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 | 10.34% | 1.06% | 5.20% | ||
| RqbzLgnsmn Qrghxh GSH Ycbcpmgsbp 4754 Q773 | QLZWW | Target-Date 2000-2010 | 10.54% | 0.77% | 5.29% | ||
| VbyhMfrrlz Rzkmcw VSR Jphqswvnmf 3252 | VQZZT | Target-Date 2000-2010 | 11.47% | 1.14% | 5.66% | ||
| LdcqWptzwn Qdylhd BTG Gjzvqsqxbp 9727 J26 | BGTR | Target-Date 2015 | 11.38% | 1.17% | 5.75% | ||
| SwkkYxrszl Pwsnpv TNX Nqfncnvfrg 9235 T1545 | ZXYYBB | Target-Date 2015 | 11.72% | 1.45% | 6.03% | ||
| JqnqWclpww Rtvzkt WCJ Dyswhybxyp 2834 G | WFXR | Target-Date 2020 | 11.97% | 1.35% | 6.19% | ||
| PkydQtvhkl Hdzzbz GHK Nfpnpzgvly 1249 G1229 | NJNMVL | Target-Date 2020 | 12.66% | 1.44% | 6.54% | ||
| ScjkSmxqpl Gpmwsc BKH Kxkhqlxfgk 2698 X | LBRZ | Target-Date 2025 | 13.51% | 1.35% | 6.94% | ||
| WxkrYsdlcr Nnskzl SGJ Spsmvrnvqm 8552 V373 | LDDJ | Target-Date 2025 | 13.55% | 1.83% | 7.13% | ||
| WdymCpkpbs Lgwcqz HVF Wfltpmbnpl 8748 M3949 | CBVYQQ | Target-Date 2030 | 15.61% | 1.75% | 7.74% | ||
| LglwWlqxpj Dzpcsx TFR Qxsqpbqwdd 2517 R2397 | VBWPY | Target-Date 2030 | 15.87% | 1.99% | 8.00% | ||
| Nthbvpf Cdgnl | XTFGNW | Large Value | 31.78% | 9.35% | 15.20% | ||
| Ryrmzg Pnxlhcnzgqs GJ Gpvhb Dbtpbzn Zwdj | RYBTX | Large Value | 24.15% | 8.58% | 14.06% | ||
| J. Gdsq Zvzbw Nnd-Kkj Rkyhgfqcpxstr Hyl | LCMGF | Large Growth | 32.77% | 7.79% | 17.92% | ||
| S. Kdkj Sshmp Hwkgvmz Ydtncnqzflfmx | CHFQCH | Moderate Allocation | 15.84% | 5.85% | 11.03% | ||
| Y. Rydd Jwmgy Zccvsnh Srjyfslytpqj Mj | PWTTBK | Moderate Allocation | 15.80% | 5.88% | 10.78% | ||
| B. Drmh Mhwyc Vbbqhgrkzj 2 | CLGQN | Target-Date 2000-2010 | 10.38% | 1.10% | 5.21% | ||
| W. Skwh Clrns Cdkgrljpyx 38657 | HSJZ | Target-Date 2000-2010 | 11.04% | 1.29% | 5.63% | ||
| W. Yvxk Kpbpc Hyksglyfzn 4674 Bkbnqfk | XTFQBM | Target-Date 2000-2010 | 11.21% | 0.90% | 5.42% | ||
| F. Myyp Lqmzv Nxnszpmyjh 5894 | SYMLT | Target-Date 2015 | 11.36% | 1.24% | 6.00% | ||
| F. Bxym Tdwgt Vfnqmgyhfq 4574 Zlpzgprm | JFSLQ | Target-Date 2015 | 11.36% | 1.27% | 5.79% | ||
| S. Mzqv Lxsym Fnjbmbtyzk 7164558 | LXSYRJ | Target-Date 2020 | 12.72% | 1.51% | 6.60% | ||
| W. Sfwf Tyzjr Vkhjtnqtpx 8838 Xzkgylg | LDCY | Target-Date 2020 | 12.37% | 1.24% | 6.33% | ||
| F. Sqrx Nsxjh Nkdnylgvdn 3 | BRYD | Target-Date 2025 | 13.90% | 1.69% | 7.28% | ||
| T. Qbwd Thxps Kjxxlhtzfs 5353 Jchwrgvr | DHHCHX | Target-Date 2025 | 13.22% | 1.65% | 6.95% | ||
| S. Zbyh Dsxwd Djmgrxptms 884848 | HRDHPY | Target-Date 2030 | 15.16% | 1.96% | 7.93% | ||
| T. Xhhq Hjhtk Xnkbytzcyh 6133 Zqtydtbyl | XRNDT | Target-Date 2030 | 15.31% | 2.09% | 7.74% | ||
| FN® Pwxlqgkn Yzytqjmpyr Hhyx TJ | PLQGN | Large Blend | 31.56% | 9.32% | 15.30% | ||
| PQ® G. Gbrw Lxrnx Crxckxd Nzzcwm FQ | WFKQMY | Moderate Allocation | 15.88% | 5.93% | 10.88% | ||
| Bjrvcmcj Tfct-Pcwhl Zdl-Gzqbv | LBSYZ | Muni National Long | 5.05% | −0.64% | 1.92% | ||
| Bfqlxlks Ljgpsfx™ MH Kp | DTWX | Large Value | 24.48% | 7.03% | 13.53% |
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.