Data Dashboard Medalist Funds Allocation Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Fidelity Asset Manager® 20% FASIX Alloc-15% to 30% Equity ´ Low Fidelity Asset Manager® 30% FTANX Alloc-15% to 30% Equity ´ Principal Global Div Inc Instl PGDIX Alloc-15% to 30% Equity Vanguard LifeStrategy Income Inv VASIX Closed to New Investors 1Yr 3Yr 5Yr QQQ 3.32 4.18 3.27 No Low QQQQ 3.16 5.26 3.99 No ´ Below Avg QQQQQ 1.60 5.97 3.99 No Alloc-15% to 30% Equity Œ Low QQQ 4.57 4.16 4.02 No BlackRock Multi-Asset Income Instl BIICX Alloc-30% to 50% Equity * Low QQQQ 4.55 6.04 4.00 No Fidelity Asset Manager® 40% FFANX Alloc-30% to 50% Equity ´ Low QQQQ 2.99 6.20 4.55 No Franklin Income A1 FKINX Alloc-30% to 50% Equity ´ Low QQQQ 6.79 8.77 3.86 Yes Hartford Balanced Income Y HBLYX Alloc-30% to 50% Equity * Low QQQQQ 6.06 7.48 6.18 No JPMorgan Income Builder I JNBSX Alloc-30% to 50% Equity ´ Low QQQQQ 3.64 7.00 4.46 No Manning & Napier Pro-Blend Cnsrv Trm S EXDAX Alloc-30% to 50% Equity ´ Below Avg QQ 4.52 4.83 2.99 No Manning & Napier Pro-Blend Mod Trm S EXBAX Alloc-30% to 50% Equity ´ Average QQ 3.96 5.41 2.88 No MFS Conservative Allocation I MACIX Alloc-30% to 50% Equity ´ Low QQQQ 4.89 6.29 4.62 No T. Rowe Price Personal Strat Inc PRSIX Alloc-30% to 50% Equity * Low QQQQ 3.45 7.03 5.09 No T. Rowe Price Retirement Balanced TRRIX Alloc-30% to 50% Equity * Low QQQ 3.46 5.86 4.29 No USAA Growth and Tax Strategy USBLX Alloc-30% to 50% Equity ´ Low QQQQQ 6.72 7.52 6.78 No Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Alloc-30% to 50% Equity Œ Low QQQQ 4.28 5.99 4.99 No Vanguard Tax-Managed Balanced Adm VTMFX Alloc-30% to 50% Equity Œ Low QQQQQ 7.25 7.78 6.87 No Vanguard Wellesley® Income Inv VWINX Alloc-30% to 50% Equity Œ Low QQQQ 6.63 6.08 5.73 No American Funds American Balanced A ABALX Alloc-50% to 70% Equity * Low QQQQQ 6.30 8.97 7.52 No American Funds Cnsrv Gr & Inc R-5 RINFX Alloc-50% to 70% Equity * Low QQQ 5.53 7.23 5.46 No American Funds Moderate Gr & Inc R-5 RBAFX Alloc-50% to 70% Equity * Low QQQQ 4.39 8.47 6.56 No Columbia Balanced Inst CBALX Alloc-50% to 70% Equity ´ Below Avg QQQQ 5.66 7.50 6.88 No Dodge & Cox Balanced DODBX Alloc-50% to 70% Equity Œ Low QQQQQ 4.38 10.39 6.86 No Fidelity Advisor® Balanced M FAIGX Alloc-50% to 70% Equity ´ Average QQQQ 5.34 9.12 6.91 No Fidelity® Balanced FBALX Alloc-50% to 70% Equity ´ Low QQQQQ 6.07 9.77 7.54 No FPA Crescent FPACX Alloc-50% to 70% Equity Œ Average QQQ 3.59 7.74 5.03 No Franklin Managed Income Adv FBFZX Alloc-50% to 70% Equity ´ Low QQQQ 7.30 7.88 5.80 No JHancock Balanced A SVBAX Alloc-50% to 70% Equity ´ Average QQQQ 7.01 8.61 6.09 No Mairs & Power Balanced Inv MAPOX Alloc-50% to 70% Equity ´ Below Avg QQQQQ 9.74 8.18 6.36 No Manning & Napier Pro-Blend Extnd Trm S MNBAX Alloc-50% to 70% Equity ´ Average QQ 4.35 6.95 3.77 No MFS Moderate Allocation I MMAIX Alloc-50% to 70% Equity ´ Below Avg QQQQ 5.44 8.30 5.73 No MFS Total Return A MSFRX Alloc-50% to 70% Equity ´ Below Avg QQQ 4.82 6.86 5.77 No Oakmark Equity And Income Investor OAKBX Alloc-50% to 70% Equity * Below Avg QQQ 1.36 7.92 4.89 No global.morningstar.com/Morningstarmagazine 3http://global.morningstar.com/Morningstarmagazine