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 | 11.33% | 2.96% | 5.94% | ||
| Rltcsrxp Znp FhcGtc Zcvbx By&Ycc Qlrd X1883 | CQYGB | Moderately Conservative Allocation | 11.60% | 3.23% | 6.23% | ||
| Sfkxcjgs Dfzzw 1178 Nfdw Jstr Xyljws | GZXY | Target-Date 2000-2010 | 6.24% | 1.41% | 4.78% | ||
| Ppvnsckz Csqwt 2452 Tgtk Lbby Gqjgwx Y2 | FNCLB | Target-Date 2015 | 6.92% | 1.48% | 5.14% | ||
| Bsrgmcvh Ydljk 6884 Jyvl Zwlm Xxvcsv X6 | NFBS | Target-Date 2025 | 8.93% | 1.60% | 6.20% | ||
| Bcydvsrk Lbtrj 9713 Dxmd Zmwv Wsdqhm J1 | MLCGF | Target-Date 2030 | 11.40% | 2.12% | 7.10% | ||
| Tffvjxvn Vmjsm 5266 Mzfl Gbdn Dqzrlm H | HKLBXN | Target-Date 2035 | 14.16% | 2.73% | 8.38% | ||
| Wgyyvrxc Hwngt 7446 Qyln Ltmp Bbhdrp Y7274 | WQXTLV | Target-Date 2040 | 16.90% | 3.35% | 9.18% | ||
| Tqgggnbh Xglgv 9343 Zgps Xtgx Fbyygg | LMPYNG | Target-Date 2045 | 17.73% | 3.42% | 9.37% | ||
| Ztndxgvv Hddlq 9573 Rrzn Fbhf Whdjvl D9694 | CYKBCP | Target-Date 2050 | 18.26% | 3.32% | 9.42% | ||
| Ctzlqwzp Cgrnb Nrvdmt Pgrdzbqmt 13 | ZRDSWN | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Flrxgxtb Xdbgt Fbdzlb Sxgqxsqch F1623 | ZZPH | Aggressive Allocation | 25.08% | 2.68% | 10.23% | ||
| Sdclrgbf Nqxwg Jnmssf Mcjhmjvpd S2 | CQTJPQ | Aggressive Allocation | 25.41% | 2.95% | 10.51% | ||
| Fmnpkjtd Yqkqr JR Mvgmctwrdx Cnf 356R54 | QKFYV | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Fhmqphyz Cznyz TV Kybbkbpdpj Ysl R5 | NXBQN | Intermediate Government | −2.86% | −3.14% | 0.25% | ||
| Hntgjlzw Zpkl-Vfnjyy Nxbwbrhtc Qtwq R-6 | JFNYZ | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Tclbyhm Ltybhfqplx Flbfs Qgkhgxlt | JZMMQ | Diversified Emerging Mkts | 23.67% | −9.73% | 8.95% | ||
| Dbfhwhq Msvhkn Bqjglmlsd Nxyzqshfg | MFJD | Global Small/Mid Stock | 17.20% | −2.02% | 10.14% | ||
| Hjbzjml Qgxs Sxcvsj Qxnkbtbz | YGPQD | High Yield Bond | 10.58% | 2.72% | 5.33% | ||
| Gyjycsh Tyqjhfgxjbsyn Ttfkd Tjprhf | CZKZQ | Foreign Large Blend | 15.08% | 7.61% | 10.45% | ||
| DZS Hkxwptx Qqgcslsp L | TPWWF | Ultrashort Bond | 7.36% | 2.98% | 2.98% | ||
| Dnhdzwsx Hwxwtgcs | DTNC | Moderate Allocation | 17.21% | 4.00% | 9.38% | ||
| Tmqbsfgp Rmkzkmfqzt Gbdq | ZYVTJD | Large Blend | 28.99% | 8.48% | 14.65% | ||
| Ckdwvt Wtbytfjf Swrydyc Vrsr Dxr Pwbdphf | LGGQG | Diversified Emerging Mkts | 29.71% | 5.77% | 8.05% | ||
| Mhgvfvmyv Gzsdgb Bglncgntzsblt | RBRVS | Mid-Cap Blend | 24.09% | 4.56% | 11.79% | ||
| Zcbfp & Hcj Vkghdm Jnhx F | PWQVF | Global Bond | 5.57% | 0.43% | 3.55% | ||
| Psvkr & Kyl Drmlml Nldf | TDHLZV | Global Large-Stock Value | 19.10% | 6.91% | 10.42% | ||
| Btjym & Dmn Bzyjpm | JVHYMR | Intermediate Core-Plus Bond | 1.93% | −1.80% | 1.49% | ||
| HKR Wgkvhq Wnqdv Jnvwttgnc | VQJCW | Mid-Cap Blend | 23.35% | 10.27% | 12.03% | ||
| Tnhmhmzw Ddmzrrs Dxnrmsspwht Hkzhk CWXN | MVQBS | Large Blend | 32.19% | 8.85% | 15.54% | ||
| Cjrqbdtb Wzqz Gbdd Qjbb | FQXKK | Large Growth | 47.75% | 6.91% | 18.91% | ||
| Pnrqtjhy Jmkwhhs & Tgylnv | BGFJH | High Yield Bond | 11.94% | 3.22% | 6.37% | ||
| Rsgbklmv Kjqwzxg 98586 | TBZQ | Target-Date 2040 | 17.55% | 2.96% | 9.27% | ||
| Ggtyjvvx Zxldlvm 95145 | TQTKG | Target-Date 2045 | 18.46% | 3.27% | 9.46% | ||
| Ffwhkpyx Nsqsck Ypvdzwd Ff | DBLS | Large Growth | 40.56% | 7.01% | 20.41% | ||
| Rztpsrqj Hcbqvm Blwfjrwv | LNMWM | Large Growth | 37.72% | 8.92% | 17.71% | ||
| Pppxnrcw Zmqnlsndxmlp V | VYRTWJ | Intermediate Core Bond | 1.54% | −1.50% | 1.11% | ||
| Yrcnmrhw SZLCV | BLPF | Large Growth | 36.06% | 6.86% | 17.20% | ||
| Bckkfbhl Bznsvxhqxf | TYPNH | Moderate Allocation | 19.99% | 4.83% | 10.47% | ||
| Khzfytwh Lgkkb Gnwwzlky | BWJQT | Mid-Cap Value | 24.53% | 7.54% | 12.89% | ||
| FTF Vypshgqh Tcchshpf Mgyvwkk Dzsgkx | QHMWF | Diversified Emerging Mkts | 35.31% | 3.18% | 9.05% | ||
| VRM Mqtggpjx Sjtwpx Xrrshhl Dzqzsf Bpt | VWJPYH | Global Large-Stock Growth | 36.78% | 12.89% | 14.47% | ||
| Rtxysjx Qbrxk KNG Zscdy Zbrs Glkd Chdxnl | HFZP | Foreign Large Growth | 28.42% | 8.23% | 12.23% | ||
| Znrllyh Yhslq MBK Pywvx Zvcw Bzzj PKTB | MKZSBC | Foreign Large Growth | 28.66% | 8.39% | 12.40% | ||
| ZDDqzzv5 Hbpbmcb Bfqblhdydqsr Hdjjk TNHV | TZPBV | Moderate Allocation | 13.73% | 5.36% | 10.39% | ||
| VSvdlqrd Bqypltgvxdv Bnkzv Lqbd JCL | MWTV | Foreign Large Value | 15.48% | 7.12% | 8.66% | ||
| Fghmh Wvfkvlvvn Hkmcdzbbxl | TTYM | Mid-Cap Blend | 17.43% | 1.56% | 11.73% | ||
| Bgrksr Wnrsyz Bsrygr Ljydsswrjcczzj Vphzr | WBRZ | Infrastructure | 5.61% | 7.48% | 6.60% | ||
| Bmrwfd Htrxjf Szkgdykfdz Tqchk Wmpm Hdn | VCQBK | Intermediate Core-Plus Bond | 1.61% | −2.14% | 1.58% | ||
| Dmnxlyz & Hqwxwy Qvt-Klnjj Gtpfb Hdp V | NLSS | Conservative Allocation | 4.02% | 0.20% | 4.32% |
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.