Morningstar Magazine - August/September 2017 - I14

Data Dashboard

Medalist Funds

Fixed Income

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

PIMCO High Yield Instl PHIYX

High Yield Bond

„

Low

Principal High Yield A CPHYX

High Yield Bond

´

T. Rowe Price High Yield PRHYX

High Yield Bond

Vanguard High-Yield Corp Inv VWEHX

* Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

11.33

4.62

6.36

No

Average

QQQQ

12.01

4.06

6.52

No

Œ

Below Average

QQQQ

11.97

3.80

6.78

Yes

High Yield Bond

„

Low

QQQQ

10.23

4.61

6.16

No

American High-Income Muni Bond A AMHIX

High Yield Muni

´

Below Average

QQQQ

0.18

4.95

5.24

No

BlackRock High Yield Muni Instl MAYHX

High Yield Muni

´

Low

QQQQ

-0.37

5.95

5.23

No

Franklin High Yield Tax-Free Inc A FRHIX

High Yield Muni

´

Below Average

QQQ

-1.49

3.95

3.56

No

MainStay High Yield Muni Bond I MMHIX

High Yield Muni

´

Below Average

QQQQQ

1.00

6.61

6.25

No

MFS Municipal High Income A MMHYX

High Yield Muni

„

Below Average

QQQQQ

0.41

5.46

4.98

No

T. Rowe Price Tax-Free High Yield PRFHX

High Yield Muni

Œ

Below Average

QQQQ

-0.13

4.80

4.89

No

BlackRock Inflation Protected Bnd Instl BPRIX

Inflation-Protected Bond

´

Low

QQQQ

-0.40

-0.08

-0.03

No

PIMCO Real Return Instl PRRIX

Inflation-Protected Bond

„

Below Average

QQQQ

0.58

0.25

0.22

No

Vanguard Inflation-Protected Secs Inv VIPSX

Inflation-Protected Bond

Œ

Low

QQQQ

-0.90

0.53

0.11

No

BlackRock GNMA Inv C BGPCX

Intermediate Government

„

High

QQ

-1.52

0.50

0.55

No

BlackRock US Government Bond Instl PNIGX

Intermediate Government

„

Below Average

QQQQ

-1.00

1.86

1.59

No

Fidelity® GNMA FGMNX

Intermediate Government

Œ

Below Average

QQQQQ

-0.09

1.85

1.75

No

Fidelity® Government Income FGOVX

Intermediate Government

Œ

Below Average

QQQQ

-1.69

1.78

1.40

No

JPMorgan Government Bond I HLGAX

Intermediate Government

„

Below Average

QQQQ

-1.45

2.12

1.43

No

PIMCO GNMA Instl PDMIX

Intermediate Government

„

Below Average

QQQQQ

0.12

2.04

1.78

No

Vanguard GNMA Inv VFIIX

Intermediate Government

Œ

Low

QQQQQ

-0.10

2.12

1.86

No

AB Intermediate Bond A ABQUX

Intermediate-Term Bond

´

Average

QQQQ

1.35

2.65

2.86

No

American Century Diversified Bond I ACBPX

Intermediate-Term Bond

´

Low

QQQQ

0.06

2.51

2.31

No

Baird Aggregate Bond Inst BAGIX

Intermediate-Term Bond

„

Low

QQQQ

0.63

2.93

3.21

No

Baird Core Plus Bond Inst BCOIX

Intermediate-Term Bond

„

Low

QQQQQ

1.65

3.18

3.38

No

BlackRock Total Return K MPHQX

Intermediate-Term Bond

„

Low

QQQQ

1.25

3.08

4.04

No

BlackRock US Mortgage Portfolio Instl MSUMX

Intermediate-Term Bond

„

Low

QQQQQ

1.24

2.71

3.17

No

Dodge & Cox Income DODIX

Intermediate-Term Bond

Œ

Low

QQQQ

3.24

2.85

3.45

No

Fidelity® Intermediate Bond FTHRX

Intermediate-Term Bond

„

Low

QQ

0.44

2.01

2.05

No

Fidelity® Investment Grade Bond FBNDX

Intermediate-Term Bond

„

Low

QQQ

1.53

2.52

2.56

No

Fidelity® Mortgage Securities FMSFX

Intermediate-Term Bond

„

Low

QQQ

0.09

2.29

2.18

No

Fidelity® Total Bond FTBFX

Intermediate-Term Bond

Œ

Low

QQQQ

2.27

3.05

3.09

No

Harbor Bond Instl HABDX

Intermediate-Term Bond

„

Below Average

QQQQQ

2.17

2.63

2.79

No

JHancock Bond A JHNBX

Intermediate-Term Bond

´

Above Average

QQQQQ

2.64

2.76

3.98

No

JPMorgan Core Bond I WOBDX

Intermediate-Term Bond

„

Below Average

QQQQ

-0.19

2.44

2.19

No

Loomis Sayles Core Plus Bond A NEFRX

Intermediate-Term Bond

Œ

Average

QQQQ

2.70

1.72

3.26

No

Loomis Sayles Invmt Grade Bnd Y LSIIX

Intermediate-Term Bond

Œ

Below Average

QQQQ

4.80

1.25

3.67

No

14



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
Morningstar Magazine - August/September 2017 - 5
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Morningstar Magazine - August/September 2017 - Cover3
Morningstar Magazine - August/September 2017 - Cover4
Morningstar Magazine - August/September 2017 - Cover1I
Morningstar Magazine - August/September 2017 - Cover2I
Morningstar Magazine - August/September 2017 - I3
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Morningstar Magazine - August/September 2017 - I14
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