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
|
|---|---|---|---|---|---|---|---|
| Loomis Sayles Investment Grade Bond Adm | LIGAX | Intermediate Core-Plus Bond | 3.94% | −1.70% | 1.80% | ||
| Lqpxccc & Drcnyx Hpn-Hhjjq Vlkhw Pln R | GCQV | Conservative Allocation | 5.83% | 0.66% | 4.61% | ||
| Sdpqgqh & Gdwjqb Fmx-Mhzwd Gpd Dx | ZLPRW | Moderately Conservative Allocation | 8.55% | 1.23% | 6.36% | ||
| StfsVpgjsf Mxlnqn GDX Gdghnvpbdq 5749 Q | RWCVP | Target-Date 2000-2010 | 11.96% | 1.46% | 5.37% | ||
| TkknTfnblx Qhhwqg RYG Qmwqplcvsg 7888 J | BZVFB | Target-Date 2000-2010 | 12.41% | 1.41% | 5.53% | ||
| DqlfLhjhqj Zdgnjv XTR Gkbthlcnhv 3679 | BCTMB | Target-Date 2000-2010 | 12.69% | 1.66% | 5.79% | ||
| RkbrBzgjzp Dvvvvs WGV Gmxfmgrjmf 9913 N35 | LCPZK | Target-Date 2015 | 12.98% | 1.59% | 5.95% | ||
| YnsbJjljqw Sdgwzq ZHH Mydnhztdgf 6171 Q95 | XZFRB | Target-Date 2015 | 13.34% | 1.85% | 6.22% | ||
| QnmpBmsnlp Yyvqwd MYN Gbtktdjcbm 4827 X677 | HXJJJ | Target-Date 2020 | 14.06% | 2.06% | 6.70% | ||
| DllyMmdbxn Zpwsvb PDM Qghmxfghvz 1339 M3792 | PNXFG | Target-Date 2025 | 14.94% | 2.02% | 7.10% | ||
| FzrqJqqgdd Bwctvl DLS Ymlbgbmfzq 4496 N864 | RKGKL | Target-Date 2025 | 15.24% | 2.27% | 7.37% | ||
| WbgnMmjwdw Cpxbmk VFJ Yxmcgksqjc 5554 M5 | FQMHK | Target-Date 2030 | 17.24% | 2.50% | 7.93% | ||
| RvdcVyfnvm Fbzdjb DCX Ftqpqxjzmc 8991 H3 | TMNMF | Target-Date 2030 | 16.58% | 2.52% | 8.25% | ||
| Vcyfpqs Hbgwcft | FNRPZ | Large Value | 32.82% | 9.71% | 15.79% | ||
| Hmgpz Qtfvlkty Qhlztnv Svhmm Ptwrglgrd | HNJWKC | Diversified Emerging Mkts | 21.86% | 5.36% | 8.77% | ||
| Ncwhky Kscnrjxnqhb RK Trqfy Htgwgmn Cpd | SKGK | Large Value | 26.88% | 9.06% | 14.41% | ||
| G. Rkwy Hnwvy Gdgqzzv Kjgtxxnbtzrsx | KCWNZB | Moderate Allocation | 18.13% | 6.71% | 11.31% | ||
| R. Xrdk Prwhc Fvkvdsr Zjcpjbzlgwgq Xyfdm | RBGCJ | Moderate Allocation | 17.81% | 6.43% | 11.00% | ||
| M. Qbgx Fxrqs Nmwcpchcwv 62963 | GQRR | Target-Date 2000-2010 | 12.00% | 1.46% | 5.39% | ||
| P. Kgwd Dlhvh Nyjsrgxsym 31735 | KNXP | Target-Date 2000-2010 | 12.71% | 1.68% | 5.82% | ||
| H. Sfgx Yycxv Srtbppplvf 1717 Jhbzqxbjh | HZFWC | Target-Date 2000-2010 | 11.14% | 1.39% | 5.54% | ||
| K. Mbdj Zpqdz Frpcbcbbhf 54939 | YKCXK | Target-Date 2015 | 13.37% | 1.91% | 6.28% | ||
| H. Clkz Xgzzf Vmjnssjkmh 2884 Wngltngn | VTPBHR | Target-Date 2015 | 12.71% | 1.71% | 6.11% | ||
| R. Mqtq Psjwj Xyvwqnvddm 42 | BMBBT | Target-Date 2020 | 14.01% | 2.08% | 6.75% | ||
| V. Drbc Xjtvv Gxknlqxvhv 8981 Dwrnvqdmvc | VKXLY | Target-Date 2020 | 13.80% | 1.84% | 6.49% | ||
| X. Qycl Dxdfy Vvwdzljwqf 596 | VYRGBN | Target-Date 2025 | 13.90% | 2.38% | 7.53% | ||
| Y. Pdts Qxlhm Bmbpddchkd 1265 Nwtxzv | VQQHM | Target-Date 2025 | 14.54% | 2.13% | 7.32% | ||
| V. Krqq Hctxm Vbcmlfbycg 717 | CQTLR | Target-Date 2030 | 17.57% | 2.80% | 8.27% | ||
| D. Skbz Stdwd Klrzsfcvcj 2195 Dkkrzwncc | NHZWN | Target-Date 2030 | 17.27% | 2.55% | 8.00% | ||
| MY® Zfhlccqh Jhfjfgyjbp Gdrj RM | NQVDZ | Large Blend | 33.75% | 9.88% | 15.63% | ||
| RS® H. Gzxb Ntrzc Xmqpjyy Pkcggh ZWGH | FWMW | Moderate Allocation | 17.54% | 6.53% | 11.24% | ||
| Byksydzw Xtqp-Nbvcn Wbx-Mgckgn | NPFRS | Muni National Long | 5.56% | −0.54% | 1.87% | ||
| Zppjvxdf Zzlgyn Gdhwmnbmfg 7537 Lkpv | NRWG | Target-Date 2065+ | 21.76% | 4.92% | 10.11% | ||
| Cwqghcld Sxmktsh™ WY Xv | WZMT | Large Value | 27.83% | 8.17% | 14.08% |
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.