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 | 10.29% | 7 | ||
| 1919 Socially Responsive Balanced I
LMRNX
| Moderate Allocation | 0.730% | Average | 10.60% | 5 | ||
| ACR Equity International Fund I Shares
ACREX
| Foreign Small/Mid Blend | 1.100% | Above Average | 7.11% | 9 | ||
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JBVBD
| Tactical Allocation | 1.250% | Average | 12.78% | 4 | ||
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ZHCDD
| Small Growth | 0.980% | Average | 13.38% | 5 | ||
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XDBVCH
| Small Growth | 1.310% | Above Average | 13.02% | 5 | ||
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CMGBC
| Small Growth | 0.910% | Average | 13.44% | 5 | ||
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DJDVX
| Relative Value Arbitrage | — | 1.400% | Above Average | 6.97% | 8 | |
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WZZZHL
| Relative Value Arbitrage | — | 1.300% | High | 7.09% | 1 | |
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JNNVB
| Commodities Broad Basket | 0.930% | Above Average | 17.39% | 1 | ||
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WKXRH
| Commodities Broad Basket | 1.030% | High | 17.27% | 2 | ||
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HBSQW
| Commodities Broad Basket | 1.280% | Above Average | 16.98% | 4 | ||
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WFWVNN
| Small Value | 0.510% | Low | 12.61% | 8 | ||
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BHMTCB
| Small Value | 0.760% | Low | 12.50% | 9 | ||
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CCLMQ
| Small Value | 1.460% | High | 19.42% | 1 | ||
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MXYDMX
| Diversified Emerging Mkts | 1.010% | Average | 8.17% | 7 | ||
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MVKN
| Diversified Emerging Mkts | 1.220% | Average | 7.97% | 9 | ||
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WDKFQW
| Emerging Markets Bond | 1.100% | High | 4.48% | 1 | ||
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JXXW
| Emerging Markets Bond | 1.160% | High | 4.40% | 1 | ||
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GTPVG
| Global Real Estate | 1.370% | Above Average | 3.29% | 7 | ||
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NJMY
| Global Real Estate | 0.920% | Average | 3.75% | 5 | ||
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LZPH
| Global Real Estate | 1.120% | Average | 3.54% | 5 | ||
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XBSTBW
| Global Real Estate | 1.620% | Above Average | 3.03% | 7 | ||
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CNZPJ
| Global Real Estate | 0.920% | Above Average | 3.75% | 5 | ||
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RBDFK
| Global Real Estate | 0.770% | Below Average | 3.91% | 2 |