Morningstar - Q3 2022 - S4

Data Dashboard
Medalist Mutual Funds
Name
Annualized Total Return %
Morningstar Category
T. Rowe Price Capital Appreciation PRWCX
T. Rowe Price Spectrum Moderate Allc I TPPAX
Vanguard Balanced Index Adm VBIAX
Vanguard LifeStrategy Moderate Gr Inv VSMGX
Vanguard STAR Inv VGSTX
Vanguard Wellington Adm VWENX
VY T. Rowe Price Capital Apprec S ITCSX
American Funds Growth and Inc Port A GAIOX
American Funds Income Fund of Amer R6 RIDGX
Fidelity Multi-Asset Index FFNOX
Fidelity Advisor Strategic Div & Inc Z FIQWX
FPA Crescent FPACX
MFS Growth Allocation A MAGWX
Oakmark Equity and Income Instl OANBX
T. Rowe Price Spectrum Mod Gr Allc I TGIPX
Vanguard LifeStrategy Growth Inv VASGX
American Funds Growth Portfolio A GWPAX
Manning & Napier Pro-Blend Max Term W MNHWX
MFS Aggressive Growth Allocation I MIAGX
American Funds Capital Income Bldr R6 RIRGX
American Funds Global Balanced R6 RGBGX
BlackRock Global Allocation Instl MALOX
DWS RREEF Real Assets Inst AAAZX
First Eagle Global I SGIIX
GMO Global Asset Allocation III GMWAX
JPMorgan Global Allocation I GAOSX
Loomis Sayles Global Allocation Y LSWWX
MFS Global Total Return I MFWIX
T. Rowe Price Global Allocation RPGAX
Vanguard Global Wellesley Income Adm VGYAX
Vanguard Global Wellington Adm VGWAX
American Beacon AHL TargetRisk Y AHTYX
AQR Multi-Asset I AQRIX
BNY Mellon Global Real Return - I DRRIX
Eaton Vance Rich Bern All Asst Strat I EIRAX
Invesco Balanced-Risk Allocation A ABRZX
JHancock Multi-Asset Absolute Return R6 JHASX
BlackRock Global Long/Short Equity Instl BDMIX
4
Morningstar
Analyst Rating
Morningstar
Fee Level
Alloc-50% to 70% Equity ΠBelow Avg
Alloc-50% to 70% Equity ΠLow
Alloc-50% to 70% Equity * Low
Alloc-50% to 70% Equity ΠLow
Alloc-50% to 70% Equity * Low
Alloc-50% to 70% Equity ΠLow
Alloc-50% to 70% Equity ΠAverage
Alloc-70% to 85% Equity * Below Avg
Alloc-70% to 85% Equity ΠLow
Alloc-70% to 85% Equity ΠLow
Alloc-70% to 85% Equity * Low
Alloc-70% to 85% Equity ΠAbove Avg
Alloc-70% to 85% Equity ´ Average
Alloc-70% to 85% Equity ´ Low
Alloc-70% to 85% Equity ΠBelow Avg
Alloc-70% to 85% Equity ΠLow
Alloc-85%+ Equity * Below Avg
Alloc-85%+ Equity ΠLow
Alloc-85%+ Equity * Below Avg
Global Allocation ΠLow
Global Allocation * Low
Global Allocation * Below Avg
Global Allocation ´ Below Avg
Global Allocation * Below Avg
Global Allocation ´ Low
Global Allocation * Low
Global Allocation * Below Avg
Global Allocation ´ Below Avg
Global Allocation ΠBelow Avg
Global Allocation * Low
Global Allocation * Low
Tactical Allocation * Below Avg
Tactical Allocation * Low
Tactical Allocation * Below Avg
Tactical Allocation ´ Below Avg
Tactical Allocation ´ Average
Tactical Allocation ´ Below Avg
Equity Market Neutral ´ Below Avg
Morningstar
Rating
QQQ
QQQ
1Yr
QQQQQ -7.62
-14.96
QQQQ -12.52
-13.73
QQQQ -17.50
QQQQQ -9.19
QQQQQ -7.78
QQQQ -13.51
-3.91
QQQQ
QQQQQ -14.99
QQQQQ -6.06
-10.69
QQQ
QQQQ -13.53
-11.75
QQQ
QQQQ -17.25
QQQQ -14.91
QQQQ -23.94
QQQQQ -14.49
QQQQQ -14.09
QQQQQ -5.08
QQQQ -13.53
QQQQ -16.19
-0.03
QQQQ
QQQQQ -8.38
-15.56
QQQ
QQQQ -16.32
QQQQ -20.89
QQQQ -11.76
QQQQ -14.63
-6.87
QQQ
QQQQQ -7.06
-8.38
-6.83
-4.73
QQQ
QQQ
QQQ
QQQ
QQQ
QQQ
QQQ
-11.02
-9.49
-2.29
-3.62
3Yr
8.40
3.69
5.72
3.66
5.24
6.30
8.23
6.05
6.59
5.88
7.78
5.96
5.21
6.07
4.64
5.16
5.20
9.21
6.46
4.85
2.55
4.79
8.09
5.09
1.08
2.82
2.05
2.81
3.80
5Yr
Closed
to New
Investors
9.72 Yes
5.29 No
6.92 No
4.95 No
6.25 No
7.23 No
9.54 No
6.66 No
6.53 No
6.96 No
7.78 No
5.74 No
6.88 No
5.96 No
6.34 No
6.19 No
7.16 No
9.56 No
8.20 No
4.67 No
3.64 No
4.46 No
8.19 No
5.20 No
2.40 No
3.88 No
5.38 No
3.67 No
4.66 No
2.22 - No
5.63 - No
2.83 - No
3.67
3.71
2.55
3.24
3.17
-0.88
5.41 No
4.29 No
3.08 No
4.01 No
2.46 No
1.77 No
Alternative
Allocation

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
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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