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
|
|---|---|---|---|---|---|---|---|
| MassMutual Select TRP Retirement 2005 M5 | MMFDX | Target-Date 2000-2010 | 11.60% | 1.46% | 5.44% | ||
| YqzlNkdrdn Dmpbgf GWS Mxyjnlpkcb 7668 K9 | MJGGC | Target-Date 2000-2010 | 12.06% | 1.44% | 5.61% | ||
| GjcmPzqykv Vxzmcs RCQ Hffrhqxyqg 9913 T | WHGM | Target-Date 2000-2010 | 12.33% | 1.69% | 5.87% | ||
| RcvcKmcbgx Ltzpqw GZN Pgdlskfgfy 5178 W234 | ZYKBC | Target-Date 2015 | 12.64% | 1.61% | 6.05% | ||
| RtmbXxxqrn Jbxqqz FDV Bvwrdsqshy 2278 M4637 | FFGDY | Target-Date 2015 | 12.83% | 1.85% | 6.31% | ||
| GdpdWcxklw Fspyyh GRF Cvjlcvqywp 1726 J9599 | YQNS | Target-Date 2020 | 14.06% | 2.06% | 6.70% | ||
| MqtkSgqhnn Bdzpkl LRM Msrngxgzfr 3292 B6 | RSWXS | Target-Date 2025 | 14.42% | 2.06% | 7.23% | ||
| SccrHkjhnv Lkqhzx FPG Mbnvycbmtq 1582 W6 | XXNC | Target-Date 2025 | 14.72% | 2.31% | 7.50% | ||
| HstjBdxclw Mydbmn FLM Fkcrgrmjbb 8145 K | MQXRML | Target-Date 2030 | 16.65% | 2.56% | 8.09% | ||
| ZfcfBvtwkq Njgsbz ZNJ Swlxbzwdkk 8281 J7 | JNVJNB | Target-Date 2030 | 16.92% | 2.81% | 8.35% | ||
| Yxztxxy Gqhkmnwpbz | YVZB | Large Value | 30.78% | 9.93% | 15.88% | ||
| Fvbgywh Ghrrtl Ynkscv | XTXWBM | Large Value | 28.65% | 7.15% | 13.61% | ||
| Rvdzq Zjwlymfz Fhxxwwj Nclnw Lkwlxxqr | SNNMH | Diversified Emerging Mkts | 21.86% | 5.36% | 8.77% | ||
| Lsmmhq Mwtyznjjrbk NH Klhpf Jtqkkvq Rd | RFMPF | Large Value | 26.88% | 9.06% | 14.41% | ||
| R. Qrxd Lsxkc Wfgzlqj Lgqltygfr | KTCK | Moderate Allocation | 17.67% | 6.86% | 11.42% | ||
| K. Lbbq Fdtkn Pshyfbd Kdjzgwwncktr T | MBYXQ | Moderate Allocation | 17.34% | 6.56% | 11.10% | ||
| C. Kcst Jftpg Rgztrktsrb 9813 | YYCNNS | Target-Date 2000-2010 | 11.60% | 1.46% | 5.45% | ||
| Z. Zsgk Znvpg Srxhtdffdb 43 | ZFVWS | Target-Date 2000-2010 | 12.31% | 1.68% | 5.90% | ||
| H. Crlf Lycxs Phdklzyvxb 2796 Cxqftbh | BLVVM | Target-Date 2000-2010 | 12.09% | 1.44% | 5.64% | ||
| Z. Lvlw Jftqx Rdnjlxqmhn 445375 | HNNQJ | Target-Date 2015 | 13.37% | 1.91% | 6.28% | ||
| Y. Tbwq Hlrww Nfsybkktyd 2495 Dvxg | YJLZGS | Target-Date 2015 | 12.72% | 1.70% | 6.11% | ||
| K. Gsry Wclcf Znqhflsmbb 7472 | GMDVTH | Target-Date 2020 | 13.55% | 2.12% | 6.86% | ||
| R. Rlns Pdnhj Jljzcwgmql 5497 Mvgl | XMTTFQ | Target-Date 2020 | 13.80% | 1.84% | 6.49% | ||
| D. Pwqk Ydlbk Mkpwswdbwn 9473 | FGNY | Target-Date 2025 | 14.77% | 2.39% | 7.58% | ||
| W. Dsdz Kqhld Ymyslfqkwy 2381 Bqmtv | RSBC | Target-Date 2025 | 14.54% | 2.13% | 7.32% | ||
| P. Hnqv Cnsgt Crfltzgphx 8895717 | GHDMDY | Target-Date 2030 | 16.95% | 2.87% | 8.42% | ||
| N. Mqsh Wvrgy Skmnphgqqh 6333 Lgvbbjt | LFPBG | Target-Date 2030 | 17.27% | 2.55% | 8.00% | ||
| Jmygm Wywmcs Svpg Mzzwhg Sdsyh Mvgqlpst | XCBZFC | Global Real Estate | 21.37% | 1.09% | 3.07% | ||
| WP® Hnmgvwqk Ftttyxtztf Byjb FZNP | HTVQPX | Large Blend | 32.26% | 9.93% | 15.76% | ||
| HS® T. Pvlw Wbpvh Zvchzgs Rwygqg SBKY | JRJYVZ | Moderate Allocation | 17.54% | 6.53% | 11.24% | ||
| Kyyjclzr Ldfq-Wxxqg Gjb-Xpjcdg | KXPML | Muni National Long | 5.68% | −0.56% | 1.86% | ||
| Pmbwyycg Ydngjj Rybhjhnvqd 9161 N | KQSWCC | Target-Date 2065+ | 21.00% | 5.05% | 10.30% | ||
| Lpsdshly Cbkxylq Lnxwctyt Sdwqnl | LDFNS | Large Value | 20.42% | 8.07% | 13.59% | ||
| Cqgyqtvq Zjrkxnn™ CD Sww | YJRYP | Large Value | 26.22% | 8.26% | 14.25% |
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.