Morningstar - Summer 2019 - I26

Data Dashboard

Medalist Funds

Target Date

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Fidelity Freedom® 2030 FFFEX

Target-Date 2030

*

Average

Fidelity Freedom® Index 2030 Investor FXIFX

Target-Date 2030

´

JHancock Multimanager 2030 Lifetime 1 JLFOX

Target-Date 2030

JPMorgan SmartRetirement® 2030 R5 JSMIX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

2.32

9.75

6.65

No

Low

QQQQQ

4.71

9.65

6.63

No

´

Below Avg

QQQQ

2.78

9.55

6.17

No

Target-Date 2030

Œ

Below Avg

QQQQ

2.33

8.63

6.07

No

JPMorgan SmartRetirement® Blend 2030 JRBBX

Target-Date 2030

Œ

Low

QQQQ

2.94

8.47

6.14

No

Manning & Napier Target 2030 I MTPIX

Target-Date 2030

´

Average

QQ

4.59

7.61

4.30

No

MassMutual Select TRP Retirement 2030 I MMTRX

Target-Date 2030

*

Below Avg

-

3.30

-

-

No

MFS Lifetime 2030 I MLTIX

Target-Date 2030

´

Below Avg

QQQQQ

4.19

9.26

6.25

No

State Street Target Retirement 2030 K SSBYX

Target-Date 2030

*

Low

QQQQ

4.38

9.17

-

No

T. Rowe Price Retirement 2030 TRRCX

Target-Date 2030

*

Average

QQQQQ

3.52

9.79

6.85

No

T. Rowe Price Retirement I 2030 I TRPCX

Target-Date 2030

*

Below Avg

QQQQQ

3.59

9.90

-

No

TIAA-CREF Lifecycle 2030 Retirement TCLNX

Target-Date 2030

´

Average

QQQQ

2.30

9.05

6.11

No

TIAA-CREF Lifecycle Index 2030 Instl TLHIX

Target-Date 2030

´

Low

QQQQQ

4.78

9.07

6.59

No

Vanguard Instl Trgt Retire 2030 Instl VTTWX

Target-Date 2030

Œ

Low

QQQQ

3.77

8.92

-

No

Vanguard Target Retirement 2030 Inv VTHRX

Target-Date 2030

Œ

Low

QQQQ

3.71

8.87

6.39

No

*Not all target-date funds in each series are listed here. However, all funds in a particular series have the same Analyst Rating.

Data as of 03/31/2019. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are
based on Morningstar analysts' current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar's
expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor
should they be viewed as an assessment of a fund's or the fund's underlying securities' creditworthiness.

26



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
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Morningstar - Summer 2019 - 14
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Morningstar - Summer 2019 - 16
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Morningstar - Summer 2019 - 18
Morningstar - Summer 2019 - 19
Morningstar - Summer 2019 - 20
Morningstar - Summer 2019 - 21
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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
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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 - 61
Morningstar - Summer 2019 - 62
Morningstar - Summer 2019 - 63
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Morningstar - Summer 2019 - 65
Morningstar - Summer 2019 - 66
Morningstar - Summer 2019 - 67
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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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