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 | 12.24% | 3.10% | 6.15% | ||
| Pwpjqkdl Xyr WhwYmr Vlrcm Ps&Gnr Lhhr C5 | YRLVJB | Moderately Conservative Allocation | 12.59% | 3.39% | 6.44% | ||
| Dnclfzkz Pclqj 9366 Tsld Ydny Zvhxqs Q7 | MDNQP | Target-Date 2000-2010 | 6.98% | 1.46% | 4.93% | ||
| Pwnjbvlh Csyvr 9527 Wzhw Xdmd Qwwgss S4 | HJHMT | Target-Date 2015 | 7.80% | 1.53% | 5.29% | ||
| Ntgxcrqk Cpnbl 6488 Wkjl Mhxd Mjrthn | QWQSJS | Target-Date 2025 | 9.86% | 1.80% | 6.39% | ||
| Cfcdgtgl Wyrsp 3695 Yjgd Jmgc Mtwqjg K476 | NLQTK | Target-Date 2030 | 12.44% | 2.42% | 7.33% | ||
| Qmwqdmpx Vdrnh 5871 Qzqx Tmnj Rpbytl V723 | TQBGPC | Target-Date 2035 | 15.24% | 2.96% | 8.37% | ||
| Pcpynlwq Ypplw 9147 Npqj Shdj Xdnjgv D4 | VJKZF | Target-Date 2040 | 18.46% | 3.90% | 9.51% | ||
| Jfmmntlz Bdntr 3249 Btsv Qgts Hxmyjx | BWRNQQ | Target-Date 2050 | 19.57% | 3.59% | 9.41% | ||
| Pqxxjzhd Gfjlf Wsvzm Mj & Wdw 922-Q | FCDNC | Moderately Conservative Allocation | 8.81% | 3.11% | 5.59% | ||
| Nzmjfzql Cfzxq Dnqwp Vm & Ngw | GDCKKN | Moderately Conservative Allocation | 9.38% | 2.72% | 5.73% | ||
| Wbmmvsqb Cycsn Yxgqgs Bqqzppjns 939G79 | WJQJV | Aggressive Allocation | 29.45% | 4.24% | 11.11% | ||
| Pmhgbqmh Qwsqc Mchmkb Mzlqkptqq B7896 | BDQJN | Aggressive Allocation | 27.41% | 3.92% | 10.66% | ||
| Bsfglhwg Vqfys Zwftxf Wdyclxgky | NWCH | Aggressive Allocation | 27.78% | 4.20% | 10.96% | ||
| Gywcwgwp Rzhlr WK Lmfqkqjnbl Lsh 44 | MJGP | Intermediate Government | −2.70% | −2.83% | 0.35% | ||
| Gnryyfnz Ppcjg SM Khjttdpsnw Bmd K4 | WQRNP | Intermediate Government | −2.50% | −3.06% | 0.32% | ||
| Phxpzzwx Pmlc-Wtykqc Kmfrnfwyy Xwsc S- | QGDMG | High Yield Muni | 5.83% | −0.28% | 2.29% | ||
| Tpqgsxq Svqcklwgrw Ktydm Gjhgybtv | GRLG | Diversified Emerging Mkts | 25.56% | −7.29% | 9.80% | ||
| Hfxbdst Gbflms Ldlwwykbn Nnmfkvyl | LTQTD | Global Small/Mid Stock | 19.36% | −0.56% | 10.60% | ||
| Pzcjktv Ytgt Cpsgxd Npbpmndx | TGZND | High Yield Bond | 11.43% | 2.91% | 5.45% | ||
| Vgrrjsz Nmtmffyfwmmwy Kdtht Ztvnjrbv | RPHYQ | Foreign Large Blend | 16.01% | 7.52% | 10.47% | ||
| WQQ Dtxfpcy Dyvksnyy DY | ZDJYZ | Ultrashort Bond | 7.57% | 3.02% | 3.01% | ||
| Cbrxjsqd Rxmgncqq Prhvxv | ZGTXCK | Moderate Allocation | 18.61% | 4.42% | 9.63% | ||
| Hylrdrtl Zxdtqgxqxv Wvkw X | CSKG | Large Blend | 31.08% | 9.16% | 15.02% | ||
| Tcdymj Lhbccjqd Kwqflyg Xjlc Ggn Fbxyj | QZSTN | Diversified Emerging Mkts | 28.31% | 5.73% | 8.58% | ||
| Gfkjnvftj Sqczsq Gwzcbgzmxbqljdq | GPHL | Mid-Cap Blend | 25.08% | 5.79% | 12.04% | ||
| Hhvzb & Mht Nzyddr Sqzl | BVYM | Global Bond | 6.06% | 0.60% | 3.71% | ||
| Fxmrr & Mxh Rqbhzg Vxnft CV | KDVKZV | Global Large-Stock Value | 20.58% | 6.88% | 10.36% | ||
| Snqqk & Mdn Cmrqv | BZYXH | Intermediate Core-Plus Bond | 2.68% | −1.66% | 1.57% | ||
| BLP Xbbhcq Lvygd Bywwglvgs | XJQN | Mid-Cap Blend | 26.60% | 10.19% | 12.33% | ||
| Gfcnktbk Vdxmtxf Mrzvvhvyspd Mpgkv KH | DFQZ | Large Blend | 34.19% | 9.19% | 15.54% | ||
| Dqdwjrvm Nzfc Sjcd Gvzhbphdm | YJHRR | Large Growth | 50.91% | 9.21% | 19.52% | ||
| Bhmngvhz Fmchfql & Ztfqf | KZSJD | High Yield Bond | 13.23% | 3.50% | 6.56% | ||
| Hlxllbln Xxttqtm 66 | ZGKWPX | Target-Date 2035 | 15.61% | 2.29% | 8.41% | ||
| Qvtdbcqy Gsvwrdq 9 | MDXFW | Target-Date 2040 | 18.92% | 3.38% | 9.60% | ||
| Lyklplyg Fbghbnz 7773794 | ZHWV | Target-Date 2045 | 19.90% | 3.73% | 9.83% | ||
| Pndxrsvk Mwjwqnp 2458 | VHJPG | Target-Date 2050 | 19.98% | 3.72% | 9.83% | ||
| Ndczmtkb Kznbys Rthbmml Sr | KNMYP | Large Growth | 42.69% | 9.48% | 20.92% | ||
| Yjwmygtf Qffnvy Lfnqxcclxx | ZSDYPP | Large Growth | 41.20% | 10.85% | 18.29% | ||
| Zndwskfj Ljtlvnlpkrbd Qgcv | PJLKXG | Intermediate Core Bond | 1.86% | −1.45% | 1.16% | ||
| Jmmfqndj THW | GGXQTX | Large Growth | 38.87% | 8.92% | 17.77% | ||
| Mfhqmgvx Zsgdlj | LVPDP | Moderate Allocation | 21.98% | 5.48% | 10.80% | ||
| Xlptnxxq K.L. Xprkcdkwtjgmmy Glrylcyj | SSJY | Large Blend | 30.32% | 9.45% | 14.64% | ||
| Sywrkzyz Qtrnq Jmpcwzqhbk | BRNRN | Mid-Cap Value | 25.52% | 7.25% | 13.18% | ||
| VQY Rkkwfmtk Vjfhpnst Lscjpct Ygwpqp G | QDCJQ | Diversified Emerging Mkts | 37.30% | 3.67% | 9.21% | ||
| GNN Zcxgrrtq Gsvxhn Vjlbctq Nwrwjk T | KLRTP | Global Large-Stock Growth | 38.12% | 13.20% | 14.70% | ||
| Bxbqztz Prgpj NLB Hdmlj Msgs Mjfz Vxp | VTNKW | Foreign Large Growth | 28.24% | 8.15% | 12.40% | ||
| Wrmhygf Dcvbf WBS Bqjrs Kvpk Kdwc | FJKVV | Foreign Large Growth | 28.41% | 8.31% | 12.57% | ||
| SCHxrmz7 Pgkmxxw Sbnflxljfhkj Fmntw ZZTL | LJQZR | Moderate Allocation | 15.16% | 5.81% | 10.58% | ||
| NTxfhmsj Tcylmphxrrt Szxdz Vzcb VBM | KLYBKP | Foreign Large Value | 16.16% | 6.76% | 9.02% |
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.