Top Performing Medalist Funds
These mutual funds have cleared two high hurdles to get on this list. First, they have outperformed a large majority of their category peers over the past five years. Second, they also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category (Day End)
5 Year, Day End
| |
|---|---|---|---|---|---|---|---|---|
| AB Equity Income Fund Advisor Class
AUIYX
| Large Value | 0.620% | Below Average | 13.69% | 7 | |||
| AB Equity Income Fund Class I
AUIIX
| Large Value | 0.650% | Average | 13.60% | 9 | |||
| AB Equity Income Fund Class Z
AUIZX
| Large Value | 0.590% | Below Average | 13.71% | 7 | |||
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XTVYS
| Foreign Large Blend | 0.700% | Below Average | 12.81% | 4 | |||
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TXVLMG
| Foreign Large Blend | 0.710% | Below Average | 12.80% | 4 | |||
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LKCDQ
| Large Value | 0.640% | Below Average | 13.48% | 9 | |||
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BYCYKP
| Large Value | 0.650% | Average | 13.48% | 9 | |||
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DXDCXZ
| Real Estate | 0.990% | Above Average | 4.17% | 2 | |||
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XQCTZC
| Diversified Emerging Mkts | 1.100% | Above Average | 13.07% | 6 | |||
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GWBZLJ
| Diversified Emerging Mkts | 1.310% | Above Average | 12.82% | 7 | |||
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MLKZV
| Diversified Emerging Mkts | 1.200% | High | 12.98% | 6 | |||
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TFWVR
| Tactical Allocation | 1.250% | Average | 10.53% | 8 | |||
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MLKPL
| Natural Resources | 1.360% | High | 25.00% | 4 | |||
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LKSMJ
| Large Growth | 0.610% | Below Average | 19.73% | 1 | |||
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LQBKK
| Large Growth | 0.660% | Average | 19.69% | 1 | |||
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VGLNS
| Small Blend | 0.910% | Low | 10.37% | 8 | |||
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FYBTLZ
| Small Blend | 0.500% | Low | 10.71% | 6 | |||
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YVVCW
| Small Blend | 0.600% | Low | 10.61% | 7 | |||
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XRTHFC
| Moderately Conservative Allocation | 0.430% | Below Average | 6.01% | 9 | |||
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TDTYK
| Large Blend | 0.670% | Average | 15.92% | 4 | |||
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LPFBB
| Large Blend | 0.650% | Above Average | 15.95% | 4 | |||
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NYRDJ
| Muni Pennsylvania | 0.490% | Low | 0.04% | 1 | |||
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VJXBL
| Equity Precious Metals | 0.780% | Below Average | 29.73% | 1 | |||
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FWRCX
| Muni Single State Interm | 0.520% | Above Average | 0.27% | 5 | |||
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MYCCR
| Emerging Markets Bond | 1.070% | High | 8.26% | 2 |
United States