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