Data Dashboard Medalist Funds Fixed Income Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Goldman Sachs Short Dur T/F Instl GSDUX Muni National Short ´ Below Avg Nuveen Limited Trm Municipal Bond A FLTDX Muni National Short * T. Rowe Price Tax-Free Shrt-Interm PRFSX Muni National Short Thornburg Limited-Term Muni A LTMFX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ 1.15 0.98 0.88 No Average QQQQQ 1.36 0.91 1.13 No Œ Below Avg QQQQ 0.28 0.59 0.76 No Muni National Short ´ Above Avg QQQQ 0.58 0.66 0.92 No Vanguard Ltd-Term Tx-Ex VMLTX Muni National Short * Low QQQQ 0.66 0.85 0.96 No Vanguard Short-Term Tx-Ex VWSTX Muni National Short * Low QQQ 0.68 0.65 0.58 No Wells Fargo Short-Term Muni Bd C WSSCX Muni National Short ´ High QQ 0.46 -0.08 0.04 No Wells Fargo Ultra Shrt-Term Muni Inc SMAIX Muni National Short ´ Low QQQ 1.07 0.57 0.54 No Vanguard NY Long-Term Tax-Exmpt Inv VNYTX Muni New York Interm * Low QQQQQ 2.80 2.57 3.18 No Fidelity® New York Municipal Income FTFMX Muni New York Long Œ Low QQQ 2.19 2.10 2.70 No MainStay MacKay NY Tax Free Opps I MNOIX Muni New York Long ´ Low QQQQQ 4.13 3.07 3.66 No BlackRock Strategic Income Opps Instl BSIIX Nontraditional Bond * Low QQQ 3.83 2.32 2.92 No FPA New Income FPNIX Nontraditional Bond ´ Low QQ 2.46 1.71 1.43 No Metropolitan West Unconstrained Bd I MWCIX Nontraditional Bond ´ Below Avg QQQQ 2.49 2.39 2.65 No PIMCO Mortgage Opportunities Instl PMZIX Nontraditional Bond * Low QQQQQ 4.17 4.00 4.01 No Vanguard Short-Term Federal Inv VSGBX Short Government * Low QQQQ -0.02 0.53 0.59 No American Funds Interm Bd Fd of Amer AIBAX Short-Term Bond ´ Average QQQ -0.46 0.36 0.59 No Baird Short-Term Bond Inst BSBIX Short-Term Bond * Low QQQ 0.65 1.19 1.33 No BlackRock Low Duration Bond Instl BFMSX Short-Term Bond ´ Low QQQQ 1.17 1.26 1.37 No Fidelity Advisor® Limited Trm Bond I EFIPX Short-Term Bond * Below Avg QQQQ 0.35 0.99 1.10 No Fidelity® Short-Term Bond FSHBX Short-Term Bond * Below Avg QQQ 0.21 0.75 0.83 No Invesco Short Term Bond C STBCX Short-Term Bond ´ Above Avg QQQ 0.39 0.96 0.96 No JPMorgan Limited Duration Bond I HLGFX Short-Term Bond ´ Below Avg QQQQ 1.58 1.14 1.42 No PIMCO Low Duration Instl PTLDX Short-Term Bond * Below Avg QQQQ 1.11 1.11 0.93 No Prudential Short-Term Corporate Bd A PBSMX Short-Term Bond ´ Above Avg QQQQ 0.34 1.08 1.26 No Thornburg Limited Term Income A THIFX Short-Term Bond ´ Above Avg QQQQQ 0.97 1.36 1.56 No Vanguard Short-Term Bond Index Inv VBISX Short-Term Bond * Low QQQ 0.09 0.61 0.77 No Vanguard Short-Term Corp Bd Idx I VSTBX Short-Term Bond * Low QQQQ 0.67 1.45 1.66 No Vanguard Short-Trm Investment-Grade VFSTX Short-Term Bond * Low QQQQ 0.67 1.40 1.50 No BBH Limited Duration I BBBIX Ultrashort Bond ´ Below Avg QQQQQ 2.15 1.85 1.56 No DFA One-Year Fixed-Income I DFIHX Ultrashort Bond ´ Low QQQ 0.74 0.66 0.53 No Federated Ultrashort Bond Svc FULBX Ultrashort Bond ´ High QQQ 1.17 0.81 0.61 No Fidelity® Conservative Income Bond FCNVX Ultrashort Bond ´ Low QQQ 1.36 1.04 0.80 No PIMCO Short-Term Instl PTSHX Ultrashort Bond * Average QQQQQ 2.11 2.01 1.61 No Putnam Short Duration Income Y PSDYX Ultrashort Bond ´ Below Avg QQQ 1.47 1.05 0.89 No AB Global Bond A ANAGX World Bond * Average QQQQ 1.84 2.26 2.44 No 18