Medalist Partner Funds List | Morningstar

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Medalist Partner Funds List

Share Class Type

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Medlst Shrt Dur Inst	SEMIX	Ultrashort Bond		—	3.15%	4	0.610%	High	Institutional	$1.0 Mil
Medlst MBS Ttl Rtn Inst	SEMMX	Nontraditional Bond		—	5.19%	12	0.890%	Average	Institutional	$1.0 Mil
Medlst Shrt Dur Inv	SEMRX	Ultrashort Bond		—	2.85%	4	0.860%	High	No Load	$2,500
Medlst MBS Ttl Rtn A	SEMOX	Nontraditional Bond		—	5.06%	11	1.140%	Average	Front Load	$1,000
Medlst MBS Ttl Rtn Inv	SEMPX	Nontraditional Bond		—	5.09%	12	1.140%	Average	No Load	$2,500

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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