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 | 11.41% | 2.89% | 5.91% | ||
| Dchznlwc Jzp HrpNqf Txppc Xk&Yyr Ndgh | KDDZT | Moderately Conservative Allocation | 11.68% | 3.16% | 6.20% | ||
| Phdpmbxx Jqbsf 9467 Jxqs Wvwq Zmzjth | FHJXV | Target-Date 2000-2010 | 5.76% | 1.32% | 4.67% | ||
| Pxrrcyhn Gkfgy 5796 Nqzr Pnhj Bgrkwc C737 | TWGYP | Target-Date 2015 | 6.56% | 1.37% | 5.01% | ||
| Gvxlndlk Cjzdy 6939 Xhfq Ybbt Pxfdsd | GYZMLB | Target-Date 2025 | 8.71% | 1.47% | 6.08% | ||
| Hzypllph Qymjh 7232 Xctv Gkqr Ngswdd F | BRNMP | Target-Date 2030 | 11.35% | 2.00% | 6.98% | ||
| Dlwwdbls Qllcs 9689 Gdvd Cbkm Zbhhxc M | DMKKMD | Target-Date 2035 | 14.39% | 2.64% | 8.26% | ||
| Lcbjflks Fyprg 7784 Mvjy Kkps Klxzwf R9 | NZZX | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Qmgvdvmn Bdxss 3444 Szlk Xzzl Szxxxf N3 | CJDLB | Target-Date 2045 | 15.74% | 3.35% | 9.13% | ||
| Gtjwrszk Hgnrf 8831 Ndrv Vzsr Vmwzjs T1336 | LRVBH | Target-Date 2050 | 15.81% | 2.88% | 9.19% | ||
| Vgdhwfdz Lwqdj Zvphnn Cpntyyvjk 325Z37 | BRXZ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Vvbqpvmt Rsgsn Xrfhrd Dxwlvmtwj | NXTW | Aggressive Allocation | 24.67% | 2.72% | 10.17% | ||
| Mqnybyzx Xnvyh Hwkbtc Qklpzgjcf D9528 | CRYZL | Aggressive Allocation | 26.53% | 2.81% | 10.32% | ||
| Psnycpbq Xlmkg BT Wxtyrxwqgl Ylp 195K581 | YYRVJY | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Pnvgtrps Fwxfd BW Blgvfkcbmw Bwr | MSRBZB | Intermediate Government | −4.09% | −3.49% | 0.04% | ||
| Lfyybqdp Rlzn-Wqgztw Flknlcdpx Cyvk Q | NWGYGT | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Vjdnsmx Dwqnvdqmms Sbsfv Qgkzzhtq | DDQJT | Diversified Emerging Mkts | 21.56% | −10.91% | 8.72% | ||
| Mbwczcq Zcqmkq Jnjxvlghn Tqgdkwc | FYZRH | Global Small/Mid Stock | 16.03% | −2.27% | 10.27% | ||
| Rqtkjrh Znyl Qclmjh Bxhyhmvg | SMDM | High Yield Bond | 9.83% | 2.58% | 5.28% | ||
| Tskprgl Rktdcwcjvqddk Vqltp Grdghvjh | TYGXR | Foreign Large Blend | 12.14% | 7.05% | 10.00% | ||
| KDN Dsvvfrk Sgvftvkr | CBWYKP | Ultrashort Bond | 7.12% | 2.92% | 2.96% | ||
| Nlncdxjw Pddfkdcb Kpcx | SBXNPQ | Moderate Allocation | 17.40% | 3.76% | 9.19% | ||
| Kyjxkqpq Cznlnqqqqt Xsmc Zsd | VTLDZK | Large Blend | 27.68% | 8.51% | 14.46% | ||
| Ptgqjm Bfhgqnlf Cjvrvrf Cdwx Mrh Wzlk | GYDKW | Diversified Emerging Mkts | 25.64% | 4.92% | 7.36% | ||
| Cfyqshmlw Qsfflb Vflhcxzfjwjsj | MNPJ | Mid-Cap Blend | 24.73% | 4.73% | 11.99% | ||
| Kfpwl & Yvv Twtxrp Lryv | DMQQP | Global Bond | 4.08% | 0.03% | 3.34% | ||
| Krsgy & Zjz Mvslgp Nymcl | VNVK | Global Large-Stock Value | 18.76% | 7.21% | 10.41% | ||
| Qmdhk & Hxr Styrwr WXK | SHWWR | Intermediate Core-Plus Bond | 0.53% | −2.15% | 1.27% | ||
| WCD Ffrtny Rcskw Hjttbgctr | DVXBZP | Mid-Cap Blend | 22.73% | 10.31% | 12.00% | ||
| Ggrtrvcd Spdlpfk Vmcmmpm Szjpjshzkkp X | GPLKSS | Large Blend | 26.36% | 11.07% | 14.14% | ||
| Nrlrsybv Lhfphgb Lktlgdtqdgl Jjkz | WRTYC | Large Blend | 34.22% | 8.85% | 15.32% | ||
| Ckbqkksw Sbtk Xlrf Mwwghpxyd | GDSSS | Large Growth | 48.78% | 5.81% | 18.12% | ||
| Lbcgvbvz Xpxlfkw & Rbsppr | CZNH | High Yield Bond | 11.32% | 3.04% | 6.18% | ||
| Rcpmrnht Dchnmqqs Znvk Gbft Ghfxfgq | MPPRZ | Bank Loan | 11.13% | 5.89% | 4.89% | ||
| Ljwjpdqq Tlyfvgq 6 | BXHH | Target-Date 2040 | 16.50% | 2.79% | 9.11% | ||
| Yfypxmwh Vcxnjzf 4 | PVGL | Target-Date 2045 | 18.20% | 2.87% | 9.25% | ||
| Fsgjcmyz Cgfjgz Lckpxwj Bmfq | GYDZTH | Large Growth | 37.79% | 6.22% | 19.78% | ||
| Zwwxthys Cbcfgb Fcxbmgbgv | QCMSC | Large Growth | 40.04% | 8.40% | 17.30% | ||
| Lwcdzrsb Wqtlhdnzfgwf Yf | NPWRW | Intermediate Core Bond | 0.76% | −1.73% | 0.99% | ||
| Gpzmgytp RZ | FXJDS | Large Growth | 38.20% | 6.19% | 16.66% | ||
| Lvtjgzrk Mxkln | WYJFYF | Moderate Allocation | 20.66% | 4.73% | 10.24% | ||
| Mtkmbkpn Ctrrk Jmbhtyvjdly | BSWSQ | Mid-Cap Value | 25.45% | 8.19% | 13.04% | ||
| PRV Rvfklqqx Mmynwygf Mgvxkpw Tjqjtt | JYYGY | Diversified Emerging Mkts | 34.45% | 2.56% | 9.33% | ||
| WMY Nbhcxtkw Jgbrdq Pnmccnx Nwcmhl Cplkfr | VKNBV | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | ||
| Lxszyhv Jgxqb WBV Slxny Cwvb Cdqx Fwtfbq | MVCKQB | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Fqrhffj Grgbq DYT Kfczt Pdwp Fwzk DS | FRLGN | Foreign Large Growth | 27.36% | 8.32% | 12.50% | ||
| YPZlctj4 Yghgfhg Mpvbqsvtfgjb Glbzf KF | NXCC | Moderate Allocation | 14.56% | 5.31% | 10.34% | ||
| SDzjbvhy Kwyvftwkpgz Qhhzt Fhhv ZMX | PSSY | Foreign Large Value | 12.30% | 6.52% | 8.50% | ||
| Wkgvp Yznzvwdlv Kfggrdrkr | HYFL | Mid-Cap Blend | 18.26% | 1.87% | 11.90% | ||
| Bnprqg Kbkpkc Nkykrk Xmfllpjmsdqqbk Phnywzm | KVVLFX | Infrastructure | 4.50% | 7.64% | 6.59% |
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.