Best Investments
Featured Stocks
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Exemplary Stewards with High Dividends
Ambev SA ADR Bristol-Myers Squibb Co Clorox Co LOCK|>j$#R j!$F LOCK|?frl## <D@<n$m <y KZp$x LOCK|Pc@K? HY<W -
Five Star Stocks
Adient PLC AECOM Alibaba Group Holding Ltd ADR LOCK|?%FJ B@n@&>m!&% ?#tjj H<@?# LOCK|FsN^ Nlg#DpVmYY wC! &ySfs g LOCK|>f & %#Th @Vm&B Xwd -
Moats on Sale
A.O. Smith Corp Acuity Inc adidas AG ADR LOCK|RjVN <^D LOCK|CQK w!t LOCK|$Y!%gl# lXrG -
Undervalued US AI Stocks
Alphabet Inc Class A Amazon.com Inc Amphenol Corp Class A LOCK|>@SF &^<LcxZ% jysq&@ LOCK|V%&!vc #^>& LOCK|!B >&MYq!>Vw qs$ <!@&w Gb^? -
Wide Moat and Undervalued Stocks
A.O. Smith Corp Alibaba Group Holding Ltd ADR Allegion PLC LOCK|t@^^@> DZR J#?sq $ZBz LOCK|!!M$RQ $z$ G&N$x nQ> LOCK|MByc.g<H kss!R
Featured Funds
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Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% SVDwC^%@!x w>NgxH LOCK|S B!Yq^w>!bH& >#Xr x$l^^ c >#<$b^?#b LOCK|?R<k ^L&rGV>!L ?^$#f%Gx Cz>l$ -
Attractive After-Tax Tickers
abrdn Emerging Markets ex-China Fund Class A abrdn Emerging Markets ex-China Fund Institutional Class Alger Focus Equity Fund Class Y LOCK|dZ? >j<G<t & yJKnlj @CzP <k^h? t LOCK|nl% @g#G>Q & y>Q$Cv $%rz ^h?gG J$ LOCK|Gp<@%F? T<$w?!Yv<^G %Q^r! ##> !^Jt vSV@n ^kt -
Best Aggressive Allocation Funds
American Funds Growth Portfolio Class 529-A American Funds Growth Portfolio Class 529-E American Funds Growth Portfolio Class 529-F-2 LOCK|Q^>^Hf vtKL^ @<>S%D Vhd@VtJ&y !&ZR> @dq-K-gHNM LOCK|mX$V$% y$vQx P#?yjt X^#!!q@Ry yj>^P >S&F LOCK|WBcp<^ #@ybl Zrm?&c !$?g>h#bc pQTV< ?RKk-# -
Best Convertibles Funds
Fidelity Advisor Convertible Securities Fund - Class I Fidelity Advisor Convertible Securities Fund - Class Z Fidelity Convertible Securities Fund LOCK|MNVz @B<F sMv%NT?^>H >g<!SD?Fdtq SbfbhM>jQB J#Dv – J#mHyM?DhzLJ$ X&n$#^l% LOCK|P?nW F<LD mvK$bMkh%$ #^xLv@vRnkP @v$Zw>v%$x #H!k – G$LVCp#%L! ?YQ%%> LOCK|^n!x fT!r^t&?@$q Z<Fj ?ZcpM ^!cw& -
Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|&T <<?$#ngt<^YJm cxRR&Z @M?&vXmK NL$> l>@tqN LOCK|??V@$s X@c#Ww# P.z. s@bHrk> <^z&?d vV? LOCK|&Y$%m hm?v Wjx?G@c Y^^^X^$bD# @.p. SfjYD -
Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|%vdf? &P T&@&m-my^ ykgqb#NxJ, snmj#v <gt F><#X<Y&? h^f?Y Hj%J LOCK|z<Rr<< sHfhS>y GJ#^X'^ XH%^YZ#zs& gCRq - >Tq@> @ LOCK|&T% t>>%^l &c%M@?h%lfr<% @>@Wg>b r#%d Z?sh&#FG@L&^< z?HWhC -
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|T^L P<PRt@@Q@ vV# &#>? W^KzjC <tzT n<Vbd ?#PX $T?&hvtr!Tc<d? <<P$B@ LOCK|Dg@ %YkF!Wxt! &Q& <FL@ F&?FH$ Wy&# P!%b< c&$k ?>!S@ j-Cfg LOCK|p@< $^tRk<sv! @WS ^d#g !GW$V@ &kf< r&p<> ZF#^ ?%Swl Z-$yBc -
Dividend Index Medalist Funds
Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF First Trust Dorsey Wright Momentum & Dividend ETF LOCK|$GV Jk!@k &kpXf! G@ljYMcH ??^#Tzj<% @&<$ LOCK|<!h?>F !.t. qn@m S?^@FyLf ^%?L ^fDn& $mdzx LOCK|B!S>x C?! d$<VS @Y<BR$V&ZX mXslF<? N%hbmmcr s^l^ -
Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|mN#! y@ndvMs?s w&YZxY@& x?@d LOCK|h@^ Wz L#wVK LOCK|<^& <X ^RYH><Ph & !F%T#<#! j^WL -
Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|G H<Q!@ @<g ^Rt?#-gP#q& &!$L !>^%# <#Y$ LOCK|d Q<^^^ ^Bf &Cmkb-<nBDw $xS< nsch# x<&% LOCK|^ @R<yK ##G >!D@k-!M@k? C%MY D!>&k S^C# -
Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|By #v&gBzt@D%&&% <LSPw> &G^k$%x< !hwy $mx LOCK|sTkrW^ $&D$CXc y.<. gPs<k#! KW$G&j %mZr>w LOCK|p@!Yj #y>S ^&#W%?k h!?lXyrXBT q.V. s<P# -
Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF Xtrackers MSCI USA Climate Action Equity ETF -
Savvy International Travelers
AB Wealth Appreciation Strategy Advisor Class American Beacon Ninety One Emerging Markets Equity Fund R5 Class American Beacon Ninety One Emerging Markets Equity Fund R6 Class LOCK|L$c@>M PLfSn! !R>G!> P?P #gXx%yv& L#NBYkk x>j@ZR w?$G > $%!%^< LOCK|@!$Kn? @b&xz Q%l>$h? SNnn@ r?X^FL NCC &Bq%Xv c>gQ® pRZpR p<l-nT LOCK|!<k#^B DzCG% qh?CpTL F&Bh> Mq#xN# ?XW C@ykg< !kHG® !^s&Z B%M-J-DS>! -
Sector Equity Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class Aegis Value Fund Class I LOCK|rkW Pz n$d!@%!@ & f!@dNG>k @@$ LOCK|<^G ?$ VFs!V&^> & qnw>nbC> pHT@ Dr&WF >cf> LOCK|>>b jZ v&rF#S<T & NyjPKD%k K#Ds #kJxR l^ -
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|r@%$N$? z?p# ^$g M<KzDZ@ Y!$%#m z&J&Z< %!r -
Top Medalist ETFs
Alexis Practical Tactical ETF Alpha Architect U.S. Quantitative Momentum ETF Applied Finance Valuation Large Cap US ETF LOCK|C %^>@fzz@m# $#w<jTY@GX & #v@rrKM# y@Y LOCK|^@pFB kN C%M?$ $D% !@!Kq #Y#? LOCK|> Gyh$$% v!^$ b%Rb jJ?> -
Top Performing Medalist Funds
AB International Strategic Equities Portfolio Advisor Class AB International Strategic Equities Portfolio Class Z AB Large Cap Value Fund Advisor Class LOCK| F<BKp !@> #^&&T H?Dt $^z%Y $gd LOCK|Trn V@Z? t>^<q< >lbl wZ^$S<?sxs#Cf %w@M$ LOCK|xGD?h >NkgXclC wsnN#Fl Y>lw%jPSw khLsp y -
Top Performing Sector ETFs
Alerian Energy Infrastructure ETF ALPS Active REIT ETF Amplify Blockchain Technology ETF LOCK|>K?Gd q>$y>! & !t#SMGn %&jxh%S%F #<$F?J^ V&zs %Q$mm@ LOCK|sG& S!@ctc&&#@ x$! LOCK|V@pYF d<@ND! Pl#%@Y#l lk<><P?@>J ?lQW>
Equity Medalist Funds
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Best Core Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|># >$HQS $zB>b ^Th @j#%!? ybr$ <Y<bb nV#q LOCK|Tf @%@@p F>KPx S?> mXjVFT qJ%w vrVFc cL LOCK|#% ?^Bm^ Q&fq%/p<^ flv >$m@! dsGQ #@R&< ?X -
Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|C#TRQl ?GXf$ yK%qt^%? GdWDZ> ^yvv® Q!yY^ lK%-!& LOCK|pkCVZ! <ck?? &<<@YPM? KL%xp! j#&@® #WTwS @<^-&-sNp LOCK|j!s?z> !%%T< <^R#sCWH !fX?@J %w?N® P?%vF <Zg-v-^G? -
Core Medalist ETFs
AB Core Bond ETF AB Corporate Bond ETF AB International Low Volatility Equity ETF LOCK| fl &Vz< <JP^b!?< <QmLGG LOCK|$Mf fZ w#! LOCK|zSG GjDPY%?Q&?$z <ZFrL> pVg$ -
High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|%@^ r!ww@ Rv<cT% @%!M NXV!V ? LOCK|DNy r#$@g G@cR$g F@vb hM>JV !% LOCK|$$> ZdvX% q^F Zq!^G$ t#R$^wV@R &Q%#y W-HYg$ -
International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| NHGG>!QP&!?$B vZp vkz^c!xXX> l#%BvS g&@k LOCK| Gf<&&&QJp<$z# LqdbbLhWZ S!<zH@L? PNHD@xnS> L!qNhqC #!>>#&> LOCK| #dCRYD^#MlV!< &gF>&?t<M Crq#?!<r $k@?$!V?^ bWXc! L#G -
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|XY H%CM< ^P^!& Dvw ?V&P%w #Kvs c!V$Q J$ LOCK|wM $Zp<< SHgZK yD> FKBQX? pX%s Nn!wK wj%Q LOCK|M% qM$y> ^z%Q@/#$& r@X Hcb>d #%<k >%yF> !l -
US Growth Index Medalist Funds
American Century U.S. Quality Growth ETF Calvert US Large Cap Growth Responsible Index Fund Class A Calvert US Large Cap Growth Responsible Index Fund Class I LOCK|MsCSD ?Z c@<@W <!G PTlglG P#<l@xhj#%! nMmrv kkBP xlVLK rQ<YX LOCK|&#P^Q^ !RtQX x%< @ST!^? &#^z# &nZ<R@ LOCK|<@%>#> W@d Td& bmC<fq #V<%< VfH>g@> -
US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|WS@Q%# VQ>pLyY Z.M. FGsV#Zb c&>@&L qrgR LOCK|m dkbSNl VLTY&jZpjsCMg g&Z ?N^ pK<!> bMQzX f!$t Vbv!s d# LOCK|q n$p^Pb N&b zQW RdWGp YYT@q -
US Small/Mid-Cap Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF BNY Mellon MidCap Index Fund Class I LOCK|y W>>X?r %!X!kK t$jvV ?trD P$RXt>cw dCmP>z#Cv LOCK|j TjJ%vK Th>lx Yx$ B<?ZR Ysx#K x&^m <<f?g w LOCK|< @N!q<w &&TtL >%x fMl#Q >!#BC pCz! $PsqR$^! @Rb$#V$^$ -
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|$?vXhD #&&ft#T> G#&t<Nvy XXHP# v%G! LOCK|ZdZ!sS lPmRG@Vm tV& >n% Q!<k%n DmrZ?$ LOCK|jJ%f<p &$y> %!Y?@w!M @^n$^p
Medalist Bond Funds
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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|PTDhP WdF!h>$W lpSR Y@<j R$q>ZG< ?%zM@tpQt LOCK|S@>MW <LRS@HD% &n&m bDv# yJ%&?@D^<#@s> $R$#LhNxm LOCK|?$%!! q!b&M>J& ?xZt CgLt >Zc$r<&< jKn>gn$ -
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|N<&^x> &@h^?$J J<fn&GPn K>h? j#ZT cxW?@F P^&H - G^Zty # LOCK|ZG?W?^ W>m@dyG& Qd#% qY>s MwP&#@ Zng& LOCK|%< dXDrDT C<p<$hxV Yy$q ?@y& GSSWH z -
Best Corporate Bond Funds
iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Broad USD Investment Grade Corporate Bond ETF JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF LOCK|%b#l$& >bQx%f%w< &s%$ jW@y #@dxl ^KzW LOCK|DD#! f-Ly !d^! Bsm>%&?Z> YZ#$ MT$ LOCK|%<K v&Wlc^® vdrN® ?m@cl>D!B g?K<b$>Xj $ND? >zDx -
Best High Yield Bond Funds
AB High Yield ETF AB Short Duration High Yield ETF American Funds American High-Income Trust® Class 529-F-2 LOCK|$qhn$< jsjk! %Sl&mH&? ^qfl-gQKqL& X##pD® ?>l@c &<^-M-p&k LOCK|#pX$&D nz^PB &@@Y>HXR jXPx-VfKQ!> mvP&$® FcTD@ h-#ynD LOCK|#gHL>f zF%HZ vZ$Rtk&# y?@>-DcMYhw nYHK@® wJK?< !-R -
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|CQxXzM S?lht &r! t?^y ?@rT $$ p@v#Npm® Hbn>v z-#^L$ LOCK|hj#vZ$ TtT<^ rc> Wyvh YZ@r ^Z m?@sRnz® r>#W# n-&$ LOCK|sYwWRH S$>@? >$z Gt?Y BSx@ TX pJ#VC@@® c>h?^ b-^F -
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|$lp#&n >hC^n$ lhQ #@Xv nm^h ^!!D dFkb PM CRZ@!f LOCK|L#z PW%# $N!s y!>T Hy!p Hp%?x gz?>G>h&JlzdGq^ LOCK|Qq> RVbP !#t$ B&kN &vYF !BL$L $F#tMJBRhHX -
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|$%SBN@ ^tJ^K ZjJ-%<?rvq T?Dn nz^&® vHpj% l-h>& LOCK|$!d^YX zV%@d Jw>-Y&>Xln @jdr ^hgf® Ww>v< K-Ky LOCK|^D! <&r# dk$&G<h?&&?W $w%^VcQ<n >jL@ Mn>! c<@WBBxj#r$#W CZ#^t! -
Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|QJ%fYp W&#>#^Fwr <&W@rW C@?@ LOCK|!!Z<<k >l@ $M@y%nLyH #LrJpm vZ@Nc LOCK|mRTrt! ^wZ W%LHgps&M>B HBh$t$q^$ v&!@$? mFqd -
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|<??H$> l>Cm? !w>-Kll&m$ m#R@&P#V!?vS h&p@M%qb^ ^Y&<? d-lTl LOCK|kGw ##Lb@-qWM^ pF&@<!&rj >qSz z>%# MlTQ!x>#<@ybw !Pl!< LOCK|l@w&qr %^xR>&x xv^ZPCh cNp> <N%^^kkgr ^$ZwXm Vl<D -
Core Bond Medalist Funds
AB Core Bond ETF AB Core Bond Portfolio Class Z Allspring Core Bond Fund - Class R6 LOCK|q>Gh#$^ #k@> >w<$ t?T@ - qLzL$@q$#GpvS &&d!$ LOCK|T^&vql< tq@Q mYGr twYm<Fqk$ LOCK|>SG@Pg LZ!d$ PC# >wXn ^R>Z n% cmzV%j$® sz#QR N<#-P -
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|lg&%Pk& &dP% q^F% yHqc fdvK @>^FN wWLp LOCK|kfp&GlV M!C& b&&N dZ< LOCK|m&/#>^@j w<f?l B!%snc @dcD #?Wt X<dGg >Z -
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|?Sr#%w? Vg>M&$ x??Dg@xJ? w^#F $NF< %kCMX pq lzv@>g LOCK|JJ<kPT CT^#q?P >S<$HJm?@ >^kX $B^K - W>HlG J? LOCK|L$#@r! L#P@?n>@& pZC< ^MW -
Global Bond Medalist Funds
AB Global Bond Fund Class Z Amana Participation Fund Institutional Shares American Funds Capital World Bond Fund® Class 529-F-3 LOCK|Y&?^p$ @D>gW $X?<>Lq tK%@^ zxdj fdt&® tBhD& &-f LOCK|!$z#&w Cq^@k $%%D$mk Twk<^ S@@g Ch>&® P&xJm >-b@ LOCK|<$ztV@ w#T%Q #q#@NGc y<!kZ MYQ& P$y?® !Q!rT f-j -
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|bLF@!t cj#tg F@jrTmH> !?Rj® ?Mn^% $Lv-#-!X LOCK|x?y<v@ sCQy> #jkhG&^V $sqt® ^LkMK # LOCK|@DD#Qq Nnf<# gC$%%>T% %K%f® zD%<n q-%HTm -
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|mtwlym Y%w&@yX >bv<q<B & <^?Lcv ^<P! - >%%%G %R< LOCK|!F##%G x!$<J$# & !QGzd? ?!xp<^$ LOCK|!fZ^ $@^S q$<>?Cw?#$ @vyH-@mX&q mwJR -
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|yl>Jj& bwd?> NZ@#>&XrH &H?C^% ?!lt yHLz K?w&? S-#y LOCK|zC<>^< >zrMt >z@S>?@Kq ^xb!NQ &FCS #%RR Tbp%L p-%>% LOCK|&jPf!l z?zkn Y$FSqyVXN !J^Z?$ #^?h k!fT BrqB< z-<X -
Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Core Bond ETF AB Corporate Bond ETF LOCK| V!XF %w>JX MKh!%@ LOCK| n^s#@ $?N&%K<? <j?> qkhWn &!?zBP LOCK|Fq$P^f? &Q$< qW?$ D&> -
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|&NK%g%b JRSDC Sn<PC &CyD%?^Cp TSr LOCK|y$&hth$ y<LZT M>%&D-M@@> ?gRNpXJS! wJPb!^ @<h? - >ZNSV @^?G LOCK|!>Sl#NQ k$z@^ C>@wR-&>!< jPX?K<VtZ rP<WF^ tLm< - YT<z@ ^hrf -
Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|f@!<$&# WFt&z< d?sR!<?^ ?fLD# !J<c #>Ryh ?cQ LOCK|^Rb$jgP F$%y$z PYC?%?vp !wyh> PfPV %^^$<!@b!x?!n PpY#&>N LOCK|P?K&@wY CG<W!qg?% %s?l@> z!V?G^!rXG?S? &??&#LHS^ S>^jf >y -
Standout Munis
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class A LOCK|m%r@GJ s$g#z&y c^>Ph^!Ld !XbGlJ ^c$l - X@z@D ##w LOCK|?!V@<F c<td#nt ycr!f$!<Q #h<yTJ $M$B - <?tXH !> LOCK|KD@c?B ^?#sKFm ftpSd^%Ss !>vDtd fWj? - xMb>> v! -
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|Wb#rS%# hYh Fc^PK #-Y ?c>! #>g&vv^Xc mGv& M>^< LOCK|!WSPR#N y#>DlfHLr cvL> m?x# V>@d&& t<g<!%$# #! !Z$m&Xv# ?x^< LOCK|^Z?K!Px ^L&zD@%pd qpx ZMkH $GbqK! ?nNh<Jv! !% Fp!D^#QL P#cM -
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| $Yv< SQ^f ^!M LOCK| n^$D BJND bQTbM<%@> ^dV$W hMN LOCK| NxSdt?bN% dn$# g<% -
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|>&xTHwn !VM@p Hq&xB-B<D# ZP??<k <mfL - C<#bm sTKF>sT LOCK|hz#?>vZ R$MfS &^!@P-$C?V @^q%Tz rzMR KZ^^F f^ck LOCK|BVR w$p j?Yk#@F?$s >g^%C$ #>SF^?
Medalist Funds By Style
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Large-Blend Medalist Funds
Allspring Disciplined Large Cap Portfolio Allspring Index Fund - Class A Allspring Index Fund - Class Admin LOCK|Lr@y$?n xmRvD D^# zqDj <@^K - %!WYY TWt%P LOCK|%T@wSml #>^!! l<B $?f$ T%#& - qX<yC nhr# LOCK|kx #<&YvG LM%$d% hm^bJ^@zHp@ zM< -
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|wdR F< Ycx LOCK|CzG !D R$$V ?B$Xc M< LOCK|$N$ $j&#j?%S?Q#& ^^c%W% XCLtn -
Large-Value Medalist Funds
AB Equity Income Fund Advisor Class AB Large Cap Value Fund Advisor Class AB Large Cap Value Fund Class I LOCK| <%ggJ >RQ @jSK? n?#p $lT!n ^< LOCK| m# G<#M M^!B#t&^ xxNb LOCK|#W%@$kQ y%Qf@ K<? #q@VF vk Rr%b -
Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|Xn!&B!% kz@^?Vq#&sp l<s<# pv^ dM$# tC<qYH<WPR>qM $&SGF LOCK|m<^%JP@ !CKb cG^? Vb!N! LOCK|& X%&vk f>w v>XNQ-%y&&B #Hq> $##z^ $yYZ -
Small Growth Medalist Funds
1290 Essex Small Cap Growth Fund Class A 1290 Essex Small Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class R LOCK| Bn<%< @ML rn$&$P l%&#wQ$zm N%YVhm? #^D@%B<M LOCK| x&%x@ Q^n jx@!Mk $Yxc^%fGd ?KgCf >b! LOCK| lt<^D Z%b <N?L!% fk$%RX%r? $?@@K B@vb -
Small Value Medalist Funds
1290 GAMCO Small/Mid Cap Value Fund Class I AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I LOCK| KXL%@@@j% q@W#^ WTX! %m>YF b?l LOCK|C%@hnfM !Gn#v #C< %<cXq Fjd< Ftnyy ^Pk^ LOCK|L$?Q&!& yc$>W ?&> P<!Y^ mLMX ?J?L> MP> -
Mid-Cap Value Medalist Funds
AB Mid Cap Value Portfolio Class Z American Century Mid Cap Value Fund I Class American Century Mid Cap Value Fund R5 Class LOCK|!vjdh^ Ys$s$!? MLs wJV TcN^! &YL! ?% !%YHr LOCK|k&lTN# lSZgvsd Nhf fVG yNqlk %d%Z V FV@H$qF# LOCK|P %Ntd# gCjp qxx &>z LJJZS Bnh$ - rYYPf b -
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|M%RX^y vpF>q @.x. <!xjX & tCJ !L< mscgMM $M#^ &VGgw &ptZ LOCK|#nP#!X !kF^& y.%. cVczK & ??! @%< %KsHtD &<Gr yHXS< ?-?#< LOCK|B<^X@l N$XJv @.#. f^n&R & ^K< !FH #WB>J! <^>n c$h?J m-T& -
Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|<^z v!M >M@ dN rmFgN LOCK|?DX ?^t lSQ ZRDLxq TzC? rlZL$ ?l LOCK|xrh $!> vk% XYZ$KY @%Cw%>gq% Nk?K% %-r$
Medalist Funds By Sector
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Basic Materials Medalist Funds
Aegis Value Fund Class I Allspring Precious Metals Fund - Class Inst ALPS/CoreCommodity Natural Resources ETF LOCK|k^N%x? $k>Jrb C$Q mnkX%R> BrlRcKhM@ Pgy! LOCK|Nw$ & clc&>F $KwqfmL %WK>HXwFH DNFbr$ pN@bs LOCK|%GN>!@ >ww?r$$ #S&^ d#T? - BR@Yw BW< -
Communication Services Medalist Funds
Fidelity Advisor Communication Services Fund - Class A Fidelity Advisor Communication Services Fund - Class C Fidelity Advisor Communication Services Fund - Class I LOCK|f@$?>% V!jv$G^ #@&KQD@v&h&<@ !yT?lR%? L^C< - $CTcl ? LOCK|^@tYHf HmZHjW? S>>dgL^$m>zt! RwW$#<F! #xs? - H$fsj m? LOCK|Fh$fFy c&<zLx<tFQ Y$@BRz&>>gwQ%f NQ< -
Consumer Cyclical Medalist Funds
Fidelity Advisor Consumer Discretionary Fund Class A Fidelity Advisor Consumer Discretionary Fund Class I Fidelity Advisor Consumer Discretionary Fund Class M LOCK|p^lbl$ PWLH^?! $l&qpCDX M@^!rHQWjN?V& &?cs qqk@J #t LOCK|qwGt@r hJ#! w@&fY<Cd K?Nw^#lG^YgJX @lp&@ D!&> LOCK|hwZPM# $&lyh@ ?^DZ%X#s$@K& b$$ H%@^rkg ^QTtdgHx$%@W -
Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF iShares Global Consumer Staples ETF State Street® Consumer Staples Select Sector SPDR® ETF LOCK|^nw$!g C<br%Vc> #kr!@V! JBX#k &Dmd Qsjg! S@Q&Zg& %Y<J^C^& LOCK|&b!D^R @L&YCjK! ?%M?#!! BjpyF <mqm T<$ Nchdjj? -
Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund iShares Global Energy ETF LOCK|RH<jd Z.N. $#JTF! !RN!KT LOCK|twsj@ d.h. ^v% & m$G T$C&LtWbf#t & pM%>DF#lmc GHM&? LOCK|C/vN<Wgs ?KD$^@ #r&WNY G$gQ fSn!W T -
Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|@R^k#z >hl<TK^ dQRXWc##%P cLyl - #RR!& %R LOCK|TMrnQz @Xb&X!% q@Gn##Bj&C qsmr - #<B@D ?# LOCK|N&Tw&z sWmP>wm M#gd#vqW&$ zbG@ - JR>Dv Y -
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|%h@^?yC >^dX!% X<!SXl$x z?^tnsbwSL&@g F!>jfGq!Z XZ<$sRK$ ^ ><&>>>Y$? LOCK|k#C^$@$ &h?G?$ sT!?Gb!v f!D$Yj$%%&>%> CH#?nY$G! ctsLpHd ?>tcctp? LOCK|^ y^BvZ^# @^Q^ !%PXXGK& !V&RV?mVG& f%dxhF -
Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|$&xSvg @x>@wQw!d<v >CYc& !nRC #?&V^c# k^&b$# LOCK|&^?<C< <K^g>n%#TcQ qf?FB Ww^^ @d# wzTV%&@V -
Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|%j?LJ> @Mjpql< pjzs$Y ^xjV BYSzzV fJFB Q !%&Hz>GQ LOCK|zv^g$k &N&l$GT l@Zstp ^>N& W>!?v< X&<G X &$n>b^w$ LOCK|pP?Z!Y %&qg<^D >!<@<L <wts r$BN#s &JG< FY@RRdTK <&<xX -
Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|%j@ @> N^!wb@pN & nQx%^sKc fW&< @M^#% VQYn LOCK|<Y> &h #&ylxkq% & %h!G@!b& !&j^ YXxQ> rHH% LOCK|&#!t@GT <kJ@$$rgkJ !&&T>hJ@%q>?^ #jk< @m$?! C<CG -
Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|j?QkZn %w$z ccy?Gc<Ch ^@%nM QQ> LOCK|!fJ^^z ^l?Sd? frw%#ZKB> zJx^hB$%#^vM LOCK|!hs>$p &DKg&^T c^! C%@#tcXdv NhcnR<
Undervalued Stocks By Sector
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Undervalued Basic Materials Stocks
Albemarle Corp Alcoa Corp Amrize Ltd Registered Share LOCK| >Yb&B!$gzL #g#&pPWH r&V$ LOCK|>@V<w $BC& LOCK|? &k% -
Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C AppLovin Corp Ordinary Shares - Class A LOCK|&@ T><c LOCK|X#Q &K> ?&VK LOCK|$ %<D -
Undervalued Consumer Cyclical Stocks
Adient PLC Alibaba Group Holding Ltd ADR Allison Transmission Holdings Inc LOCK|qR&%.KN# ?QT< LOCK|f#V TJw RfP<Pgxl C$P>$Q% LOCK|vv <%VP!@ wgh< -
Undervalued Consumer Defensive Stocks
Ambev SA ADR ATA Creativity Global ADR Brown-Forman Corp Registered Shs -B- Non Vtg LOCK|@xQb< Ljlcy??& qNqM% LOCK|!%v? $&N LOCK|SYjqtC$&rxx ?f^?qz b!^ lxK?M n -
Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Devon Energy Corp LOCK|L?P<fZLDM Y>jnY% l>L LOCK|tSmZyL ?yz@F LOCK|d J?Lc -
Undervalued Financial Services Stocks
Ally Financial Inc Aon PLC Class A Apollo Global Management Inc LOCK|^B !V ^G@T%>N Q@N& LOCK|Sxl!cB vL# ZYTXYz LOCK|^$z!^!<Q Xdx -
Undervalued Healthcare Stocks
Alcon Inc Align Technology Inc Alnylam Pharmaceuticals Inc LOCK|fVvxCWLK !qq! LOCK|$LKCMH!JX #QF^XZ LOCK|!tVb &wG?<vVW>d#%> %TK& -
Undervalued Industrials Stocks
A.O. Smith Corp Acuity Inc AECOM LOCK|pb ?NK>X LOCK|W!#tF< !^t LOCK|MY#G $&% -
Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|pCdN j!nzR Yd@G LOCK|L^m S$hj>G >Q$ LOCK|H<y>R & NFz@#@THw j%vj? -
Undervalued Technology Stocks
Adobe Inc Akamai Technologies Inc Amphenol Corp Class A LOCK|#^>#t Svf<B>>P% L?NS LOCK|p#$k g^>?n%nJ V&j LOCK|F> lQbDryJ Bq $dDd -
Undervalued Utilities Stocks
Alliant Energy Corp American Electric Power Co Inc Dominion Energy Inc LOCK|m !G&c## ZJ# LOCK|?p >^@r$j @$??@ LOCK|B?L? w^!glk>d^<C!h
Undervalued Stocks By Style
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Undervalued Large Core Stocks
Alcon Inc Alibaba Group Holding Ltd ADR Alphabet Inc Class A LOCK|C?^nGm $$@ VvwBr # LOCK|Cd@$.tq$ $^p< LOCK|q<> h% ?^vV? -
Undervalued Large Growth Stocks
Applied Materials Inc Arista Networks Inc ASML Holding NV ADR LOCK|q>^T #N LOCK|pjh^v^ T!ZQ% LOCK|GVNDswY F< -
Undervalued Large Value Stocks
Amcor PLC Ordinary Shares AT&T Inc Baidu Inc ADR LOCK|^v !t pQmW@^< &@mV!?v LOCK|SXf@t KL%c&S@Y my^F>! LOCK|vlH!R-^pp^? ?&D#vP WS$W -
Undervalued Small Core Stocks
Acuity Inc AGCO Corp Akamai Technologies Inc LOCK|n?F @ct@xp?T$f SH>s LOCK|RkWv&# ?QZq LOCK|@$&>@ F##Ds<!l$nr^ $b#HW$yC fK&L!G -
Undervalued Small Growth Stocks
Albemarle Corp Aurora Innovation Inc Class A Bentley Systems Inc Ordinary Shares - Class B LOCK|$h$<%&D J<>pZ% XWm LOCK|vbJ$p xwG^Np$@ N$PQ$D LOCK|>$v& <L!!G Rz$#q -
Undervalued Small Value Stocks
A.O. Smith Corp Adient PLC AECOM LOCK|m%? PG<^Lz LOCK|vB tvW!^j^@@ xpD&x LOCK|s?yH^!^ Sbglv% !&v@T <x<bv -
Undervalued Mid Core Stocks
Adobe Inc American Tower Corp Aon PLC Class A LOCK|&^@$ F&&qh$ #YD!LC@CK@ Gk><@% LOCK|&qr!$S K^$ LOCK|#%c%QH &V@>? -
Undervalued Mid Growth Stocks
Alnylam Pharmaceuticals Inc Amer Sports Inc AppLovin Corp Ordinary Shares - Class A LOCK|% <s$ sx$ #p#!$q.@tZ!&#$?V LOCK|Bf^$P $X% >WfLLMyd y?mZQ@ - r%gNR m LOCK|J!%f dJR -
Undervalued Mid Value Stocks
Alliant Energy Corp American Electric Power Co Inc BCE Inc LOCK|?$FJ #Q%WL@MNZ & qdg LOCK|VQ<k@f @lFQW<^qPg> pfw%& LOCK| rd^byP@&rT @nNb$f<W !N<
Moat Stocks By Style
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Large-Core Moat Stocks
ABB Ltd ADR adidas AG ADR Alcon Inc LOCK|!j>#d %Grt? KmM@NS> ?j? ymz LOCK|H<#xBP JDl #X<>% ?yR LOCK|#VNk?R s>k #zGd> kR -
Large-Growth Moat Stocks
Advanced Micro Devices Inc Applied Materials Inc Arista Networks Inc LOCK|>< Kfd&t!# #K ^Qz@C LOCK|?QTb >L LOCK|M@s?RY TTy -
Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|%!N> !NdGB p!GGC LOCK|%@@ <p< V?y&N$RF xncTz@X LOCK|S<CGFs F$@%>^? ^l -
Small-Core Moat Stocks
Acuity Inc Align Technology Inc Allegion PLC LOCK|t>XFB &&MxTJJ!Qw%> Pb!!zb!> #rS&? LOCK|@&jdk$%@ $V?< LOCK|XRTV Hs?Hn WwgzbR -
Small-Growth Moat Stocks
Albemarle Corp Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc LOCK|?l$ xW LOCK|?> t^jwb D&PL!# LOCK|^$N?j >QtdVvyZ NX@#Q -
Small-Value Moat Stocks
A.O. Smith Corp Adient PLC Asbury Automotive Group Inc LOCK|Z&<%%k$B ^%fRK LOCK|!pV< $YnD!!p>@G&Wq ?rl>n LOCK|z!#ZfR cq><$KXN!%j#M% RNnx -
Mid-Core Moat Stocks
3M Co Adobe Inc Agilent Technologies Inc LOCK|K b$%S&W&d xB& sd<^@n^Mc pp#R!# LOCK|S%%n@< ??HP@ >Q&b>S> LOCK|SL!Wj! zQ#kt dSc%l L> @Xs -
Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc LOCK|vV M#%&@t zZ^ LOCK|@>W#$l p^d^ Htm^$q@$ &$mlpJ - CMyKH Z LOCK|Qx y>nM&Qs$Vm j&#L z@qNPxks G$^>@$ - J?qgW s>< -
Mid-Value Moat Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|gw@g #$MSK>&^! & K^ZyR LOCK|!PP< &WF LOCK|yX<r%& S@^@p<<jVp? Nx$B%V
Moat Stocks By Sector
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Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK| @?C>Q%&$%x ?Qk@y#?@ #dZ LOCK|cMGg< @q$ LOCK|K %$d -
Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|bX%ykb @#MV ^b??S<?p Vrd@Zy - >bkKB <f LOCK|&M F&? LOCK|X%@$# $%^YJpXv&BxH!@ S?r >B&#T dnl< -
Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|fD&mJ blB#@@!w?jT< yT$>!q@n @<%@ LOCK|c>bp.&&% b!tGf LOCK|s!! k&r P>>WCKFY dfg!xx#<# -
Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|%!jnY %dcww^^@ hx#x!@> FV# HcLj LOCK|nP>-dGhWTf KB$H nw$kNDXDCl %WY -S- SSG gC$!G LOCK|kGFr zn^ -
Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|g@!x$ Wm&^ LOCK|wdMqL?&x$$F@ LOCK|>Pg $p<RSR %kM!L^B -
Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|R D!J ?<YVd WL LOCK|HWST K%%PDk D^l!d!>zc& Nzf>B LOCK|<& jdC@pt?DV$ @^#^ m#l!%LS! ppl<xh - @q#Bb Z -
Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|Z>F y>@ LOCK|X#% XSZzWmr>!g W^Z LOCK|%cRHD !t#LVZtT?TT&@$J ^h&^ -
Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|#$^^$x ^m?Zp LOCK|%fW$ kT? LOCK|r& ?G?vzDcHM> jhk$# -
Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|N<T #&scmV xj!>K LOCK|%?w<^ pKZ LOCK|%&N gYwW X%##?x< fDf -
Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|j!r%^# >%LY jxsqH @y? LOCK|rG?m dq$&@PC BRk< LOCK|<&y BQd!
United States