Data Dashboard Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Victory Sycamore Established Value R GETGX Mid-Cap Value ´ Average Broadview Opportunity BVAOX Small Blend ´ Cardinal Small Cap Value Instl CCMSX Small Blend Columbia Small Cap Index Inst NMSCX * Closed to New Investors 1Yr 3Yr 5Yr QQQQQ 8.58 9.65 12.82 Yes Average QQQ 7.32 4.47 8.82 No ´ Below Avg QQQQ 11.83 8.27 - No Small Blend ´ Low QQQQQ 12.45 10.51 13.28 No DFA US Micro Cap I DFSCX Small Blend Œ Low QQQQ 11.08 9.04 12.24 No DFA US Small Cap I DFSTX Small Blend Œ Low QQQQ 8.75 8.06 11.61 No Fidelity Advisor® Small Cap I FSCIX Small Blend ´ Low QQQ 11.14 4.95 10.46 No Fidelity® Small Cap Discovery FSCRX Small Blend * Low QQQQ 5.63 5.62 8.93 Yes Goldman Sachs Small Cap Value A GSSMX Small Blend ´ Above Avg QQQQ 7.94 7.60 10.96 Yes Harbor Small Cap Value Instl HASCX Small Blend * Below Avg QQQQQ 13.30 10.76 13.13 No JPMorgan Market Expansion Enh Idx I PGMIX Small Blend ´ Low QQQQQ 10.75 9.20 12.50 No JPMorgan Small Cap Equity A VSEAX Small Blend ´ Average QQQQQ 11.44 9.37 11.99 Yes JPMorgan US Small Company L JUSSX Small Blend ´ Low QQQQ 8.45 6.73 11.53 Yes Mairs & Power Small Cap MSCFX Small Blend * Below Avg QQQ 1.48 7.17 10.12 Yes Nuveen NWQ Small-Cap Value I NSCRX Small Blend ´ Below Avg QQQ 8.64 7.73 12.11 No Schwab Small Cap Index SWSSX Small Blend ´ Low QQQQ 11.86 8.43 11.49 No T. Rowe Price Small-Cap Value PRSVX Small Blend ´ Below Avg QQQQ 10.11 10.68 10.44 No Vanguard Small Cap Index Inv NAESX Small Blend Œ Low QQQQ 11.69 7.93 11.52 No Vanguard Tax-Managed Small Cap Adm VTMSX Small Blend Œ Low QQQQQ 12.70 10.50 13.50 No Westwood SmallCap Instl WHGSX Small Blend ´ Below Avg QQQQ 12.82 9.78 13.14 No Aberdeen US Small Cap Equity Inst Svc GSXIX Small Growth ´ Average QQQQ 8.53 10.77 13.77 No Alger Small Cap Focus I AOFIX Small Growth ´ Average QQQQ 27.50 12.41 13.97 No Artisan Small Cap Inv ARTSX Small Growth * Average QQQQ 24.56 12.18 12.85 Yes Baron Small Cap Retail BSCFX Small Growth * Above Avg QQQ 20.50 8.83 11.13 No Brown Capital Mgmt Small Co Inv BCSIX Small Growth Œ Above Avg QQQQQ 26.52 15.71 16.64 Yes Champlain Small Company Adv CIPSX Small Growth Œ Above Avg QQQQ 10.23 11.38 12.31 Yes ClearBridge Small Cap Growth A SASMX Small Growth * Average QQQQ 25.45 9.61 11.79 Yes Conestoga Small Cap Invs CCASX Small Growth * Average QQQQQ 26.18 15.45 14.27 No Fidelity® Small Cap Growth FCPGX Small Growth ´ Average QQQQQ 26.92 14.15 16.19 Yes Franklin Small Cap Growth Adv FSSAX Small Growth ´ Low QQQ 22.28 8.07 12.52 Yes Invesco Small Cap Growth A GTSAX Small Growth ´ Average QQQQ 20.71 9.95 13.32 Yes Janus Henderson Triton D JANIX Small Growth ´ Low QQQQQ 24.39 11.64 15.20 Yes Janus Henderson Venture D JANVX Small Growth ´ Low QQQQ 20.72 9.39 14.03 Yes LKCM Small Cap Equity Instl LKSCX Small Growth ´ Below Avg QQ 13.32 5.45 8.01 No Loomis Sayles Small Cap Growth Instl LSSIX Small Growth * Below Avg QQQQ 22.92 10.15 13.24 Yes Meridian Growth Legacy MERDX Small Growth * Below Avg QQQQQ 19.36 11.13 12.42 Yes 12