Data Dashboard Medalist Funds Fixed Income Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Nuveen Interm Duration Muni Bd I NUVBX Muni National Interm „ Low T. Rowe Price Summit Muni Intm PRSMX Muni National Interm Œ USAA Tax Exempt Interm-Term USATX Muni National Interm Vanguard High-Yield Tax-Exempt VWAHX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ -0.70 2.99 3.00 No Low QQQQ -0.63 2.71 2.78 No ´ Below Average QQQQQ -1.31 2.61 2.96 No Muni National Interm „ Low QQQQQ -0.57 4.33 4.23 No Vanguard Interm-Term Tx-Ex Inv VWITX Muni National Interm „ Low QQQQ -0.48 2.86 2.87 No Vanguard Tax-Exempt Bond Idx Inv VTEBX Muni National Interm „ Low Wells Fargo Interm Tax/AMT-Fr A WFTAX Muni National Interm ´ Average QQQ -1.27 2.09 2.48 No Western Asset Interm-Term Muni A SBLTX Muni National Interm ´ Average QQQQ -0.96 2.42 2.33 No Deutsche Managed Municipal Bond S SCMBX Muni National Long ´ Low QQQQQ -0.89 3.45 3.55 No Fidelity Advisor® Municipal Income M FAHIX Muni National Long „ Average QQQ -1.70 3.14 3.25 No Fidelity® Municipal Income FHIGX Muni National Long Œ Low QQQ -1.26 3.48 3.54 No Fidelity® Tax-Free Bond FTABX Muni National Long Œ Low QQQQ -1.22 3.56 3.64 No Franklin Federal Tax-Free Income A FKTIX Muni National Long ´ Below Average QQQ -1.16 2.95 3.06 No MainStay Tax-Free Bond B MKTBX Muni National Long ´ Above Average QQQ -1.67 3.62 3.67 Yes MFS Municipal Income B MMIBX Muni National Long „ Above Average QQQ -0.66 3.12 2.72 No Nuveen All-American Muni Bond A FLAAX Muni National Long ´ Below Average QQQQQ -0.86 4.33 4.15 No T. Rowe Price Tax-Free Income Inv PRTAX Muni National Long Œ Low QQQQ -0.91 3.36 3.36 No Vanguard Long-Term Tax-Exempt VWLTX Muni National Long „ Low QQQQ -0.88 3.99 3.90 No Wells Fargo Municipal Bond Admin WMFDX Muni National Long „ Below Average QQQQ -0.32 3.52 4.04 No Western Asset Managed Municipals A SHMMX Muni National Long ´ Below Average QQQQ -0.85 3.11 3.25 No AB Diversified Municipal SNDPX Muni National Short ´ Below Average QQQQQ -0.54 1.83 1.67 No American Funds Ltd-Term Tx-Ex Bd A LTEBX Muni National Short ´ Average QQQQQ -0.06 1.39 1.67 No Fidelity® Limited Term Muni Income FSTFX Muni National Short Œ Below Average QQQQ -0.03 1.05 1.18 No Goldman Sachs Short Dur T/F Instl GSDUX Muni National Short ´ Low QQQQ 0.69 1.11 1.07 No Nuveen Limited Term Muni Bond A FLTDX Muni National Short „ Average QQQQ -0.48 1.29 1.47 No T. Rowe Price Tax-Free Shrt-Interm PRFSX Muni National Short Œ Below Average QQQQ 0.11 1.05 1.16 No Thornburg Limited-Term Muni A LTMFX Muni National Short ´ Above Average QQQQQ -0.39 1.28 1.44 No Vanguard Ltd-Term Tx-Ex VMLTX Muni National Short „ Low QQQQ 0.23 1.18 1.22 No Vanguard Short-Term Tx-Ex VWSTX Muni National Short „ Low QQ 0.59 0.64 0.67 No Wells Fargo Short-Term Muni Bd C WSSCX Muni National Short ´ High QQ -0.61 -0.12 0.15 No Wells Fargo Ultra Shrt-Term Muni Inc SMAIX Muni National Short ´ Low QQQ 0.36 0.50 0.55 No Vanguard NY Long-Trm Tax-Exmpt Inv VNYTX Muni New York Interm „ Low QQQQQ -0.77 3.98 3.79 No Fidelity® New York Municipal Income FTFMX Muni New York Long Œ Low QQQQ -1.18 3.49 3.25 No BlackRock Strategic Income Opps Instl BSIIX Nontraditional Bond „ Low QQQQ 5.31 2.09 3.65 No FPA New Income FPNIX Nontraditional Bond ´ Low QQ 2.33 1.34 1.40 No Metropolitan West Unconstrained Bd I MWCIX Nontraditional Bond ´ Low QQQQ 4.05 2.36 4.12 No 16 -0.77 No