Morningstar - Q3 2022 - S7

Medalist Mutual Funds
Name
Annualized Total Return %
Morningstar Category
AB Concentrated Growth Advisor WPSGX
AB Growth I AGFIX
AB Large Cap Growth Advisor APGYX
Akre Focus Instl AKRIX
Alger Capital Appreciation Instl I ALARX
Alger Capital Appreciation Ptfl I-2 ALVOX
Alger Capital Appreciation Z ACAZX
Alger Spectra Z ASPZX
Allspring Growth Inst SGRNX
Allspring Premier Large Co Gr R6 EKJFX
Amana Growth Investor AMAGX
American Century Focused Dynamic Gr I ACFSX
American Century Select I TWSIX
American Century Ultra R6 AULDX
American Funds AMCAP A AMCPX
American Funds Growth Fund of Amer A AGTHX
BlackRock Advantage Large Cap Gr Instl CMVIX
BlackRock Capital Appreciation Instl MAFGX
BlackRock Large Cap Focus Growth Inv A MDFOX
BNY Mellon Appreciation I DGIGX
Brown Advisory Sustainable Growth I BAFWX
Calvert Equity I CEYIX
Calvert US Large Cap Growth Rspnb Idx I CGJIX
ClearBridge Large Cap Growth I SBLYX
Delaware Ivy Large Cap Growth Fund I IYGIX
Federated Hermes Kaufmann Lrge Cap R6 KLCSX
Fidelity Blue Chip Growth FBGRX
Fidelity Blue Chip Growth K6 FBCGX
Fidelity Capital Appreciation FDCAX
Fidelity Contrafund FCNTX
Fidelity Contrafund K6 FLCNX
Fidelity Growth Company K FGCKX
Fidelity Growth Company K6 FGKFX
Fidelity Growth Discovery FDSVX
Fidelity Magellan FMAGX
Fidelity Magellan K6 FMKFX
Fidelity OTC FOCPX
Fidelity OTC K6 FOKFX
Morningstar
Analyst Rating
Morningstar
Fee Level
Large Growth ´ Average
Large Growth ´ Average
Large Growth ´ Below Avg
Large Growth ´ Above Avg
Large Growth ´ Above Avg
Large Growth ´ Average
Large Growth ´ Average
Large Growth ´ Average
Large Growth ´ Average
Large Growth ´ Below Avg
Large Growth ´ Above Avg
Large Growth ´ Below Avg
Large Growth ´ Average
Large Growth ´ Below Avg
Large Growth ΠBelow Avg
Large Growth * Below Avg
Large Growth ´ Below Avg
Large Growth * Below Avg
Large Growth * Average
Large Growth * Below Avg
Large Growth * Below Avg
Large Growth * Below Avg
Large Growth ´ Low
Large Growth ´ Below Avg
Large Growth ´ Below Avg
Large Growth ´ Average
Large Growth * Average
Large Growth * Low
Large Growth ´ Average
Large Growth * Average
Large Growth * Low
Large Growth ΠAverage
Large Growth ΠLow
Large Growth ´ Average
Large Growth ´ Below Avg
Large Growth ´ Low
Large Growth ´ Average
Large Growth ´ Low
Morningstar
Rating
1Yr
QQQQ -17.54
QQQQ -23.03
QQQQQ -19.73
QQQQQ -15.75
-30.80
-30.41
-30.63
-34.01
-34.78
-29.61
QQQ
QQQ
QQQ
QQ
QQ
QQQ
QQQQQ -11.67
-36.12
QQQ
QQQQ -18.47
QQQQ -24.06
-23.03
-25.08
-20.10
-29.05
-29.90
QQ
QQQ
QQQ
QQQ
QQQ
QQQQ -13.27
QQQQQ -19.02
QQQQQ -9.82
QQQQQ -17.44
-25.57
QQQ
QQQQQ -17.16
-26.85
QQ
QQQQ -31.96
QQQQ -31.69
QQQQ -14.54
-21.97
-21.47
QQQ
QQQ
QQQQQ -29.15
QQQQQ -29.81
QQQQQ -17.10
-16.28
-15.94
QQQ
QQQ
QQQQQ -25.17
QQQQQ -25.35
3Yr
8.63
7.94
11.29
7.48
6.28
6.90
6.66
4.03
4.09
4.92
13.55
9.56
11.69
12.86
4.75
7.64
10.34
6.47
6.31
11.55
11.27
11.19
12.87
5.69
11.38
3.62
11.93
12.81
12.31
8.41
8.20
15.88
5Yr
Closed
to New
Investors
12.18 No
12.69 No
13.92 No
14.32 No
10.25 No
10.84 No
10.62 No
9.05 No
10.77 No
11.15 No
15.53 No
14.35 No
13.12 No
14.80 No
7.95 No
9.87 No
12.31 No
11.54 No
11.21 No
12.04 No
15.15 No
15.28 No
14.33 No
10.12 No
14.95 No
8.97 No
14.20 No
14.21 No
12.71 No
11.26 No
11.28 No
15.92 Yes
15.49 - No
14.13
9.31
15.06 No
11.07 No
13.02
9.92 - No
13.85 No
13.46 - No
morningstar.com/products/magazine
7
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
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
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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
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
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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
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