Morningstar Magazine - August/September 2017 - I9

Medalist Funds

Equity

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

DFA US Large Cap Value I DFLVX

Large Value

„

Low

Diamond Hill Large Cap A DHLAX

Large Value

Œ

Dodge & Cox Stock DODGX

Large Value

Dreyfus Strategic Value A DAGVX

* Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

20.86

7.58

16.13

No

Average

QQQQQ

22.44

8.85

15.07

No

Œ

Low

QQQQ

28.65

8.48

16.36

No

Large Value

´

Average

QQQQ

19.66

7.60

15.19

No

Fidelity® Value Discovery FVDFX

Large Value

´

Average

QQQQ

19.30

7.40

14.22

No

Hartford Dividend and Growth Y HDGYX

Large Value

´

Below Average

QQQQQ

17.95

8.18

13.71

No

Hartford Equity Income Y HQIYX

Large Value

´

Below Average

QQQQ

14.91

8.02

13.18

No

Hotchkis & Wiley Value Opps Instl HWAIX

Large Value

´

Average

QQQQ

28.79

7.16

15.39

No

Invesco Comstock A ACSTX

Large Value

„

Below Average

QQQ

21.96

5.52

13.12

No

Invesco Diversified Dividend A LCEAX

Large Value

„

Below Average

QQQQQ

8.42

7.67

13.33

No

Invesco Dividend Income Inv FSTUX

Large Value

´

Above Average

QQQQ

6.83

9.12

11.53

Yes

JHancock Disciplined Value I VLIX

Large Value

„

Below Average

QQQQ

19.99

6.82

13.69

No

JPMorgan Equity Income I HLIEX

Large Value

„

Below Average

QQQQQ

14.57

8.00

13.35

No

JPMorgan Growth And Income A VGRIX

Large Value

´

Average

QQQ

16.31

7.34

13.97

No

JPMorgan Value Advantage L JVAIX

Large Value

„

Below Average

QQQQ

18.17

7.24

13.74

Yes

Loomis Sayles Value Y LSGIX

Large Value

´

Below Average

QQQ

17.26

5.79

13.50

No

LSV Value Equity LSVEX

Large Value

„

Below Average

QQQQ

21.41

7.61

16.52

No

MFS Value A MEIAX

Large Value

„

Average

QQQQQ

16.38

9.06

14.63

No

Neuberger Berman Equity Income Inst NBHIX

Large Value

„

Below Average

QQQ

11.31

5.89

8.91

No

Putnam Equity Income A PEYAX

Large Value

´

Average

QQQQ

16.63

6.72

14.16

No

Schwab Fundamntl US Lrge Comp Idx SFLNX

Large Value

´

Low

QQQQ

13.79

7.40

13.98

No

Sound Shore Inv SSHFX

Large Value

„

Average

QQQQ

21.30

6.58

15.25

No

T. Rowe Price Equity Income PRFDX

Large Value

´

Below Average

QQQ

17.92

5.98

12.18

No

T. Rowe Price Value TRVLX

Large Value

´

Below Average

QQQQ

17.93

7.11

15.40

No

TIAA-CREF Large-Cap Value Retire TRLCX

Large Value

´

Below Average

QQQ

17.16

6.26

13.17

No

Transamerica Large Cap Value I2 TWQZX

Large Value

´

Below Average

QQQQQ

20.25

11.07

16.35

No

Vanguard Equity-Income Inv VEIPX

Large Value

„

Low

QQQQQ

13.57

8.42

13.50

No

Vanguard US Value Inv VUVLX

Large Value

´

Low

QQQ

16.32

7.05

14.48

No

Vanguard Value Index Inv VIVAX

Large Value

„

Low

QQQQ

16.36

8.60

14.22

No

Vanguard Windsor™ II Inv VWNFX

Large Value

´

Low

QQQ

18.57

6.92

12.95

No

Vanguard Windsor™ Inv VWNDX

Large Value

´

Low

QQQ

23.10

6.68

14.79

No

ClearBridge Mid Cap A SBMAX

Mid-Cap Blend

´

Average

QQQ

19.31

6.24

13.81

No

Columbia Mid Cap Index Z NMPAX

Mid-Cap Blend

´

Low

QQQQ

18.33

8.30

14.68

No

DFA US Core Equity 2 I DFQTX

Mid-Cap Blend

„

Low

QQQ

19.81

7.24

14.61

No

Dreyfus Opportunistic Midcap Value A DMCVX

Mid-Cap Blend

´

Above Average

QQQ

19.51

4.05

13.44

No

Fidelity® Extnd Market Index Inv FSEMX

Mid-Cap Blend

„

Low

QQQQ

21.55

6.88

14.17

No

*Funds closed to new investors may still be accepting money from existing fundholders.

global.morningstar.com/Morningstarmagazine

9


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Table of Contents for the Digital Edition of Morningstar Magazine - August/September 2017

Contents
Morningstar Magazine - August/September 2017 - Cover1
Morningstar Magazine - August/September 2017 - Cover2
Morningstar Magazine - August/September 2017 - 1
Morningstar Magazine - August/September 2017 - 2
Morningstar Magazine - August/September 2017 - Contents
Morningstar Magazine - August/September 2017 - 4
Morningstar Magazine - August/September 2017 - 5
Morningstar Magazine - August/September 2017 - 6
Morningstar Magazine - August/September 2017 - 7
Morningstar Magazine - August/September 2017 - 8
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Morningstar Magazine - August/September 2017 - 13
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Morningstar Magazine - August/September 2017 - 19
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Morningstar Magazine - August/September 2017 - 28
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Morningstar Magazine - August/September 2017 - Cover3
Morningstar Magazine - August/September 2017 - Cover4
Morningstar Magazine - August/September 2017 - Cover1I
Morningstar Magazine - August/September 2017 - Cover2I
Morningstar Magazine - August/September 2017 - I3
Morningstar Magazine - August/September 2017 - I4
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Morningstar Magazine - August/September 2017 - I14
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Morningstar Magazine - August/September 2017 - Cover3I
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