Data Dashboard Medalist Funds Allocation Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Berwyn Income BERIX Alloc-15% to 30% Equity ´ Low Columbia Income Builder A RBBAX Alloc-15% to 30% Equity ´ Fidelity Asset Manager® 20% FASIX Alloc-15% to 30% Equity Fidelity Asset Manager® 30% FTANX * Closed to New Investors 1Yr 3Yr 5Yr QQQQQ 2.44 2.82 4.95 No Average QQQQQ 4.35 4.31 4.37 No ´ Low QQQQ 4.12 2.96 3.59 No Alloc-15% to 30% Equity ´ Low QQQQQ 5.72 3.90 4.77 No Vanguard LifeStrategy Income Inv VASIX Alloc-15% to 30% Equity Œ Low QQQ 4.25 2.97 3.85 No Fidelity Asset Manager® 40% FFANX Alloc-30% to 50% Equity ´ Low QQQQ 7.32 4.72 5.83 No Franklin Income A FKINX Alloc-30% to 50% Equity ´ Low QQQ 2.09 3.95 4.99 No Hartford Balanced Income Y HBLYX Alloc-30% to 50% Equity * Low QQQQQ 5.95 6.19 6.96 No JPMorgan Income Builder I JNBSX Alloc-30% to 50% Equity ´ Low QQQQQ 7.18 4.90 5.37 No Manning & Napier Pro-Blnd Cnsrv Trm S EXDAX Alloc-30% to 50% Equity ´ Below Avg QQQ 4.15 2.57 3.32 No Manning & Napier Pro-Blnd Mod Trm S EXBAX Alloc-30% to 50% Equity ´ Average QQQ 5.72 2.79 4.00 No MFS® Conservative Allocation I MACIX Alloc-30% to 50% Equity ´ Low QQQQ 7.35 4.55 5.03 No MFS® Diversified Income I DIFIX Alloc-30% to 50% Equity ´ Below Avg QQQQ 3.30 3.54 5.22 No Principal Global Div Inc Instl PGDIX Alloc-30% to 50% Equity ´ Below Avg QQQ 5.71 4.81 4.98 No T. Rowe Price Personal Strat Inc PRSIX Alloc-30% to 50% Equity * Low QQQQQ 9.08 5.58 6.37 No T. Rowe Price Retirement Balanced TRRIX Alloc-30% to 50% Equity * Low QQQ 6.50 4.67 5.01 No USAA Growth and Tax Strategy USBLX Alloc-30% to 50% Equity ´ Low QQQQQ 8.50 6.22 7.50 No Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Alloc-30% to 50% Equity Œ Low QQQQ 6.91 4.53 5.64 No Vanguard Tax-Managed Balanced Adm VTMFX Alloc-30% to 50% Equity Œ Low QQQQQ 7.96 6.12 7.65 No Vanguard Wellesley® Income Inv VWINX Alloc-30% to 50% Equity Œ Low QQQQQ 5.14 5.12 5.94 No American Funds American Balanced A ABALX Alloc-50% to 70% Equity * Low QQQQQ 9.43 7.74 9.34 No American Funds Cnsrv Gr & Inc R-5 RINFX Alloc-50% to 70% Equity * Low QQQ 5.94 5.34 6.30 No American Funds Moderate Gr & Inc R-5 RBAFX Alloc-50% to 70% Equity * Low QQQQ 11.08 7.07 8.48 No Columbia Balanced Inst CBALX Alloc-50% to 70% Equity ´ Low QQQQQ 7.21 6.20 8.62 No Dodge & Cox Balanced DODBX Alloc-50% to 70% Equity Œ Low QQQQQ 6.91 7.98 10.03 No Fidelity Advisor® Balanced M FAIGX Alloc-50% to 70% Equity ´ Average QQQQ 9.72 6.48 8.88 No Fidelity® Balanced FBALX Alloc-50% to 70% Equity ´ Low QQQQQ 10.58 7.03 9.50 No Fidelity® Puritan® FPURX Alloc-50% to 70% Equity * Low QQQQQ 12.28 7.22 9.78 No FPA Crescent FPACX Alloc-50% to 70% Equity Œ Average QQQQ 5.74 5.63 7.44 No Franklin Balanced Adv FBFZX Alloc-50% to 70% Equity ´ Below Avg QQQ 4.69 5.09 6.48 No Mairs & Power Balanced Inv MAPOX Alloc-50% to 70% Equity * Low QQQQ 4.62 5.14 6.95 No Manning & Napier Pro-Blnd Extnd Trm S MNBAX Alloc-50% to 70% Equity ´ Average QQ 7.69 3.87 5.36 No MFS® Moderate Allocation I MMAIX Alloc-50% to 70% Equity ´ Low QQQQ 10.41 6.04 6.78 No MFS® Total Return A MSFRX Alloc-50% to 70% Equity ´ Low QQQ 6.04 5.57 7.39 No *Funds closed to new investors may still be accepting money from existing fundholders. global.morningstar.com/Morningstarmagazine 3http://global.morningstar.com/Morningstarmagazine