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Funds

Medalist Funds

These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.

List of investments
Name
Ticker
Category
Morningstar Rating
Morningstar Analyst Rating
Total 1-Year Return (%)
Total 3-Year Return (%)
Total 5-Year Return (%)
Managed Futures
Small Value
High Yield Bond
Large Value
Diversified Emerging Mkts
Small Growth
Allocation—50% to 70% Equity
Large Value
Large Growth
Foreign Large Blend
Small Blend
Large Blend
World Small/Mid Stock
Foreign Large Blend
World Allocation
Muni National Interm
Large Value
World Allocation
Small Growth
Mid-Cap Growth
High Yield Bond
Large Growth
Large Blend
Foreign Small/Mid Growth
Small Value
Foreign Small/Mid Growth
Small Value
World Large Stock
Muni National Long
Foreign Large Value
Foreign Large Growth
Large Blend
World Large Stock
Foreign Small/Mid Blend
Diversified Emerging Mkts
Large Blend
Large Value
World Bond
Allocation—70% to 85% Equity
Large Value
Foreign Large Blend
Mid-Cap Blend
Large Blend
Diversified Emerging Mkts
Large Growth
Large Value
Intermediate Core Bond
Large Growth
Inflation-Protected Bond
Foreign Large Growth
Corporate Bond
World Allocation
Intermediate Core Bond
Target-Date 2000-2010
Allocation—70% to 85% Equity
Large Growth
Large Growth
Global Real Estate
Allocation—50% to 70% Equity
Large Growth
Large Value
Target-Date Retirement
Target-Date 2035
Target-Date 2045
Target-Date 2020
Target-Date 2040
Target-Date 2030
Target-Date 2050
Corporate Bond
High Yield Bond
Large Blend
Mid-Cap Growth
Small Growth
Large Growth
Multisector Bond
Muni National Long
Mid-Cap Growth
Target-Date 2025
Target-Date 2015
Target-Date 2055
Large Growth
Nontraditional Bond
Target-Date 2000-2010
Target-Date 2015
Large Value
Target-Date 2025
Foreign Large Value
Target-Date 2035
Large Growth
World Bond
Target-Date 2030
Target-Date 2000-2010
Real Estate
Large Blend
Mid-Cap Value
Target-Date 2040
Target-Date 2020
Target-Date Retirement
Diversified Pacific/Asia
Intermediate Government
Mid-Cap Growth
Large Value
Allocation—30% to 50% Equity
Mid-Cap Growth
Small Growth
Mid-Cap Value
Foreign Large Growth
Mid-Cap Growth
Foreign Large Growth
Small Blend
Allocation—70% to 85% Equity
Foreign Large Growth
Large Growth
Small Value
Foreign Large Blend
Large Blend
Large Blend
Target-Date 2055
Foreign Large Blend
Large Value
Small Blend
Muni National Interm
Small Blend
Small Growth
Small Growth
Mid-Cap Blend
Large Blend
Mid-Cap Growth
Large Growth
High Yield Muni
World Large Stock
Intermediate Core Bond
Mid-Cap Blend
Mid-Cap Growth
Foreign Large Blend
Mid-Cap Value
Long Government
Mid-Cap Value
Foreign Large Blend
Long Government
Corporate Bond
Muni National Long
Small Growth
Diversified Emerging Mkts
Multialternative
Large Value
Technology
Small Blend
Large Blend
Diversified Emerging Mkts
Foreign Large Growth
Large Blend
Target-Date 2000-2010
Mid-Cap Blend
Multisector Bond
Multisector Bond
Bank Loan
World Large Stock
Small Growth
Diversified Emerging Mkts
Foreign Large Value
Ultrashort Bond
Emerging Markets Bond
Small Blend
Options-based
Foreign Large Growth
Foreign Large Growth
Technology
Mid-Cap Value
Large Blend
Large Value
Foreign Small/Mid Blend
Large Value
Foreign Small/Mid Value
Foreign Large Blend
Large Value
Inflation-Protected Bond
Large Blend
Large Growth
Diversified Emerging Mkts
Foreign Large Blend
Small Value
Large Blend
Multialternative
Foreign Small/Mid Blend
World Large Stock
Long-Term Bond
Large Growth
Multialternative
Foreign Large Blend
Mid-Cap Growth
Diversified Emerging Mkts
Muni National Long
Diversified Pacific/Asia
Target-Date 2000-2010
Large Growth
Large Value
Target-Date 2015
Target-Date 2020
Large Blend
Target-Date 2025
High Yield Muni
Large Growth
Large Blend
Bank Loan
Large Growth
Target-Date 2030
Target-Date 2035
Target-Date 2040
Foreign Large Value
Large Blend
Large Value
Small Blend
Large Blend
Large Value
Large Blend
Allocation—30% to 50% Equity
Mid-Cap Growth
Target-Date 2055
Large Growth
Mid-Cap Growth
Large Blend
Target-Date 2055
Mid-Cap Blend
Muni National Long
Small Blend
Large Blend
Long-Term Bond
Intermediate Government
Large Growth
Bank Loan
Real Estate
Mid-Cap Growth
Intermediate Core Bond
Large Blend
Large Value
Mid-Cap Growth
Large Blend
Small Growth
Target-Date 2060+
World Allocation
Target-Date 2025
Target-Date 2045
Target-Date 2035
Target-Date 2050
Multialternative
Intermediate Government
Large Growth
Real Estate
Large Blend
Target-Date 2060+
Diversified Emerging Mkts
Target-Date 2045
Target-Date 2050
High Yield Muni
Foreign Large Growth
Mid-Cap Growth
Target-Date 2020
Mid-Cap Blend
Target-Date 2025
Target-Date 2030
Allocation—50% to 70% Equity
Long-Term Bond
Target-Date 2035
Large Blend
Allocation—70% to 85% Equity
Intermediate Core Bond
Large Blend
Target-Date 2040
Managed Futures
Large Value
Target-Date 2045
Diversified Emerging Mkts
Large Value
Target-Date 2050
Intermediate Government
Large Growth
Diversified Emerging Mkts
World Large Stock
Target-Date 2030
Target-Date 2035
Target-Date 2055
Inflation-Protected Bond
Target-Date Retirement
Target-Date Retirement
Target-Date 2040
Intermediate Core Bond
Foreign Large Blend
Target-Date Retirement
Target-Date 2020
Large Growth
Diversified Emerging Mkts
Global Real Estate
High Yield Bond
Target-Date 2025
World Large Stock
Large Growth
Foreign Large Blend
Mid-Cap Blend
Mid-Cap Value
Large Value
Multialternative
World Large Stock
Large Growth
Allocation—30% to 50% Equity
World Large Stock