Morningstar Magazine - August/September 2017 - I8

Data Dashboard

Medalist Funds

Equity

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Laudus US Large Cap Growth LGILX

Large Growth

´

Below Average

LKCM Equity Instl LKEQX

Large Growth

„

MFS Growth B MEGBX

Large Growth

MFS Massachusetts Inv Gr Stk A MIGFX

* Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

23.46

10.70

14.93

No

Below Average

QQQ

17.15

6.31

12.37

No

„

High

QQQQ

18.60

9.78

14.39

No

Large Growth

´

Below Average

QQQQ

17.54

9.22

13.98

No

Morgan Stanley Inst Growth I MSEQX

Large Growth

´

Low

QQQQQ

30.46

13.21

18.16

No

Neuberger Berman Socially Rspns Inv NBSRX

Large Growth

´

Average

QQQ

18.92

8.13

14.46

Yes

Parnassus PARNX

Large Growth

´

Average

QQQQ

26.26

9.72

16.66

No

Polen Growth Instl POLIX

Large Growth

´

Average

QQQQ

20.64

14.36

14.62

No

PRIMECAP Odyssey Growth POGRX

Large Growth

Œ

Below Average

QQQQ

31.28

11.98

17.22

No

Prudential Jennison Focused Growth Z SPFZX

Large Growth

´

Average

QQQQ

24.83

10.71

14.82

No

Prudential Jennison Growth A PJFAX

Large Growth

„

Average

QQQQ

24.05

10.41

14.91

No

RiverPark/Wedgewood Instl RWGIX

Large Growth

´

Below Average

Q

11.02

2.76

9.56

No

Sequoia SEQUX

Large Growth

´

Average

QQ

17.61

0.29

8.52

No

T. Rowe Price Blue Chip Growth TRBCX

Large Growth

„

Below Average

QQQQQ

27.86

12.42

16.93

No

T. Rowe Price Growth Stock PRGFX

Large Growth

´

Below Average

QQQQQ

28.96

12.48

16.40

No

T. Rowe Price Instl Large Cap Growth TRLGX

Large Growth

´

Low

QQQQQ

31.51

12.53

17.53

No

TIAA-CREF Growth & Income Instl TIGRX

Large Growth

´

Low

QQQQ

18.80

8.98

14.52

No

Touchstone Sands Capital Inst Gr CISGX

Large Growth

´

Below Average

QQQ

24.55

6.07

12.86

No

Touchstone Sands Capital Sel Grwth Z PTSGX

Large Growth

´

Average

QQ

24.16

5.69

12.39

No

Vanguard Capital Opportunity Inv VHCOX

Large Growth

Œ

Low

QQQQQ

33.81

12.37

19.82

Yes

Vanguard Growth Index Inv VIGRX

Large Growth

„

Low

QQQQ

20.00

9.99

14.70

No

Vanguard PRIMECAP Core Inv VPCCX

Large Growth

Œ

Low

QQQQQ

27.40

11.61

17.85

Yes

Vanguard PRIMECAP Inv VPMCX

Large Growth

Œ

Low

QQQQQ

28.89

11.98

18.47

Yes

Waddell & Reed Vanguard A UNVGX

Large Growth

´

Above Average

QQQ

19.31

9.24

13.80

No

AllianzGI NFJ Dividend Value Instl NFJEX

Large Value

´

Low

QQ

15.96

3.92

11.20

No

American Beacon Large Cap Value Instl AADEX

Large Value

´

Low

QQQ

22.57

6.02

13.50

No

American Century Equity Income Inv TWEIX

Large Value

„

Average

QQQQ

11.88

9.65

12.47

Yes

American Century Value Inv TWVLX

Large Value

„

Average

QQQQ

12.84

6.59

13.00

No

American Funds American Mutual A AMRMX

Large Value

Œ

Low

QQQQ

12.29

7.81

12.34

No

American Funds Washington Mutual A AWSHX

Large Value

Œ

Low

QQQQ

15.09

8.12

13.28

No

AMG River Road Divdnd All Cap Val N ARDEX

Large Value

´

Above Average

QQQQ

12.84

6.98

11.79

No

Artisan Value Inv ARTLX

Large Value

´

Average

QQQ

18.37

5.67

11.63

No

BlackRock Equity Dividend Inv B MBDVX

Large Value

´

High

QQQ

16.81

7.73

10.93

Yes

Boston Partners All Cap Value Instl BPAIX

Large Value

„

Below Average

QQQQQ

21.36

9.60

16.07

No

ClearBridge Large Cap Value I SAIFX

Large Value

´

Low

QQQQ

17.11

7.12

13.07

No

Columbia Dividend Income Z GSFTX

Large Value

„

Below Average

QQQQ

14.40

9.42

13.06

No

8



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
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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
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Morningstar Magazine - August/September 2017 - I26
Morningstar Magazine - August/September 2017 - I27
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Morningstar Magazine - August/September 2017 - I30
Morningstar Magazine - August/September 2017 - Cover3I
Morningstar Magazine - August/September 2017 - Cover4I
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