Data Dashboard Medalist Funds Fixed Income Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating T. Rowe Price QM US Small-Cap Gr Eq PRDSX Small Growth Œ Low T. Rowe Price Small-Cap Stock OTCFX Small Growth ´ Vanguard Explorer Inv VEXPX Small Growth Vanguard Small Cap Growth Index Inv VISGX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 7.04 14.94 10.16 No Below Avg QQQQ 11.67 15.91 9.53 Yes ´ Low QQQQ 10.02 16.99 9.31 No Small Growth * Low QQQQ 10.26 15.63 8.58 Yes Virtus KAR Small-Cap Core I PKSFX Small Growth ´ Average QQQQQ 12.35 22.41 15.87 Yes Virtus KAR Small-Cap Growth I PXSGX Small Growth ´ Average QQQQQ 23.07 28.68 20.54 Yes Wasatch Core Growth WGROX Small Growth Œ Average QQQQQ 6.83 16.44 11.25 Yes Wasatch Small Cap Growth Investor WAAEX Small Growth * Average QQQQ 15.62 18.49 9.99 Yes AllianzGI NFJ Small-Cap Value Instl PSVIX Small Value ´ Low QQ -6.92 6.56 2.88 No American Beacon Small Cp Val Inst AVFIX Small Value ´ Low QQQQ -3.34 8.39 5.00 No Boston Partners Small Cap Value II Inv BPSCX Small Value * Above Avg QQQQ -5.10 8.03 4.67 No Columbia Small Cap Value II Inst NSVAX Small Value ´ Below Avg QQQ -3.57 8.53 5.04 No Delaware Small Cap Value A DEVLX Small Value * Average QQQQ -3.58 9.77 5.57 No DFA Tax-Managed US Targeted Value DTMVX Small Value ´ Low QQQQ -4.64 8.29 5.11 No DFA US Small Cap Value I DFSVX Small Value * Low QQQ -3.15 8.39 4.16 No DFA US Targeted Value I DFFVX Small Value Œ Low QQQQ -3.45 8.59 4.52 No Diamond Hill Small Cap A DHSCX Small Value * Above Avg QQ -5.79 5.39 3.05 Yes Hotchkis & Wiley Small Cap Value I HWSIX Small Value ´ Below Avg QQQQ -1.68 8.42 4.13 Yes Invesco Small CapValue A VSCAX Small Value ´ Average QQ -8.30 7.89 3.19 No Janus Henderson Small Cap Value L JSIVX Small Value * Below Avg QQQQQ 0.71 10.34 7.46 Yes LSV Small Cap Value Institutional LSVQX Small Value * Low QQQ -5.27 7.44 5.25 No Royce Opportunity Invmt RYPNX Small Value ´ Average QQQQ -6.16 12.36 3.77 No Royce Special Equity Invmt RYSEX Small Value * Average QQQ 2.18 9.43 4.33 No Vanguard Small Cap Value Index Inv VISVX Small Value * Low QQQQQ 1.46 10.14 7.05 Yes Credit Suisse Floating Rate Hi Inc A CHIAX Bank Loan ´ Average QQQQ 1.83 5.05 3.39 No Eaton Vance Floating Rate I EIBLX Bank Loan ´ Below Avg QQQQ 2.68 5.87 3.56 No Eaton Vance Floating-Rate & Hi Inc C ECFHX Bank Loan ´ High QQQ 1.89 4.92 2.65 No Eaton Vance Floating-Rate Advantage B EBFAX Bank Loan ´ High QQQQQ 2.23 6.05 3.52 Yes Fidelity Advisor® Floating Rate Hi Inc M FFRTX Bank Loan ´ Average QQ 2.67 5.13 2.85 No Lord Abbett Floating Rate I LFRIX Bank Loan ´ Low QQQQ 2.18 5.20 3.59 No MainStay Floating Rate I MXFIX Bank Loan ´ Below Avg QQQ 2.37 4.67 3.13 No Pioneer Floating Rate A FLARX Bank Loan ´ Average QQ 2.21 3.95 2.78 No T. Rowe Price Instl Floating Rate RPIFX Bank Loan * Low QQQQ 3.09 4.67 3.61 No Virtus Seix Floating Rate High Inc I SAMBX Bank Loan ´ Low QQQQ 2.84 5.64 3.48 No Voya Floating Rate I IFRIX Bank Loan ´ Below Avg QQQ 2.07 4.08 3.01 No AllianzGI Convertible Institutional ANNPX Convertibles * Low QQQQ 10.59 13.05 7.20 Yes 14