Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Wasatch Core Growth WGROX Wasatch Small Cap Growth Instl WIAEX Boston Partners Small Cap Value II I BPSIX Columbia Small Cap Value II Inst3 CRRYX Delaware Small Cap Value Instl DEVIX DFA US Small Cap Value I DFSVX DFA US Targeted Value I DFFVX Diamond Hill Small Cap I DHSIX First Eagle Small Cap Opportunity I FESCX Franklin Small Cap Value Adv FVADX Hotchkis & Wiley Small Cap Value I HWSIX Invesco Small Cap Value Y VSMIX Janus Henderson Small Cap Value I JSCOX LSV Small Cap Value Instl LSVQX Royce Small-Cap Special Equity Invmt RYSEX Vanguard Small Cap Value Index Adm VSIAX Credit Suisse Floating Rate Hi Inc Instl CSHIX Eaton Vance Floating Rate R6 ESBLX Eaton Vance Floating-Rate & Hi Inc Inst EIFHX Eaton Vance Floating-Rate Advantage R6 EFRRX Fidelity Floating Rate High Income FFRHX Lord Abbett Floating Rate F3 LFROX T. Rowe Price Floating Rate PRFRX T. Rowe Price Instl Floating Rate RPIFX Virtus Seix Floating Rate High Inc R6 SFRZX Columbia Convertible Securities Inst NCIAX MainStay MacKay Convertible I MCNVX Federated Hermes Corporate Bond IS FDBIX Invesco Corporate Bond R6 ICBFX MFS Corporate Bond R6 MFBKX PIMCO Investment Grade Credit Bnd Instl PIGIX Vanguard Interm-Term Corp Bd Idx Adm VICSX Vanguard Intrm-Term Invstmnt-Grde Adm VFIDX Western Asset Corporate Bond I SIGYX PIMCO Emerging Markets Bond Instl PEBIX TCW Emerging Markets Income I TGEIX Transamerica Emerging Markets Debt R6 TAEDX TCW Emerging Markets Local Ccy Inc I TGWIX 14 Morningstar Analyst Rating Morningstar Fee Level Small Growth Œ Above Avg Small Growth Œ Average Small Value Œ Average Small Value * Below Avg Small Value ´ Below Avg Small Value * Low Small Value * Low Small Value Œ Average Small Value * Average Small Value * Low Small Value ´ Average Small Value ´ Below Avg Small Value * Below Avg Small Value Œ Below Avg Small Value ´ Above Avg Small Value Œ Low Bank Loan ´ Below Avg Bank Loan * Low Bank Loan ´ Below Avg Bank Loan * Low Bank Loan * Low Bank Loan ´ Low Bank Loan Œ Below Avg Bank Loan Œ Low Bank Loan ´ Low Convertibles * Below Avg Convertibles ´ Low Corporate Bond ´ Average Corporate Bond * Below Avg Corporate Bond ´ Below Avg Corporate Bond * Average Corporate Bond * Low Corporate Bond ´ Low Corporate Bond ´ Average Emerging Markets Bond ´ Below Avg Emerging Markets Bond * Below Avg Emerging Markets Bond ´ Below Avg Emerging-Markets Lcl-Currncy ´ Below Avg Morningstar Rating QQQ QQQ QQQ QQQ 1Yr QQQQ -27.35 -39.91 -13.23 -12.61 -10.28 -7.21 -7.35 QQQQ QQQQ QQQ - QQQ QQQ QQQ Q -11.03 QQQQ -13.81 -3.42 -5.19 QQQQ -13.21 -9.85 -6.47 QQQQ -12.07 QQQQQ -3.38 -4.19 -5.01 -5.24 -2.90 -3.67 -3.19 QQQQ QQQQ QQQ QQQQ QQQ QQQQ QQQ QQQQQ -3.21 -3.17 3Yr 6.89 3.23 6.50 8.49 6.30 10.07 10.38 5.25 7.44 9.57 5Yr Closed to New Investors 10.71 Yes 10.66 Yes 4.82 No 6.04 No 4.89 No 6.46 No 7.12 No 3.90 No QQQQ -22.12 QQQQ -13.46 QQQQQ -13.12 QQQQ -15.81 QQQQ -15.31 -15.25 QQQ QQQQ -13.31 QQQQ -12.95 QQQQ -15.47 -19.68 -22.01 -19.34 -19.61 QQQ QQQ QQQ QQQ -19.76 - - No 6.17 Yes 6.30 No 9.37 No 2.40 Yes 2.99 No 4.74 No 6.15 No 2.37 No 2.14 No 2.12 No 2.30 No 2.53 No 1.69 No 2.25 No 2.57 No 2.03 No 10.31 No 9.56 No 1.46 No 1.66 No 1.23 No 0.79 No 1.37 No 1.21 No 1.37 No -0.59 No -1.61 No -1.07 No -2.99 No 14.55 0.83 5.15 7.30 6.76 1.78 1.06 1.08 1.03 1.64 0.25 1.33 1.63 0.86 9.45 9.91 -0.49 -0.17 -1.02 -2.00 -0.89 -0.76 -0.99 -4.07 -5.81 -4.15 -6.40 Fixed Income Equity