Top Performing Medalist Funds

These mutual funds have cleared two high hurdles to get on this list. First, they have outperformed a large majority of their category peers over the past five years. Second, they also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
Screen With Investor
Name
Morningstar Category
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Adjusted Expense Ratio
Fee Level
Distribution
Total Return
5 Year
Total Return Rank in Category
5 Year
AB Equity Income Fund Advisor Class
AUIYX
Large Value
0.620%Below Average13.08%7
AB Equity Income Fund Class I
AUIIX
Large Value
0.650%Average12.99%7
AB Equity Income Fund Class Z
AUIZX
Large Value
0.590%Below Average13.10%6
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MZQR
Foreign Large Blend
0.700%Below Average12.44%4
QP Wswydsmznmtmn Xshxyhfnc Gqqdmcqh Ppgqpyspy Kdlly
FZFQFQ
Foreign Large Blend
0.710%Below Average12.42%4
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YKSWV
Diversified Emerging Mkts
1.100%Above Average11.46%6
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FBFGH
Diversified Emerging Mkts
1.310%Above Average11.22%7
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PLJQS
Diversified Emerging Mkts
1.200%High11.38%6
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GFTQPH
Natural Resources
1.360%High21.05%3
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YNLPZ
Large Growth
0.610%Below Average18.92%1
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YVZNX
Large Growth
0.660%Average18.88%1
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NQYPNX
Small Blend
0.500%Low10.96%6
Zqpbhtbwm Bdnqxjkrqgv Cqdzx Qcw Pwfz Cvlxmyjjvdcvh Qwtgp
PJZRP
Small Blend
0.600%Low10.86%7
Njxgtkrnh Cfsxb Cqh Qpky Zbhk - Grqsy Hh
FCYRVB
Large Blend
0.670%Average15.15%5
Rcpqkldgj Dxzrq Zxr Nflt Mylp - Wkjcb S569
YDGSVD
Large Blend
0.650%Above Average15.18%5
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HNCSL
Equity Precious Metals
0.790%Below Average20.95%1
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BQTBR
Global Aggressive Allocation
0.670%Below Average10.12%8
Nvwwrfvbz Kcxjmhqgc Xqz-Zvrk Hvxs - Btrh
GMDDP
Muni Single State Interm
0.700%Below Average1.12%7
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YLJJS
Muni Single State Interm
0.520%Above Average1.28%2
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LLMQW
Emerging Markets Bond
1.070%High8.43%1
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FZPST
Emerging Markets Bond
1.100%High8.38%1
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DJMM
Foreign Small/Mid Growth
0.900%Low10.97%1
Fyxrqkpg Dtpnjfx Rmnvwy Cfzx Nbgshp Nvkp Z Stqq
KQFD
Global Real Estate
1.360%Above Average2.72%6
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RGBYWM
Global Real Estate
0.910%Average3.18%1
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GYYFN
Global Real Estate
1.110%Average2.97%3

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