Morningstar Magazine - August/September 2017 - I7

Medalist Funds

Equity

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Vanguard Tax-Managed Capital App I VTCIX

Large Blend

Œ

Low

Vanguard Total Stock Mkt Idx Inv VTSMX

Large Blend

Œ

Vulcan Value Partners VVPLX

Large Blend

Wells Fargo Index Admin WFIOX

* Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

18.80

9.44

14.90

No

Low

QQQQ

18.35

8.94

14.42

No

´

Average

QQQ

22.02

6.58

13.90

Yes

Large Blend

´

Low

QQQQ

17.61

9.36

14.36

No

Akre Focus Instl AKRIX

Large Growth

„

Average

QQQQ

16.91

9.41

15.05

No

Alger Capital Appreciation B ACAPX

Large Growth

´

High

QQQ

20.00

8.85

14.07

Yes

Alger Capital Appreciation Instl I ALARX

Large Growth

´

Above Average

QQQQ

20.98

9.76

15.07

No

Alger Capital Appreciation Ptfl I-2 ALVOX

Large Growth

´

Average

QQQQ

20.97

9.93

15.26

No

Alger Spectra A SPECX

Large Growth

´

Above Average

QQQQ

20.92

9.71

15.01

No

Amana Growth Inv AMAGX

Large Growth

´

Above Average

QQQ

18.00

9.49

12.14

No

American Century Select Inv TWCIX

Large Growth

´

Average

QQQQ

21.47

11.23

14.02

No

American Century Ultra® Inv TWCUX

Large Growth

´

Average

QQQQ

23.68

10.88

15.27

No

American Funds AMCAP A AMCPX

Large Growth

Œ

Below Average

QQQ

16.44

7.28

14.44

No

American Funds Growth Fund of Amer A AGTHX

Large Growth

´

Below Average

QQQ

21.52

9.82

15.57

No

American Funds New Economy A ANEFX

Large Growth

Œ

Below Average

QQQ

26.13

7.72

15.47

No

AMG Mngrs Montag & Caldwell Grwth N MCGFX

Large Growth

´

Above Average

QQ

10.10

6.12

10.38

No

AQR Large Cap Momentum Style I AMOMX

Large Growth

´

Low

QQQ

11.67

6.71

12.95

No

BlackRock Capital Appreciation K BFGBX

Large Growth

´

Below Average

QQQ

22.92

10.84

14.45

No

ClearBridge Aggressive Growth A SHRAX

Large Growth

„

Above Average

QQ

17.35

3.67

13.99

No

ClearBridge Large Cap Growth A SBLGX

Large Growth

´

Above Average

QQQQQ

18.27

11.75

17.10

No

Davis Opportunity B RPFEX

Large Growth

´

High

QQQ

20.48

8.21

15.60

Yes

Eaton Vance Atlanta Capital Sel Eq I ESEIX

Large Growth

´

Below Average

QQQ

14.27

10.11

13.18

No

Fidelity Advisor® New Insights I FINSX

Large Growth

„

Low

QQQQ

20.54

8.63

13.69

No

Fidelity® Blue Chip Growth FBGRX

Large Growth

´

Below Average

QQQQQ

28.37

11.30

17.09

No

Fidelity® Contrafund® FCNTX

Large Growth

„

Below Average

QQQQ

22.19

10.49

14.64

No

Fidelity® Growth Company FDGRX

Large Growth

„

Below Average

QQQQQ

32.57

13.48

17.52

Yes

Fidelity® New Millennium FMILX

Large Growth

´

Low

QQQ

19.46

5.99

13.14

No

Franklin Growth A FKGRX

Large Growth

´

Average

QQQQ

21.61

10.45

14.58

No

Glenmede Large Cap Growth GTLLX

Large Growth

´

Average

QQQQ

18.57

10.84

17.06

No

Harbor Capital Appreciation Instl HACAX

Large Growth

Œ

Below Average

QQQQQ

24.40

10.66

15.25

No

Ivy Large Cap Growth A WLGAX

Large Growth

´

Above Average

QQQ

19.34

9.17

13.83

No

Janus Henderson Forty S JARTX

Large Growth

´

Above Average

QQQQ

21.53

13.27

15.48

No

Jensen Quality Growth J JENSX

Large Growth

„

Average

QQQQ

16.48

11.78

14.83

No

JHancock US Global Leaders Growth A USGLX

Large Growth

´

Above Average

QQQQ

17.86

10.97

12.96

No

JPMorgan Growth Advantage A VHIAX

Large Growth

´

Above Average

QQQQ

24.48

10.76

16.52

No

JPMorgan Large Cap Growth I SEEGX

Large Growth

´

Average

QQQQ

27.65

11.41

13.86

No

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

global.morningstar.com/Morningstarmagazine

7


http://global.morningstar.com/Morningstarmagazine

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
Morningstar Magazine - August/September 2017 - 6
Morningstar Magazine - August/September 2017 - 7
Morningstar Magazine - August/September 2017 - 8
Morningstar Magazine - August/September 2017 - 9
Morningstar Magazine - August/September 2017 - 10
Morningstar Magazine - August/September 2017 - 11
Morningstar Magazine - August/September 2017 - 12
Morningstar Magazine - August/September 2017 - 13
Morningstar Magazine - August/September 2017 - 14
Morningstar Magazine - August/September 2017 - 15
Morningstar Magazine - August/September 2017 - 16
Morningstar Magazine - August/September 2017 - 17
Morningstar Magazine - August/September 2017 - 18
Morningstar Magazine - August/September 2017 - 19
Morningstar Magazine - August/September 2017 - 20
Morningstar Magazine - August/September 2017 - 21
Morningstar Magazine - August/September 2017 - 22
Morningstar Magazine - August/September 2017 - 23
Morningstar Magazine - August/September 2017 - 24
Morningstar Magazine - August/September 2017 - 25
Morningstar Magazine - August/September 2017 - 26
Morningstar Magazine - August/September 2017 - 27
Morningstar Magazine - August/September 2017 - 28
Morningstar Magazine - August/September 2017 - 29
Morningstar Magazine - August/September 2017 - 30
Morningstar Magazine - August/September 2017 - 31
Morningstar Magazine - August/September 2017 - 32
Morningstar Magazine - August/September 2017 - 33
Morningstar Magazine - August/September 2017 - 34
Morningstar Magazine - August/September 2017 - 35
Morningstar Magazine - August/September 2017 - 36
Morningstar Magazine - August/September 2017 - 37
Morningstar Magazine - August/September 2017 - 38
Morningstar Magazine - August/September 2017 - 39
Morningstar Magazine - August/September 2017 - 40
Morningstar Magazine - August/September 2017 - 41
Morningstar Magazine - August/September 2017 - 42
Morningstar Magazine - August/September 2017 - 43
Morningstar Magazine - August/September 2017 - 44
Morningstar Magazine - August/September 2017 - 45
Morningstar Magazine - August/September 2017 - 46
Morningstar Magazine - August/September 2017 - 47
Morningstar Magazine - August/September 2017 - 48
Morningstar Magazine - August/September 2017 - 49
Morningstar Magazine - August/September 2017 - 50
Morningstar Magazine - August/September 2017 - 51
Morningstar Magazine - August/September 2017 - 52
Morningstar Magazine - August/September 2017 - 53
Morningstar Magazine - August/September 2017 - 54
Morningstar Magazine - August/September 2017 - 55
Morningstar Magazine - August/September 2017 - 56
Morningstar Magazine - August/September 2017 - 57
Morningstar Magazine - August/September 2017 - 58
Morningstar Magazine - August/September 2017 - 59
Morningstar Magazine - August/September 2017 - 60
Morningstar Magazine - August/September 2017 - 61
Morningstar Magazine - August/September 2017 - 62
Morningstar Magazine - August/September 2017 - 63
Morningstar Magazine - August/September 2017 - 64
Morningstar Magazine - August/September 2017 - 65
Morningstar Magazine - August/September 2017 - 66
Morningstar Magazine - August/September 2017 - 67
Morningstar Magazine - August/September 2017 - 68
Morningstar Magazine - August/September 2017 - 69
Morningstar Magazine - August/September 2017 - 70
Morningstar Magazine - August/September 2017 - 71
Morningstar Magazine - August/September 2017 - 72
Morningstar Magazine - August/September 2017 - 73
Morningstar Magazine - August/September 2017 - 74
Morningstar Magazine - August/September 2017 - 75
Morningstar Magazine - August/September 2017 - 76
Morningstar Magazine - August/September 2017 - 77
Morningstar Magazine - August/September 2017 - 78
Morningstar Magazine - August/September 2017 - 79
Morningstar Magazine - August/September 2017 - 80
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
Morningstar Magazine - August/September 2017 - I4
Morningstar Magazine - August/September 2017 - I5
Morningstar Magazine - August/September 2017 - I6
Morningstar Magazine - August/September 2017 - I7
Morningstar Magazine - August/September 2017 - I8
Morningstar Magazine - August/September 2017 - I9
Morningstar Magazine - August/September 2017 - I10
Morningstar Magazine - August/September 2017 - I11
Morningstar Magazine - August/September 2017 - I12
Morningstar Magazine - August/September 2017 - I13
Morningstar Magazine - August/September 2017 - I14
Morningstar Magazine - August/September 2017 - I15
Morningstar Magazine - August/September 2017 - I16
Morningstar Magazine - August/September 2017 - I17
Morningstar Magazine - August/September 2017 - I18
Morningstar Magazine - August/September 2017 - I19
Morningstar Magazine - August/September 2017 - I20
Morningstar Magazine - August/September 2017 - I21
Morningstar Magazine - August/September 2017 - I22
Morningstar Magazine - August/September 2017 - I23
Morningstar Magazine - August/September 2017 - I24
Morningstar Magazine - August/September 2017 - I25
Morningstar Magazine - August/September 2017 - I26
Morningstar Magazine - August/September 2017 - I27
Morningstar Magazine - August/September 2017 - I28
Morningstar Magazine - August/September 2017 - I29
Morningstar Magazine - August/September 2017 - I30
Morningstar Magazine - August/September 2017 - Cover3I
Morningstar Magazine - August/September 2017 - Cover4I
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com