Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Oakmark Investor OAKMX Oakmark Select Advisor OAYLX PIMCO RAE PLUS Instl PXTIX Poplar Forest Partners Instl IPFPX Principal Equity Income Inst PEIIX Putnam Large Cap Value Y PEIYX Schwab Fundamental US Large Company Idx SFLNX Sound Shore Instl SSHVX T. Rowe Price Equity Income PRFDX Touchstone Dividend Equity Instl TQCIX Transamerica Large Cap Value I2 TWQZX Vanguard Equity-Income Adm VEIRX Vanguard High Dividend Yield Index Adm VHYAX Vanguard Mega Cap Value Index Instl VMVLX Vanguard Value Index Adm VVIAX Vanguard Windsor Adm VWNEX Vanguard Windsor II Adm VWNAX Virtus Ceredex Large-Cap Value Equity R6 STVZX VY Invesco Comstock I IVKIX Calvert US Mid Cap Core Rspnb Idx I CMJIX Columbia Mid Cap Index Inst NMPAX Davenport Equity Opportunities DEOPX Fidelity Mid-Cap Stock FMCSX Fidelity Mid-Cap Stock K6 FNKFX FMI Common Stock Instl FMIUX Hartford Schroders US MidCap Opps I SMDIX Janus Henderson Contrarian D JACNX JPMorgan SMID Cap Equity I WOOPX Madison Mid Cap I MDCIX Parnassus Mid Cap Instl PFPMX T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX Vanguard Mid Cap Index Adm VIMAX Vanguard S&P Mid-Cap 400 Index I VSPMX Vanguard Strategic Equity Inv VSEQX Voya Russell Mid Cap Index P2 VRMPX Alger Mid Cap Focus Z AFOZX Allspring Discovery Mid Cap Growth R6 WENRX Allspring Discovery SMID Cap Gr Inst WFDSX 10 Morningstar Analyst Rating Morningstar Fee Level Large Value Œ Average Large Value * Average Large Value ´ Average Large Value ´ Above Avg Large Value * Below Avg Large Value ´ Below Avg Large Value * Low Large Value * Average Large Value * Below Avg Large Value ´ Below Avg Large Value ´ Below Avg Large Value * Low Large Value * Low Large Value * Low Large Value Œ Low Large Value * Low Large Value ´ Low Large Value ´ Below Avg Large Value ´ Below Avg Mid-Cap Blend ´ Low Mid-Cap Blend * Low Mid-Cap Blend * Average Mid-Cap Blend ´ Below Avg Mid-Cap Blend ´ Low Mid-Cap Blend Œ Average Mid-Cap Blend ´ Average Mid-Cap Blend ´ Average Mid-Cap Blend * Average Mid-Cap Blend ´ Below Avg Mid-Cap Blend * Below Avg Mid-Cap Blend * Below Avg Mid-Cap Blend Œ Low Mid-Cap Blend Œ Low Mid-Cap Blend ´ Low Mid-Cap Blend * Low Mid-Cap Growth * Below Avg Mid-Cap Growth ´ Below Avg Mid-Cap Growth ´ Average Morningstar Rating QQQ Q QQQ QQQ QQQQ 1Yr -14.61 -15.94 -12.89 2.16 -8.09 QQQQQ -3.40 QQQQQ -5.22 -9.60 -2.80 -5.29 -5.25 0.51 QQ QQQ QQ QQ QQQQQ QQQQ -0.02 QQQQQ -1.17 QQQQQ -1.90 -2.57 QQQQ QQQQ -10.13 -12.25 -0.73 QQ QQQ QQQQ -18.84 -14.82 QQQ QQQQ -18.51 QQQQQ -6.81 -7.20 -7.45 -9.54 QQQQ QQQQ QQQQ QQQQQ -21.20 -12.76 QQQ QQQQQ -8.20 -16.01 -12.10 QQQ QQQ QQQQ -16.00 -14.71 QQQ QQQQ -13.23 -17.39 QQQ QQQQ -36.90 -42.80 -43.30 QQ QQ 3Yr 9.76 7.99 6.96 12.60 7.03 10.71 11.73 6.63 8.46 2.47 6.07 9.42 8.59 8.85 8.67 12.23 10.81 6.08 10.22 7.23 6.62 6.59 9.95 5Yr Closed to New Investors 8.54 No 4.42 No 7.88 No 7.32 No 8.84 No 10.21 No 10.97 No 5.93 No 8.07 No 3.79 No 5.41 No 9.56 No 8.79 No 9.60 No 9.22 No 9.46 No 9.43 No 6.51 No 9.07 No 8.33 No 6.78 No 9.85 No 9.93 No 9.70 - No 6.79 7.18 10.29 5.81 7.00 3.83 6.40 7.19 6.80 8.07 6.47 7.66 No 6.85 No 10.90 Yes 5.93 No 10.14 No 6.37 No 7.38 No 8.28 No 6.96 No 7.31 No 7.83 No 9.15 - No 0.35 -1.36 7.10 No 6.47 No Equity