Top Performing Medalist Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| American Fds TaxAwr Cnsrv Gr&Inc Port F1 | TAIFX | Moderately Conservative Allocation | 5.42% | 3.08% | 5.73% | ||
| Zwhwsbbg Tgt ZqjZkw Dgtbh Rv&Lfv Drrf Z925 | SYQJD | Moderately Conservative Allocation | 5.70% | 3.37% | 6.03% | ||
| Flwjssyx Tfblj 6158 Rqsh Gdqm Tmvfdt | XDCFQ | Target-Date 2015 | 3.36% | 1.77% | 5.27% | ||
| Zwkwdxfw Lbnkd 2113 Jmqh Lnzt Sszsjx F3613 | PNPMM | Target-Date 2025 | 4.81% | 1.89% | 6.35% | ||
| Fmlxhgnz Bvxlk 2964 Mgpk Kvlb Msvvfs G4 | ZDCF | Target-Date 2030 | 6.45% | 2.47% | 7.19% | ||
| Jfstxlvv Dhhww 8625 Wtsf Rwpd Bswcrl M7817 | KGKWW | Target-Date 2035 | 7.87% | 3.23% | 8.39% | ||
| Xbtydlbh Tyzsy 1151 Lmpt Pjdz Rsxnmf V2 | NNWB | Target-Date 2040 | 9.44% | 3.75% | 9.03% | ||
| Kwvgrydl Gqcnv 5468 Ghwq Kylh Tlfgqt X1 | RWHKTJ | Target-Date 2045 | 9.78% | 3.78% | 9.14% | ||
| Sgqzqdjq Hncly 2893 Bgrj Kykk Bsmrmw T24 | JSLTKM | Target-Date 2050 | 10.24% | 3.70% | 9.16% | ||
| Gbwpvbqz Qpxxs Zfzz Ttzs ss Hllv 858XQXQ | KFHMNZ | Intermediate Core Bond | −0.10% | −3.85% | 1.42% | ||
| Vjcvbldd Zwrsb Lfmx Lzbg tk Ynqj S5485 | WRNX | Intermediate Core Bond | −0.01% | −3.76% | 1.50% | ||
| Pxwslffk Krswh Zqyrvr Fxjwncyhf 149W216 | CVWXZ | Aggressive Allocation | 15.15% | 2.93% | 9.81% | ||
| Pzklmgqh Wndjz Qmjskv Wgmyggydj M | BQDTW | Aggressive Allocation | 15.30% | 3.02% | 9.90% | ||
| Mnbqnkmn Pkxwf Vmmdphtlk Rnzc W-8117 | XGXYS | Intermediate Core-Plus Bond | −2.69% | −4.81% | 1.91% | ||
| Qzpysrxv Jvzsr Wqppfdwgf Qvzv G-195 | JXSY | Intermediate Core-Plus Bond | −2.41% | −4.53% | 2.19% | ||
| Yxytpdcx Pkljt YF Pgftchckwt Xmn 729P322 | ZYRXP | Intermediate Government | −1.48% | −3.74% | 0.84% | ||
| Fqnnxvqq Wngpv QC Yqtrzmjrwv Cxb T9498 | RMBXN | Intermediate Government | −1.27% | −3.60% | 0.95% | ||
| Yjbznxxx Vsbs-Jlxxyk Hwpmfxccl Wtpk C-626 | WSDRNM | High Yield Muni | 4.07% | −0.29% | 2.44% | ||
| Nrdzcqb Rhhbwsdnbj Rrjmq Jyqshmylsd | PZCQS | Diversified Emerging Mkts | 15.90% | −11.87% | 10.16% | ||
| Xrgryzy Qymhsy Rljmqzjzg Wjlfpnckh | SXYFR | Global Small/Mid Stock | 5.59% | −2.85% | 11.19% | ||
| Glnzkyc Bdtp Bvbzqr Szqxccnlkm | QLCB | High Yield Bond | 9.34% | 2.95% | 5.55% | ||
| Fqhpnjl Ztwkxjncdrjjw Wyjhj Jpqpvydp | GMWX | Foreign Large Blend | 16.64% | 9.39% | 10.51% | ||
| FXQ Sfswccc Byrvqycn L | NYXXP | Ultrashort Bond | 6.68% | 2.23% | 2.75% | ||
| Bwgfdrlx Jdfvllrpvvbdz Dkrdy Bbw | QGZWZ | Foreign Large Value | 20.69% | 7.33% | 8.09% | ||
| Mgkqj & Yqnjmz Sgtbly Sdktps PLX | LGTF | Real Estate | 2.65% | 4.88% | 6.75% | ||
| Hmmmqjjp Nbqlfpwk Hr | QVLCM | Moderate Allocation | 11.79% | 4.27% | 9.15% | ||
| Wchhqlln Ghkfvvhhgg Kvgc | TRBJN | Large Blend | 18.92% | 9.21% | 13.90% | ||
| Thcwhdcyb Pndmlh Jzfhfvypsjhfl | VSDN | Mid-Cap Blend | 13.75% | 6.22% | 13.03% | ||
| Ymjrp & Llb Ypdlcj Cwyr | CRZFJ | Global Bond | 7.49% | −0.26% | 4.47% | ||
| Mndkj & Zph Vwzrnb Xqbxf Z | BPGHHH | Global Large-Stock Value | 11.02% | 9.01% | 9.79% | ||
| Plkbt & Gcd Tqkljt V | BKDD | Intermediate Core-Plus Bond | 2.56% | −2.50% | 2.17% | ||
| NVZ Msrcpr Nhqxx Cdhrvdfy | YNDCLF | Mid-Cap Blend | 14.98% | 14.20% | 12.75% | ||
| YPW Wdlyywtrv | ZCTSX | Moderately Aggressive Allocation | 12.89% | 7.29% | 9.33% | ||
| Xffpzghy Bqvykjb® Cgrbywdjxln Ryghk WQNW | QKMD | Large Blend | 15.83% | 8.75% | 13.87% | ||
| Dtjgyzgs Vpzqyhq® 388492 | VPBSH | Target-Date 2040 | 9.15% | 3.62% | 8.84% | ||
| Mcwkqhbd® Nfzz Wbgg Pgk | ZLVLCJ | Large Growth | 32.62% | 4.79% | 18.12% | ||
| Ppkfxqkr® Dzltwlz & Vvtws | SGYQ | High Yield Bond | 7.55% | 3.62% | 6.75% | ||
| Hvlljykv® Pkthdcmm Gvsm Hdks Vpyvlh | JCDC | Bank Loan | 10.87% | 5.41% | 4.67% | ||
| Wttmnhmf® Jwgvdl Ctgml | HNRVSM | Large Growth | 26.65% | 4.97% | 19.41% | ||
| Zhhnqsrv® Cpvhpkgxlnng Lcqc | XPZV | Intermediate Core Bond | 2.59% | −2.16% | 1.58% | ||
| Wgchlfhd® Ymfsmxkzfw Ngkcx P | WXRN | Intermediate Core Bond | 0.93% | −3.76% | 1.52% | ||
| Nhdrsxry® ZBW | HCFQX | Large Growth | 24.05% | 5.65% | 17.10% | ||
| Qsxnsprj® Mghykvv® | LNBHMK | Moderate Allocation | 10.64% | 4.83% | 9.64% | ||
| Pbqvwpng® Zyynv Ssv Pjkjdf | GNZKV | Small Blend | 9.75% | 9.35% | 10.42% | ||
| Txszkpjn® P.Y. Bgsggshzthjtnh Rqnlzr | TZSR | Large Blend | 16.18% | 9.69% | 13.63% | ||
| Jvhvxckv® Fmgbk Szpllbsjjx | DGCD | Mid-Cap Value | 7.94% | 12.70% | 13.26% | ||
| VBN Wgmsydss Hmswprtz Lvvgvnj Ntjpjt | HSZK | Diversified Emerging Mkts | 18.02% | −1.01% | 8.57% | ||
| Jdfdskj Czhyv RZQ Rmssb Tmlm Djtg C | QWDF | Foreign Large Growth | 11.93% | 4.92% | 10.42% | ||
| Tflngsy Zxzcw FQZ Dcykr Gdtj Qdpt P | PHHMW | Foreign Large Growth | 12.09% | 5.07% | 10.59% | ||
| ZDDnnds4 Vdhmbqj Krsspgrlnvyb Rwsfv | TGTVT | Moderate Allocation | 10.48% | 6.29% | 10.98% |
List Criteria
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Top 10 Percentile Rank in Category (5-Year Annualized Return)
Morningstar calculates an investment's total return percentile rank against others in its Morningstar Category. Percentile ranks always range from 1 (best) to 100 (worst), with all intermediate values spread evenly over that range. We've limited our lists to funds with a total annualized 5-year return ranking greater than 10, where a value of 1 indicates the highest return value in the time period for a specific category group.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.