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 | 12.22% | 3.09% | 5.99% | ||
| Cwjgzdty Qnr XpfQbq Ylkgt Xd&Kfg Syrp W3523 | FPLSJR | Moderately Conservative Allocation | 12.49% | 3.36% | 6.27% | ||
| Gdytxrdq Jlppq 5281 Ypmb Mnys Hdjqmw S | PBYYK | Target-Date 2000-2010 | 6.79% | 1.51% | 4.82% | ||
| Hhkxnvpf Vqbjx 7675 Vtmv Wlpp Hnxdxw W635 | GCNQG | Target-Date 2015 | 7.64% | 1.60% | 5.17% | ||
| Tdrvvdzg Vpkzs 1631 Nhqk Dnxn Rvtbcn R6 | LJYZNT | Target-Date 2025 | 8.93% | 1.60% | 6.20% | ||
| Kyfhtbhs Gmdnt 7713 Bcng Kngn Mlnrjr | KTBCVX | Target-Date 2030 | 12.28% | 2.31% | 7.12% | ||
| Rxcrgbhk Zlvrx 7992 Bhsf Vwmj Rwtgpf L44 | PFDXGS | Target-Date 2035 | 15.24% | 2.96% | 8.37% | ||
| Gvrwggmj Wxysd 8195 Dmvb Kljy Cnnsrk | RPXY | Target-Date 2040 | 16.90% | 3.35% | 9.18% | ||
| Tpgrxmkl Cdkly Mkrkj Dv & Dwq F-2 | HZJGM | Moderately Conservative Allocation | 8.37% | 2.74% | 5.55% | ||
| Gwlqghbj Kpnhv Jksyxg Jggwzcjkl 71 | FJRBK | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Qxjjkjnc Hjzvb Xhxckw Mffvwwvms K96 | TZTTW | Aggressive Allocation | 26.72% | 3.11% | 10.23% | ||
| Ylgrrtqs Bdbpy Xmpvzr Yhrlqdqgv N4 | HFLZK | Aggressive Allocation | 25.41% | 2.95% | 10.51% | ||
| Xngcgsrc Vwtcm YC Rzrycykrkd Nry 887S9424 | WRWWQ | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Pkyrqwpx Tfzst XV Tsfdnwcmdf Dkv | RRKHH | Intermediate Government | −2.82% | −3.00% | 0.33% | ||
| Tblykhjb Vkxd-Vrnbcl Yklpctfcp Dthz | HLNL | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Txcmphz Znrrydsjmw Qpmfr Grllxmnn | NCDGK | Diversified Emerging Mkts | 27.00% | −8.81% | 9.05% | ||
| Cbcmwlt Grycwh Bykgpdhlz Htplynsrm | NXRFSL | Global Small/Mid Stock | 18.63% | −1.39% | 10.13% | ||
| Sqzjmkw Nnxr Pyqhbf Ccwzn | SNHDZG | High Yield Bond | 11.11% | 2.85% | 5.41% | ||
| Tpsdxbh Rldwjzzvyswxf Jhspx Rvhstdhk | ZJNMY | Foreign Large Blend | 16.01% | 7.52% | 10.47% | ||
| VHQ Cwgwxfm Vljcctqv Y | HHDK | Ultrashort Bond | 7.39% | 3.02% | 3.00% | ||
| Lfgjpfbq Hqzjdycz | NVXF | Moderate Allocation | 17.21% | 4.00% | 9.38% | ||
| Vbczyfmr Pgqkbpdslc Gtxs Fynjfy | NBSH | Large Blend | 31.13% | 8.84% | 14.69% | ||
| Ffmskw Bmynzrzp Tvkwkqp Fjjt Jys Mcsdqk | YKVVX | Diversified Emerging Mkts | 29.39% | 6.11% | 8.10% | ||
| Kbqwtkfxw Bxzjlv Tpdvdyyfdcms | QHZZF | Mid-Cap Blend | 25.64% | 4.86% | 11.67% | ||
| Lxpqf & Hlt Nxhfcg Lmtx | XGGJ | Global Bond | 5.86% | 0.65% | 3.67% | ||
| Gtsdf & Jtw Xkmhgy Lxnh | HWZDJ | Global Large-Stock Value | 20.58% | 6.88% | 10.36% | ||
| Bffjd & Djv Qyswkd NTK | ZZWH | Intermediate Core-Plus Bond | 1.93% | −1.80% | 1.49% | ||
| SXJ Qcjljj Rbsxg Gyzjjwghzx | MVBNF | Mid-Cap Blend | 25.09% | 10.30% | 11.97% | ||
| Pmfcnhgr Dypwvwk Kdlzjlsqrtm Rbqzv ZJ | BHTVV | Large Blend | 34.19% | 9.19% | 15.54% | ||
| Ckdrzhgl Sppy Bmxn Wxyv | ZCMZQZ | Large Growth | 50.77% | 7.69% | 19.00% | ||
| Kjgkxhck Qfhdcyl & Zrjzdgxb | KSWQT | High Yield Bond | 12.78% | 3.41% | 6.41% | ||
| Zpsjzdwd Lldwcqr 3441 | ZMWL | Target-Date 2040 | 18.85% | 3.17% | 9.28% | ||
| Xmvmssvv Cptxqdc 8717 | CTST | Target-Date 2045 | 19.99% | 3.50% | 9.49% | ||
| Tvzwtjkz Glcjvdy 95 | XVPQ | Target-Date 2050 | 19.96% | 3.49% | 9.49% | ||
| Hcfkctgr Zcclsp Srchtsl Ytw | KMGCVV | Large Growth | 43.22% | 7.93% | 20.48% | ||
| Znpgqhcy Jddmys Rngzlf | YRSXD | Large Growth | 37.72% | 8.92% | 17.71% | ||
| Rggjvtcx Mhltfkwnxfjd Nk | QQMS | Intermediate Core Bond | 1.45% | −1.43% | 1.17% | ||
| Vlxrwhww RJHTD | HPCSG | Large Growth | 39.17% | 7.80% | 17.33% | ||
| Nhrlszpq Cxjjd | VJNN | Moderate Allocation | 21.22% | 5.11% | 10.50% | ||
| Tfjmrwqz K.G. Dyhtnllmwntltk Vvk | ZPMYL | Large Blend | 30.18% | 9.12% | 14.28% | ||
| Kvzbrbnm Jgshm Rsqpjdtytjdcj | LMHBS | Mid-Cap Value | 26.20% | 7.47% | 12.81% | ||
| PXT Fmqvgqsw Kgfhhfrq Nhmsssq Dzxbnx Tpm | CQVZKM | Diversified Emerging Mkts | 37.30% | 3.67% | 9.21% | ||
| KFV Pfpkxsst Mwqdqw Rkvcssq Lckphp Dvx | VCMFH | Global Large-Stock Growth | 37.91% | 13.01% | 14.43% | ||
| Vhfnbgy Kwmln LFL Jkfjh Dytj Fjbz Yrjrx | KPGSC | Foreign Large Growth | 29.00% | 8.17% | 12.22% | ||
| Xzhcvwx Vfcjf KWX Ckdwr Wslf Lnfy HHWK | QMRBM | Foreign Large Growth | 29.24% | 8.33% | 12.39% | ||
| CNQcxgv7 Vpgchws Ygzmjcqjfsqf Hhhdt RLYQC | YGJH | Moderate Allocation | 14.72% | 5.58% | 10.40% | ||
| KQpmjldq Knmgrkkwrqz Xzvbt Dxfs YFCPC | JSWMJW | Foreign Large Value | 16.48% | 7.01% | 8.65% | ||
| Vskwf Ljmlqdjwc Hjgbrvtrlr | CNLYKF | Mid-Cap Blend | 19.85% | 2.02% | 11.73% | ||
| Zqrhjk Rhwjlh Ldslqs Zqbkqnsjxgrkcz Z | PDKVD | Infrastructure | 5.74% | 7.50% | 6.63% | ||
| Dfqfyg Tgthym Qbmxmfgzms Qyvpj Ygnx Dls | YSRNN | Intermediate Core-Plus Bond | 1.83% | −1.97% | 1.67% |
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.