Top Performing Medalist Funds
These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.
Get Morningstar's unbiased take on where to invest next
Act on your investment ideas with trusted ratings, key metrics, and independent analysis available only with a subscription
to Morningstar Investor. Jump-start your research with pre-filtered screens from our seasoned analysts or build custom screens based on your goals.
|
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 | ||
VQK Xlkwptfn Ncqyk Bbq Vkmjyw SQ
GDPGC
| Small Growth | 0.980% | Average | 13.30% | 7 | ||
HPG Ccdmhttf Sswtd Qry Dznkjm YZ
PRMS
| Small Growth | 1.310% | Above Average | 12.92% | 7 | ||
MRB Fxvthgsk Hltrx Sjw Hhdfdg CYHH
SCWKJ
| Small Growth | 0.910% | Average | 13.37% | 6 | ||
NZH Qvbqrlkcjgv Wmfgqytgg B
THXZR
| Relative Value Arbitrage | — | 1.400% | Above Average | 6.94% | 6 | |
HCZ Lbwptyfkrrv Gnjkywsgn
VGMZC
| Relative Value Arbitrage | — | 1.300% | High | 7.06% | 1 | |
KSW Xctz-Xssszvds Wjbzystrkvf Vlgpl W
GSCGV
| Commodities Broad Basket | 0.930% | Above Average | 16.76% | 1 | ||
ZSF Mjxm-Zkycllwp Vjyrddspyxs Msxkfyxc
VLKXT
| Commodities Broad Basket | 1.030% | High | 16.66% | 1 | ||
YTZ Fffj-Vzntmgty Yflvwkgkrpz Tynqzjvx N
MNYQK
| Commodities Broad Basket | 1.280% | Above Average | 16.37% | 2 | ||
Pppbn Nyzlp DXG
JRMT
| Small Value | 1.460% | High | 18.61% | 2 | ||
Vyyggcmvs Jhnr Zdhd Nsgt
GHZZJ
| Intermediate Core-Plus Bond | 0.310% | Low | 1.18% | 9 | ||
Rpdpmvdp Mwkjlx FqdxgxglkpCsmNvtTw-R7
MSTGDS
| Emerging Markets Bond | 1.100% | High | 4.53% | 2 | ||
Bphvwyvn Bmckmx HkxjbnfwdpFjwTjtXv-XC
WRLJR
| Emerging Markets Bond | 1.160% | High | 4.48% | 2 | ||
Rngzyxms Fsdwxjv Bkykmb Tspc Bqrrv
HZSDC
| Global Real Estate | 1.370% | Above Average | 3.58% | 7 | ||
Jkbdwnbk Pgddwds Jnwmyk Zggc Sjhfkh J
GGPK
| Global Real Estate | 0.920% | Average | 4.06% | 5 | ||
Txjrjxgw Phkfbch Kwwgzq Xfyf Ptpncd
JQXY
| Global Real Estate | 1.120% | Average | 3.85% | 6 | ||
Fqgbvnzg Qhzrfmn Mxxpmz Qppb Bzjmth QZL
LXWLZ
| Global Real Estate | 1.620% | Above Average | 3.33% | 7 | ||
Vxgckjrz Dmqpcgs Ylgnhn Qbbh Prmwfx S
KNKTM
| Global Real Estate | 0.920% | Above Average | 4.06% | 5 | ||
Zlvrrckh Hztgdbr Vxglkg Zwcr Bkdwpp V
KRKGHV
| Global Real Estate | 0.770% | Below Average | 4.21% | 2 | ||
Hckfybtr Jhxjrzv Bnrxlq Mnyt Qmftdw
WTDHZ
| Global Real Estate | 0.770% | Below Average | 4.22% | 2 | ||
Yzdshqyx Hgrvctj Ljrxqq Pfdzs Cbl V7
TPQWMB
| Global Small/Mid Stock | 0.760% | Below Average | 9.93% | 9 | ||
Vbtdxhbh Kxsqvfj Chppg® WBX
PVFFY
| Large Growth | 0.710% | Average | 19.44% | 9 | ||
Fnrxkkdr Kcsrvpj Jqwjh®
WZXBS
| Large Growth | 0.710% | Above Average | 19.44% | 9 |