Morningstar - Q2 2021 - M17

Medalist Mutual Funds

Fixed Income

Annualized Total Return %
Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

JPMorgan Core Bond R6 JCBUX

Intermediate Core Bond

*

Low

JPMorgan Mortgage-Backed Securities R6 JMBUX

Intermediate Core Bond

*

Neuberger Berman Core Bond R6 NRCRX

Intermediate Core Bond

TCW Core Fixed Income I TGCFX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

2.82

5.07

3.50

No

Low

QQQQ

4.47

4.85

3.52

No

´

Low

QQQQQ

5.84

5.39

3.75

No

Intermediate Core Bond

Œ

Below Avg

QQQQ

2.68

5.24

3.43

No

TIAA-CREF Core Impact Bond Instl TSBIX

Intermediate Core Bond

´

Low

QQQQ

5.13

4.78

3.63

No

Vanguard Interm-Term Bond Index I VBIMX

Intermediate Core Bond

*

Low

QQQQQ

2.03

5.70

3.51

No

Vanguard Total Bond Market II Idx I VTBNX

Intermediate Core Bond

Œ

Low

QQQ

0.46

4.55

3.01

No

Vanguard Total Bond Market Index I VBTIX

Intermediate Core Bond

Œ

Low

QQQ

0.55

4.64

3.08

No

Western Asset Core Bond I WATFX

Intermediate Core Bond

Œ

Below Avg

QQQQQ

5.03

5.30

4.12

No

American Funds US Government Sec R6 RGVGX

Intermediate Government

´

Low

QQQQQ

-0.89

4.88

2.72

No

Fidelity Advisor Government Income Z FIKPX

Intermediate Government

*

Below Avg

QQQ

-3.49

3.85

2.14

No

Fidelity GNMA FGMNX

Intermediate Government

´

Below Avg

QQQQ

1.14

3.62

2.26

No

JPMorgan Government Bond R6 OGGYX

Intermediate Government

*

Below Avg

QQQQ

-1.82

4.18

2.51

No

PIMCO GNMA and Government Secs Instl PDMIX

Intermediate Government

Œ

Below Avg

QQQQQ

2.57

4.68

2.95

No

Vanguard GNMA Adm VFIJX

Intermediate Government

*

Low

QQQQ

0.15

3.71

2.39

No

Vanguard Intmdt-Term Trs Idx Adm VSIGX

Intermediate Government

*

Low

QQQQ

-2.45

4.42

2.26

No

Vanguard Mortgage-Backed Secs Idx Adm VMBSX

Intermediate Government

*

Low

QQQQ

-0.59

3.60

2.31

No

Voya GNMA Income I LEINX

Intermediate Government

´

Average

QQQQQ

1.50

3.79

2.48

No

PIMCO Long Duration Total Return Instl PLRIX

Long-Term Bond

*

Average

QQQQ

0.94

7.70

6.50

No

Vanguard Long-Term Bond Index Instl VBLLX

Long-Term Bond

Œ

Low

QQQ

-2.13

7.17

5.43

No

Vanguard Long-Term Corporate Bd Idx Adm VLTCX

Long-Term Bond

Œ

Low

QQQ

8.43

7.53

6.71

No

Vanguard Long-Term Invstmnt-Grade Adm VWETX

Long-Term Bond

*

Below Avg

QQQQ

2.34

7.44

6.06

No

Fidelity Strategic Income Fund FADMX

Multisector Bond

*

Below Avg

QQQQ

17.59

5.24

5.72

No

JHancock Income R6 JSNWX

Multisector Bond

´

Low

QQ

12.17

4.85

3.91

No

JPMorgan Global Bond Opportunities R6 GBONX

Multisector Bond

´

Low

QQQQ

14.28

5.38

5.72

No

Loomis Sayles Bond Instl LSBDX

Multisector Bond

*

Below Avg

QQQ

14.29

2.95

4.42

No

Loomis Sayles Strategic Income Y NEZYX

Multisector Bond

*

Below Avg

QQQ

15.43

2.83

4.65

No

Muzinich Credit Opps Supra Instl MZCSX

Multisector Bond

Œ

Low

QQQ

13.17

5.73

4.94

No

Neuberger Berman Strategic Income R6 NRSIX

Multisector Bond

*

Low

QQQQ

20.83

5.65

5.50

No

PIMCO Diversified Inc Instl PDIIX

Multisector Bond

Œ

Below Avg

QQQQ

12.13

5.23

6.36

No

PIMCO Income Instl PIMIX

Multisector Bond

Œ

Low

QQQQ

14.38

4.80

5.89

No

Pioneer Strategic Income Y STRYX

Multisector Bond

´

Below Avg

QQQ

21.52

5.40

5.29

No

T. Rowe Price Spectrum Income RPSIX

Multisector Bond

´

Low

QQQQ

17.01

5.01

5.18

No

Vanguard CA Intrm-Term Tax-Exmpt Adm VCADX

Muni California Interm

Œ

Low

QQQQ

4.65

4.39

3.04

No

American Funds Tax-Exmpt Fund of CA F3 EXCAX

Muni California Long

*

Low

QQQ

5.87

4.70

3.46

No

Fidelity California Municipal Income FCTFX

Muni California Long

*

Low

QQQ

4.92

4.56

3.18

No

MainStay MacKay CA Tax Free Opps I MCOIX

Muni California Long

´

Low

QQQQ

6.95

5.32

4.13

No

Vanguard CA Long-Term Tax-Exempt Adm VCLAX

Muni California Long

*

Low

QQQQ

5.54

5.30

3.86

No

morningstar.com/lp/magazine

17


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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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
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