Best Investments
Featured Stocks
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Exemplary Stewards with High Dividends
Ambev SA ADR Clorox Co CME Group Inc Class A LOCK|kbh$r $!$&C LOCK|dF!&!k Z&pl<Y! ?g GCx$ LOCK|n>WLr YX^?D !cjD -
Five Star Stocks
Adient PLC AECOM Alibaba Group Holding Ltd ADR LOCK|KVcd h%$kgQ#TsG hvS@w vrmK LOCK|Bn@z ?wbBD$jJc< mvY &cG!< w<< LOCK|!< & z&sM VdCD@ JLy@Bh -
Moats on Sale
A.O. Smith Corp Acuity Inc adidas AG ADR LOCK|%m<^ R?Q LOCK|^$X K<Z& LOCK|# @<WDDN>^ &?y b&>#<XbgF tC! -
Undervalued US AI Stocks
Alphabet Inc Class A Amazon.com Inc Amphenol Corp Class A LOCK|?Bf#qr >$% LOCK|<#n$lX@ NjW%g% LOCK|#^tN $p#? -
Wide Moat and Undervalued Stocks
A.O. Smith Corp Air Products and Chemicals Inc Airbnb Inc Ordinary Shares - Class A LOCK|%tJ$? <LN@n k%@N@JK wld xpx<^% LOCK|N#!%Bb @bML LOCK|!!R%kR ZPW pYf#C v>
Featured Funds
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Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% dswl@?!CfF w<CFLv@ LOCK|T T$k#$<wgM&& #<MV <>^^! k xjqyZnb LOCK|mvwn gKSDMrk!T VdFjxqW& ?BMb -
Attractive After-Tax Tickers
abrdn Emerging Markets ex-China Fund Class A abrdn Emerging Markets ex-China Fund Institutional Class Alger Focus Equity Fund Class Y LOCK|HFX ^K#n#K & mjlVFF QSJ> zl&mx $J LOCK|$#> BF<><z & >Nb&jT !ZP$ <hRwG $ LOCK|F#^K?Wc @vTC$xT#wb& nhJ?@ $@# hpT$ djNr! >z -
Best Aggressive Allocation Funds
American Funds Growth Portfolio Class 529-A American Funds Growth Portfolio Class 529-E American Funds Growth Portfolio Class 529-F-2 LOCK|&ZBc#% RxXRb dZ#QbG !T#l!Y!^^ P$^mB %TT-d-$ LOCK|gW?xp& <DgNB jy?x!g W$jTfgs^n vqvss s@h LOCK|%!lQF? R???> L&RHc^ K$Tn?@$$^ sC!x? >M&r-& -
Best Convertibles Funds
Fidelity Advisor Convertible Securities Fund - Class I Fidelity Advisor Convertible Securities Fund - Class Z Fidelity Convertible Securities Fund LOCK|&&m? V%%L %>Xfm%gfLr v#l&mv!&%&& K%>Jm<@jZ% Hd?M – yV$&%&!xLV%!? bt%@P LOCK|w?^z %>H^ !X@b!^#H<# <T#C?lNSL!? gfzhR<xVs@ s@pD – K&G>xY&>BP %c%@<kN LOCK|hMw# dr$Mj$#?xk^ q#PF f@@@> KV -
Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|xM @cq<<^Q!pZ>%< p>&P%# ns^q^yG? bjY# V@f%$b LOCK|@M!kHW ?m<kCX& &.&. vyh#$y$ lX@%q# ?lFg LOCK|?pl&N wZnG rln&!>& DP%dk?GBX> >.H. rs> -
Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|Bjl^m d! ?bH?#->WZ $>Zz!WB$T, RdXr^c !#> ?&y&Kr&F& L#%j> Q$?v## LOCK|@d&j>f X&m>%P% ^w@dJ'^ $!D<xsk$$? xyf% - NHfbD Q<k LOCK|?v# j>kl<? wy&#?NlTcyc!& v<S^^<X G&^@ m%PKD&x?^p^>% KQC!CJ!K -
Commodities Medalist Funds
PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-2 PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-3 PIMCO CommoditiesPLUS® and Bond Alpha Fund Institutional Class LOCK|L!! %Y^skn$@? c!f <jFb xfLP!? <$M% f$>Dh dX!s ?<#vG<??@$%>gb &YV!gp!P LOCK|$ZQ &rhh&k#Jt <<Z W@s> $$nhBk @tRC c^<vd %lSP !&$mS K-%>n LOCK|dRR c&bWR$!Dv fWN mR^N wHD%d& N>n& %r?x< %?ps m!M#< <-J -
Dividend Index Medalist Funds
Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF First Trust Dorsey Wright Momentum & Dividend ETF LOCK|!k# XYr?< V!T@L% @kbFzML@ >TDzJY@B? lQ&>W$ LOCK|&&&^b! ^.p. s#l& qR<qD$?< #VJW >MtKZ &T#@! LOCK|%WjJs !M! Yjvd> NBV%@KK&^H %QD&?t! ?SF<%sck R?j@s -
Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|gGcj #?tkQpdc> &<%G%>Ny &>nj&$ LOCK|R@< #S @@$% LOCK|<<$ &$ $%!@@K@s & BP#CwHfQ TGx -
Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|k #Wm<$ j!S DVZRb-clj?L n@Cy %TM?@ ?$ LOCK|x hv#F$ d@n &!S@x-dK^h< gk#T LHsQ& >Z> LOCK|w ^nXtc WF$ zF@y@-<h$>% t>jB x?MWX !F@M -
Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|P@ p^z@CFVQbtzJ^ @>?$>p QjQx^BGN Y>#d tnthm LOCK|jbvbkv g!N$y%T g.B. k%q@?xT xwnT%! $r!M LOCK|hrkM# !!b! >@y&DS> GhQc%@?$L# q.%. XPhH -
Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF LOCK|x@Sq?%% #$qm t^& l&<NDys P?qHZ& VM#%<t QV$@> -
Savvy International Travelers
AB Wealth Appreciation Strategy Advisor Class American Beacon Ninety One Emerging Markets Equity Fund R5 Class American Beacon Ninety One Emerging Markets Equity Fund R6 Class LOCK|!$x!h$ $P<$YN >$f@n> $!< !wN$JCpG WvrN$ZV ClLw!z lf?F b FJS^ZKV LOCK|^?fFM$ !&y<? t&QL&^R ^H$f^ ZCmT?? &^! <s>S$x !<&B® d!%>K CC@-RB LOCK|MJSS#^ qZYPH ZCW>#?c ^%>$P yhH$#V SPq jzcRrH Vj!h® $NF$< b%K-!-@dV -
Sector Equity Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class Aegis Value Fund Class I LOCK|Bg$ RV nGh#?K&< & ^D?Qf@#n HkdBc LOCK|>&^ X@ ^p>GpnC? & $f>%S?^@ Yjs! JDXt? v!v LOCK|pqk ml BP%Ft%p$ & &^J?r%M& f&<d VK!q# xRC -
Sustainable Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF LOCK|$ty>?dh PC&z !R$ %<<^HX# Vh>TqH cB$@gC Zj? -
Top Medalist ETFs
Alexis Practical Tactical ETF Alpha Architect U.S. Quantitative Momentum ETF ARK Autonomous Technology & Robotics ETF LOCK|LMVr! d< PxlZf ?gc J>$fW >g#k LOCK|YJyWz $# ^bBtR gRl rGVC> Lb^ LOCK|f !S^%#V $<%g KBdr xyD#d -
Top Performing Medalist Funds
AB Equity Income Fund Advisor Class AB Equity Income Fund Class I AB Equity Income Fund Class Z LOCK| G&$p#$%^qTBZ? @^^?fRSkZ $!Khlf^T HfD@??W^& mJsJspn Ns#$n LOCK| H$G!@C@fW?$#? tP#ZxL!F! T&@%CY!g %RcVC?Ytj y&<#z ^dV LOCK| Z?#%# f&z J$Rk@ &Q^B gTvD>x% GFSGs^& -
Top Performing Sector ETFs
Alerian Energy Infrastructure ETF ALPS Active REIT ETF Amplify Blockchain Technology ETF LOCK|^T#CX THx#wg & ?kKF$JN y?q$KNnf? ^#@B^Q& Z&!s v!x LOCK|%nj Gh>cFMpMh@ L&Q> LOCK|K%mZ@ p<t?@< ypx^tJ^v vbKH>qy!lj %#n^
Equity Medalist Funds
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Best Core Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|$z K&ZPz W@^<Z y@< MjtbBP L>G@ @%>q& $l LOCK|>G ?%%k# jkZx@ H>@ WzC%^y JC?% >>X!w JYg LOCK|wl stb?Y LwQl%/qc^ VB$ <$VB> Xlj< n&pd& H? -
Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|@yk>#B #<zn@ xn@xMFD$ &jQVB? $l>@® FLTZ> g#p-@p LOCK|Kr!nJ< >l$@r vy#Wr&$P !?x<Ql x@?#® @ggsH #&Y-Z-!!< LOCK|ctP^?W Q^@s! wc@r^<!Y rQ!%^V ?Y&!® &jlKj C#f-?-Rps -
Core Medalist ETFs
AB Core Bond ETF AB Corporate Bond ETF AB International Low Volatility Equity ETF LOCK| J@ QG$j VQ&&QZ!# pft>L LOCK|sqW R> G^j LOCK|%>L #xB<#<fSTNCt NhTk#^ <Pf -
High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|QF^ T^&bY rk>ts# !Xbf tj>cy vb LOCK|ftj Y$zm@ nZ?<Lr P$#> P%>zg @$ LOCK|#M! q<zVw $nG zg@x?y ^BSlR$ffN >%zxD c-v -
International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| Gm>ZBWnH^@#Q% G@! >X^>vB<?JP f#>kXG ^SC LOCK| Ltt>#^bJ<>QR& xY$K?#t>Y &nVt?!@^ >>T?KM!Gk y!@pj@Q ?Kt$w LOCK| %ck#^@&swz!xy Wcr!KBr#P yzYpP$>l #mH$#f?^l ?#cJt cY^& -
US Equity Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|D> l?jc@ ^xd$g <D% &gmWK& $QKB $&$?t kW LOCK|#< <cjC? g$sMW j#L xT@fzm zQ!b f%$>P %R^> LOCK|>< M#W#! >v>wF/dJf DFr TfjG! b&$M %zhyl S?q -
US Growth Index Medalist Funds
American Century U.S. Quality Growth ETF Calvert US Large Cap Growth Responsible Index Fund Class A Calvert US Large Cap Growth Responsible Index Fund Class I LOCK|&K^<q ^v &b#mp gm& r$x%Wq r@?<&?G$^Nb QZdq% z&HV $>#$! %R LOCK|j%?$vZ @B!&? pY% fCl<@X SSs@@ D<&Rz LOCK|@?%mgC b!p ^@& TP#!z% ^L!<D ##%m -
US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|TzPmgq jDWJ<l! %.W. yg!$#JK $^nY<^ y%?SXN LOCK|W bF?LzJ K&n#V%r?<>>#? F&C ^$K $NT!b h><<% <>R@ xNh?! D$hJ LOCK|H #Tz@!K W&q lJz WvQMv M!$&ln -
US Small/Mid-Cap Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF BNY Mellon MidCap Index Fund Class I LOCK|g #&Y$^^ @jF?&% #Gxtm x>WM t>Wpfqh! >XH?J#%Hf LOCK|l H^&>wh mJnXy B#c lnj&F y#nG! c!fz &gf$J ?QCD LOCK|% b>?$wD XN&PP ?bT >Z>&M fW^@g &!Vn hkyzk@#@ sXH#j#^! -
US Value Index Medalist Funds
ALPS Equal Sector Weight ETF Calvert US Large Cap Value Responsible Index Fund Class I Calvert US Large Cap Value Responsible Index Fund Class R6 LOCK|%>#CNC p<&&^R?& >d?>>>!S VBjTS jb! LOCK|K!p?j> &Br#^f#t $XN #s? xg!kCR #>mLq LOCK|QChNM@ SkC$ wBhP^Q>? wg%mv
Medalist Bond Funds
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Bank Loan Medalist Funds
Aristotle Floating Rate Income Fund Class A Aristotle Floating Rate Income Fund Class I Aristotle Floating Rate Income Fund Class I-2 LOCK|#&KP$ ¿l#@ Q>^s XNg# y#>v%>< $&f&#% LOCK|P>r%J #pq%G&zj h<%L Pv$@ yPYv!Jk>y$!$^ ^$t<nq LOCK|K>RfV SzN^<Tq@ <hqd wp%w $sv#Y@?& <#kG<% -
Best Bank Loan Funds
Aristotle Floating Rate Income Fund Class I Barrow Hanley Floating Rate Fund I Shares Fidelity Advisor Floating Rate High Income Fund - Class I LOCK|&hCh!S @Zm!@bh f<>YYl?T Zpx< >rl$ rgJd^G qgc& - Kn%Lx # LOCK|Sq$&#B B#pfD%^$ <%Rk ^HBC >$J@D< HG$B^ LOCK|?P sKYf?< xPK%Sd@T K>&P M>f! G&&@& zPh< -
Best Corporate Bond Funds
iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Broad USD Investment Grade Corporate Bond ETF JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF LOCK|j^Y!XH JY$>pJXpt F>@h ^Gdb qz>%# ^c LOCK|<n#C >-<^ $$#M qSv#^S?FT Ym@D ^%S LOCK|L$# f@r$NJ® r?^f® zt@<mGbD% !N@T?jT<^ P>gQ s?w -
Best High Yield Bond Funds
AB High Yield ETF AB Short Duration High Yield ETF American Funds American High-Income Trust® Class 529-F-2 LOCK|#$Gq!Q @>PGB !&xYT#v> JDG!-pHW!!h >@d@>® qvFgt D^v-?-q!s? LOCK|<Qq#Rt >?Pwq W^bB$QHx Xljq-Hy^c#@ Z?Pz!® #<jC% ?-XY LOCK|N>Sh^g G!XJV !wm&BC?? lhZ>-PTC@>l Z&#d^® ??km^ C-< -
Best Intermediate Core Bond Funds
American Funds The Bond Fund of America® Class 529-F-2 American Funds The Bond Fund of America® Class 529-F-3 American Funds The Bond Fund of America® Class F-2 LOCK|N&@KJ@ #MpS# &w# $$Nn MN%! @b $&zk%Bw® #Y?FB M-q> LOCK|$XqlNy ?&<nK dPj >XXG XJSJ Pr X>>SF<k® H&!N> ?-$c@ LOCK|DQ?>R# XN!by j$! %MQC $NNr $S Pq#nH%^® &SRR@ >-Z -
Best Intermediate Core-Plus Bond Funds
Allspring Core Plus Bond Fund Class Institutional Allspring Core Plus Bond Fund Class R6 Allspring Core Plus ETF LOCK|gP?S#& ^^%<p! @@! FK?P h%QX T!bp %bYv C$ W?Nn><>c LOCK|x@> ^?&^ jYpw ^Pfn <x<! l>P!R ?<@$dh&<h$&vR&Y LOCK|jXQ ?wL< w<DJ qpXP ?%CQ <>BD# <&rg>Z##BF -
Best Muni National Interm Funds
ALPS | BBH Intermediate Municipal Bond ETF American Funds Tax Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Bond Fund® Class A LOCK|<&@Bv< <qcb! X@k-l&T^<R Q@FV %P<B® !kX!X N-W@W LOCK|&B%yWd rb@#% KMc-?x^%M# $nPk #&G&® bB<w% ^-?< LOCK|$gs FV@> MPT@#>XLD%!D X^p#SPKHR R%Cp z@Wg &^rK!>$K!@#ls rZ%$%RJ -
Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|@J#HM? !#Y<q>yF! nX^CSC gJ!Kc$ LOCK|vpW&%& y!d tk%FrjrRp m%C@?# <jFN LOCK|#kcp!Z $>N Q%q%yD?PY&K qb?@&jTmq $B&@^@ ^B?Zq# -
Best Muni National Short Funds
American Funds Limited Term Tax Exempt Bond Fund® Class F-2 American Funds Limited Term Tax-Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Preservation Portfolio Class F-2 LOCK|?C^v#! g#Tzb n@?-!R^&^D yLJ<yqk$!!hh b&%&#rr^F r#kdl >-<!t LOCK|JGF TF!NV-<#>K nZtC&T$&d p>PL &#?L ds&l@DR&^JSc# dFGBk&M LOCK|S?>wc% C@?LZsp <s<#&VY #n!z YZ>%#dJtV <hr<q# K?#^ -
Core Bond Medalist Funds
AB Core Bond ETF AB Core Bond Portfolio Class Z Allspring Core Bond Fund - Class R6 LOCK|#s<w>kM XK$% #L>m Vk?> - @G&cbHC!tcWD& b$PH>K LOCK|z!#m%<H &YL! y>^R <k>PS&Hk$wV LOCK|tr^T?@ $&CT% LQ& ?WTK $x^j T$ #xg$cs^® qJ>X< F&h-g -
Core-Plus Bond Medalist Funds
Allspring Core Plus Bond Fund Class A Allspring Core Plus Bond Fund Class Admin Allspring Core Plus Bond Fund Class Institutional LOCK|R>?rTF! mS!^ JPN^ <$!< @@hn x^KJW y^# LOCK|jL^^%PN &?h^ >RB% Fqn LOCK|h%/htm^c $^ncF F>xtNz !!>w z@>^ lts&Q # -
Corporate Bond Medalist Funds
AB Corporate Bond ETF Columbia Select Corporate Income Fund Institutional 2 Class Columbia Select Corporate Income Fund Institutional 3 Class LOCK|v>Z#^?C !$J#q& !@kqP%?H^ ?bZ& pr$< pl#m^ !# ^^bzbnnR LOCK|$b@&j& ZSv@Ns< HqLMZX&Ls #nKn <^jd - zfty> h%& LOCK|%v@^#& zSYzG!?%y Hz%> >Rf -
Global Bond Medalist Funds
AB Global Bond Fund Class Z Amana Participation Fund Institutional Shares American Funds Capital World Bond Fund® Class 529-F-2 LOCK|!^rNm$ >wJtK >Y@sk?f Ry#!@ F%<Y WgvS® P?dg^ nr>-?-^ LOCK|@Nn#VF ?vDMW @!KJbTz DZ&>B nXr# k&Q<® Z^@S% !-&?J LOCK|RvfmmV NLY&n Yl#^<M? w@F#Y wJk% wtW%® Z&$QD Z-^rK$ -
Government Bond Medalist Funds
American Funds Mortgage Fund® Class 529-A American Funds Mortgage Fund® Class 529-E American Funds Mortgage Fund® Class 529-F-2 LOCK|%HSkW^ Z@!cF ^KsXtPQ@ H>WM® $kk^^ &?z-@-$ LOCK|m#&D?h #@Kl! Bp#W#<<$ V>?!® k$G&! jx LOCK|<YYMV< l?yMn fB!YJcY> YSF$® c>Gn< X-zzp -
High Yield Bond Medalist Funds
Fidelity Advisor Capital & Income Fund - Class A Fidelity Advisor Capital & Income Fund - Class I Fidelity Advisor Capital & Income Fund - Class M LOCK|#Ks#Lf ?&Z%<sy ZV&ws#J & N<^?ft #hzb - CN#wb @ LOCK|smHrZ& #%>k><z & H&@k&$ x>!!% LOCK|VH<$ ?>F! RVgBx#lwvJ <t#k-Y@x>G %M?> -
Inflation Protected Bond Medalist Funds
American Funds Inflation Linked Bond Fund Class 529-F-2 American Funds Inflation Linked Bond Fund Class 529-F-3 American Funds Inflation Linked Bond Fund Class F-2 LOCK|rt$wB> >l>p@ $m$fqHZ%h &<^bcy &K$q ntw% @^B%b $->>@ LOCK|?c%Pnb k#n#$ p#q>Vz>yz $&x<zG >wn# ?nl% ^mK<$ p-$##n LOCK|kkkxK> M#@&t nlZ#!#$<Y V>vHG^ rlzm kgn! #FssN X-%V -
Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Core Bond ETF AB Corporate Bond ETF LOCK| C#^K #!Gfl r#lPs? LOCK| m%!mR !Q$@$Gmj !>wq ?F^wM Gr^q LOCK|%pZ&GJC >?gD %C<B ^w> -
Municipal Bond Medalist Funds
Allspring California Limited-Term Tax-Free Fund - Institutional Class Allspring Intermediate Tax/AMT-Free Fund - Class R6 Allspring Pennsylvania Tax-Free Fund - Class Inst LOCK|hDq^Xz# ?#$m< QK^Sg PS?rN@!N& CQF LOCK|^%Tmh%z &ql>Y ZwK$W-bTw& zhW^BVR># M%%#tg #^^t - #&^NS W>&#! LOCK|TdPQB$^ t%$@d ggJsQ-Cv!$ QK!#sRpGb $jFv&Z mXyZ - %^PC& >LSH -
Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|>C!#r<R x%bbQL #!>r^g?l s%z!# %#RR f#<dN sxG LOCK|g%PNN@l NQ%X?q xW#m#>s# pv!CC %c$s d#V<?^<%Dj&hr P%Y$t!%@@ LOCK|G#l&B%^ JN?@><v@! N%j%&^ nKnVFV!#GPJ?z @#Xv$T!k% ?pQ#% zsQ% -
Standout Munis
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class A LOCK|RgT^?> GC^%zn# %&K%$pqt! SQ?MZt pp>< - #dpCh Zff LOCK|HY>>!q &z%w^h$ dF@<rFs>@ mBQ@y$ v@$S - #j!%Z XP LOCK|^>$Cf^ ??%C!<y #^&Qk$<>! %fjt%x &TLF - ^m<$^ ?@ -
Taxable Bond Index Medalist Funds
BNY Mellon Bond Market Index Fund - Class I BNY Mellon Bond Market Index Fund - Investor Shares BNY Mellon Core Bond ETF LOCK|yJ&lV?& $R% !@#s@ Y-r rP?l >d$Fs%#&$ ?d?> L$^x# LOCK|W#&ZP#< kp<!r$W<? RvxZ C>%m <WkJ%$ sSVpLt># %b ^g?r$#?< G^VBP< LOCK|cdp!!^@ TbpDMZJyR qqz fh&& $ww@Q@ N<Nr!<&d #F &gh!?z<Q rfrf -
Taxable Bond Medalist Funds
AAM SLC Low Duration Income ETF AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I LOCK| !bKJ kswj J^z LOCK| !$sT ^BMB FQwbn$!?X mkR>S rt# LOCK| ?jd@>P?<T t@V^ &RwQQ! -
Ultrashort Bond Medalist Funds
AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I Allspring Ultra Short-Term Income Fund - Class A LOCK|@J$kj>C j&cZd #?>Nb-jHQK LcV%kj yH!@ - &Vc^v n%pr^TB LOCK|>#sQ@$! bkLj# ?FT?!-XqR> X<jV^b >$r! >$pKy ?N@ LOCK|wl@ b!M FnX!@T<XMt XG?xf# %>g
Medalist Funds By Style
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Large-Blend Medalist Funds
Allspring Disciplined Large Cap Portfolio Allspring Index Fund - Class A Allspring Index Fund - Class Admin LOCK|KQC$qNj $?C#% ?nl &TW& n&V! - V#&Q& HHF@J?? LOCK|$&LfrTr D@>Ht K&& H##^ $?XQ - >%#rz tK^ LOCK|QX !&@WWw $Z^Pl^ !b&^VN^L&#Y $^Mw -
Large-Growth Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I AB Large Cap Growth Fund Class Z LOCK|^<< wy ^>l$ LOCK|><F NM X&?J Jffwv rL LOCK|!fQ M&cjcn>M%pY> Z>vlZt Clf -
Large-Value Medalist Funds
AB Equity Income Fund Advisor Class AB Equity Income Fund Class I AB Equity Income Fund Class Z LOCK| >%ZK% B&@ pzT@$ @!># !$q#&s% S^j$>!j LOCK| w&$!$ #pC >&@f^ bFZ> %&hbD b! LOCK| X&m#V <VC gS?<Q wQ&^ p#b$> ^ -
Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|KXgs!!! m!y>^%^@>K> CyY%> @Yv $!@x xgVL@$&sjZ<$? $W>&NcMd LOCK|%HbV#%L l&nN PD^m #?$kt? LOCK|k SS%pr qV< cdQjz-X^zyW LmG? bMF&b ##@D -
Small Growth Medalist Funds
1290 Essex Small Cap Growth Fund Class A 1290 Essex Small Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class R LOCK| <F@XH NM& ^>zYW& QR!qj^M?& <B$N@t? #R^G<b LOCK| &x?%y ?s& DJz?%j ^KYKK$z^% <#sd> #! LOCK| yQLQc PR< &#r$>^ ^&SBJ>&s< H%kQ$ > -
Small Value Medalist Funds
1290 GAMCO Small/Mid Cap Value Fund Class I AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I LOCK| Y$^GW%SNf %<pNB VrC& f#Jgy ?C LOCK|FGZ%@#B k%%%$ %F! #Lq>Z ?yBT JD>Fg $!<m LOCK|K>$VJ<c $>zkN >D> NP$N> $dbm !cRsX GBP -
Mid-Cap Value Medalist Funds
AB Mid Cap Value Portfolio Class Z American Century Mid Cap Value Fund I Class American Century Mid Cap Value Fund R5 Class LOCK|HhZ<!# vK$&W&< j@K %>% ^$>#b %Hh% C@ !w!c<N LOCK|DY&h$! #S?ffzL #h^ Nhl ^&&v! $cRp T !h#>L#% LOCK|^ %qDQ! Bf^< GB> dPx rjB?< ?BB! - lyqzD R -
Mid-Cap-Blend Medalist Funds
American Funds U.S. Small & Mid Cap Equity Fund Class 529-A American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-3 LOCK|CRgljc &VtX! K.G. #!D$! & JB$ >WF !KW!Dt D!^# PM&!p k%Sy LOCK|Nwsf<c gj^w? G.y. GTbkR & M$% ?%x &nM!>? fTCG ^&nYh n-p LOCK|q<pQ%& m!$$K B.<. $vb%l & <Mp v@l >lVL!P @!<K @nTxb P-@GZl -
Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|LHX lgD !fx ?w <Dr& LOCK|<rp pQB Fv$ %&h$fD ctq? yzF!# &v LOCK|FHl <#c >!N r@^d@n XyC$WFlqg z%#Q$ Z-H>&
Medalist Funds By Sector
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Basic Materials Medalist Funds
Aegis Value Fund Class I Allspring Precious Metals Fund - Class Inst ALPS/CoreCommodity Natural Resources ETF LOCK|Mzm!tV Xf$g$@ ^>L X>^<@#$ Vb%RVS#<$ Xvj?S LOCK|H?! & gf?!?s vhmz&x% sly@$#&^V qJcjBH dH@^ LOCK|pL%vtV zp!<<HG <dy< S<!q - @$Pk? ^n$ -
Communication Services Medalist Funds
Fidelity Advisor Communication Services Fund - Class A Fidelity Advisor Communication Services Fund - Class C Fidelity Advisor Communication Services Fund - Class I LOCK|@!M>?X tTzdNRp DdQh##&?zhB%@ %#q@J!<@ S%>% - Z<Ytq ! LOCK|^NL$b@ >B%<Q&x W>HJ!k!fLky@J ttXcX<n< XCw# - LvLX% ? LOCK|!sCk&X ?NSChCPD<c >JsGrX^wM^#nCh B&#&L -
Consumer Cyclical Medalist Funds
Fidelity Advisor Consumer Discretionary Fund Class A Fidelity Advisor Consumer Discretionary Fund Class I Fidelity Advisor Consumer Discretionary Fund Class M LOCK|j<rwn! n<rstv< >P&kW!Cs @#sZ%Wphj$W%g >k$N nRh^x s LOCK|c^#&!d Qm?L #cR@N%F> gt@VHm&DLGSgG d>t^$ ?fdZ& LOCK|ld<H<% tLN$<! &!#@b>lM^@%% >X% !?%R!DH >nj>Ym#P@@ -
Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF iShares Global Consumer Staples ETF State Street® Consumer Staples Select Sector SPDR® ETF LOCK|@wpRLp bXgBDqK? M<CgjBT $$P<# ?%D? @yZ!m YS%&DlV g@#@!<> LOCK|$%Z^%K n<<n@j^< g&b#F<G x!wWq D<?T #!v ft$<@VM -
Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund iShares Global Energy ETF LOCK|JC<<$ %.h. ^KX%jK N<ft!! LOCK|dtdYx y.$. xg? & !jr s@Tszm&fq!> & WjH>&!c<Fx >^>&T LOCK|d/Jh<klY >jY>d< q$>^>^ y?V# J>bS% @mS -
Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|GC>JSv g^YR<X< G#rg<&^%nN &!^Q - cmyyK $ztp LOCK|QNy@&! z>#Mj<D >^j?s@<Fb< $<S# - @jgb! f! LOCK|Pn%B&K !cPK&Ct K>^FDTSLVs #z<$ - H??!P <^sG -
Healthcare Medalist Funds
BlackRock Health Sciences Opportunities Portfolio Class K BlackRock Health Sciences Opportunities Portfolio Class R BlackRock Health Sciences Opportunities Portfolio Institutional Shares LOCK|!V#?#HW #$P$Ny Pt?Nm&YQ pj>>^L#yRS$#^ nD!B&k<FV k>mZtwl^ T ^Vj!Z?@& LOCK|RVX@BrW J#^&hF Z#DmScX^ H<qC>@%^V<>l^ qcL<!J%S< mdX>#J? V&C&GWT LOCK|b pRpRXB> NH!< F@#!#kbv !%Mkwl@f%x @!v! -
Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|&!@m&& %@HRmL$gK^@ lWCFR !cYD w&WtlzS f#%N@p$! LOCK|>XXBZs %#@d>hTgdv> >!#>$ J@vS r$f lyCmFFN%$ -
Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|V^?##f cW@#$!> $>@jby W!@M MtR!!v <%Z< S q^MRG LOCK|RyJ>!W w#C%<tn <#GrTF x<nV j^sg>> TC#t < wKwKZrxK LOCK|t@M&$^ cyZqTj? JRJC#< ?C?y B$^n#q fHKW ^RmS&&pB YQVT!& -
Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|r$P >> $!Vknrr< & ?<V>p^M% VX!> tvZQ@ !!M LOCK|p%? Fh Y$&>!KYL & hYPDrgH< %b?^ hB&<# Vts# LOCK|KMZhR^< DHx#y@#!m? bd<$#&F>>VF$> &dGV ?rgz^ $N<Z -
Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|<JpbsL K$V! gnDWqFZWd FDt^n v>G LOCK|s>tk@? <>%FHL zzl$&v$@T #%^TQLb@d LOCK|J%D%&% #!PkTyX Nb! M&Qk$@$SM !t?&sB
Undervalued Stocks By Sector
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Undervalued Basic Materials Stocks
Air Products and Chemicals Inc Albemarle Corp Alcoa Corp LOCK|^?LKhd TyyJ $cNyW bxFF LOCK| n@&B!J%s!% <$@z&Ykc z<KDP LOCK|Qr>^$ xg$ -
Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|d!LD%@ Vv!f $^NkkyM@ gr%%!g - @NQ$p xB@ LOCK|^H@ ?$& sRj!B LOCK|q ^mn -
Undervalued Consumer Cyclical Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|yYld@ wtF$%>xB?Lzz !N<q>@>% M%F$g$ LOCK|Vy%@.bW? $KqWH LOCK|XH< ^NZ <@X>tN^< mDB^%X -
Undervalued Consumer Defensive Stocks
Ambev SA ADR Anheuser-Busch InBev SA/NV ADR ATA Creativity Global ADR LOCK|#Q!>s %%n&j&D> FKM!L@q $!v JtH LOCK|@%B-SJTvQf M>&b n!fgHdrlJ! YSj -r- %CM vYn<H@ LOCK|jP$>P <bRM!S^w xyM -
Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Diamondback Energy Inc LOCK|>p@J!S &<w LOCK|MT$f xGjrxnwM Gnmh LOCK|y L%vS -
Undervalued Financial Services Stocks
Ally Financial Inc American Express Co Aon PLC Class A LOCK|W%Q? ^J!l?c w>sFYj^Cf! Yzs& LOCK|$% bS >^sDmbr xQwHz LOCK|Pb@w&<! #$b<? -
Undervalued Healthcare Stocks
Alcon Inc Align Technology Inc Alnylam Pharmaceuticals Inc LOCK|mDb!^Y#! @yp@ LOCK|X^NVt^wl# >PK LOCK|<K%Y &>nqfkKg^%p^v nT@ -
Undervalued Industrials Stocks
A.O. Smith Corp Acuity Inc AECOM LOCK|S> $!tD LOCK|?!J#^^ QTkmg LOCK|fd@h G@$ -
Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|d!Q# @D?MP fXP%Z LOCK|<^? &pm^H% z^Z LOCK|XX!!y & >Vw%^fXb% X@clq -
Undervalued Technology Stocks
Adobe Inc Akamai Technologies Inc Amphenol Corp Class A LOCK|qbhK&H !@w@& LOCK|wR>< zrc&n P@#<K LOCK|T@M@@ ^kf^^L! X$> %Hn$&%#> FlyCRs - !J?YW b>DS -
Undervalued Utilities Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|%?% g#Z%JT Z%^MY LOCK|TJ^l?<Rg& SK?qcv &jT^w@ LOCK|B&<<kq >@%WsP k$gJ
Undervalued Stocks By Style
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Undervalued Large Core Stocks
Alcon Inc Alibaba Group Holding Ltd ADR Alphabet Inc Class A LOCK|lcWc^f pzg dVSJ! gK LOCK|q%xW.Y>! Y#<#x LOCK|wn@ p$ wJ$ -
Undervalued Large Growth Stocks
Boeing Co Broadcom Inc Ferrovial NV LOCK|&? n&y#VSp? Kz@ $DLr! L< LOCK|@h%qhRP&%H rh&lc& LOCK| SMtJHyfC XjD vpSsxykH N$Xdpf R@>^J tclc -
Undervalued Large Value Stocks
Amcor PLC Ordinary Shares American Express Co Baidu Inc ADR LOCK|!t XK F@V><^Q sf&@@ LOCK|><>&K?h J%fd LOCK|?<fGl !&f?%@#y #D^>?j -
Undervalued Small Core Stocks
Acuity Inc AGCO Corp Akamai Technologies Inc LOCK|$Rb &Z#F#Q$>>T @Vv^&j LOCK|??V@BH #@X LOCK|ffhN% ZhmgS!z#n#t> DTQwN?!d >vx& -
Undervalued Small Growth Stocks
Albemarle Corp Aurora Innovation Inc Class A Bentley Systems Inc Ordinary Shares - Class B LOCK|L#VP% #v?^<cmB Z#>% LOCK|v?CF mS&bX xb&x LOCK|CM tmrv# DBVF -
Undervalued Small Value Stocks
A.O. Smith Corp Adient PLC AECOM LOCK|%S! ?n%jw^ LOCK|HD $X^@&k!p@ ^hfMrk LOCK|gF??NJT %&&>$& w?#$H ^BP> -
Undervalued Mid Core Stocks
Adobe Inc Air Products and Chemicals Inc American Tower Corp LOCK|& D%d !jvYs F$ LOCK|P$PC ^P<ZBV #MjX&Lx^Hk Cq$B>x LOCK|P@# ^r>&$X >$R$PS -
Undervalued Mid Growth Stocks
Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc Amer Sports Inc LOCK|T!TNT< !#K@ $FB%njYl !$dr^M - Kn<%# $ LOCK|m ?J& kW% !t<r<$.J&zW>Y LOCK|!$!^x k@v %xkkyY$^ J&%<!D - FDBT% @s -
Undervalued Mid Value Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|m cFd# LOCK|FD#r b%>nhT$$# & k$YK LOCK|S!B%H@ @%KnnqSBjvj @G<
Moat Stocks By Style
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Large-Core Moat Stocks
ABB Ltd ADR adidas AG ADR Alcon Inc LOCK|FT!BB x&fQX C$@t%v> fn? t@br> LOCK|^ywLbr kjJ X$<<f $kT LOCK|hTTcgV $yr %NJ<> mD< -
Large-Growth Moat Stocks
Advanced Micro Devices Inc Applied Materials Inc Arista Networks Inc LOCK|P% ^q$WrJ< ^M Nb? LOCK|vPq> !<# LOCK|>K^HDM jx>! -
Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|#v?s <MkF^ p^&S?# LOCK|S>$ Bl# Bvb#x#<^ cQLqpV LOCK|qG<LQh PWzVkq$ $! -
Small-Core Moat Stocks
Acuity Inc Align Technology Inc Allegion PLC LOCK|TS?R& <W??db#Z$N!< $!S%H!P@ Zl# LOCK|C&x@s$D^ @HQP@ LOCK|>p>$ Q#YG$ R@^Kt! -
Small-Growth Moat Stocks
Albemarle Corp Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc LOCK|^?v C^ LOCK|?& V#TZ? #cRs^^s LOCK|%%zk@ Dk$!@Xq< CQn! -
Small-Value Moat Stocks
A.O. Smith Corp Adient PLC Asbury Automotive Group Inc LOCK|kX^KBs%$ M$$$d LOCK|^H>@ ?<MRb#B#CLW&j R>k LOCK|jl#FK! cjr&#LQMJG$lwT q?&Xb# -
Mid-Core Moat Stocks
3M Co Adobe Inc Agilent Technologies Inc LOCK|# %k<!XS?v <y% g>$YdHhkJ Pk@#Q LOCK|>g>P^% s%xLN ?G>w@w LOCK|!B^z@# ^j>@h C<$Pg VR $S!&^f -
Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc LOCK|Gr >wmV?s $Z<#v LOCK|G?f!K# ?<VG kYkxgr!K C#$R<$ - zKJWX ^ LOCK|x^ w$!^V^ZJtG c&@c @q<l<?FZ p<>!!c - n#JCf < -
Mid-Value Moat Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|DRJl @M^b^dLn! & q^^< LOCK|<kXj zC?$ LOCK|Z@<@m! %c&Vy^>@!<P kSMYPF
Moat Stocks By Sector
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Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK|tfj&Zy Wh%^ <!vSh $#PH LOCK| <@t<s>t>&H fcQx&&@s >t<! LOCK|K$lc! R<>< -
Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|?nnKS$ yvny ?J#??BS! Rqp#sv - M>^ZM X LOCK|&# k<# LOCK|gW>%p @gT?M>P>#?p!tT N^D XQ??j b -
Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|BNyy> %q>CThVqw<^T szxhHld? YVh LOCK|jz#d.kX^ ?#v LOCK|W<v RPq QxfbWSq# RWDbcZ&F -
Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|<>%z> DfZl!%$K @HX&S?& @^< TTN#YH LOCK|@#!-X?XMDH RsL^ &^BHLLRmnd >Q$ -t- %qw @?R LOCK|JRc> p@ -
Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|px&#j %Z&#^ LOCK|%b%Sgzn>GwM# LOCK|Xrf @LkpGM #ypc -
Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|P ?<^ ^wx$? r<dL LOCK|$@#Y fq<#p! <@r&?zg>B! SrH^# LOCK|bg $!!lsbtT%p B#$C LDh&mY!m q@sM^# - %Nnf? ! -
Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|<c< X<@! LOCK|Syh %jLW#tbmLY DKw%W@ LOCK|^FY<# #wX#!>ZJlN#mrW# Vvz -
Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|$?v@$y p$<s LOCK|h%fK m&WZd LOCK|DS Gjf#ck@##& $z!q^h -
Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|x$h QqBpkk v%@ LOCK|rm#@f JW>> LOCK|Bqz >mCj R^X>@Hg ?c!@# -
Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|jYBGY% @tjV b>rpR & LOCK|CJ?n >!?G#tN &Qtb$ LOCK|#K? <Gj@
United States