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 I
LMRNX
| Moderate Allocation | 0.730% | Average | 10.70% | 6 | ||
| ACR Opportunity Fund I Shares
ACROX
| Tactical Allocation | 1.250% | Average | 12.79% | 6 | ||
| AMG Frontier Small Cap Growth I
MSSCX
| Small Growth | 0.980% | Average | 13.50% | 7 | ||
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KRXLL
| Small Growth | 1.310% | Above Average | 13.13% | 7 | ||
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ZQRG
| Small Growth | 0.910% | Average | 13.54% | 7 | ||
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YKSMSD
| Relative Value Arbitrage | — | 1.400% | Above Average | 6.91% | 6 | |
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GNWX
| Relative Value Arbitrage | — | 1.300% | High | 7.03% | 1 | |
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PHNNM
| Commodities Broad Basket | 0.930% | Above Average | 17.96% | 1 | ||
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GQVMK
| Commodities Broad Basket | 1.030% | High | 17.85% | 2 | ||
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NBTDSM
| Commodities Broad Basket | 1.280% | Above Average | 17.55% | 3 | ||
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TRHSF
| Small Value | 1.460% | High | 19.88% | 2 | ||
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VPWRB
| Intermediate Core-Plus Bond | 0.310% | Low | 1.45% | 9 | ||
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PBXG
| Diversified Emerging Mkts | 1.010% | Average | 8.57% | 8 | ||
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TRWCQ
| Diversified Emerging Mkts | 1.220% | Average | 8.35% | 9 | ||
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WKFFG
| Emerging Markets Bond | 1.450% | High | 4.39% | 2 | ||
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RNVRC
| Emerging Markets Bond | 1.420% | High | 4.43% | 1 | ||
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VDQBC
| Emerging Markets Bond | 1.100% | High | 4.75% | 1 | ||
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XTKSR
| Emerging Markets Bond | 1.160% | High | 4.69% | 1 | ||
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TRMFJQ
| Global Real Estate | 1.370% | Above Average | 3.30% | 5 | ||
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WFQCL
| Global Real Estate | 0.920% | Average | 3.79% | 3 | ||
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PYLGHQ
| Global Real Estate | 1.120% | Average | 3.58% | 4 | ||
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LBPTN
| Global Real Estate | 1.620% | Above Average | 3.05% | 5 | ||
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FBYVX
| Global Real Estate | 0.920% | Above Average | 3.78% | 4 | ||
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QRVZ
| Global Real Estate | 0.770% | Below Average | 3.93% | 2 | ||
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JWJW
| Global Real Estate | 0.770% | Below Average | 3.94% | 2 |