Medalist Funds Target Date Specialty Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Principal Global Real Estate Sec Instl POSIX Global Real Estate ´ Below Avg QQQQQ Voya Global Real Estate A IGLAX Global Real Estate ´ Above Avg Voya International Real Estate I IIRIX Global Real Estate ´ VY® Clarion Global Real Estate I IRGIX Global Real Estate Fidelity Advisor® Health Care I FHCIX Closed to New Investors 1Yr 3Yr 5Yr 12.65 7.47 7.74 No QQ 9.92 3.46 4.56 No Average QQ 4.48 6.44 4.76 No ´ Below Avg QQQ 10.49 4.11 5.16 No Health * Below Avg QQQQQ 12.90 14.58 11.25 No Fidelity® Select Health Care FSPHX Health * Below Avg QQQQ 13.25 14.60 11.21 No Hartford Healthcare Y HGHYX Health ´ Average QQQ 9.30 12.43 10.74 No PGIM Jennison Health Sciences Z PHSZX Health * Below Avg QQQQ 9.13 15.02 10.52 Yes Vanguard Health Care Inv VGHCX Health Œ Low QQQ 8.92 9.24 9.59 No Lazard Global Listed Infrastructure Inst GLIFX Infrastructure * Average QQQQQ 11.74 9.82 10.73 No Cohen & Steers Instl Realty Shares CSRIX Real Estate ´ Below Avg QQQQ 20.37 7.21 9.84 No Cohen & Steers Realty Shares CSRSX Real Estate ´ Average QQQQ 20.27 6.97 9.61 No DFA Real Estate Securities I DFREX Real Estate * Low QQQQ 22.08 6.99 9.82 No DWS RREEF Real Estate Securities Instl RRRRX Real Estate ´ Low QQQQ 19.82 6.62 9.60 No Fidelity® Real Estate Income FRIFX Real Estate ´ Below Avg QQ 11.09 7.33 6.72 No Fidelity® Real Estate Investment Port FRESX Real Estate ´ Below Avg QQQQ 19.41 5.54 9.48 No Morgan Stanley Inst US Real Estate I MSUSX Real Estate ´ Below Avg QQ 14.60 3.11 7.25 No Neuberger Berman Real Estate Tr NBRFX Real Estate ´ Above Avg QQQQ 17.74 7.18 9.01 Yes Nuveen Real Estate Securities I FARCX Real Estate ´ Average QQQQ 18.41 5.85 8.84 No Principal Real Estate Securities R5 PREPX Real Estate ´ Average QQQQ 18.25 7.01 10.02 No T. Rowe Price Real Estate TRREX Real Estate ´ Below Avg QQQ 13.90 3.93 7.66 No Vanguard Real Estate Index Investor VGSIX Real Estate * Low QQQQ 19.86 5.58 8.64 Yes Voya Real Estate I CRARX Real Estate ´ Below Avg QQQ 16.83 3.94 7.48 No VY® Clarion Real Estate S IVRSX Real Estate ´ Average QQQ 17.08 4.07 7.54 No AllianzGI Technology Institutional DRGTX Technology ´ Average QQQQ 16.15 26.51 18.12 No BlackRock Technology Opportunities Instl BGSIX Technology ´ Below Avg QQQQ 15.21 28.37 19.44 No Columbia Seligman Comms & Info A SLMCX Technology ´ Average QQQ 7.13 19.51 17.81 No Janus Henderson Global Technology T JAGTX Technology ´ Below Avg QQQQ 13.49 26.59 18.20 No MFS Technology A MTCAX Technology ´ Average QQQQ 12.66 22.38 16.86 No Franklin Utilities A1 FKUTX Utilities Œ Below Avg QQQ 20.24 9.46 9.94 Yes MFS Utilities A MMUFX Utilities ´ Average QQQ 15.70 10.24 5.47 No American Funds 2030 Trgt Date Retire R5 REETX Target-Date 2030 * Low QQQQQ 4.40 9.58 7.06 No BlackRock LifePath® Dyn 2030 Instl STLDX Target-Date 2030 ´ Average QQQQ 5.34 9.25 6.05 No BlackRock LifePath® Index 2030 K LINKX Target-Date 2030 Œ Low QQQQ 4.71 8.37 6.18 No BlackRock LifePath® Smart Beta 2030 K BIPEX Target-Date 2030 ´ Low QQQ 3.32 8.85 5.59 No Fidelity Advisor Freedom® 2030 I FEFIX Target-Date 2030 ´ Average QQQQ 3.65 9.92 6.57 No global.morningstar.com/Morningstarmagazine 25http://global.morningstar.com/Morningstarmagazine