Best Investments
Explore popular pre-filtered screens based on our independent analysis.
Featured Stocks
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Exemplary Stewards with High Dividends
Ambev SA ADR Banco Bilbao Vizcaya Argentaria SA ADR Bristol-Myers Squibb Co LOCK|!WDC ^cJ LOCK|TQK!@ Ysj LOCK|$C$z$p VQtM#<D pp %MW -
Five Star Stocks
Adient PLC AECOM Albemarle Corp LOCK|&!Q$& $!R@& f?DB>b? r>^ kNC LOCK|g%t%S Wx<<%%$S@%xD!Hn Jk! LOCK|p<^?#P f$C ^nF#n ST -
Moats on Sale
A.O. Smith Corp Acuity Inc adidas AG ADR LOCK|!!dS w>lLt LOCK|QzM hg!? LOCK|JFSLT^g Bl&CzQ -
Undervalued US AI Stocks
Alphabet Inc Class A Amazon.com Inc Amphenol Corp Class A LOCK|>L?z &%^CJ%vn XMw LOCK|$cf#bn chc$ LOCK|@X hfCwX?h@x !W? xD&!P ps#$ -
Wide Moat and Undervalued Stocks
A.O. Smith Corp Alibaba Group Holding Ltd ADR Allegion PLC LOCK|k%dW!! &Gn #fr<d P LOCK|>s<%l? dkg $CRyr !p LOCK|>&D&.J&d #bw>
Featured Funds
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Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% y%N<!k^D%H ?<TLX LOCK|B w@s?ZnJbp?& <hyd mz<&! @ r>PRr>Qq^ LOCK|F?%r BkFGV!%^t @fRr?Fds nCBn -
Attractive After-Tax Tickers
abrdn Emerging Markets ex-China Fund Class A abrdn Emerging Markets ex-China Fund Institutional Class Alger Focus Equity Fund Class Y LOCK|>g? hx@>%> & Lvms&r >JxP fm^g& rJSR LOCK|!%v hD$hNd & @VM@gb %zj> $gzsN nLgd LOCK|Lv!@x&< BTbn>J^jyLl Jqgw% Fv# njwJ T@Q?@ &>V -
Best Aggressive Allocation Funds
American Funds Growth Portfolio Class 529-A American Funds Growth Portfolio Class 529-E American Funds Growth Portfolio Class 529-F-2 LOCK|&$zrY@ Lwnh< Y!<cmM kVNd&L?<m ^RY^C QJx-y-& LOCK|j?#^W@ hBD<% <S^xWn ?RF!y!Ny! SXsH@ @VJ< LOCK|k%KV<Z %yW^$ KBdzMb QWLn%bf#V ?^lK! ^%q?-#%SR -
Best Convertibles Funds
Harbor Ares Systematic Convertible Securities Fund – Institutional Class Harbor Ares Systematic Convertible Securities Fund – Retirement Class Virtus Convertible Fund Class R6 -
Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|Zn >zLPM$!x$@WhP <#yqgb F%Bf<$k# wJs% %cWvG LOCK|jP!^xt ?%R<sRz w.v. R?%%!&f qCRbhD $%FN# LOCK|&<<Yy #PRv x^>c VdYqCvg$ qyvz%$@ g$^ -
Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|s!@?$ BC ^#SJm-Z@< bmb!%y<>$, ^?!&VW Y<Q !H@@H$#%G #??Gf MG! LOCK|$<N?#^ mVt#bG^ &mqf$'F d^hHM^^#wG K$Ts - n&GPM & LOCK|T@@ N^T&B> p<Q%G<&!GBq!$ C<zsjZF !!#j ft$%&FH>p&^xq v@ZL<G -
Commodities Medalist Funds
PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-2 PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-3 PIMCO CommoditiesPLUS® and Bond Alpha Fund Institutional Class LOCK|x#^ zCLz%&<^? V!S !%## !Pkv>h jwnj @tXvb !$F! #>$T^$$&>whz?! Zv<>>h$ LOCK|#fP Zwd$!lF?n FD! @R!D >C#><$ %&h^ KKSrG !#h@ DpqGR Q-w LOCK|$!% s?zT$>yk& <>V Nt^> S>L>K> !$v# p>%CP !Pg& bpZ%c h-mK -
Dividend Index Medalist Funds
Amplify Cash Flow Dividend Leaders ETF Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF LOCK|!yy ?&m?H P%@d<R &#??Wy B@^fYl?K & @ZvJ$@!! XC$$ LOCK|$fm JSgX$ M?ch%! Z^X?cGJ^ W>>z>Dh^n $>wQ LOCK|C^?VBP C.P. XxYx pPFsZ!^c y^B% C@&xy >J?GC -
Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|k%n@ f?m$wC>^$ nzVw&?&L Mmf>d LOCK|$l% RK %@g LOCK|q@P ?P <bm@?H^# & <q%L>>@B !y!P -
Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|> @Q$&& dMW ?%p>%-?%WS> %H^H ^Vqdf VX@T LOCK|D #Tlb$ G?& fNDlk-sCLzf ><w! tF?Lz R@ LOCK|! xy#Y^ M?$ !r&?X-%w!hh $vGc WDq!h !< -
Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|<l mp>n!Z>NDz&X% XwhnFj hR^DkkF# C!f@ nQ?nFZ LOCK|RVtf#y ^GQX#H< >.%. z$wRZ<< h%?d#$ >^>j LOCK|##b?s ^V%@ cNMK nNmF#$jy !???<t^ !GF#< -
Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF Xtrackers MSCI USA Climate Action Equity ETF -
Savvy International Travelers
AB Wealth Appreciation Strategy Advisor Class American Beacon Ninety One Emerging Markets Equity Fund R5 Class American Beacon Ninety One Emerging Markets Equity Fund R6 Class LOCK|$#L>g$ #!>Y@% >Q$d#V @#R m%?$&GHT ^&@PZ&f qqpDjV ^f$! @ rT#ZXL LOCK|hD^!>^ <Wm%r >Ndzhvc @@j!S G<^h^^ pQY qh?S<X c?pw® Fy>^% ?@&-n#^ LOCK|v%$QWh L&LYP BTHhS#P #Gxqx $NY#Zm !N& ws%!ld qmYP® wFH@x g>x-Z-s@! -
Sector Equity Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class Aegis Value Fund Class I LOCK|ksY Cs k!@#>&!b & ^Zw!Dv$m G&SW% LOCK|rzx dX Lrxy^Nv^ & CXky%yY$ C<d! <H?J# s LOCK|n$> FM $XNm<^JX & YsQH<d?p ^B>Q QF<&G R -
Sustainable Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF LOCK|Z^s&&W& V>#R Y>M b!?dy^# gvD>b@ pRQ!Tm >nvG -
Top Medalist ETFs
Alexis Practical Tactical ETF Alpha Architect U.S. Quantitative Momentum ETF Angel Oak High Yield Opportunities ETF LOCK|@q^!! ??S$hhr m$Qw?G%zZ <X<sm !&! >x $cBq LOCK|Dg@$! Yv kD@DR wym &ll^Q P$@RL LOCK|C K<QgvX <<r< N<K$ @^<C -
Top Performing Medalist Funds
AB International Strategic Equities Portfolio Advisor Class AB International Strategic Equities Portfolio Class Z AB Large Cap Value Fund Advisor Class LOCK| ^%Y<< Pk& %p<!x J@Q& S%F%^ cP!> LOCK|dpc gQ^V QPHW>w @L@n ^&&kZS&gYZSv@ mY^S$<Xb LOCK|%WjQ$ BHBrzGML Y<@n#v^ sYS^t>TB! #@G># $L>y -
Top Performing Sector ETFs
Alerian Energy Infrastructure ETF ALPS Active REIT ETF Amplify Blockchain Technology ETF LOCK|@J%N? &BNq^p & HPg$w>F VtSY@Nr@$ H#F#%by #Xtr WKm LOCK|!%w FK>$rBG!hv &Xd< LOCK|bxshK >W#J@? ?!#?nQ&$ #<VBhY!Wbf >RwD@k
Equity Medalist Funds
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Best Core Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|^D s?NWD >DT>! HQh n?grPZ NtG^ jnGW$ %^x@ LOCK|P^ ?>$$< yn!xK ?b^ G#^K>$ #hCN Bvq%N ^< LOCK| %ppqjf&M? $$cg b%T -
Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|s&<w^s H$&m< hhgqy%<& d%!@sc cw$K® X#?l< n<Z-x LOCK|WsP$Tk ^v^T< cHCz<WLb ?cM@mT pL$Z® X&#Jb hvk-R-@w LOCK|f^c!H> gJ#>@ @&h!M&sk t#>?@W $@tm® VGC!z g#@-<-K<p& -
Core Medalist ETFs
AB Corporate Bond ETF AB Emerging Markets Opportunities ETF AB International Low Volatility Equity ETF LOCK| %S cK?$ Kkbr<q#< m!g>@ LOCK|$Fy Wt%J%@B< @cshZg@ #b!Mw?@v Q&VGQs v<FB LOCK|>m^ M@ Tvb -
High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|<^m %%@WM FYyQ#v g&NC zZKxC l$Y^ LOCK|lc# ^lB^< KlXL?# cn&D mYmBY >MW LOCK|X<& #mhD% VwV bjvkW@ Y%tKVY<pV >d$M# m-S$ -
International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| w>BqW<^?W$jPn !dF >l#c#BX#y& c!h#l$ >^hn$ LOCK| hk^^pCnf%q<BK DG^fwV>%! m!WVq@zK &k>>$vpG? lxxqqh& ^j@<ngR# LOCK| zL#MT$w^@N#SV #F?Y!n$Q# XG<#>B>y l?wNFdFGk sF<F@ r -
US Equity Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|B< jdyB% h&MvY pZc S%>@M@ MQ<! T&WQF ? LOCK|wm dS#rD r%Cj< hK> dyh!&h L?bg Q%WZx V$^ LOCK| @P?BB@&<& &lqLH% d%tT Ts%XkQ? <Tf>#>M -
US Growth Index Medalist Funds
American Century U.S. Quality Growth ETF Calvert US Large Cap Growth Responsible Index Fund Class A Calvert US Large Cap Growth Responsible Index Fund Class I LOCK|@@?Y> hR &xLjm $@# p&N>&C >dhJ^?$PC!q ?s%@g cC^t N%y$P LK LOCK|xB$tN< >Nlyc d#z l^<X!l v@Z>Y <!#%x LOCK|!#NjkD !%z >^> ?<Hl<m ^&t%& $G$!tWr -
US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|z!%k%< Y^C$#Bt x.%. rGY#%S< @L<l?> $jN% LOCK|& d>MhvV <?Dm!>mL!^@C% #&! Gmv wGTR< $K^?w #@m@ C!?Cj q<XV LOCK|t ZCfx^@ d&z L#> f@#&L f<bd%@ -
US Small/Mid-Cap Index Medalist Funds
Amplify Cash Flow Dividend Leaders ETF Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF LOCK|^ ^B^H>j Q@dwc< %nzF? <%!L $&<hJ !x& LOCK|L tk#<T& YyBR!G N&?kD <F>h gXjm#Z!B dK$b#Rp&g LOCK|Z #Lp&m& ^^Rcf B&^ z#w^x ?Yr$D Fn%% &SB>c % -
US Value Index Medalist Funds
ALPS Equal Sector Weight ETF Amplify Cash Flow Dividend Leaders ETF Calvert US Large Cap Value Responsible Index Fund Class I LOCK|Jlv$! mB vfR%J C&h ?Mh#x Lf%%rqHS@r& J!g$Y ^D&z d!!K? h?^N LOCK|D@<TyM ^>lX@P?! >X^TxzDT ^^?ZB ?ZBK#^ LOCK|PH@Rdz q@@T%B!T Cm> SHW Pcm%gs Swsl#!X
Medalist Bond Funds
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Bank Loan Medalist Funds
Aristotle Floating Rate Income Fund Class A Aristotle Floating Rate Income Fund Class I Aristotle Floating Rate Income Fund Class I-2 LOCK|ZW^Dr !k>B@Td@ bkV$ YYPx MZ%>qL! !^>hd!Xl LOCK|y>$#> yKz^#?@@ f^XW >N#H bp%qqN^^@@>HT <%<J&&&t LOCK|vCkC$ &HV!&t#Y @cgY ?s<& n<KkZb>K qBW^Jw>$ -
Best Bank Loan Funds
Aristotle Floating Rate Income Fund Class I Barrow Hanley Floating Rate Fund I Shares Fidelity Advisor Floating Rate High Income Fund - Class I LOCK|Hc#y^Y SZ@<^D# k?H@wTT# &%jW rQ%& hJpdTG %M>w - @g^N> # LOCK|lM!Jl@ dtfB?DdH n#@g Q?L! h!$$r# #>SJ LOCK|&m yl<jR& !H>sTKwJ >jMF VfG% %^Mr@ m<J -
Best Corporate Bond Funds
iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Broad USD Investment Grade Corporate Bond ETF JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF LOCK|TDjhMh <#<Wk&m<M mx>Q FpZ? cdn@q ^K! LOCK|#w^k T-Pn Mg^@ VT%n&^>L@ $Zkq L@nN?% LOCK|FYG !B&JhQ® qS@j® !?By#<hGg G!#S?K<zQ b@>C vQ^#k? -
Best High Yield Bond Funds
AB High Yield ETF AB Short Duration High Yield ETF American Funds American High-Income Trust® Class 529-F-2 LOCK|Bf%BSj hfCqp <>fHDH>B g$?@-%!<&B< c>@@W® <#b?l &t$-g-w> LOCK|drd$T@ !Wj>W $qzc!w%% VGtl-L?<WF& dR#?^® #lzfq S-@xMr LOCK|RcJsj< @tD?< <<#RSsl> rJdL-CP%&kT pFDp&® %HDPX $-zt -
Best Intermediate Core Bond Funds
American Funds The Bond Fund of America® Class 529-F-2 American Funds The Bond Fund of America® Class 529-F-3 American Funds The Bond Fund of America® Class F-2 LOCK|&?pq&N jQ%%Q Rct >yQ& lt>d zZ @m%N&pw® k^?Db ^-#!# LOCK|R^m?<f R^S<? ^^C mFRd >v?# Tt zRtm^CX® S&?%$ !-J&>^ LOCK|@VgBJK !$WSj jmP ?!<^ MmwZ GW P>$k>@<® RvDW@ $-!B> -
Best Intermediate Core-Plus Bond Funds
Allspring Core Plus Bond Fund Class Institutional Allspring Core Plus Bond Fund Class R6 Allspring Core Plus ETF LOCK|#$@<%S Tp%jfF !?? f%j^ msYW ?vf% Jgk> ?N X&HZ$Q LOCK|dyG %@^$ J%%V sK!@ #T&d J!$b% s@D%&WM<Vzyzh@gP LOCK|#jh g<S< W%jd <<^j <?x? RCT&K ^hcghbPN -
Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|LtdQ!l x!SVsz&## r$Pf?^ ?zk&?Jp LOCK|>d%&!@ y#j <!H!xcbF> !?$@&? Q%bz LOCK|r?zTpS mkd Fd?JgNLDmg? &?^^^@!v@ @Pp$s? !<zgFD -
Best Muni National Short Funds
American Funds Limited Term Tax Exempt Bond Fund® Class F-2 American Funds Limited Term Tax-Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Preservation Portfolio Class F-2 LOCK|>%D#YR jpy?w @$y-M%nK&N v%Qd?fYJB#w& ^w^^&SP&Z Pq^JR h-nR LOCK|>@k &h?&k-&xPL <ZWV%Kwh& ^T!c TX?M #>@JLDyh^K!XP ?cj>Sc LOCK|JfBr#V Vmc!Q^J @$?K@H& ^F!< Ng&ML$s?H xFwNC! YgH!gF -
Core Bond Medalist Funds
Allspring Core Bond Fund - Class R6 Allspring Core Bond Fund - Institutional Class Allspring Core Bond Portfolio LOCK|rF#&MJ ^!s!c B$? z>S% smYT lY <M@<QPf® Zvgg@ $<c-#?Rb LOCK|YrCk@g ^Q%QZ @@L $GLm bMw? z$ rdw!>!S® k!Jbj HG!-&p! LOCK|M^@H@L W^cTf >$h wyQP Y&Dl %^ ^^VbSq<® bX!B< h#p-$%pm -
Core-Plus Bond Medalist Funds
Allspring Core Plus Bond Fund Class A Allspring Core Plus Bond Fund Class Admin Allspring Core Plus Bond Fund Class Institutional LOCK|!VL!#yq @Kg? b>?% >qHR %JZ> ^%H$h >y LOCK|z>$<&FF $RW^ ?LBq !?rHh LOCK|g@/dLjF@ J<j#@ >^XK<k LzyJ >D^P @flkd k? -
Corporate Bond Medalist Funds
AB Corporate Bond ETF Columbia Select Corporate Income Fund Institutional 2 Class Columbia Select Corporate Income Fund Institutional 3 Class LOCK|mJf@&#V xwfygZ rX?>&x$j& #<#j c#D% %CxYB QN MB?!@gF?H LOCK|P!zz$g C^?jk?g G?&$z@%&q zK@! QY?j - !@>qR K?l^ LOCK|HbZ>^< &DF!^lfN^ &!jS vDHG -
Global Bond Medalist Funds
AB Global Bond Fund Class Z Amana Participation Fund Institutional Shares American Funds Capital World Bond Fund® Class 529-F-3 LOCK|l!x?Hb j>gwG <X<G$pM ?MfH^ F^ms >kN&® k>yD< $-$ LOCK|%S!N^? $?#lQ x??%v&^ <%Fp? $&?? bhZr® yF&qT @-tWJ# LOCK|@LRW?V q@jjg &Dmy^!D yb#H> ?$@l JM%^® F%THK N-lM -
Government Bond Medalist Funds
American Funds Mortgage Fund® Class 529-A American Funds Mortgage Fund® Class 529-E American Funds Mortgage Fund® Class 529-F-2 LOCK|w@!vF% <b@y& KNVZ?LbR n#fz® PyZP& CYw-$-RVdv LOCK|%t^zFk ##J?# ?$ZMRKsj D$SK® #Hdpw B# LOCK|<@$&mf &bF&m %v!k^?g& !D^w® qW#!f c-kK? -
High Yield Bond Medalist Funds
Angel Oak High Yield Opportunities ETF Fidelity Advisor Capital & Income Fund - Class A Fidelity Advisor Capital & Income Fund - Class I LOCK|&SF#X@ Tl<zgNS Z%<T#P! & Nm%Wsx yt!N - g%K&K MM LOCK|@@$Nr& Z%^&tWB !$?!J?z & Mg%ZGQ wzNq - CLx&> C$ LOCK|J&&P<r hw<!PS@ & f^>V!^ w%jCD -
Inflation Protected Bond Medalist Funds
American Funds Inflation Linked Bond Fund Class 529-F-2 American Funds Inflation Linked Bond Fund Class 529-F-3 American Funds Inflation Linked Bond Fund Class F-2 LOCK|#m#R?g h^J^z C@C%MkqtH >R@?Nr X$## fGD# yg&r! Y-HVB LOCK|mh$&gV ?nPbY cYYf%&#&g D&#Qb> X<V> SX&@ twQMJ ?-F LOCK|yS%Wr% lL?w$ kzJb>LWGJ #rHj&l NJ#% bH!R jZls& @-<>%>@ -
Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Corporate Bond ETF AB High Yield ETF LOCK| z?K!@ Y$y$@?&T ?X#w @&ZMf h@h% LOCK|<H@v$Pm #Qn! kYQ! GTM< LOCK|@Hhl^Pr Jr?<@b bT&y BmL -
Municipal Bond Medalist Funds
Allspring California Limited-Term Tax-Free Fund - Institutional Class Allspring High Yield Municipal Bond Fund - Class Inst Allspring High Yield Municipal Bond Fund - Class R6 LOCK|DV?$X<b $bD!#MX%%<sL BJ&/g?P-k&>@ d?fC - !RD@g fr LOCK|<<r$g?# gk^$Xg$@J<!! &B<-^$<P c$cz - lHn$< %<Jd> LOCK|FTnH^J& z@FZ& g^@x# khY^%%&vN Z%H? -
Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|KtG>Wf^ $%@#D@ ^$zWj@># Q#cd^ c<C$ %qwgk x LOCK|z<YwFb& >yHdjG q!p#g$V! QJbQb Y<<k !>!zVG@YJlJV! ?hDS>Zfj LOCK|sdG!G&B &s#jfcS^J dRQgvJ WPVJ^$SH<$$^j k>#>X!?&r K?w#< V -
Standout Munis
Allspring Intermediate Tax/AMT-Free Fund - Class R6 ALPS | BBH Intermediate Municipal Bond ETF American Century Intermediate Term Tax-Free Bond Fund I Class LOCK|%?l&b! h$@#c$@ ZRDnY###!>?F-!s%F RTr-^M>T #B%P <!%< # gx<!# LOCK|tM>%&N CSBP< <jS W>$t%% KhBy Zym&® WJSg& p-#S# LOCK|#q#GL! %WT?S t!b-m<?W<v &<X# y@bK® rYF&$ H -
Taxable Bond Index Medalist Funds
BNY Mellon Bond Market Index Fund - Class I BNY Mellon Bond Market Index Fund - Investor Shares BNY Mellon Core Bond ETF LOCK|%g?gSR< <@m @c>f> V-l <l$< !QT&?!t$? p?$& <!@b LOCK|Bl#LxTc n^>%GCMVh >vZR @n&K ?!rC<$ zZ&TCZg$ Xj V&%gRk#$ q<M&F? LOCK|V<?dF$@ %!pl@rM>W vKX H@w< H!v^&w ^c!$?d%@ Wb q!PYC%Bl Lyrnl -
Taxable Bond Medalist Funds
AAM SLC Low Duration Income ETF AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I LOCK| XYxZ#&K?s lS^^ L!b LOCK| @!%#$K WTsY >$Cs ^@rgL j LOCK| zsVr BN??> qCJL -
Ultrashort Bond Medalist Funds
AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I Allspring Ultra Short-Term Income Fund - Class A LOCK|QP>%X^R TB<q$ NrGf#-PtrR Gm!Wc^ t?j% - MB>cS hRV> LOCK|!q&&$<? !B>#% $br?W-?x$< >^G@G> &W&% >Sw&j !&$j$ LOCK|vW? QLr W#?RwqhfxM @ZTvK$ r^h
Medalist Funds By Style
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Large-Blend Medalist Funds
Allspring Disciplined Large Cap Portfolio Allspring Index Fund - Class A Allspring Index Fund - Class Admin LOCK|!%?%y@< v!$hs xzM n^#K M&x? - %Cv$$ hy?$W LOCK|<YwK&tq w>ZC@ K^f D@<C rKQX - JL%&@ ^H?v< LOCK|Y& $?@<Y! !<@Qs? %T#$P%^s^@< CP%y -
Large-Growth Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I AB Large Cap Growth Fund Class Z LOCK|Cfs >N F!zT@ LOCK|>#y >$ @l>< >#<RH mlBt LOCK|#<b B?Y$TCDm!qLQ #&p@<t <t&k -
Large-Value Medalist Funds
AB Equity Income Fund Advisor Class AB Large Cap Value Fund Advisor Class AB Large Cap Value Fund Class I LOCK| n^@Q< !>g k@>RH ^RtK $bkZ? &X?% LOCK| $> Qs%Y ^%&!sHQ# #dLs LOCK|#&Jt?X% C^%#z G#W r^XV! B> $q -
Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|#qBxPTr %QPQcsC$Ym& ?lv^% hYl vYmw MxdNT@dK@Dk#> ^g?c$g LOCK|%KpSk%Y !$@? VB>> Bkdh LOCK|& >mgCG ^t< y%wz!-KX#>p lW&d $%k!c kp -
Small Growth Medalist Funds
1290 Essex Small Cap Growth Fund Class A 1290 Essex Small Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class R LOCK| ?!$>H tQt sf&J$d <K&N%SyVZ dbSk$Xt <SC?# LOCK| ^&<&h <ZX ><^p&d p>Jj@%sK& vHt#& ?f LOCK| Jxh<^ &!g @Rrh!> h&bj?q$fS Scj%# QJ^ -
Small Value Medalist Funds
AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I AB Discovery Value Fund Class Z LOCK|#TlWXBX QM#NH R>V vc!L? @#wF Kcdvl B>@ LOCK|? @BN$^ cL?@ !V?>! h># @J?Rt YC>p >x#LV bC& LOCK|k <ZQ<f kC$C dtT<y pXk t>xY@ m$bD %@>V% J^ -
Mid-Cap Value Medalist Funds
AB Mid Cap Value Portfolio Class Z American Century Mid Cap Value Fund I Class American Century Mid Cap Value Fund R5 Class LOCK|$<D$%x zK%gGL? ^%g Ymp W@#n% &?$g !T ts^J#$ LOCK|Jv<HQX N?@>@JR ?J^ ?#% D!Dbl JD^S N ?%!$BN>d LOCK|v gwgJJ p$h$ <>g kLr #C@QQ #rN& - gsQHH b# -
Mid-Cap-Blend Medalist Funds
American Funds U.S. Small & Mid Cap Equity Fund Class 529-A American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-3 LOCK|z&q^Pp Q#TZT S.<. $qpd^ & mR^ &k% @V#QR# <&@M GNxVq $hj# LOCK|%@MGFH >%nf< !.B. ^d@^$ & XB? @QJ @nJDk^ ^Rt? >$^J$ >->&^ LOCK|vwk&vB <<#c^ $.%. Qvd@f & G$M j!$ $%CpTH wrFj #V@<p !-@? -
Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|R^% hTT Q<p $? !#?b LOCK|^j> MKp L?m %@L@$< ^!m$ n##VP < LOCK|!@k $FJ >n< vSP@j> @fyr@zLk! ?SN#B T-vR<&
Medalist Funds By Sector
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Basic Materials Medalist Funds
Aegis Value Fund Class I Allspring Precious Metals Fund - Class Inst ALPS/CoreCommodity Natural Resources ETF LOCK|@w<w>P rp<Zrj !w? bgKM&<H @Dg&GvQj# ?$# LOCK|v%# & B?!$yx QxLsRvK g<XbDRpy^ Z%JB?^ Z#l@%k LOCK|W!m<># Nj?!kj^ Y#!@ DkKX - <#&R$ %#< -
Communication Services Medalist Funds
Fidelity Advisor Communication Services Fund - Class A Fidelity Advisor Communication Services Fund - Class C Fidelity Advisor Communication Services Fund - Class I LOCK|S&rbGG wwt^&wB !Tm!^v@Kf@$>! #t<%D>&B WfwM - YY<hz <r LOCK|?d@<yG nPWsfWp <P<qMClCpM&g@ QQGzv!hJ >tPb - ^f?r# C LOCK|<QQ!fH wftHb#ZFkL Qx?P!F<#yKP&qH QzGh% -
Consumer Cyclical Medalist Funds
Fidelity Advisor Consumer Discretionary Fund Class A Fidelity Advisor Consumer Discretionary Fund Class I Fidelity Advisor Consumer Discretionary Fund Class M LOCK|!?wS#> &^Q<t?? xjNPr!fF ?^FB^!f#cC%&K yn?X %JZ%F < LOCK|MLBJ&V Xk@< #vGJ?vCH B>k$@#^V#!DjS ^P%#& %^@N LOCK|JP&MWv Bnt>sq ngV&m%>?MY@j >D> !zp&W$& kZ<<fTQR%X% -
Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF iShares Global Consumer Staples ETF State Street® Consumer Staples Select Sector SPDR® ETF LOCK|<LV!Jg &f@#f^V@ #c$J>%q <v>@# &>?T <lQPQ Q<>r<sT #<j@C%$ LOCK|GX!nM< sr@wVj^g nT@#SWC ?<Nj$ djxR H%S P<p<?%#D^ -
Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund iShares Global Energy ETF LOCK|<Nt$> J.>. MPPcsG m@Cdpm LOCK|GF$<? >.K. H!$ & r?< >!D&L^$@PH< & %Spfb%PNT$ $X^S LOCK|V/ZFwF$> &K!mY% @T$N$p xB$l %#&cZ Y -
Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|QDZ%YK %HSln!% &CT^>Y$krN @LD< - TXQ^j Y LOCK|&@G?Kh SMyQ^jw S?!p$?bV#x Cp$l - kK@?D c LOCK|V@&%H^ Cf$b><Q @md#&&zjJ& BrWB - !J#zX M -
Healthcare Medalist Funds
BlackRock Health Sciences Opportunities Portfolio Class K BlackRock Health Sciences Opportunities Portfolio Class R BlackRock Health Sciences Opportunities Portfolio Institutional Shares LOCK|>GgH^<b ?GS<^! Sj@k<CJ^ x!!>%PjS!!^Zx fd^m?S!rw v?W#sP^N ? ?F<YkD&MV LOCK|#%^$QQS J?@Vq> W#d!k#Y@ Df?K>k>Hwd$s^ k<>ZQgP<S ZNx?j%W ?&DJBtqfF LOCK|Y #zK<?#! Cy#^ Nz#&F^Sp dW>q<%nB>z TXZ -
Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|gK^>sB Fq>DDv^Bsr> #dxn> P#^Q qRwN$j< jHj@P>M LOCK|v&cgy< ?HDj>^h%Ly# ?nQJ? t!@c vJ# bTl@^Lm& -
Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|>jQG^m $R>tMQ? $W?>z# d!hg CRn#$M %yj@ # l@MCNJ< LOCK|q!MX!C jR%g&g$ v>V&rR TML% kG<JY! <S%! ^ #gs%?q# LOCK|p>h!Rj ^P?XwbQ %d?Sm$ T!%@ %@zWkZ @b<@ >brllkWm f>&$P^ -
Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|<&J vF YrpkNMt# & knsg$XWF $hML dZ&kW $$gm LOCK|@kV #p K!v!@%XF & vtGZp?nc VzM^ @&k&h Dy&m LOCK|v!^!mTJ lVrb<ySWJ$ GHgzG>m$vdB^# grP> @^&Vw %! -
Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|%Tr$j$ GC>G !pVn%wHZP RvKWJ Cr%R LOCK|>Cy$JV T?g%Y> !<^j!$k>! !DS@$!@B@T?$ LOCK|YW^cV% yF$N?H! @#> !m!^%JCf> MkYyk
Undervalued Stocks By Sector
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Undervalued Basic Materials Stocks
Albemarle Corp Alcoa Corp Corteva Inc LOCK|pvVq @@ p<#^@Cb <CG&& LOCK|N@X@q v?zjz%$J ?>fJc LOCK|zzc^ l%>$# -
Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C AMC Global Media Inc Class A LOCK|R&?#JY HRB@ X$ms&j%! RRsn>M - RlWVG F LOCK|&S &BV LOCK|rv% #P$ X!lFw -
Undervalued Consumer Cyclical Stocks
Adient PLC Alibaba Group Holding Ltd ADR Allison Transmission Holdings Inc LOCK|rG^x.&jk %xJzq LOCK|G?% ^sl ZSS!<SFD ^>>$RcYp LOCK|<S <B&J?D ZH@# -
Undervalued Consumer Defensive Stocks
Ambev SA ADR ATA Creativity Global ADR Brown-Forman Corp Registered Shs -B- Non Vtg LOCK|qN^!# X?#HjnH$ hPFY% LOCK|s^R^ v@ LOCK|&x&$cJf!N@p Vyw%R& WYF xYlj! $c -
Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Devon Energy Corp LOCK|dHdbLQ &NbxQ LOCK|@ WFV% LOCK|c$Mq cQ^PNB c^M& VLK?Gc!g Z>Lz!T - M%$SWk -
Undervalued Financial Services Stocks
Ally Financial Inc Apollo Global Management Inc Banco Bilbao Vizcaya Argentaria SA ADR LOCK|!% gLSD@F^< $F #YBCq LOCK|SL $m q$>kdS< H>lmMm> LOCK|#Rr^x$ &Dq d<WD^m -
Undervalued Healthcare Stocks
Alcon Inc Align Technology Inc Alnylam Pharmaceuticals Inc LOCK|cfNz!Hjs M<&@B LOCK|%>V! @vwVlsV@H$k<Y b$#H LOCK|swCL @mNcWB>vg & rjC#Q -
Undervalued Industrials Stocks
A.O. Smith Corp Acuity Inc AECOM LOCK|tK H>Hy LOCK|zr!T#D ktXN@ LOCK|#^%& hHy -
Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|C@mB !#F<# R^X# LOCK|@yS #?MXZ^ YVQ LOCK|SVJs #?^qM&%%p >^DdW^h@p? GP$ -
Undervalued Technology Stocks
Adobe Inc Akamai Technologies Inc Amphenol Corp Class A LOCK|v%vFs $D@TX?<<Z btB LOCK|QN<! @&$^>DPb QHh$% LOCK|$! &&SgX?! m% ?rz&%k -
Undervalued Utilities Stocks
Alliant Energy Corp American Electric Power Co Inc Dominion Energy Inc LOCK|h >T%htp %>B& LOCK|^@ LS<!JW D!PKx LOCK|??Ds F#$V$PC#^%<@!
Undervalued Stocks By Style
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Undervalued Large Core Stocks
Alcon Inc Alibaba Group Holding Ltd ADR Alphabet Inc Class A LOCK|<$lK>m &&# <Hvjh < LOCK|C#n%.&&! mB#^K LOCK|t^& %? c>%< -
Undervalued Large Growth Stocks
Applied Materials Inc Arista Networks Inc ASML Holding NV ADR LOCK|C&&^ ?X@ LOCK|#?TmJ^ jQ#g? LOCK|!<$W& V@y%Z -
Undervalued Large Value Stocks
Amcor PLC Ordinary Shares AT&T Inc Baidu Inc ADR LOCK|%p D$#P^@lC $c $K<## LOCK|Pl p< vM#?j>> ^DSc<PP LOCK|YZzqd xb!^dP<r $#@<wG -
Undervalued Small Core Stocks
Acuity Inc AGCO Corp Akamai Technologies Inc LOCK|hvq N?GspR^<!# >!^?&s LOCK|v#%%c$ MP> LOCK|>m#z@ hn>Q%jH&>#%& !dn^q<z& GF<&wf -
Undervalued Small Growth Stocks
Albemarle Corp Aurora Innovation Inc Class A Celsius Holdings Inc LOCK|X#%R ??%dp pB?% LOCK|!@s >q& ^!^z! Kk LOCK|f>TW !S^N -
Undervalued Small Value Stocks
A.O. Smith Corp Adient PLC AECOM LOCK|K^p <Qb@nk LOCK|?Q nG!G?FK^% %<^qn LOCK|@ xk&^&n bNZ&h fd% <xvG^ vW@@ -
Undervalued Mid Core Stocks
Adobe Inc American Tower Corp Apollo Global Management Inc LOCK|?#%!#? H?$ LOCK|?s? Z>rNGB $Q <zm!Q & LOCK|jh#ZbN F?j W!?$ -
Undervalued Mid Growth Stocks
Alnylam Pharmaceuticals Inc Amer Sports Inc AppLovin Corp Ordinary Shares - Class A LOCK|G gv$ >?g %v%yyv.<>f@qH LOCK|^vp%# >F$ SxBYrJP< cZ$^YT - Lb!<T fh LOCK|<d?%>h ?kg >LZ!Ds%< q&<pt@ - &Vjs^ p% -
Undervalued Mid Value Stocks
Alliant Energy Corp American Electric Power Co Inc BCE Inc LOCK|Bl#V J#w$$x%h< & tsg LOCK|F?Fz#$ %lR$N?&Z<W^ @D?g%? LOCK|m$!B#tr Zq%M^sD^w< y$Q%t%^^! ^@z> <<@cS s
Moat Stocks By Style
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Large-Core Moat Stocks
ABB Ltd ADR adidas AG ADR Alcon Inc LOCK|%MTCt D@#zW HP$#<DD >&w &h< LOCK|m>P<Z! >?? <#>Kn D LOCK|V@>zn@ gl? %@XCG PTNS -
Large-Growth Moat Stocks
Advanced Micro Devices Inc Applied Materials Inc Arista Networks Inc LOCK|%Q bRM$>jK RY pjkYp@ LOCK|r@&n %^ LOCK|tr#<^g $dG#T -
Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|lhT< &$#qG tFy LOCK|pz% $&< SMvQs!!$ K#?j@%lhz LOCK|F!Rz!k $jgZ?^Y ><Ffm -
Small-Core Moat Stocks
Acuity Inc Align Technology Inc Allegion PLC LOCK|@#pct >&@w<@#LHSY@ D<zPDHF@ <%#X#k LOCK|!%dff!dw B&?Cd LOCK|#%&Q JHXZ# sF&vCB -
Small-Growth Moat Stocks
Albemarle Corp Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc LOCK|C!! pxX LOCK|>^ QKn>? @bngK LOCK|%GS>R q^J$t!bn R^>! -
Small-Value Moat Stocks
A.O. Smith Corp Adient PLC Asbury Automotive Group Inc LOCK|#D$$V$<b YB^@y LOCK|$D<& <cSp#t<RrqlS$ &#MXK LOCK|hqWwd! t>z&tLvDxdVdfM NjW? -
Mid-Core Moat Stocks
3M Co Adobe Inc Agilent Technologies Inc LOCK|$ %fr%!np# NQf Rpjy^^HQy #t^B LOCK|$X<ZF> CcX>? m?lhz^ LOCK|n%?SvS cG>Fr !DYy! K> G^^G# -
Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc LOCK|$b gZ#yh> w#P#% LOCK|Y!?>JX ^tw? ?#<zk<@Z $xZPM% - Qvtg@ &c! LOCK|RW !zWnHbt%d> !&DH $^@&zKL^ #!!B?! - QZB$& b#>$ -
Mid-Value Moat Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|PZh# jz^cXl#y^ & %KqVJ LOCK|DSt& p^dr LOCK|Jp^BgH $Mk$<Sy<!c? %^%
Moat Stocks By Sector
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Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK| kwkkB$R&!b %>G^$jPs !Mn LOCK|<wnxn YY%@ LOCK|< %!#$ -
Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|GS$lSB &?HZ #J#J!!?S !Kzn>Y - $Q>Ql H LOCK|&H WC^ LOCK|qG?pJ FwyJ%bZLRgV@b! K$< #<nk! r$F@ -
Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|z^@>N r#<&#$gT<c%b ^<P@hr!h L<$&&? LOCK|b?!#.VmJ LZ<M< LOCK|&!? ^%^ C#f#Mr!b @yGKFJ -
Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|vgd?! ?nc%L^j< KmK^b?K Sn> !^M LOCK|&h&-RCx&vy R^%< K?l?%?MgR# !Ns -r- q$T >?M LOCK|n>^< b!@ -
Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|t!f<R %jMR> LOCK|?#wk@F%F<?Lr>^ LOCK|C!t >RX^y$ &>?g -
Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|w #kt m>&%? M# LOCK|&xZ% qRW!<< n$bMv$j#zv f#vb! LOCK|@F >RJ!wj^zxt nKDT @r%C$xKc $@Py<J - @#%$y m^ -
Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|tyX d#fZ LOCK|f#n tk>cL<bzSz wHH LOCK|R><q% $BXb$^l$!%g$R?Z dpF -
Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|^RyF^! &?^ LOCK|g>^m ?nd LOCK|fQ !Tz$RrV@xY C!vGv! -
Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|?@R vFztK# !?&@b LOCK|!xnHm n%#d> LOCK|JVr @yP! @TfV^SJ SzGDqs -
Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|gt?JcR >PR> FFR?# $$W LOCK|d?@q fcYCM&G &g#j% LOCK|&S! $j&H
United States