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 | 4.17 | −1.15 | 3.57 | ||||
| Small Value | −5.53 | 5.38 | 2.21 | ||||
| High Yield Bond | 6.68 | 7.89 | 4.50 | ||||
| Large Value | 12.26 | 13.49 | 9.02 | ||||
| Diversified Emerging Mkts | 8.46 | — | — | ||||
| Small Growth | 17.26 | 27.07 | 16.11 | ||||
| Allocation—50% to 70% Equity | 5.53 | 8.35 | 6.46 | ||||
| Large Value | 4.05 | 9.97 | 5.83 | ||||
| Large Growth | 10.84 | 18.33 | 12.71 | ||||
| Foreign Large Blend | −5.04 | 7.09 | −0.58 | ||||
| Small Blend | −1.77 | 12.88 | 7.86 | ||||
| Large Blend | 9.73 | 13.01 | 8.98 | ||||
| World Small/Mid Stock | 4.01 | 13.52 | 7.86 | ||||
| Foreign Large Blend | −1.50 | 7.65 | 2.20 | ||||
| World Allocation | 0.58 | 4.10 | −0.61 | ||||
| Muni National Interm | 5.31 | 1.80 | 2.73 | ||||
| Large Value | 11.45 | 12.34 | 9.51 | ||||
| World Allocation | 5.56 | 7.00 | 4.65 | ||||
| Small Growth | 19.38 | 30.92 | 22.03 | ||||
| Mid-Cap Growth | 16.51 | 17.53 | 10.36 | ||||
| High Yield Bond | 7.72 | 7.30 | 5.72 | ||||
| Large Growth | 9.73 | 17.16 | 12.46 | ||||
| Large Blend | 10.86 | 14.66 | 10.91 | ||||
| Foreign Small/Mid Growth | 2.65 | 9.20 | 2.64 | ||||
| Small Value | −5.42 | 7.47 | 3.53 | ||||
| Foreign Small/Mid Growth | 0.83 | 10.41 | 5.10 | ||||
| Small Value | −5.02 | 8.71 | 4.83 | ||||
| World Large Stock | 7.87 | 15.91 | 9.63 | ||||
| Muni National Long | 6.82 | 2.04 | 3.50 | ||||
| Foreign Large Value | −4.83 | 9.29 | 0.57 | ||||
| Foreign Large Growth | 9.85 | — | — | ||||
| Large Blend | 4.29 | 10.87 | 8.30 | ||||
| World Large Stock | −6.43 | 10.96 | 6.11 | ||||
| Foreign Small/Mid Blend | −6.13 | 7.77 | 1.44 | ||||
| Diversified Emerging Mkts | 1.45 | 11.25 | 2.77 | ||||
| Large Blend | 0.48 | 12.97 | 7.49 | ||||
| Large Value | 12.92 | 12.47 | 10.25 | ||||
| World Bond | 1.99 | 1.51 | 0.95 | ||||
| Allocation—70% to 85% Equity | 6.56 | 7.29 | 5.64 | ||||
| Large Value | 4.85 | 11.93 | 6.39 | ||||
| Foreign Large Blend | −3.19 | 8.88 | 2.17 | ||||
| Mid-Cap Blend | 6.77 | 10.37 | 6.20 | ||||
| Large Blend | 11.61 | 15.18 | 10.93 | ||||
| Diversified Emerging Mkts | 0.58 | 10.12 | 2.32 | ||||
| Large Growth | 11.89 | 17.08 | 12.93 | ||||
| Large Value | — | — | — | ||||
| Intermediate Core Bond | 7.46 | 2.52 | 2.81 | ||||
| Large Growth | 14.48 | 15.29 | 12.94 | ||||
| Inflation-Protected Bond | 3.13 | 1.57 | 0.85 | ||||
| Foreign Large Growth | 0.15 | 10.17 | 4.28 | ||||
| Corporate Bond | 9.50 | 4.39 | 4.02 | ||||
| World Allocation | 4.78 | 8.08 | 4.96 | ||||
| Intermediate Core Bond | 7.20 | 1.95 | 2.59 | ||||
| Target-Date 2000-2010 | 6.52 | 6.53 | 4.32 | ||||
| Allocation—70% to 85% Equity | 6.14 | 10.10 | 6.54 | ||||
| Large Growth | 10.48 | 21.10 | 14.30 | ||||
| Large Growth | 13.95 | 23.27 | 15.20 | ||||
| Global Real Estate | 5.48 | 7.59 | 4.53 | ||||
| Allocation—50% to 70% Equity | 7.01 | 8.87 | 7.40 | ||||
| Large Growth | 9.75 | 17.36 | 14.85 | ||||
| Large Value | 0.98 | 11.93 | 6.20 | ||||
| Target-Date Retirement | 6.54 | 5.24 | 4.18 | ||||
| Target-Date 2035 | 6.22 | 10.09 | 6.48 | ||||
| Target-Date 2045 | 5.90 | 11.05 | 6.86 | ||||
| Target-Date 2020 | 6.50 | 7.81 | 5.54 | ||||
| Target-Date 2040 | 6.00 | 10.79 | 6.72 | ||||
| Target-Date 2030 | 6.42 | 9.39 | 6.22 | ||||
| Target-Date 2050 | 5.86 | 11.03 | 6.85 | ||||
| Corporate Bond | 9.20 | 4.56 | 3.78 | ||||
| High Yield Bond | 5.17 | 4.13 | 3.03 | ||||
| Large Blend | 11.37 | 9.74 | 7.33 | ||||
| Mid-Cap Growth | 17.51 | 20.39 | 12.00 | ||||
| Small Growth | 1.48 | 15.27 | 10.75 | ||||
| Large Growth | 5.16 | 14.10 | 9.51 | ||||
| Multisector Bond | 4.32 | 4.43 | 1.83 | ||||
| Muni National Long | 6.51 | 3.07 | 4.03 | ||||
| Mid-Cap Growth | 17.24 | 19.27 | 13.74 | ||||
| Target-Date 2025 | 6.61 | 8.69 | 5.94 | ||||
| Target-Date 2015 | 6.48 | 6.66 | 4.89 | ||||
| Target-Date 2055 | 5.46 | 10.24 | 6.41 | ||||
| Large Growth | 8.10 | 16.58 | 11.00 | ||||
| Nontraditional Bond | 4.94 | 4.06 | 2.63 | ||||
| Target-Date 2000-2010 | 5.34 | 5.98 | 4.26 | ||||
| Target-Date 2015 | 5.20 | 7.73 | 5.24 | ||||
| Large Value | 11.14 | 11.50 | 9.39 | ||||
| Target-Date 2025 | 4.99 | 8.92 | 5.81 | ||||
| Foreign Large Value | 4.44 | 8.33 | 4.04 | ||||
| Target-Date 2035 | 4.09 | 11.13 | 6.84 | ||||
| Large Growth | 10.54 | 21.82 | 15.05 | ||||
| World Bond | 5.27 | 4.29 | 1.24 | ||||
| Target-Date 2030 | 6.22 | 10.52 | 6.49 | ||||
| Target-Date 2000-2010 | 6.01 | 6.98 | 4.74 | ||||
| Real Estate | 15.26 | 6.48 | 8.35 | ||||
| Large Blend | 10.37 | 14.13 | 10.63 | ||||
| Mid-Cap Value | 3.79 | 9.33 | 8.63 | ||||
| Target-Date 2040 | 5.71 | 11.50 | 6.94 | ||||
| Target-Date 2020 | 6.21 | 8.52 | 5.56 | ||||
| Target-Date Retirement | 5.69 | 4.91 | 3.62 | ||||
| Diversified Pacific/Asia | −5.84 | 9.58 | 5.91 | ||||
| Intermediate Government | 6.42 | 1.18 | 1.95 | ||||
| Mid-Cap Growth | 14.21 | 17.97 | 11.02 | ||||
| Large Value | 2.49 | 11.84 | — | ||||
| Allocation—30% to 50% Equity | 7.18 | 7.05 | 4.27 | ||||
| Mid-Cap Growth | 16.75 | 18.85 | 14.34 | ||||
| Small Growth | 5.01 | 15.64 | 10.74 | ||||
| Mid-Cap Value | 3.39 | 9.69 | 8.03 | ||||
| Foreign Large Growth | 7.48 | 12.23 | 4.84 | ||||
| Mid-Cap Growth | 18.40 | 18.48 | 10.94 | ||||
| Foreign Large Growth | 8.08 | 11.55 | 7.43 | ||||
| Small Blend | −4.69 | 11.84 | 8.37 | ||||
| Allocation—70% to 85% Equity | 6.41 | 11.80 | 7.28 | ||||
| Foreign Large Growth | 8.17 | 11.69 | 7.60 | ||||
| Large Growth | 22.98 | 15.62 | 12.54 | ||||
| Small Value | −5.61 | 7.50 | 6.16 | ||||
| Foreign Large Blend | −7.21 | 10.10 | 0.92 | ||||
| Large Blend | 10.41 | 14.16 | 10.68 | ||||
| Large Blend | 18.56 | 12.38 | 12.91 | ||||
| Target-Date 2055 | 3.52 | 9.77 | 5.63 | ||||
| Foreign Large Blend | 4.97 | 6.66 | 5.30 | ||||
| Large Value | 0.35 | 10.13 | 6.52 | ||||
| Small Blend | −3.25 | 12.35 | 7.10 | ||||
| Muni National Interm | 6.08 | 2.43 | 3.56 | ||||
| Small Blend | −6.29 | 7.73 | 5.57 | ||||
| Small Growth | 8.20 | 17.48 | 12.52 | ||||
| Small Growth | 9.28 | 17.90 | 9.60 | ||||
| Mid-Cap Blend | 7.85 | 12.34 | 8.83 | ||||
| Large Blend | 7.99 | 12.12 | 8.80 | ||||
| Mid-Cap Growth | 14.92 | 16.29 | 12.26 | ||||
| Large Growth | 12.58 | 16.90 | 12.09 | ||||
| High Yield Muni | 6.75 | 2.16 | 3.99 | ||||
| World Large Stock | 6.41 | 13.33 | 7.35 | ||||
| Intermediate Core Bond | 7.84 | 2.26 | 2.91 | ||||
| Mid-Cap Blend | 7.73 | 11.99 | 8.47 | ||||
| Mid-Cap Growth | 13.70 | 16.24 | 10.88 | ||||
| Foreign Large Blend | −5.69 | 6.39 | 1.07 | ||||
| Mid-Cap Value | −14.29 | 6.53 | 0.82 | ||||
| Long Government | 10.01 | 1.20 | 3.24 | ||||
| Mid-Cap Value | 3.58 | 8.75 | 6.52 | ||||
| Foreign Large Blend | 1.04 | 9.04 | 2.18 | ||||
| Long Government | 12.07 | 1.14 | 5.85 | ||||
| Corporate Bond | 12.50 | 4.00 | 4.29 | ||||
| Muni National Long | 5.49 | 1.83 | 3.11 | ||||
| Small Growth | 10.93 | 16.72 | 10.58 | ||||
| Diversified Emerging Mkts | 1.95 | 11.21 | 1.99 | ||||
| Multialternative | 2.87 | 3.22 | 2.31 | ||||
| Large Value | 5.68 | 7.83 | 6.35 | ||||
| Technology | 9.99 | 24.14 | 17.85 | ||||
| Small Blend | 2.68 | 12.34 | 6.68 | ||||
| Large Blend | 10.74 | 14.06 | 10.67 | ||||
| Diversified Emerging Mkts | 10.15 | 8.19 | 2.32 | ||||
| Foreign Large Growth | 6.21 | 8.63 | — | ||||
| Large Blend | 9.79 | 14.54 | 10.97 | ||||
| Target-Date 2000-2010 | 5.28 | 6.88 | 4.75 | ||||
| Mid-Cap Blend | −2.71 | 9.33 | 3.59 | ||||
| Multisector Bond | 6.81 | 4.07 | 3.07 | ||||
| Multisector Bond | 5.43 | 3.07 | 2.93 | ||||
| Bank Loan | 4.38 | 4.65 | 3.73 | ||||
| World Large Stock | 12.27 | 15.62 | 9.12 | ||||
| Small Growth | 5.70 | 19.77 | 13.29 | ||||
| Diversified Emerging Mkts | 6.42 | 11.72 | 4.14 | ||||
| Foreign Large Value | −2.93 | 7.20 | 0.73 | ||||
| Ultrashort Bond | 3.96 | 3.04 | 2.05 | ||||
| Emerging Markets Bond | 11.90 | 6.31 | 4.19 | ||||
| Small Blend | −1.01 | 7.73 | 4.72 | ||||
| Options-based | 1.96 | 4.18 | 2.73 | ||||
| Foreign Large Growth | 8.59 | — | — | ||||
| Foreign Large Growth | 2.50 | — | — | ||||
| Technology | 9.72 | 21.96 | 16.49 | ||||
| Mid-Cap Value | −0.41 | — | — | ||||
| Large Blend | 8.89 | 14.00 | 10.35 | ||||
| Large Value | 3.88 | 11.10 | 8.26 | ||||
| Foreign Small/Mid Blend | −7.34 | 7.91 | 2.98 | ||||
| Large Value | 4.42 | — | — | ||||
| Foreign Small/Mid Value | −11.54 | 6.29 | 1.05 | ||||
| Foreign Large Blend | 0.22 | 8.95 | 2.36 | ||||
| Large Value | 8.95 | 11.26 | 7.49 | ||||
| Inflation-Protected Bond | 4.59 | 1.94 | 1.61 | ||||
| Large Blend | 10.34 | 14.28 | 10.56 | ||||
| Large Growth | −4.72 | 9.84 | 7.31 | ||||
| Diversified Emerging Mkts | 5.66 | 7.16 | 3.27 | ||||
| Foreign Large Blend | 4.22 | 10.95 | 5.03 | ||||
| Small Value | −7.61 | 8.60 | 4.77 | ||||
| Large Blend | 15.18 | 12.58 | 9.35 | ||||
| Multialternative | 4.88 | 4.44 | 3.15 | ||||
| Foreign Small/Mid Blend | −7.79 | 7.93 | 0.56 | ||||
| World Large Stock | −0.32 | 8.28 | 3.13 | ||||
| Long-Term Bond | 13.28 | 4.77 | 6.13 | ||||
| Large Growth | 13.13 | 20.98 | 14.27 | ||||
| Multialternative | 3.95 | 5.23 | 3.12 | ||||
| Foreign Large Blend | 3.61 | 7.25 | — | ||||
| Mid-Cap Growth | 13.74 | 17.55 | 11.34 | ||||
| Diversified Emerging Mkts | 10.30 | 7.90 | 1.74 | ||||
| Muni National Long | 5.57 | 2.21 | 3.37 | ||||
| Diversified Pacific/Asia | −4.35 | 6.74 | 4.95 | ||||
| Target-Date 2000-2010 | 5.56 | 6.84 | 4.74 | ||||
| Large Growth | −1.96 | 8.81 | 4.12 | ||||
| Large Value | 5.84 | 11.07 | 7.88 | ||||
| Target-Date 2015 | 5.44 | 7.36 | 5.01 | ||||
| Target-Date 2020 | 5.24 | 8.04 | 5.35 | ||||
| Large Blend | 14.60 | 13.12 | 10.02 | ||||
| Target-Date 2025 | 4.95 | 8.86 | 5.71 | ||||
| High Yield Muni | 6.65 | 4.47 | 6.47 | ||||
| Large Growth | 9.96 | 14.90 | 5.41 | ||||
| Large Blend | — | — | — | ||||
| Bank Loan | 3.11 | 4.78 | 3.66 | ||||
| Large Growth | 16.65 | 21.31 | 16.36 | ||||
| Target-Date 2030 | 4.64 | 9.61 | 6.05 | ||||
| Target-Date 2035 | 4.27 | 10.36 | 6.37 | ||||
| Target-Date 2040 | 3.81 | 11.08 | 6.63 | ||||
| Foreign Large Value | — | — | — | ||||
| Large Blend | 15.67 | 13.71 | 10.42 | ||||
| Large Value | 11.74 | 10.22 | 10.37 | ||||
| Small Blend | — | — | — | ||||
| Large Blend | 9.66 | 13.84 | 9.20 | ||||
| Large Value | — | — | — | ||||
| Large Blend | 12.29 | 12.05 | 11.09 | ||||
| Allocation—30% to 50% Equity | 10.67 | 7.42 | 6.24 | ||||
| Mid-Cap Growth | 0.21 | 19.03 | 12.71 | ||||
| Target-Date 2055 | 6.89 | 11.92 | 7.58 | ||||
| Large Growth | 0.78 | 17.90 | 11.88 | ||||
| Mid-Cap Growth | 10.20 | 18.13 | 11.69 | ||||
| Large Blend | 6.41 | 15.05 | 10.49 | ||||
| Target-Date 2055 | 3.51 | 11.81 | 7.16 | ||||
| Mid-Cap Blend | −0.25 | 10.76 | 4.17 | ||||
| Muni National Long | — | — | — | ||||
| Small Blend | 3.78 | 11.92 | 8.32 | ||||
| Large Blend | 11.35 | 11.44 | 10.57 | ||||
| Long-Term Bond | 14.53 | 5.06 | 5.43 | ||||
| Intermediate Government | 6.92 | 1.62 | 2.55 | ||||
| Large Growth | 18.63 | 21.31 | 14.96 | ||||
| Bank Loan | 3.29 | 3.78 | 2.91 | ||||
| Real Estate | 5.87 | 2.36 | 6.31 | ||||
| Mid-Cap Growth | 17.93 | 17.08 | 12.39 | ||||
| Intermediate Core Bond | 8.16 | 2.75 | 3.29 | ||||
| Large Blend | 10.16 | 13.95 | 10.48 | ||||
| Large Value | 11.45 | 12.06 | 9.12 | ||||
| Mid-Cap Growth | 15.73 | 18.11 | 10.82 | ||||
| Large Blend | 9.63 | 12.05 | 9.52 | ||||
| Small Growth | −1.49 | 15.95 | 10.60 | ||||
| Target-Date 2060+ | 5.96 | 11.86 | — | ||||
| World Allocation | 6.44 | 8.14 | 3.90 | ||||
| Target-Date 2025 | 6.13 | 8.11 | 5.53 | ||||
| Target-Date 2045 | 5.45 | 10.29 | 6.42 | ||||
| Target-Date 2035 | 5.59 | 9.56 | 6.10 | ||||
| Target-Date 2050 | 5.45 | 10.25 | 6.41 | ||||
| — | Multialternative | 4.64 | 2.20 | 1.42 | |||
| Intermediate Government | 4.94 | 0.69 | 1.02 | ||||
| Large Growth | 7.72 | 19.85 | 13.32 | ||||
| Real Estate | 14.39 | 6.15 | 9.23 | ||||
| Large Blend | 6.99 | 15.54 | 10.98 | ||||
| Target-Date 2060+ | 6.06 | 11.83 | 7.29 | ||||
| Diversified Emerging Mkts | −0.57 | 7.31 | — | ||||
| Target-Date 2045 | 4.11 | 10.10 | 5.68 | ||||
| Target-Date 2050 | 3.68 | 9.92 | 5.57 | ||||
| High Yield Muni | 6.89 | 3.81 | 5.24 | ||||
| Foreign Large Growth | 7.71 | 7.50 | 2.48 | ||||
| Mid-Cap Growth | 30.68 | 27.81 | 12.94 | ||||
| Target-Date 2020 | 6.76 | 6.85 | 4.98 | ||||
| Mid-Cap Blend | 1.92 | 13.02 | 7.67 | ||||
| Target-Date 2025 | 6.83 | 7.88 | 5.53 | ||||
| Target-Date 2030 | 6.83 | 8.79 | 5.98 | ||||
| Allocation—50% to 70% Equity | 8.78 | 9.23 | 7.27 | ||||
| Long-Term Bond | 14.65 | 4.53 | 6.08 | ||||
| Target-Date 2035 | 6.84 | 9.61 | 6.40 | ||||
| Large Blend | 11.73 | 11.57 | 9.30 | ||||
| Allocation—70% to 85% Equity | 8.85 | 10.96 | 7.09 | ||||
| Intermediate Core Bond | 7.75 | 2.12 | 2.79 | ||||
| Large Blend | 8.87 | 13.91 | 10.05 | ||||
| Target-Date 2040 | 6.80 | 10.36 | 6.77 | ||||
| Managed Futures | −0.21 | −3.78 | 1.58 | ||||
| Large Value | 9.78 | 12.02 | 9.13 | ||||
| Target-Date 2045 | 6.82 | 10.85 | 7.04 | ||||
| Diversified Emerging Mkts | 3.34 | 12.05 | 5.36 | ||||
| Large Value | 9.64 | 10.94 | 8.91 | ||||
| Target-Date 2050 | 6.72 | 10.97 | 7.10 | ||||
| Intermediate Government | 5.63 | 1.80 | 2.38 | ||||
| Large Growth | 10.31 | 16.42 | 11.84 | ||||
| Diversified Emerging Mkts | −0.22 | 11.11 | 2.25 | ||||
| World Large Stock | 4.14 | 8.24 | 4.02 | ||||
| Target-Date 2030 | 6.11 | 9.17 | 5.49 | ||||
| Target-Date 2035 | 5.50 | 9.72 | 5.56 | ||||
| Target-Date 2055 | 6.73 | 10.97 | 7.11 | ||||
| Inflation-Protected Bond | 4.74 | 1.98 | 1.69 | ||||
| Target-Date Retirement | 6.55 | 5.13 | 2.99 | ||||
| Target-Date Retirement | 6.78 | 6.13 | 4.63 | ||||
| Target-Date 2040 | 4.61 | 9.77 | 5.60 | ||||
| Intermediate Core Bond | 7.88 | 2.24 | 2.88 | ||||
| Foreign Large Blend | −0.06 | 7.17 | 1.70 | ||||
| Target-Date Retirement | 7.48 | 6.87 | 4.40 | ||||
| Target-Date 2020 | 7.09 | 7.80 | 4.96 | ||||
| Large Growth | 8.92 | 17.05 | 11.50 | ||||
| Diversified Emerging Mkts | 1.80 | 9.37 | 2.69 | ||||
| Global Real Estate | 6.52 | 6.55 | 3.19 | ||||
| High Yield Bond | 6.66 | 7.67 | 4.42 | ||||
| Target-Date 2025 | 6.78 | 8.62 | 5.31 | ||||
| World Large Stock | 5.60 | 8.94 | 4.13 | ||||
| Large Growth | 15.44 | 17.66 | 14.36 | ||||
| Foreign Large Blend | 2.44 | 9.84 | 2.67 | ||||
| Mid-Cap Blend | 4.35 | 8.53 | 7.16 | ||||
| Mid-Cap Value | 1.52 | 9.40 | 7.79 | ||||
| Large Value | 10.96 | 12.63 | 8.74 | ||||
| Multialternative | −11.46 | −5.00 | −0.38 | ||||
| World Large Stock | 8.06 | 15.28 | 10.29 | ||||
| Large Growth | 12.62 | 14.13 | 10.82 | ||||
| Allocation—30% to 50% Equity | 8.18 | 6.82 | 4.87 | ||||
| World Large Stock | 3.13 | 10.61 | 5.69 | ||||