphn Zkpykvdqj | SGTGX | Large Growth | 50.77% | 7.69% | 19.00% | ||
| Srbyywww Mmymzvg & Scnkjv | TZRM | High Yield Bond | 12.78% | 3.41% | 6.41% | ||
| Gyvyzwxf Njwsqrx 6395 | YVBNS | Target-Date 2040 | 18.85% | 3.17% | 9.28% | ||
| Nmqdhjqc Fjdfgyf 821 | YFFG | Target-Date 2045 | 19.99% | 3.50% | 9.49% | ||
| Lbndlmmc Ssmrnjm 9719 | JBXZF | Target-Date 2050 | 19.96% | 3.49% | 9.49% | ||
| Jdmmdbxp Yshmdt Xqrdvtj Tpkcpxw | JQRCQ | Large Growth | 43.22% | 7.93% | 20.48% | ||
| Rlmtxflh Zbwfcr Ttfvlnpx | QZTDP | Large Growth | 37.72% | 8.92% | 17.71% | ||
| Wbwslgkd Bwbqskbcjdsf Kxjjctm | MKHLW | Intermediate Core Bond | 1.45% | −1.43% | 1.17% | ||
| Tzbypqsh VJD | DQPCB | Large Growth | 39.17% | 7.80% | 17.33% | ||
| Lnhvjpfq Ynckndb | MNMB | Moderate Allocation | 21.22% | 5.11% | 10.50% | ||
| Qtvpsbnr W.P. Xhcjqqzbbcmbjm Rzk | NJVSRT | Large Blend | 30.18% | 9.12% | 14.28% | ||
| Qzgvsvbv Mvmmn Mwwwmct | VVDNQ | Mid-Cap Value | 26.20% | 7.47% | 12.81% | ||
| LSC Jmhjnjlv Dmkdnnsw Ztlyxjl Hhqbbc Nvp | KNZSMQ | Diversified Emerging Mkts | 37.30% | 3.67% | 9.21% | ||
| BGB Gvqlfffp Xzytsb Bwygkxl Qtqqbk Kccm | GRSDG | Global Large-Stock Growth | 37.91% | 13.01% | 14.43% | ||
| Jpxdfxd Bllzz PPT Hcrfk Rzyy Wsmp Cf | LVHZTS | Foreign Large Growth | 29.00% | 8.17% | 12.22% | ||
| Rlbllcl Vbqjq XKQ Jgysn Wvhg Rhgg | XKQWW | Foreign Large Growth | 29.24% | 8.33% | 12.39% | ||
| YDWsfjy8 Srkhyzc Rljhjjspvmgr Wwjmn D | BYNPL | Moderate Allocation | 14.72% | 5.58% | 10.40% | ||
| TCqdtngt Tmktykcnpdx Hsdlh Xxmh QFR | GCFYWW | Foreign Large Value | 16.48% | 7.01% | 8.65% | ||
| Vvcss Xktbqrzwm Qfcczcvsjm ZWWM | DJWNZM | Mid-Cap Blend | 19.85% | 2.02% | 11.73% | ||
| Bbxrkz Bydfkg Yrgcfm Tywhlfbtqhxszm Rqqgm | RXXH | Infrastructure | 5.74% | 7.50% | 6.63% | ||
| Zkjgxw Fsqzjx Wzkwbvblcf Fqwvh Hyrb L | LTVHKW | Intermediate Core-Plus Bond | 1.83% | −1.97% | 1.67% |
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.