Data Dashboard Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Conestoga Small Cap Invs CCASX Small Growth „ Average Franklin Small Cap Growth Adv FSSAX Small Growth ´ Invesco Small Cap Growth A GTSAX Small Growth Janus Henderson Triton D JANIX * Closed to New Investors 1Yr 3Yr 5Yr QQQQQ 26.23 11.42 14.14 No Low QQQ 19.88 2.91 13.18 Yes ´ Average QQQQ 21.03 7.47 14.57 Yes Small Growth ´ Low QQQQQ 22.10 10.75 15.47 Yes Janus Henderson Venture D JANVX Small Growth ´ Low QQQQ 20.83 9.18 14.53 Yes LKCM Small Cap Equity Instl LKSCX Small Growth ´ Below Average QQ 16.47 2.54 8.55 No Loomis Sayles Small Cap Growth Instl LSSIX Small Growth „ Below Average QQQQ 23.33 7.73 13.54 Yes Meridian Growth Legacy MERDX Small Growth „ Low QQQQ 23.46 10.26 12.68 Yes Meridian Small Cap Growth Legacy MSGGX Small Growth ´ Average QQQQQ 26.96 10.46 Neuberger Berman Genesis Inv NBGNX Small Growth ´ Below Average QQQQ 17.49 7.27 12.58 No Oppenheimer Discovery A OPOCX Small Growth „ Average QQQQ 18.45 7.62 12.52 Yes PNC Multi Factor Small Cap Core I PLOIX Small Growth ´ Low QQQQ 19.88 8.03 17.10 No Prudential Jennison Small Company B CHNDX Small Growth ´ High QQQ 19.79 5.76 12.12 Yes Royce Premier Invmt RYPRX Small Growth ´ Average QQQ 25.54 3.63 10.62 No T. Rowe Price New Horizons PRNHX Small Growth „ Low QQQQQ 25.94 10.96 16.89 Yes T. Rowe Price QM US Small-Cap Gr Eq PRDSX Small Growth „ Low QQQQQ 21.38 9.33 15.71 No Vanguard Explorer Inv VEXPX Small Growth ´ Low QQQ 23.03 6.62 13.95 No Vanguard Small Cap Growth Index Inv VISGX Small Growth „ Low QQQ 18.91 5.71 12.76 No Virtus KAR Small-Cap Core I PKSFX Small Growth ´ Average QQQQQ 23.62 12.35 13.54 No Virtus KAR Small-Cap Growth I PXSGX Small Growth ´ Average QQQQQ 32.18 16.82 18.11 No Wasatch Core Growth WGROX Small Growth Œ Average QQQQ 22.21 9.72 13.66 No Wasatch Small Cap Growth Inv WAAEX Small Growth Œ Above Average QQQ 18.65 5.55 10.15 Yes AllianzGI NFJ Small-Cap Value Instl PSVIX Small Value ´ Low QQQQ 21.82 3.81 11.36 No American Beacon Small Cp Val Inst AVFIX Small Value ´ Low QQQQ 23.02 6.62 14.31 No Columbia Small Cap Value Fund II Z NSVAX Small Value ´ Below Average QQQQ 22.05 6.62 13.92 Yes Delaware Small Cap Value A DEVLX Small Value ´ Average QQQQ 25.07 7.53 13.35 No DFA Tax-Managed US Targeted Value DTMVX Small Value „ Low QQQQ 22.16 6.28 15.45 No DFA US Small Cap Value I DFSVX Small Value Œ Low QQQ 21.86 4.72 13.97 No DFA US Targeted Value I DFFVX Small Value Œ Low QQQ 21.55 5.13 14.54 No Diamond Hill Small Cap A DHSCX Small Value „ Above Average QQQ 13.35 2.61 12.06 Yes Hotchkis & Wiley Small Cap Value I HWSIX Small Value ´ Below Average QQQ 28.15 4.20 14.59 Yes Invesco SmallCapValue A VSCAX Small Value ´ Average QQQ 31.46 3.74 14.32 Yes Janus Henderson Small Cap Value L JSIVX Small Value „ Average QQQQQ 22.63 9.49 13.61 Yes Royce Opportunity Invmt RYPNX Small Value ´ Average QQQ 36.10 5.46 13.83 No Royce Special Equity Invmt RYSEX Small Value „ Average QQQQ 21.63 5.23 10.45 No Vanguard Small Cap Value Index Inv VISVX Small Value „ Low QQQQ 19.00 7.39 14.85 No 12 Yes