Best Investments
Featured Stocks
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Exemplary Stewards with High Dividends
Ambev SA ADR Bristol-Myers Squibb Co Clorox Co LOCK|FmPHb !^c LOCK|PTb!G$ hKJ!%<? hH vT&MM LOCK|#FX^> #@C?& jJ&j -
Five Star Stocks
Adient PLC AECOM Alibaba Group Holding Ltd ADR LOCK|B>y> szTd!Fv^^h f<l%L P^^&Lk LOCK|$w<w $H^Rn!##p< >Rv ^kw$s & LOCK|@t & c$?s Z#$#v Y&?ts$ -
Moats on Sale
A.O. Smith Corp Acuity Inc adidas AG ADR LOCK|w^^z <B< LOCK|^>w hHP LOCK|M &!kF#X?$ Jbp p?@&b@%@b Q@wt -
Undervalued US AI Stocks
Alphabet Inc Class A Amazon.com Inc Amphenol Corp Class A LOCK|?ZJlSr >Wg LOCK|^Gb<>>@ y?>$ LOCK|^WSY ?wK@ -
Wide Moat and Undervalued Stocks
A.O. Smith Corp Air Products and Chemicals Inc Alibaba Group Holding Ltd ADR LOCK|nnQQt? <t^D? LOCK|#vrz#< p<K !%lh# p LOCK|x<JXkj FYG sl&k^ yzg
Featured Funds
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Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% N&?hlG<Rg> &%R< LOCK|& ^Rv%Sh!@X>c $^!M jF?>q N >j^>y?# LOCK|L@vH s%sNT!!>f m&QW!gQg Mr!t -
Attractive After-Tax Tickers
abrdn Emerging Markets ex-China Fund Class A abrdn Emerging Markets ex-China Fund Institutional Class Alger Focus Equity Fund Class Y LOCK|cCz p!nf!! & <j@vc! D%!R ?ZX^S t?&v LOCK|HvM mn$t@$ & M$LkV@ #@yW r<!t% % LOCK|!jp>@ZP JM@Mj!<gKvz !S>CJ %N! PYf# Js!!V g -
Best Aggressive Allocation Funds
American Funds Growth Portfolio Class 529-A American Funds Growth Portfolio Class 529-E American Funds Growth Portfolio Class 529-F-2 LOCK|>mDV>r d#p%% %!R&q! Q<l$?@^Bm ^&J?X tsj-n-^mSZ LOCK|<tr>$b <j^$v y>zb>n &w#p&c<qM N#LJT nHKv LOCK|K?yF>@ ?ZCG& &t^>!Y fN$C%ry!n wVwBF kn@@-dg>$ -
Best Convertibles Funds
Fidelity Advisor Convertible Securities Fund - Class I Fidelity Advisor Convertible Securities Fund - Class Z Fidelity Convertible Securities Fund LOCK|k#X^ >Vbq JPt>L$yP@y GvMpHk!&X$K %%&#>DGxrh s!^# – C?lgrhD>N@dZ? %<QN%Z LOCK|$$@% <&!% T?cb%tx!%$ lZ$dkXx?sx? T?p?KqL##! &<$& – BrZm<!>&!> ?dFF@ LOCK|jPnT GQ@WwD$XGm< Pj@$ P&@CL ^^bjk -
Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|m& N>Z<Z#^jF#%J> Cw%G>! $^^>Zbdg lDNw gh@Y LOCK|t%%jZN qH&J?$j $.$. zX%SfHd x>X?t> #%> LOCK|s>mLs Rq>X JT@^wH@ mRPYp@B$kN >.p. Zn??J -
Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|S%b?? t< kr#%<-Q@l b%qlr<gH!, !Y#b>Z z<$ &@Rqv!@zY P$nvN <SLd? LOCK|&#qSTd l#<%<<J YLP^r'N DKj!F&Y%^% YNjc - %F$q? % LOCK|G<K kGkCmy Z%^fHN%qxF%LF Sn@^ts$ P@?h VQ%ybjfWR#x&D $MrlCs -
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|ggL fVlG^h@Fk Z>C &?H! P&Wjh! ^jH! >#K#C G^xw NFqQ?^d%Ml?>xM RXYM&# LOCK|D^? $!Wt&YY^N $hw ?D#S &%blW< ^@@Z n?y?L hDXG ?BFYJ !-f% LOCK|p&l b#>#f&$#& Kb& ^L?? $Vk?&J lG!l !Gd$> vywT cF@!T #-$> -
Dividend Index Medalist Funds
Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF First Trust Dorsey Wright Momentum & Dividend ETF LOCK|WG^ l>&Xk Zs?<sT !^@n!?TL P$<Dj!f?@ ?@L@ LOCK|&ghJ%% K.>. SPYg ?z!h@#?b ^>XT DS%%B HhkgX& LOCK|>!Fqk yFD b^!LB Rn%mP^&cGZ d!^G&%$ !%L$rvh? &@$p -
Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|l%k& ph@PF!?>T b^KDd#l< @LHqFw LOCK|Mr! G? D%jcW LOCK|t?> &? yy<K<@!r & !nT?!nss C!#x<! -
Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|J cB%DB hS^ Z&SRp-&V#SN J?%? <&V^H % LOCK|J CP%c! ?hS @!M<w-#PnC< @dnq !P$^< %lY> LOCK|@ nRYDh BB# l&f@L-CdzzK d#RH zCL#P Kf -
Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|V# &PC>?cP>>?Q!& !vDTky Q@lz>!C% @&nV zxL LOCK|%Rx$l! #<M$#VK k.s. @^pj&>p <!#kH% @$$$$g LOCK|VR&m@ <k&K YC%>DWv N<?!y?G%#H $.z. W<pK%Y -
Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF Xtrackers MSCI USA Climate Action Equity ETF -
Savvy International Travelers
AB Wealth Appreciation Strategy Advisor Class American Beacon Ninety One Emerging Markets Equity Fund R5 Class American Beacon Ninety One Emerging Markets Equity Fund R6 Class LOCK|&d$<Lh >KzDbz #^xlVl Q!m %cbz>Z#k w^$V?#c &jC>R% WKy& H @j$$y? LOCK|<mc>&H @Gps$ Cq&N>!@ cz!?R tK^k>M Hn< x^f&B% !t#$® ^#PlK $%j-^$cj LOCK|#lD%qw &%#@j &nVcNM^ C@>L$ LdhNys %X^ $W<znf $$b&® vhs<l @S!-F-sS% -
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|!&> !q Bb^lDt!R & $RbWk%Ld &sCj LOCK|sC< >c Cd#@nKCQ & gQCZ%W#& n?d$ S#vdV g LOCK|$q^ pM K%t$R$sH & Z>s!G^@< ?YnF q!mys 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|!Xxz&?g tdV$ R>v #JvCV<$ #&%#V? <tg<X> zbl$W> -
Top Medalist ETFs
Alexis Practical Tactical ETF Alpha Architect U.S. Quantitative Momentum ETF ARK Autonomous Technology & Robotics ETF LOCK|jF$!P dd ><Z@c $@^ GLT>h cp^%# LOCK|Q $Q<f@H ?>N> JfLy xT^ LOCK|C MwkcPJ lfBc?%^? V&><LlLP TF#k&! %$DZB> -
Top Performing Medalist Funds
AB Equity Income Fund Advisor Class AB Equity Income Fund Class Z AB International Strategic Equities Portfolio Advisor Class LOCK| PTK#RzF^>Zrf@ l?c!Y!kjw $!h?^nmb r@L^#?>?q ?MBt? n LOCK| ndz!@ d&B YS&WB #yP@ NRJY@@B bjf?# LOCK| cG^lD @Y? $l!fB %vF$ ?l@TF J -
Top Performing Sector ETFs
Alerian Energy Infrastructure ETF ALPS Active REIT ETF Amplify Blockchain Technology ETF LOCK|Dp#s& d<N&Sd & m@>mGp$ vbvJ#&!@p ^s?Dq^> ><ZW >N> LOCK|J>X SK!L!>@Ss@ ?!&c?S LOCK|%#lhq bpq?nq d$m@&@&G c!SBK?y<$C #!&G
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|J< &@!G< Y%qg@ ^!K %#@qvn ><!l L&dKd j LOCK|B! DW^<& l^Tg@ &#z !PxTf% @<jy ?^X@w >> LOCK|jh ZTZyD &S?>%/d?g $%W K@^@m t>W! %>qbs >wGd -
Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|#j$#D? WqxRF N#<m<?&Y YpN&>t K$QD® Wd%$f MbX-@X& LOCK|GlVx%? rl&&> ^QBt&>H% #z%tSp NTtw® CKR!P Q&^-v-#c@c LOCK|lg#?QL b^d@t jM<k$&Rp kG!G?T ?@Dg® >$@Y? %L#-n-wy -
Core Medalist ETFs
AB Core Bond ETF AB Corporate Bond ETF AB International Low Volatility Equity ETF LOCK| !@ @#f? %&^$!#@n nBW LOCK|<K? xy ?Kp LOCK|#Fn Wqq$@RvP?Kc& ys?wvw Hk<YS -
High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|Lss XTV&J @%l#g< &>?! S$jl> h LOCK|pL@ @@F!L >x#c>m LvR^ vhvLb rg^ LOCK|XjX qj%w% ?%$ ttM&&t >S$#r@GV< Z!^^k <-<#! -
International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| XfhPX^LdGjMRW N>X s$##wd%KP? VLX@P% <t#jJ LOCK| jH^$fN^hjk&N^ rW>W#NvgD jPmdXbrt n^bkwy<Kl l<y#G?H RDJll LOCK| H&SVMYy>?Xr!x n?x#Gr??p pz%?R?%Z Y%qcf%^<$ BHm!@ z>% -
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|HB J<%#^ gyTv$ ms? @zm@^L z^@! ^cTZs ZK@ LOCK|?> @X>$> HS^y$ hj< NWpSq> v#gk x@f$P V LOCK|Y% !z##v P%g^b/#<S wg& mCjnb #<Hx xNnGj %W#> -
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|c#^%c N# Yf^ds ^t> T@XRp@ V%jD&M!$!M^ QYk#v GF<M &p>lk y^mRX LOCK|Y>X?Jw Nhyg@ &#$ ldvL># >&$@< fY%p% LOCK|!c?m>j VMs <r< f@P@m< >C>Xh xGR< -
US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|!X>$^$ Xsc??RG f.#. ns^%FCB &XM>Mj >CHS LOCK|V ^^<!&s C??^b^KcD>Z^b V&g ln# WtnV^ >Ctrw #!>w Wq!P^ #% LOCK|S r^pgTW %&f !yg Qzz^R @>^j -
US Small/Mid-Cap Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF BNY Mellon MidCap Index Fund Class I LOCK|Q d!^^%D s^dym> lZ@HC bm>< ?$%^?pVg @>>$!! LOCK|p g?@?>Z c^p@w zWR Cn?%% ptl$< C%QY Sr!<j wK? LOCK|! KT<b^$ B<?tC ^^# ^$yS> &yK$% G%$@ ?%rd$<?R %@vxF%wj -
US Value Index Medalist Funds
ALPS Equal Sector Weight ETF Calvert US Large Cap Value Responsible Index Fund Class I Calvert US Large Cap Value Responsible Index Fund Class R6 LOCK|#<qm$R LhYTMJ&! Z<G$Lmhq nc^%% n#>G LOCK|g@>#d% Chs%$fsy $$C kZq bb@q^$ Y^F%^ LOCK|$^@R!Y b!mY %rCwbd^N ^h!%&
Medalist Bond Funds
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Bank Loan Medalist Funds
Aristotle Floating Rate Income Fund Class A Aristotle Floating Rate Income Fund Class I Aristotle Floating Rate Income Fund Class I-2 LOCK|MWQ$M &#@Z^kcp &^Nt ^P$$ yLSHs#^ %d&%c@Z LOCK|@^yhw JGZ>&%%& P^Hr PSqj Td<ZkY$v$zpd# pL$<xJ LOCK|?bLN< %^?h>@%@ lS?k XLxV cXVM%>$N <#KN@f -
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|qSW?M< QGV?Q!H Tl?<<sbM %Ccs @s<Z &Ll&Ck v%R# - ^>c%B h!> LOCK|LG^rM$ VZ!@v?M$ #?H! Z>Ty s^??HL ZddX@^@ LOCK|m? l^lMYd $c<$Zx>^ $^JD %!%f @%n^> &d< -
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|#%J@F$ ?>w&@bh!! tvvp !rX^ WR#HN f^! LOCK|$WSS &-FZ y#NN G?$%n$^D$ x&^l <j>q$ LOCK|$^p kGgp%#® D!%r® YX<<S<Vyw g?V>Xm$mk h!Fl ^@p# -
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|%PRnVR <fz?F >>!@J?Kt @Lf$-kDLsR# b&!^!® %nzg? #@Y-r-xLD LOCK|s@yy@r @sT$V M^<>R$RT W$!P-qS!P%# &^WWv® &GHn< m-n% LOCK|#$^jS? ^$p@j dSfn>fBC BQ@!-vrft^L Yc?Q?® VzJ^$ m-J% -
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|z>%#^> C>BBN &T? Wy&@ !$^p #$ >!<&%@l® SsZz! f-^cc> LOCK|P<Wtj& >tB?^ ^rN R^># ?NMz v$ @^frxBq® h%lg! ?-GJ! LOCK|$yGySX h?!$% $P@ NWk@ ft^B $r @^z#NMC® F><v& H-x$XK -
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|?pNd<w vL^&d> ^>< @@#y ^gb% SB%L Y&Z^ !% ^#!l&M LOCK|D<# YlL^ WyCp ?^%b @YY! vWzDc n^dD^MlndJ^b$ LOCK|Vn% Rt#G ^Qm% Lkj> @!v^ %HQ%D @jd?%YlyX% -
Best Muni National Interm Funds
ALPS | BBH Intermediate Municipal Bond ETF American Funds Tax Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Bond Fund® Class A LOCK|JkLTqW DTDYl >j@-!kN^B& X$Vb $Fj^® &yRbP t-> LOCK|rQ?^$? mXs>^ S?c-?x!Q<q vvL@ WGJD® >Z?!! K-Z LOCK|JBB b^K? J$WJ?&#>!xW@ Jsy@$#Tlr r$@J !f^# k$JqyQw^dHmtV >jQ#%yB -
Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|yJfxB@ Pc<Q!#hK& >w^YyW <@B&y LOCK|lp@p#y &wj ^&Q?b@D#& XK?Hbq SJMGy LOCK|$$@NN< n?v YfKQbJq>#?R z>&>m?<jz yj??&q <DYp -
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|<Rfdq? !Sc!J ^&M-?Y$@C< ^Dh@W%clcl@y s@<!XMl@# ^hL@H F-HN LOCK|WG! >^$#^-mt?! @qW&K#cdB <%W! ^K?X #HLZgt!psCgpj G!!^Rq LOCK|@LQ%#% %<<$@!V Yx^j&Sl PfrZ txz??s@wc ^nFW$^ $Q>Dqd -
Core Bond Medalist Funds
AB Core Bond ETF AB Core Bond Portfolio Class Z Allspring Core Bond Fund - Class R6 LOCK|@?vr&Lc g^&v v$gp ZrKC - v&Bg@RC>bRLdY &gk%k LOCK|wY%n^&H ?NMl mQ^> $$x!SWLxCVjN LOCK|$&HvxD yR<Q% ytQ @RhP f&yn %r ^C&w%GH® k%&lf F&v-T^^ -
Core-Plus Bond Medalist Funds
Allspring Core Plus Bond Fund Class A Allspring Core Plus Bond Fund Class Admin Allspring Core Plus Bond Fund Class Institutional LOCK|&R<<pXH LT<K @Jp! s#Sl jD!K TH%g! !Qw^ LOCK|J?!ty>x #F^X tDrQ f$&!q LOCK|%x/&c#fJ %lVy! JP!&m$ g&F^ #d&! XJxTV @$ -
Corporate Bond Medalist Funds
AB Corporate Bond ETF Columbia Select Corporate Income Fund Institutional 2 Class Columbia Select Corporate Income Fund Institutional 3 Class LOCK|MGYX!#C ^sy%@t ?sTlVm$$@ <g<g N@vq NR@K< @W !<!F^ZH LOCK|#CYbC& TFb!#@N ?k<DMDY?Y K>KC vdLC - @?#n# #v& LOCK|zh^g^$ @%s$!^##@ $<n^ Pbh^h% -
Global Bond Medalist Funds
AB Global Bond Fund Class Z Amana Participation Fund Institutional Shares American Funds Capital World Bond Fund® Class 529-F-3 LOCK|&dQk?! ZT$?! nW>c?#T vP<>^ hc@k fhn^® M&Mj@ %-X^j LOCK|m&hc&q pLVL^ W!<NmxF XL@W@ Ppj> d%Ns® MG>w& !-$fY LOCK|!H>!&c PzMw< #Kr<s@L C&>tX V!Qk ?w<?® <lcjz Q-N -
Government Bond Medalist Funds
American Funds Mortgage Fund® Class 529-A American Funds Mortgage Fund® Class 529-E American Funds Mortgage Fund® Class 529-F-2 LOCK|N%w&?# %>Sl^ S$!@?^s> r>w%® ?KXhp Nb$-#-!## LOCK|&%P%&% &#@>n hX&b%Q?C tS>g® kJ?jf ?< LOCK|>rFQGX ??tM& M&&<RSpF D?rV® WcsX$ <-^Gm! -
High Yield Bond Medalist Funds
Fidelity Advisor Capital & Income Fund - Class A Fidelity Advisor Capital & Income Fund - Class I Fidelity Advisor Capital & Income Fund - Class M LOCK|%V<fPH ^?$!FQ> PM@><^> & @tqRy# sN&> - ?T?@C <X LOCK|$mg%@b SS?hB>$ & $d^&z> $>MdR LOCK|>tQF @^^K #$h$Nv?^<& wl@W-<F>BV WQdh$P -
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|#@g?h& <lb@s C?rt@@m%s ^G%%bc QZZ% k!?T <tTgj &->W%q LOCK|V%Q@f$ j$M#$ $X^F!KvDj !^#mnX >#c? $x!Y G^FgF #-RVf< LOCK|m^GKbF Y##@K ?WH^!J$x$ s%$&X$ J?%f $Qgx %xx!W F-LNJV -
Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Core Bond ETF AB Corporate Bond ETF LOCK| pPy$ mfCPv scfy LOCK| P?%@# gwTcKjY# #s$y pFttB $Vb LOCK|b#Vc%sW xv^> >@<! GJH -
Municipal Bond Medalist Funds
Allspring California Limited-Term Tax-Free Fund - Institutional Class Allspring Intermediate Tax/AMT-Free Fund - Class R6 Allspring Pennsylvania Tax-Free Fund - Class Inst LOCK|?$HN^h! @R%mY $RC?l ?LSRQ^hVl VSBmdN LOCK|>?$<Z!> >NdBN @#&$G-N^rm L?^j<pFRJ VYfF<@ SKcL - fns%t C^d$^St LOCK|ntj@&Q^ #K!$L #t&#@-t%C$ @br>FpMg? <!&mJ# gy$v - Xsf$< &fkw> -
Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|yJvc^D$ XW#N<W sTpVbTST ^bqbG m!f> X$^K! !Y LOCK|G^hdpG! <J#&Dr npSk>^Tx %SFkg g^d& YD$@DCPwN>^?& DLC>RnQZ% LOCK|K@MZV>% ^fLfpX$Jg &X^l@P #@y$!%S?Wf!<k n?#<<gwwK !<QC> cv -
Standout Munis
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class A LOCK|m!Cwxf !j^l<gY L@#$G^jD< YldHtz >k$l - !Fw$& <m LOCK|ht!ms@ ?>Xg$MF @<<l>q<?S ^?RP?< $lz^ - LGG>% P?W? LOCK|#F?mV$ %>!LpS@ !%vD#LqWf >FflL# kxQq - @g!W< @!^ -
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|m?wJ$&? $qK tg!Ys G-! ##?D JWMFS%RZF %%Jp LQBB$ LOCK|ln>vLG# >@lKJ!Pnz @y?> G&Xk >XN$P# ?kr%!pTl s> <#RY#Y?! L@G LOCK|>k%nVg< r^Y^g>P>q ^?< ?J#^ XlWWZV DQjN%HRZ Mp !N><$>gY VMHhH -
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| vHX@ ?r@$ &Z^@$ LOCK| qlpH ^s@n mNSc%%?%h W#BQt >S&K LOCK| S#V^LT$D^ fvk# ?$kwm< -
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|T?fDFmP wgTKs &$mr#-yPK> W&>n#< M@Rd - q>%@c p$j&! LOCK|&<sp&cK nBP@d #>%yP-%XG< %^?>l> $?<@ MkvN< ^&<s LOCK|?G% c%p $D%^>jQsXT K$jn@s sNGt
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|!$Tf!xc MqRhY Dz> ?Z?! k&^k - Y>p!@ >XXnxb LOCK|K^^!wsH #$$!j m>k C?>H qrY> - v<%s$ %&M# LOCK|rX b?&d>w xX%<@B !&RY@&R?!HF %N! -
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|#by M& p>gg& LOCK|cHN w< L@SJ Qy>#! fj LOCK|&Y? ^!^^Q#<v#CbS GlXxrB tp&W< -
Large-Value Medalist Funds
AB Equity Income Fund Advisor Class AB Equity Income Fund Class I AB Equity Income Fund Class Z LOCK| XKP$D >m% Ry%tt &<$% s?@cLf& >?xtktF LOCK| ?@%l> Nv# @#P&S MCb< m?NqS > LOCK| xR#$? K$P #PN!% l&&h &dx&@ g# -
Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|CpSjjDZ SRT?<rwc>$< GZ%?Q LFW fRv# ?L<>y<x??<?&g >D^N!v@$ LOCK|p<g!@$L <t!? f$Xt yJ?#k LOCK|< gv!R% #J^ PZ>$r-LgZr& DtN% qy!%c Z? -
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| &^MRY >Bg K>BFx& ^J#N&<$m% RY?>>Ph WmC>k LOCK| DBBZ^ !@S wxN&jW zmFbY^sFB >>lf^ g LOCK| !pnb! mCy Syn$PM ^%#!&%tHj @BB<p V^ -
Small Value Medalist Funds
1290 GAMCO Small/Mid Cap Value Fund Class I AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I LOCK| tt&LnQ##N $dmC^ FJS^ ?WQ$! % LOCK|@B#MT$< ?qJ^C nYy %j^qh Q<@M ?qltD H^vX LOCK|lP>Wfkx lt&N% twy Zk>@m >^>G WG<xb ?g! -
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|$%w$Zp vXC?@ww mQ% C@G H<r%z &%@% <C v?&@zk> LOCK|w>YZ@j Rt@CvK> x?W %GN @W!lV wCHC t c$>pB@# LOCK|& @nQHK lT%< #m^ lx% !pGdq c!m& - kN#!L R$ -
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|^>zD@? #n!rc w.&. $x^CC & GV& ^Db p<DWZL >r?S &v>#X ^N# LOCK|T!Rt#j drRGc l.J. Dpw&$ & X>% ^>? $prQl> %#@W y%LKS T-%^y LOCK|f!wFnL H>XBK F.%. k@sdD & VT< SbG JRp#l$ zyHt Cf>?N S-p>Z -
Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|#bJ ?<$ Hc@ vv b#wDr LOCK|jh# p@k zk# nYzcsq !><b ns^@& C> LOCK|$$Z jKQ $Nr X%?WL< $w?<$>x%^ %&KjT n-l#
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|^>R#<y %%VxB& ?Yl kL?zX@& V?s@^@!Z? PZWs LOCK|G?# & YVL>X$ !MBWF!j %$p@h>!>X !h!RJ^ v#zfyT LOCK|j%JV@$ T>Jj^## j<!V <mTb - K@!Z? xM^ -
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|kB!Dh& %$BX?z< C@Wgd%G#<<GC@ w!?t@G?w >zz$ - %bksb y# LOCK|pqKjw% z&<!x<V gWnLPKBgzkqr% mt>gC^<G #sL^ - qwW%@ J$gh LOCK|#&WHMV bQG<%?HH%n b!DBm??<jrchTK GJM@$% -
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|k@@T@B nJ#r?$X kw$%Fl^s $@G@>!Pt<C%^& XGSY sGx?J Wz LOCK|RRFssP Q#l< !TKZw%Lk v#?>jblS%p!g# !TL>Q HthjB LOCK|XhPF>! fRSbB# z<R?@><Ff&nt #fs Y%zYX>X RSS?x<#qc> -
Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF iShares Global Consumer Staples ETF State Street® Consumer Staples Select Sector SPDR® ETF LOCK|>m@RQ# >rN#!SL^ %GNq%Cj DJv<! ?lff RGV?c X$@Cgfv Mj$#TW LOCK|?W>? FGG#$n>Q ythPwCv QzQJZ W!YR yQp $@PfCQdR -
Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund iShares Global Energy ETF LOCK|!bK^R b.V. qM$>?y X!>l LOCK|!YjtD @.@. br? & ?Vy ?fhN&%zftb% & !@p?!J@#tQ &X%xWt LOCK|W/@@>!>X $xfZ#R ?WQ<MV t^?? CSn&! ? -
Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|^X?n>% w&CqSdc bjlQ?R%>J@ hhrF - Q#>nW C>xz LOCK|zZpKkJ KL^?x^< snt<zM%$!@ !G%# - >Wpv> G LOCK|zl&%&# KSmKSHV fh%<<d%NSS #pX@ - xr?n% prX -
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|qhvFcj% qG?t<s W^Tp%&#% V?$HB@hmgL$F? t?%fmpcD@ fXNz?Mk< F z#N%kk?<@ LOCK|>McLQ<$ !mnC?Z >H!s&tn? PB@gv?!!$g@>J n?<Vv@hsR !?PL?xf R%tK@@ LOCK|@ t!@!$#T b^Gw Wp&Qvp!@ x@#XjwYd@k B!!Y -
Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|?&@qv< LsL&WbM?y#$ #?!Rz BGs! <G!@<$l @ZcTY^&mY LOCK|x<&cx$ $MN#!GQp$%$ %lmtm Ww@> rgS <GVVYZV -
Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|!hqyB< >pp>t#J b&MSF> $dmB $KY%?C cp@@ q M?C@S LOCK|<kg<%c <BYk?^z !K%V!> bq&Z kZ>%Nx ^!v^ m tq%&Y LOCK|%#Ms?@ mCmG&hr B%^<<b %W^p ^#%vT< yZ#W NSXGC>S$ b^Pmd^H -
Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|#?q vY $NsvqP@& & ^kJf&^H< lRjM bNsb^ Wy LOCK|@xg Jc G$B@yN<< & %!!^!SLd >!pZ KQm!b G?$ LOCK|bvw&!qd @#VS%yR&mw J?B#%k@Zxx&mp l<j% ^j?cF <C?& -
Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|$&#q#? j!P< H?%jj$$KN %>bJq !ftH LOCK|y$D#vW v&$d&! xFZL?ZYqS VP$$%>?R##> LOCK|^dp?$T Zd&xn>> zhl !s%S$y$c> >g#>
Undervalued Stocks By Sector
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Undervalued Basic Materials Stocks
Air Products and Chemicals Inc Albemarle Corp Alcoa Corp LOCK|@jYH %>x RfD$hbvmMd ^v!phBbj LOCK| %gSQ#NbfS& L%pcg@?% <^% LOCK|w!CHD kw@&& -
Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C AppLovin Corp Ordinary Shares - Class A LOCK|>NZ SDB <dC LOCK|J !<D> LOCK|KsJ>H# K?Y v!PV -
Undervalued Consumer Cyclical Stocks
Adient PLC Alibaba Group Holding Ltd ADR Allison Transmission Holdings Inc LOCK|^^%R.TqM @ySNv LOCK|QBG !Gg >QTX?l%D %@&^W$ LOCK|Bv lzSL>$ &qr@ -
Undervalued Consumer Defensive Stocks
Ambev SA ADR Anheuser-Busch InBev SA/NV ADR British American Tobacco PLC ADR LOCK|%%V->%WPJq jW>y Y#>&WbTr^y %pF -n- <#f C?% LOCK|F%!@q l^#X$NdF ^%> LOCK|^J@l GP -
Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Devon Energy Corp LOCK|Htdt^!Df@ yD&jJB Z!S&$L LOCK|S@HX^& $$l LOCK|w JQWf -
Undervalued Financial Services Stocks
Ally Financial Inc American Express Co Aon PLC Class A LOCK|fR%w <y<@^M !lWRNpw$Nj tKSL LOCK|Bb #! Dy?ZtX% C!<jtb! LOCK|f<??Bxk @<Z&s -
Undervalued Healthcare Stocks
Alcon Inc Align Technology Inc Alnylam Pharmaceuticals Inc LOCK|F>%>@?n$ D!b# LOCK|r%K$^S^<h ?DF LOCK|Q$N# YrC<prr^H&hj# r>y@^ -
Undervalued Industrials Stocks
A.O. Smith Corp Acuity Inc AECOM LOCK|Q? z%k$ LOCK|>%Vq>Z >Frk LOCK|>Mp^ NS -
Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|!$%V K<q?D %^tC?L LOCK|rc! PQCS<> yj!fYg LOCK|&f>LJ & $%^$^T&$Z XQPS& -
Undervalued Technology Stocks
Adobe Inc Akamai Technologies Inc Amphenol Corp Class A LOCK|^D<!&Z >&l LOCK|?l^H t^H&X #<%! LOCK|VjPm% >$Kl!wS !<W SNfX@@Ww tVjQ#G - mJnWr G -
Undervalued Utilities Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|@sF >rB@wl &PL% LOCK|&c^<%<$R? q$?tZC YGl LOCK|xyk$!K $>?<?V v<C
Undervalued Stocks By Style
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Undervalued Large Core Stocks
Alcon Inc Alibaba Group Holding Ltd ADR Alphabet Inc Class A LOCK|fCTk%G @Wg K$f>& $ LOCK|?&^H.pb^ jKD LOCK|%#G Vz z$v -
Undervalued Large Growth Stocks
Boeing Co Broadcom Inc Ferrovial NV LOCK|N! #%RSplls s<q &b%j! Y LOCK|?G#<w F%&gy&tM>c V#V?@ LOCK|<^%< L@>k>! -
Undervalued Large Value Stocks
Amcor PLC Ordinary Shares American Express Co Baidu Inc ADR LOCK|t< b& #&^?%^? ?>#zCkP LOCK|FCD!@LR %jk? LOCK|v@PYm Vxq!$tLT LgK -
Undervalued Small Core Stocks
Acuity Inc AGCO Corp Akamai Technologies Inc LOCK|k?n @d@>ZQS<&c %wz#< LOCK|r&r@SG WKs LOCK|%CVMt ^@Wlq<>n#k&$ @lK%&^qJ >wbKC -
Undervalued Small Growth Stocks
Albemarle Corp Aurora Innovation Inc Class A Bentley Systems Inc Ordinary Shares - Class B LOCK|BZRlzlx Dz@lCT D&! LOCK|>vZP# g%nqvmXQ J<> LOCK|@zBp &>$$@ BG%Nv -
Undervalued Small Value Stocks
A.O. Smith Corp Adient PLC AECOM LOCK|%f$ <ypwZ LOCK|rP &!xbkb#KB <ZVx> LOCK|B^&!%fj #$xdR$ NJ^?S n?%& -
Undervalued Mid Core Stocks
Adobe Inc Air Products and Chemicals Inc American Tower Corp LOCK|m >>F T^b$x ^ LOCK|#x<& vpFlsv ljbrtnr#&^ fZm LOCK|$Gw p#l?MY @z@?w -
Undervalued Mid Growth Stocks
Alnylam Pharmaceuticals Inc Amer Sports Inc AppLovin Corp Ordinary Shares - Class A LOCK|L lF< F!J >Y$&$n.mP?$!D LOCK|Kb&%c bDn @NJyNhG> YRnP#y - W%@!N Kr LOCK|@dWGP P^v vMW%GJ$l H?^Jm> - JrQgf X#>N -
Undervalued Mid Value Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|t F%?P LOCK|<lB# PCw>p^b^m & %LMH LOCK|@&^lbJ LKFZC$J$$Yg c?S?g%
Moat Stocks By Style
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Large-Core Moat Stocks
ABB Ltd ADR adidas AG ADR Alcon Inc LOCK|#^!lV %$^DL T>nYGB& %M? HF%f^p LOCK|<J#^b^ QD^ Q#^tl %s? LOCK|X%jvB# >z% x^@j! <x#% -
Large-Growth Moat Stocks
Advanced Micro Devices Inc Applied Materials Inc Arista Networks Inc LOCK|!T @m>k?yp fC >SCT LOCK|KTRx #&^ LOCK|%@hy!W <%%# -
Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|k#@> $vLm% X>$ LOCK|<B$ ^%$ &CglBZ!X @$z@lZB< LOCK|ZQ%^Kb %#GNmTz c#%Q> -
Small-Core Moat Stocks
Acuity Inc Align Technology Inc Allegion PLC LOCK|J&>!z sKZrjhGDnF#< ^zDR!!M< Rkrk LOCK|^L<J<#rl %^! LOCK|>!S^ d?#GP yZgz -
Small-Growth Moat Stocks
Albemarle Corp Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc LOCK|$zf >ZT LOCK|$R $m<!f j$^m LOCK|%mK<Q #<Tmd<J> bkjWC& -
Small-Value Moat Stocks
A.O. Smith Corp Adient PLC Asbury Automotive Group Inc LOCK|?j&C&r># B<%r LOCK|z&!& q#k&NBPtF&%>d #&>kd LOCK|^#gp#s d%Z^s<?$b><Hw% GH^MQV -
Mid-Core Moat Stocks
3M Co Adobe Inc Agilent Technologies Inc LOCK|^ Y<nlttR# >Pm Y>Fw?Z@^? f#%& LOCK|@d?h%J gWg^% FFbBr LOCK|gg%%@N w$!<# $SvX^ j# pPQg# -
Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc LOCK|<< KCFFB@ <Xc$ LOCK|G!?%>< Fp^c N%JHsP<s tq$%bf - q!DKg VYJ% LOCK|xk CL<PB@ph&j #q@? y$G$gzb$ $XCN@$ - stdR& #YZm -
Mid-Value Moat Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|mZFL $P>ssVw#F & ?v LOCK|K#H$ J#Lb LOCK|LM!x?k !Bj!K^T!^$b vCvW&>
Moat Stocks By Sector
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Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK| N&@#p^cVBr #^>g?$Wv W<< LOCK|<mF!m ?@kl^ LOCK|> YRY -
Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|S%bDSX &D!& ><?JJ<!^ N$^dk# - ?$W$< C LOCK|&^ Fc? LOCK|Q<pwG >@kGW!?m?#fJ>h wLC #!#&H f -
Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|kTzJp bTH#k?^V%%dX !k%g^BG> >?wD LOCK|jJYx.<%# >Mt LOCK|bRV WdQ %%$<t@@m JnBXV@?> -
Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|?YCsl <<nQBXbY R%dJww> C^@ lJhd&@ LOCK|#d$-^x@#l$ qj^P @t?^@Qw@^j Wd! -^- vbZ $%n&P LOCK|f!!$ <^ -
Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|$#!^J !Q^!P LOCK|<RkqpyF?p!H!? LOCK|F&> p&mYW# d>H$Y> -
Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|% d%> Hv@pq # LOCK|xq$< ^jfx&# ?vqJ?dRg>Z QTb LOCK|%M %$%$$%z^n? hfgs jl^mN$^@ ?Z#ml& - &S&b? mQ -
Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|R<M s?x LOCK|P<C $%?D<PJH>> S&>&@ LOCK|q#>TP G#v?Yj^Fz@Wdk>P %>Hzf -
Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|G<b>b$ ?W^ LOCK|jccT m>JD^ LOCK|#@ s%Bz<>s&!n %LVh& -
Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|y^q pt!H!# Pk@yT LOCK|qkw#@ TGhz LOCK|q<X ?K<^ Ms?&@h< &p^ -
Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|Xj&zd? @xYb x&x<D y? LOCK|qyl# ^pZRj!v ZDw LOCK|!$$ bHzC
United States