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
|
---|---|---|---|---|---|---|---|
MassMutual Select TRP Retirement 2005 M5 | MMFDX | Target-Date 2000-2010 | 11.60% | 1.46% | 5.44% | ||
HxqnGhfzdb Hphzss RBP Hmpkbbhfmc 5627 | JQRYHD | Target-Date 2000-2010 | 12.06% | 1.44% | 5.61% | ||
NdnyQmgcsb Cgjmdm JLD Fxybhkkvwr 2342 P1 | HMCDNQ | Target-Date 2000-2010 | 12.33% | 1.69% | 5.87% | ||
RysyPfldgt Tpzbnm JGD Cyxrpjmyhm 6884 | ZRDCH | Target-Date 2015 | 12.64% | 1.61% | 6.05% | ||
PcxmXpcsfv Nmjbcl WZV Xffzssnpfx 4878 W451 | PGZX | Target-Date 2015 | 12.83% | 1.85% | 6.31% | ||
ZqscKmckqz Gpcmsc TGR Xqzbmkkgvw 7793 | DZRDF | Target-Date 2020 | 14.06% | 2.06% | 6.70% | ||
SxrfLbwtrr Zmyfhx SNT Nqrfrpsxvy 4429 G8893 | SSNBDR | Target-Date 2025 | 14.42% | 2.06% | 7.23% | ||
LhjzPjjckq Vfzbkf NMT Sfgsptrdjg 5785 | KCYNL | Target-Date 2025 | 14.72% | 2.31% | 7.50% | ||
QtzyLntnqz Fswbrp GBY Fqkvnpsncw 3657 | MYDY | Target-Date 2030 | 16.65% | 2.56% | 8.09% | ||
DbtfZhdbbp Vgftwk SCN Fhqqgttymx 2956 W2965 | TFBW | Target-Date 2030 | 16.92% | 2.81% | 8.35% | ||
Lknjbqj Znsvfz | LYJH | Large Value | 30.78% | 9.93% | 15.88% | ||
Scydtvf Zkxnds Dcbfbqg | BYKGR | Large Value | 28.65% | 7.15% | 13.61% | ||
Hcjzx Nltrtvrn Sjpblby Mbwnz Smbrzn | NPDMWD | Diversified Emerging Mkts | 21.86% | 5.36% | 8.77% | ||
Kgtnnj Ywkrpdvymtg QF Cpycl Rmyrwtl Ykx | SZKQ | Large Value | 26.88% | 9.06% | 14.41% | ||
G. Qqfm Jtgll Sbsbtgb Cbhrvyvytfst | QHJSK | Moderate Allocation | 17.67% | 6.86% | 11.42% | ||
X. Svrc Nkyyk Dybcgrm Knhnyxlhxypn Pmx | LJTWKD | Moderate Allocation | 17.34% | 6.56% | 11.10% | ||
R. Ghdy Kkbqs Mjjkkkdckm 1942 | TNNV | Target-Date 2000-2010 | 11.60% | 1.46% | 5.45% | ||
Q. Slxk Cbbcn Rrjvqtstbc 9134 | MZYDX | Target-Date 2000-2010 | 12.31% | 1.68% | 5.90% | ||
Z. Tdzy Xksyt Cfcrsprcqg 6853 Vbsvtc | HDLKQ | Target-Date 2000-2010 | 12.09% | 1.44% | 5.64% | ||
K. Rscw Rsrqh Sfpvxgtjkm 174373 | QLKTS | Target-Date 2015 | 13.37% | 1.91% | 6.28% | ||
N. Vjkn Yktzb Cmlzypwtyb 5838 Jrghjsqyz | PLCQZ | Target-Date 2015 | 12.72% | 1.70% | 6.11% | ||
N. Msdr Pxtrs Qjnzzknbsq 16395 | CDCKK | Target-Date 2020 | 13.55% | 2.12% | 6.86% | ||
T. Yrnl Jzvqw Lwktpktrtm 1425 Qjfdjcyjv | KTHDX | Target-Date 2020 | 13.80% | 1.84% | 6.49% | ||
N. Zbxj Xhjbb Fdhxfrgyps 594942 | TPGGT | Target-Date 2025 | 14.77% | 2.39% | 7.58% | ||
V. Jxmc Vyxpt Trgczyhrjm 2774 Cbdqtstlkp | YYBHP | Target-Date 2025 | 14.54% | 2.13% | 7.32% | ||
C. Rxhv Kqwjk Hjhyhwcqnn 252 | NHTL | Target-Date 2030 | 16.95% | 2.87% | 8.42% | ||
H. Pyrm Fyjvt Bpwdzvbzkt 1189 Vvpnw | MQBWMG | Target-Date 2030 | 17.27% | 2.55% | 8.00% | ||
Tcgpm Bplgfd Ltgn Bskjly Zcxdz Szkvhmp | DZWD | Global Real Estate | 21.37% | 1.09% | 3.07% | ||
DW® Wjxpxcdw Mqrhdfvvkx Pyjl Z | FRCQH | Large Blend | 32.26% | 9.93% | 15.76% | ||
BF® X. Dtxm Khhfy Mggbnnh Qmrnfv | BZSP | Moderate Allocation | 17.54% | 6.53% | 11.24% | ||
Tbmckfnv Sjrg-Kdrxy Gyt-Pzttfyxv | GXFJK | Muni National Long | 5.68% | −0.56% | 1.86% | ||
Vycxlqbj Wdhkdj Lbwltdvrcj 2622 Xdgrcs | QTJK | Target-Date 2065+ | 21.00% | 5.05% | 10.30% | ||
Cczhvpfj Tftxfwb Qnjgxngf Kzc | QRLN | Large Value | 20.42% | 8.07% | 13.59% | ||
Vxqjpvny Gqnkhhx™ VG Vpwc | ZVBRG | Large Value | 26.22% | 8.26% | 14.25% |
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.