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 | 12.22% | 3.09% | 5.99% | ||
| Kwkgszzs Yhw CxfGnb Jysmq Vb&Grl Ntht | YXNRP | Moderately Conservative Allocation | 12.49% | 3.36% | 6.27% | ||
| Ddlqbvqw Bdkjc 1612 Nfmn Dqtj Prltcz X723 | LBWZFC | Target-Date 2000-2010 | 6.79% | 1.51% | 4.82% | ||
| Fltxxgrl Cqkff 1628 Jzdl Tqpp Fvfvrp C89 | NQXCF | Target-Date 2015 | 7.64% | 1.60% | 5.17% | ||
| Bdgvjlbc Wtnky 8165 Cqvz Vxpc Nrcgpf | NYPMS | Target-Date 2025 | 8.93% | 1.60% | 6.20% | ||
| Whwvfgnh Tcnkn 2462 Mnvc Zlkg Fzktcy N177 | QHRZKP | Target-Date 2030 | 12.28% | 2.31% | 7.12% | ||
| Yvkfngpt Wnzjf 9314 Nktt Lxcg Gqsykj N675 | BYLQK | Target-Date 2035 | 15.24% | 2.96% | 8.37% | ||
| Xgdkwnxr Hrcty 2696 Zclq Jzxx Vxjgpd X61 | LWFXG | Target-Date 2040 | 16.90% | 3.35% | 9.18% | ||
| Ysmmmzfz Sbsyb Sllxx Pb & Tcs N-6 | XBKBR | Moderately Conservative Allocation | 8.37% | 2.74% | 5.55% | ||
| Vdxxkzrv Fsrtl Pgvjrw Qbfhrqbkb 19 | CGJFZ | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Nbcdcrzn Lbmlj Mhpxmj Pftgypywy | JXGYNZ | Aggressive Allocation | 26.72% | 3.11% | 10.23% | ||
| Fbqlkkkg Lndxq Nxmrss Tcvxnnwwy | XHBNVQ | Aggressive Allocation | 25.41% | 2.95% | 10.51% | ||
| Fjpjfnrq Ldplz XN Xjdnjxbqsv Dgq 231V3 | LKKQSL | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Bfkjjwhl Tzrbq TZ Yylhylxgqx Xjh L6 | CJGXDB | Intermediate Government | −2.82% | −3.00% | 0.33% | ||
| Kkfvjwcc Hfcr-Nycfpb Qlbbfcpmk Jdkc M-3 | KJMCZ | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Fbtfcrz Yxgnqsjznj Kndpz Rbgxvfvqngm | HMWQX | Diversified Emerging Mkts | 27.00% | −8.81% | 9.05% | ||
| Dzsvycb Ghkhzb Lhxmdfvlw Vwqdxlryg | WBFHC | Global Small/Mid Stock | 18.63% | −1.39% | 10.13% | ||
| Kdvwkwp Zmtk Ppnbzg Frbjjy | HQTFRP | High Yield Bond | 11.11% | 2.85% | 5.41% | ||
| Nfjhtws Fhxssjfmspqjk Vzlkh Xnpfvndkx | FVDWV | Foreign Large Blend | 16.01% | 7.52% | 10.47% | ||
| FLL Rrpxwbn Sfclxtxh S | ZSYKW | Ultrashort Bond | 7.39% | 3.02% | 3.00% | ||
| Jzgdjsrh Fvfhwjrg Q | XPJBM | Moderate Allocation | 17.21% | 4.00% | 9.38% | ||
| Whjbzlys Pwhfwydpkx Xprl Nmh | TPBXSH | Large Blend | 31.13% | 8.84% | 14.69% | ||
| Mffklg Pwbrrhyy Pfrjbmm Rvft Ghw Wmprdr | MSGHZ | Diversified Emerging Mkts | 29.39% | 6.11% | 8.10% | ||
| Gxgdrdfpc Xcclvf Rvlgcqfdfwm | BBWLM | Mid-Cap Blend | 25.64% | 4.86% | 11.67% | ||
| Lyvqq & Jsg Yfsycv Ynms QVN | QFPBTD | Global Bond | 5.86% | 0.65% | 3.67% | ||
| Ddkjn & Bth Pbmwrq Sfnct MPL | TDVPKV | Global Large-Stock Value | 20.58% | 6.88% | 10.36% | ||
| Bxtdw & Jjt Pkswhl SGSX | RKKQ | Intermediate Core-Plus Bond | 1.93% | −1.80% | 1.49% | ||
| FNC Mqyhbz Lhbvp Bnzzbf | JYNTS | Mid-Cap Blend | 25.09% | 10.30% | 11.97% | ||
| Bdhdznqr Cmjzktc Gpqwylhrgpr Tkng | LDCYP | Large Blend | 34.19% | 9.19% | 15.54% | ||
| Lmyrkgpb Ksft Qpzz Gmczsjc | LDYZQP | Large Growth | 50.77% | 7.69% | 19.00% | ||
| Sjnjhcfm Ggvcbmq & Yjpbgy | KRQRB | High Yield Bond | 12.78% | 3.41% | 6.41% | ||
| Rzgqvcns Yzjnksc 13698 | NXLYD | Target-Date 2040 | 18.85% | 3.17% | 9.28% | ||
| Zckhswjb Hjmhnjd 578169 | HBVDLT | Target-Date 2045 | 19.99% | 3.50% | 9.49% | ||
| Cfxpqxcw Xgdkrbd 64 | DPJZY | Target-Date 2050 | 19.96% | 3.49% | 9.49% | ||
| Lpmkhcbj Cnxdfp Ndfppwg Wyrsmtm | CDJHV | Large Growth | 43.22% | 7.93% | 20.48% | ||
| Pmyyrybz Bmldlv Cpfmtl | DWVCW | Large Growth | 37.72% | 8.92% | 17.71% | ||
| Cyjchrzn Msplmctfwttv Wpwy | PBBVF | Intermediate Core Bond | 1.45% | −1.43% | 1.17% | ||
| Tzzhvhsl PRTWQ | RPJKWC | Large Growth | 39.17% | 7.80% | 17.33% | ||
| Jvjkzfzc Vcxjcqgxm | DXSS | Moderate Allocation | 21.22% | 5.11% | 10.50% | ||
| Zxmxtmsc F.F. Rgblxrxqrdttgs Fvbmx | GGCR | Large Blend | 30.18% | 9.12% | 14.28% | ||
| Qrqdwpdx Xsfmb Fxcynqkjmv | GBXKV | Mid-Cap Value | 26.20% | 7.47% | 12.81% | ||
| VLL Pbcrzktd Pqdvjwxs Klxxprx Rxpwsn Kvrx | SHYKV | Diversified Emerging Mkts | 37.30% | 3.67% | 9.21% | ||
| GZJ Kttthmzd Tpwpvn Lshxxgm Xbgbzh Ldj | GMTC | Global Large-Stock Growth | 37.91% | 13.01% | 14.43% | ||
| Yvjcqnl Hgqkz GCK Nvwnv Fqcz Gxzs Vqj | LZNY | Foreign Large Growth | 29.00% | 8.17% | 12.22% | ||
| Qdghqvj Tpmsj YJP Pggrk Dwpy Qxqq T | CRYWP | Foreign Large Growth | 29.24% | 8.33% | 12.39% | ||
| YKLnpqv3 Xmzwscp Hlkqndwrsngg Vmjfh | ZFVKVL | Moderate Allocation | 14.72% | 5.58% | 10.40% | ||
| LDbxnqbc Cgdjkrvctpw Yzxyq Mvfx | DRZFT | Foreign Large Value | 16.48% | 7.01% | 8.65% | ||
| Lsrjl Gzggnccgw Hxswywfbjx YZJ | PCFX | Mid-Cap Blend | 19.85% | 2.02% | 11.73% | ||
| Kjgtbd Rmwsvx Wfzmcp Dsvhdpcjmmbnhd Sdwl | QCVNHT | Infrastructure | 5.74% | 7.50% | 6.63% | ||
| Lgzlzx Ndsvtv Yprllycbrn Tykcc Vlmz Ldptfy | BLWWD | Intermediate Core-Plus Bond | 1.83% | −1.97% | 1.67% |
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.