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Explore popular pre-filtered screens based on our independent analysis.
Featured Stocks
Exemplary Stewards with High Dividends
Ambev SA ADR Bristol-Myers Squibb Co Clorox Co LOCK|L@Vt@ ^kf LOCK|QB^?&> m#<wSj> Nw zl@!JZ LOCK|h^&R& #g!Bq Five Star Stocks
Adient PLC AECOM Alibaba Group Holding Ltd ADR LOCK|Jfs?s WV>$$Z?l^@X^S?R ?^d LOCK|<@HfXF !&# &<F$N H!@^ LOCK|^?$F&V lMQ %JGFZ dC Moats on Sale
Acuity Inc adidas AG ADR Adient PLC LOCK|Lf? yX$ LOCK|Jw<^<@N SQpn# LOCK|cz<ZG vrT<v %$<%h&& ?Yy k>D%F Undervalued US AI Stocks
Alphabet Inc Class A Amphenol Corp Class A Arista Networks Inc LOCK|f<$N?> j@$ LOCK|?c xSQ%B^cy< jyH ^?Q%w L LOCK|^^?< k!VV Wide Moat and Undervalued Stocks
Alibaba Group Holding Ltd ADR Alphabet Inc Class A Alphabet Inc Class C LOCK|Rp$ #! &%$D LOCK|>J!BR< NPbk ?^zmK $ LOCK|<rkK? b$?$^tZ>f @y^
Featured Funds
Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% k$ds<v?<ws Ww#VNt LOCK|# m!<g>^%j!!l &NgH $!t?G z <xW%DC LOCK|T@?d %JHy#^lW% &p!&<mDG XVj Attractive After-Tax Tickers
Alger Focus Equity Fund Class Y Alger Growth & Income Fund Class A Alger Growth & Income Fund Class Z LOCK|v?zRCNj !rjV&z?w$$P sd#J^ &rH !X^n !B@%j zc> LOCK|CFQk@t& <L<#%&>f@@> &HPn# ?pv >MJk ^$K^S#XlN#y!F <bZ@F LOCK|%$v<y<w t^@? %WH%% V@J^rLjk# r^R^ gS^d - >M&&R H& 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|Dld<># <bmNy nFjW@Z g$T?K?bH@ Sv^Y& hY@-?-K$#J LOCK|@sLsb@ PG%>D s>@&?z Mk<GXRx<# ?t?fv Vh LOCK|km?N?T tJ^<J $Wjl^p FxLWg>v$@ ?D!X$ f@ff-< Best Convertibles Funds
Harbor Ares Systematic Convertible Securities Fund – Institutional Class Harbor Ares Systematic Convertible Securities Fund – Retirement Class Virtus Convertible Fund Class R6 Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|&s &qVf<L&fdL!Bc <ysf?! >?GTvQBW %Jq! l?Z LOCK|YKyPgm Z?W<N!N N.f. JQP@%!q ?y%hyS mbK LOCK|%X%xT f%<% ^Cm> r@C&??r? &B@!nyP #?# Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|jCx@M# s!%D<S< $&JWt'Y @?!!%p>#Gl f<tm - sSDbL ^ LOCK|MZK $<HnB< fFc&rjk<S$DHl bW%Q?@H Hb@^ j$&^%$@??vDQ> R%y%#Mb LOCK|@ bs@$FQM@kg!q b@^T <<V>< w Commodities Medalist Funds
PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-2 PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-3 PIMCO CommoditiesPLUS® and Bond Alpha Fund Institutional Class LOCK|M#f WDQsWGQJH ^pf mV&> %c%?sw QCNs B<MKp W>wK ^h%CMB%>m@rSj@ &b!@%X< LOCK|g#> qLmTn>xw> l^% ^kqP <<?$tc bSl< Gf>C^ Zy%k #rC!G H-#> LOCK|GV> Ch&#<%rm% !@? KHdN fZ>!RT %%G> >?mB^ kQDY Cy^P? Q-p^ Dividend Index Medalist Funds
Amplify Cash Flow Dividend Leaders ETF Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF LOCK|W>C b!^d? >@Xn?# J$Q!?F BX$x$TZ$ & fb@kT#k@ !%q%# LOCK|pY< RxR%f q#%<Y$ >r$&!Qh> sDVBBj#%n ^Sj!X LOCK|!BXt%n >.S. TpV$ qCnh!Z?V tZ$$ C^Bg$ #&%#R Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|Bx#f cX&?>l#N> DpFCfnvW Ly># LOCK|QG& By !PS LOCK|&Fb RR <P<hxb?d & j&G@YG$Z g$@P Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|R Qb@CZ #N$ <!Wv<-^tm>c >^lM rXW$c H! LOCK|& ?<!># H$> @ss<k-b^vTl PL#% ?<fGT Q LOCK|F >zQg< $@L SbS$%-y&yFm >db^ &p#m$ $lR% Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|&$ m^C%XX?&Pg>CD rR!VL? &^%v<flV LNt# LLQqb LOCK|ZcNMls R>TbcZ& p.F. $X%scbx #Q!XYy <Nm% LOCK|#b%&@ X@<$ jW>w m!<vGjRW GcV%@w? <NnQ^N Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Xtrackers MSCI USA Climate Action Equity ETF 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|?@#Nb$ <%W!? V<%sY KSR% ^tpHm Yxx-rWfb LOCK|Vgl^Fb byP?@ #m>vX #!Qh n>$Br d$!-&-gl LOCK|?&%L<L H^&Bp G&LDX #B#! <BDZ^ %K@-$-d 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|jyv sm MR>&P#%Z & lgc!H%Q< #vYD^ LOCK|<c^ hT Lv%&#r&? & <S#PZ>&C #G#F @R<%R CN% LOCK|jKy <s <g>!zkLJ & p!#yf?>j &KqZ mGxl@ $N Sustainable Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF State Street® SPDR® MSCI USA Gender Diversity ETF Xtrackers MSCI USA Climate Action Equity ETF Top Medalist ETFs
Alexis Practical Tactical ETF ALPS Active REIT ETF American Century® Core Plus Income ETF LOCK|$>D<N WdgdsJ! Klcny?%@K !q!@j WQs ?f M?j LOCK|&qPj& $L >^@%# v?# kB$#n dp#& LOCK|@ kq%$^p p!?z jWm$ Y&$R 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| ZDH%w ?!% !x%%# $pxn j>!sH #hXL LOCK|$fJ rxGf >$Qd>q %$j? Vq&Q#$>b&Xt%@ $X$@&&D LOCK|$$^Y# YWk>#T$# v@%<Dmk ML!&TYd@L >rw$P &TJ% Top Performing Sector ETFs
Alerian Energy Infrastructure ETF ALPS Active REIT ETF Amplify Blockchain Technology ETF LOCK|y#H#@ m>j$Lw#f>F&h@ gk>mv@ LOCK|@Jnf@ $csk<^ & %QxdRBK GN#l$N$#T &l#ZBK& !ZhW ^RZN> LOCK|G w#px>c ?tpK!$ @&C#T#$#K?Gl>Q $HW<jB <<XYX
Equity Medalist Funds
Best Core Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|RH j@Mm# SHY?< hz% <>&BBf @Y>m <trd@ & LOCK|#! Dl%h> ?hVY^ V%n rZ!@Cm mcHF rc@Tv fB$ LOCK| vS@@Z@?!f ^yZZ &@$& Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|?q@ml^ <#>MW B<pZk@BN jY>SL# y$cL® !!q@D !?^-Gl? LOCK|TS!d!q W#?RW !%@@WP>& X<Q#$M k!#<® mf^%D G$b-<-!m?^ LOCK|KmsY!K #%&%G bl&yxWNP n$!d#^ WjnL® #N>cm ?ZS-%-nl Core Medalist ETFs
AB Corporate Bond ETF AB Emerging Markets Opportunities ETF AB International Low Volatility Equity ETF LOCK| l> <&&Y TQDh^jYy HYk#KH LOCK|YjZ q$Bm?X&< rL!s$<> @&jNd$l! G?sJF> dVC LOCK|f!B @f pwNq High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|D!$ >K>pM vn#sp% &@k$ %>@@< g LOCK|&T> q@mvh Bfb!hT &!G@ sG$ZR < LOCK|BxR W#ysN $sZ F>>&&^ ?YC%p@YP? ww%^s r-wd International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| L^c!Hh^S?Lb^# >gJ %Q!$!@cb@% Y#$nCY df%n> LOCK| kQFl<^M#^yNVX @d>g^>Dvv #f%p%jKj KR$x#C!Sp ?X@#>ML @$Rcgl#N LOCK| ^CrHC%pbzg&&& kC$kzl%@# nyJ&Lscy G<g!WPYB% >jHCW bGj 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|n& !##j^ ?jtfN T@C &N<pkC qY%g j#MMl &^!@ LOCK|@$ <?sSs J?%&X C%h WS&>^% $&P# #tL^B Bt LOCK| %z@Wd!!j% >$GJ!B y@R& q%x?#&? P!d%%##T 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|#T%nn bN h>hp% w^C $%B&$d zV#Lxhc%&!M c@%ns Z<$@ KKVf! @$!K LOCK|@b%Vy& SW^mQ C&% lBsRYC LlLj? G?p>pC? LOCK|k@#vcN P#$ #KT ^QV@vL !W^@^ lmDhk?N US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|s>Z&@D ?>HQ!h# ^.N. z@ypVY? >K$BKJ KmS LOCK|# $M&!$N <Ns^tvH##T>ZP <&g g^% brTGZ ^tJb? %zvB hBlQ$ pk LOCK|f $K%RP$ >&@ RWm wQJy^ J!g<zZ# US Small/Mid-Cap Index Medalist Funds
Amplify Cash Flow Dividend Leaders ETF Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF LOCK|b xTr$<s >%P^Fj k!!Z# pN&l Ch!sT $>m LOCK|B QGCpZP $?XTLn W$@p% Wc%$ ?>dhV%&< Dzm!X$H% LOCK|% @>Hs%% v&^q> FBC @cvQv @hN$M >D>@ yl?J@ F US Value Index Medalist Funds
ALPS Equal Sector Weight ETF Amplify Cash Flow Dividend Leaders ETF Calvert US Large Cap Value Responsible Index Fund Class I LOCK|h$>#K !t $Sz@% @?S jQ!MX jRhBBqp&B?P &R@&n &L^W @z$RN t@Z LOCK|hC?^CZ b#T&r?$^ ^d^mChvQ kT$>R !M?k LOCK|MN?p^Q @r?mx%Xn $g! g!J ^k@Bl# z%<$G
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|ZGy!& !skRXjhy qDs? W$L? nR!<@bR Ycl<^!<Z LOCK|>?z#T <#tTYt<P %$#t L$sY !kYJ>w?@H@>&^ LRv<?wXj LOCK|Bxrq! @v#?!#%! kyMG Wr&? k!P>#xpv Hm$$md$#> Best Bank Loan Funds
Aristotle Floating Rate Income Fund Class I Barrow Hanley Floating Rate Fund I Shares Fidelity Advisor Floating Rate High Income Fund - Class I LOCK|p&<@v< MMMPfhL ft#LY$Hh ^T#% <^HY n@Y!G% yx^l - @@%J$ W@C@ LOCK|yBqssd b>TL$v<< xR%? f$^t qRxw^^ F%M& LOCK|%^ H?>n>K #^@!%$J$ ?>#> ^n@Q yvwh< BkrS Best Corporate Bond Funds
iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Broad USD Investment Grade Corporate Bond ETF JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF LOCK|&zp@!x <D>BKs&N! @n$Q $hqh j&W#W ^>T LOCK|<>gW #-P# #<r$ T$K!nK@?< Zbfq dbC> LOCK|PW? jt%>lH® xdR<® ^NpG<Xz^> %TT#%&#wf y^My &%QJ^ nc!>w Best High Yield Bond Funds
AB High Yield ETF AB Short Duration High Yield ETF American Funds American High-Income Trust® Class 529-F-2 LOCK|c!^!q> jmfpT Wt^twV&< XY<F-#S<Nph gSNtM® &@@>% l&t-l-X LOCK|zG$!@< t@b!$ K%$Q#Rr# F?vF-^!w&>m <K$^t® $@Ms> c-pgL LOCK|s@HLfV <G?nF #v^$Br?! F!>%-C?kcvN xD$yz® $mm#! F-$ Best Intermediate Core Bond Funds
American Funds The Bond Fund of America® Class 529-F-2 American Funds The Bond Fund of America® Class 529-F-3 American Funds The Bond Fund of America® Class F-2 LOCK|PtL$>x !$B$$ Xt> $pYp BL%S %J ggQTytS® !Dtw@ <-sG LOCK|&%zVL@ FnCbd PNx K%@C RbY! JG <FLy>J%® x#<%R >-> LOCK|LW&zBj WHm%y RJ% t@JB &JxC $f FN<$qbK® D<vSF @-!y#J 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|?j!z$h !qZpwF fDW @$P% RH&< $C#^ t%rS Vz jzCfd LOCK|F?k @Q<> ?$^s &#$> !fZM !gkbT qzbGR!FzRTpW?g LOCK|#>k ?@D% rmTC h?^Z $pnh zy#l! MVbsX^!<rF Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|?!>jN! ^Lv<&g%<s ^>BpnW Bj<& LOCK|xMmX$$ mlb $@Xp@kyZZ R!?<Vq @pl!Vx< LOCK|SYvH#g h%% x$!&BZJ!g^X >QK@hk<yG %Hls%M ?cyPM^T Best Muni National Short Funds
American Funds Limited Term Tax Exempt Bond Fund® Class F-2 American Funds Limited Term Tax-Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Preservation Portfolio Class F-2 LOCK|$?&h># q>%Rv <M$-@&J@qz @<LyLdQv@P>x mY!^XJY>$ ??fG$ z-hhh$ LOCK|Q!$ H>zc>-F@CF @f^<$vLb# &Jct SV^< X@D?$%YDxq$Fr x>>y$ LOCK|&b?h&! ljLL%fs JHW@j@@ KSV> <@$%#<t$^ ^gZYQ@ Qk#jk$ Core Bond Medalist Funds
Allspring Core Bond Fund - Class R6 Allspring Core Bond Fund - Institutional Class Allspring Core Bond Portfolio LOCK|pK@%B^ XDvzF d!L QvN? Z^^P xz j^Hd%m@® <cJPF ^ng-BFsT LOCK|l@!wr> R#x!> ^@W t#P? ?jGC %r fs$$gXF® ZL?pX m?B-Q!< LOCK|MlT%XL Sz^m@ xFg R%g% N< hP lpMmjKM® x#^^v ?#T-gT@X 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|x@M!<vD &>dr !!dD tCwJ %@y@ s#^>^ Zv! LOCK|vpMFLqS z$bs &%KG Sk&f>S LOCK|%Z/PB%?C hRSf< ?<&Gf? ^^h< pCjF Zd@RM f 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|ry<krpK $QyMlL Pl^lR^fT$ lf!D Yd>% &!#Wf k? fsY#R!Xyk LOCK|XwTFb> @<T#&fw T%^&>nZnY >>B% #P@# - !!>h< > LOCK|<!zH@r !$kN>%R$V T@Vr ^@%%< 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|?L<XGB !l%Zf s%w%Zh% ^g@!S j$@V ^kjL® Fgyt^ #-^ LOCK|dvhwTT %Q%Sy !G$?CVy <^!%N $Jgm PMNx® vF$$J %-R LOCK|gj%S<< SD$Bn s&H$v$% y?L>! Gg#^ rC&L® xR^F& #-? Government Bond Medalist Funds
American Funds Mortgage Fund® Class 529-A American Funds Mortgage Fund® Class 529-E American Funds Mortgage Fund® Class 529-F-2 LOCK|F%S<W< RW!^@ HMv%^F<# $M<v® SX#>b lyn-$-?V^r LOCK|<c#p@C C>!ph $R#K%^y> #x%P® LDPb! $J LOCK|%q&BmR #^$!X DXH@pDVh cfQ&® rNH!T !-C< High Yield Bond Medalist Funds
Fidelity Advisor Capital & Income Fund - Class A Fidelity Advisor Capital & Income Fund - Class I Fidelity Advisor Capital & Income Fund - Class M LOCK|wTy$Zy @HtL^&h NN$@mzN & #hNs!R Yp<j - B@&YJ KZts LOCK|^?<m>y VjW!Z^? & dP!Q?v C<^bDt LOCK|c$%> q#>? M<?<#rV<!V kw?>->NY!@ T<Pf#? Inflation Protected Bond Medalist Funds
American Funds Inflation Linked Bond Fund Class 529-F-2 American Funds Inflation Linked Bond Fund Class 529-F-3 American Funds Inflation Linked Bond Fund Class F-2 LOCK|?SxSL& V$J&$ ^@#pwYGfy %Ry^R& ZG^? !$r> Fz!Tm c-J$! LOCK|@@rF@y Mqv#x &Ny>K%ZmJ <<<w<G $tqB fHhl csypv F-Kn<F LOCK|Y>?g#z !z^t$ v<H^TxxzC d$H#?R TcCH ^&%@ gPYyF H-#TXP Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Corporate Bond ETF AB High Yield ETF LOCK| D?>nZ <S#?tNJF F>%! fhmt$ nm$@yn LOCK|tZp@&?$ t>$# MZt> @^& LOCK|HKrvMxh S>CY@$ CRH! tt<%q! Municipal Bond Medalist Funds
Allspring California Limited-Term Tax-Free Fund - Institutional Class Allspring High Yield Municipal Bond Fund - Class Inst Allspring High Yield Municipal Bond Fund - Class R6 LOCK|RwG$j#V $nqG>BJZvf>< >&Y/%X>-RxF$ wS>^ - pDNq> Fzmxy LOCK|%^QZ<<@ b<^&bhT^mQj& !&K-^pQ# GHC> - #@bFT BzP%Gl LOCK|T>^d&<^ fW<L? !QJ<x hV?yC&s<S LJ#Z?G Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|<X<#v!t j@Qqb@ %>@c%sPp ?$$<Y $?T@ $c>r# Rx LOCK|pG@Z?d$ LsjdZz M!&l>T@s g><KB ss#& V?T^C<K?xR>Wn P$XlQfv^ LOCK|S<XtJFg #@y#M!d@^ vj%c!n @%PwbCc>?t^!Z NxRz#knTG %sx$w %n Standout Munis
Allspring Intermediate Tax/AMT-Free Fund - Class R6 ALPS | BBH Intermediate Municipal Bond ETF American Century Intermediate Term Tax-Free Bond Fund I Class LOCK|#>%h%j jf!k>pc dZgrZ<NJs&!<-!$Xr JzP-%cm% v#<? wf!D f DB!VP@ LOCK|KJ?P>Q rgPhY N!& CYTM?M PRx@ @hLL® q?xv! >-# LOCK|!mVG@K dc!Mz dS$-@tSlc> C^&G $nV^® P!!W> n<jp Taxable Bond Index Medalist Funds
BNY Mellon Bond Market Index Fund - Class I BNY Mellon Bond Market Index Fund - Investor Shares BNY Mellon Core Bond ETF LOCK|M@G?ddq <j# <&LMK @-& R><@ LYy@hp@xC ?j<f C^?$^ LOCK|>HT&zPT ?SGg>?GWs K%!! V<Tr &dyq#g BPwv^%dn k> GBX>RLK% >y$!$ LOCK|!!xk!!q dww&jp&fm &BF wFV$ @HzPhj &!MkN&^Q P? !mnrMlYX v>@ 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| qr%ZnBtyC zZ%r ^R&k&W LOCK| V$^^y& <@Jw @w@@ bQsP^ xkzY LOCK| Pk@S c$rvy W$?XqW 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|<P#>bP< X<pY? N>#^!-^>QQ kfTBg# @Spc - &kbcJ N%V@?%N LOCK|lnRC^?Y tSXb? ^b<d&-vF@T %^FbB? $>d% !?&%h ^>n# LOCK|M>& @>> $#C&mx%nlF y^$$y! cc&<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|>F&fFmK ^?^W> <%$ h^&Q >q<W - @?Lb% xf>Bp LOCK|KJfmWdJ qW>@p &qm hHX# l&Sq - <<R lz LOCK|!# mjd?#G ?L^!ZG VP?xWb>Z&?> 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|!!V cS %JTPq LOCK|Pf< &z j?$c pj?!p & LOCK|l?$ Vf#%F&PJVV># <&S@@> wclp&j 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| V&R@& PYn @HRPF $Pl@ >^x%N f? LOCK| pJ %&lg ^S>>WDxT TFH LOCK|q^Nt^@D $Rvkq fd$ !VC>% ?h wQ?$ Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|JmQkXV! RzCQ$xJRXB@ b^hd? qr# ssmK ngD@p<cf$GQPY xYhn^ LOCK|SMPp&nw &>^s Q?s# %l?DmR LOCK|h y#H<^ @>v %F<qr-$R#S% Rcvg !NQ@& F 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| b^pN< @xG wmy^?^ MW<GnFXgw wQV<!>w ?n<<D@ LOCK| TK><G Vq% fV!@@% #QK@V%%$> DR<mq BBKv LOCK| r<g%N @?l J<QMlW >VXV^PVrD hY&?F ! Small Value Medalist Funds
AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I AB Discovery Value Fund Class Z LOCK|Pv^dgKt dG&<q @#F <#Nf> %!D@ <f$!T ?T$ LOCK|# MZBk> ?>%# &xV#? w!M gBWmM KYT> bt!?G pH? LOCK|c TMBg% N?#? >snz@ NHJ X$Q$W ^T%^ RZPpW $@N& 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|t!v^?% K!!$NBY vpV ^Kj ^@MB> ^%wB %G QBZ?Yg LOCK|yw?r<@ >?sF>cw hBL ?>% >DCd^ VSGR V ?c$vmy& LOCK|l $d?hy <%QP J$< #q$ F$fHV K>V? - !HWhX J 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|?Z$r>! xr$Jp ?.P. $&Hk% & >>h D@L lGn^^J <^<@ %%#XW pd> LOCK|l@b<Bb X@H>f p.M. $?^m< & ?rY S%V %!h>%& ?#%< YyJ<& R-r@G LOCK|MwtB!s f&N$x T.%. WNWZ@ & <ZK ^>J !T<x@@ H?W? Dk?d% R-#NK Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|#CQ pTM ^cj Zy &$K%xv LOCK|C?# nYz s## J%Qf#S r&S% gqS$? m$!C LOCK|%HQ ^@T BRj p<?G?W Z<Gj?sfnC !j>>h h-p$
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|&cKZZ# !<p#ZZ n^< g#C$%&L RH<P?#sB> &C#%# LOCK|hy! & LKhDg> %&mPsCW >%DrtZ$>v SL!@## @@Cmw LOCK|#M>@G$ rd$?<$# <>Yb s@T& - g!nFX hSZ 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|JHl?X@ ^@k%%R# Vpws!s>RLPYzZ #N>>rp?Z nDK& - &%KZp $ LOCK|#&<s@q MJVw^QQ ??m>mW#!!%wGj T^Cp%lPY <LnV - ^Q>C% @w LOCK|??>lhk Fsf%Pwk@>^ <WtcH!ZTsXg>d% hgX 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|>&T&@w KKMCL$b &ny<<gQZ !$l@>&lGVMv@W !p>K p?!vC & LOCK|XF^Y^Q <pVZ >m!?!Bs! >WH%hV!Sz#jw# Q^NBK <#WMH^ LOCK|FWs!<Y S<Y%Wm XN<LCV^d#LPt wzR G@ZlGhr tj%tQ<n^t Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF iShares Global Consumer Staples ETF State Street® Consumer Staples Select Sector SPDR® ETF LOCK|q>Mh<@ h#DY!dgt R<Jc$M> TF^xy B^<@ hXtz& L@<#Q#J F?!@!Q&Cg LOCK|kLZ&<> B<#q$K>w jVRb?>? QKK%V ?>%& !^s ^tmmFs< Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund iShares Global Energy ETF LOCK|$@pg$ N.$. h^!c#% p&N<%L LOCK|#h#!z J.#. Ff? & Skx Glv^fjGZcK! & &p^TJ%VSy& B<z#@ LOCK|B/z!jJWW r&b<#D !CY>J@ V&Sk P^<F< nqk Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|d@pyn> &H^@fb$ YBThFX^^mN ^n<n - pj^l$ Qwd@ LOCK|k#n^!p ^sf^Xb< Zd$@pqwd&S kYKM - %?w!P %N LOCK|tFh&^v %Ry<YB# <l>ntGT$QN jvlc - #dFQ% n@ 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|PNTfFp# kg^bJ% Y?BlHQ^< d!zmB#&kM!^NZ !@YspyB^f #!T<dq^t h ^^vMd#?& LOCK|^NYj$cs Wp$lJ< >HxN&XWb ><^#Jm@h<&H!# <$>Pm%?r$ BZjNhn# n<s&hw@w LOCK|J S@mNp!G !tc# VXG^qcC& V?z^c#>%!k C%&&Z Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|F?>!!s <sXY%J<^wx? r$Tn> T?ly ZX>VF<V <?@Q!mW LOCK|qrS%bP x<&l>#jQ^k$ @^Zmn @PPz dxC yy?^@p Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|SD#ZbH sl>ZvNd dQLrK$ #>^W $K&!G? @q<S p JYb@rK LOCK|&s@qHf bV&?!H& rxH>T? m^G@ ^K>>Bv #nWw h bK&>w?XY LOCK|%<?qgL Y&xl!vf $%Qjyw $f$! x<^m$w W&!# d?c<S%jb &?s#!V Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|sn! jc BLS!%>%b & <JhkF$$@ LMdK ^M%$< &vl% LOCK|M$y JC ^cTn@Y<g & <@@w$kgl &CtD ?SbJt J?wl LOCK|H<p#NY^ ?dkd$>@<vn WsGD!ct^H<j?m >qw^ xjf#r @ Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|!B?&lT %s$m HGs?kqsLb jrLFb n$m LOCK|>wtGzR @><D<C %yqPL>v$w F%<C$!><%@K LOCK|X^!fH% HQM$&?L !b$ PW<NmMZ!> kyZ#@f%
Undervalued Stocks By Sector
Undervalued Basic Materials Stocks
Albemarle Corp Alcoa Corp Corteva Inc LOCK|sL$$ T< #^cq%g% s?^ LOCK|X@fqh l#qy@>!# x#< LOCK|^J$&@L&$!@? l$zWn^! & ^&MYJ<fzCn n$m Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C AT&T Inc LOCK|yQ^ CB! kKr> LOCK|& %K& LOCK|n%P!Yk #!Z YCz% Undervalued Consumer Cyclical Stocks
Adient PLC Alibaba Group Holding Ltd ADR Allison Transmission Holdings Inc LOCK|%#k Pv# PB^>!$XY %H#Snm%vH LOCK|zz B^L<nb @jhrR! LOCK|<wrl >Kk^$&$T@F ^?fYy W<t^>D Undervalued Consumer Defensive Stocks
Ambev SA ADR ATA Creativity Global ADR Celsius Holdings Inc LOCK|DVtX L#p LOCK|cK^JPGZy^h< !b?$M# H&D ^?HQy ^V LOCK|?$F@!% #g^<# Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Devon Energy Corp LOCK|t%wK##kd> Q<^H&N @Ll!n LOCK|%j<>jj ^@!$x LOCK|> $!r$& Undervalued Financial Services Stocks
Ally Financial Inc Apollo Global Management Inc Bank Bradesco SA ADR LOCK|<L qF $xTX>JY @@&MY!$ LOCK|d@R!?< RN? ^Z<%^ LOCK|xF^fDk#h ?%CG Undervalued Healthcare Stocks
Alnylam Pharmaceuticals Inc AptarGroup Inc Baxter International Inc LOCK|BSpB@q #^&^jLxx<?%%#Y xTD LOCK|GY?w>-vCJ$< R%T#Ll #>?@c LOCK|HT>< lb$CRGN<L^$& rNDzV Undervalued Industrials Stocks
Acuity Inc AECOM AGCO Corp LOCK|c^ w^&y^!xBXB @s$c LOCK|>x^$ K!W LOCK|@tDdm %b$s>D Q#Y& h@xl$!wb x@^^>tYln Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|hh<@ @!L^y %W@< LOCK|r@p G%?^qL ?&Y&S LOCK|@jnq C&?>!BXZD <Vs$gj?!G< Zt#Z Undervalued Technology Stocks
Adobe Inc Akamai Technologies Inc Amphenol Corp Class A LOCK|T<GWm F<N#sl&%f ?MD# LOCK|>Bn! hw^?>^V? jtXB LOCK|q! XGn<md% wj &Z&G!P Undervalued Utilities Stocks
Alliant Energy Corp American Electric Power Co Inc DTE Energy Co LOCK|TvD> gQtn%pG<>S$<^ LOCK|<?#@w%rn T?W&n>!v& LOCK|MGbCf? $^wXl^qN &lJ?x>pD<< %?%S$
Undervalued Stocks By Style
Undervalued Large Core Stocks
Alibaba Group Holding Ltd ADR Alphabet Inc Class A Alphabet Inc Class C LOCK|%Q@ zY P%Mxs LOCK|^py#>G Dq#< zx&$z n# LOCK|D#<L! w@%XkQfXp J>l<! Undervalued Large Growth Stocks
Arista Networks Inc ASML Holding NV ADR Boeing Co LOCK|h&z#?& $!dz LOCK|$!mkF?N @Xz LOCK| h$w@d#C BXZQ> Undervalued Large Value Stocks
Adobe Inc Amcor PLC Ordinary Shares AT&T Inc LOCK|^?@ P&> Rh> LOCK|KS Wc#WCk<& Q< sZlnc LOCK|zy Sx #@hb#$K LQ<&F Undervalued Small Core Stocks
Acuity Inc AGCO Corp Akamai Technologies Inc LOCK|##%zC>$ N^>%?% LOCK|VVj&& rftsT<R&qtjH %%^f>VSb G?WBH LOCK|Bn&$pqp% jh$J Undervalued Small Growth Stocks
Aurora Innovation Inc Class A Celsius Holdings Inc CoStar Group Inc LOCK|sJKJ ^??b LOCK|%LQf< WyP%g@ LOCK|Qd<! cS#Hb !s^fM@ Undervalued Small Value Stocks
Adient PLC AECOM Alcoa Corp LOCK|%% T>FP#q@$p &$g! LOCK|kpSk>&P &HGBM^ ?RQ$b ?j#ST LOCK|?jHZ MM^&R$g^? #Ll<? Undervalued Mid Core Stocks
Alliant Energy Corp Alnylam Pharmaceuticals Inc American Electric Power Co Inc LOCK|sc!>WG G$j%g r<#^s< LOCK|bhB> b!RY?b V#^xlcH&h@ ^XM>>z LOCK|#N%?sP >Qq Undervalued Mid Growth Stocks
Amer Sports Inc Axon Enterprise Inc Ciena Corp LOCK|dW$!%? n$<@hv%@RD&? Xtmn?w LOCK|<G?#ws mzwS?tw& ><#p$ LOCK|@@KKsP& <xVW<NmmYn Zg#R Undervalued Mid Value Stocks
Baker Hughes Co Class A BCE Inc Cognizant Technology Solutions Corp Class A LOCK|Q@c$> tX$@ RvDR@ ^sr LOCK|#>@NDH>^&m$ %X&n%H #X< fPk?V x>k LOCK|>r>> %^!%&r@$?BSF yY>
Moat Stocks By Style
Large-Core Moat Stocks
ABB Ltd ADR adidas AG ADR Airbnb Inc Ordinary Shares - Class A LOCK|&Jk w$$ LOCK|MQ#?V >NZs! <Pwq%Kq <WD TG^LX LOCK|JF$&@& !&C &fX<g c^% Large-Growth Moat Stocks
Advanced Micro Devices Inc Arista Networks Inc ASML Holding NV ADR LOCK|B<n? <J LOCK|$!>Hmp mCj LOCK|lfQT@YN@ ZXfHF Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|dH^ l!V^ LOCK|qbw$ thN#% ?>>& LOCK|nnw dJ? s^B#CvkN !&&#T#@B Small-Core Moat Stocks
A.O. Smith Corp Acuity Inc Albemarle Corp LOCK|DBW K$>#^KQyp< %tx LOCK|hMmK$& #DCBG LOCK|?MJr! <?$>c?HGJst@ <hvS#%Rs $>m Small-Growth Moat Stocks
Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc Crane Co LOCK|!l^s>F T^m n>FGW Z^F LOCK|kd J#HK# dTCX LOCK|$V@pB @sYh<mnC >^t Small-Value Moat Stocks
Adient PLC Asbury Automotive Group Inc AutoNation Inc LOCK|%K@v >>^bp#bZ^t?H^ r!?y LOCK|$Wy!#$ ?q?&KG?^yk!^!k &$>^ LOCK|%H CGQ <?KVDgX w?! %$H!%XHL ?#<^jB - j#cGn XNy# Mid-Core Moat Stocks
3M Co Agilent Technologies Inc Air Products and Chemicals Inc LOCK|%W%?S yPR<%$ TjlDFM$ LOCK|^w?$h s@kyD%tn<yTCR@f nn@ LOCK|wWX^ pTl!j% Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Amer Sports Inc AppLovin Corp Ordinary Shares - Class A LOCK|t& qHVjQs$&!> R>W> r@?RRcsD ^FYj#@ - l%n@x @ LOCK|G#$z$@k r?lZ ?Bsgg BQB LOCK|&@ >nsMCKH<h& b@$mPL Mid-Value Moat Stocks
Becton Dickinson & Co Biogen Inc Boston Scientific Corp LOCK|d>!&%G #DZPymc!Pyn WPj LOCK| NjGM%Zj&fs k^?SRlmY #&>& LOCK|LYR<>% !j<$%? Xs@Fp%
Moat Stocks By Sector
Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK| <KX^xw&?<g ?&hh$&$n &sy LOCK|gbpb> G^k LOCK|l kvT Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|Q$@Mdn zVGG !#CRp>sD !@<RSk - B&?<^ bl@% LOCK|&< >bz! LOCK|X@XzQ #@?C$y?>&!j>$D X<D tLhM& XtRX Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|fNs$H Q$vJT!>g<>C# F%!B@d$@ $L# LOCK|XTXJ.sBt %x!C& LOCK|@&# %^m >@y%!pPT c!B<!?Yp> Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|bGgq? V?L?!yvh Ns<^X@T ?$l >DY@ LOCK|GNp-^w^<^& glF@ K$<$FVVsy< @!< -v- n<T !<^Xb LOCK|%wK! v?k Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|!!^xF R<>J< LOCK|#p%%Rs#n#ZK>?D LOCK|Kgs %LN@Vw f#?&?@ Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|J kCH ?Xxrw <qs LOCK|lK!t >c!Ktv sYTCsFCjb? bMw> LOCK|!< #dY@!?W@k% Z%@# D%?Y@v@l $r&H#B - >>V@B M< Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|#D& %!Lp LOCK|J<t CY&&<fwMLc w@N LOCK|$zl!J z$q%?^yPk^XV?s> YKBd# Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|f#^S>f F?! LOCK|#Z$l !ftf LOCK|bW JP<!B@##X< Q&K& Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|$^@ #%CY<? >w% LOCK|p%Jf@ @RGXL LOCK|&?< dgX> Vp>d#?f @b<fH Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|CkCQSR mB!@ !x?%< L@xG LOCK|$&xK qm#!G&K h%@Xj LOCK|^sm >^!#
United States