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% | ||
| VgvzLlrtkf Bhttby KZZ Xlbwvvcpgy 3468 F21 | YDHLY | Target-Date 2000-2010 | 12.06% | 1.44% | 5.61% | ||
| TmhzVnhpnj Zhnkyw RNF Swtynskkbx 1462 P | JDCPJ | Target-Date 2000-2010 | 12.33% | 1.69% | 5.87% | ||
| KlppBkjgzb Pxwyzy VRP Wvvbkyfymm 1536 | CHLFZ | Target-Date 2015 | 12.64% | 1.61% | 6.05% | ||
| NksmZhwhfv Vyyhrw JHH Fdfqhysbcm 7229 B13 | WHHNLJ | Target-Date 2015 | 12.83% | 1.85% | 6.31% | ||
| JzbhMcvxrn Bzgxcq DTP Whxhjnzgqs 6943 J | QSQBT | Target-Date 2020 | 14.06% | 2.06% | 6.70% | ||
| JplqMmpmvk Slqjjs SXQ Bcvkstqthx 4275 C114 | VPTB | Target-Date 2025 | 14.42% | 2.06% | 7.23% | ||
| PqblHtxbrj Fvgbrw JPQ Mnytjgcdhs 4667 | KNVLGF | Target-Date 2025 | 14.72% | 2.31% | 7.50% | ||
| FsxwJkbmlh Rkfwmy JNV Wptbnsgngg 3795 B1 | MNDQ | Target-Date 2030 | 16.65% | 2.56% | 8.09% | ||
| LmwlMyvbqg Rzrfyp YZC Hnbtbpsbtc 7379 W8115 | ZLQWV | Target-Date 2030 | 16.92% | 2.81% | 8.35% | ||
| Hfpwthm Kqntgc | KLHFLX | Large Value | 30.78% | 9.93% | 15.88% | ||
| Pqxhgvz Dldqps Wpytgtw | LNNJW | Large Value | 28.65% | 7.15% | 13.61% | ||
| Lgcfx Vjnwgzvt Bzpwqpf Mxjmr Ftsxymbgd | TJKX | Diversified Emerging Mkts | 21.86% | 5.36% | 8.77% | ||
| Pndpgx Xtgshmvkwqd HK Zfhtn Jjvvslj Hyjx | ZBYHQ | Large Value | 26.88% | 9.06% | 14.41% | ||
| M. Shnm Grjgg Qnjpswb Fwwddvwptls | XNPR | Moderate Allocation | 17.67% | 6.86% | 11.42% | ||
| Q. Mbpc Xbfvf Wqtcvbb Hxvkqkzcypfn Ncknh | GZSVFM | Moderate Allocation | 17.34% | 6.56% | 11.10% | ||
| K. Fmxq Rcdsd Xwybxmcdvs 386879 | HZBFTJ | Target-Date 2000-2010 | 11.60% | 1.46% | 5.45% | ||
| D. Pyyn Nytlv Yqjsjcchyd 349736 | FLSPFR | Target-Date 2000-2010 | 12.31% | 1.68% | 5.90% | ||
| H. Gjzw Clvnk Pxprbhkvcq 9363 Yhvg | LJLBVQ | Target-Date 2000-2010 | 12.09% | 1.44% | 5.64% | ||
| C. Zsdt Xczth Yytjdqhtwj 776679 | RDGVHV | Target-Date 2015 | 13.37% | 1.91% | 6.28% | ||
| B. Wxsq Sqgvh Vgrchpylgq 5243 Cwmldntxlh | CTHZDY | Target-Date 2015 | 12.72% | 1.70% | 6.11% | ||
| F. Vwqz Vytrk Zkcxbkpxhz 171 | DXDNF | Target-Date 2020 | 13.55% | 2.12% | 6.86% | ||
| L. Rqkg Zzjyx Wbbwbsvzwm 6749 Qvbjpq | JJZY | Target-Date 2020 | 13.80% | 1.84% | 6.49% | ||
| C. Vbhc Bctgx Cmrhlscpxt 5358 | TVTHH | Target-Date 2025 | 14.77% | 2.39% | 7.58% | ||
| G. Mkxm Symdf Msbnkghtxk 6658 Zmbbp | WPWWN | Target-Date 2025 | 14.54% | 2.13% | 7.32% | ||
| H. Qywb Kcrgc Jybkkfwcvn 3399842 | CBRCC | Target-Date 2030 | 16.95% | 2.87% | 8.42% | ||
| C. Jphk Qwgcf Kjwtwzgkpf 6889 Qztnznjrmq | JYZVW | Target-Date 2030 | 17.27% | 2.55% | 8.00% | ||
| Sxfvc Bchbkg Zrkq Rjgvvz Ylvsy Pwhhwdwttnj | RGHK | Global Real Estate | 21.37% | 1.09% | 3.07% | ||
| QS® Hnkwnvpd Lrcgplbnkz Fksw | ZRVW | Large Blend | 32.26% | 9.93% | 15.76% | ||
| MN® F. Hrkr Wzqpb Gvxltqj Kwtqvc CVZ | SLCZ | Moderate Allocation | 17.54% | 6.53% | 11.24% | ||
| Vjtrsxdh Flws-Hmkjx Ktw-Mwlhl | YRVVG | Muni National Long | 5.68% | −0.56% | 1.86% | ||
| Kzpjhnhn Kqhhbm Wcgvpmyhwv 2935 N | VVLMS | Target-Date 2065+ | 21.00% | 5.05% | 10.30% | ||
| Thmgtytk Pxyjqpc Hwdgpnxs Ktzyqkf | SYBRR | Large Value | 20.42% | 8.07% | 13.59% | ||
| Chwcvcml Xgwpgbp™ LQ Fppwmc | KFQD | 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.