Morningstar - Q2 2021 - M11

Medalist Mutual Funds

Equity

Annualized Total Return %
Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Madison Mid Cap Y GTSGX

Mid-Cap Blend

´

Average

Parnassus Mid Cap Instl PFPMX

Mid-Cap Blend

*

T. Rowe Price Extended Equity Market Idx PEXMX

Mid-Cap Blend

T. Rowe Price QM US Sm&Md-Cp Cor Eq TQSMX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQQ

51.26

14.97

13.45

No

Below Avg

QQQQ

55.39

13.49

13.37

No

*

Low

QQQQ

95.27

17.58

17.56

No

Mid-Cap Blend

*

Below Avg

QQQQ

68.67

12.59

14.11

No

Vanguard Extended Market Index Adm VEXAX

Mid-Cap Blend

Œ

Low

QQQQ

97.93

18.20

18.00

No

Vanguard Mid Cap Index Adm VIMAX

Mid-Cap Blend

Œ

Low

QQQQQ

70.62

14.65

14.60

No

Vanguard Strategic Equity Inv VSEQX

Mid-Cap Blend

´

Low

QQQ

84.99

11.85

13.44

No

Voya Russell Mid Cap Index P2 VRMPX

Mid-Cap Blend

*

Low

QQQQ

73.54

14.60

14.48

No

AB Discovery Growth Advisor CHCYX

Mid-Cap Growth

´

Below Avg

QQQQ

85.28

22.47

23.28

No

Artisan Mid Cap Instl APHMX

Mid-Cap Growth

*

Average

QQQQ

75.66

25.80

21.33

No

Baird MidCap Inst BMDIX

Mid-Cap Growth

´

Below Avg

QQQQ

69.36

20.64

19.58

No

Baron Asset Instl BARIX

Mid-Cap Growth

*

Average

QQQQ

58.28

20.31

20.05

No

Baron Growth Instl BGRIX

Mid-Cap Growth

*

Average

QQQ

72.85

21.47

19.91

No

BlackRock Mid-Cap Growth Equity Instl CMGIX

Mid-Cap Growth

*

Below Avg

QQQQQ

70.27

24.14

24.31

No

Champlain Mid Cap Instl CIPIX

Mid-Cap Growth

Œ

Below Avg

QQQQ

66.46

18.98

19.52

Yes

Conestoga SMid Cap Instl CCSGX

Mid-Cap Growth

*

Below Avg

QQQQ

64.29

18.86

21.91

No

DF Dent Midcap Growth Instl DFMGX

Mid-Cap Growth

*

Below Avg

QQQ

51.17

19.72

19.88

No

Eaton Vance Atlanta Capital SMID-Cap I EISMX

Mid-Cap Growth

´

Average

QQQ

65.90

14.94

15.56

No

Hartford MidCap I HFMIX

Mid-Cap Growth

*

Below Avg

QQQ

73.35

15.99

17.36

No

Hennessy Focus Investor HFCSX

Mid-Cap Growth

´

High

QQ

71.44

13.94

12.60

No

Invesco Discovery Mid Cap Growth R6 OEGIX

Mid-Cap Growth

*

Low

QQQQ

70.94

22.23

20.55

No

Ivy Mid Cap Growth I IYMIX

Mid-Cap Growth

´

Below Avg

QQQQ

86.00

26.28

23.52

No

Jackson Square SMID-Cap Growth Instl JSMTX

Mid-Cap Growth

*

Average

QQQQ

103.35

25.87

22.76

No

Janus Henderson Enterprise I JMGRX

Mid-Cap Growth

*

Below Avg

QQQQ

66.20

17.26

18.48

No

JPMorgan Mid Cap Growth R6 JMGMX

Mid-Cap Growth

´

Below Avg

QQQQ

78.24

24.53

22.15

No

LKCM Small-Mid Cap Equity Instl LKSMX

Mid-Cap Growth

´

Average

QQ

86.81

18.32

17.00

No

MFS Mid Cap Growth R6 OTCKX

Mid-Cap Growth

*

Low

QQQQ

57.87

20.63

19.79

No

Morgan Stanley Inst Discovery A MACGX

Mid-Cap Growth

*

Average

QQQQQ

152.19

50.46

37.38

Yes

PGIM Jennison Mid-Cap Growth A PEEAX

Mid-Cap Growth

´

Average

QQQ

79.80

21.41

18.20

No

Pioneer Select Mid Cap Growth A PGOFX

Mid-Cap Growth

´

Average

QQQ

79.20

19.58

19.68

No

PRIMECAP Odyssey Aggressive Growth POAGX

Mid-Cap Growth

Œ

Low

QQQQ

76.74

12.19

19.42

Yes

Principal MidCap Instl PCBIX

Mid-Cap Growth

*

Low

QQQQ

60.76

17.93

17.44

Yes

T. Rowe Price Instl Mid-Cap Equity Gr PMEGX

Mid-Cap Growth

Œ

Low

QQQQ

68.37

16.89

17.56

Yes

T. Rowe Price Mid-Cap Growth RPMGX

Mid-Cap Growth

Œ

Below Avg

QQQQ

66.56

16.57

17.05

Yes

T. Rowe Price New Horizons PRNHX

Mid-Cap Growth

*

Below Avg

QQQQQ

76.59

27.80

26.80

Yes

Touchstone Mid Cap Growth Y TEGYX

Mid-Cap Growth

´

Average

QQQ

62.40

18.84

18.09

No

Vanguard Mid Cap Growth Inv VMGRX

Mid-Cap Growth

´

Low

QQQ

69.68

18.12

16.64

No

Vanguard Mid-Cap Growth Index Adm VMGMX

Mid-Cap Growth

Œ

Low

QQQ

70.30

19.18

17.33

No

morningstar.com/lp/magazine

11


http://www.morningstar.com/lp/magazine

Morningstar - Q2 2021

Table of Contents for the Digital Edition of Morningstar - Q2 2021

Contents
Morningstar - Q2 2021 - Cover1
Morningstar - Q2 2021 - Cover2
Morningstar - Q2 2021 - 1
Morningstar - Q2 2021 - 2
Morningstar - Q2 2021 - Contents
Morningstar - Q2 2021 - 4
Morningstar - Q2 2021 - 5
Morningstar - Q2 2021 - 6
Morningstar - Q2 2021 - 7
Morningstar - Q2 2021 - 8
Morningstar - Q2 2021 - 9
Morningstar - Q2 2021 - 10
Morningstar - Q2 2021 - 11
Morningstar - Q2 2021 - 12
Morningstar - Q2 2021 - 13
Morningstar - Q2 2021 - 14
Morningstar - Q2 2021 - 15
Morningstar - Q2 2021 - 16
Morningstar - Q2 2021 - 17
Morningstar - Q2 2021 - 18
Morningstar - Q2 2021 - 19
Morningstar - Q2 2021 - 20
Morningstar - Q2 2021 - 21
Morningstar - Q2 2021 - 22
Morningstar - Q2 2021 - 23
Morningstar - Q2 2021 - 24
Morningstar - Q2 2021 - 25
Morningstar - Q2 2021 - 26
Morningstar - Q2 2021 - 27
Morningstar - Q2 2021 - 28
Morningstar - Q2 2021 - 29
Morningstar - Q2 2021 - 30
Morningstar - Q2 2021 - 31
Morningstar - Q2 2021 - 32
Morningstar - Q2 2021 - 33
Morningstar - Q2 2021 - 34
Morningstar - Q2 2021 - 35
Morningstar - Q2 2021 - 36
Morningstar - Q2 2021 - 37
Morningstar - Q2 2021 - 38
Morningstar - Q2 2021 - 39
Morningstar - Q2 2021 - 40
Morningstar - Q2 2021 - 41
Morningstar - Q2 2021 - 42
Morningstar - Q2 2021 - 43
Morningstar - Q2 2021 - 44
Morningstar - Q2 2021 - 45
Morningstar - Q2 2021 - 46
Morningstar - Q2 2021 - 47
Morningstar - Q2 2021 - 48
Morningstar - Q2 2021 - 49
Morningstar - Q2 2021 - 50
Morningstar - Q2 2021 - 51
Morningstar - Q2 2021 - 52
Morningstar - Q2 2021 - 53
Morningstar - Q2 2021 - 54
Morningstar - Q2 2021 - 55
Morningstar - Q2 2021 - 56
Morningstar - Q2 2021 - 57
Morningstar - Q2 2021 - 58
Morningstar - Q2 2021 - 59
Morningstar - Q2 2021 - 60
Morningstar - Q2 2021 - 61
Morningstar - Q2 2021 - 62
Morningstar - Q2 2021 - 63
Morningstar - Q2 2021 - 64
Morningstar - Q2 2021 - 65
Morningstar - Q2 2021 - 66
Morningstar - Q2 2021 - 67
Morningstar - Q2 2021 - 68
Morningstar - Q2 2021 - 69
Morningstar - Q2 2021 - 70
Morningstar - Q2 2021 - 71
Morningstar - Q2 2021 - 72
Morningstar - Q2 2021 - 73
Morningstar - Q2 2021 - 74
Morningstar - Q2 2021 - 75
Morningstar - Q2 2021 - 76
Morningstar - Q2 2021 - 77
Morningstar - Q2 2021 - 78
Morningstar - Q2 2021 - 79
Morningstar - Q2 2021 - 80
Morningstar - Q2 2021 - Cover3
Morningstar - Q2 2021 - Cover4
Morningstar - Q2 2021 - M1
Morningstar - Q2 2021 - M2
Morningstar - Q2 2021 - M3
Morningstar - Q2 2021 - M4
Morningstar - Q2 2021 - M5
Morningstar - Q2 2021 - M6
Morningstar - Q2 2021 - M7
Morningstar - Q2 2021 - M8
Morningstar - Q2 2021 - M9
Morningstar - Q2 2021 - M10
Morningstar - Q2 2021 - M11
Morningstar - Q2 2021 - M12
Morningstar - Q2 2021 - M13
Morningstar - Q2 2021 - M14
Morningstar - Q2 2021 - M15
Morningstar - Q2 2021 - M16
Morningstar - Q2 2021 - M17
Morningstar - Q2 2021 - M18
Morningstar - Q2 2021 - M19
Morningstar - Q2 2021 - M20
Morningstar - Q2 2021 - M21
Morningstar - Q2 2021 - M22
Morningstar - Q2 2021 - M23
Morningstar - Q2 2021 - M24
Morningstar - Q2 2021 - M25
Morningstar - Q2 2021 - M26
Morningstar - Q2 2021 - M27
Morningstar - Q2 2021 - M28
Morningstar - Q2 2021 - M29
Morningstar - Q2 2021 - M30
Morningstar - Q2 2021 - M31
Morningstar - Q2 2021 - M32
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