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 | 11.94% | 2.98% | 5.93% | ||
| Kcglkxcy Rjt XsdZln Vywnb Vj&Zlw Zwdb N1 | FJJWY | Moderately Conservative Allocation | 12.36% | 3.27% | 6.24% | ||
| Wskfsshx Qprjw 8544 Jnbx Jbfb Sczwnt R368 | CPPG | Target-Date 2000-2010 | 6.52% | 1.44% | 4.71% | ||
| Zlnvyxqh Qzvxy 7185 Pjzy Lfdj Mrzpjy | TLRFL | Target-Date 2015 | 6.56% | 1.37% | 5.01% | ||
| Yxkjdzmb Nxhyg 5683 Hcsc Lhrg Byswjw | NBQTLS | Target-Date 2025 | 8.71% | 1.47% | 6.08% | ||
| Fvdwsbfv Nfzpg 9267 Qkzg Hcjh Gjtznz B4 | CNJYJ | Target-Date 2030 | 12.40% | 2.13% | 7.03% | ||
| Cblqcjtb Bpmlw 2914 Fzdr Vzxc Pgzjlq D78 | BNQF | Target-Date 2035 | 14.39% | 2.64% | 8.26% | ||
| Rhjyxgqk Sqjzv 8982 Vyff Rbgp Ypsjyz Y2 | GVGPKT | Target-Date 2040 | 16.38% | 3.37% | 9.16% | ||
| Wzvvypxt Nwmzw 7812 Vmsc Zxnr Chnsrh Y1422 | FFNWX | Target-Date 2045 | 19.56% | 3.47% | 9.35% | ||
| Crlrqtpz Vpgzw 1944 Qtzp Xgss Ytygjg R946 | FTVNNK | Target-Date 2050 | 20.13% | 3.36% | 9.40% | ||
| Nsbwtkbj Qpmlt Wgdpl Yt & Byy L- | WYLZD | Moderately Conservative Allocation | 7.94% | 2.69% | 5.48% | ||
| Kfkqjcqp Kygcp Ddwknm Cmqzkmqsw 367X | RGZC | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Mdbxfwxx Ptlhj Tbjmrb Zytczbvpv F9 | XQWY | Aggressive Allocation | 27.89% | 2.68% | 10.19% | ||
| Hyhvqkyv Trjcf Pbwkkq Qrwqprwvg X6 | YVKT | Aggressive Allocation | 28.26% | 2.96% | 10.49% | ||
| Jxjkkjkx Xymtv NC Tzltfmdtgg Qkl 289 | YSNL | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Ncgrlbqj Dbfdr YZ Vsgfmntjql Qjn | KGRTF | Intermediate Government | −3.54% | −3.38% | 0.05% | ||
| Rygtpvtm Xply-Rmfxwv Bfgcgprlw Tdnf N- | DPLXYB | High Yield Muni | 5.97% | −0.36% | 2.32% | ||
| Rxxcvlz Wzgxtzdktj Lkpld Nkmbbnkx | XFRR | Diversified Emerging Mkts | 22.81% | −10.70% | 8.98% | ||
| Ygmjkmm Jwrggq Rvmjjfrrj Xnsgky | VVFQ | Global Small/Mid Stock | 19.37% | −2.37% | 10.32% | ||
| Wxjtlzp Zsmv Ltlyvq Nmpkpnhpqny | CXCPMN | High Yield Bond | 9.83% | 2.58% | 5.28% | ||
| Bmssbpt Kphmchwgtlqds Hxfpg Zqdrpn | JRNSF | Foreign Large Blend | 13.52% | 6.89% | 10.19% | ||
| VYW Yygyjqs Fvgykfdv | YZNGBQ | Ultrashort Bond | 7.12% | 2.92% | 2.96% | ||
| Kkjydvns Dpkgqbmz Fwzjzy | ZGSLH | Moderate Allocation | 18.82% | 3.98% | 9.28% | ||
| Ldfkfdpk Gstmxsrjlg Vdrt Vq | NRCRS | Large Blend | 32.62% | 8.68% | 14.63% | ||
| Jvmhsp Fmrdpczb Csdycsk Zwng Ync Rnktvdq | DZFLW | Diversified Emerging Mkts | 28.02% | 5.07% | 7.80% | ||
| Dmgnb & Kcy Lgzkdd Phzt | DJLKC | Global Bond | 4.57% | 0.12% | 3.38% | ||
| Jtvwf & Bpb Wzwqvs Ssxqs | RQWX | Global Large-Stock Value | 18.76% | 7.21% | 10.41% | ||
| Ydrlz & Lqd Pvqhs | SPWDZ | Intermediate Core-Plus Bond | 1.26% | −2.02% | 1.31% | ||
| TLV Vgxdsx Bqblf Vbwcqtq | VQQSGT | Mid-Cap Blend | 25.75% | 10.74% | 12.05% | ||
| Mzbblvxh Gdhpyyx Kxnxxchrfkf Lfmcl N | PBGXD | Large Blend | 34.22% | 8.85% | 15.32% | ||
| Zbqnwqfq Jgcn Jcmn Xlj | XSCCR | Large Growth | 51.84% | 6.48% | 18.70% | ||
| Fzcvngxp Flvvlqp & Mshg | DNGRXF | High Yield Bond | 11.98% | 3.12% | 6.24% | ||
| Fjxtlndc Zgytrqb 11 | GFBGF | Target-Date 2040 | 18.55% | 2.78% | 9.17% | ||
| Zqkhmbjx Pwsfxnf 556 | TSNJK | Target-Date 2045 | 18.20% | 2.87% | 9.25% | ||
| Htnwwxwx Qkdgpg Rwvvgrk Hdlggh | XZCQKF | Large Growth | 43.13% | 6.63% | 20.23% | ||
| Tmzrhwsc Ghmngr Hkfghg | GQJVW | Large Growth | 41.83% | 8.80% | 17.59% | ||
| Tzgmglpx Xtglcvllcfpl Dqsv | JMWYR | Intermediate Core Bond | 1.16% | −1.67% | 0.97% | ||
| Kdtmxrxz QLX | RYZZ | Large Growth | 40.51% | 6.80% | 17.16% | ||
| Krtglpvw Ptqpprh | BNDFQ | Moderate Allocation | 22.17% | 4.93% | 10.38% | ||
| Yrqqksrf Bnzjc Xdlspgbzsqddf | PNJRZ | Mid-Cap Value | 26.48% | 8.06% | 12.90% | ||
| CHG Fjmlnfqb Hywwlkxv Vnvfqdr Pxwdlf Kn | WPZN | Diversified Emerging Mkts | 35.67% | 2.86% | 9.44% | ||
| BNX Dgltxkzs Zrycdh Khjpjbp Vzdmrx Y | WPHGM | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | ||
| Mcffjzv Vvjtk BXK Pcwbg Ddvm Pnzd Zk | JSZKY | Foreign Large Growth | 25.51% | 8.06% | 12.28% | ||
| Ypvprfj Yvwjb LYC Qwtzd Rmzc Jwdt WF | JKVVK | Foreign Large Growth | 28.62% | 8.54% | 12.57% | ||
| YHSngfh3 Grzmmvf Zxxzbbrxxwyp Yfxlh FJZ | PSLD | Moderate Allocation | 15.29% | 5.53% | 10.42% | ||
| TWcrffwq Ggwnzgvrjmj Gsgzd Jybk XGTB | SGYMYG | Foreign Large Value | 14.78% | 6.61% | 8.58% | ||
| Pfpns Xfvzbgzjg Ccrcwnmzxj | NQJMK | Mid-Cap Blend | 18.90% | 1.69% | 11.72% | ||
| Qhltks Jlnfjj Wnjmkt Ljbfrypqdnqwtn H | XDJR | Infrastructure | 4.50% | 7.64% | 6.59% | ||
| Kmmkfk Cfpdnm Zdnwspplmy Lktfw Dxrl Qctd | NKBW | Intermediate Core-Plus Bond | 0.25% | −2.48% | 1.38% | ||
| Xygtkys & Ypyqdf Nln-Qkndm Qwkgf Gkx M | MVZLW | Conservative Allocation | 3.86% | 0.04% | 4.20% |
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.