Morningstar - Summer 2019 - I16

Data Dashboard

Medalist Funds

Fixed Income

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

PIMCO High Yield Spectrum Instl PHSIX

High Yield Bond

*

Low

Principal High Yield A CPHYX

High Yield Bond

´

Shenkman Capital Short Dur Hi Inc Inst SCFIX

High Yield Bond

T. Rowe Price High Yield PRHYX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

5.36

8.06

4.65

No

Average

QQQ

3.27

7.23

3.92

No

´

Below Avg

QQ

4.39

4.05

2.93

No

High Yield Bond

´

Below Avg

QQQQ

4.41

7.30

4.00

Yes

T. Rowe Price Instl High Yield TRHYX

High Yield Bond

´

Low

QQQQ

4.57

7.79

4.21

Yes

Vanguard High-Yield Corporate Inv VWEHX

High Yield Bond

*

Low

QQQ

5.93

6.68

4.51

No

American High-Income Municipal Bond A AMHIX

High Yield Muni

´

Below Avg

QQQ

5.46

4.14

5.44

No

BlackRock High Yield Municipal Instl MAYHX

High Yield Muni

*

Below Avg

QQQQ

5.94

4.45

6.35

No

Franklin High Yield Tax Free Inc A1 FRHIX

High Yield Muni

´

Below Avg

QQ

5.59

2.62

4.24

Yes

MainStay MacKay High Yield Muncpl Bd I MMHIX

High Yield Muni

´

Below Avg

QQQQQ

6.94

5.08

6.90

No

MFS Municipal High Income A MMHYX

High Yield Muni

*

Below Avg

QQQQ

6.00

4.18

5.86

No

PGIM Muni High Income B PMHYX

High Yield Muni

´

Above Avg

QQQ

4.58

3.25

4.87

Yes

PGIM Short Duration Muni High Income Z PDSZX

High Yield Muni

´

Low

Q

3.95

2.32

-

No

T. Rowe Price Tax-Free High Yield PRFHX

High Yield Muni

Œ

Below Avg

QQQ

4.42

3.49

5.03

No

PIMCO Real Return Instl PRRIX

Inflation-Protected Bond

*

Above Avg

QQQQQ

2.54

2.09

1.74

No

Vanguard Inflation-Protected Secs Inv VIPSX

Inflation-Protected Bond

Œ

Low

QQQ

2.63

1.47

1.78

No

American Funds US Government Sec A AMUSX

Intermediate Government

´

Average

QQQ

3.86

0.73

1.84

No

BlackRock GNMA Inv C BGPCX

Intermediate Government

*

High

QQ

3.00

0.24

1.06

No

BlackRock US Government Bond Instl PNIGX

Intermediate Government

*

Average

QQQ

3.97

1.24

2.11

No

Fidelity® GNMA FGMNX

Intermediate Government

Œ

Below Avg

QQQQQ

4.07

1.51

2.31

No

Fidelity® Government Income FGOVX

Intermediate Government

´

Below Avg

QQQ

4.04

1.08

2.04

No

JPMorgan Government Bond I HLGAX

Intermediate Government

*

Below Avg

QQQQ

4.18

1.32

2.36

No

PIMCO GNMA and Government Secs Instl PDMIX

Intermediate Government

*

Below Avg

QQQQQ

4.60

1.79

2.45

No

Vanguard GNMA Inv VFIIX

Intermediate Government

Œ

Low

QQQQ

3.99

1.54

2.47

No

AB Income Advisor ACGYX

Intermediate-Term Bond

´

Above Avg

QQQQQ

3.87

3.98

4.14

No

AB Intermediate Bond A ABQUX

Intermediate-Term Bond

´

Above Avg

QQQQ

3.74

2.61

2.85

No

American Funds Bond Fund of Amer A ABNDX

Intermediate-Term Bond

´

Average

QQQ

4.28

1.93

2.47

No

Baird Aggregate Bond Inst BAGIX

Intermediate-Term Bond

Œ

Low

QQQQ

4.59

2.55

3.13

No

Baird Core Plus Bond Inst BCOIX

Intermediate-Term Bond

Œ

Low

QQQQ

4.63

3.14

3.35

No

BlackRock Total Return K MPHQX

Intermediate-Term Bond

*

Low

QQQQ

4.01

2.60

3.21

No

BlackRock US Mortgage Portfolio Instl MSUMX

Intermediate-Term Bond

*

Above Avg

QQQQ

4.41

2.28

3.06

No

Carillon Reams Core Plus Bond I SCPZX

Intermediate-Term Bond

*

Low

QQQQ

5.02

2.39

2.39

No

Dodge & Cox Income DODIX

Intermediate-Term Bond

Œ

Low

QQQQ

4.31

3.64

3.15

No

Federated Total Return Bond Instl FTRBX

Intermediate-Term Bond

*

Low

QQQQ

4.35

3.16

3.04

No

Fidelity® Intermediate Bond FTHRX

Intermediate-Term Bond

*

Below Avg

QQQ

4.28

1.92

2.18

No

Fidelity® Investment Grade Bond FBNDX

Intermediate-Term Bond

*

Below Avg

QQQQ

4.78

3.07

2.89

No

16



Morningstar - Summer 2019

Table of Contents for the Digital Edition of Morningstar - Summer 2019

Contents
Morningstar - Summer 2019 - Cover1
Morningstar - Summer 2019 - Cover2
Morningstar - Summer 2019 - 1
Morningstar - Summer 2019 - 2
Morningstar - Summer 2019 - Contents
Morningstar - Summer 2019 - 4
Morningstar - Summer 2019 - 5
Morningstar - Summer 2019 - 6
Morningstar - Summer 2019 - 7
Morningstar - Summer 2019 - 8
Morningstar - Summer 2019 - 9
Morningstar - Summer 2019 - 10
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Morningstar - Summer 2019 - 21
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Morningstar - Summer 2019 - 95
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Morningstar - Summer 2019 - 97
Morningstar - Summer 2019 - 98
Morningstar - Summer 2019 - 99
Morningstar - Summer 2019 - 100
Morningstar - Summer 2019 - 101
Morningstar - Summer 2019 - 102
Morningstar - Summer 2019 - 103
Morningstar - Summer 2019 - 104
Morningstar - Summer 2019 - Cover3
Morningstar - Summer 2019 - Cover4
Morningstar - Summer 2019 - Cover1I
Morningstar - Summer 2019 - Cover2I
Morningstar - Summer 2019 - I3
Morningstar - Summer 2019 - I4
Morningstar - Summer 2019 - I5
Morningstar - Summer 2019 - I6
Morningstar - Summer 2019 - I7
Morningstar - Summer 2019 - I8
Morningstar - Summer 2019 - I9
Morningstar - Summer 2019 - I10
Morningstar - Summer 2019 - I11
Morningstar - Summer 2019 - I12
Morningstar - Summer 2019 - I13
Morningstar - Summer 2019 - I14
Morningstar - Summer 2019 - I15
Morningstar - Summer 2019 - I16
Morningstar - Summer 2019 - I17
Morningstar - Summer 2019 - I18
Morningstar - Summer 2019 - I19
Morningstar - Summer 2019 - I20
Morningstar - Summer 2019 - I21
Morningstar - Summer 2019 - I22
Morningstar - Summer 2019 - I23
Morningstar - Summer 2019 - I24
Morningstar - Summer 2019 - I25
Morningstar - Summer 2019 - I26
Morningstar - Summer 2019 - I27
Morningstar - Summer 2019 - I28
Morningstar - Summer 2019 - I29
Morningstar - Summer 2019 - I30
Morningstar - Summer 2019 - I31
Morningstar - Summer 2019 - Cover4I
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