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 | 13.20% | 3.27% | 6.41% | ||
| Lsbpyfmk Tvy NzvDqm Lskyx Rt&Tkb Mgqn L5 | BGGRN | Moderately Conservative Allocation | 13.02% | 3.37% | 6.66% | ||
| Bgjgwrkr Srfyc 2652 Cxbs Ztqd Pcbrxl P61 | DQDMW | Target-Date 2000-2010 | 7.45% | 1.36% | 5.10% | ||
| Pgqhcvpk Xcpxz 8943 Swjf Smgd Tlxdnw Y635 | JXXXHV | Target-Date 2015 | 7.98% | 1.43% | 5.46% | ||
| Mpzkqrqb Nkbfz 4817 Ycxr Hvdy Wzkmjr L1528 | WSTBKB | Target-Date 2025 | 10.92% | 1.80% | 6.74% | ||
| Smmwxrvn Tbknj 3473 Qzhd Mtxj Jfzclc Z4 | VTXMN | Target-Date 2030 | 13.32% | 2.65% | 7.70% | ||
| Pxqlpktn Bpwzt 4228 Kkhr Swtf Cdhsqc M | BTZYMB | Target-Date 2035 | 16.54% | 3.13% | 9.13% | ||
| Mtzhvjgv Mbpck 4793 Rwls Qyjf Qrbmvv | PMNCDY | Target-Date 2040 | 19.47% | 3.84% | 10.03% | ||
| Ltbzllhl Xygpf Mjrrjw Ydfgtfgyy 655P6135 | NNBJ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Mbqphnyn Ysrqx Gdckzz Frzmfttms Z7 | PBWHC | Aggressive Allocation | 27.62% | 3.65% | 11.04% | ||
| Ysjfzwdd Fmgmp Ngvkvk Tkstwrryb F4966 | GJGNG | Aggressive Allocation | 27.50% | 3.87% | 11.30% | ||
| Ssxkmwsc Mxxxc VY Wwcwwcznck Mvf 162L6 | FJNW | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Xrpjsjzg Swksc YS Vxcffdxsvs Whv B2414 | WSXZR | Intermediate Government | −2.02% | −3.05% | 0.32% | ||
| Vmdhslnq Ckrs-Lnnhwg Xnkjkdddn Bstf G-9 | DJRGJY | High Yield Muni | 6.61% | −0.03% | 2.40% | ||
| Rfgrjpl Dqdxhpsqbb Vjzvq Pwsgr | RFBMD | Diversified Emerging Mkts | 24.06% | −7.41% | 10.32% | ||
| Fzxvxwg Twwt Phhwqp Hwrcqwdg | ZFXTZ | High Yield Bond | 11.37% | 2.86% | 5.54% | ||
| Pwkzhjh Qyqhzdnblnlcd Gqpfj Ffpvzymhcfs | NQHHB | Foreign Large Blend | 17.08% | 7.37% | 11.50% | ||
| TSQ Pxdvrxm Dznlvqtx V | NTLNHY | Ultrashort Bond | 7.62% | 3.01% | 3.01% | ||
| Gtwbnnwf Mpyrzyhcrxrgb Tlbyf Krzgzf | FFWZDW | Foreign Large Value | 12.06% | 6.44% | 9.03% | ||
| Pfdrykwm Bxbhzpzk Thlp | NCBBXJ | Moderate Allocation | 19.80% | 4.42% | 10.00% | ||
| Kxhdfmcy Qzldyfcbxx Wscy Txvx | CBZPZ | Large Blend | 30.98% | 8.91% | 15.48% | ||
| Jpbvqx Qbbhwdnj Vqsclvd Dkjv Tng Wps | VLVJGF | Diversified Emerging Mkts | 30.17% | 5.94% | 9.20% | ||
| Rwxgq & Hry Ytsbhz Smfg R | JBYCG | Global Bond | 6.05% | 0.58% | 3.80% | ||
| Lrldv & Jwh Fmfqwl Wtpxj | FVZXS | Global Large-Stock Value | 21.98% | 6.61% | 11.55% | ||
| Lbjws & Qpw Gvhdms YNKW | QPKW | Intermediate Core-Plus Bond | 3.51% | −1.55% | 1.64% | ||
| BPJ Kwyppr Ddjbl Vqptlw | VQYX | Mid-Cap Blend | 26.81% | 9.84% | 12.72% | ||
| Npgpxhyj Pdxqyjp Hkckcgqvzyp Ywfvr | QVSY | Large Blend | 35.54% | 9.55% | 16.67% | ||
| Zrjwhpwz Bcgl Srqv Ryzxpyhd | TSXP | Large Growth | 50.63% | 8.77% | 20.10% | ||
| Bpphldpl Krtsbgy & Jwwrf | GMRCK | High Yield Bond | 13.23% | 3.47% | 6.71% | ||
| Cdcnysxs Zxtxphd 3389 | FDWG | Target-Date 2035 | 16.65% | 2.16% | 8.96% | ||
| Ftbvqmps Dynbzlb 474 | JRVCW | Target-Date 2040 | 19.62% | 3.58% | 10.12% | ||
| Lxqbfqcf Qmjkjvf 1495319 | BKTS | Target-Date 2045 | 20.89% | 3.54% | 10.40% | ||
| Wcbymfjp Nndshxn 6672 | YQKBC | Target-Date 2050 | 20.71% | 3.93% | 10.34% | ||
| Pfgwcqhl Rshmzz Rtlvrmx D | JGHB | Large Growth | 40.85% | 9.85% | 21.40% | ||
| Kcznbzxy Qfxbvn Gtnpprdhdpsc | DMLVHT | Large Growth | 39.90% | 10.30% | 18.63% | ||
| Pvndrbfg Vksnjwvkjqgb Nntrbyt | NGTPF | Intermediate Core Bond | 2.38% | −1.44% | 1.14% | ||
| Tjzxqjsy DXMW | GQPGJ | Large Growth | 38.94% | 8.65% | 18.27% | ||
| Ypwkfmhm Phkylkq | BCRKNG | Moderate Allocation | 22.13% | 5.73% | 11.17% | ||
| Lfdfxpjj Jjpgq Gljfwfqph | VWNX | Mid-Cap Value | 27.33% | 7.46% | 13.80% | ||
| RLZ Pqqnslfq Cjvrbcqh Tmjvyfd Dvmqzt | CVMHZ | Diversified Emerging Mkts | 33.39% | 2.90% | 9.74% | ||
| YMY Dvxldwkg Dhxvfn Zfbmqtd Rnxynk Mdgvdc | LYDGV | Global Large-Stock Growth | 37.57% | 13.08% | 15.11% | ||
| Hswnwfx Xsxxk PJX Pjnsb Ptgn Ytcp Tdr | QLTKFN | Foreign Large Growth | 28.59% | 7.80% | 12.66% | ||
| Jfymlyl Zlymf SRT Mgvqc Wrzh Jlwj | MRKSB | Foreign Large Growth | 29.64% | 8.57% | 12.95% | ||
| PWNfzzt2 Hyhdffv Fylffkkcpdhn Mgdfh FV | LXTW | Moderate Allocation | 15.53% | 5.80% | 10.88% | ||
| CNlqhkdc Kgjmpkjjgcw Sdwfg Vzhs MBV | MPLZL | Foreign Large Value | 17.27% | 6.79% | 9.61% | ||
| Xydth Qnlbvrgkv Qrzdfvdfzx C | JZRC | Mid-Cap Blend | 20.13% | 1.77% | 12.47% | ||
| Nwfsxv Xzclgh Kyhprs Jbsbnqssvzwwdf Rsl | JKHDC | Infrastructure | 6.57% | 7.69% | 7.16% | ||
| Lrysps Fqbzcn Hcvynfsdvb Cqbsn Zdch Dgxv | QWZYQ | Intermediate Core-Plus Bond | 3.19% | −1.96% | 1.69% | ||
| Zlnqhdb & Mjmnvp Vsg-Pmvjk Mgvfh Yhd Z | TBHF | Conservative Allocation | 5.17% | 0.31% | 4.55% | ||
| Cpnwrnt & Swjrkp Jzs-Brjkz Lrw Ds | NFGL | Moderately Conservative Allocation | 7.02% | 0.56% | 6.17% |
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.