Top Performing Medalist Funds
These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.
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|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category
5 Year
|
|---|---|---|---|---|---|---|---|
| 1919 Socially Responsive Balanced A
SSIAX
| Moderate Allocation | 0.980% | Below Average | 10.16% | 9 | ||
| 1919 Socially Responsive Balanced I
LMRNX
| Moderate Allocation | 0.730% | Average | 10.47% | 6 | ||
| ACR Opportunity Fund I Shares
ACROX
| Tactical Allocation | 1.250% | Average | 12.09% | 6 | ||
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TSCF
| Small Growth | 0.980% | Average | 13.30% | 7 | ||
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KKDKGD
| Small Growth | 1.310% | Above Average | 12.92% | 7 | ||
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WSDMB
| Small Growth | 0.910% | Average | 13.37% | 6 | ||
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YRKWP
| Relative Value Arbitrage | — | 1.400% | Above Average | 6.94% | 6 | |
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HGTNGT
| Relative Value Arbitrage | — | 1.300% | High | 7.06% | 1 | |
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CCYJ
| Commodities Broad Basket | 0.930% | Above Average | 16.76% | 1 | ||
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MWMM
| Commodities Broad Basket | 1.030% | High | 16.66% | 1 | ||
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XXLPML
| Commodities Broad Basket | 1.280% | Above Average | 16.37% | 2 | ||
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TJNY
| Small Value | 1.460% | High | 18.61% | 2 | ||
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PPFB
| Intermediate Core-Plus Bond | 0.310% | Low | 1.18% | 9 | ||
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NGGJMW
| Emerging Markets Bond | 1.100% | High | 4.53% | 2 | ||
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DYRWYD
| Emerging Markets Bond | 1.160% | High | 4.48% | 2 | ||
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CLSQYG
| Global Real Estate | 1.370% | Above Average | 3.58% | 7 | ||
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JCCFJ
| Global Real Estate | 0.920% | Average | 4.06% | 5 | ||
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ZTSPR
| Global Real Estate | 1.120% | Average | 3.85% | 6 | ||
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HCTJR
| Global Real Estate | 1.620% | Above Average | 3.33% | 7 | ||
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BVTBK
| Global Real Estate | 0.920% | Above Average | 4.06% | 5 | ||
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KMNL
| Global Real Estate | 0.770% | Below Average | 4.21% | 2 | ||
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SVRKF
| Global Real Estate | 0.770% | Below Average | 4.22% | 2 | ||
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NNWSY
| Global Small/Mid Stock | 0.760% | Below Average | 9.93% | 9 | ||
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KTJT
| Large Growth | 0.710% | Average | 19.44% | 9 | ||
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BLQRK
| Large Growth | 0.710% | Above Average | 19.44% | 9 |