Morningstar Magazine - August/September 2017 - I13

Medalist Funds

Fixed Income

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Columbia Floating Rate K CFERX

Bank Loan

´

Average

Eaton Vance Floating Rate I EIBLX

Bank Loan

´

Eaton Vance Floating-Rate & Hi Inc C ECFHX

Bank Loan

Eaton Vance Floating-Rate Advantage B EBFAX

* Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

6.68

3.06

4.41

Yes

Below Average

QQQQ

8.23

3.58

4.19

No

´

High

QQQ

7.50

2.70

3.60

No

Bank Loan

´

Above Average

QQQQ

8.81

3.53

4.46

Yes

Fidelity Advisor® Floating Rate Hi Inc M FFRTX

Bank Loan

´

Above Average

QQQ

6.81

2.53

3.25

No

Lord Abbett Floating Rate I LFRIX

Bank Loan

´

Low

QQQQQ

6.76

3.56

4.88

No

RidgeWorth Seix Floating Rate Hi Inc I SAMBX

Bank Loan

´

Low

QQQQQ

7.22

3.31

4.43

No

Voya Floating Rate I IFRIX

Bank Loan

´

Below Average

QQQ

5.23

3.06

4.11

No

AllianzGI Convertible Instl ANNPX

Convertibles

„

Low

QQQQ

15.32

3.69

10.18

Yes

Columbia Convertible Securities A PACIX

Convertibles

´

Average

QQQQ

18.94

4.23

10.44

No

Franklin Convertible Securities A FISCX

Convertibles

´

Below Average

QQQQ

14.66

5.30

10.61

No

Vanguard Convertible Securities Inv VCVSX

Convertibles

´

Low

QQQ

11.19

1.60

7.55

Yes

Federated Bond F ISHIX

Corporate Bond

´

Above Average

QQQQ

5.26

3.49

4.38

No

MFS Corp Bond A MFBFX

Corporate Bond

´

Above Average

QQQQ

2.57

3.27

3.87

No

PIMCO Invmt Grade Corp Bd Instl PIGIX

Corporate Bond

„

Below Average

QQQQQ

4.75

4.81

5.23

No

Vanguard Interm-Trm Invmt-Grade Inv VFICX

Corporate Bond

„

Low

QQQ

0.69

3.15

3.36

No

Vanguard Long-Trm Invmt-Grade Inv VWESX

Corporate Bond

„

Low

QQQQQ

1.24

5.99

5.60

No

Fidelity Advisor® Emerg Mkts Inc M FAEMX

Emerging Markets Bond

„

Above Average

QQQQ

8.80

4.61

5.42

No

Fidelity® New Markets Income FNMIX

Emerging Markets Bond

„

Below Average

QQQQ

9.25

5.03

5.86

No

T. Rowe Price Emerging Markets Bond PREMX

Emerging Markets Bond

´

Below Average

QQQQ

8.91

5.10

5.49

No

TCW Emerging Markets Income I TGEIX

Emerging Markets Bond

„

Below Average

QQQQ

8.90

3.62

5.09

No

AB High Income A AGDAX

High Yield Bond

´

Average

QQQQ

12.07

4.43

7.10

No

BlackRock High Yield Bond K BRHYX

High Yield Bond

´

Low

QQQQ

12.79

3.91

7.15

No

Columbia High Yield Bond A INEAX

High Yield Bond

´

Above Average

QQQQ

10.08

4.12

6.28

No

Eaton Vance High Income Opps B EVHIX

High Yield Bond

„

High

QQQ

9.46

3.74

6.29

Yes

Eaton Vance Income Fund of Boston A EVIBX

High Yield Bond

„

Average

QQQQ

9.95

4.06

6.17

No

Federated Instl High Yield Bond Instl FIHBX

High Yield Bond

„

Low

QQQQQ

11.74

5.04

6.90

No

Fidelity Advisor® High Inc Advtg M FAHYX

High Yield Bond

„

Average

QQQ

14.12

4.72

7.60

No

Fidelity® Capital & Income FAGIX

High Yield Bond

„

Below Average

QQQQQ

14.43

4.89

8.00

No

Fidelity® High Income SPHIX

High Yield Bond

„

Below Average

QQQQ

13.09

3.91

6.02

No

Hotchkis & Wiley High Yield I HWHIX

High Yield Bond

´

Below Average

QQQQ

13.75

3.91

6.93

No

Loomis Sayles High Income Opps Instl LSIOX

High Yield Bond

„

Low

QQQQQ

12.44

4.76

8.27

No

Lord Abbett High Yield A LHYAX

High Yield Bond

´

Average

QQQQQ

12.85

4.90

7.96

No

MainStay High Yield Corp Bond B MKHCX

High Yield Bond

´

High

QQQ

9.54

3.53

5.34

Yes

Neuberger Berman High Inc Bnd Inv NHINX

High Yield Bond

„

Average

QQQQ

10.23

2.88

5.62

Yes

Osterweis Strategic Income OSTIX

High Yield Bond

´

Below Average

QQQ

9.85

3.60

5.07

No

*Funds closed to new investors may still be accepting money from existing fundholders.

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13


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Table of Contents for the Digital Edition of Morningstar Magazine - August/September 2017

Contents
Morningstar Magazine - August/September 2017 - Cover1
Morningstar Magazine - August/September 2017 - Cover2
Morningstar Magazine - August/September 2017 - 1
Morningstar Magazine - August/September 2017 - 2
Morningstar Magazine - August/September 2017 - Contents
Morningstar Magazine - August/September 2017 - 4
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Morningstar Magazine - August/September 2017 - Cover3
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Morningstar Magazine - August/September 2017 - Cover1I
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