Data Dashboard Medalist Funds Allocation Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating T. Rowe Price Balanced RPBAX Alloc-50% to 70% Equity * Low QQQQ T. Rowe Price Capital Appreciation PRWCX Alloc-50% to 70% Equity Œ Below Avg QQQQQ T. Rowe Price Personal Strat Bal TRPBX Alloc-50% to 70% Equity * Below Avg Vanguard Balanced Index Inv VBINX Alloc-50% to 70% Equity Œ Vanguard LifeStrategy Moderate Gr Inv VSMGX Alloc-50% to 70% Equity Vanguard STAR Inv VGSTX Closed to New Investors 1Yr 3Yr 5Yr 4.19 9.02 6.50 No 12.12 11.28 10.10 Yes QQQQ 3.69 9.06 6.38 No Low QQQQ 7.26 8.81 7.27 Yes Œ Low QQQ 3.91 7.78 5.89 No Alloc-50% to 70% Equity * Low QQQQ 3.95 9.17 6.54 No Vanguard Wellington™ Inv VWELX Alloc-50% to 70% Equity Œ Low QQQQQ 6.96 9.46 7.48 Yes VY® T. Rowe Price Capital Apprec S ITCSX Alloc-50% to 70% Equity * Below Avg QQQQQ 12.01 11.08 9.91 No American Funds Growth and Inc Port R5 RGNFX Alloc-70% to 85% Equity * Low QQQQQ 4.49 9.67 7.04 No American Funds Income Fund of Amer A AMECX Alloc-70% to 85% Equity * Low QQQQ 4.36 7.59 5.94 No Fidelity Advisor® Strategic Div & Inc® I FSIDX Alloc-70% to 85% Equity ´ Low QQQQQ 9.75 9.15 7.73 No Fidelity® Four-in-One Index FFNOX Alloc-70% to 85% Equity Œ Low QQQQ 4.87 10.23 7.15 No MFS Growth Allocation I MGWIX Alloc-70% to 85% Equity ´ Low QQQQQ 5.75 10.30 6.80 No T. Rowe Price Personal Strat Gr TRSGX Alloc-70% to 85% Equity * Below Avg QQQQQ 3.65 10.96 7.45 No Vanguard LifeStrategy Growth Inv VASGX Alloc-70% to 85% Equity Œ Low QQQQ 3.50 9.53 6.71 No Franklin Mutual Shares Z MUTHX Alloc-85%+ Equity ´ Low QQQ 3.25 7.85 4.97 No Hotchkis & Wiley Value Opps Instl HWAIX Alloc-85%+ Equity ´ Below Avg QQQQ 3.11 12.03 7.21 No Manning & Napier Pro-Blend Max Term S EXHAX Alloc-85%+ Equity ´ Below Avg QQQ 5.02 10.55 6.13 No MFS Aggressive Growth Allocation I MIAGX Alloc-85%+ Equity ´ Low QQQQQ 6.15 11.81 7.74 No AQR Multi-Asset I AQRIX Tactical Allocation ´ Low QQQQ 3.27 7.54 4.55 No PIMCO All Asset All Authority Inst PAUIX Tactical Allocation ´ High QQ -2.78 5.52 0.90 No PIMCO All Asset Instl PAAIX Tactical Allocation Œ Low QQQ -0.13 7.14 3.07 No American Funds Capital Income Bldr A CAIBX World Allocation * Low QQQQ 3.55 5.74 4.52 No American Funds Global Balanced R6 RGBGX World Allocation * Low QQQQ 2.17 6.54 4.22 No BlackRock Dynamic High Income Instl BDHIX World Allocation ´ Low QQQQQ 4.48 8.68 - No First Eagle Global A SGENX World Allocation ´ Average QQQQQ 1.71 6.85 4.59 No Franklin Mutual Quest Z MQIFX World Allocation ´ Low QQQQ 1.82 7.46 3.78 No GMO Benchmark-Free Allocation III GBMFX World Allocation ´ Below Avg QQ -0.90 5.23 2.23 No GMO Global Asset Allocation III GMWAX World Allocation ´ Low QQQ -0.34 6.18 3.02 No Invesco Balanced-Risk Allc Y ABRYX World Allocation ´ Average QQQQ 2.49 6.62 4.24 No IVA Worldwide I IVWIX World Allocation * Below Avg QQQ -1.37 5.75 3.35 No JPMorgan Global Allocation I GAOSX World Allocation * Low QQQQQ 0.15 7.62 5.08 No Loomis Sayles Global Allocation Y LSWWX World Allocation ´ Below Avg QQQQQ 4.56 10.58 7.37 No MFS Global Total Return A MFWTX World Allocation ´ Average QQQ 0.44 5.30 3.94 No Principal Diversified Real Asset Instl PDRDX World Allocation ´ Low Q 1.50 5.10 0.21 No T. Rowe Price Global Allocation RPGAX World Allocation ´ Below Avg QQQQQ 1.38 7.94 5.31 No 4