Top Performing Medalist Funds

These mutual funds have cleared two high hurdles to get on this list. First, they have outperformed a large majority of their category peers over the past five years. Second, they also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
Screen With Investor
Name
Morningstar Category
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Adjusted Expense Ratio
Fee Level
Distribution
Total Return
5 Year
Total Return Rank in Category (Day End)
5 Year, Day End
AB International Strategic Equities Portfolio Advisor Class
STEYX
Foreign Large Blend
0.700%Below Average11.66%5
AB International Strategic Equities Portfolio Class Z
STEZX
Foreign Large Blend
0.710%Below Average11.63%5
AB Large Cap Value Fund Advisor Class
ABVYX
Large Value
0.640%Below Average13.48%8
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WMWDM
Large Value
0.650%Average13.46%8
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GSTSB
Real Estate
0.990%Above Average3.27%3
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YRCJQ
Diversified Emerging Mkts
1.100%Above Average11.66%7
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HZQSQC
Diversified Emerging Mkts
1.310%Above Average11.41%8
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YBCPD
Diversified Emerging Mkts
1.200%High11.57%7
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NTLYK
Tactical Allocation
1.250%Average10.05%6
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ZNPGF
Natural Resources
1.360%High23.82%4
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XSKMJY
Large Growth
0.610%Below Average17.50%1
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CHTCZT
Large Growth
0.660%Average17.46%1
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PDXNDX
Small Blend
0.910%Low9.51%9
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LYSGM
Small Blend
0.500%Low9.86%7
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FTHCQ
Small Blend
0.600%Low9.75%8
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WSMKJP
Large Blend
0.670%Average14.71%4
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BRTHK
Large Blend
0.650%Above Average14.74%4
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SWNMJX
Muni Pennsylvania
0.490%Low0.32%1
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TSMTF
Equity Precious Metals
0.780%Below Average26.96%1
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LLYJTF
Muni Single State Interm
0.520%Above Average0.71%2
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KDBVLQ
Emerging Markets Bond
1.070%High8.19%2
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HRQLM
Emerging Markets Bond
1.100%High8.11%2
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VRCDC
Foreign Small/Mid Growth
0.900%Low7.90%2
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HHNCQ
Large Value
0.720%High13.39%9
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VGJDN
Large Value
0.680%Above Average13.46%8

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