Medalist Funds Fixed Income Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Meridian Small Cap Growth Legacy MSGGX Small Growth ´ Average Neuberger Berman Genesis Inv NBGNX Small Growth ´ Oppenheimer Discovery A OPOCX Small Growth PNC Multi Factor Small Cap Core I PLOIX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ 20.66 10.96 - Yes Below Avg QQQ 13.01 9.73 11.10 No * Average QQQQ 23.54 9.95 12.86 Yes Small Growth ´ Low QQQQ 8.59 7.24 12.72 No Prudential Jennison Small Company B CHNDX Small Growth ´ High QQ 12.05 6.50 10.40 Yes Royce Premier Invmt RYPRX Small Growth ´ Average QQ 17.32 10.57 10.49 No T. Rowe Price Instl Small-Cap Stock TRSSX Small Growth ´ Low QQQQ 13.59 9.25 12.48 Yes T. Rowe Price New Horizons PRNHX Small Growth * Low QQQQQ 26.87 13.93 17.03 Yes T. Rowe Price QM US Small-Cap Gr Eq PRDSX Small Growth Œ Low QQQQQ 16.77 9.45 14.10 No T. Rowe Price Small-Cap Stock OTCFX Small Growth ´ Below Avg QQQQ 13.46 9.06 12.01 Yes Vanguard Explorer Inv VEXPX Small Growth ´ Low QQQ 20.61 8.98 12.89 No Vanguard Small Cap Growth Index Inv VISGX Small Growth * Low QQQ 17.25 7.99 11.29 No Virtus KAR Small-Cap Core I PKSFX Small Growth ´ Average QQQQQ 35.41 17.86 16.10 No Virtus KAR Small-Cap Growth I PXSGX Small Growth ´ Average QQQQQ 40.10 21.66 19.41 No Wasatch Core Growth WGROX Small Growth Œ Average QQQQ 24.19 11.48 13.80 No Wasatch Small Cap Growth Inv WAAEX Small Growth * Above Avg QQQQ 24.63 8.36 11.04 Yes AllianzGI NFJ Small-Cap Value Instl PSVIX Small Value ´ Low QQQ 5.46 5.91 7.91 No American Beacon Small Cp Val Inst AVFIX Small Value ´ Low QQQQ 5.38 7.52 10.58 No Columbia Small Cap Value II Inst NSVAX Small Value ´ Below Avg QQQ 7.14 7.62 10.76 Yes Delaware Small Cap Value A DEVLX Small Value ´ Average QQQQ 5.75 8.84 10.57 No DFA Tax-Managed US Targeted Value DTMVX Small Value * Low QQQQ 8.63 7.81 11.44 No DFA US Small Cap Value I DFSVX Small Value Œ Low QQQ 6.13 6.51 9.90 No DFA US Targeted Value I DFFVX Small Value Œ Low QQQ 6.92 7.25 10.63 No Diamond Hill Small Cap A DHSCX Small Value * Above Avg QQQQ 8.62 5.39 8.57 Yes Hotchkis & Wiley Small Cap Value I HWSIX Small Value ´ Below Avg QQQ 3.12 3.90 9.95 Yes Invesco Small CapValue A VSCAX Small Value ´ Average QQQ 9.94 5.76 10.66 Yes Janus Henderson Small Cap Value L JSIVX Small Value * Average QQQQQ 7.50 9.38 11.15 Yes Royce Opportunity Invmt RYPNX Small Value ´ Average QQQ 12.94 9.67 10.95 No Royce Special Equity Invmt RYSEX Small Value * Average QQQ 2.80 5.06 7.40 No Vanguard Small Cap Value Index Inv VISVX Small Value * Low QQQQ 7.27 7.85 11.52 No Credit Suisse Floating Rate Hi Inc A CHIAX Bank Loan ´ Average QQQQ 3.89 4.30 3.79 No Eaton Vance Floating Rate I EIBLX Bank Loan ´ Below Avg QQQQ 4.56 4.39 3.69 No Eaton Vance Floating-Rate & Hi Inc C ECFHX Bank Loan ´ High QQQ 3.22 3.42 2.87 No Eaton Vance Floating-Rate Advantage B EBFAX Bank Loan ´ Above Avg QQQQ 4.77 4.50 3.80 Yes Fidelity Advisor® Floating Rate Hi Inc M FFRTX Bank Loan ´ Average QQQ 3.78 3.50 2.90 No Lord Abbett Floating Rate I LFRIX Bank Loan ´ Low QQQQQ 4.44 4.53 4.04 No *Funds closed to new investors may still be accepting money from existing fundholders. global.morningstar.com/Morningstarmagazine 13http://global.morningstar.com/Morningstarmagazine