Data Dashboard Medalist Funds Alternative Allocation Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Oakmark Equity And Income Inv OAKBX Alloc-50% to 70% Equity * Below Avg T. Rowe Price Balanced RPBAX Alloc-50% to 70% Equity * T. Rowe Price Capital Appreciation PRWCX Alloc-50% to 70% Equity T. Rowe Price Personal Strat Bal TRPBX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ 8.13 5.72 8.33 No Low QQQQ 12.00 6.91 8.57 No Œ Low QQQQQ 9.99 8.60 11.03 Yes Alloc-50% to 70% Equity * Below Avg QQQQ 12.31 7.09 8.44 No Vanguard Balanced Index Inv VBINX Alloc-50% to 70% Equity Œ Low QQQQQ 8.62 6.51 8.37 No Vanguard LifeStrategy Moderate Gr Inv VSMGX Alloc-50% to 70% Equity Œ Low QQQ 9.60 6.03 7.38 No Vanguard STAR Inv VGSTX Alloc-50% to 70% Equity * Low QQQQ 12.32 6.99 8.59 No Vanguard Wellington™ Inv VWELX Alloc-50% to 70% Equity Œ Low QQQQQ 8.79 7.41 8.94 Yes VY® T. Rowe Price Capital Apprec S ITCSX Alloc-50% to 70% Equity * Below Avg QQQQQ 9.70 8.35 10.85 No Westwood Income Opportunity Instl WHGIX Alloc-50% to 70% Equity ´ Below Avg QQQQ 4.58 3.94 5.37 No American Funds Growth and Inc Port R5 RGNFX Alloc-70% to 85% Equity * Low QQQQQ 12.33 8.01 9.42 No American Funds Income Fund of Amer A AMECX Alloc-70% to 85% Equity * Low QQQQ 7.22 6.25 7.80 No Fidelity Advisor® Strategic Div & Inc® I FSIDX Alloc-70% to 85% Equity ´ Low QQQ 4.77 6.20 8.21 No Fidelity® Four-in-One Index FFNOX Alloc-70% to 85% Equity Œ Low QQQQ 12.17 7.73 9.64 No MFS® Growth Allocation I MGWIX Alloc-70% to 85% Equity ´ Low QQQQ 13.46 7.61 8.47 No T. Rowe Price Personal Strat Gr TRSGX Alloc-70% to 85% Equity * Low QQQQQ 15.61 8.48 10.38 No Vanguard LifeStrategy Growth Inv VASGX Alloc-70% to 85% Equity Œ Low QQQQ 12.28 7.44 9.07 No Franklin Mutual Beacon Z BEGRX Allocation-85%+ Equity ´ Low QQQ 4.66 6.03 9.42 No Franklin Mutual Shares Z MUTHX Allocation-85%+ Equity ´ Low QQQ 1.50 4.65 8.05 No Manning & Napier Pro-Blnd Max Trm S EXHAX Allocation-85%+ Equity ´ Below Avg QQQ 15.54 7.32 8.62 No MFS® Aggressive Growth Allocation I MIAGX Allocation-85%+ Equity ´ Low QQQQ 16.37 8.81 9.99 No BlackRock Multi-Asset Income Instl BIICX Tactical Allocation ´ Low QQQ 4.48 3.63 4.58 No PIMCO All Asset All Authority Inst PAUIX Tactical Allocation ´ Below Avg QQ 7.28 4.15 0.89 No PIMCO All Asset Instl PAAIX Tactical Allocation Œ Low QQQQ 8.77 5.70 3.55 No AQR Long-Short Equity I QLEIX Long-Short Equity ´ Below Avg QQQQQ 12.04 13.27 - Yes Boston Partners Global Long/Short Instl BGLSX Long-Short Equity ´ Average QQQ 3.30 4.37 - No Boston Partners Long/Short Equity Instl BPLSX Long-Short Equity ´ High QQQQ -2.14 7.18 4.71 Yes Boston Partners Long/Short Rsrch Instl BPIRX Long-Short Equity * Below Avg QQQQ 6.43 4.50 6.73 No Diamond Hill Long-Short A DIAMX Long-Short Equity ´ Below Avg QQQ 0.61 3.97 6.36 Yes Schwab Hedged Equity SWHEX Long-Short Equity ´ Below Avg QQQQ 5.70 6.18 7.95 No Abbey Capital Futures Strategy I ABYIX Managed Futures ´ Average QQQ -2.01 -3.90 - No American Beacon AHL Mgd Futs Strat AHLIX Managed Futures ´ Below Avg QQQQ 2.72 -0.91 - No AQR Managed Futures Strategy HV I QMHIX Managed Futures ´ Below Avg Q -5.66 -9.79 - No AQR Managed Futures Strategy N AQMNX Managed Futures ´ Below Avg QQQ -3.40 -6.45 0.61 No Credit Suisse Managed Futs Strat I CSAIX Managed Futures ´ Low QQQQ -2.30 -3.27 3.75 No Natixis ASG Managed Futures Strategy Y ASFYX Managed Futures ´ Below Avg QQQ 1.18 -5.28 4.89 No 4