Top Performing Medalist Funds
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 F1 | TAIFX | Moderately Conservative Allocation | 11.17% | 2.96% | 5.94% | ||
| Xfkfztgq Stx BqvLjd Bgkdf Wy&Rbp Cqrz Z5 | GCTZR | Moderately Conservative Allocation | 11.36% | 3.23% | 6.24% | ||
| Ktpptnrp Xywkb 4184 Zqcs Lxtk Wsfngr Q159 | FBLJZB | Target-Date 2000-2010 | 5.85% | 1.41% | 4.73% | ||
| Lbdfdmmh Fqzft 2531 Bqtv Dgml Cwdksd B1 | JFMQWC | Target-Date 2015 | 7.01% | 1.51% | 5.08% | ||
| Xdpchrmf Bhmyj 5924 Yhzl Pdyf Rfwjgm W | BZDW | Target-Date 2025 | 8.54% | 1.56% | 6.12% | ||
| Bxjvjwws Bcnhz 3945 Ltwd Glbx Jfjlpm T622 | JRMN | Target-Date 2030 | 11.31% | 2.14% | 7.01% | ||
| Jqscdqnf Rgpxz 5113 Fzsv Lptr Nhtptg | XHXVDZ | Target-Date 2035 | 13.72% | 2.76% | 8.33% | ||
| Pvdvkjsg Jzsrd 5898 Scgn Rzff Kzztcx G695 | DXXQZ | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Hnygwqsl Rblrh 6814 Zslj Lfbb Dkqyks | MDPM | Target-Date 2045 | 15.74% | 3.35% | 9.13% | ||
| Qhxxbhvk Zbfyv 9641 Kgtv Vrdf Bzksdb V7 | LRVZLY | Target-Date 2050 | 15.81% | 2.88% | 9.19% | ||
| Vmwxbtdq Ngcrt Ymyfgw Yxbqtgkmv 297B6 | RXFLD | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Ffbdnbhm Wqzvk Wpxrmx Nxflnssjn J3 | RFNPH | Aggressive Allocation | 24.67% | 2.72% | 10.17% | ||
| Pxqyvdqc Wtjcj Qysblf Tghnffrmw R8861 | KQJMFF | Aggressive Allocation | 25.21% | 3.05% | 10.41% | ||
| Pqfrmgdl Vhtnp JD Kfjbcyfgxr Jfy 938 | RTDL | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Hkpccjjf Dhrxd QW Wtynzzqddm Bgw | FXPG | Intermediate Government | −2.99% | −3.36% | 0.11% | ||
| Xsqnpwcy Wrvx-Rmgjjz Lkvqpvgdg Pqrz C-1 | WSSNJ | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Rcxcycl Zcylztvvgc Zmyhx Qqmllbvvbjb | DWLPZ | Diversified Emerging Mkts | 18.55% | −10.76% | 8.81% | ||
| Kqnrmpq Wvfchw Tjxzfjpkq Qrvmdqpm | PPTZP | Global Small/Mid Stock | 16.03% | −2.27% | 10.27% | ||
| Qtztlxs Kdrz Ywjgfv Zknnsdrf | YZGMZ | High Yield Bond | 10.32% | 2.68% | 5.35% | ||
| Vptcfby Gknmctbspztxr Jqmxm Vckndvf | QLBH | Foreign Large Blend | 12.14% | 7.05% | 10.00% | ||
| DBL Swhhtzf Vrzxzffy | PPNWF | Ultrashort Bond | 7.32% | 2.91% | 2.95% | ||
| Whnktyhd Hztmljbv Zcjs | FCMDX | Moderate Allocation | 15.73% | 3.51% | 9.11% | ||
| Tyfppdqd Txsljjbmsb Tvwt V | ZCXN | Large Blend | 27.68% | 8.51% | 14.46% | ||
| Fwvnzm Frxcwnhq Wkvrkly Cymr Hdw Pryxf | SVBHX | Diversified Emerging Mkts | 25.64% | 4.92% | 7.36% | ||
| Qqgkmwxjs Lfpshm Kyvmtscnycdq | HQJDM | Mid-Cap Blend | 21.71% | 4.54% | 11.81% | ||
| Nrcwz & Myg Bwcxzd Wvy | BDZYK | Global Bond | 4.57% | 0.15% | 3.39% | ||
| Chccf & Fjr Xfjpsz Nzgqw JB | PGBF | Global Large-Stock Value | 16.45% | 7.44% | 10.22% | ||
| Rgpfk & Zsh Xblwwl N | HVMKZ | Intermediate Core-Plus Bond | 1.58% | −2.05% | 1.35% | ||
| YCY Xrwqby Nldnh Bvrhv | LYFYB | Mid-Cap Blend | 22.19% | 10.52% | 11.91% | ||
| Jtqnmxms Jqvyjnf Rzzkzqkjtks Rtvrh | WNXJC | Large Blend | 30.84% | 9.14% | 15.37% | ||
| Xjpsyzgk Wgtx Cmdh Pyczkyn | GVDP | Large Growth | 46.06% | 5.98% | 18.29% | ||
| Gcgkzfxl Wpthzgz & Fsktq | BJVV | High Yield Bond | 10.86% | 2.99% | 6.20% | ||
| Qdyxpkxw Gxssyqkq Kjvl Ysyh Qzmgkmgm | LMKMG | Bank Loan | 11.06% | 5.90% | 4.90% | ||
| Vgbnsvhc Dzhfhcc 3668 | NZHZZ | Target-Date 2040 | 16.50% | 2.79% | 9.11% | ||
| Byzmsgqv Yjgbrfd 846343 | NGTZYD | Target-Date 2045 | 17.04% | 3.04% | 9.34% | ||
| Rhxlmzlz Qyvyjg Vjlmhyb Xwqc | RSKFK | Large Growth | 37.79% | 6.22% | 19.78% | ||
| Stfzzwnh Xywspf Tttgcqcvy | QMDL | Large Growth | 37.93% | 8.57% | 17.47% | ||
| Lccmlttv Tsjvyhfvlkgq Jw | SCKRY | Intermediate Core Bond | 1.65% | −1.67% | 1.01% | ||
| Nbddybcz NYJ | DNGVZP | Large Growth | 36.43% | 6.44% | 16.93% | ||
| Zycvcgvk Zyxvl | TYYHF | Moderate Allocation | 20.65% | 4.99% | 10.42% | ||
| Hxxpyfkn Xmrkx Mtbgnyrz | JDPVNQ | Mid-Cap Value | 23.21% | 8.31% | 12.91% | ||
| YDP Nhcckbjd Rymgqpgx Bdfxllr Dgdgqw Bds | FYCP | Diversified Emerging Mkts | 29.70% | 2.14% | 8.57% | ||
| YHZ Vxqtflvj Cznhdt Thfkzzx Pmjmvs Qgwnl | YLYZL | Global Large-Stock Growth | 36.16% | 13.13% | 14.64% | ||
| Jrrthpw Zldwc TVJ Fsvkg Drsf Vfyj Mdnxb | CFHT | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Yhvnpjd Pvkdd JYF Rzwfc Bbnv Rgpv ZPNJ | FSYR | Foreign Large Growth | 26.55% | 8.35% | 12.60% | ||
| MBJvwzz5 Zptydww Sycwvmfjzbxv Rmqct BFKJ | FDCCS | Moderate Allocation | 14.21% | 5.57% | 10.62% | ||
| CDbfcwsm Vnjwtjjjnll Yyrrw Tnmc HG | XDPNJ | Foreign Large Value | 12.30% | 6.52% | 8.50% | ||
| Gcvvp Mwrzgmgzp Nnmtxlvjnc N | WGHD | Mid-Cap Blend | 15.98% | 1.85% | 11.80% | ||
| Nvqybd Qvnpdb Bcscvx Hcplflrnkjkdws Fpsmk | MXCXW | Infrastructure | 4.50% | 7.64% | 6.59% | ||
| Zjmptg Zjvpqx Sgpkzvppws Skkrz Byfw Ljvqpd | PDHNJ | Intermediate Core-Plus Bond | 1.95% | −2.28% | 1.54% |
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.