Medalist Funds Target Date Specialty Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Columbia Seligman Comms & Info A SLMCX Technology ´ Average Fidelity Advisor® Technology I FATIX Technology ´ Fidelity® Select Technology FSPTX Technology Janus Henderson Global Technology T JAGTX * Closed to New Investors 1Yr 3Yr 5Yr QQQQ 22.95 19.50 21.08 No Below Avg QQQQ 35.03 21.91 21.53 No ´ Below Avg QQQQ 34.75 21.80 21.48 No Technology ´ Below Avg QQQQ 37.22 21.50 20.74 No MFS® Technology A MTCAX Technology ´ Average QQQ 31.85 20.50 20.09 No T. Rowe Price Global Technology PRGTX Technology * Below Avg QQQQQ 30.73 23.99 27.02 Yes Franklin Utilities A FKUTX Utilities Œ Below Avg QQQQ 0.06 6.43 8.08 No MFS® Utilities A MMUFX Utilities * Average QQ 4.43 1.83 5.56 No American Funds 2020 Trgt Date Retire R5 RECTX Target-Date 2020 * Low QQQQQ 7.83 5.77 7.57 No American Funds 2030 Trgt Date Retire R5 REETX Target-Date 2030 * Low QQQQQ 12.11 7.83 9.89 No American Funds 2040 Trgt Date Retire R5 REGTX Target-Date 2040 * Low QQQQQ 14.99 9.14 10.86 No BlackRock LifePath® Index 2020 K LIMKX Target-Date 2020 Œ Low QQQ 7.35 4.80 5.94 No BlackRock LifePath® Index 2030 K LINKX Target-Date 2030 Œ Low QQQ 10.05 6.26 7.48 No BlackRock LifePath® Index 2040 K LIKKX Target-Date 2040 Œ Low QQQ 12.31 7.46 8.72 No BlackRock LifePath® Index Retire K LIRKX Target-Date Retirement Œ Low QQQQ 6.33 4.27 5.04 No Fidelity Advisor Freedom® 2020 I FDIFX Target-Date 2020 ´ Below Avg QQQQ 9.45 6.08 6.78 No Fidelity Advisor Freedom® 2030 I FEFIX Target-Date 2030 ´ Average QQQQ 12.04 7.46 8.40 No Fidelity Advisor Freedom® 2040 I FIFFX Target-Date 2040 ´ Average QQQQ 13.74 8.28 9.28 No Fidelity Advisor Freedom® Income I FIAFX Target-Date Retirement ´ Low QQQ 4.70 3.44 3.64 No Fidelity Freedom® 2020 FFFDX Target-Date 2020 * Below Avg QQQQ 10.01 6.31 7.09 No Fidelity Freedom® 2030 FFFEX Target-Date 2030 * Average QQQQ 12.78 7.76 8.80 No Fidelity Freedom® 2040 FFFFX Target-Date 2040 * Average QQQQ 14.52 8.63 9.73 No Fidelity Freedom® Income FFFAX Target-Date Retirement * Low QQQ 4.86 3.48 3.74 No Fidelity Freedom® Index 2020 Inv FPIFX Target-Date 2020 ´ Low QQQ 8.72 5.56 6.28 No Fidelity Freedom® Index 2030 Inv FXIFX Target-Date 2030 ´ Low QQQ 11.35 7.10 8.03 No Fidelity Freedom® Index 2040 Inv FBIFX Target-Date 2040 ´ Low QQQ 13.08 8.05 9.00 No Fidelity Freedom® Index Income Inv FIKFX Target-Date Retirement ´ Low QQ 4.02 2.70 2.98 No JHancock Multimanager 2020 Lifetime JLDOX Target-Date 2020 ´ Below Avg QQQQ 8.67 5.82 7.05 No JHancock Multimanager 2030 Lifetime JLFOX Target-Date 2030 ´ Below Avg QQQQ 11.79 7.29 8.83 No JHancock Multimanager 2040 Lifetime JLIOX Target-Date 2040 ´ Below Avg QQQQ 13.94 8.27 9.71 No JPMorgan SmartRetirement® 2020 R5 JTTIX Target-Date 2020 Œ Below Avg QQQQ 8.72 4.97 6.69 No JPMorgan SmartRetirement® 2030 R5 JSMIX Target-Date 2030 Œ Below Avg QQQQ 12.13 6.25 8.55 No JPMorgan SmartRetirement® 2040 R5 SMTIX Target-Date 2040 Œ Below Avg QQQQ 13.92 7.13 9.56 No JPMorgan SmartRetirement® Inc R5 JSIIX Target-Date Retirement Œ Below Avg QQQQQ 6.80 3.97 4.85 No Manning & Napier Target 2020 I MTNIX Target-Date 2020 ´ Average QQ 6.17 3.12 4.61 No Manning & Napier Target 2030 I MTPIX Target-Date 2030 ´ Average QQQ 8.95 4.49 6.22 No *Funds closed to new investors may still be accepting money from existing fundholders. global.morningstar.com/Morningstarmagazine 25http://global.morningstar.com/Morningstarmagazine