Medalist Mutual Funds Equity Alternative Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating American Beacon AHL Mgd Futs Strat Y AHLYX Managed Futures * Below Avg AQR Diversified Arbitrage I ADAIX Market Neutral ´ Arbitrage I ARBNX Market Neutral BlackRock Event Driven Equity Instl BILPX Closed to New Investors 1Yr 3Yr 5Yr QQQQQ 8.69 6.91 3.80 No Average QQQQQ 41.53 13.28 11.00 No ´ Average QQQ 10.38 4.47 3.64 No Market Neutral ´ Average QQQQQ 12.75 6.64 5.64 No * Above Avg QQQ BlackRock Global Long/Short Equity Instl BDMIX Market Neutral Calamos Market Neutral Income I CMNIX Market Neutral ´ Low BlackRock Systematic Multi-Strat Instl BIMBX Multialternative ´ Low Blackstone Alternative Multi-Strategy I BXMIX Multialternative ´ High BNY Mellon Global Real Return - I DRRIX Multialternative ´ JHancock Diversified Macro R6 JDJRX Multialternative JHancock Multi-Asset Absolute Return I JHAIX 7.72 2.61 3.39 No QQQQ 11.05 4.61 4.95 No QQQQ 7.19 5.02 5.22 No QQQ 18.34 2.19 3.49 No Low QQQQQ 22.57 8.36 5.39 No ´ Below Avg - 6.11 - - No Multialternative ´ Below Avg QQ 9.50 3.48 2.71 No JPMorgan Hedged Equity I JHEQX Options-based * Low QQQQQ 25.46 10.99 10.60 Yes Amana Income Instl AMINX Large Blend ´ Average QQ 46.32 13.98 12.94 No American Century Sustainable Equity I AFEIX Large Blend ´ Below Avg QQQQQ 55.30 16.86 17.17 No American Funds Fundamental Invs A ANCFX Large Blend * Below Avg QQQ 54.51 13.55 15.01 No American Funds Invmt Co of Amer R6 RICGX Large Blend * Low QQQ 51.83 13.39 14.01 No American Funds Washington Mutual A AWSHX Large Blend Œ Below Avg QQQ 48.99 13.06 13.79 No AQR Large Cap Defensive Style I AUEIX Large Blend * Low QQQ 43.37 14.28 14.50 No AQR Large Cap Multi-Style R6 QCERX Large Blend * Low QQ 61.36 11.70 13.40 No BlackRock Advantage ESG US Eq Instl Shrs BIRIX Large Blend ´ Low QQQQQ 64.26 17.58 17.34 No BNY Mellon Appreciation I DGIGX Large Blend * Below Avg QQQQQ 54.10 18.73 17.03 No Calvert US Large Cap Core Rspnb Idx I CISIX Large Blend ´ Low QQQQQ 62.18 19.14 17.67 No ClearBridge Appreciation IS LMESX Large Blend * Below Avg QQQ 50.18 16.32 14.77 No ClearBridge Dividend Strategy 1 LCBOX Large Blend * Average QQ 45.22 13.63 13.13 No Clipper CFIMX Large Blend ´ Below Avg QQ 64.11 12.17 14.40 No Columbia Contrarian Core Inst3 COFYX Large Blend * Below Avg QQQQ 60.34 17.73 15.97 No Columbia Large Cap Index Inst NINDX Large Blend * Low QQQQ 56.02 16.53 16.05 No Davis NY Venture Y DNVYX Large Blend ´ Below Avg QQ 72.12 13.96 15.99 No DFA US Core Equity 1 I DFEOX Large Blend * Low QQQ 67.94 15.33 15.83 No DFA US Core Equity 2 I DFQTX Large Blend * Low QQ 71.75 14.75 15.37 No DFA US Large Company I DFUSX Large Blend Œ Low QQQQ 56.34 16.74 16.23 No Fidelity 500 Index FXAIX Large Blend Œ Low QQQQ 56.34 16.77 16.28 No Fidelity Advisor Capital Development O FDETX Large Blend ´ Below Avg QQ 61.48 14.43 15.22 Yes Fidelity Advisor Growth & Income I FGIOX Large Blend ´ Below Avg QQ 56.81 13.71 14.07 No Fidelity Advisor Large Cap I FALIX Large Blend ´ Low QQQ 63.57 14.55 15.41 No Fidelity Growth & Income FGRIX Large Blend ´ Below Avg QQQ 56.93 13.90 14.22 No Fidelity Large Cap Stock FLCSX Large Blend ´ Low QQQ 62.87 14.50 15.30 No Fidelity Large Cap Stock K6 FCLKX Large Blend ´ Low QQ 62.93 14.76 - No morningstar.com/lp/magazine 5http://www.morningstar.com/lp/magazine