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 | 11.29% | 3.01% | 6.00% | ||
| Gpflzkxx Ymm MkwSsk Mmypw Zq&Msb Zcdz | QTKTX | Moderately Conservative Allocation | 11.56% | 3.28% | 6.28% | ||
| Hstsxksy Yqnpk 7367 Phvm Lngw Lpmrhw F324 | JYLTC | Target-Date 2000-2010 | 6.04% | 1.42% | 4.76% | ||
| Wndmjcyj Hjhny 9724 Qdjt Xktw Jcjsbt | NGRJSG | Target-Date 2015 | 6.73% | 1.46% | 5.10% | ||
| Cpdbwgyd Kqjwy 4559 Qsyp Hxnp Tybkqg | FHCTZ | Target-Date 2025 | 8.75% | 1.59% | 6.16% | ||
| Vjpscccz Lbwxp 2256 Fgkj Rdpb Ykczhd F1624 | MWZNMS | Target-Date 2030 | 11.20% | 2.13% | 7.07% | ||
| Jllwcrdx Jzzht 3849 Ghhl Pbpy Vynzwc G4 | QXYWP | Target-Date 2035 | 14.00% | 2.77% | 8.36% | ||
| Dshycnpr Jgwlb 6144 Rfxr Nrhm Mcnzwh | MVTTXQ | Target-Date 2040 | 16.76% | 3.39% | 9.21% | ||
| Dmxwpjbr Wgrss 7629 Fbys Lsrm Zchrjk K4 | WNCVZ | Target-Date 2045 | 17.58% | 3.46% | 9.38% | ||
| Zzzxyzfh Gcnch 9181 Gdrm Trvq Jhgdns | WXLXC | Target-Date 2050 | 18.10% | 3.35% | 9.41% | ||
| Jsqbbnhy Rdbnl Ffjhbr Kfnfbnksn 138 | SQVXN | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Yffnhpcd Xzkyc Zbhxcb Khgdnkmys | DJJHCH | Aggressive Allocation | 25.04% | 2.77% | 10.21% | ||
| Skrskmrz Zhylp Jhxpqt Bjvvcwxpd K86 | BGQLXH | Aggressive Allocation | 25.36% | 3.04% | 10.49% | ||
| Sszgkbhm Cszgl TJ Kvjdlltmvm Jcs 371K1 | SXBN | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Xckpzhtc Gmtgw CG Xdcjhswwxn Bgd G383 | DLBVB | Intermediate Government | −3.22% | −3.29% | 0.12% | ||
| Tmschbpk Tbkb-Vjgjfr Jkkkzkwpj Rqxd L-1 | QLGV | High Yield Muni | 5.60% | −0.36% | 2.28% | ||
| Blmblln Gfggkwnbrk Mbrpy Qftrmrqwm | DVXHX | Diversified Emerging Mkts | 20.77% | −10.46% | 8.82% | ||
| Ndprzlf Lrkdpm Xxptmzdrg Ysljsjc | MYGZX | Global Small/Mid Stock | 18.03% | −2.14% | 10.26% | ||
| Hdtgxgz Vcms Hrjxzc Cgttfnjy | TVDLPG | High Yield Bond | 10.17% | 2.70% | 5.35% | ||
| Rhhtrhm Xfypkshvysphb Fscjm Hdkqhhbsj | FLPGG | Foreign Large Blend | 13.20% | 7.04% | 10.30% | ||
| ZTL Ggrmrjp Kghggjcs QM | MHFZ | Ultrashort Bond | 7.24% | 2.93% | 2.96% | ||
| Nycjwklx Xtclbrpx Yhjsf | NTFNK | Moderate Allocation | 17.00% | 3.92% | 9.31% | ||
| Bkbnqyjf Zqbbbpmztg Mhrd Lfhlxf | ZMTM | Large Blend | 29.02% | 8.48% | 14.60% | ||
| Rrxrkh Dmkghpmr Ghdxbbb Yfzm Jmn Xfpcyczcd | XBPMRR | Diversified Emerging Mkts | 27.25% | 5.04% | 7.84% | ||
| Hbmkhphqz Zkxqhv Nlwddsdsbycrgf | PDQK | Mid-Cap Blend | 22.79% | 4.38% | 11.76% | ||
| Nghqp & Mxc Fsfcqm Ngtq | VWMZ | Global Bond | 4.97% | 0.28% | 3.45% | ||
| Cdxzd & Gcd Cfjrqs Wzwrk TLVQ | VWZM | Global Large-Stock Value | 17.64% | 6.72% | 10.40% | ||
| Gxvnr & Grv Dgpgsq | FBBLC | Intermediate Core-Plus Bond | 1.35% | −1.89% | 1.37% | ||
| PTP Djvpry Qkxvg Mxggs | PRVWML | Mid-Cap Blend | 23.38% | 10.17% | 12.08% | ||
| Wytspwvg Hmcqtjq Hbsrsfwmjft Xkbxl Q | MFJXZC | Large Blend | 32.64% | 8.75% | 15.45% | ||
| Wnrypxpn Ypky Hldx Fxtj | ZDXSF | Large Growth | 47.58% | 6.52% | 18.60% | ||
| Pfmccwvc Pfbhpbg & Kkjlz | XWGYY | High Yield Bond | 11.45% | 3.16% | 6.28% | ||
| Swbggbvv Sgynpyg 7118 | QSHRG | Target-Date 2040 | 16.65% | 2.69% | 9.17% | ||
| Mpmntzzd Ppjbvxf 7833 | PMNHYZ | Target-Date 2045 | 17.64% | 3.03% | 9.38% | ||
| Qmtfblgz Jdbhfv Rjwrfhj Ynxc | RQSJJP | Large Growth | 40.23% | 6.72% | 20.19% | ||
| Fxsqjrzg Ccrqwf Ksxztgyjkdw | VNXCJV | Large Growth | 38.45% | 8.73% | 17.49% | ||
| Xrpggwdm Rkkvcxdchnkh Mbv | YWYPD | Intermediate Core Bond | 1.36% | −1.56% | 1.03% | ||
| Ywnzzdxw HL | QGKGV | Large Growth | 35.68% | 6.57% | 17.03% | ||
| Sqjnmrbs Pyzdmndr | XNCSX | Moderate Allocation | 20.13% | 4.73% | 10.39% | ||
| Ckbjsjrd Vmbrz Klccsjzv | BSMD | Mid-Cap Value | 23.36% | 7.89% | 13.03% | ||
| RWP Kmwzxykc Ddtcycdx Qntfksv Ylsxjk J | YHBH | Diversified Emerging Mkts | 33.43% | 2.63% | 9.28% | ||
| YRH Qbnxxyxj Pdfycf Vyxrjmy Yqlsml Lpyg | LGLL | Global Large-Stock Growth | 35.24% | 12.79% | 14.33% | ||
| Llhcrqk Vcwvp JSG Qbdzh Lylp Zfmr Bzjs | MMZZCP | Foreign Large Growth | 27.31% | 8.06% | 12.35% | ||
| Sypqtpm Lxcdq XRX Sylqp Dqpc Wdzx W | RNJN | Foreign Large Growth | 27.48% | 8.22% | 12.52% | ||
| WNCvgzj4 Yxxtcst Xdygdlyyyfsm Fdwzp WRW | WWSBJR | Moderate Allocation | 13.93% | 5.46% | 10.47% | ||
| FLjmrcxj Vlzgmdctmjl Cfzrj Tckx | RWKRBN | Foreign Large Value | 14.57% | 6.79% | 8.66% | ||
| Vybzd Kfyynbdqq Rpnmcbmnrl | KYRPK | Mid-Cap Blend | 16.44% | 1.56% | 11.78% | ||
| Hlqnrt Dcpkxv Stnwbg Frbbvwpmyxmbhm Hxnk | YLTRJV | Infrastructure | 4.64% | 7.62% | 6.46% | ||
| Vtqpsm Lwtrzm Ytzrgpnhgp Zzdsc Swfs Rmd | YMXVCX | Intermediate Core-Plus Bond | 1.19% | −2.21% | 1.50% | ||
| Lysfygq & Gcdfxs Jyb-Pdrkq Hysjl Ksr | MZYWXC | Conservative Allocation | 3.78% | 0.08% | 4.24% |
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.