Data Dashboard Medalist Funds Fixed Income Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Pioneer Floating Rate A FLARX Bank Loan ´ Average Virtus Seix Floating Rate High Inc I SAMBX Bank Loan ´ Voya Floating Rate I IFRIX Bank Loan AllianzGI Convertible Instl ANNPX * Closed to New Investors 1Yr 3Yr 5Yr QQQ 3.37 3.32 2.99 No Low QQQQ 4.10 4.13 3.74 No ´ Below Avg QQQ 3.46 3.38 3.34 No Convertibles * Low QQQQQ 13.85 6.38 9.01 Yes Columbia Convertible Securities A PACIX Convertibles ´ Average QQQQ 12.08 6.49 9.32 No Franklin Convertible Securities A FISCX Convertibles ´ Below Avg QQQQQ 16.39 9.39 10.25 No MainStay MacKay Convertible B MCSVX Convertibles ´ High QQQ 7.98 5.70 8.41 Yes Vanguard Convertible Securities Inv VCVSX Convertibles ´ Low QQQ 6.27 2.93 5.60 Yes Federated Bond F ISHIX Corporate Bond ´ Above Avg QQQQ 2.32 2.74 3.20 No Invesco Corporate Bond A ACCBX Corporate Bond ´ Above Avg QQQQ 2.99 2.90 3.73 No MFS® Corporate Bond A MFBFX Corporate Bond ´ Above Avg QQQQ 2.08 2.07 2.71 No PIMCO Investment Grade Corp Bd Instl PIGIX Corporate Bond * Below Avg QQQQQ 3.88 3.45 3.82 No Vanguard Interm-Trm Corp Bd Idx Instl VICBX Corporate Bond * Low QQQ 1.41 2.15 2.82 No Vanguard Interm-Trm Invmt-Grade Inv VFICX Corporate Bond * Low QQQ 0.93 1.77 2.31 No Vanguard Long-Trm Corp Bd Idx Ins VLCIX Corporate Bond * Low QQQQQ 5.78 3.25 4.81 No Vanguard Long-Trm Investmnt-Grade VWESX Corporate Bond * Low QQQQQ 5.54 3.04 4.77 No Fidelity Advisor® Emerging Mkts Inc M FAEMX Emerging Markets Bond * Above Avg QQQQ 3.86 7.08 4.05 No Fidelity® New Markets Income FNMIX Emerging Markets Bond * Below Avg QQQQ 4.12 7.50 4.46 No T. Rowe Price Emerging Markets Bond PREMX Emerging Markets Bond ´ Below Avg QQQQ 3.73 7.12 3.89 No TCW Emerging Markets Income I TGEIX Emerging Markets Bond * Below Avg QQQQ 5.04 7.11 3.25 No AB High Income A AGDAX High Yield Bond ´ Average QQQQQ 3.37 5.24 4.77 No Artisan High Income Inv ARTFX High Yield Bond ´ Average QQQQQ 6.00 7.03 - No BlackRock High Yield Bond K BRHYX High Yield Bond * Low QQQQQ 4.77 4.91 5.26 No Columbia High Yield Bond A INEAX High Yield Bond ´ Above Avg QQQQ 2.22 3.58 4.10 No Eaton Vance High Income Opportunities B EVHIX High Yield Bond * High QQQ 2.53 3.77 4.27 Yes Eaton Vance Income Fund of Boston A EVIBX High Yield Bond * Average QQQ 2.90 4.18 4.43 No Federated Instl High Yield Bond Instl FIHBX High Yield Bond * Low QQQQQ 3.03 4.99 5.05 No Fidelity Advisor® High Income Advtg M FAHYX High Yield Bond * Above Avg QQQQ 5.87 5.47 5.91 No Fidelity® Capital & Income FAGIX High Yield Bond * Below Avg QQQQQ 6.48 5.35 6.43 No Fidelity® High Income SPHIX High Yield Bond * Below Avg QQQQ 4.74 5.08 4.54 No Harbor High-Yield Bond Instl HYFAX High Yield Bond ´ Low QQQ 3.41 3.58 3.96 No Hotchkis & Wiley High Yield I HWHIX High Yield Bond ´ Below Avg QQQQ 4.22 5.14 4.92 No Lord Abbett High Yield A LHYAX High Yield Bond ´ Average QQQQQ 4.39 5.65 5.81 No MainStay MacKay High Yield Corp Bd B MKHCX High Yield Bond ´ High QQQ 3.14 4.71 3.94 Yes Neuberger Berman High Income Bond NHINX High Yield Bond * Average QQQ 1.79 3.37 3.70 Yes PIMCO High Yield Instl PHIYX High Yield Bond * Low QQQ 3.07 4.43 4.52 No 14