Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Parnassus Core Equity Inv PRBLX Large Blend * Average PIMCO StocksPLUS® Instl PSTKX Large Blend ´ PRIMECAP Odyssey Stock POSKX Large Blend Schwab Total Stock Market Index SWTSX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ 11.39 8.76 11.69 No Low QQQQ 13.85 10.32 13.29 No Œ Below Avg QQQQQ 17.83 12.10 14.75 No Large Blend Œ Low QQQQ 13.76 10.16 12.94 No Schwab® S&P 500 Index SWPPX Large Blend Œ Low QQQQ 13.96 10.70 13.20 No Selected American Shares S SLASX Large Blend ´ Average QQQ 13.90 10.64 11.99 No T. Rowe Price Dividend Growth PRDGX Large Blend * Below Avg QQQQ 12.80 9.96 12.40 No T. Rowe Price Equity Index 500 PREIX Large Blend ´ Low QQQQ 13.72 10.50 13.02 No T. Rowe Price Growth & Income PRGIX Large Blend ´ Below Avg QQQQ 12.03 9.94 12.98 No T. Rowe Price Total Equity Market Idx POMIX Large Blend ´ Low QQQQ 13.46 10.07 12.90 No T. Rowe Price US Large-Cap Core TRULX Large Blend ´ Average QQQQQ 11.88 10.58 13.52 No TIAA-CREF Social Choice Eq Instl TISCX Large Blend ´ Low QQQ 14.83 9.88 12.05 No Touchstone Focused Y TFFYX Large Blend ´ Average QQQQ 10.43 8.85 12.10 No Vanguard 500 Index Inv VFINX Large Blend Œ Low QQQQ 13.84 10.63 13.14 No Vanguard Dividend Growth Inv VDIGX Large Blend Œ Low QQQQ 11.53 8.91 11.54 Yes Vanguard FTSE Social Index Inv VFTSX Large Blend * Low QQQQ 15.01 10.53 14.21 No Vanguard Growth & Income Inv VQNPX Large Blend ´ Low QQQQ 13.82 10.44 13.34 No Vanguard Instl Index I VINIX Large Blend Œ Low QQQQ 13.96 10.75 13.28 No Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX Large Blend Œ Low QQQQ 13.86 10.25 13.08 No Vanguard Tax-Managed Capital App I VTCIX Large Blend Œ Low QQQQQ 14.72 10.84 13.52 No Vanguard Total Stock Mkt Idx Inv VTSMX Large Blend Œ Low QQQQ 13.74 10.09 12.89 No Vulcan Value Partners VVPLX Large Blend ´ Above Avg QQ 11.72 6.72 11.26 Yes Wells Fargo Index Admin WFIOX Large Blend ´ Low QQQQ 13.72 10.51 13.03 No Akre Focus Instl AKRIX Large Growth * Above Avg QQQQ 28.54 14.07 16.03 No Alger Capital Appreciation B ACAPX Large Growth ´ High QQQ 20.47 10.02 14.05 Yes Alger Capital Appreciation Instl I ALARX Large Growth ´ Above Avg QQQQ 21.40 11.01 15.00 No Alger Capital Appreciation Ptfl I-2 ALVOX Large Growth ´ Average QQQQ 21.44 10.98 15.15 No Alger Spectra A SPECX Large Growth ´ Above Avg QQQQ 21.33 10.91 14.93 No Amana Growth Inv AMAGX Large Growth ´ Above Avg QQQ 19.54 11.31 13.11 No American Century Select Inv TWCIX Large Growth ´ Average QQQQ 19.58 11.94 14.91 No American Century Ultra® Inv TWCUX Large Growth ´ Average QQQQ 24.06 13.18 16.21 No American Funds AMCAP A AMCPX Large Growth Œ Below Avg QQQQ 19.00 10.61 14.00 No American Funds Growth Fund of Amer A AGTHX Large Growth ´ Below Avg QQQ 20.11 12.81 14.86 No American Funds New Economy A ANEFX Large Growth Œ Below Avg QQQQ 28.05 13.16 15.23 No BlackRock Capital Appreciation K BFGBX Large Growth ´ Below Avg QQQQ 27.91 13.25 15.69 No ClearBridge Aggressive Growth A SHRAX Large Growth * Above Avg QQ 5.81 4.01 10.64 No *Funds closed to new investors may still be accepting money from existing fundholders. global.morningstar.com/Morningstarmagazine 7http://global.morningstar.com/Morningstarmagazine