Data Dashboard Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating ClearBridge Dividend Strategy A SOPAX Large Blend ´ Above Avg QQ Clipper CFIMX Large Blend ´ Below Avg Columbia Contrarian Core Inst SMGIX Large Blend ´ Columbia Disciplined Core A AQEAX Large Blend Columbia Large Cap Enhanced Core Inst NMIMX * Closed to New Investors 1Yr 3Yr 5Yr 9.99 8.46 10.01 No QQQ 12.37 11.74 12.82 No Below Avg QQQQ 11.17 9.50 12.82 No ´ Average QQQQ 16.99 9.72 13.58 No Large Blend ´ Below Avg QQQQQ 17.01 10.31 13.93 No Columbia Large Cap Index Inst NINDX Large Blend ´ Low QQQQ 13.78 10.57 13.08 No Columbia Select Large Cap Equity Inst NSEPX Large Blend ´ Low QQQQQ 15.50 11.36 13.52 No Davis NY Venture A NYVTX Large Blend ´ Average QQQ 14.59 10.64 12.26 No DFA US Core Equity 1 I DFEOX Large Blend * Low QQQQ 14.29 10.01 12.95 No DFA US Large Company I DFUSX Large Blend Œ Low QQQQ 13.89 10.72 13.23 No Dreyfus Appreciation Inv DGAGX Large Blend ´ Average QQ 15.23 9.15 9.70 No Fidelity Advisor® Capital Developmnt O FDETX Large Blend * Low QQ 10.19 8.79 11.85 Yes Fidelity Advisor® Growth & Income I FGIOX Large Blend ´ Below Avg QQ 8.86 8.37 11.22 No Fidelity Advisor® Large Cap I FALIX Large Blend ´ Below Avg QQQ 10.33 8.86 12.53 No Fidelity® 500 Index Inv FUSEX Large Blend Œ Low QQQQ 13.89 10.69 13.21 No Fidelity® Growth & Income FGRIX Large Blend ´ Below Avg QQ 8.87 8.45 11.26 No Fidelity® Large Cap Stock FLCSX Large Blend * Below Avg QQQ 10.20 8.73 12.45 No Fidelity® Total Market Index Inv FSTMX Large Blend Œ Low QQQQ 13.78 10.15 12.92 No FMI Large Cap FMIHX Large Blend Œ Average QQQQ 11.68 8.71 11.47 No Glenmede Large Cap Core Port GTLOX Large Blend ´ Average QQQQQ 15.68 10.33 14.47 No iShares S&P 500 Index K WFSPX Large Blend ´ Low QQQQ 13.96 10.74 13.24 No JPMorgan Equity Index I HLEIX Large Blend ´ Low QQQQ 13.78 10.56 13.06 No JPMorgan US Equity L JMUEX Large Blend * Below Avg QQQQQ 12.64 9.68 13.47 Yes JPMorgan US Research Enhanced Eqty L JPIEX Large Blend ´ Low QQQ 12.33 8.13 12.41 Yes Lazard US Equity Concentrated Instl LEVIX Large Blend ´ Below Avg QQQ 9.31 8.88 12.89 No Mairs & Power Growth Inv MPGFX Large Blend * Below Avg QQQ 6.31 7.43 10.37 No MFS® Blended Research Core Equity I MUSEX Large Blend ´ Low QQQ 11.81 8.41 12.33 No MFS® Massachusetts Invs Tr A MITTX Large Blend * Below Avg QQQ 15.07 9.88 12.23 No MFS® Research A MFRFX Large Blend ´ Average QQQQ 15.45 10.06 12.37 No Natixis Oakmark A NEFOX Large Blend * Above Avg QQQQ 14.71 10.76 13.52 No Neuberger Berman Multi-Cap Opp Inst NMULX Large Blend ´ Below Avg QQQQ 14.65 11.51 12.91 No Neuberger Berman Socially Rspns Inv NBSRX Large Blend ´ Average QQQ 11.66 8.71 11.60 Yes Oakmark Inv OAKMX Large Blend Œ Average QQQQQ 15.34 11.14 13.78 No Oakmark Select Inv OAKLX Large Blend Œ Average QQQQ 7.98 7.69 12.62 No Oppenheimer Main Street A MSIGX Large Blend ´ Average QQQ 6.85 8.52 11.73 No Parnassus PARNX Large Blend ´ Average QQQ 6.70 7.45 13.16 No 6