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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 (%)
Mid-Cap Growth
World Bond-USD Hedged
High Yield Bond
Intermediate Core-Plus Bond
Intermediate Core-Plus Bond
Managed Futures
Small Growth
Large Growth
Large Growth
Large Growth
Small Growth
Large Growth
Convertibles
Mid-Cap Value
Small Value
Technology
Managed Futures
Foreign Large Value
Large Value
Small Value
Foreign Large Blend
Large Value
Large Value
Mid-Cap Value
Large Growth
Large Growth
Large 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
Allocation--50% to 70% 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
Large Growth
World Large Stock
Diversified Emerging Mkts
World Small/Mid Stock
Muni National Interm
Muni California Long
Large Blend
High Yield Muni
Large Value
Large Value
Large Value
Market Neutral
Market Neutral
Large Blend
Long-Short Equity
Managed Futures
Tactical Allocation
Multialternative
Multialternative
Market Neutral
Mid-Cap Value
Foreign Large Blend
Diversified Emerging Mkts
World Large Stock
World Large Stock
World Large Stock
High Yield Bond
Foreign Large Growth
Foreign Small/Mid Growth
Foreign Large Blend
Mid-Cap Growth
Mid-Cap Value
Small Growth
Large Value
Large Blend
Intermediate Core Bond
Intermediate Core-Plus Bond
Mid-Cap Growth
Short-Term Bond
Mid-Cap Growth
Diversified Emerging Mkts
Mid-Cap Growth
Small Growth
Ultrashort Bond
Foreign Large Blend
Large Growth
Large Value
Small Growth
Pacific/Asia ex-Japan Stk
Allocation--50% to 70% Equity
Large Growth
World Allocation
Diversified Emerging Mkts
Large Value
Market Neutral
World Allocation
Market Neutral
Intermediate Government
High Yield Bond
High Yield Muni
Large Growth
Target-Date 2025
Target-Date 2035
Target-Date 2045
Target-Date 2050
Target-Date 2055
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 Retirement
Short-Term Bond
Allocation--15% to 30% Equity
Mid-Cap Growth
Allocation--30% to 50% Equity
Muni National Interm
World Bond
Nontraditional Bond
Technology
Multialternative
Intermediate Core-Plus Bond
Intermediate Core Bond
Multialternative
Large Blend
Large Value
World Bond-USD Hedged
Multialternative
World Large Stock
World Bond
World Large Stock
Large Value
World Large Stock
Long-Short Equity
Long-Short Equity
Small Value
Diversified Emerging Mkts
World Bond
Global Real Estate
Small Growth
Small Blend
Intermediate Core-Plus Bond
Diversified Emerging Mkts
World Large Stock
Foreign Large Value
Mid-Cap Growth
Small Growth
Large Growth
Large Blend
Large Blend
Large Growth
Large Value
Small Growth
Large Blend
Real Estate
Real Estate
Allocation--50% to 70% Equity
Large Blend
Convertibles
Large Value
Large Blend
Large Blend
Mid-Cap Blend
Large Blend
Technology
Small Growth
Small Blend
Small Value
Small Growth
Mid-Cap Growth
Financial
World Large Stock
Large Growth
Small Value
Diversified Emerging Mkts
Diversified Emerging Mkts
World Large Stock
Foreign Large Blend
Foreign Small/Mid Value
Foreign Small/Mid Blend
Foreign Large Value
Ultrashort Bond
Real Estate
Small Value
Large Blend
Large Blend
Large Value
Large Blend
Small Blend
Small Blend
Small Value
Small Value
High Yield Bond
Large Value
Mid-Cap Value
Small Value
Mid-Cap Value
Allocation--50% to 70% Equity
World Bond
World Large Stock
Intermediate Core-Plus Bond
Foreign Large Value
Large Value
Large Growth
Mid-Cap Growth
Emerging-Markets Local-Currency Bond
Bank Loan
Bank Loan
Bank Loan
Nontraditional Bond
High Yield Bond
High Yield Bond
Tactical Allocation
Health
Corporate Bond
High Yield Bond
Intermediate Core-Plus Bond
Ultrashort Bond
Large Blend
Foreign Large Growth
Pacific/Asia ex-Japan Stk
Diversified Emerging Mkts
Large Value
Large Blend
Large Growth
Health
Foreign Large Growth
Foreign Large Growth
Foreign Small/Mid Growth
Large Blend
Mid-Cap 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 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
Large Growth
Muni California Long
High Yield Bond
Ultrashort Bond
Large Growth
Foreign Large Growth
Pacific/Asia ex-Japan Stk
Diversified Emerging Mkts
Large Value
Mid-Cap Blend
Allocation--70% to 85% Equity
Intermediate Government
Intermediate Government
Large Blend
Large Growth
High Yield Bond
Large Growth
Muni National Interm
Intermediate Core Bond
Foreign Large Growth
Foreign Large Growth
Foreign Large Blend
Intermediate Core Bond
Large Blend
Mid-Cap Blend
Muni National Short
Mid-Cap Value
Large Growth
Mid-Cap Blend
Intermediate Core Bond
Muni National Long
Emerging Markets Bond
Large Blend
Muni New York Long
Foreign Large Growth
Real Estate
Health
Communications
Short-Term Bond
Small Blend
Small Growth
Muni National Long
Intermediate Core-Plus Bond
Large Blend
Intermediate Core Bond
Large Value
World Allocation
Foreign Large Blend
Mid-Cap Blend
Foreign Large Blend
Large Blend
Allocation--50% to 70% Equity
Foreign Small/Mid Blend
Short-Term Bond
Muni National Interm
Muni National Long
High Yield Muni
World Large Stock
Financial
World Large Stock
Allocation--85%+ Equity
Small Growth
Utilities
Options-based
Large Blend
Large Growth
World Allocation
World Allocation
Multialternative
Foreign Large Growth
Small Blend
Diversified Emerging Mkts
Intermediate Core-Plus Bond
Large Growth
High Yield Bond
Foreign Large Blend
Mid-Cap Value
Small Growth
Small Blend
Large Growth
Diversified Emerging Mkts
Diversified Emerging Mkts
World Large Stock
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
Intermediate Core-Plus Bond
World Bond
Mid-Cap Growth
High Yield Bond
Pacific/Asia ex-Japan Stk
World Allocation
Large Value
Intermediate Core-Plus Bond
Corporate Bond
Diversified Emerging Mkts
Large Value
Large Value
Europe Stock
Europe Stock
Foreign Large Growth
Foreign Small/Mid Blend
Allocation--30% to 50% Equity
Allocation--30% to 50% Equity
Diversified Emerging Mkts
Small Growth
Mid-Cap Growth
Large Value
Foreign Large Growth
Foreign Large Growth
Large Blend
Short-Term Bond
Small Value
Foreign Large Blend
Large Blend
Foreign Large Blend
World Allocation
Foreign Large Blend
Mid-Cap Growth
World Bond-USD Hedged
Mid-Cap Growth
Large Growth
Technology
Mid-Cap Value
Small Value
Small Growth
Large Blend
Small Growth
Large Growth
Large Growth
Intermediate Core-Plus Bond
Large Value
Mid-Cap Value
Financial
Foreign Large Growth
Intermediate Core Bond
Large Growth
Diversified Emerging Mkts
Foreign Large Growth
Intermediate Core Bond
Intermediate Core-Plus Bond
Diversified Emerging Mkts
Large Value
Large Blend
Europe Stock
World Allocation
Intermediate Government
Large Growth
Large Value
Options-based
Allocation--30% to 50% Equity
Large Growth
Short-Term Bond
Mid-Cap Growth