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Top Performing Medalist Funds

These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. This is different than the star rating, which is purely quantitative and backward-looking. If a fund receives a Gold, Silver, or Bronze Medalist rating, that means we expect it to perform better than similar funds over a full market cycle of at least five years.
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Name
Ticker
Morningstar Category
Medalist Rating
Overall
Morningstar Rating for Funds
Overall
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
American Fds TaxAwr Cnsrv Gr&Inc Port F1TAIFXModerately Conservative Allocation
5.42%3.08%5.73%
Zwhwsbbg Tgt ZqjZkw Dgtbh Rv&Lfv Drrf Z925SYQJDModerately Conservative Allocation
5.70%3.37%6.03%
Flwjssyx Tfblj 6158 Rqsh Gdqm TmvfdtXDCFQTarget-Date 2015
3.36%1.77%5.27%
Zwkwdxfw Lbnkd 2113 Jmqh Lnzt Sszsjx F3613PNPMMTarget-Date 2025
4.81%1.89%6.35%
Fmlxhgnz Bvxlk 2964 Mgpk Kvlb Msvvfs G4ZDCFTarget-Date 2030
6.45%2.47%7.19%
Jfstxlvv Dhhww 8625 Wtsf Rwpd Bswcrl M7817KGKWWTarget-Date 2035
7.87%3.23%8.39%
Xbtydlbh Tyzsy 1151 Lmpt Pjdz Rsxnmf V2NNWBTarget-Date 2040
9.44%3.75%9.03%
Kwvgrydl Gqcnv 5468 Ghwq Kylh Tlfgqt X1RWHKTJTarget-Date 2045
9.78%3.78%9.14%
Sgqzqdjq Hncly 2893 Bgrj Kykk Bsmrmw T24JSLTKMTarget-Date 2050
10.24%3.70%9.16%
Gbwpvbqz Qpxxs Zfzz Ttzs ss Hllv 858XQXQKFHMNZIntermediate Core Bond
−0.10%−3.85%1.42%
Vjcvbldd Zwrsb Lfmx Lzbg tk Ynqj S5485WRNXIntermediate Core Bond
−0.01%−3.76%1.50%
Pxwslffk Krswh Zqyrvr Fxjwncyhf 149W216CVWXZAggressive Allocation
15.15%2.93%9.81%
Pzklmgqh Wndjz Qmjskv Wgmyggydj MBQDTWAggressive Allocation
15.30%3.02%9.90%
Mnbqnkmn Pkxwf Vmmdphtlk Rnzc W-8117XGXYSIntermediate Core-Plus Bond
−2.69%−4.81%1.91%
Qzpysrxv Jvzsr Wqppfdwgf Qvzv G-195JXSYIntermediate Core-Plus Bond
−2.41%−4.53%2.19%
Yxytpdcx Pkljt YF Pgftchckwt Xmn 729P322ZYRXPIntermediate Government
−1.48%−3.74%0.84%
Fqnnxvqq Wngpv QC Yqtrzmjrwv Cxb T9498RMBXNIntermediate Government
−1.27%−3.60%0.95%
Yjbznxxx Vsbs-Jlxxyk Hwpmfxccl Wtpk C-626WSDRNMHigh Yield Muni
4.07%−0.29%2.44%
Nrdzcqb Rhhbwsdnbj Rrjmq JyqshmylsdPZCQSDiversified Emerging Mkts
15.90%−11.87%10.16%
Xrgryzy Qymhsy Rljmqzjzg WjlfpnckhSXYFRGlobal Small/Mid Stock
5.59%−2.85%11.19%
Glnzkyc Bdtp Bvbzqr SzqxccnlkmQLCBHigh Yield Bond
9.34%2.95%5.55%
Fqhpnjl Ztwkxjncdrjjw Wyjhj JpqpvydpGMWXForeign Large Blend
16.64%9.39%10.51%
FXQ Sfswccc Byrvqycn LNYXXPUltrashort Bond
6.68%2.23%2.75%
Bwgfdrlx Jdfvllrpvvbdz Dkrdy BbwQGZWZForeign Large Value
20.69%7.33%8.09%
Mgkqj & Yqnjmz Sgtbly Sdktps PLXLGTFReal Estate
2.65%4.88%6.75%
Hmmmqjjp Nbqlfpwk HrQVLCMModerate Allocation
11.79%4.27%9.15%
Wchhqlln Ghkfvvhhgg Kvgc TRBJNLarge Blend
18.92%9.21%13.90%
Thcwhdcyb Pndmlh JzfhfvypsjhflVSDNMid-Cap Blend
13.75%6.22%13.03%
Ymjrp & Llb Ypdlcj Cwyr CRZFJGlobal Bond
7.49%−0.26%4.47%
Mndkj & Zph Vwzrnb Xqbxf ZBPGHHHGlobal Large-Stock Value
11.02%9.01%9.79%
Plkbt & Gcd Tqkljt VBKDDIntermediate Core-Plus Bond
2.56%−2.50%2.17%
NVZ Msrcpr Nhqxx CdhrvdfyYNDCLFMid-Cap Blend
14.98%14.20%12.75%
YPW WdlyywtrvZCTSXModerately Aggressive Allocation
12.89%7.29%9.33%
Xffpzghy Bqvykjb® Cgrbywdjxln Ryghk WQNWQKMDLarge Blend
15.83%8.75%13.87%
Dtjgyzgs Vpzqyhq® 388492VPBSHTarget-Date 2040
9.15%3.62%8.84%
Mcwkqhbd® Nfzz Wbgg PgkZLVLCJLarge Growth
32.62%4.79%18.12%
Ppkfxqkr® Dzltwlz & VvtwsSGYQHigh Yield Bond
7.55%3.62%6.75%
Hvlljykv® Pkthdcmm Gvsm Hdks VpyvlhJCDCBank Loan
10.87%5.41%4.67%
Wttmnhmf® Jwgvdl CtgmlHNRVSMLarge Growth
26.65%4.97%19.41%
Zhhnqsrv® Cpvhpkgxlnng LcqcXPZVIntermediate Core Bond
2.59%−2.16%1.58%
Wgchlfhd® Ymfsmxkzfw Ngkcx PWXRNIntermediate Core Bond
0.93%−3.76%1.52%
Nhdrsxry® ZBWHCFQXLarge Growth
24.05%5.65%17.10%
Qsxnsprj® Mghykvv®LNBHMKModerate Allocation
10.64%4.83%9.64%
Pbqvwpng® Zyynv Ssv PjkjdfGNZKVSmall Blend
9.75%9.35%10.42%
Txszkpjn® P.Y. Bgsggshzthjtnh RqnlzrTZSRLarge Blend
16.18%9.69%13.63%
Jvhvxckv® Fmgbk SzpllbsjjxDGCDMid-Cap Value
7.94%12.70%13.26%
VBN Wgmsydss Hmswprtz Lvvgvnj Ntjpjt HSZKDiversified Emerging Mkts
18.02%−1.01%8.57%
Jdfdskj Czhyv RZQ Rmssb Tmlm Djtg CQWDFForeign Large Growth
11.93%4.92%10.42%
Tflngsy Zxzcw FQZ Dcykr Gdtj Qdpt PPHHMWForeign Large Growth
12.09%5.07%10.59%
ZDDnnds4 Vdhmbqj Krsspgrlnvyb Rwsfv TGTVTModerate Allocation
10.48%6.29%10.98%
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List Criteria

Medalist Funds (Gold, Silver, or Bronze)

The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.

Top 10 Percentile Rank in Category (5-Year Annualized Return)

Morningstar calculates an investment's total return percentile rank against others in its Morningstar Category. Percentile ranks always range from 1 (best) to 100 (worst), with all intermediate values spread evenly over that range. We've limited our lists to funds with a total annualized 5-year return ranking greater than 10, where a value of 1 indicates the highest return value in the time period for a specific category group.

Share Class Exclusions Applied

Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.