Morningstar - Summer 2019 - I20

Data Dashboard

Medalist Funds

International Equity

Fixed Income

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

BlackRock Strategic Global Bond Instl MAWIX

World Bond

*

Average

BrandywineGLOBAL Global Opp Bond IS GOBSX

World Bond

*

DFA Five-Year Global Fixed-Income I DFGBX

World Bond

Dodge & Cox Global Bond DODLX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

-0.04

2.91

1.84

No

Low

QQQQ

-5.90

2.29

1.58

No

´

Low

QQQ

3.79

1.61

2.13

No

World Bond

´

Low

QQQQQ

2.72

5.49

-

No

Dreyfus International Bond I DIBRX

World Bond

´

Below Avg

QQQ

-8.24

1.23

0.79

No

Dreyfus/Standish Global Fixed Income I SDGIX

World Bond

´

Low

QQQQ

1.88

2.54

2.89

No

Hartford World Bond I HWDIX

World Bond

´

Average

QQQQ

4.87

2.58

2.31

No

Janus Henderson Strategic Income A HFAAX

World Bond

´

Above Avg

QQQQQ

5.12

4.86

4.09

No

PGIM Global Total Return A GTRAX

World Bond

*

Average

QQQQ

0.10

3.88

2.81

No

PIMCO Global Bond Opps (USD-Hdg) A PAIIX

World Bond

*

Above Avg

QQQQ

1.83

3.07

3.57

No

PIMCO International Bnd (USD-Hdg) Instl PFORX

World Bond

*

Low

QQQQQ

4.25

4.44

4.97

No

Templeton Global Bond A TPINX

World Bond

Œ

Above Avg

QQQQ

1.80

3.90

1.64

No

Templeton Global Total Return Adv TTRZX

World Bond

*

Average

QQQQQ

2.25

5.14

2.16

No

Templeton International Bond Adv FIBZX

World Bond

´

Average

QQQ

2.96

4.13

0.88

No

Vanguard Total Intl Bd Idx Institutional VTIFX

World Bond

*

Low

QQQQQ

5.21

3.24

4.18

No

Matthews China Dividend Investor MCDFX

China Region

´

Average

QQQQQ

2.69

16.11

12.02

No

Matthews China Investor MCHFX

China Region

´

Below Avg

QQQQ

-8.17

18.09

9.53

No

Aberdeen Emerging Markets Instl ABEMX

Diversified Emerging Mkts

´

Below Avg

QQQQ

-5.45

8.44

2.81

Yes

American Funds New World A NEWFX

Diversified Emerging Mkts

Œ

Below Avg

QQQQQ

-1.48

11.10

4.36

No

Artisan Developing World Institutional APHYX

Diversified Emerging Mkts

´

Below Avg

QQQQQ

3.38

14.41

-

No

Baron Emerging Markets Institutional BEXIX

Diversified Emerging Mkts

´

Below Avg

QQQQ

-9.51

9.82

3.91

No

Causeway Emerging Markets Instl CEMIX

Diversified Emerging Mkts

´

Average

QQQQ

-12.70

9.35

3.01

No

DFA Emerging Markets Core Equity I DFCEX

Diversified Emerging Mkts

*

Low

QQQQ

-9.48

9.60

3.44

No

DFA Emerging Markets I DFEMX

Diversified Emerging Mkts

´

Low

QQQ

-8.24

9.92

3.49

No

DFA Emerging Markets Value I DFEVX

Diversified Emerging Mkts

´

Low

QQQ

-7.70

11.58

3.41

No

Harding Loevner Emerging Markets Adv HLEMX

Diversified Emerging Mkts

*

Above Avg

QQQQ

-10.10

10.19

3.76

Yes

Harding Loevner Instl Emerg Mkts I HLMEX

Diversified Emerging Mkts

*

Average

QQQQ

-10.05

10.25

3.80

Yes

Invesco Developing Markets A GTDDX

Diversified Emerging Mkts

*

Above Avg

QQQ

-9.33

8.83

2.07

Yes

JOHCM Emerging Markets Opps Instl JOEMX

Diversified Emerging Mkts

´

Average

QQQQ

-3.65

11.23

4.91

No

JPMorgan Emerging Markets Equity L JMIEX

Diversified Emerging Mkts

´

Below Avg

QQQQQ

-2.68

14.25

5.51

Yes

Lazard Emerging Markets Equity Instl LZEMX

Diversified Emerging Mkts

*

Below Avg

QQQ

-13.69

7.72

0.87

Yes

MFS Emerging Markets Equity A MEMAX

Diversified Emerging Mkts

´

Above Avg

QQQQ

-6.51

11.97

3.46

No

Oppenheimer Developing Markets A ODMAX

Diversified Emerging Mkts

*

Average

QQQQ

-4.14

11.34

3.44

Yes

Seafarer Overseas Gr and Income Instl SIGIX

Diversified Emerging Mkts

*

Below Avg

QQQ

-8.45

5.10

3.64

No

T. Rowe Price Emerging Markets Stock PRMSX

Diversified Emerging Mkts

*

Average

QQQQQ

-7.23

13.12

6.62

Yes

T. Rowe Price Instl Emerging Mkts Eq IEMFX

Diversified Emerging Mkts

*

Below Avg

QQQQQ

-6.98

13.31

6.78

Yes

20



Morningstar - Summer 2019

Table of Contents for the Digital Edition of Morningstar - Summer 2019

Contents
Morningstar - Summer 2019 - Cover1
Morningstar - Summer 2019 - Cover2
Morningstar - Summer 2019 - 1
Morningstar - Summer 2019 - 2
Morningstar - Summer 2019 - Contents
Morningstar - Summer 2019 - 4
Morningstar - Summer 2019 - 5
Morningstar - Summer 2019 - 6
Morningstar - Summer 2019 - 7
Morningstar - Summer 2019 - 8
Morningstar - Summer 2019 - 9
Morningstar - Summer 2019 - 10
Morningstar - Summer 2019 - 11
Morningstar - Summer 2019 - 12
Morningstar - Summer 2019 - 13
Morningstar - Summer 2019 - 14
Morningstar - Summer 2019 - 15
Morningstar - Summer 2019 - 16
Morningstar - Summer 2019 - 17
Morningstar - Summer 2019 - 18
Morningstar - Summer 2019 - 19
Morningstar - Summer 2019 - 20
Morningstar - Summer 2019 - 21
Morningstar - Summer 2019 - 22
Morningstar - Summer 2019 - 23
Morningstar - Summer 2019 - 24
Morningstar - Summer 2019 - 25
Morningstar - Summer 2019 - 26
Morningstar - Summer 2019 - 27
Morningstar - Summer 2019 - 28
Morningstar - Summer 2019 - 29
Morningstar - Summer 2019 - 30
Morningstar - Summer 2019 - 31
Morningstar - Summer 2019 - 32
Morningstar - Summer 2019 - 33
Morningstar - Summer 2019 - 34
Morningstar - Summer 2019 - 35
Morningstar - Summer 2019 - 36
Morningstar - Summer 2019 - 37
Morningstar - Summer 2019 - 38
Morningstar - Summer 2019 - 39
Morningstar - Summer 2019 - 40
Morningstar - Summer 2019 - 41
Morningstar - Summer 2019 - 42
Morningstar - Summer 2019 - 43
Morningstar - Summer 2019 - 44
Morningstar - Summer 2019 - 45
Morningstar - Summer 2019 - 46
Morningstar - Summer 2019 - 47
Morningstar - Summer 2019 - 48
Morningstar - Summer 2019 - 49
Morningstar - Summer 2019 - 50
Morningstar - Summer 2019 - 51
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Morningstar - Summer 2019 - 53
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Morningstar - Summer 2019 - 55
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Morningstar - Summer 2019 - 57
Morningstar - Summer 2019 - 58
Morningstar - Summer 2019 - 59
Morningstar - Summer 2019 - 60
Morningstar - Summer 2019 - 61
Morningstar - Summer 2019 - 62
Morningstar - Summer 2019 - 63
Morningstar - Summer 2019 - 64
Morningstar - Summer 2019 - 65
Morningstar - Summer 2019 - 66
Morningstar - Summer 2019 - 67
Morningstar - Summer 2019 - 68
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Morningstar - Summer 2019 - 70
Morningstar - Summer 2019 - 71
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Morningstar - Summer 2019 - 73
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Morningstar - Summer 2019 - 75
Morningstar - Summer 2019 - 76
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Morningstar - Summer 2019 - 78
Morningstar - Summer 2019 - 79
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Morningstar - Summer 2019 - 81
Morningstar - Summer 2019 - 82
Morningstar - Summer 2019 - 83
Morningstar - Summer 2019 - 84
Morningstar - Summer 2019 - 85
Morningstar - Summer 2019 - 86
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Morningstar - Summer 2019 - 97
Morningstar - Summer 2019 - 98
Morningstar - Summer 2019 - 99
Morningstar - Summer 2019 - 100
Morningstar - Summer 2019 - 101
Morningstar - Summer 2019 - 102
Morningstar - Summer 2019 - 103
Morningstar - Summer 2019 - 104
Morningstar - Summer 2019 - Cover3
Morningstar - Summer 2019 - Cover4
Morningstar - Summer 2019 - Cover1I
Morningstar - Summer 2019 - Cover2I
Morningstar - Summer 2019 - I3
Morningstar - Summer 2019 - I4
Morningstar - Summer 2019 - I5
Morningstar - Summer 2019 - I6
Morningstar - Summer 2019 - I7
Morningstar - Summer 2019 - I8
Morningstar - Summer 2019 - I9
Morningstar - Summer 2019 - I10
Morningstar - Summer 2019 - I11
Morningstar - Summer 2019 - I12
Morningstar - Summer 2019 - I13
Morningstar - Summer 2019 - I14
Morningstar - Summer 2019 - I15
Morningstar - Summer 2019 - I16
Morningstar - Summer 2019 - I17
Morningstar - Summer 2019 - I18
Morningstar - Summer 2019 - I19
Morningstar - Summer 2019 - I20
Morningstar - Summer 2019 - I21
Morningstar - Summer 2019 - I22
Morningstar - Summer 2019 - I23
Morningstar - Summer 2019 - I24
Morningstar - Summer 2019 - I25
Morningstar - Summer 2019 - I26
Morningstar - Summer 2019 - I27
Morningstar - Summer 2019 - I28
Morningstar - Summer 2019 - I29
Morningstar - Summer 2019 - I30
Morningstar - Summer 2019 - I31
Morningstar - Summer 2019 - Cover4I
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