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 (Day End)
5 Year, Day End
AB Equity Income Fund Advisor Class
AUIYX
Large Value
0.620%Below Average13.69%7
AB Equity Income Fund Class I
AUIIX
Large Value
0.650%Average13.60%9
AB Equity Income Fund Class Z
AUIZX
Large Value
0.590%Below Average13.71%7
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PMHLBZ
Foreign Large Blend
0.700%Below Average12.81%4
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PNRJBN
Foreign Large Blend
0.710%Below Average12.80%4
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ZRSKR
Large Value
0.640%Below Average13.48%9
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KNFBRS
Large Value
0.650%Average13.48%9
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NWSQFR
Real Estate
0.990%Above Average4.17%2
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WCRFG
Diversified Emerging Mkts
1.100%Above Average13.07%6
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PMDDB
Diversified Emerging Mkts
1.310%Above Average12.82%7
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YWVJV
Diversified Emerging Mkts
1.200%High12.98%6
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XRWGCL
Tactical Allocation
1.250%Average10.53%8
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VLLLS
Natural Resources
1.360%High25.00%4
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QQRCXV
Large Growth
0.610%Below Average19.73%1
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JCHHQH
Large Growth
0.660%Average19.69%1
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BFZGQD
Small Blend
0.910%Low10.37%8
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WCZCQ
Small Blend
0.500%Low10.71%6
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ZRVNB
Small Blend
0.600%Low10.61%7
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XCGLX
Moderately Conservative Allocation
0.430%Below Average6.01%9
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BDYJSS
Large Blend
0.670%Average15.92%4
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RPZVY
Large Blend
0.650%Above Average15.95%4
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CJCTV
Muni Pennsylvania
0.490%Low0.04%1
LOCK|qDwLW!c b!FGwstL JVJy#h h&cg - %q&D$ fFt@m#g
JNSXGC
Equity Precious Metals
0.780%Below Average29.73%1
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QNXHJR
Muni Single State Interm
0.520%Above Average0.27%5
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MBXRMS
Emerging Markets Bond
1.070%High8.26%2

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