Data Dashboard Medalist Funds Alternative Allocation Annualized Total Return % Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Name Morningstar Category T. Rowe Price Personal Strat Bal TRPBX Allocation--50% to 70% Equity „ Low Vanguard Balanced Index Inv VBINX Allocation--50% to 70% Equity Œ Vanguard LifeStrategy Moderate Gr Inv VSMGX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ 13.92 5.41 9.49 No Low QQQQQ 10.45 6.39 9.42 No Allocation--50% to 70% Equity Œ Low QQQ 10.94 5.09 8.33 No Vanguard STAR Inv VGSTX Allocation--50% to 70% Equity „ Low QQQQ 13.97 5.71 9.58 No Vanguard Wellington™ Inv VWELX Allocation--50% to 70% Equity Œ Low QQQQQ 12.23 6.75 10.37 Yes VY® T. Rowe Price Capital Apprec S ITCSX Allocation--50% to 70% Equity „ Below Average QQQQQ 12.05 9.14 12.73 No American Funds Growth and Inc Port R5 RGNFX Allocation--70% to 85% Equity „ Low QQQQ 13.17 5.79 10.53 No American Funds Income Fund of Amer A AMECX Allocation--70% to 85% Equity „ Low QQQQ 9.55 5.29 9.36 No Fidelity Advisor® Strategic Div & Inc® I FSIDX Allocation--70% to 85% Equity ´ Low QQQQ 9.30 6.68 10.55 No Fidelity® Four-in-One Index FFNOX Allocation--70% to 85% Equity Œ Low QQQQ 15.94 6.08 11.14 No MFS Growth Allocation I MGWIX Allocation--70% to 85% Equity ´ Low QQQQ 13.50 5.37 9.89 No T. Rowe Price Personal Strat Gr TRSGX Allocation--70% to 85% Equity „ Low QQQQQ 18.00 6.26 11.56 No Vanguard LifeStrategy Growth Inv VASGX Allocation--70% to 85% Equity Œ Low QQQQ 14.94 5.74 10.27 No Franklin Mutual Beacon Z BEGRX Allocation--85%+ Equity ´ Low QQQQ 20.87 6.46 12.64 No Franklin Mutual Shares Z MUTHX Allocation--85%+ Equity ´ Low QQQQ 17.25 5.40 11.82 No Manning & Napier Pro-Blnd Max Trm S EXHAX Allocation--85%+ Equity ´ Below Average QQ 13.97 3.05 10.41 No MFS Aggressive Growth Allocation I MIAGX Allocation--85%+ Equity ´ Below Average QQQQ 16.06 6.15 11.61 No BlackRock Multi-Asset Income Instl BIICX Tactical Allocation ´ Low QQQQ 9.25 3.33 6.49 No PIMCO All Asset All Authority Inst PAUIX Tactical Allocation ´ Below Average QQQ 9.62 -0.64 1.70 No PIMCO All Asset Instl PAAIX Tactical Allocation Œ Low QQQQ 10.82 1.45 4.24 No Driehaus Active Income LCMAX Long-Short Credit ´ Below Average QQQ 5.37 1.15 2.17 No Boston Partners Global Long/Shrt Instl BGLSX Long-Short Equity ´ Average QQQQ 4.78 3.95 Boston Partners Long/Shrt Equity Instl BPLSX Long-Short Equity ´ High QQQQ 7.70 3.83 6.82 Yes Boston Partners Long/Shrt Rsrch Instl BPIRX Long-Short Equity „ Below Average QQQQ 8.68 4.22 8.45 No Diamond Hill Long-Short A DIAMX Long-Short Equity ´ Below Average QQQQ 15.56 4.40 9.33 Yes Abbey Capital Futures Strtgy I ABYIX Managed Futures ´ Average QQQQ -8.95 3.97 No AQR Managed Futures Strtgy HV I QMHIX Managed Futures ´ Average QQ -22.09 0.50 No AQR Managed Futures Strtgy N AQMNX Managed Futures „ Below Average QQQ -15.62 0.41 1.50 No Natixis ASG Managed Futures Strtgy Y ASFYX Managed Futures ´ Below Average QQQQ -12.66 1.97 4.32 No AC Alternatives® Market Neutral Val I ACVKX Market Neutral ´ Below Average QQQQQ 0.50 3.02 3.10 Yes AQR Diversified Arbitrage I ADAIX Market Neutral ´ Below Average QQQ 12.52 0.11 1.07 Yes Arbitrage R ARBFX Market Neutral ´ Below Average QQQQ 3.64 2.29 1.77 No BlackRock Glbl Long/Shrt Equity Instl BDMIX Market Neutral ´ Average QQQ 8.88 0.39 Merger Inv MERFX Market Neutral ´ Below Average QQQQ 3.83 0.81 2.27 No TFS Market Neutral TFSMX Market Neutral ´ Above Average QQQ 5.97 0.34 1.32 No Touchstone Merger Arbitrage Instl TMGLX Market Neutral ´ Below Average QQQQ 4.08 2.90 2.78 No 4 No No