Morningstar Magazine - June/July 2018 - I24

Data Dashboard

Medalist Funds

Specialty

International

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Moerus Worldwide Value Instl MOWIX

World Small/Mid Stock

´

Above Avg

Vanguard Global Minimum Vol Adm VMNVX

World Small/Mid Stock

*

Wells Fargo Global Small Cap A EKGAX

World Small/Mid Stock

PIMCO CommoditiesPLUS® Strat Instl PCLIX

* Closed
to New
Investors

1Yr

3Yr

5Yr

-

6.28

-

-

No

Low

QQQ

9.53

7.94

-

No

´

Above Avg

QQQQ

18.08

11.44

11.56

No

Commodities Broad Basket

*

Below Avg

QQQ

17.51

1.38

-6.44

No

PIMCO Commodity Real Ret Strat Instl PCRIX

Commodities Broad Basket

*

Below Avg

QQQ

4.06

-2.79

-9.36

No

T. Rowe Price Media & Telecomms PRMTX

Communications

*

Below Avg

QQQQQ

22.68

17.26

17.78

No

Fidelity Advisor® Energy M FAGNX

Equity Energy

´

Above Avg

QQQQ

-1.24

-1.42

-1.21

No

Fidelity® Select Energy FSENX

Equity Energy

´

Below Avg

QQQQ

-0.66

-0.76

-0.66

No

Vanguard Energy Inv VGENX

Equity Energy

*

Low

QQQQQ

4.88

2.24

0.16

No

VanEck International Invs Gold A INIVX

Equity Precious Metals

´

Above Avg

QQQ

-4.80

8.87

-6.51

No

Davis Financial A RPFGX

Financial

´

Below Avg

QQQQ

13.99

11.67

13.18

No

Franklin Mutual Financial Services Z TEFAX

Financial

´

Average

QQQQ

9.38

9.27

11.60

No

JHancock Regional Bank B FRBFX

Financial

´

High

QQQQQ

12.85

17.92

17.20

Yes

Brookfield Global Listed Real Estate I BLRIX

Global Real Estate

´

Below Avg

QQQ

2.73

1.71

6.02

No

Principal Global Real Estate Sec Instl POSIX

Global Real Estate

´

Below Avg

QQQQ

10.08

3.32

6.12

No

Voya Global Real Estate A IGLAX

Global Real Estate

´

Above Avg

QQ

3.87

-0.27

3.00

No

Voya International Real Estate I IIRIX

Global Real Estate

´

Average

QQQ

14.52

3.31

3.76

No

Fidelity Advisor® Health Care I FHCIX

Health

*

Below Avg

QQQQQ

16.73

3.81

17.74

No

Fidelity® Select Health Care FSPHX

Health

*

Below Avg

QQQQQ

16.17

3.59

17.62

No

Hartford Healthcare Y HGHYX

Health

´

Below Avg

QQQQ

10.05

5.55

16.17

No

Prudential Jennison Health Sciences Z PHSZX

Health

´

Below Avg

QQQQ

15.45

1.72

16.50

Yes

Vanguard Health Care Inv VGHCX

Health

Œ

Low

QQQQ

8.39

3.88

14.60

No

Lazard Global Listed Infrastructure Inst GLIFX

Infrastructure

*

Below Avg

QQQQQ

3.09

7.94

13.24

No

Cohen & Steers Instl Realty Shares CSRIX

Real Estate

´

Below Avg

QQQQ

-1.13

2.09

6.96

No

Cohen & Steers Realty Shares CSRSX

Real Estate

´

Below Avg

QQQQ

-1.47

1.79

6.69

No

DFA Real Estate Securities I DFREX

Real Estate

*

Low

QQQ

-2.45

1.65

6.34

No

Fidelity® Real Estate Income FRIFX

Real Estate

´

Below Avg

QQQQQ

1.32

4.38

5.27

No

Fidelity® Real Estate Investment Port FRESX

Real Estate

´

Below Avg

QQQQ

-2.57

1.98

6.36

No

Morgan Stanley Inst US Real Estate I MSUSX

Real Estate

*

Average

QQQ

-4.43

-0.16

5.66

No

Neuberger Berman Real Estate Tr NBRFX

Real Estate

´

Above Avg

QQQQ

2.01

2.97

6.07

Yes

Nuveen Real Estate Securities I FARCX

Real Estate

´

Average

QQQQ

-2.19

1.39

6.22

No

Principal Real Estate Securities R5 PREPX

Real Estate

´

Average

QQQQQ

1.64

2.57

7.84

No

T. Rowe Price Real Estate TRREX

Real Estate

Œ

Below Avg

QQQ

-1.86

0.66

6.38

No

Vanguard Real Estate Index Inv VGSIX

Real Estate

*

Low

QQQ

-4.62

0.62

5.62

No

Voya Real Estate I CRARX

Real Estate

´

Below Avg

QQQ

-3.66

-0.07

5.29

No

AllianzGI Technology Instl DRGTX

Technology

´

Average

QQQQ

40.36

20.40

22.44

No

24



Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2018

Contents
Morningstar Magazine - June/July 2018 - Cover1
Morningstar Magazine - June/July 2018 - Cover2
Morningstar Magazine - June/July 2018 - 1
Morningstar Magazine - June/July 2018 - 2
Morningstar Magazine - June/July 2018 - Contents
Morningstar Magazine - June/July 2018 - 4
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Morningstar Magazine - June/July 2018 - Cover3
Morningstar Magazine - June/July 2018 - Cover4
Morningstar Magazine - June/July 2018 - Cover1I
Morningstar Magazine - June/July 2018 - Cover2I
Morningstar Magazine - June/July 2018 - I3
Morningstar Magazine - June/July 2018 - I4
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Morningstar Magazine - June/July 2018 - I31
Morningstar Magazine - June/July 2018 - Cover4I
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