Morningstar - Q3 2022 - S11

Medalist Mutual Funds
Name
Annualized Total Return %
Morningstar Category
Artisan Mid Cap Instl APHMX
Baird Mid Cap Growth Instl BMDIX
Baron Asset Instl BARIX
Baron Growth Instl BGRIX
BlackRock Mid-Cap Growth Equity Instl CMGIX
Champlain Mid Cap Instl CIPIX
Conestoga SMid Cap Instl CCSGX
Delaware Ivy Mid Cap Growth I IYMIX
DF Dent Midcap Growth Instl DFMGX
Eaton Vance Atlanta Capital SMID-Cap R6 ERASX
Fidelity Extended Market Index FSMAX
Hartford MidCap F HMDFX
Invesco Discovery Mid Cap Growth R6 OEGIX
Jackson Square SMID-Cap Growth IS DCGTX
Janus Henderson Enterprise I JMGRX
JPMorgan Mid Cap Growth R6 JMGMX
MFS Mid Cap Growth R6 OTCKX
Morgan Stanley Inst Discovery I MPEGX
Parnassus Mid Cap Growth Investor PARNX
PGIM Jennison Mid-Cap Growth A PEEAX
PRIMECAP Odyssey Aggressive Growth POAGX
Principal MidCap Instl PCBIX
T. Rowe Price Extended Equity Market Idx PEXMX
T. Rowe Price Instl Mid-Cap Equity Gr PMEGX
T. Rowe Price Mid-Cap Growth RPMGX
T. Rowe Price New Horizons I PRJIX
Touchstone Mid Cap Growth R6 TFGRX
Vanguard Extended Market Index Adm VEXAX
Vanguard Mid Cap Growth Inv VMGRX
Vanguard Mid-Cap Growth Index Adm VMGMX
Victory RS Mid Cap Growth Y RMOYX
Virtus KAR Small-Cap Core I PKSFX
Voya Russell Mid Cap Growth Idx Port S IRGUX
American Century Mid Cap Value R6 AMDVX
Ariel Appreciation Instl CAAIX
Ariel Fund Instl ARAIX
Artisan Mid Cap Value Instl APHQX
Diamond Hill Mid Cap I DHPIX
Morningstar
Analyst Rating
Morningstar
Fee Level
Mid-Cap Growth * Average
Mid-Cap Growth ´ Below Avg
Mid-Cap Growth * Average
Mid-Cap Growth * Average
Mid-Cap Growth * Below Avg
Mid-Cap Growth ΠBelow Avg
Mid-Cap Growth * Below Avg
Mid-Cap Growth ´ Below Avg
Mid-Cap Growth * Below Avg
Mid-Cap Growth * Below Avg
Mid-Cap Growth ´ Low
Mid-Cap Growth * Below Avg
Mid-Cap Growth * Low
Mid-Cap Growth * Below Avg
Mid-Cap Growth * Below Avg
Mid-Cap Growth ´ Below Avg
Mid-Cap Growth * Low
Mid-Cap Growth ΠBelow Avg
Mid-Cap Growth ´ Below Avg
Mid-Cap Growth ´ Average
Mid-Cap Growth ΠLow
Mid-Cap Growth * Below Avg
Mid-Cap Growth ´ Low
Mid-Cap Growth ΠLow
Mid-Cap Growth ΠBelow Avg
Mid-Cap Growth * Low
Mid-Cap Growth ´ Below Avg
Mid-Cap Growth ´ Low
Mid-Cap Growth ´ Low
Mid-Cap Growth ΠLow
Mid-Cap Growth ´ Average
Mid-Cap Growth ´ Average
Mid-Cap Growth ´ Low
Mid-Cap Value * Low
Mid-Cap Value ´ Below Avg
Mid-Cap Value ´ Below Avg
Mid-Cap Value ´ Average
Mid-Cap Value * Below Avg
Morningstar
Rating
QQQ
QQQ
1Yr
-32.80
QQQQ -22.30
-29.25
QQQQ -22.19
QQQQ -33.09
QQQQQ -21.35
QQQQ -25.60
QQQQ -29.54
-26.95
-9.96
QQQ
QQQQ
QQ
QQ
Q
-29.92
-25.29
QQQQ -27.38
-50.17
QQQQQ -14.58
QQQQQ -28.46
QQQQ -24.39
-65.74
-33.08
-27.10
-28.23
Q
QQ
QQQ
QQQ
QQQQ -18.63
-29.53
QQ
QQQQ -22.49
QQQQ -21.86
QQQQ -37.90
QQQQ -23.60
-29.95
-31.72
QQ
QQ
QQQQ -25.42
-35.20
QQ
QQQQQ -9.37
-30.02
-1.82
QQQ
QQQQ
QQQ
QQQ
QQ
QQ
-15.90
-18.87
-10.00
-10.15
3Yr
6.02
7.23
2.31
6.72
2.82
7.01
3.49
8.38
2.90
6.83
4.63
2.20
6.25
-4.07
6.52
7.67
4.76
-4.36
0.04
6.31
2.87
6.06
4.38
3.90
4.09
4.42
5.65
4.64
0.84
6.14
-2.80
10.13
3.53
8.53
5.45
6.01
6.05
4.24
morningstar.com/products/magazine
5Yr
Closed
to New
Investors
9.99 No
10.91 No
8.63 No
10.87 No
10.69 No
10.47 Yes
9.98 No
12.86 No
10.10 No
10.50 No
6.43 No
6.72 No
10.51 No
5.16 No
10.92 No
11.48 No
10.77 No
8.89 No
2.85 No
9.06 No
6.48 Yes
10.01 Yes
6.11 No
8.51 No
8.38 No
11.57 Yes
9.58 No
6.43 No
6.94 No
9.04 No
4.17 No
14.88 Yes
8.14 No
7.08 No
4.79 No
5.91 No
5.63 No
4.93 No
11
Equity
http://www.morningstar.com/products/magazine

Morningstar - Q3 2022

Table of Contents for the Digital Edition of Morningstar - Q3 2022

Contents
Morningstar - Q3 2022 - Cover1
Morningstar - Q3 2022 - Cover2
Morningstar - Q3 2022 - 1
Morningstar - Q3 2022 - 2
Morningstar - Q3 2022 - Contents
Morningstar - Q3 2022 - 4
Morningstar - Q3 2022 - 5
Morningstar - Q3 2022 - 6
Morningstar - Q3 2022 - 7
Morningstar - Q3 2022 - 8
Morningstar - Q3 2022 - 9
Morningstar - Q3 2022 - 10
Morningstar - Q3 2022 - 11
Morningstar - Q3 2022 - 12
Morningstar - Q3 2022 - 13
Morningstar - Q3 2022 - 14
Morningstar - Q3 2022 - 15
Morningstar - Q3 2022 - 16
Morningstar - Q3 2022 - 17
Morningstar - Q3 2022 - 18
Morningstar - Q3 2022 - 19
Morningstar - Q3 2022 - 20
Morningstar - Q3 2022 - 21
Morningstar - Q3 2022 - 22
Morningstar - Q3 2022 - 23
Morningstar - Q3 2022 - 24
Morningstar - Q3 2022 - 25
Morningstar - Q3 2022 - 26
Morningstar - Q3 2022 - 27
Morningstar - Q3 2022 - 28
Morningstar - Q3 2022 - 29
Morningstar - Q3 2022 - 30
Morningstar - Q3 2022 - 31
Morningstar - Q3 2022 - 32
Morningstar - Q3 2022 - 33
Morningstar - Q3 2022 - 34
Morningstar - Q3 2022 - 35
Morningstar - Q3 2022 - 36
Morningstar - Q3 2022 - 37
Morningstar - Q3 2022 - 38
Morningstar - Q3 2022 - 39
Morningstar - Q3 2022 - 40
Morningstar - Q3 2022 - 41
Morningstar - Q3 2022 - 42
Morningstar - Q3 2022 - 43
Morningstar - Q3 2022 - 44
Morningstar - Q3 2022 - 45
Morningstar - Q3 2022 - 46
Morningstar - Q3 2022 - 47
Morningstar - Q3 2022 - 48
Morningstar - Q3 2022 - 49
Morningstar - Q3 2022 - 50
Morningstar - Q3 2022 - 51
Morningstar - Q3 2022 - 52
Morningstar - Q3 2022 - 53
Morningstar - Q3 2022 - 54
Morningstar - Q3 2022 - 55
Morningstar - Q3 2022 - 56
Morningstar - Q3 2022 - 57
Morningstar - Q3 2022 - 58
Morningstar - Q3 2022 - 59
Morningstar - Q3 2022 - 60
Morningstar - Q3 2022 - 61
Morningstar - Q3 2022 - 62
Morningstar - Q3 2022 - 63
Morningstar - Q3 2022 - 64
Morningstar - Q3 2022 - 65
Morningstar - Q3 2022 - 66
Morningstar - Q3 2022 - 67
Morningstar - Q3 2022 - 68
Morningstar - Q3 2022 - 69
Morningstar - Q3 2022 - 70
Morningstar - Q3 2022 - 71
Morningstar - Q3 2022 - 72
Morningstar - Q3 2022 - 73
Morningstar - Q3 2022 - 74
Morningstar - Q3 2022 - 75
Morningstar - Q3 2022 - 76
Morningstar - Q3 2022 - 77
Morningstar - Q3 2022 - 78
Morningstar - Q3 2022 - 79
Morningstar - Q3 2022 - 80
Morningstar - Q3 2022 - Cover3
Morningstar - Q3 2022 - Cover4
Morningstar - Q3 2022 - S1
Morningstar - Q3 2022 - S2
Morningstar - Q3 2022 - S3
Morningstar - Q3 2022 - S4
Morningstar - Q3 2022 - S5
Morningstar - Q3 2022 - S6
Morningstar - Q3 2022 - S7
Morningstar - Q3 2022 - S8
Morningstar - Q3 2022 - S9
Morningstar - Q3 2022 - S10
Morningstar - Q3 2022 - S11
Morningstar - Q3 2022 - S12
Morningstar - Q3 2022 - S13
Morningstar - Q3 2022 - S14
Morningstar - Q3 2022 - S15
Morningstar - Q3 2022 - S16
Morningstar - Q3 2022 - S17
Morningstar - Q3 2022 - S18
Morningstar - Q3 2022 - S19
Morningstar - Q3 2022 - S20
Morningstar - Q3 2022 - S21
Morningstar - Q3 2022 - S22
Morningstar - Q3 2022 - S23
Morningstar - Q3 2022 - S24
Morningstar - Q3 2022 - S25
Morningstar - Q3 2022 - S26
Morningstar - Q3 2022 - S27
Morningstar - Q3 2022 - S28
Morningstar - Q3 2022 - S29
Morningstar - Q3 2022 - S30
Morningstar - Q3 2022 - S31
Morningstar - Q3 2022 - S32
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com