Data Dashboard Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating LSV Value Equity LSVEX Large Value * Below Avg MFS® Value A MEIAX Large Value * Neuberger Berman Equity Income Inst NBHIX Large Value Poplar Forest Partners Instl IPFPX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ 12.09 9.52 13.14 No Average QQQQ 8.71 8.49 11.39 No * Below Avg QQQ 9.26 7.50 7.71 No Large Value ´ Average QQ 0.89 6.30 10.54 No Principal Equity Income A PQIAX Large Value ´ Average QQQQ 12.23 8.90 10.75 No Putnam Equity Income A PEYAX Large Value ´ Average QQQQ 11.10 8.09 11.11 No Schwab Fundamntl US Large Cmpny Idx SFLNX Large Value ´ Low QQQQ 10.16 8.83 11.48 No Sound Shore Inv SSHFX Large Value * Average QQQ 8.21 6.87 11.79 No T. Rowe Price Equity Income PRFDX Large Value ´ Below Avg QQQ 9.94 8.51 9.66 No T. Rowe Price Value TRVLX Large Value ´ Average QQQQ 10.92 7.95 11.83 No TIAA-CREF Large-Cap Value Retire TRLCX Large Value ´ Below Avg QQQ 5.34 6.65 9.87 No Transamerica Large Cap Value I2 TWQZX Large Value ´ Below Avg QQQQQ 5.65 9.94 12.56 No Vanguard Equity-Income Inv VEIPX Large Value * Low QQQQQ 10.37 10.09 11.65 No Vanguard US Value Inv VUVLX Large Value * Low QQQ 7.38 7.82 11.19 No Vanguard Value Index Inv VIVAX Large Value * Low QQQQQ 10.68 9.92 12.06 No Vanguard Windsor™ Inv VWNDX Large Value ´ Low QQQQ 11.99 8.27 11.89 No ClearBridge Mid Cap A SBMAX Mid-Cap Blend ´ Above Avg QQQ 5.06 5.06 10.08 No Columbia Mid Cap Index Inst NMPAX Mid-Cap Blend ´ Low QQQQ 10.72 8.71 11.72 No DFA US Core Equity 2 I DFQTX Mid-Cap Blend * Low QQQQ 13.03 9.20 12.29 No Dreyfus Opportunistic Midcap Value A DMCVX Mid-Cap Blend ´ Above Avg QQQ 8.57 5.93 10.02 No Fidelity® Extended Market Index Inv FSEMX Mid-Cap Blend * Low QQQQ 13.18 8.02 11.79 No First Eagle Fund of America Y FEAFX Mid-Cap Blend ´ Above Avg QQQ 9.94 3.52 8.07 Yes FMI Common Stock FMIMX Mid-Cap Blend Œ Average QQQQ 9.61 7.47 10.14 No JHancock Disciplined Value Mid Cap I JVMIX Mid-Cap Blend * Below Avg QQQQQ 10.46 9.06 13.75 Yes JPMorgan Mid Cap Value L FLMVX Mid-Cap Blend Œ Low QQQQ 7.48 6.45 11.04 Yes Longleaf Partners Small-Cap LLSCX Mid-Cap Blend ´ Below Avg QQQ 3.77 4.82 9.83 Yes Lord Abbett Value Opportunities I LVOYX Mid-Cap Blend ´ Below Avg QQQQ 6.23 5.49 9.88 No Parnassus Mid-Cap PARMX Mid-Cap Blend * Average QQQQQ 7.90 8.70 11.19 No T. Rowe Price Extnded Equity Mrket Idx PEXMX Mid-Cap Blend ´ Low QQQ 12.74 7.90 11.72 No Vanguard Extended Market Index Inv VEXMX Mid-Cap Blend Œ Low QQQ 12.97 7.92 11.71 No Vanguard Mid Cap Index Instl VMCIX Mid-Cap Blend Œ Low QQQQ 12.34 7.88 12.27 No Vanguard Strategic Equity Inv VSEQX Mid-Cap Blend * Low QQQQ 10.96 8.12 13.46 No VY® JPMorgan Mid Cap Value I IJMIX Mid-Cap Blend * Below Avg QQQQ 7.65 6.47 11.07 No Artisan Mid Cap Inv ARTMX Mid-Cap Growth * Above Avg QQQ 16.07 6.91 11.12 Yes Baird MidCap Inst BMDIX Mid-Cap Growth ´ Below Avg QQQQ 21.88 8.85 11.25 No Baron Asset Retail BARAX Mid-Cap Growth ´ Above Avg QQQQ 19.87 10.63 13.27 No 10