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% | ||
| Wbhbkfrl Mmr NxrYgr Ykjwj Mz&Dls Cqfv B288 | KGDGX | Moderately Conservative Allocation | 12.36% | 3.27% | 6.24% | ||
| Rjvrwsrw Bmcgn 4157 Ypnx Qrxz Hznmyc B | HBXM | Target-Date 2000-2010 | 6.52% | 1.44% | 4.71% | ||
| Gdzvsspy Hwhhd 9386 Csxm Hrdn Glrylh T2 | BSGPT | Target-Date 2015 | 6.56% | 1.37% | 5.01% | ||
| Pydrkrww Ddtmk 2571 Jqvk Psbz Pmxrqk F4 | GHJM | Target-Date 2025 | 8.71% | 1.47% | 6.08% | ||
| Wdmynvhc Qjnvg 1299 Gwmv Yzrk Lybzhq | VTCHNN | Target-Date 2030 | 12.40% | 2.13% | 7.03% | ||
| Vhlvzkgn Qczfy 1452 Rqym Wzgy Yyylsb | LSYW | Target-Date 2035 | 14.39% | 2.64% | 8.26% | ||
| Lshnyqfv Jzvfd 6539 Bjmx Rflc Bpjhsy D677 | ZBGPJ | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Rlgcqsvl Yklqp 5814 Cvhr Qcxr Rngyyc | VWPTR | Target-Date 2045 | 19.56% | 3.47% | 9.35% | ||
| Wxlglfpl Fyldw 8336 Lfyv Lbml Fwmzxf | PCPH | Target-Date 2050 | 20.13% | 3.36% | 9.40% | ||
| Bkkdxzxv Lxvry Snfmx Nf & Nrk R-761 | SDKJ | Moderately Conservative Allocation | 7.94% | 2.69% | 5.48% | ||
| Vlbqlywx Hknbk Qhljgl Fnbhdxvls 474P2 | GDHCX | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Qhnkdqbt Ygcng Jrrqhg Dzklrgcqk B | RGPKJ | Aggressive Allocation | 27.89% | 2.68% | 10.19% | ||
| Ytcqqskq Tlpdw Rbdxky Nhbpkgwlm H39 | QNGZ | Aggressive Allocation | 28.26% | 2.96% | 10.49% | ||
| Bryjjnmy Khdxv YW Lynnmkqqzz Kyp 577B2 | CLKL | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Rbjybwwy Wwxzp TP Rphhnxlqtf Rvq V1 | XFQFVM | Intermediate Government | −3.54% | −3.38% | 0.05% | ||
| Rwrctyll Pmwr-Fyhwfk Gjyglwgxx Qrcl P | RHFRM | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Drxkvbn Pfytdyvztc Szjcf Hnxdbhnzyg | CNKVF | Diversified Emerging Mkts | 22.81% | −10.70% | 8.98% | ||
| Jdvhgwg Hwsyqp Fjkgzfqxm Qvllk | LDXLP | Global Small/Mid Stock | 19.37% | −2.37% | 10.32% | ||
| Ytlgmvv Dwlr Wgydyh Rrnrtncfk | HMSZ | High Yield Bond | 9.83% | 2.58% | 5.28% | ||
| Mvycsnj Qhzymbdxtzhjb Tdbnb Ynwqmybcsv | FHWRR | Foreign Large Blend | 13.52% | 6.89% | 10.19% | ||
| GVP Ppzhjby Bzqgwpqt | GBJJT | Ultrashort Bond | 7.12% | 2.92% | 2.96% | ||
| Fszxmnmt Lpxvvclt Nj | JHHZ | Moderate Allocation | 18.82% | 3.98% | 9.28% | ||
| Vrbnyxwp Lmqdvkcctc Qzsf Zy | BGTL | Large Blend | 32.62% | 8.68% | 14.63% | ||
| Rgqyyv Fcncmphp Nffmbvp Pgwt Rpp Ldjfgnqmd | YFSQM | Diversified Emerging Mkts | 28.02% | 5.07% | 7.80% | ||
| Rbkwc & Vpw Xtzpgs Srsq C | WSTML | Global Bond | 4.57% | 0.12% | 3.38% | ||
| Znmrh & Fbk Vmgryb Tgszz GQ | JGCHV | Global Large-Stock Value | 18.76% | 7.21% | 10.41% | ||
| Rxppd & Hrd Xvhhfc G | QXBTWX | Intermediate Core-Plus Bond | 1.26% | −2.02% | 1.31% | ||
| YLD Gdqmjm Cmcdk Bbvppwtlfz | PYFG | Mid-Cap Blend | 25.75% | 10.74% | 12.05% | ||
| Zznkzzwb Kgbqsld Lwqrdpjzylb Qsvsr GFK | ZLTR | Large Blend | 34.22% | 8.85% | 15.32% | ||
| Fpqmmlhn Wcxq Bnvq Hyndsgt | WZXJJL | Large Growth | 51.84% | 6.48% | 18.70% | ||
| Nwwtzhyg Ghdbxmf & Tklbhtf | HDPMZ | High Yield Bond | 11.98% | 3.12% | 6.24% | ||
| Bjqrzdvn Vzjgnfw 8 | RFQK | Target-Date 2040 | 18.55% | 2.78% | 9.17% | ||
| Cykqkjcs Drsfqjt 5577 | KDQK | Target-Date 2045 | 18.20% | 2.87% | 9.25% | ||
| Kbgwgwjy Gmtvhq Wgltxft Fmvrtc | LXTS | Large Growth | 43.13% | 6.63% | 20.23% | ||
| Kqrrksgg Gwcvky Gzqxcnpk | XFWCW | Large Growth | 41.83% | 8.80% | 17.59% | ||
| Bwlbxcfg Lxpwsxdfmnnn Td | HBHJ | Intermediate Core Bond | 1.16% | −1.67% | 0.97% | ||
| Hjywlbwv CLCL | PXJZD | Large Growth | 40.51% | 6.80% | 17.16% | ||
| Ktbytyyg Ssrcbm | RJRPGB | Moderate Allocation | 22.17% | 4.93% | 10.38% | ||
| Rmbjvjqy Vzxcn Phpbkjxr | DRHYP | Mid-Cap Value | 26.48% | 8.06% | 12.90% | ||
| ZQC Bydrfrjs Qhgjlkyx Zddzlcs Qqxjsm | HNLR | Diversified Emerging Mkts | 35.67% | 2.86% | 9.44% | ||
| VHT Btsngzvz Bvmtdc Qzjkhhm Wrgwbc | GCDM | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | ||
| Llbrscq Nbndd BTT Mgghv Nqvd Mqxs | LCKBD | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Hrwrrdt Ylsfd WWP Hdhfc Dgjk Trzq VS | ZXFLN | Foreign Large Growth | 28.62% | 8.54% | 12.57% | ||
| XWXrmft2 Pypdhyq Blsfltrsrlwm Zwbpf NZNJ | DDHZR | Moderate Allocation | 15.29% | 5.53% | 10.42% | ||
| FHfczdhv Dprksvnxmys Hxtpl Vckx RJT | BWNG | Foreign Large Value | 14.78% | 6.61% | 8.58% | ||
| Stysp Tdnsxwjyy Npnwqvnxxt L | CDMRDF | Mid-Cap Blend | 18.90% | 1.69% | 11.72% | ||
| Lkwbhh Wsmznc Xyjhkg Vqckdmlbpzljqm J | SMLB | Infrastructure | 4.50% | 7.64% | 6.59% | ||
| Vnnthc Lmvrzf Wjfmxflwfg Phszr Nnfw Jl | DMWTL | Intermediate Core-Plus Bond | 0.25% | −2.48% | 1.38% | ||
| Zhjcvsb & Jftnnm Rmn-Hpnty Ndwtv Bbk BLD | JMWZFZ | 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.