Best Investments
Featured Stocks
-
Exemplary Stewards with High Dividends
Ambev SA ADR Clorox Co CME Group Inc Class A LOCK|VV yq! b<%Y< WP$ LOCK|zzJ<< lgvgR #$b?Fc LOCK|s&Hx< %>% -
Five Star Stocks
Adient PLC AECOM Alibaba Group Holding Ltd ADR LOCK|&#^# MWHB%cgJHD jS&<B v#y LOCK|&Qlg !R%!p&&&Dw &#! v%f!f #< LOCK|dV & $<gm KJ%zt &??$ -
Moats on Sale
A.O. Smith Corp Acuity Inc adidas AG ADR LOCK|Jy!m ?d^%m LOCK|wZ$ XPY LOCK|@ !s&w!K^M RnS $Qwy>yt%% G?R -
Undervalued US AI Stocks
Alphabet Inc Class A Amazon.com Inc Amphenol Corp Class A LOCK|nHZ&>k >WCZ LOCK|!^@QYgZ >lG!>t LOCK|fh$l ^ssgp -
Wide Moat and Undervalued Stocks
A.O. Smith Corp Air Products and Chemicals Inc Airbnb Inc Ordinary Shares - Class A LOCK|$c^>K PvPfr &pHyH>% GtL XngHHk LOCK|V<dx?< FQ%TV LOCK|$pH>gV <&F $>k!< zC#%
Featured Funds
-
Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% >dl!!J!Ml> x@K^Pl LOCK|b k>R@%xq%q$Z qkLr !$lcg R &!^#>@vvC LOCK|#>Fs X#qPF@Y&C ^n@d##CL PLP@?P -
Attractive After-Tax Tickers
abrdn Emerging Markets ex-China Fund Institutional Class Alger Focus Equity Fund Class Y Alger Growth & Income Fund Class A LOCK|BTc &%<VB% & gDmPp^ ?k@d Pn$># FJ LOCK|@Bh?jTy V<!q<@yplz& @Q$S$ MzB !rH^ Xyn>Y VsJD LOCK|@TVLmLQ smnx!K#hYM^ KFJs! GJw @l@C Vx#Kb Y@v -
Best Aggressive Allocation Funds
American Funds Growth Portfolio Class 529-A American Funds Growth Portfolio Class 529-E American Funds Growth Portfolio Class 529-F-2 LOCK|W!#$j# F%>c! >&$#z> B#SD$c%By ?>&dm Cgv-f-^% LOCK|?M^PMG &%Scb kY%>@& <sv#Lhd&p mWt!S $V< LOCK|&g%tt> Hc^Tc d<BPmh @<P^&&z!? ^by#t bH?Y-y -
Best Convertibles Funds
Fidelity Advisor Convertible Securities Fund - Class I Fidelity Advisor Convertible Securities Fund - Class Z Fidelity Convertible Securities Fund LOCK|#!%> m#!% ^&@jz%j$n^ #y%&f^?>&>n ??w<RL#!Yf xKYL – k$cfw#bvhq@?? ?#c<gQHP LOCK|>!?y bWM> x^#wXJ#<b% cM>?K?MXh@Y m##R!#fTNQ nZ@H – @kk>y>&b$M #s<hRC LOCK|G%^! tckqX@jS#?? ?w!> p<!@% >B%P -
Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|PD %n^@?xr>#mJ#t HR%^&v >p#nQq!z g@^p @!J LOCK|<g>?Dj @CM!p&> Y.w. mvZ#Y#! <JDh?v G$HQ<# LOCK|pM&&j DRYm $@CkN<< g&P^^>?!<P >.Q. SL<vDq -
Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|#Jv>B Yg ?$&^@-Kvq Q@w#n$$^$, hPD#X$ vw? h^<qCCgR% kxxV& D<?n LOCK|>t?gMW n!yVBcR <Yv>&'& !B?S<#l&>V &>!& - #N&@# g LOCK|S%L &!Ws>< $Gz!p!f$!??%K r&q!s?Q kgkw !fTlT<Vn&&@D% pSvtPT -
Commodities Medalist Funds
PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-2 PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-3 PIMCO CommoditiesPLUS® and Bond Alpha Fund Institutional Class LOCK|$G^ Fc!s@bkX@ c<# wl?F K#>#s& @Q@# @NRl^ TQWF pWT$L#ns&hnK?R ?@^?&lNd LOCK|p>> X<<^>#P%N $Zd c#Ns Pzp>?y xM$c pf?xF N>&> GFs^x S-y^dQ LOCK|<D! >dx%#>C<v f%v &C<> >tyXB# &#fP wkv!d MdX> <XS>P <-$b? -
Dividend Index Medalist Funds
Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF First Trust Dorsey Wright Momentum & Dividend ETF LOCK|D>Y %Sx&< v%#%X% %^F?V$LQ BzqsBS%qV z>rj LOCK|^#!^yb q.d. <#$f wZV&Q<%N j&DP JzDPx <%> LOCK|%>^Xt ^g! %dpsD L#ZS^Xfdjk t<#MwmS &^@b&l^j ^z&h -
Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|<b$? &S&cm$LQp NlkvkV$? LqK LOCK|$<? TZ &r!^s LOCK|#<t !f <ccM@Dd> & vJwZttQB L?^ -
Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|g hs^G> zj> K$@n?-G&>$D f%Pc R?XF> q??< LOCK|d Zs?ds YP# Qc>%^-d!@bn s>>& $@dTP ! LOCK|@ ^QkpF >X> !bZ>f-W!#$G $%v? S%mtq %R>wJ -
Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|<# !?!TczbC%>lC? Vt#!t@ @^CY>Wql &cC@ ^#hKsF LOCK|>rP&>$ @>Kgj>m s.!. ?<y&GPW <qd!F& jTp LOCK|dCX%< pXlJ NPP#ng& T^&g@f$hRm %.n. >JR -
Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF LOCK|nz^$sLV qSqS gPm &zCP&?> ^Z>Y>D <^WT#< @JcF@ -
Savvy International Travelers
American Beacon Ninety One Emerging Markets Equity Fund R5 Class American Beacon Ninety One Emerging Markets Equity Fund R6 Class American Beacon Ninety One Emerging Markets Equity Fund Y Class LOCK|$$d$K? H$?<> kmD^!m& &Ch<N pKtrrn @qb %<YYqq pHPW® k#!FP tDt-Y LOCK|VQ?b@q $pfc# g&p^z?& QJKgX !TR?Zs >yd #<kDnf YT>^® gCZXd P^L-M-K&Kl LOCK|GM%sLB >l%bL K?Vw$lz t!V^! W&L%#^ pz< xRrCwT p<!R® zsD?? sk@-<-Z -
Sector Equity Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class Aegis Value Fund Class I LOCK|Fy? #X <BFLm&JQ & !r<<z@gK &pC LOCK|sCL &k ^g%hlPc# & w^<b>R@k @!@^ @cV>% >m LOCK|P<P z$ %S^Y?!&R & sHcdj!!N QZ?K nj^RM F -
Sustainable Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF LOCK|%#M&$$F %z^! g?S kSlfRLC vZ&>xt DYrJ?$ MssW -
Top Medalist ETFs
Alexis Practical Tactical ETF Alpha Architect U.S. Quantitative Momentum ETF ARK Autonomous Technology & Robotics ETF LOCK|bd#!t $y &NqF^ #kP GPSNS $qHR LOCK|FTF?T y# Z$WrB @MV #&d&$ Cy@v LOCK|N @$vf@! <CY< kCpN m&sX^ -
Top Performing Medalist Funds
AB Equity Income Fund Advisor Class AB Equity Income Fund Class I AB Equity Income Fund Class Z LOCK| ><vs?^$$$dt&t t#J%ShJ#@ f?QV#d%^ VVp$HQL<q &GCwKR% ld<XQz LOCK| ^Cg%Bp@r$W#FT XNKJ?g?$t W??lt!X$ ?P@>$zXdx !QG<! $cC! LOCK| ?V^qK L<< ^llmj ^q!% NpR?BB? XP@S%byL -
Top Performing Sector ETFs
Alerian Energy Infrastructure ETF ALPS Active REIT ETF Amplify Blockchain Technology ETF LOCK|Qr<@C $%Nb#%#m<>hX? d^D&mq LOCK|NPYbd P&YZ!@ & &S$V<Q? <%xY#p?<n <%?HPbJ $V>D FwY LOCK|@&> &>^F^>J>>l #^w<S
Equity Medalist Funds
-
Best Core Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|q^ &DN%< &&Zzf v%> #pH#t< LTw^ %!sB# Gnq> LOCK|Y^ v@hp! <&cP? p&G q?z>$Q @?%r K@Xnv vjS LOCK|SS t?&<! BHYy@/ZHq qwy Yy?@J KHwp v%%GN SX -
Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|<x@Fhm s$jFV bJl^KbZy Chv^!m @^rV® &N^kn D%%-R?m? LOCK|@h^HY! &$>@M $%V#Dpy? S%%@Zl wf@M® #SVc% @&q-P-x?pt LOCK|?ZpDCV <MZY> dK#J&Xzn >PbnD> >T#h® @n$hZ ^gs-R-> -
Core Medalist ETFs
AB Core Bond ETF AB Corporate Bond ETF AB International Low Volatility Equity ETF LOCK| ^F @cY? @p%#?!B@ #ffL LOCK|>?? Wk l#J LOCK|x$# BM#Hp@X%?Rz$ &JCcWz %@^T^ -
High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|m<Q c<jdC >y!@wf &%Zr hy??C ># LOCK|FtV ??zHT >s#w!c k?&$ <>^>f B^ LOCK|k#p @f&zr fF< ?wg&%> !#fr^&Rs& <JFWY h-w%V -
International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| yVgBYyP$@Y<SX >t$ b&TJ@!<#Sz xC<@W@ kwS&% LOCK| <x&P!>@h$Kwqg zWP>w>vkk sR!KZg^> L>%s!!?%P Qnx^Hzg Zyz?cM LOCK| #!q@>nrb@%xbD g^%KQjr$r b#!>K!F? $k$^?bL>% D!&j# X -
US Equity Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|@! x$n#q L!pvv V@c #$vSm@ G?g! $!%$^ &? LOCK|#< MY><t >Vlh! Bh^ ^SX%&% >s#v #l@#& F LOCK|?? p%h#x #mVjF/hWR $XL mjfh^ @YP@ >xQWl JM -
US Growth Index Medalist Funds
American Century U.S. Quality Growth ETF Calvert US Large Cap Growth Responsible Index Fund Class A Calvert US Large Cap Growth Responsible Index Fund Class I LOCK|s#?V< mX >jwkc TQ> <Nkl%^ x??xhGW&FY% S!FK# &<Q# Y#^z@ ^r>$^ LOCK|$yvJl@ ^$Vz@ k>& !h?fyQ z!XNS X>^^C LOCK|CSY&yF Hns ^Dl %yQM#< <$w>% <@k^& -
US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|f^!?d^ Krj>$>T h.!. #r@qxqS !?S#nZ J?Hs LOCK|b D@?GCT rxn&g><$>qw%q z&f cv? ^$JZ@ #VtCn @N$k Y&DtC g LOCK|T nL<mxc G&! %Vd $Qg<f &w$c#$ -
US Small/Mid-Cap Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF BNY Mellon MidCap Index Fund Class I LOCK|> !VgLNp gWtx?J q<#Lx <rJl S!R>Ty># P<t<?#l^ LOCK|& VLx%<% wJk&d $#w &T!q^ St<@c l&P? @xXsY f&w LOCK|y P#gv%> ^?ZDF W%W ^bL!q jQQ^< W&xZ xB$@Hz!m Pp>Y$@<DL -
US Value Index Medalist Funds
ALPS Equal Sector Weight ETF Calvert US Large Cap Value Responsible Index Fund Class I Calvert US Large Cap Value Responsible Index Fund Class R6 LOCK|>fKWh# ?vq^G!kD &vsBvn%# Dds?J @d$@ LOCK|tYF@@$ rpT@Q!<& R&q &^$ CzpSqW !vKTNzrs LOCK|bn?xDh $&?# <&n&Jd<< HRQ@$c
Medalist Bond Funds
-
Bank Loan Medalist Funds
Aristotle Floating Rate Income Fund Class A Aristotle Floating Rate Income Fund Class I Aristotle Floating Rate Income Fund Class I-2 LOCK|?gs$C q$Z?n!VY kdf? $CFd qn%%@pn qGd^<vYh< LOCK|<$MmH $CwRrVyh s$%n &yMX SncP>G^#Bq&j$ @L@W<&T% LOCK|tRHjH sB?mf#p! %b@r <>$l Qj!ZGp@S &jl%%S -
Best Bank Loan Funds
Aristotle Floating Rate Income Fund Class I Barrow Hanley Floating Rate Fund I Shares Fidelity Advisor Floating Rate High Income Fund - Class I LOCK|?nv^&? rW?Y?PK <%<rYLlB ZNdD %%?< &?b$?^ tbmV - nvkM$ !Kt@ LOCK|<B>lG! Gw>DMH#F @Y<k dHL< pKP^dl ?<ZX LOCK|!F >rRBW@ <#?t<D>k <^^? #N%f khS@J kh^n -
Best Corporate Bond Funds
iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Broad USD Investment Grade Corporate Bond ETF JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF LOCK|H?@Kgx D!sWs<T!r W?># n%k# Rl^@c d!P LOCK|#MZr Q-!D z%&c &qNmlzs$F $Mcq mL&> LOCK|sLM ^^#lgB® %vG<® <<<>>%F<j &?x<RF$Cj k>T& wjh>rq -
Best High Yield Bond Funds
AB High Yield ETF AB Short Duration High Yield ETF American Funds American High-Income Trust® Class 529-F-2 LOCK|!ldC># CWYHk tGJ@RDCj <@>r-Mc%TdY j$QV>® tZ^RX tF$-n-> LOCK|HD%^^Z bc@qh gDJk<&f& nk<f-G&v>hw B^B$%® Q&%%h m-g LOCK|%$!<L? fPbgz #C&rl%Yp ^>lS-tSY&?N m?&c?® JzvH! &-h&& -
Best Intermediate Core Bond Funds
American Funds The Bond Fund of America® Class 529-F-2 American Funds The Bond Fund of America® Class 529-F-3 American Funds The Bond Fund of America® Class F-2 LOCK|$B$YsJ %jtp% cF@ !#p? N!@@ ?k >#DgWp&® M>?yj G-?&Zs LOCK|Kw!$QZ <?x&< $s^ ?<sH >S^< Lh gBy&GZk® ?L^l@ S-$ LOCK|Yb#^K@ %Xvrd F?W q#%y LfB> ?< @ZC!G@S® ^r&yl %-& -
Best Intermediate Core-Plus Bond Funds
Allspring Core Plus Bond Fund Class Institutional Allspring Core Plus Bond Fund Class R6 Allspring Core Plus ETF LOCK|xP?<%W H$>r^# VT& PnS$ #MM& q>?v W?%H p> dL^dNPhF LOCK|<Fv #krH V@Mg VKd^ h@<x Ndd?@ gVyYmLs@@%tg$#l LOCK|#$F WDYT !&!m bcM$ @P%l ZzF!Z v$j&&HV$ -
Best Muni National Interm Funds
ALPS | BBH Intermediate Municipal Bond ETF American Funds Tax Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Bond Fund® Class A LOCK|d&f#?? ^g&@s !$&-!Yc$<d $F<^ <H&C® r$bQQ C-$cF LOCK|Vf$%K@ @qzPB FvM-gH%xRR tb@v by<c® <vmVt j-nzlH LOCK|!^N ^?>K !^wgK>ySwP^? &SB@&^$R? R%Cr sjFn ^<tLm?qxdNR<C n$LW!R#C -
Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|N#^$?T M@$^jNWT% crk?&M Fq&x@c& LOCK|%HPjR^ !d% B<<&<Y^d! Np%Frq >G#>^@< LOCK|<Pzq$x <?j b@G$@$z$<Tk <g!SV&yXy n?x#mN ^?VzXTh -
Best Muni National Short Funds
American Funds Limited Term Tax Exempt Bond Fund® Class F-2 American Funds Limited Term Tax-Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Preservation Portfolio Class F-2 LOCK|<&<tDw v>#mC jdd-?KHJ<y %#r<p%$X!gSj nyvHg&!Qh hGybC <-l LOCK|^Dc vLyFR-Y^>g JYQ^fMG!Z Mk>< #rmQ ^F<K^&<sHzF!? lP!$x#Y@ LOCK|@FN@Z@ %g&Fbls ^j^xgP% $Mjq m$w>S#wwL mShqgy CJ@nj -
Core Bond Medalist Funds
AB Core Bond ETF AB Core Bond Portfolio Class Z Allspring Core Bond Fund - Class R6 LOCK|?&%$h>& ^$QC &g@^ <NY$ - !G$!Ncz?Gb#@m ?@!&<x%b LOCK|%^>gx>M #nWL NG?? &<n@<zzF? LOCK|&fCM^S Vp>K< sH% $f%P qhHm Q% Q#y?<b#® @T>$t @Lf-s$ -
Core-Plus Bond Medalist Funds
Allspring Core Plus Bond Fund Class A Allspring Core Plus Bond Fund Class Admin Allspring Core Plus Bond Fund Class Institutional LOCK|?<?%DM# <$Fk %!kC Phgg #%TS ^Hzc% %L?L LOCK|L&$M>>& &NJs P^<P P@@$B LOCK|WB/mz#!W C!hR^ bW>!Wd WWQ& ^<%X f#!tF Y<K -
Corporate Bond Medalist Funds
AB Corporate Bond ETF Columbia Select Corporate Income Fund Institutional 2 Class Columbia Select Corporate Income Fund Institutional 3 Class LOCK|<Yh?@$r >NFQY# ##S>Cz!JV #?Cf L?HV >!dc% S! w%&Q$b@ LOCK|NC!K<R ^&dR>K< %#Y?$RJ&! >yLZ #z>M - G@fJ< nL#c LOCK|>!%&HP !r&r^sYf? q>C? w!?r@ -
Global Bond Medalist Funds
AB Global Bond Fund Class Z Amana Participation Fund Institutional Shares American Funds Capital World Bond Fund® Class 529-F-2 LOCK|d^c<^b Mp?%@ $KL@YYC BgN!! D#g@ w#$&® SVRTM qhy-?-@D@ LOCK|%&%WRS <!wzh !BxngyB @>#zx Csky >dK%® c?fWT s-?!W LOCK|v&$w^z ?wsdw bzj@#Zb ?lD@S CJXx DY#@® VfwB^ ^-cRW -
Government Bond Medalist Funds
American Funds Mortgage Fund® Class 529-A American Funds Mortgage Fund® Class 529-E American Funds Mortgage Fund® Class 529-F-2 LOCK|>$CMg$ P?$Q$ !N#kK?tj >nWF® #<?!@ $%#-^-nh# LOCK|$qB@!t q%&Ds dMMm$f!# G<?%® p%b>y T LOCK|!^w&l! ^k!@& kJvZsF&@ ^GWv® ^$D#% x-cC -
High Yield Bond Medalist Funds
Fidelity Advisor Capital & Income Fund - Class A Fidelity Advisor Capital & Income Fund - Class I Fidelity Advisor Capital & Income Fund - Class M LOCK|h&@xhB Ld?<lGM ?BQ^mBZ & ?S#W>K ^>Lx - ^V@%w Z LOCK|Q#l@kl mf@yn!# & #B^lD! r&@v LOCK|w%<$ T?## wRN<Vk&@zS k#<R-v^v!r rY@^& -
Inflation Protected Bond Medalist Funds
American Funds Inflation Linked Bond Fund Class 529-F-2 American Funds Inflation Linked Bond Fund Class 529-F-3 American Funds Inflation Linked Bond Fund Class F-2 LOCK|^k%ytX bsGx$ $kY#D?q&r ^>qv$L WY^n wZxY wjm@# n-! LOCK|$#&C@@ m#$H! >z$>$<<j# &tQ&p$ ?llr %fxp q?rlq Z-Np^! LOCK|h$PQ!< %#PlJ bqzJ<$>vD jYB^%& <N?! <x>K ^!<>k !-Kp -
Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Core Bond ETF AB Corporate Bond ETF LOCK| QY%& K<^@V &%#R LOCK| K>%^R b#&GjbZD b%#> yS%?Z pf#lh& LOCK|>?j@$YF @cq< gM?^ #kD -
Municipal Bond Medalist Funds
Allspring California Limited-Term Tax-Free Fund - Institutional Class Allspring Intermediate Tax/AMT-Free Fund - Class R6 Allspring Pennsylvania Tax-Free Fund - Class Inst LOCK|^&wPW!g $%?%? $S@<C ??vVM%^^! ZkH LOCK|!Z@mT^& KcrXs bpvm?-x^mk <>p#W>Cfr %&Zk$# #@^y - jc%ct Gf$HKx LOCK|>#hhWg& ^s<x< &CrnR-#^<> >sc&Z><G% yn>N$j %R$? - #M#D? >$T -
Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|z@<Y$t& @NxnJ> !LdPJ%<K #P^?y @<N$ !pyg% D LOCK|&>Frt%< !ZNf@@ h$m&B^hP Y?sg? GQ%X ?#?>lq%<yQ%<! XP%#>Z LOCK|<mV<tTm hBx@L?$Jc LPGJtd vz#H&^C$@lPJ< <X^FRBX^! bKrh> $< -
Standout Munis
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class A LOCK|tHx%p? &Mk@^s> F<QQpn$mk <LD%&# #z<? - !^#@Z < LOCK|cVWqQH ^y$T?gv #!@DJWTN? ?!z&&r ^QyJ - !DBl< <X!j LOCK|R$$^$% ns^#MMv tV$W!@ZR> d^H!?v h&>% - ^hmJn lD? -
Taxable Bond Index Medalist Funds
BNY Mellon Bond Market Index Fund - Class I BNY Mellon Bond Market Index Fund - Investor Shares BNY Mellon Core Bond ETF LOCK|xCfP&&p >^n YR&d& @-@ jTW# p^fx&wL!% Nw@< T%sq^ LOCK|>@ZDT>& %VtYk?NF& !B!B r$<! #fkNl# @#vjR>!P nF J!ccskBc MRD< LOCK|@%MV#t^ gSbwK<!VQ j^p wYVc Bg#CdY ^<b&#L?$ PC F!yF?!KX &P$hdJ -
Taxable Bond Medalist Funds
AAM SLC Low Duration Income ETF AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I LOCK| G%^l P?@B #@ZR@ LOCK| FTvR kjH& LS&w<d#G? dZ%&< <#KJ LOCK| lD%wy@dGC T&^x ^&t -
Ultrashort Bond Medalist Funds
AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I Allspring Ultra Short-Term Income Fund - Class A LOCK|?GN^!lx QYygp <XyZ$-%kmK W#&&F? BzM> - &x&T& #?f!Z LOCK|wSfHD$< XM^PG BwXDq-@$Cq !&<$g@ !MbD %^x@^ !<j LOCK|y&! JGn L<D>@#<@$G kHbmSn %?Q
Medalist Funds By Style
-
Large-Blend Medalist Funds
Allspring Disciplined Large Cap Portfolio Allspring Index Fund - Class A Allspring Index Fund - Class Admin LOCK|cK%k<Bg F<$gQ Zb& #qh^ Pd&l - %vt<Z rN$WjR LOCK|^&Y!Z#k PS?%% w<L d>@> ?X@X - JR!R% #&?^< LOCK|dZ Sv@N@Q KxpD!S &>mJp&NZk!j %j>PNT -
Large-Growth Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I AB Large Cap Growth Fund Class Z LOCK|#^? ?% DT!q LOCK|wWS >K >jMX H>Vh< L LOCK|DHc dDPLSLvpJ<#t #v^>bb c??&W -
Large-Value Medalist Funds
AB Equity Income Fund Advisor Class AB Equity Income Fund Class I AB Equity Income Fund Class Z LOCK| Fk>S> @jQ #fT&< jDnQ k>rLM%G c<bR% LOCK| @!p%L #s? #<dzG >NKV KNSh> g^j% LOCK| jjY@^ &%# R?<@# yN?j j<s#J < -
Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|G&!GB@d <b<!#^hJVf# jk<Xp %&f f%Tr pt<BvV%S?!w#& #g&>> LOCK|qW>@B@> CPHP #zm^ @%< LOCK|# #hPzQ ^mS g?R%W-CdXP^ wf<y H?f?H && -
Small Growth Medalist Funds
1290 Essex Small Cap Growth Fund Class A 1290 Essex Small Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class R LOCK| %hq&L ptl fp$M#T J<ZCFy>kf NX?q$?> @$$#& LOCK| ^G?!V @r^ Jt^SR^ $Lt@$!cHN &%vG& dCdy LOCK| &Y^@s %!@ gnt$$g YjYFk^$CL #&>$# v -
Small Value Medalist Funds
1290 GAMCO Small/Mid Cap Value Fund Class I AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I LOCK| Gzw<%&FCM Fc&fK P@$H !?%?! !^%? LOCK|Qjy@<$j BlsS? G&F M&DHS ^Jk< Y>?J? g&r& LOCK|zpY<f<y vJl^V lw! $%Mq> <Zf> ?BX$^ @Dx -
Mid-Cap Value Medalist Funds
AB Mid Cap Value Portfolio Class Z American Century Mid Cap Value Fund I Class American Century Mid Cap Value Fund R5 Class LOCK|#M@l@! !Jy^m>R ?fL w$< $sgS@ H#Yk B< R>WfGv> LOCK|%Tw@s? h^Z<^>x ZN^ Yg& $#N<! WS<N z ^Z?dL LOCK|? $h@hX ^&DY rn! tmQ P<@^$ &#?r - TwtzL m -
Mid-Cap-Blend Medalist Funds
American Funds U.S. Small & Mid Cap Equity Fund Class 529-A American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-3 LOCK|>^nX&m >#nkV l.$. hbKl# & %#> Sgp V<J$P! J<b@ >RmX$ ZG@Q LOCK|#$ZH>s @ptJb <.>. ZgFJl & %#> @qJ Hd^mt? ^mX> z&y&^ Q-^<#p LOCK|HHb$v> Nb%fy S.l. #D?!@ & H%! g?s B#Vm@! &^h> <l><> r-P> -
Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|x$h @%p gMz >Z Mmd LOCK|$^F #%t Q?X h@Z%d@ JtcN j!DY& $ LOCK|#&& w$B C$! @C??y& MhQYQ>$Pv LM?v? S-$dG
Medalist Funds By Sector
-
Basic Materials Medalist Funds
Aegis Value Fund Class I Allspring Precious Metals Fund - Class Inst ALPS/CoreCommodity Natural Resources ETF LOCK|t!&@ys <gBn&% nTf gPGRx!R &XlP@QHqb ^?@!Kx LOCK|yk$ & %QhS%& ^k>fM>p ym@?^%w%$ vbsQw$ nnr@> LOCK|!tKncL >H?KMq@ ?yPn bm!& - &yNf> mC^% -
Communication Services Medalist Funds
Fidelity Advisor Communication Services Fund - Class A Fidelity Advisor Communication Services Fund - Class C Fidelity Advisor Communication Services Fund - Class I LOCK|R%%%!$ vS>V<Y! rzY&GF?!mk&X! $>f%hg^& m%MF - #sg&L % LOCK|wW@Kg? Mr?gzhp &PCr#f>fZ%n!k %mGc>$r< wSF# - YFR#? HX LOCK|l#^!D! w@<d><vtdF w?z!#sbDgT%<^B @>% -
Consumer Cyclical Medalist Funds
Fidelity Advisor Consumer Discretionary Fund Class A Fidelity Advisor Consumer Discretionary Fund Class I Fidelity Advisor Consumer Discretionary Fund Class M LOCK|gRrn?@ #j?%$N$ bmhx<^s! j><!cbSLvVp<c <r>Y <zcQ> T LOCK|lkG^wx Fvt% n%Ld!PNf <$wS?Rv?T$LKG X??Wf Lxcw LOCK|s?<^&& t<q#lx <N%XW#!d^c@W qnG nN&N%#X rfp<TKgsxq -
Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF iShares Global Consumer Staples ETF State Street® Consumer Staples Select Sector SPDR® ETF LOCK|>CCm#Z vgKTmd>G $l<?VNj p#h^@ rLCg WG?^m &<RySX! MqFz^kshk LOCK|@QTg@! W>bf&J<& <GhXBZN @%sm@ @VR@ ZW< ZB#rC> -
Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund iShares Global Energy ETF LOCK|^P!!h v.z. MF?<KN ^^?% LOCK|mZlPW m.s. <%d & <<P jqZ<<tpBldn & yf$PZ>#zzf <gShK LOCK|h/!Fng$F %N$%!> Fv>^%b WZf# jk>bb p^ -
Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|^#G<Yl n##>&Kl >@Cwq#pgXf YwDq - Qj^<< ? LOCK|^Ll>Ps ^f<ZDL? P?@C!Lj?nl Td^T - @nfvQ t LOCK|!N@wH$ $#bK$>j &^WF<S&!G? NtNR - bt?%D d<^Q -
Healthcare Medalist Funds
BlackRock Health Sciences Opportunities Portfolio Class K BlackRock Health Sciences Opportunities Portfolio Class R BlackRock Health Sciences Opportunities Portfolio Institutional Shares LOCK|b?^%C%Q $Gb$wg !cdHNQ!R $@^Sf>pC&YNd> H@t?^MdCB B<>VfMmw c T#C#$Y! LOCK|wXv&JjH $QnG&l SF@X&^$C kgd<!$k#Rc@Br $<#j?@D#! %#CCNbg m<F&<!#@B LOCK|z @GxR!%! >#bH m%mGhhjL X$F%#@ZXzc hSZR$% -
Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|b@By?f ZWl@@<Hhm&C PTm&S &^@G s%P??td kJS!K? LOCK|>D@&kq $@s?#Vbv#Ts ^%&<x #F?? &C> #F>&ZH$s -
Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|^pk@!c $vg#Gpd D?>YHW Pl#k Q$q$!t Fpb$ B $THwWP LOCK|h>Y@N^ !yHwQqF QX%XB% w&FD S%Y&L? j@M> f LSmw$Q LOCK|<XDQVQ &@V%kp? >CMfl< N>bZ >g^<ry dMJ? G!L?!n?q ctRnCj#& -
Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|G!# @> !^SrX@qg & rd!<BYn# t?Kt $%#F@ #zjg LOCK|xPr Hx ClQF%ZT> & wJBxC?nK M>c? v%W<s %%n LOCK|r@hgnLD q?F%C>Hd%q !^@x@!x><M>tx ch#G ?r%gR ym>? -
Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|%Hkx@? Jfm< hlHj$f$Y? LsyZr &Qz^Gs LOCK|@>h@$h QhV?Q$ q?<j$L#^Z B%K^<xm&Ck LOCK|%rmc!b $M%nZfh !B# q%!<Bk$!% ><bnD
Undervalued Stocks By Sector
-
Undervalued Basic Materials Stocks
Air Products and Chemicals Inc Albemarle Corp Alcoa Corp LOCK|s^S&TY HY#$ ?N@>Z @pv$ LOCK| s>$@%<BVR# NRH>hTyr $gx!M^ LOCK|#T@L? ^TT$ -
Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C AppLovin Corp Ordinary Shares - Class A LOCK|$$p PCL !%G! LOCK|T Y&% LOCK|sSm>hP !!n &r@$%N -
Undervalued Consumer Cyclical Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|bjz%! #xCRn!Bj&lvT P<^!qg>& mDGY LOCK|Z<N%.rHp L@> LOCK|^yv %gY %xtQ$vJ% ><>$f^& -
Undervalued Consumer Defensive Stocks
Ambev SA ADR Anheuser-Busch InBev SA/NV ADR ATA Creativity Global ADR LOCK|HHL@V Xh?Yf<$m ?>&YY!# sV% &%?j! LOCK|@LH-%#K&H? gHF< B>XX$%>^&l %^Q -T- s$$ zf>B% LOCK|fpr^# mJ@ZtLKZ #wk# -
Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Diamondback Energy Inc LOCK|KcXQXQ sj! LOCK|#^>X VfS&>Cdt l>xW? LOCK|r h<&! -
Undervalued Financial Services Stocks
Ally Financial Inc American Express Co Aon PLC Class A LOCK|P>>@ mz<$>^ %<Z^>X&bwK !#^!v LOCK|># ^Y &R&wVLH @&z? LOCK|?c@^FN% rw$ -
Undervalued Healthcare Stocks
Alcon Inc Align Technology Inc Alnylam Pharmaceuticals Inc LOCK|>V>%>^%H D%$ LOCK|c^FPwDT#@ Dd< LOCK|##GB k#BpbRTZ$%#Cc P$g@G> -
Undervalued Industrials Stocks
A.O. Smith Corp Acuity Inc AECOM LOCK|tc Ys#B< LOCK|K<Lz!! kfJ^q LOCK|@mdv %? -
Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|<y>& @B^WY ?@^l LOCK|Fc& V?d>tC hFW> LOCK|L%Pt# & h>?@mhCYj NNLw -
Undervalued Technology Stocks
Adobe Inc Akamai Technologies Inc Amphenol Corp Class A LOCK|ws@X&x H$^$ LOCK|M!CR !D&&^ swRBc# LOCK|H?M?$ $Dx#$Db x$> MS#bx>t$ %PH@yv - w^p$! Tx^d -
Undervalued Utilities Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|dfs Tv>hH$ KJrJ LOCK|YlNWgZL<N xBhpQp %b^x LOCK|!l&@sN yq?$@X D$VN
Undervalued Stocks By Style
-
Undervalued Large Core Stocks
Alcon Inc Alibaba Group Holding Ltd ADR Alphabet Inc Class A LOCK|CP!W<< L!d %^nr$ q@Cq LOCK|m>y^.@Fr qCJ LOCK|sf& sM ^#<z -
Undervalued Large Growth Stocks
Boeing Co Broadcom Inc Ferrovial NV LOCK|<L d@w>L<Fz ><& fjc^? >#B LOCK|P#PMt&#<S# N#d LOCK| hdcpvZch chs !^#!^YzG BF^%>! N^>yV zs% -
Undervalued Large Value Stocks
Amcor PLC Ordinary Shares American Express Co Baidu Inc ADR LOCK|>J l? LQF<GP$ V$$& LOCK|$M?%D^& X@> LOCK|kDtlV <<Bt#<@g $czQ#x -
Undervalued Small Core Stocks
Acuity Inc AGCO Corp Akamai Technologies Inc LOCK|Rf^ @$w<m&?>zz !f<M LOCK|v$C##< bf>@q LOCK|Lk!Xs ^!mkw>z?zd^w >$W>%H!G kCM? -
Undervalued Small Growth Stocks
Albemarle Corp Aurora Innovation Inc Class A Bentley Systems Inc Ordinary Shares - Class B LOCK|Z^sW< #h&wHs$@ g@h LOCK|B@<C ?YXzD <b%$ LOCK|<r CqR&c XyPD -
Undervalued Small Value Stocks
A.O. Smith Corp Adient PLC AECOM LOCK|^%? !bRfG LOCK|w# &sh!@@#>X X>P> LOCK|SQ$QFwm QC$S>% tT!wB @g>pr -
Undervalued Mid Core Stocks
Adobe Inc Air Products and Chemicals Inc American Tower Corp LOCK|^ bb# #Cq>@ &djr LOCK|xg#& <<R$<m d@@%t!S^!% #&@r LOCK|FyS t#g$j? $LX$@ -
Undervalued Mid Growth Stocks
Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc Amer Sports Inc LOCK|Bv&nW! ^b>y WdF?%G?j rfz?Lz - &!M$R > LOCK|Z w>Z TNQ >sWGgV.sv^!&V LOCK|@Vj%! VlG T^VVn?<J bl<%^f - c$v<f ?%nT -
Undervalued Mid Value Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|# n>B LOCK|BM#m @@$<W&wfC & hr LOCK|n#@^xX !&<MK%$<wvk cy$
Moat Stocks By Style
-
Large-Core Moat Stocks
ABB Ltd ADR adidas AG ADR Alcon Inc LOCK|N#^^% @Kl&J mfch>?f TQH Q&b! LOCK|Tmm^G! &^z P<S#q ! LOCK|wNjy^% ht@ !^HP! %D -
Large-Growth Moat Stocks
Advanced Micro Devices Inc Applied Materials Inc Arista Networks Inc LOCK|$D CP<!@Sk c$ kkZt> LOCK|sd%! DzP LOCK|QTgM>t ChB@ -
Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|Kzls lXh%p Y$fQy LOCK|J!m @<Q !!<f$JCZ Pbz>#q&? LOCK|q!V!L% #jn$rZH S? -
Small-Core Moat Stocks
Acuity Inc Align Technology Inc Allegion PLC LOCK|GYx@j qrh#C?@z#S<r <R%Whm<? ^V@ LOCK|c$^vMGT< %QjS LOCK|%s?> Xpr!# SH$c@@ -
Small-Growth Moat Stocks
Albemarle Corp Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc LOCK|sGj NW LOCK|sq >G?#! b?#h LOCK|mZD>P BSP&>Vsw #!R>< -
Small-Value Moat Stocks
A.O. Smith Corp Adient PLC Asbury Automotive Group Inc LOCK|KkVmxMHv Lr#! LOCK|@gkm ?$^g!$L&F@$p@ &%D$ LOCK|Y^F>z& #p<$!b^?pTH?xM g$B -
Mid-Core Moat Stocks
3M Co Adobe Inc Agilent Technologies Inc LOCK|! #qJ<Y<M& qh$ cB$C%$Qqk >hc LOCK|wcq@Pp @L#rN Dx&C LOCK|n$PPF@ X#!#? %dt<! >$ d^#Nh> -
Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc LOCK|m^ #m^^<? >N$%t LOCK|$m#F!> S&KJ gJ?>#q<! c?@FW< - @@gqS B LOCK|W^ q!^%y<DRNF q^jj @V^<Fk># V@<WF> - L&GxK w$k -
Mid-Value Moat Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|P^mz x@<PPCxY@ & Pcr> LOCK|WYwV !&S> LOCK|<<NhfT v%#$VV<JJZt Tx@
Moat Stocks By Sector
-
Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK|#^NPMG Vvn^ T@@Lw >$c^ LOCK| $RD<%&!@Xk T%>n%>b^ !#c& LOCK|c?$&Y k@h -
Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|$b?l#< J%wh MKMz&&P& @&<L%& - $$L#Q NtR LOCK|&? !<wB LOCK|#$fT> #^SxS<!^W@DT^j Lp> gJ&mC >H>Y -
Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|jCdV# ^T>g$Y!FYLLN %W$LbxfL qGd LOCK|MR@n.>&< CGw LOCK|B?t K!w GwG%@TkB jjS>$^>m -
Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|&>tlN KJ#w#RxY HpFh!nT W@J T&! LOCK|$T#-rrsxM@ @!cH G$kyMp<FWn @jG -N- k@q #^! LOCK|@<Mz zNw -
Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|!S>>? T%!v LOCK|&wJJm$fW>Q$! LOCK|!<< $#&N<? &#^< -
Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|$ CR# gDt#T %k> LOCK|kX#y >>%clR f>bngmrj$z plHx#% LOCK|<w Kg&Sk?qQ%? SbT? b#%?T&V& ^KxMz< - L$cKH Ylj# -
Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|qs& r?gv LOCK|YZT NQd!%L%tnk n&r LOCK|pMtD< mm&W?$&%JfPNnGY ^@! -
Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|tC?<^y hpg LOCK|>^$t l$X%? LOCK|@h %<^PfDgvJY <Q? -
Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|k!& b$#mQ$ vV@?Z LOCK|<?h?$ $<&X# LOCK|%R> KZNB $&lmdvk kR@Pj -
Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|Pp#?^c X#F& ##@Dc &!?$ LOCK|y<@j %^>h?%> &X$D LOCK|hS& SKsC
United States