Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating JPMorgan Small Cap Core R5 VSSCX Small Blend ´ Low JPMorgan Small Cap Equity A VSEAX Small Blend * JPMorgan US Small Company L JUSSX Small Blend Mairs & Power Small Cap MSCFX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 0.84 13.50 7.62 No Above Avg QQQQQ 2.83 11.72 8.25 Yes ´ Low QQQQ -0.87 9.46 6.09 Yes Small Blend * Average QQQQ 7.25 10.71 6.97 No Neuberger Berman Intrinsic Value Instl NINLX Small Blend ´ Below Avg QQQQ 8.66 12.54 7.24 No PIMCO StocksPLUS® Small Institutional PSCSX Small Blend ´ Low QQQQQ 1.42 15.20 7.84 No Schwab Small Cap Index SWSSX Small Blend ´ Low QQQQ 2.08 12.95 7.11 No T. Rowe Price Small-Cap Value PRSVX Small Blend ´ Below Avg QQQQ 1.45 12.26 6.65 No Vanguard Small Cap Index Inv NAESX Small Blend Œ Low QQQQQ 5.45 12.65 7.77 Yes Vanguard Tax-Managed Small Cap Adm VTMSX Small Blend Œ Low QQQQQ 1.55 12.36 8.41 No Voya Russell Small Cap Index Port I IIRSX Small Blend ´ Low QQQ 1.78 12.57 6.84 No Westwood SmallCap Institutional WHGSX Small Blend ´ Below Avg QQQQ -2.09 12.57 7.07 No Aberdeen US Small Cap Equity Inst Svc GSXIX Small Growth ´ Average QQQ 4.90 9.74 9.81 No Alger Small Cap Focus I AOFIX Small Growth * Average QQQQQ 24.17 27.25 13.87 No Artisan Small Cap Investor ARTSX Small Growth * Average QQQQQ 16.91 21.57 10.91 Yes Baron Small Cap Retail BSCFX Small Growth * Above Avg QQQQ 10.84 17.91 9.16 No BlackRock Advantage Small Cap Gr Instl PSGIX Small Growth ´ Low QQQ 9.05 15.26 7.67 No Brown Capital Mgmt Small Co Inv BCSIX Small Growth Œ Above Avg QQQQQ 11.05 20.58 13.52 Yes Champlain Small Company Adv CIPSX Small Growth Œ Above Avg QQQQ 9.29 17.32 10.53 Yes ClearBridge Small Cap Growth A SASMX Small Growth * Average QQQQ 12.94 20.14 9.29 Yes Conestoga Small Cap Investors CCASX Small Growth * Average QQQQ 11.12 19.89 11.93 Yes Fidelity® Small Cap Growth FCPGX Small Growth ´ Below Avg QQQQQ 7.01 20.05 12.29 Yes Fidelity® Small Cap Growth K6 FOCSX Small Growth ´ Low - 6.82 - - Yes Franklin Small Cap Growth Adv FSSAX Small Growth ´ Low QQQ 9.89 18.08 7.92 No Harbor Small Cap Growth Instl HASGX Small Growth ´ Below Avg QQQ 4.50 15.69 8.51 No Invesco Small Cap Growth A GTSAX Small Growth ´ Average QQQ 2.61 14.56 8.58 Yes Janus Henderson Triton D JANIX Small Growth ´ Low QQQQQ 6.45 16.27 12.06 Yes Janus Henderson Venture D JANVX Small Growth ´ Low QQQQ 8.85 16.01 11.05 Yes Loomis Sayles Small Cap Growth Instl LSSIX Small Growth * Below Avg QQQQ 10.41 17.69 9.31 No Meridian Growth Legacy MERDX Small Growth * Below Avg QQQQ 8.31 16.26 11.10 Yes Meridian Small Cap Growth Legacy MSGGX Small Growth ´ Average QQQQQ 11.12 19.12 12.19 Yes Neuberger Berman Genesis Inv NBGNX Small Growth ´ Below Avg QQQ 6.63 13.00 8.23 No Oppenheimer Discovery A OPOCX Small Growth * Average QQQQ 10.37 17.94 9.57 Yes PGIM Jennison Small Company B CHNDX Small Growth ´ High QQ -1.07 9.58 5.76 Yes PNC Multi Factor Small Cap Core I PLOIX Small Growth ´ Low QQ -2.22 8.89 6.54 No T. Rowe Price Instl Small-Cap Stock TRSSX Small Growth ´ Low QQQQ 11.81 16.19 9.81 Yes global.morningstar.com/Morningstarmagazine 13http://global.morningstar.com/Morningstarmagazine