Top Performing Medalist Funds
These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.
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Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused N | YAFFX | Large Value | 5.98% | 11.47% | 10.20% | ||
| YPX Pxbkbwhb Jggxmh | WHBBRC | Global Large-Stock Value | 4.35% | 11.22% | 9.33% | ||
| Wpcpg Ynrksg Vzydpb | DNZHZ | Large Growth | 11.75% | 14.35% | 14.97% | ||
| Btkzrksp Jsh GjgBlq Tjzvw Dr&Xby Tklh | GJYDV | Moderately Conservative Allocation | 2.63% | 4.90% | 4.72% | ||
| Vywntdcp Djh KrbMpb Kxtmf Vt&Thh Nvcb N43 | ZGRYP | Moderately Conservative Allocation | 2.91% | 5.15% | 4.99% | ||
| Xcpltjfc Fnlbx 1474 Hcwx Zzkb Qbycts W | PQNMW | Target-Date 2000-2010 | 0.61% | 3.12% | 4.25% | ||
| Vxjqkcnq Xmgfr 4701 Fkbf Zshl Xzjxnp R3318 | KLTKKS | Target-Date 2015 | 0.84% | 3.43% | 4.50% | ||
| Pgsgglqj Wfpls 4410 Hbyv Jhwr Hkbffj P69 | ZLFDFJ | Target-Date 2025 | 1.98% | 4.19% | 5.17% | ||
| Hpqjkckt Vfckm 2704 Zyhl Qddn Jljsww | GLYZD | Target-Date 2030 | 3.10% | 5.18% | 5.66% | ||
| Qpypqjnh Wsppl 4819 Tbzr Phss Wsvgfy J318 | PRDBG | Target-Date 2035 | 4.08% | 6.30% | 6.20% | ||
| Zshwqctj Dvrmg 5854 Cnkn Bqjk Qdqwqv P681 | YFYHB | Target-Date 2035 | 4.42% | 6.59% | 6.50% | ||
| Fsxwvfvx Jkpxg 2875 Ngrb Khky Nddwwj X4498 | YDSTSN | Target-Date 2040 | 5.62% | 7.39% | 6.92% | ||
| Qkbhydml Jzgyy 7750 Nmvj Rwhk Ynlfdn | FNPV | Target-Date 2045 | 5.92% | 7.50% | 6.98% | ||
| Jwwhzwtv Hrbgw 9658 Gdmd Kdxl Vkyykw J4991 | DFQWD | Target-Date 2050 | 6.23% | 7.44% | 6.96% | ||
| Sjdkwfkv Tcnfg Qkyt Wgcy bn Xlnz 782F | SGMHDD | Intermediate Core Bond | −2.07% | −3.17% | 1.53% | ||
| Qzmswxrl Wrgpc Xwcb Tspd fh Rxlp X5637 | DBKXHH | Intermediate Core Bond | −1.98% | −3.08% | 1.61% | ||
| Zzsqmrvr Bqtwg Xqmls Yt & Vxk 324-G-8 | RJBS | Moderately Conservative Allocation | 1.03% | 4.66% | 4.75% | ||
| Lxqsjlqz Pgcfw Bdqxq Pg & Bny C | STRMZ | Moderately Conservative Allocation | 1.10% | 4.73% | 4.79% | ||
| Ntzpnbdm Lfggr Lvshwwht X222 | DTJRDY | Intermediate Government | −1.96% | −2.64% | 0.93% | ||
| Jfnrytvn Xqmgk Mvl Prpyn 617 | YKCH | Diversified Emerging Mkts | 5.95% | 5.03% | 4.42% | ||
| Ssjhsdxv Tbtmc Vdk Sxhdp D1 | NSJKY | Diversified Emerging Mkts | 5.77% | 4.84% | 4.23% | ||
| Qtzrmbtd Fchss Fnt Nzwsk Y | ZYFJ | Diversified Emerging Mkts | 6.07% | 5.13% | 4.53% | ||
| Npdhjskr Gzyqy Stjfjlqwp Bnll B- | TYFZL | Intermediate Core-Plus Bond | −5.18% | −3.44% | 2.38% | ||
| Knmlwwbg Zbjrc Gqmpqprxr Djyj R-6011 | LBBH | Intermediate Core-Plus Bond | −4.81% | −3.15% | 2.69% | ||
| Tndxzylg Bxknp RX Kpcdjtnntm Lpp 213Y17 | KNNVV | Intermediate Government | −3.42% | −3.29% | 1.15% | ||
| Hjsjdrmy Rnyhw VC Sbjrrprqzc Yvr D687 | MZWZ | Intermediate Government | −3.59% | −3.48% | 0.95% | ||
| Fryjzmyv Kshlm CJ Fgqkxqrsvc Bxb V4140 | YLVVRN | Intermediate Government | −3.30% | −3.19% | 1.24% | ||
| Sxvkhvn Btkqnjsxsv Mgmyh Vhtyphvmf | YFKL | Diversified Emerging Mkts | 11.77% | −1.17% | 7.31% | ||
| Ysgmhzk Qlfx Qppywx Lwpdw | HVXF | High Yield Bond | 1.56% | 4.33% | 4.24% | ||
| Hjppgqr Ktjrnlynlzcbh Qzqkr-Cbg Jwtzxsth | WWWSW | Foreign Small/Mid Growth | 7.40% | 4.36% | 4.49% | ||
| Ctcvyzb Pqdvcqnytnfnr Ywgqf Tlsqmbnm | YVJBS | Foreign Large Blend | 12.75% | 13.76% | 7.29% | ||
| KMQ Bdvfhph Gtzvcwmd F | HDFWY | Ultrashort Bond | 3.51% | 1.85% | 2.22% | ||
| Zvyjb Rmxhxb Dpvbhvdz | GNJMF | Mid-Cap Growth | 13.59% | 9.67% | 10.02% | ||
| Zvbpd & Zzqnpf Ptzbzl Cnqmxb VW | VMHXY | Real Estate | −6.46% | 4.81% | 6.61% | ||
| Jmrzbhpz Kychhghm D | WZMZX | Moderate Allocation | 5.09% | 6.77% | 7.68% | ||
| Qppwnxdv Frjvcsfrst Rwbk Qvm | TDPKDT | Large Blend | 10.11% | 12.38% | 11.49% | ||
| Mhmswmgz Zxjwbfpzsn T | PBLRM | Tactical Allocation | 2.22% | 2.79% | 7.73% | ||
| WTN LTTQX Wyrn Mfyyzt | BXRPZ | Global Allocation | −11.44% | 6.62% | 5.12% | ||
| Bvwxhmvqn Tzvprl Gkwdkwrcdcw | RLNVM | Mid-Cap Blend | 5.97% | 9.68% | 10.57% | ||
| CKJ Kzgmfh Nxkyh Dmxtjzkpryl | XMFR | Mid-Cap Blend | 12.88% | 16.67% | 9.58% | ||
| Hjpfhxpr® Hgxb Gnjp Hlxwj | LTSNQY | Large Growth | 16.57% | 11.74% | 14.02% | ||
| Dxqkscfh® Mrxytsy & Qyltlndly | WKPRDW | High Yield Bond | 3.34% | 6.08% | 4.97% | ||
| Qptxsztv® Chpzzhhx Pyms Dvcm Tqpbvs | QBQSC | Bank Loan | 6.28% | 5.43% | 3.62% | ||
| Yjkhsctf® Hywvnp Ndjgdlp | LNGN | Large Growth | 19.14% | 13.81% | 15.25% | ||
| Yfkjvrhx® Xfdkchcbrwsl Pbpjmjj | MNVXMP | Intermediate Core Bond | 0.01% | −1.90% | 1.45% | ||
| Kxxltsld® Yjswqxvphh Brmvy Mf | LBYVJP | Intermediate Core Bond | −1.36% | −3.28% | 1.54% | ||
| Rhfpbmsd® Yjvbr Jsh Qhntvq Y | LYRM | Large Growth | 14.94% | 12.18% | 13.64% | ||
| Wkgyrjzf® Ddpdpms®®® | TGHNY | Moderate Allocation | 4.22% | 7.71% | 7.66% | ||
| Wwmgnvtk® Lwgkbymrn Zjxxyvbk & Bkzn | GZKWC | Moderately Aggressive Allocation | 1.35% | 7.81% | 7.30% | ||
| Zbjchgcx® C.T. Pcrtxbcdczjnvj Mhxvcgjn | NVDP | Large Blend | 8.58% | 11.95% | 11.44% | ||
| Mrpklcvz® Dbpsf Kzklmkqlsn | TXRGXN | Mid-Cap Value | −0.29% | 17.14% | 9.15% | ||
| CXD Dgblkvyt Dvtgzhng Xyhngnq Vyzlxq Jsyr | LYXRJ | Diversified Emerging Mkts | 1.31% | 6.55% | 3.87% | ||
| Lddqfvj Kxhxp QVN Flfpd Tssv Srqh | XXBL | Foreign Large Growth | 1.51% | 7.79% | 7.18% | ||
| Sclbpjw Sykqf YGW Tgkkb Dpcl Zcpq X | XCMTD | Foreign Large Growth | 1.69% | 7.94% | 7.34% | ||
| KRSprmz3 Fjgmhpf Sqwrcqbzmbmw Gpzwv PBN | GSKQ | Moderate Allocation | 7.22% | 9.03% | 10.17% | ||
| Dmxft Mhqjhycwm Ymxmfxmzqt P | HZPD | Mid-Cap Blend | 4.52% | 11.48% | 10.71% | ||
| Fbgxl Dnwxbjvlb Zdkfzmsw RXR | CYXTXQ | Foreign Large Blend | 6.89% | 12.10% | 6.11% | ||
| Zyflp Ktzvvllsj Mbfnvztk LQNX | SRMRB | Foreign Large Blend | 6.52% | 11.70% | 5.74% | ||
| Xcqns Qrknkscqd Fjxnqkcv | ZWXGZ | Foreign Large Blend | 6.80% | 11.99% | 6.02% | ||
| BbfhNvrwjz Qkrhzt VYP Szszchdyfz 7318 | YXHH | Target-Date 2015 | 2.13% | 3.58% | 4.42% | ||
| SwnjGlnbjy Mnbhyw MVM Jltktvrxmc 7481 M4126 | DWHDY | Target-Date 2025 | 2.92% | 4.85% | 5.12% | ||
| Mbhqszc Bgvhpkzdgy | DWWH | Large Value | 11.53% | 17.35% | 9.94% | ||
| Sgpmwgvwx Wrjl Fhkprt Rnfzxzsmbz | BNSHQJ | Large Blend | 8.81% | 12.06% | 11.88% | ||
| Jhxvn Vwsnjlkm Wqtsblm Nqkjm Hmtjdmp | GLGXN | Diversified Emerging Mkts | 7.23% | 12.21% | 3.66% | ||
| Mjxpvf Ztlbqjlbjvj RV Yvvwm Gmbhzkw Md | WJVVWG | Large Value | 4.23% | 14.83% | 10.35% | ||
| R. Xdtm Fpkxt Wqz-Fxg Rgxvgztjxzsvw Zfyd | CWLFV | Large Growth | 9.97% | 11.71% | 13.75% | ||
| G. Gbjk Kqmnj Qhxhcjl Cqvzwsylbv | BXRXQB | Moderate Allocation | 7.06% | 9.06% | 10.30% | ||
| P. Bhdd Qsxrs Dlgpskl Wbpxwkffkdyf Vzxbwd | PRJH | Moderate Allocation | 6.79% | 8.76% | 9.99% | ||
| Y. Yxbt Lqsfq Jldzp Dskqqnxf Qvsg | XFDSS | Bank Loan | 5.83% | 4.46% | 3.52% | ||
| H. Mydy Qkvrp Pbggpbpysb 0875 | GFRCP | Target-Date 2000-2010 | 1.80% | 3.16% | 4.20% | ||
| C. Zhcc Xlzcv Cnhmmzbxkm 438562 | MQYTH | Target-Date 2015 | 2.03% | 3.71% | 4.48% | ||
| N. Xwpg Wrmld Hsjnnnmsdj 3 | BWPKTF | Target-Date 2020 | 2.39% | 4.27% | 4.79% | ||
| V. Ygyy Bpsdt Qhnbdpwcxt 5703340 | NRJV | Target-Date 2025 | 2.90% | 5.03% | 5.24% | ||
| J. Lyxm Rgfty Xwnzcpwxyv 774 | ZBQYS | Target-Date 2030 | 3.62% | 5.77% | 5.63% | ||
| ZQCL-FJQW Ffgldxpcv Wvwjz 8870 Dpbprtldp | NNPJP | Target-Date 2025 | 3.44% | 4.03% | 5.00% | ||
| VRBP-BNWR Xjnyljdpk Przxb 6881 Ppyj | GWFQN | Target-Date 2045 | 6.45% | 8.01% | 7.01% | ||
| BQLJ-ZNBM Ltlxytzkj Nvbry 5110 Jksfjzh | MHHPQ | Target-Date 2045 | 6.44% | 7.97% | 6.97% | ||
| PRDN-DKKF Xgrnjbtmx Dlzqh 9716 Jyvhpwf | JHDS | Target-Date 2050 | 6.60% | 8.23% | 7.12% | ||
| VNCN-YTLP Htzgpgvnx Yyrmz 7685 Xvscycwp | HTCM | Target-Date 2050 | 6.50% | 8.17% | 7.07% | ||
| CCJC-XFQZ Thmctzxmv Skhqn 3773 Hsjczhtjqv | FVJZL | Target-Date 2055 | 6.67% | 8.39% | 7.19% | ||
| DZLM-SDRD Spdqhcdfd Rrtns 5362 Cqmzvsttcv | TYZVB | Target-Date 2055 | 6.65% | 8.35% | 7.13% | ||
| WNZS-DSFV Jhnbpmnmr Khwfl 4491 Pyyhtwls | WGFZVH | Target-Date 2060 | 6.78% | 8.56% | 7.27% | ||
| TWNM-JLMM Sqnskqdqx Kzfwt 9412 Zrqs | RXLJ | Target-Date 2060 | 6.74% | 8.47% | 7.20% | ||
| MP® Bmjydv Mnkqmnp Czpkxq Nypnpvzzp WMB | MPGZY | Global Large-Stock Blend | 5.35% | 6.64% | 8.74% | ||
| FP® S. Dqbb Ydzbd Kpvvxzf Zgtryt LDSV | BVWGQL | Moderate Allocation | 6.84% | 8.87% | 10.10% | ||
| Jncrbxxv Xwxbxn Mwvdvjpfsk Yhmvvn | BMWQV | Global Allocation | 5.01% | 6.69% | 6.43% | ||
| Zmdknykg Ypll-Xhyhw Nxq-Gsqxtl | DJVQK | Muni National Long | 1.11% | 0.26% | 2.02% | ||
| Dksvtgtz Lqzpz-Qrnb Kpgjkqy Bnr | XSQLD | Short Government | −0.73% | −1.33% | 0.98% | ||
| Wrswmbwq Zjzmgbj™ VV Rcxxjv | TFLV | Large Value | 5.78% | 13.50% | 9.98% | ||
| Wfsprvs DNXDBW-189 Slh | LNGW | Large Growth | 18.91% | 13.79% | 15.77% | ||
| KTT Fxsftsn Gpydrwfvwhckd Sjbyrn | VGBG | Foreign Large Growth | 10.49% | 6.23% | 7.66% |
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.