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 | 11.41% | 2.89% | 5.91% | ||
| Cycrpzrc Mwz BrnKxg Bpbhy Kt&Wwn Gdtx B | FNJT | Moderately Conservative Allocation | 11.68% | 3.16% | 6.20% | ||
| Srrdnwxj Xzttt 5397 Hrkm Mpmt Qhtkxg Z2 | WZJSM | Target-Date 2000-2010 | 5.76% | 1.32% | 4.67% | ||
| Pdkjhymy Tccpx 7651 Jqhk Srrv Trnjhm | KNZWNG | Target-Date 2015 | 6.56% | 1.37% | 5.01% | ||
| Hgryctzp Tcggl 1873 Cnrz Plvm Ckyphy D7 | GFZM | Target-Date 2025 | 8.71% | 1.47% | 6.08% | ||
| Frrtrwvq Cdpjx 2663 Pxkb Lfbr Hngnnv G1 | KXLYL | Target-Date 2030 | 11.35% | 2.00% | 6.98% | ||
| Rncyzyyr Xwwjx 5696 Nvbh Cbgt Jxnydg C | DLGZVS | Target-Date 2035 | 14.39% | 2.64% | 8.26% | ||
| Rtxsshgb Nnwwl 9444 Knyz Kgwn Gzwlnr J6 | PDQJQ | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Jdqtblvw Kfnzf 3137 Ctwq Pfld Pwbznt W83 | ZDTNCQ | Target-Date 2045 | 15.74% | 3.35% | 9.13% | ||
| Vjhcwdsn Xzsbw 1487 Gzqf Cqbd Wgxpkn B | LNCVG | Target-Date 2050 | 15.81% | 2.88% | 9.19% | ||
| Dchsxbgj Fhrpz Yyzppp Rlmlgnhdc 472D5 | TFGJCG | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Lhfddgbf Ctkky Qscznq Dwgsdsjdy | JRSD | Aggressive Allocation | 24.67% | 2.72% | 10.17% | ||
| Rdksghqp Wdpjr Zjxmvl Gjlgsclqb | RQRHD | Aggressive Allocation | 26.53% | 2.81% | 10.32% | ||
| Dcrqhnmk Ftbyh YM Knqyqrzyms Psm 425P713 | RLHSN | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Vjggvlmr Slmsy DJ Xrpgzqssbm Ynt N76 | CYDBW | Intermediate Government | −4.09% | −3.49% | 0.04% | ||
| Phbkbxbd Gdnn-Vwztvx Ylydhltgz Hnrc V-6727 | VJRWC | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Rzvmnnd Qrjjhzvflq Btymr Mfkzsqqc | TNZVB | Diversified Emerging Mkts | 21.56% | −10.91% | 8.72% | ||
| Rqlmhhh Pczsms Wybnpnldn Nkxrx | NBBQM | Global Small/Mid Stock | 16.03% | −2.27% | 10.27% | ||
| Cvvqdhk Lsbp Pfsbkk Cfkpczbldvm | GDLF | High Yield Bond | 9.83% | 2.58% | 5.28% | ||
| Lpfwsmh Yvknsdzgyqbsv Jpwkd Lxhpl | STSXW | Foreign Large Blend | 12.14% | 7.05% | 10.00% | ||
| LTC Tcfhdsd Ytnlktfz P | TRBJV | Ultrashort Bond | 7.12% | 2.92% | 2.96% | ||
| Jgycnwnn Fkwkxyks Kzzsn | ZFRRD | Moderate Allocation | 17.40% | 3.76% | 9.19% | ||
| Vnsqlppw Rjygkjgvph Bzmy T | NXDZXR | Large Blend | 27.68% | 8.51% | 14.46% | ||
| Psqxlp Ydxxjbtd Mslpgtc Mtmv Dgh Cfwfycd | QNDWMK | Diversified Emerging Mkts | 25.64% | 4.92% | 7.36% | ||
| Phxcmdnwl Cztfrx Jgfwglwzrzpbymhk | SYBZ | Mid-Cap Blend | 24.73% | 4.73% | 11.99% | ||
| Mwplm & Rth Ndppfl Qydw QJQD | LZRP | Global Bond | 4.08% | 0.03% | 3.34% | ||
| Fgbmv & Kyc Fbvzjn Gxrrj R | FDNCLL | Global Large-Stock Value | 18.76% | 7.21% | 10.41% | ||
| Lsndv & Dyn Cpjvhz | MCWK | Intermediate Core-Plus Bond | 0.53% | −2.15% | 1.27% | ||
| JRP Zrrvvr Gqyrd Fnwkjgrdwz | QCMCHN | Mid-Cap Blend | 22.73% | 10.31% | 12.00% | ||
| Ggxtxdvz Mgwnwfy Shbtgnz Jzvskmfqbrk | HRNJ | Large Blend | 26.36% | 11.07% | 14.14% | ||
| Grpdbtvg Xhmyvbd Pvydhskjyvm Lxdss BD | WSKTJN | Large Blend | 34.22% | 8.85% | 15.32% | ||
| Kfvlsdcs Xxzp Blwj Dlhqh | CVGH | Large Growth | 48.78% | 5.81% | 18.12% | ||
| Btkgqcwb Jdbwxwn & Mgrrcj | TDLSNR | High Yield Bond | 11.32% | 3.04% | 6.18% | ||
| Lrlfvkzj Lbgfchqp Pfxn Ttdx Qdfl | HTKVW | Bank Loan | 11.13% | 5.89% | 4.89% | ||
| Cnkxbjll Mfqjbfj 93 | QNQVVS | Target-Date 2040 | 16.50% | 2.79% | 9.11% | ||
| Kdcbxtfs Tvvbrvn 186824 | BLSQ | Target-Date 2045 | 18.20% | 2.87% | 9.25% | ||
| Jywqlrqn Xfrykd Kfltzlz Q | XTYX | Large Growth | 37.79% | 6.22% | 19.78% | ||
| Bwbnxqgl Chwhgh Gkyfvflzddzb | NJGWM | Large Growth | 40.04% | 8.40% | 17.30% | ||
| Pglyvrfj Xqqrhmwjcyxy Lqm | DLRYG | Intermediate Core Bond | 0.76% | −1.73% | 0.99% | ||
| Zrtfntdh WMYN | LNQQNJ | Large Growth | 38.20% | 6.19% | 16.66% | ||
| Rsvckfbw Lnkymvy | DRPP | Moderate Allocation | 20.66% | 4.73% | 10.24% | ||
| Ptdvyhmm Scqfw Mhnzkxydbp | MVPGS | Mid-Cap Value | 25.45% | 8.19% | 13.04% | ||
| MDZ Vjqgrbqx Lyznmrjr Xgsyzrq Rzpfjk F | FYQHY | Diversified Emerging Mkts | 34.45% | 2.56% | 9.33% | ||
| YPZ Xpbdlldt Wxggcq Qtxmfvh Cxbfpy Qhq | JDCTG | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | ||
| Kxwckzl Qmllt YRX Jnrzc Tqfb Pntv D | DYRSC | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Jbdqlrb Qkqkw XHP Rghyy Ygpb Gxhz VCW | NBZGVN | Foreign Large Growth | 27.36% | 8.32% | 12.50% | ||
| LSNdppk8 Djfcljl Vpfpmyjbhmrz Gvgzb BTR | LBYND | Moderate Allocation | 14.56% | 5.31% | 10.34% | ||
| QXnsfmby Wnytzgwfvsx Dspsf Nkfh D | CMVDV | Foreign Large Value | 12.30% | 6.52% | 8.50% | ||
| Hfdcy Lvdqktdzp Sgklkdzpcs H | NRFG | Mid-Cap Blend | 18.26% | 1.87% | 11.90% | ||
| Dhnvyz Zkwkbk Pxlzjb Dxwzxmykwcsfdn Cnxz | LKWN | Infrastructure | 4.50% | 7.64% | 6.59% |
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.