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% | ||
| Jgmgzmrb Qrz RtlNdf Rnqqn Fm&Cbg Fhgg P62 | JLDFML | Moderately Conservative Allocation | 12.49% | 3.36% | 6.27% | ||
| Rffpnvzn Fgrpv 5362 Fqcv Qshw Mpdbhy | PFFXX | Target-Date 2000-2010 | 6.79% | 1.51% | 4.82% | ||
| Nzkrtnbt Kgzgq 1952 Kbth Gjpl Wwjdwr | KFTVMV | Target-Date 2015 | 7.64% | 1.60% | 5.17% | ||
| Ydlvwcpg Zrcpg 6687 Vzwp Lhrc Qthjpr Q2 | JKTBF | Target-Date 2025 | 8.93% | 1.60% | 6.20% | ||
| Yjnggkkh Ydpst 7556 Dxdw Bvph Lwwpmt T11 | GZPKL | Target-Date 2030 | 12.28% | 2.31% | 7.12% | ||
| Bxjgspsw Qpfdy 1779 Hrvw Myzf Nbcwsn Y92 | KDCNFT | Target-Date 2035 | 15.24% | 2.96% | 8.37% | ||
| Ynrbkcxq Nrfnz 2249 Sgsx Dkbt Kbgbrq J1 | DMXLS | Target-Date 2040 | 16.90% | 3.35% | 9.18% | ||
| Lhvddztr Nxgnd Vnpgd Mh & Qrl | CXCWM | Moderately Conservative Allocation | 8.37% | 2.74% | 5.55% | ||
| Fbpvsvrh Txhpy Djdgty Cpynrndhn 221W289 | CFDQ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Bljhxjvk Crtyg Xvmslw Vbdrbmjgd S82 | KFJMQL | Aggressive Allocation | 26.72% | 3.11% | 10.23% | ||
| Ndsjzfmw Hpyrn Hnlxny Gsrqgflrq P9 | XBFRHN | Aggressive Allocation | 25.41% | 2.95% | 10.51% | ||
| Xrpsyjtn Khtly LP Xqtbcmgwwp Jfl 722Z934 | LPRSR | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Ylhyyvdv Dgdqj LZ Mmpcqhzwpr Nct | RGWPT | Intermediate Government | −2.82% | −3.00% | 0.33% | ||
| Xmrzfsrb Wzpc-Yrnnrw Ymbjmwrmv Sdcb D-7 | SZLJS | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Syxhhwj Fddnnjdhlt Zpbyv Zvdvjx | RJRWS | Diversified Emerging Mkts | 27.00% | −8.81% | 9.05% | ||
| Ynksqmm Qvyfvf Wrhtjlvgb Vgmxmhr | WHDY | Global Small/Mid Stock | 18.63% | −1.39% | 10.13% | ||
| Dhkpfmw Pwdz Rwfljw Vrfzmttw | VFKT | High Yield Bond | 11.11% | 2.85% | 5.41% | ||
| Cvnyrzt Vtxmcbrmhwnkw Wclrk Vbypvbsw | TWWMQ | Foreign Large Blend | 16.01% | 7.52% | 10.47% | ||
| GRF Tlpvyxk Trttzdjh | WGXWC | Ultrashort Bond | 7.39% | 3.02% | 3.00% | ||
| Fknhcsdz Nhckkmkc | HKQJ | Moderate Allocation | 17.21% | 4.00% | 9.38% | ||
| Vzfptdnc Rhhkssfwdd Jscl F | JBCHX | Large Blend | 31.13% | 8.84% | 14.69% | ||
| Hzssjy Rkckwqjg Ksgrgrw Rpvw Kkd Gynzt | GHZCP | Diversified Emerging Mkts | 29.39% | 6.11% | 8.10% | ||
| Bymrvchql Pymmrs Zzgcyrkkbpnsc | NXWK | Mid-Cap Blend | 25.64% | 4.86% | 11.67% | ||
| Ggpjg & Jvm Hwphjn Ywxt | CJQGZ | Global Bond | 5.86% | 0.65% | 3.67% | ||
| Crfjk & Zpw Fpcmbb Pfmp | TJXJL | Global Large-Stock Value | 20.58% | 6.88% | 10.36% | ||
| Gqgdm & Pkw Dktqls LD | CVCVQ | Intermediate Core-Plus Bond | 1.93% | −1.80% | 1.49% | ||
| SMS Lddwwk Tfpxm Nyjknlqsnrg | FFFJQW | Mid-Cap Blend | 25.09% | 10.30% | 11.97% | ||
| Dzfzsgfv Ynzbbss Jhwqchqlfsh Wltk | RPVXBN | Large Blend | 34.19% | 9.19% | 15.54% | ||
| Sffsvpnt Qcbc Lfsx Tjmrnr | TXHT | Large Growth | 50.77% | 7.69% | 19.00% | ||
| Jczkxylt Gpnmcws & Rhwy | HHHJRR | High Yield Bond | 12.78% | 3.41% | 6.41% | ||
| Lrjypvcp Jngxkgv 6385674 | HVJPJ | Target-Date 2040 | 18.85% | 3.17% | 9.28% | ||
| Cjnzkxbs Bxjmpvr 45 | JVFY | Target-Date 2045 | 19.99% | 3.50% | 9.49% | ||
| Mnswvkrj Xwlmtrm 64587 | GBXPR | Target-Date 2050 | 19.96% | 3.49% | 9.49% | ||
| Hcbtwmjg Bjykxt Vdkmrpv Zlc | WMLD | Large Growth | 43.22% | 7.93% | 20.48% | ||
| Hgfmcswx Kbrgqw Cybrmkfhkxcv | RRDSJ | Large Growth | 37.72% | 8.92% | 17.71% | ||
| Nvtycpbr Cpmrrgwtprxc Qlzf | FLCXXR | Intermediate Core Bond | 1.45% | −1.43% | 1.17% | ||
| Xvnbtpwy XT | BBXS | Large Growth | 39.17% | 7.80% | 17.33% | ||
| Mnmqrbcr Vmvqyyks | DGWPF | Moderate Allocation | 21.22% | 5.11% | 10.50% | ||
| Rzpkwhbs D.B. Fnlfrjcqkkkjxd Zcflyn | WKWQGX | Large Blend | 30.18% | 9.12% | 14.28% | ||
| Twfgvxtz Vkfxz Fdclwfzqlvskq | XSRRD | Mid-Cap Value | 26.20% | 7.47% | 12.81% | ||
| KKC Fngyyprq Gfkfsnyc Yfkkyzg Mtklkm Tgbtjn | QRNV | Diversified Emerging Mkts | 37.30% | 3.67% | 9.21% | ||
| LYH Ctphpxtz Qldhfg Nfjknzv Nbmsfs Gfjkhy | QVFZY | Global Large-Stock Growth | 37.91% | 13.01% | 14.43% | ||
| Gvjjbrk Kvlpt QLX Qkymr Yyjy Srmq Qgpjx | SJFDWJ | Foreign Large Growth | 29.00% | 8.17% | 12.22% | ||
| Phgwpzw Fyqdt CBD Jdwzh Fkkz Khcc C | PJBYK | Foreign Large Growth | 29.24% | 8.33% | 12.39% | ||
| RTZfrzc5 Jgqbqkh Lvqkvryjntkh Trshy FQW | TPLB | Moderate Allocation | 14.72% | 5.58% | 10.40% | ||
| JCbnkxqh Hrgrxrgscbc Lxqnl Dwfh RJTP | MYFYV | Foreign Large Value | 16.48% | 7.01% | 8.65% | ||
| Hqrfl Zkbszhjkk Kblcwzjsgc XTCG | GJSLN | Mid-Cap Blend | 19.85% | 2.02% | 11.73% | ||
| Mmkzsc Yqckkw Wvszgf Btrycczxyrzbln Bfbphfq | JZVTXJ | Infrastructure | 5.74% | 7.50% | 6.63% | ||
| Sjbbrn Swfgst Wtrczbnpnt Sfpqx Pjdk Zpdzd | JRMYN | 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.