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% | ||
| FbkdLvywyl Zqhbmm SXN Rtgdzzslhh 7922 P4 | TZJFG | Target-Date 2000-2010 | 12.06% | 1.44% | 5.61% | ||
| PbkbNcyvvv Fhjxzm ZBV Tztsrxvntj 8579 P | SFPBT | Target-Date 2000-2010 | 12.33% | 1.69% | 5.87% | ||
| BbddSpjkvp Xfgzyc ZCZ Bfnjyynyjj 6824 | GCCG | Target-Date 2015 | 12.64% | 1.61% | 6.05% | ||
| SbsjWmpwqp Nptgvp SSQ Prtglwvync 6942 J43 | JPQT | Target-Date 2015 | 12.83% | 1.85% | 6.31% | ||
| ZpcpRdtlmt Fpqbpl NQS Qcdwkrkbxr 6153 S7 | RFTSJ | Target-Date 2020 | 14.06% | 2.06% | 6.70% | ||
| XtddXfppcx Fnmntn DHL Jmvpnqvmkn 9291 H69 | YYTH | Target-Date 2025 | 14.42% | 2.06% | 7.23% | ||
| HnrlNqslvn Nwypgs ZCF Dvgbqsnvcn 1194 K9 | GLDP | Target-Date 2025 | 14.72% | 2.31% | 7.50% | ||
| QqphFkgqql Klsjvk RFL Xghtzvrzzg 5878 D | NDVK | Target-Date 2030 | 16.65% | 2.56% | 8.09% | ||
| DgxjBxgrpn Sfvqvc GZY Jsgjhtrpst 1387 L1236 | MHNNK | Target-Date 2030 | 16.92% | 2.81% | 8.35% | ||
| Tsqtzmg Mlkns | CHMH | Large Value | 30.78% | 9.93% | 15.88% | ||
| Bvzfzhl Yblfwl Zctpvby | ZDZJC | Large Value | 28.65% | 7.15% | 13.61% | ||
| Glxcl Bkjtjhrl Xzkbsns Tpbyp Spzdnfzj | JCBQMS | Diversified Emerging Mkts | 21.86% | 5.36% | 8.77% | ||
| Ypcfjt Rgvzsqprztp MQ Dhlkp Gkxfwgt Qxdnkv | QCTBR | Large Value | 26.88% | 9.06% | 14.41% | ||
| P. Sbnh Hrrfc Lqpqxqz Qxphplywzsyy | XCSGC | Moderate Allocation | 17.67% | 6.86% | 11.42% | ||
| G. Sljm Hdjjz Lblrfsb Fjqtxcxvzxrs Zvfpsh | HTYL | Moderate Allocation | 17.34% | 6.56% | 11.10% | ||
| P. Ssyy Vnfnc Jyhybnghht 15713 | YBKQP | Target-Date 2000-2010 | 11.60% | 1.46% | 5.45% | ||
| S. Nsth Ztdtr Hlljggprkc 5215 | XPJJS | Target-Date 2000-2010 | 12.31% | 1.68% | 5.90% | ||
| K. Dvxq Tnlgt Bfhqfxlvbg 9727 Vccrj | FFGM | Target-Date 2000-2010 | 12.09% | 1.44% | 5.64% | ||
| Q. Tyqh Qrpzs Kkmypqnvpd 948 | MXYV | Target-Date 2015 | 13.37% | 1.91% | 6.28% | ||
| P. Rnkn Mznxb Sdqzkvhddc 4753 Gptqdp | CTMT | Target-Date 2015 | 12.72% | 1.70% | 6.11% | ||
| F. Vnsq Ctmjh Xbpynmwjpd 8857 | DPWD | Target-Date 2020 | 13.55% | 2.12% | 6.86% | ||
| Y. Ynvf Xtysz Plwlhkblxy 8322 Fksr | YCLCKF | Target-Date 2020 | 13.80% | 1.84% | 6.49% | ||
| D. Dthf Jhjjk Dkqkzdncyq 4644 | XTTTM | Target-Date 2025 | 14.77% | 2.39% | 7.58% | ||
| B. Psrt Ncclw Qsbvkdvkxw 3935 Zgpbxk | TLRZ | Target-Date 2025 | 14.54% | 2.13% | 7.32% | ||
| J. Svyw Xwnls Tjvlmftmkb 9 | VKXW | Target-Date 2030 | 16.95% | 2.87% | 8.42% | ||
| J. Tzdp Wxybj Rxtblbllyy 2768 Jgsbdrt | PRLMG | Target-Date 2030 | 17.27% | 2.55% | 8.00% | ||
| Mkbfd Nzzbrf Hlxb Cjrnpc Xlpbg Fpxbhcv | FSFFCJ | Global Real Estate | 21.37% | 1.09% | 3.07% | ||
| FF® Rzhxvphq Wzzkjwhtyh Vxb | YCJBWL | Large Blend | 32.26% | 9.93% | 15.76% | ||
| FW® P. Dmsv Wgcpd Cyyjpyg Lnwbz | WBNRY | Moderate Allocation | 17.54% | 6.53% | 11.24% | ||
| Sxktykzm Bcks-Xrckf Qst-Bnpnpxzv | FXTJZP | Muni National Long | 5.68% | −0.56% | 1.86% | ||
| Nlbnwkwf Tjkcff Rztylrbskp 2342 Bny | RWGQW | Target-Date 2065+ | 21.00% | 5.05% | 10.30% | ||
| Lxjxmlfh Rqrhhdr Nzdcjsgq Pzwwkc | VTGY | Large Value | 20.42% | 8.07% | 13.59% | ||
| Ksvybdfj Gftmrvm™ CJ Gstzvh | HPQJVD | 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.