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Medalist Funds

These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.
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Name
Ticker
Morningstar Category
Morningstar Rating
Morningstar Analyst Rating
Total 1-Year Return (%)
Total 3-Year Return (%)
Total 5-Year Return (%)
Large Growth
Mid-Cap Growth
Large Growth
World Bond-USD Hedged
Intermediate Core-Plus Bond
Small Growth
Systematic Trend
Diversified Emerging Mkts
Small Growth
Large Growth
Large Growth
Large Growth
Large Growth
Large Growth
Systematic Trend
Large Growth
Systematic Trend
Foreign Large Value
Large Value
Small Value
Foreign Large Blend
Large Value
Large Growth
Mid-Cap Value
Target-Date 2000-2010
Target-Date 2015
Target-Date 2020
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Target-Date 2045
Target-Date 2050
Target-Date 2055
Target-Date 2060
Large Growth
Allocation--50% to 70% Equity
Large Value
Intermediate Core Bond
World Allocation
World Large-Stock Blend
Allocation--30% to 50% Equity
Diversified Emerging Mkts
Foreign Large Growth
Large Blend
World Allocation
Allocation--70% to 85% Equity
Large Growth
Allocation--70% to 85% Equity
Foreign Large Blend
Large Blend
Allocation--50% to 70% Equity
Intermediate Government
World Large-Stock Growth
World Large-Stock Growth
Diversified Emerging Mkts
World Small/Mid Stock
Large Blend
High Yield Muni
Large Value
China Region
Large Value
Large Value
Relative Value Arbitrage
Large Blend
Large Blend
Tactical Allocation
Event Driven
Diversified Emerging Mkts
World Large-Stock Growth
World Large-Stock Growth
World Large-Stock Value
Foreign Large Growth
Foreign Small/Mid Growth
Mid-Cap Growth
Small Growth
Intermediate Core Bond
Intermediate Core-Plus Bond
Mid-Cap Growth
Short-Term Bond
Ultrashort Bond
Mid-Cap Growth
Small Growth
Diversified Emerging Mkts
Mid-Cap Growth
Small Growth
Ultrashort Bond
Large Blend
Foreign Large Blend
Large Growth
Large Value
Small Growth
Allocation--50% to 70% Equity
Large Growth
World Allocation
Diversified Emerging Mkts
Large Value
Event Driven
World Allocation
Equity Market Neutral
High Yield Bond
High Yield Muni
Large Growth
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Target-Date 2045
Target-Date 2050
Target-Date 2055
Target-Date 2060
Target-Date Retirement
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Target-Date 2045
Target-Date 2050
Target-Date 2055
Target-Date 2060
Target-Date Retirement
Short-Term Bond
Allocation--15% to 30% Equity
Mid-Cap Growth
Allocation--30% to 50% Equity
Muni National Interm
World Bond
Nontraditional Bond
Multistrategy
Technology
Intermediate Core-Plus Bond
Multisector Bond
Multistrategy
Large Blend
Large Value
Tactical Allocation
World Large-Stock Growth
World Large-Stock Growth
Large Value
World Large-Stock Value
Small Value
World Bond
Global Real Estate
Large Growth
Relative Value Arbitrage
Foreign Large Blend
Large Blend
Large Growth
Large Value
Mid-Cap Blend
Intermediate Core-Plus Bond
Diversified Emerging Mkts
World Large-Stock Value
Foreign Large Value
Foreign Large Growth
Large Blend
Large Blend
Large Growth
Large Value
Large Blend
Real Estate
Real Estate
Allocation--50% to 70% Equity
Large Blend
Convertibles
Large Value
Large Blend
Mid-Cap Blend
Technology
Small Blend
Small Value
Nontraditional Bond
Mid-Cap Growth
Mid-Cap Blend
Financial
World Large-Stock Blend
Foreign Large Blend
Foreign Large Blend
Mid-Cap Growth
Diversified Emerging Mkts
Diversified Emerging Mkts
World Large-Stock Blend
Foreign Large Blend
Foreign Small/Mid Value
Foreign Small/Mid Blend
Foreign Large Value
Real Estate
Large Blend
Large Blend
Large Value
Large Blend
Small Blend
Small Blend
Small Value
Small Value
High Yield Bond
High Yield Bond
Mid-Cap Value
Small Value
Allocation--50% to 70% Equity
World Bond
World Large-Stock Value
Intermediate Core-Plus Bond
Foreign Large Value
Large Value
Intermediate Core-Plus Bond
World Allocation
Real Estate
Large Growth
Mid-Cap Growth
Bank Loan
Bank Loan
Tactical Allocation
World Large-Stock Blend
Health
High Yield Bond
Intermediate Core-Plus Bond
Foreign Large Growth
Large Growth
Large Value
Diversified Emerging Mkts
Large Value
Large Growth
Health
Foreign Large Growth
Foreign Large Growth
Large Blend
Short-Term Bond
Large Growth
Allocation--70% to 85% Equity
Multisector Bond
Allocation--15% to 30% Equity
Allocation--15% to 30% Equity
Allocation--30% to 50% Equity
Target-Date 2000-2010
Target-Date 2000-2010
Target-Date 2015
Target-Date 2020
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Target-Date 2045
Target-Date 2050
Target-Date 2055
Target-Date 2060
Target-Date Retirement
Target-Date 2000-2010
Target-Date 2015
Target-Date 2020
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Target-Date 2045
Target-Date 2050
Target-Date 2055
Target-Date 2060
Target-Date Retirement
Large Blend
Diversified Emerging Mkts
Large Growth
Large Growth
Muni California Long
High Yield Bond
Large Growth
Ultrashort Bond
Large Growth
Large Growth
Foreign Large Growth
Foreign Large Growth
Pacific/Asia ex-Japan Stk
Large Value
Mid-Cap Growth
Allocation--70% to 85% Equity
Intermediate Government
Intermediate Government
Large Value
Large Growth
High Yield Bond
Muni National Interm
Intermediate Core Bond
Foreign Large Growth
Foreign Large Growth
Foreign Large Blend
Foreign Large Growth
Intermediate Core Bond
Large Blend
Large Blend
Large Blend
Muni National Short
Mid-Cap Value
Mid-Cap Value
Large Growth
Mid-Cap Blend
Intermediate Core Bond
Muni National Long
Large Blend
Muni New York Long
Large Growth
Foreign Large Growth
Real Estate
Health
Short-Term Bond
Small Blend
Small Growth
Small Growth
Muni National Long
Intermediate Core-Plus Bond
Large Blend
Large Blend
Intermediate Core Bond
Large Value
Large Value
World Allocation
Foreign Large Blend
Mid-Cap Blend
Foreign Large Blend
Large Blend
Allocation--50% to 70% Equity
Small Growth
World Allocation
World Allocation
Foreign Large Growth
Foreign Large Blend
Foreign Small/Mid Blend
Large Growth
Large Value
Small Blend
Diversified Emerging Mkts
Intermediate Core-Plus Bond
Large Growth
High Yield Bond
Foreign Large Blend
Mid-Cap Value
Small Growth
Large Growth
Diversified Emerging Mkts
Diversified Emerging Mkts
World Large-Stock Growth
Diversified Emerging Mkts
Foreign Large Growth
Allocation--30% to 50% Equity
Large Blend
Large Value
Large Value
Health
Foreign Large Blend
Mid-Cap Growth
Foreign Large Value
Mid-Cap Blend
Small Blend
Multisector Bond
Intermediate Core-Plus Bond
World Bond
Mid-Cap Growth
High Yield Bond
Small Value
Allocation--85%+ Equity
Pacific/Asia ex-Japan Stk
World Allocation
Large Value
Intermediate Core-Plus Bond
Mid-Cap Growth
Diversified Emerging Mkts
Europe Stock
Europe Stock
Foreign Large Growth
Foreign Large Growth
Foreign Small/Mid Blend
Foreign Large Growth
Foreign Large Blend
Large Blend
Mid-Cap Growth
World Bond-USD Hedged
Mid-Cap Growth
Technology
Large Blend
Large Blend
Large Growth
Intermediate Core-Plus Bond
Large Value
Mid-Cap Value
Financial
Large Growth
Diversified Emerging Mkts
Intermediate Core Bond
Intermediate Core-Plus Bond
Large Value
Large Blend
World Allocation
Multisector Bond
Intermediate Government
Allocation--30% to 50% Equity
Large Growth
Short-Term Bond
Mid-Cap Growth
Intermediate Core Bond
Target-Date 2020
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Target-Date 2045
Target-Date 2050
Target-Date 2055
Target-Date 2060
Target-Date 2020
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040
Target-Date 2045
Target-Date 2050
Target-Date 2055
Target-Date 2060
Target-Date Retirement
Target-Date Retirement
Mid-Cap Blend
Large Value
Foreign Large Growth
Large Growth
Large Value
Infrastructure
Foreign Large Blend
Foreign Large Blend
Large Blend
Mid-Cap Growth
Multisector Bond
Intermediate Core-Plus Bond
World Allocation
High Yield Bond
Intermediate Core-Plus Bond
Small Growth
Multisector Bond
Large Value
Mid-Cap Blend
Real Estate
Muni California Long
High Yield Muni
Muni New York Long
Large Blend
Small Blend
Allocation--50% to 70% Equity
Allocation--85%+ Equity
Target-Date 2000-2010
Target-Date 2000-2010
Target-Date 2015
Target-Date 2020
Target-Date 2025
Target-Date 2030
Target-Date 2035
Target-Date 2040