Medalist Mutual Funds Target Date Specialty Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Eventide Healthcare & Life Sciences I ETIHX Health ´ Above Avg Fidelity Advisor Health Care I FHCIX Health Œ Fidelity Select Health Care FSPHX Health Hartford Healthcare A HGHAX Closed to New Investors 1Yr 3Yr 5Yr QQQQQ 65.88 24.21 26.37 No Below Avg QQQQ 38.48 17.31 16.55 No Œ Below Avg QQQQ 42.23 19.30 17.68 No Health ´ Above Avg QQQQ 40.82 15.77 14.89 No PGIM Jennison Health Sciences Z PHSZX Health * Below Avg QQQ 57.11 15.68 16.64 No T. Rowe Price Health Sciences PRHSX Health * Below Avg QQQQQ 49.87 18.72 17.23 No Vanguard Health Care Adm VGHAX Health * Low QQQ 26.21 11.75 10.82 No Lazard Global Listed Infrastructure Inst GLIFX Infrastructure * Average QQQQ 17.86 7.27 7.91 No Nuveen Global Infrastructure I FGIYX Infrastructure ´ Average QQQ 27.86 7.43 7.09 No Cohen & Steers Instl Realty Shares CSRIX Real Estate * Below Avg QQQQQ 37.01 13.07 8.15 No Cohen & Steers Realty Shares L CSRSX Real Estate ´ Average QQQQ 36.63 12.87 7.92 No DFA Real Estate Securities I DFREX Real Estate Œ Low QQQQ 33.74 11.20 6.64 No DWS RREEF Real Estate Securities Instl RRRRX Real Estate * Below Avg QQQQ 33.06 11.02 6.72 No Fidelity Advisor Real Estate Income I FRIRX Real Estate ´ Below Avg QQQQ 40.97 8.23 7.12 No Neuberger Berman Real Estate R6 NRREX Real Estate * Below Avg QQQQQ 30.12 12.56 8.43 No Principal Real Estate Securities Inst PIREX Real Estate ´ Average QQQQQ 33.97 11.04 7.34 No T. Rowe Price Real Estate I TIRRX Real Estate ´ Below Avg QQ 33.76 5.49 3.02 No Vanguard Real Estate Index Adm VGSLX Real Estate Œ Low QQQQ 36.54 11.00 6.13 No BlackRock Technology Opportunities Instl BGSIX Technology Œ Average QQQQQ 99.62 35.22 35.33 No Columbia Seligman Comms & Info A SLMCX Technology ´ Above Avg QQQ 101.23 29.59 28.24 No Janus Henderson Glb Tech and Innovt D JNGTX Technology ´ Below Avg QQQQ 73.30 27.90 30.23 Yes MFS Technology A MTCAX Technology ´ Above Avg QQQ 62.79 23.24 24.95 No T. Rowe Price Global Technology PRGTX Technology ´ Average QQQQ 93.52 27.03 28.54 No Virtus AllianzGI Technology Inst DRGTX Technology * Above Avg QQQ 80.41 27.41 29.24 No Franklin Utilities A1 FKUTX Utilities * Below Avg QQQQ 18.79 11.11 8.39 Yes MFS Utilities A MMUFX Utilities ´ Average QQQ 30.34 11.40 9.86 No American Funds 2035 Trgt Date Retire R6 RFFTX Target-Date 2035 * Low QQQQQ 44.36 12.37 13.08 No BlackRock LifePath Dyn 2035 K LPJKX Target-Date 2035 * Low QQQQ 45.62 11.41 11.91 No BlackRock LifePath Index 2035 K LIJKX Target-Date 2035 Œ Low QQQ 41.60 11.04 11.19 No Fidelity Advisor Freedom 2035 Z6 FHGLX Target-Date 2035 ´ Below Avg QQQQQ 50.43 12.48 13.38 No Fidelity Freedom 2035 K FSNUX Target-Date 2035 * Average QQQQ 51.80 12.01 13.29 No Fidelity Freedom Index 2035 Investor FIHFX Target-Date 2035 * Low QQQQ 44.28 11.82 12.64 No JPMorgan SmartRetirement 2035 R6 SRJYX Target-Date 2035 * Below Avg QQQ 45.42 10.38 11.41 No JPMorgan SmartRetirement Blend 2035 R6 JPYRX Target-Date 2035 Œ Low QQQ 42.71 10.14 11.03 No MassMutual Select TRP Retirement 2035 I MMTJX Target-Date 2035 Œ Below Avg QQQQ 50.32 12.12 - No PIMCO RealPath Blend 2035 Institutional PDGZX Target-Date 2035 Œ Low QQQ 40.36 10.54 11.17 No Schwab Target 2035 Index SWYFX Target-Date 2035 ´ Low QQQQ 39.84 10.94 - No State Street Target Retirement 2035 K SSCKX Target-Date 2035 * Low QQQQ 42.24 12.01 12.24 No morningstar.com/lp/magazine 25http://www.morningstar.com/lp/magazine