Data Dashboard Medalist Mutual Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating JHancock Disciplined Value I JVLIX Large Value * Average JHancock Equity Income 1 JIEMX Large Value * JPMorgan Equity Income R6 OIEJX Large Value JPMorgan US Value R6 VGINX Closed to New Investors 1Yr 3Yr 5Yr QQQ 65.58 9.71 12.07 No Average QQQ 60.32 10.24 12.00 No Œ Low QQQQ 49.82 12.13 12.82 No Large Value Œ Low QQQQ 58.47 12.34 13.56 No JPMorgan Value Advantage R6 JVAYX Large Value ´ Below Avg QQQ 61.56 10.29 11.61 No Lazard Equity Franchise Inst Shr LZFIX Large Value ´ Average QQ 64.08 8.59 - No LSV Value Equity LSVEX Large Value Œ Below Avg QQQ 70.98 8.25 11.46 No MFS Value I MEIIX Large Value Œ Below Avg QQQQ 48.11 10.92 11.72 No Natixis Oakmark Y NEOYX Large Value Œ Average QQQQ 86.10 13.61 15.97 No Neuberger Berman Equity Income Inst NBHIX Large Value * Below Avg QQQ 40.82 8.32 9.49 No Oakmark Investor OAKMX Large Value Œ Average QQQQ 87.43 13.40 15.83 No Oakmark Select Advisor OAYLX Large Value * Average Q 90.77 8.81 11.88 No PIMCO RAE PLUS Instl PXTIX Large Value ´ Average QQQQ 75.31 12.42 14.31 No Principal Equity Income Inst PEIIX Large Value * Low QQQQQ 53.46 12.77 13.82 No Putnam Large Cap Value Y PEIYX Large Value ´ Below Avg QQQQ 57.62 12.95 13.77 No Schwab Fundamental US Large Cmpny Idx SFLNX Large Value * Low QQQQQ 68.80 15.22 14.43 No Sound Shore Instl SSHVX Large Value * Average QQQ 69.68 10.09 11.53 No T. Rowe Price Equity Income PRFDX Large Value * Below Avg QQQ 60.36 10.50 12.21 No T. Rowe Price Value TRVLX Large Value ´ Average QQQQ 65.70 13.10 13.19 No Vanguard Equity-Income Adm VEIRX Large Value * Low QQQQQ 47.53 11.27 12.02 No Vanguard High Dividend Yield Index Adm VHYAX Large Value * Low QQQQ 47.62 10.53 11.37 No Vanguard Mega Cap Value Index Instl VMVLX Large Value * Low QQQQ 47.93 11.79 12.80 No Vanguard Value Index Adm VVIAX Large Value Œ Low QQQQ 51.33 11.41 12.72 No Vanguard Windsor Adm VWNEX Large Value * Low QQQQ 68.56 11.68 13.68 No Vanguard Windsor II Adm VWNAX Large Value ´ Low QQQQQ 69.25 15.77 14.80 No Virtus Ceredex Large-Cap Value Equity R6 STVZX Large Value ´ Below Avg QQQ 58.03 11.82 12.41 No VY Invesco Comstock I IVKIX Large Value ´ Below Avg QQQ 72.61 9.71 12.79 No Calvert US Mid Cap Core Rspnb Idx I CMJIX Mid-Cap Blend ´ Low QQQQQ 78.03 16.52 16.41 No Columbia Mid Cap Index Inst NMPAX Mid-Cap Blend * Low QQQ 83.13 13.15 14.11 No Davenport Equity Opportunities DEOPX Mid-Cap Blend ´ Average QQQQQ 66.20 18.80 15.40 No Fidelity Advisor Leveraged Co StkI FLVIX Mid-Cap Blend * Below Avg QQQ 106.60 16.64 15.30 No Fidelity Extended Market Index FSMAX Mid-Cap Blend * Low QQQQQ 97.89 18.16 18.00 No Fidelity Leveraged Company Stock FLVCX Mid-Cap Blend * Below Avg QQQQ 99.59 16.54 15.90 No Fidelity Mid-Cap Stock FMCSX Mid-Cap Blend ´ Average QQQQ 79.04 14.51 14.94 No Fidelity Mid-Cap Stock K6 FNKFX Mid-Cap Blend ´ Low - 77.67 - - No FMI Common Stock Instl FMIUX Mid-Cap Blend * Average QQQ 63.57 10.92 12.07 No Hartford Schroders US MidCap Opps I SMDIX Mid-Cap Blend ´ Average QQQQ 62.93 11.63 12.33 No JPMorgan SMID Cap Equity R6 WOOSX Mid-Cap Blend * Low QQ 65.52 10.08 11.40 No 10