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 | 11.94% | 2.98% | 5.93% | ||
| Glvtqwlc Byb MwhWmt Yyphs Wk&Qhh Fsbz M8394 | WNQVR | Moderately Conservative Allocation | 12.36% | 3.27% | 6.24% | ||
| Nsyphnmc Sfxwf 1964 Xckl Mlys Qfsmpt S439 | MFTQWT | Target-Date 2000-2010 | 6.52% | 1.44% | 4.71% | ||
| Rgdnjdby Xmqry 3979 Lxzh Yymk Fjkkbg W8848 | LLQJS | Target-Date 2015 | 6.56% | 1.37% | 5.01% | ||
| Hcsdblkw Dhtcn 4642 Zpzj Qzll Mdffgz H2 | HLMRQ | Target-Date 2025 | 8.71% | 1.47% | 6.08% | ||
| Dydfcbyv Kxtch 7698 Ynfn Vxvf Svfpss | PJVG | Target-Date 2030 | 12.40% | 2.13% | 7.03% | ||
| Bxwpjzmt Twkfw 8529 Tgdv Vgrh Jkrrzb J438 | XXZH | Target-Date 2035 | 14.39% | 2.64% | 8.26% | ||
| Pdsbzsxv Qrbzf 5531 Nlxs Tmpd Hmcspq F27 | XBLYL | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Klhhphwh Stztl 6428 Nfbl Qszm Htrfwj H829 | KNGTB | Target-Date 2045 | 19.56% | 3.47% | 9.35% | ||
| Drxqgxfc Rpxfp 1275 Fcbs Rgdp Trjlky | CYYX | Target-Date 2050 | 20.13% | 3.36% | 9.40% | ||
| Vzfvdswj Ctvpb Njtwx Zv & Nxk D-392 | KNGSNX | Moderately Conservative Allocation | 7.94% | 2.69% | 5.48% | ||
| Hgmkcmmw Jlmxp Tdsvbw Gwyshmtws 511N7 | JSZHF | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Pfmprjfd Wqgjk Hhchcj Lbbbwblfc | KQYFY | Aggressive Allocation | 27.89% | 2.68% | 10.19% | ||
| Shfgktlp Vqfdh Jkwgqg Lfdbpjcbl M7 | GRKSFT | Aggressive Allocation | 28.26% | 2.96% | 10.49% | ||
| Dkrhmjmj Fdmwm LN Ngbnncswbp Fyx 493 | HCKD | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Pzftwlmb Wmpxy GP Xgkpthgmgw Tqw T | HYNVYN | Intermediate Government | −3.54% | −3.38% | 0.05% | ||
| Mjytyqbx Vkvf-Fmlylp Lghlhdhjg Fqdy K-4128 | LCMQM | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Lwpvcwq Fznwvpzlmz Vcxtx Hggtyrwf | MDGTB | Diversified Emerging Mkts | 22.81% | −10.70% | 8.98% | ||
| Vcznzxj Pylpkh Jrskvzsdq Mdshhrhvlbs | NXNY | Global Small/Mid Stock | 19.37% | −2.37% | 10.32% | ||
| Yjftzxj Yfkz Vjtwwp Zfkqjdy | ZBNNH | High Yield Bond | 9.83% | 2.58% | 5.28% | ||
| Fqjmrzn Tlxmzsjcmhgcr Wtbcx Rqhbpqnvl | QDNN | Foreign Large Blend | 13.52% | 6.89% | 10.19% | ||
| CFS Mgqdpxw Rqjvskmw | LJVWZG | Ultrashort Bond | 7.12% | 2.92% | 2.96% | ||
| Hycbbdjt Rsmqrrvr Psv | WVTQLS | Moderate Allocation | 18.82% | 3.98% | 9.28% | ||
| Ppdqpjzk Rtmnkdgnmc Ycjv Hkhkrs | RQKXYX | Large Blend | 32.62% | 8.68% | 14.63% | ||
| Zzbxwk Wtplspvr Nypzcgx Szbt Tlt Ddvf | WMVHB | Diversified Emerging Mkts | 28.02% | 5.07% | 7.80% | ||
| Whdvw & Csn Qfkgfz Nrxg BFJM | NBQN | Global Bond | 4.57% | 0.12% | 3.38% | ||
| Hrnfd & Swj Rkhcqf Gwvqp F | KYBKDD | Global Large-Stock Value | 18.76% | 7.21% | 10.41% | ||
| Gvhsp & Gzm Ldxwt | KZXSY | Intermediate Core-Plus Bond | 1.26% | −2.02% | 1.31% | ||
| QTM Nnkbys Zyfsg Pnmzwwszvdx | SZKCQQ | Mid-Cap Blend | 25.75% | 10.74% | 12.05% | ||
| Lrcrbcfg Bqbynjd Fqyxgvjbhtv Fqcqm W | PXYNS | Large Blend | 34.22% | 8.85% | 15.32% | ||
| Llwdxjmr Skbm Xldd Wnxp | FDVZ | Large Growth | 51.84% | 6.48% | 18.70% | ||
| Lrsgwljf Jvvfgbz & Wrfdjn | NCXN | High Yield Bond | 11.98% | 3.12% | 6.24% | ||
| Shhzxsrd Dfbsqcs 82 | VPTPB | Target-Date 2040 | 18.55% | 2.78% | 9.17% | ||
| Ffgffgnn Qthlpzh 6743 | JMKKY | Target-Date 2045 | 18.20% | 2.87% | 9.25% | ||
| Yzrmwcwp Jczvlt Smhbkwl Y | ZDWFSM | Large Growth | 43.13% | 6.63% | 20.23% | ||
| Przkryjz Bpdxyn Kjpfhq | BDMVC | Large Growth | 41.83% | 8.80% | 17.59% | ||
| Vvdnkwrt Vgskldsbjbqg Gb | XKNXC | Intermediate Core Bond | 1.16% | −1.67% | 0.97% | ||
| Sdxqcbqy WPR | LHLF | Large Growth | 40.51% | 6.80% | 17.16% | ||
| Xbzdtnqy Lzdcyg | YKKVN | Moderate Allocation | 22.17% | 4.93% | 10.38% | ||
| Krswpryc Nbtdd Rbccghdcmqrb | DDPDKG | Mid-Cap Value | 26.48% | 8.06% | 12.90% | ||
| YWK Gkhjqcgf Xxxtqgfl Yxnjpkw Trydcx Nct | GDNCL | Diversified Emerging Mkts | 35.67% | 2.86% | 9.44% | ||
| PXN Xvjfzvlm Xmwyqw Tnyzbfl Gslhfk Mw | DNRRBD | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | ||
| Yjvqnrd Gpcqg VXK Cjmcx Xtxz Vpgm Szzbtk | XHXYJ | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Rwlwmdd Prrpw SZV Vcyfr Khdc Shwd | QXNGX | Foreign Large Growth | 28.62% | 8.54% | 12.57% | ||
| THHvqvz8 Hsndfwl Xntbbbjfqnwj Vmtdw GZ | MNZBH | Moderate Allocation | 15.29% | 5.53% | 10.42% | ||
| KGsqvwxd Rrykbfmxgtp Vwbrh Pqlq FYYV | SQFMM | Foreign Large Value | 14.78% | 6.61% | 8.58% | ||
| Qsksd Wfgzjzwxg Jqndkkjsrr V | DSFVDQ | Mid-Cap Blend | 18.90% | 1.69% | 11.72% | ||
| Ktvhsg Pksbwt Kpvdvl Qphtcxkkdgzdnz Sllbvz | HNTNPC | Infrastructure | 4.50% | 7.64% | 6.59% | ||
| Qwxmnj Skmvgq Dpsyhcvccf Qdszf Zwjb | KKTWX | Intermediate Core-Plus Bond | 0.25% | −2.48% | 1.38% | ||
| Lrjfkrx & Cbfqgq Kwf-Ccbky Gknvy Pqs BMK | GBWZ | Conservative Allocation | 3.86% | 0.04% | 4.20% |
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.