Data Dashboard Medalist Mutual Funds Allocation Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating BlackRock Managed Income Instl BLDIX Alloc-15% to 30% Equity ´ Low Fidelity Asset Manager 20% FASIX Alloc-15% to 30% Equity ´ Fidelity Asset Manager 30% FTANX Alloc-15% to 30% Equity PIMCO Inflation Response MultiAsst Instl PIRMX Alloc-15% to 30% Equity Vanguard LifeStrategy Income Inv VASIX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 15.56 5.31 5.25 No Low QQQ 14.30 5.80 5.32 No ´ Low QQQQQ 20.41 7.20 6.85 No * Below Avg QQQQ 24.72 5.58 6.04 No Alloc-15% to 30% Equity Œ Low QQQ 10.78 6.28 5.34 No American Funds Cnsrv Gr & Inc A INPAX Alloc-30% to 50% Equity * Low QQQQ 25.20 7.70 7.74 No BlackRock Multi-Asset Income Instl BIICX Alloc-30% to 50% Equity * Low QQQ 23.22 6.59 6.67 No Fidelity Advisor Asset Manager 50% Z FIKZX Alloc-30% to 50% Equity ´ Low QQQQQ 32.15 9.41 9.39 No Fidelity Asset Manager 40% FFANX Alloc-30% to 50% Equity ´ Low QQQQ 26.16 8.37 8.16 No Hartford Balanced Income F HBLFX Alloc-30% to 50% Equity * Low QQQQ 24.72 8.79 8.55 No JPMorgan Income Builder I JNBSX Alloc-30% to 50% Equity ´ Low QQQ 27.64 6.69 7.50 No Manning & Napier Pro-Blend Cnsrv Trm W MNCWX Alloc-30% to 50% Equity * Low QQQ 18.76 8.19 6.90 No Manning & Napier Pro-Blend Mod Trm W MNMWX Alloc-30% to 50% Equity ´ Low QQQQQ 25.71 10.23 8.58 No MFS Conservative Allocation A MACFX Alloc-30% to 50% Equity ´ Average QQQQ 23.46 8.39 7.73 No T. Rowe Price Retirement Balanced I TRPTX Alloc-30% to 50% Equity * Low QQQQ 28.04 8.52 8.00 No T. Rowe Price Retirement Balanced TRRIX Alloc-30% to 50% Equity * Low QQQQ 27.84 8.39 7.87 No T. Rowe Price Spectrum Cnsrv Allc PRSIX Alloc-30% to 50% Equity * Low QQQQ 28.25 8.22 8.48 No TIAA-CREF Lifecycle Index Ret Inc Instl TRILX Alloc-30% to 50% Equity ´ Low QQQQ 22.17 8.47 7.71 No TIAA-CREF Lifecycle Retire Income Instl TLRIX Alloc-30% to 50% Equity ´ Low QQQQ 24.21 7.71 7.81 No Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Alloc-30% to 50% Equity Œ Low QQQQ 21.46 8.09 7.59 No Vanguard Tax-Managed Balanced Adm VTMFX Alloc-30% to 50% Equity * Low QQQQQ 29.53 10.86 9.73 No Vanguard Wellesley Income Adm VWIAX Alloc-30% to 50% Equity Œ Low QQQQQ 18.45 8.48 7.43 No American Funds American Balanced A ABALX Alloc-50% to 70% Equity * Low QQQQQ 30.14 10.53 10.45 No American Funds Moderate Gr & Inc A BLPAX Alloc-50% to 70% Equity * Below Avg QQQQ 33.91 10.17 10.20 No BlackRock Balanced Capital Inv A MDCPX Alloc-50% to 70% Equity ´ Below Avg QQQQ 35.86 11.41 11.30 No Columbia Balanced Inst CBALX Alloc-50% to 70% Equity ´ Below Avg QQQQQ 39.12 13.17 11.25 No Dodge & Cox Balanced DODBX Alloc-50% to 70% Equity * Low QQQQ 49.99 11.12 12.08 No FPA Crescent FPACX Alloc-50% to 70% Equity Œ Average QQQ 54.80 11.35 10.76 No JHancock Balanced I SVBIX Alloc-50% to 70% Equity ´ Below Avg QQQQ 33.52 11.90 11.05 No Manning & Napier Pro-Blend Extnd Trm W MNBWX Alloc-50% to 70% Equity * Low QQQQ 31.63 12.00 10.49 No MFS Moderate Allocation I MMAIX Alloc-50% to 70% Equity * Below Avg QQQQ 33.10 10.55 10.23 No MFS Total Return A MSFRX Alloc-50% to 70% Equity ´ Below Avg QQQ 33.68 9.96 9.13 No Oakmark Equity and Income Advisor OAYBX Alloc-50% to 70% Equity ´ Low QQQ 53.85 10.17 10.69 No PGIM Balanced Z PABFX Alloc-50% to 70% Equity ´ Below Avg QQQQ 36.00 9.25 9.37 No T. Rowe Price Balanced RPBAX Alloc-50% to 70% Equity * Low QQQQ 38.24 10.72 11.04 No T. Rowe Price Capital Appreciation PRWCX Alloc-50% to 70% Equity Œ Below Avg QQQQQ 39.71 15.36 13.54 Yes morningstar.com/lp/magazine 3http://www.morningstar.com/lp/magazine