Data Dashboard Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Fidelity Advisor® Growth & Income I FGIOX Large Blend ´ Below Average Fidelity Advisor® Large Cap I FALIX Large Blend ´ Fidelity® 500 Index Inv FUSEX Large Blend Fidelity® Growth & Income FGRIX * Closed to New Investors 1Yr 3Yr 5Yr QQQ 21.20 7.55 13.78 No Below Average QQQQ 23.33 7.57 15.37 No Œ Low QQQQ 17.79 9.52 14.53 No Large Blend ´ Below Average QQ 21.26 7.63 13.95 No Fidelity® Large Cap Stock FLCSX Large Blend „ Low QQQQ 23.12 7.56 15.25 No Fidelity® Total Market Index Inv FSTMX Large Blend Œ Low QQQQ 18.48 9.00 14.44 No FMI Large Cap FMIHX Large Blend Œ Below Average QQQQ 17.25 7.69 13.28 No Glenmede Large Cap Core Port GTLOX Large Blend ´ Average QQQQQ 19.35 9.76 16.66 No JPMorgan Equity Index I HLEIX Large Blend ´ Low QQQQ 17.62 9.39 14.38 No JPMorgan US Equity L JMUEX Large Blend „ Low QQQQQ 20.20 9.12 15.19 Yes Lazard US Equity Concentrated Instl LEVIX Large Blend ´ Below Average QQQQ 12.94 10.49 15.85 No Mairs & Power Growth Inv MPGFX Large Blend „ Below Average QQQQ 12.13 7.79 14.09 No MFS Blended Research Core Equity I MUSEX Large Blend ´ Low QQQQ 16.00 8.07 13.96 No MFS Massachusetts Investors Tr A MITTX Large Blend „ Below Average QQQQQ 19.74 8.90 14.39 No MFS Research A MFRFX Large Blend ´ Below Average QQQQ 17.09 8.67 13.91 No Natixis Oakmark A NEFOX Large Blend „ Above Average QQQ 27.18 8.18 15.02 No Neuberger Berman Multi-Cap Opp Inst NMULX Large Blend ´ Below Average QQQQ 26.00 8.76 15.67 No Oakmark Inv OAKMX Large Blend Œ Average QQQQQ 27.03 8.45 15.55 No Oakmark Select Inv OAKLX Large Blend Œ Average QQQ 24.78 6.60 15.38 No Oppenheimer Main Street A MSIGX Large Blend ´ Average QQQQ 16.58 9.40 14.36 No Parnassus Core Equity Inv PRBLX Large Blend „ Average QQQQ 14.22 7.46 14.29 No PRIMECAP Odyssey Stock POSKX Large Blend Œ Below Average QQQQQ 26.94 11.13 16.35 No Schwab Total Stock Market Index SWTSX Large Blend Œ Low QQQQ 18.47 9.00 14.45 No Schwab® S&P 500 Index SWPPX Large Blend Œ Low QQQQ 17.80 9.51 14.52 No Selected American Shares S SLASX Large Blend ´ Average QQQ 22.98 8.37 13.51 No T. Rowe Price Dividend Growth PRDGX Large Blend „ Low QQQQQ 14.35 10.01 14.24 No T. Rowe Price Equity Index 500 PREIX Large Blend ´ Low QQQQ 17.61 9.34 14.33 No T. Rowe Price Growth & Income PRGIX Large Blend ´ Below Average QQQQ 15.40 10.01 14.63 No T. Rowe Price Total Equity Market Idx POMIX Large Blend ´ Low QQQQ 18.60 8.99 14.53 No TIAA-CREF Social Choice Eq Instl TISCX Large Blend ´ Low QQQ 18.85 7.85 14.14 No Vanguard 500 Index Inv TISCX Large Blend Œ Low QQQQ 17.74 9.46 14.46 No Vanguard Dividend Growth Inv VDIGX Large Blend Œ Low QQQQ 11.95 9.06 13.13 Yes Vanguard FTSE Social Index Inv VFTSX Large Blend ´ Low QQQQ 21.37 10.20 16.39 No Vanguard Growth & Income Inv VQNPX Large Blend ´ Low QQQQ 16.41 9.45 14.58 No Vanguard Instl Index I VINIX Large Blend Œ Low QQQQ 17.86 9.59 14.60 No Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX Large Blend Œ Low QQQQ 18.49 9.12 14.62 No 6