Funds
Medalist Funds
These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.
Name
|
Ticker
|
Category
|
Morningstar Rating
|
Morningstar Analyst Rating
|
Total 1-Year Return (%)
|
Total 3-Year Return (%)
|
Total 5-Year Return (%)
|
|---|---|---|---|---|---|---|---|
| Managed Futures | 8.85 | 0.68 | 0.44 | ||||
| Small Value | 21.36 | 4.45 | 4.59 | ||||
| High Yield Bond | 14.25 | 6.56 | 5.83 | ||||
| Large Value | 31.80 | 12.52 | 9.99 | ||||
| Diversified Emerging Mkts | 21.08 | 10.89 | — | ||||
| Small Growth | 24.16 | 22.26 | 15.04 | ||||
| Allocation—50% to 70% Equity | 19.62 | 9.05 | 7.22 | ||||
| Large Value | 23.30 | 7.77 | 6.39 | ||||
| Large Growth | 33.58 | 20.49 | 13.30 | ||||
| Foreign Large Blend | 30.45 | 8.50 | 2.85 | ||||
| Small Blend | 27.13 | 7.03 | 8.16 | ||||
| Large Blend | 23.66 | 12.31 | 9.48 | ||||
| World Small/Mid Stock | 30.78 | 14.42 | 10.20 | ||||
| Foreign Large Blend | 22.67 | 9.10 | 5.23 | ||||
| High Yield Bond | 13.08 | 4.62 | 4.65 | ||||
| Large Value | 25.73 | 12.11 | 10.40 | ||||
| World Allocation | 20.17 | 7.66 | 6.46 | ||||
| Small Growth | 40.26 | 27.98 | 21.49 | ||||
| Mid-Cap Growth | 36.31 | 19.39 | 11.58 | ||||
| High Yield Bond | 12.85 | 6.76 | 6.63 | ||||
| Large Growth | 37.54 | 20.04 | 13.80 | ||||
| Large Blend | 31.43 | 15.86 | 12.04 | ||||
| Foreign Small/Mid Growth | 36.25 | 14.75 | 7.88 | ||||
| Small Value | 12.63 | 3.07 | 4.88 | ||||
| Foreign Small/Mid Growth | 22.86 | 13.27 | 8.45 | ||||
| Small Value | 27.71 | 5.28 | 6.96 | ||||
| World Large Stock | 30.76 | 17.72 | 11.13 | ||||
| Foreign Large Value | 15.67 | 6.36 | 4.09 | ||||
| Foreign Large Growth | 27.64 | 16.48 | — | ||||
| Large Blend | 24.54 | 11.71 | 9.50 | ||||
| World Large Stock | 31.58 | 11.58 | 9.49 | ||||
| Foreign Large Blend | — | — | — | ||||
| Foreign Small/Mid Blend | 31.90 | 8.25 | 6.32 | ||||
| Diversified Emerging Mkts | 29.52 | 14.15 | 5.22 | ||||
| Large Blend | 26.77 | 10.02 | 8.54 | ||||
| World Large Stock | 22.80 | 8.96 | 7.96 | ||||
| Large Value | 28.13 | 13.94 | 11.05 | ||||
| Inflation-Protected Bond | — | — | — | ||||
| World Bond | 5.16 | 3.70 | 1.25 | ||||
| Allocation—70% to 85% Equity | 18.93 | 8.56 | 6.87 | ||||
| Large Value | 29.67 | 10.14 | 7.80 | ||||
| Foreign Large Blend | 23.14 | 10.09 | 5.95 | ||||
| Large Blend | 26.96 | 15.84 | 12.23 | ||||
| Diversified Emerging Mkts | 17.50 | 11.09 | 5.37 | ||||
| Large Growth | 31.03 | 18.50 | 13.36 | ||||
| Large Value | — | — | — | ||||
| Intermediate Core Bond | 8.59 | 3.96 | 2.94 | ||||
| Large Growth | 29.02 | 17.56 | 13.07 | ||||
| Inflation-Protected Bond | 4.83 | 2.04 | 1.73 | ||||
| Foreign Large Growth | 25.05 | 12.41 | 7.65 | ||||
| Corporate Bond | 15.77 | 5.98 | 4.82 | ||||
| World Allocation | 16.26 | 8.64 | 6.12 | ||||
| Intermediate Core Bond | 8.17 | 3.56 | 2.69 | ||||
| Allocation—70% to 85% Equity | 23.13 | 10.97 | 7.91 | ||||
| Large Growth | 32.58 | 21.87 | 14.15 | ||||
| Large Growth | 39.04 | 24.39 | 15.20 | ||||
| Global Real Estate | 21.26 | 11.57 | 6.87 | ||||
| Allocation—50% to 70% Equity | 19.20 | 10.23 | 8.15 | ||||
| Large Growth | 27.57 | 19.92 | 14.57 | ||||
| Small Blend | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Large Value | 25.34 | 9.01 | 7.50 | ||||
| Diversified Emerging Mkts | — | — | — | ||||
| Allocation—15% to 30% Equity | 9.78 | 4.78 | 4.54 | ||||
| Target-Date Retirement | 13.16 | 6.36 | 4.80 | ||||
| Target-Date 2035 | 22.44 | 10.86 | 7.81 | ||||
| Target-Date 2045 | 24.94 | 11.80 | 8.41 | ||||
| Target-Date 2020 | 17.63 | 8.72 | 6.42 | ||||
| Target-Date 2040 | 23.86 | 11.48 | 8.20 | ||||
| Target-Date 2030 | 21.07 | 10.24 | 7.41 | ||||
| Target-Date 2050 | 24.98 | 11.80 | 8.41 | ||||
| Corporate Bond | 13.85 | 5.62 | 4.56 | ||||
| High Yield Bond | 7.61 | 3.96 | 3.57 | ||||
| Large Blend | 25.29 | 13.05 | 8.94 | ||||
| Mid-Cap Growth | 39.26 | 18.70 | 12.09 | ||||
| Small Growth | 25.00 | 10.20 | 11.10 | ||||
| Large Growth | 26.32 | 14.78 | 10.69 | ||||
| Multisector Bond | 10.84 | 4.85 | 2.88 | ||||
| Muni National Long | 7.33 | 5.08 | 3.78 | ||||
| Mid-Cap Growth | 37.43 | 20.42 | 13.68 | ||||
| Target-Date 2025 | 19.63 | 9.57 | 6.99 | ||||
| Target-Date 2015 | 14.81 | 7.50 | 5.59 | ||||
| Target-Date 2055 | 24.89 | 11.23 | 7.66 | ||||
| Large Growth | 29.42 | 16.76 | 11.73 | ||||
| Ultrashort Bond | — | — | — | ||||
| Nontraditional Bond | 7.62 | 3.96 | 3.02 | ||||
| Target-Date 2000-2010 | 12.34 | 6.53 | 5.00 | ||||
| Target-Date 2015 | 16.28 | 8.30 | 6.26 | ||||
| Large Value | 29.03 | 12.85 | 10.36 | ||||
| Target-Date 2025 | 19.45 | 9.52 | 7.10 | ||||
| Foreign Large Value | 14.63 | 7.29 | 5.15 | ||||
| Target-Date 2035 | 24.49 | 11.63 | 8.56 | ||||
| Large Growth | 30.15 | 21.98 | 15.37 | ||||
| Nontraditional Bond | 0.63 | 1.42 | 1.19 | ||||
| Real Estate | 31.69 | 11.70 | 8.40 | ||||
| Large Blend | 31.44 | 15.23 | 11.62 | ||||
| Mid-Cap Value | 23.44 | 9.15 | 9.15 | ||||
| Diversified Pacific/Asia | 26.18 | 13.78 | 8.24 | ||||
| Mid-Cap Growth | 40.14 | 20.01 | 11.89 | ||||
| Large Value | 26.22 | 11.35 | — | ||||
| Allocation—30% to 50% Equity | 14.95 | 7.20 | 5.67 | ||||
| Mid-Cap Growth | 35.21 | 19.20 | 14.42 | ||||
| Small Growth | 30.79 | 14.94 | 10.06 | ||||
| Mid-Cap Value | 30.14 | 8.66 | 8.58 | ||||
| Foreign Large Growth | 28.40 | 13.67 | 8.06 | ||||
| Mid-Cap Growth | 40.66 | 19.32 | 11.79 | ||||
| Foreign Large Growth | 32.74 | 16.30 | 9.42 | ||||
| Small Blend | 23.28 | 8.39 | 9.46 | ||||
| Allocation—70% to 85% Equity | 23.28 | 12.18 | 8.67 | ||||
| Foreign Large Growth | 33.01 | 16.46 | 9.54 | ||||
| Large Growth | 38.44 | 18.21 | 12.47 | ||||
| Small Value | 20.32 | 4.49 | 7.15 | ||||
| Foreign Large Blend | 24.35 | 6.91 | 4.59 | ||||
| Large Blend | 31.43 | 15.24 | 11.66 | ||||
| Large Blend | 27.77 | 15.50 | 12.43 | ||||
| Target-Date 2055 | 22.36 | 10.05 | 7.22 | ||||
| Foreign Large Blend | 16.78 | 10.17 | 7.19 | ||||
| Large Value | 25.18 | 8.16 | 7.71 | ||||
| Small Blend | 25.61 | 8.65 | 8.26 | ||||
| Muni National Interm | 7.19 | 4.47 | 3.36 | ||||
| Small Blend | 22.61 | 6.12 | 7.47 | ||||
| Small Growth | 28.42 | 15.65 | 11.61 | ||||
| Small Growth | 34.50 | 16.56 | 10.53 | ||||
| Mid-Cap Blend | 31.04 | 12.37 | 9.26 | ||||
| Mid-Cap Growth | 39.31 | 18.81 | 12.73 | ||||
| Large Growth | 32.17 | 17.43 | 12.35 | ||||
| High Yield Muni | 7.64 | 4.43 | 3.51 | ||||
| World Large Stock | 28.73 | 14.33 | 9.70 | ||||
| Intermediate Core Bond | 8.68 | 3.99 | 2.99 | ||||
| Mid-Cap Blend | 30.31 | 11.90 | 9.17 | ||||
| Mid-Cap Growth | 35.14 | 17.09 | 11.37 | ||||
| Foreign Large Blend | 18.46 | 6.06 | 3.66 | ||||
| Mid-Cap Value | 12.92 | −0.59 | 0.78 | ||||
| Long Government | 8.38 | 3.84 | 2.81 | ||||
| Mid-Cap Value | 26.78 | 7.91 | 7.41 | ||||
| Foreign Large Blend | 21.94 | 9.50 | 5.61 | ||||
| Long Government | 14.93 | 7.03 | 4.09 | ||||
| Corporate Bond | 17.13 | 6.50 | 4.84 | ||||
| Muni National Long | 6.86 | 3.66 | 2.82 | ||||
| Small Growth | 33.96 | 14.45 | 11.58 | ||||
| Diversified Emerging Mkts | 9.64 | 8.90 | 4.69 | ||||
| Large Value | 23.14 | 7.35 | 7.20 | ||||
| Technology | 35.76 | 24.07 | 17.92 | ||||
| Small Blend | 24.89 | 9.36 | 7.55 | ||||
| Large Blend | 31.98 | 15.53 | 11.93 | ||||
| Foreign Large Growth | 27.04 | 12.92 | — | ||||
| Large Blend | 28.71 | 14.86 | 11.61 | ||||
| Target-Date 2000-2010 | 14.35 | 7.44 | 5.65 | ||||
| Mid-Cap Blend | 29.83 | 8.73 | 5.83 | ||||
| Multisector Bond | 11.12 | 3.64 | 3.45 | ||||
| Bank Loan | 8.79 | 4.26 | 4.43 | ||||
| World Large Stock | 31.13 | 18.49 | 10.55 | ||||
| Small Growth | 36.31 | 18.83 | 14.52 | ||||
| Diversified Emerging Mkts | 27.50 | 14.02 | 7.67 | ||||
| Foreign Large Value | 19.45 | 7.63 | 4.20 | ||||
| Ultrashort Bond | 4.37 | 2.98 | 2.42 | ||||
| Emerging Markets Bond | 15.84 | 6.59 | 6.17 | ||||
| Small Blend | 27.27 | 5.81 | 5.98 | ||||
| Foreign Large Growth | 33.52 | — | — | ||||
| Foreign Large Growth | 29.75 | — | — | ||||
| Technology | 53.93 | 23.93 | 19.10 | ||||
| Mid-Cap Value | 25.13 | — | — | ||||
| Large Blend | 30.87 | 14.55 | 11.31 | ||||
| Large Value | 27.88 | 9.93 | 9.02 | ||||
| Foreign Small/Mid Blend | 24.20 | 9.24 | 7.87 | ||||
| Large Value | 24.16 | — | — | ||||
| World Large Stock | — | — | — | ||||
| Large Value | — | — | — | ||||
| Foreign Small/Mid Value | 21.00 | 5.90 | 5.93 | ||||
| Foreign Large Blend | 22.26 | 9.60 | 5.87 | ||||
| Large Value | 26.20 | 10.77 | 8.19 | ||||
| Inflation-Protected Bond | 8.28 | 3.18 | 2.48 | ||||
| Large Blend | 31.39 | 15.29 | 11.57 | ||||
| Large Growth | 25.49 | 10.14 | 10.07 | ||||
| Diversified Emerging Mkts | 18.34 | 10.88 | 4.81 | ||||
| Foreign Large Blend | 26.00 | 13.45 | 8.42 | ||||
| Small Value | 23.51 | 4.23 | 6.39 | ||||
| Large Blend | 30.92 | 13.94 | 10.16 | ||||
| Target-Date 2060+ | — | — | — | ||||
| Multialternative | 6.77 | 4.07 | 3.41 | ||||
| Foreign Small/Mid Blend | 18.44 | 8.73 | 4.87 | ||||
| World Large Stock | 21.24 | 8.31 | 5.09 | ||||
| Long-Term Bond | 18.54 | 8.72 | 5.87 | ||||
| Large Growth | 34.83 | 23.17 | 15.34 | ||||
| Foreign Large Blend | 22.80 | 9.92 | 6.84 | ||||
| Mid-Cap Growth | 42.12 | 19.29 | 12.38 | ||||
| Diversified Emerging Mkts | 29.97 | 11.24 | 6.03 | ||||
| Diversified Pacific/Asia | 11.17 | 9.33 | 7.17 | ||||
| Target-Date 2000-2010 | 15.12 | 7.45 | 5.64 | ||||
| Large Growth | 24.17 | 9.31 | 5.70 | ||||
| Large Value | 27.46 | 10.55 | 9.00 | ||||
| Target-Date 2015 | 16.27 | 7.97 | 6.00 | ||||
| Target-Date 2020 | 17.48 | 8.60 | 6.43 | ||||
| Large Blend | 29.82 | 14.92 | 10.92 | ||||
| Target-Date 2025 | 19.20 | 9.33 | 6.91 | ||||
| High Yield Muni | 9.13 | 7.42 | 5.90 | ||||
| Large Growth | 29.13 | 14.72 | 5.43 | ||||
| Large Blend | — | — | — | ||||
| Bank Loan | 7.55 | 3.78 | 4.35 | ||||
| Large Growth | 26.60 | 20.15 | 14.95 | ||||
| Target-Date 2030 | 20.94 | 10.06 | 7.39 | ||||
| Target-Date 2035 | 22.76 | 10.81 | 7.86 | ||||
| Target-Date 2040 | 24.37 | 11.44 | 8.26 | ||||
| Foreign Large Value | — | — | — | ||||
| Large Blend | 29.71 | 15.81 | 11.24 | ||||
| Large Value | 23.37 | 11.61 | 10.65 | ||||
| Small Blend | — | — | — | ||||
| Large Value | — | — | — | ||||
| Large Blend | 33.68 | 13.99 | 11.45 | ||||
| Allocation—30% to 50% Equity | 19.35 | 8.29 | 7.21 | ||||
| Mid-Cap Growth | 23.50 | 15.37 | 12.40 | ||||
| Target-Date 2055 | 26.37 | 12.62 | 9.24 | ||||
| Large Growth | 23.97 | 16.06 | 12.47 | ||||
| Large Blend | 27.14 | 14.14 | 11.27 | ||||
| Target-Date 2055 | 26.36 | 12.27 | 8.93 | ||||
| Mid-Cap Blend | 35.60 | 11.11 | 6.69 | ||||
| Muni National Long | — | — | — | ||||
| Small Blend | 32.03 | 10.55 | 9.71 | ||||
| Large Blend | 31.72 | 12.64 | 10.42 | ||||
| Long-Term Bond | 23.39 | 8.68 | 6.09 | ||||
| Intermediate Government | 6.58 | 3.23 | 2.43 | ||||
| Large Growth | 38.79 | 22.57 | 16.13 | ||||
| Real Estate | 22.47 | 5.19 | 5.27 | ||||
| Mid-Cap Growth | 42.67 | 18.49 | 13.15 | ||||
| Intermediate Core Bond | 9.48 | 4.38 | 3.43 | ||||
| Large Blend | 31.23 | 15.04 | 11.47 | ||||
| Large Value | 26.29 | 12.35 | 9.73 | ||||
| Mid-Cap Growth | 39.66 | 19.71 | 12.06 | ||||
| Large Blend | 32.96 | 13.78 | 10.51 | ||||
| Small Growth | 19.17 | 13.82 | 10.63 | ||||
| Target-Date 2060+ | 24.96 | 13.03 | — | ||||
| World Allocation | 17.66 | 8.81 | 5.95 | ||||
| Target-Date 2025 | 18.48 | 8.79 | 6.24 | ||||
| Target-Date 2045 | 24.83 | 11.21 | 7.65 | ||||
| Target-Date 2035 | 22.52 | 10.42 | 7.14 | ||||
| Target-Date 2050 | 24.90 | 11.22 | 7.65 | ||||
| Target-Date 2060+ | — | — | — | ||||
| — | Multialternative | 9.61 | 2.66 | 1.45 | |||
| Intermediate Government | 5.41 | 1.72 | 1.12 | ||||
| Target-Date 2060+ | — | — | — | ||||
| Large Growth | 32.73 | 21.36 | 14.30 | ||||
| Large Blend | 27.70 | 15.30 | 11.69 | ||||
| Diversified Emerging Mkts | 14.60 | 6.65 | 3.09 | ||||
| Target-Date 2045 | 22.77 | 10.37 | 7.30 | ||||
| Target-Date 2050 | 22.61 | 10.17 | 7.19 | ||||
| High Yield Muni | 8.88 | 6.27 | 4.93 | ||||
| Foreign Large Growth | 27.95 | 9.93 | 5.10 | ||||
| Mid-Cap Growth | 39.80 | 29.76 | 12.24 | ||||
| Mid-Cap Blend | 27.87 | 10.94 | 8.87 | ||||
| Target-Date 2025 | 18.98 | 9.04 | 6.64 | ||||
| Target-Date 2030 | 21.08 | 9.99 | 7.27 | ||||
| Allocation—50% to 70% Equity | 21.67 | 10.33 | 7.93 | ||||
| Long-Term Bond | 20.41 | 8.22 | 5.97 | ||||
| Target-Date 2035 | 23.08 | 10.88 | 7.87 | ||||
| Large Blend | 31.94 | 12.37 | 10.26 | ||||
| Allocation—70% to 85% Equity | 26.54 | 12.50 | 8.82 | ||||
| Intermediate Core Bond | 8.61 | 3.92 | 2.90 | ||||
| Large Blend | 30.65 | 14.43 | 11.08 | ||||
| Target-Date 2040 | 25.01 | 11.69 | 8.42 | ||||
| Managed Futures | 8.35 | 0.37 | −1.14 | ||||
| Large Value | 25.67 | 11.56 | 9.92 | ||||
| Target-Date 2045 | 26.25 | 12.23 | 8.75 | ||||
| Small Blend | — | — | — | ||||
| Diversified Emerging Mkts | 26.49 | 14.83 | 8.45 | ||||
| Large Value | 25.22 | 11.81 | 10.07 | ||||
| Target-Date 2050 | 26.77 | 12.37 | 8.85 | ||||
| Large Blend | — | — | — | ||||
| Intermediate Government | 5.83 | 2.83 | 2.33 | ||||
| Large Growth | 37.08 | 19.10 | 13.06 | ||||
| Diversified Emerging Mkts | 19.78 | 12.26 | 6.00 | ||||
| World Large Stock | 24.70 | 6.91 | 5.91 | ||||
| Foreign Large Blend | — | — | — | ||||
| Target-Date 2030 | 20.17 | 9.63 | 6.82 | ||||
| Target-Date 2035 | 21.36 | 10.12 | 7.01 | ||||
| Target-Date 2055 | 26.89 | 12.42 | 8.89 | ||||
| Inflation-Protected Bond | 8.59 | 3.29 | 2.51 | ||||
| Target-Date Retirement | 15.90 | 7.39 | 5.49 | ||||
| Target-Date 2040 | 22.19 | 10.05 | 7.10 | ||||
| Corporate Bond | — | — | — | ||||
| Intermediate Core Bond | 8.73 | 3.97 | 2.99 | ||||
| Foreign Large Blend | 20.37 | 9.10 | 5.02 | ||||
| Target-Date Retirement | 17.01 | 7.65 | 5.47 | ||||
| Health | 58.74 | 32.22 | 17.45 | ||||
| Diversified Emerging Mkts | 27.74 | 13.01 | 6.95 | ||||
| High Yield Bond | 15.58 | 6.77 | 5.91 | ||||
| Target-Date 2025 | 18.78 | 9.08 | 6.44 | ||||
| World Large Stock | 16.05 | 8.15 | 5.60 | ||||
| Large Growth | 31.72 | 19.43 | 14.69 | ||||
| Foreign Large Blend | 27.99 | 12.22 | 6.59 | ||||
| Emerging-Markets Local-Currency Bond | — | — | — | ||||
| Mid-Cap Value | 26.46 | 8.28 | 7.25 | ||||
| Mid-Cap Value | 30.96 | 7.81 | 8.94 | ||||
| Large Value | 28.43 | 13.57 | 10.06 | ||||
| Multialternative | −9.99 | −7.14 | −2.68 | ||||
| World Large Stock | 35.60 | 17.38 | 12.79 | ||||
| Emerging-Markets Local-Currency Bond | — | — | — | ||||
| Large Growth | 32.01 | 16.76 | 11.53 | ||||
| Allocation—30% to 50% Equity | 17.36 | 8.19 | 5.89 | ||||
| World Large Stock | 25.31 | 11.93 | 7.87 | ||||
| Target-Date 2015 | 16.48 | 8.27 | 6.04 | ||||
| Allocation—85%+ Equity | 23.13 | 6.75 | 6.28 | ||||
| Target-Date 2025 | 19.69 | 9.58 | 6.97 | ||||
| World Allocation | 18.24 | 8.11 | 5.55 | ||||
| Target-Date 2045 |