Data Dashboard Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating First Eagle Fund of America Y FEAFX Mid-Cap Blend ´ Above Average FMI Common Stock FMIMX Mid-Cap Blend Œ JPMorgan Mid Cap Value L FLMVX Mid-Cap Blend Longleaf Partners Small-Cap LLSCX * Closed to New Investors 1Yr 3Yr 5Yr QQQ 16.03 2.09 11.27 Yes Average QQQQ 19.78 5.70 11.93 No Œ Low QQQQQ 14.39 8.20 14.55 Yes Mid-Cap Blend „ Below Average QQQ 14.78 6.95 13.63 Yes Lord Abbett Value Opportunities I LVOYX Mid-Cap Blend ´ Below Average QQQQ 14.12 6.14 13.79 No Parnassus Mid-Cap PARMX Mid-Cap Blend „ Below Average QQQQ 16.31 9.21 13.90 No T. Rowe Price Extnd Equity Market Idx PEXMX Mid-Cap Blend ´ Low QQQ 21.80 6.88 14.46 No Vanguard Extnd Market Idx Inv VEXMX Mid-Cap Blend Œ Low QQQ 21.45 6.77 14.19 No Vanguard Mid Cap Index Instl VMCIX Mid-Cap Blend Œ Low QQQQ 17.25 8.09 14.79 No Vanguard Strategic Equity Inv VSEQX Mid-Cap Blend ´ Low QQQQ 22.41 8.19 16.71 No Artisan Mid Cap Inv ARTMX Mid-Cap Growth „ Average QQQQ 16.93 6.42 12.65 Yes Baron Growth Retail BGRFX Mid-Cap Growth ´ Above Average QQQQ 19.72 7.14 13.14 No BlackRock Mid-Cap Grwth Equity Instl CMGIX Mid-Cap Growth ´ Average QQQQ 25.83 10.94 16.97 No Champlain Mid Cap Adv CIPMX Mid-Cap Growth „ Average QQQQQ 20.53 10.68 15.34 No Eaton Vance Atlanta Captl SMID-Cap I EISMX Mid-Cap Growth „ Below Average QQQQQ 15.17 12.01 15.78 Yes Fidelity® Mid-Cap Stock FMCSX Mid-Cap Growth ´ Low QQQ 17.77 6.40 13.64 No Hartford MidCap Y HMDYX Mid-Cap Growth ´ Low QQQQ 21.67 8.49 16.21 No Ivy Mid Cap Growth A WMGAX Mid-Cap Growth ´ Above Average QQQ 17.35 5.31 11.23 No Janus Henderson Enterprise D JANEX Mid-Cap Growth ´ Below Average QQQQQ 20.98 12.09 16.03 Yes MFS Mid Cap Growth A OTCAX Mid-Cap Growth ´ Above Average QQQ 17.84 9.75 14.77 No Morgan Stanley Inst Mid Cap Grwth I MPEGX Mid-Cap Growth ´ Low QQ 19.31 1.65 8.36 No Neuberger Berman Mid Cap Grwth Inv NMANX Mid-Cap Growth ´ Below Average QQQQ 19.92 7.78 11.77 Yes PRIMECAP Odyssey Aggressive Grwth POAGX Mid-Cap Growth Œ Low QQQQQ 34.10 13.09 20.13 Yes Principal MidCap R5 PMBPX Mid-Cap Growth „ Below Average QQQQQ 19.21 10.03 15.69 Yes Prudential Jennison Mid-Cap Grwth Z PEGZX Mid-Cap Growth ´ Low QQQ 15.60 6.19 10.80 No T. Rowe Price Mid-Cap Growth RPMGX Mid-Cap Growth Œ Low QQQQQ 20.03 11.39 16.30 Yes Touchstone Mid Cap Growth A TEGAX Mid-Cap Growth ´ Above Average QQQQ 21.22 8.49 14.44 No Vanguard Mid Cap Growth Inv VMGRX Mid-Cap Growth ´ Low QQQ 15.51 5.70 11.61 No Waddell & Reed New Concepts A UNECX Mid-Cap Growth ´ Above Average QQQ 17.26 5.35 11.35 No AllianzGI NFJ Mid-Cap Value C PQNCX Mid-Cap Value ´ High QQQQ 29.52 8.89 14.64 No American Century Mid Cap Value Inv ACMVX Mid-Cap Value „ Below Average QQQQQ 15.46 9.91 15.59 Yes AMG Managers Fairpointe Mid Cap N CHTTX Mid-Cap Value „ Average QQQ 29.78 5.14 15.17 No Ariel Appreciation Inv CAAPX Mid-Cap Value ´ Average QQQ 20.18 5.98 14.71 No Ariel Fund Inv ARGFX Mid-Cap Value ´ Average QQQ 26.10 7.56 16.06 No Artisan Mid Cap Value Inv ARTQX Mid-Cap Value „ Average QQQ 16.24 3.69 11.33 No Diamond Hill Small-Mid Cap I DHMIX Mid-Cap Value Œ Below Average QQQQQ 16.32 7.35 15.79 Yes 10