Medalist Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating JPMorgan Equity Index I HLEIX Large Blend ´ Low JPMorgan US Equity L JMUEX Large Blend * JPMorgan US Research Enhanced Equity L JPIEX Large Blend Lazard US Equity Concentrated Instl LEVIX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 9.24 13.27 10.68 No Below Avg QQQQ 8.00 13.25 10.19 Yes ´ Low QQQQ 8.56 12.79 9.46 Yes Large Blend ´ Below Avg QQQ 8.23 10.00 10.94 No Mairs & Power Growth Inv MPGFX Large Blend * Below Avg QQQ 12.76 10.77 8.52 No MFS Blended Research Core Equity I MUSEX Large Blend ´ Low QQQ 5.52 10.46 8.60 No MFS Massachusetts Investors Tr A MITTX Large Blend * Below Avg QQQ 8.99 13.78 9.89 No MFS Research A MFRFX Large Blend ´ Average QQQQ 9.08 13.56 10.05 No Natixis Oakmark A NEFOX Large Blend * Above Avg QQQ -0.70 12.22 7.87 No Neuberger Berman Multi-Cap Opp Inst NMULX Large Blend ´ Below Avg QQQQ 7.54 14.83 9.67 No Neuberger Berman Sustainable Eq Inv NBSRX Large Blend ´ Average QQQ 4.85 10.97 8.50 Yes Oakmark Investor OAKMX Large Blend Œ Average QQQ -0.66 12.41 8.13 No Oakmark Select Investor OAKLX Large Blend * Average QQ -11.30 6.40 3.84 No Oppenheimer Main Street A MSIGX Large Blend ´ Average QQQ 8.98 10.76 9.12 No Parnassus PARNX Large Blend ´ Average QQQ 7.65 11.46 8.82 No Parnassus Core Equity Investor PRBLX Large Blend * Average QQQQ 13.41 12.37 10.46 No PIMCO StocksPLUS® Absolute Return I PSPTX Large Blend ´ Below Avg QQQQQ 8.66 15.09 10.98 No PIMCO StocksPLUS® Instl PSTKX Large Blend * Low QQQQQ 9.22 13.83 10.70 No PRIMECAP Odyssey Stock POSKX Large Blend Œ Below Avg QQQQ 3.19 13.64 10.54 No Schwab Total Stock Market Index SWTSX Large Blend Œ Low QQQQ 8.64 13.41 10.26 No Schwab® S&P 500 Index SWPPX Large Blend Œ Low QQQQ 9.45 13.45 10.82 No Selected American Shares S SLASX Large Blend ´ Average QQ 0.08 12.00 7.51 No T. Rowe Price Dividend Growth PRDGX Large Blend * Below Avg QQQQQ 12.63 13.36 11.03 No T. Rowe Price Equity Index 500 PREIX Large Blend ´ Low QQQQ 9.29 13.27 10.65 No T. Rowe Price Growth & Income PRGIX Large Blend ´ Below Avg QQQ 9.43 12.28 10.39 No T. Rowe Price Total Equity Market Idx POMIX Large Blend ´ Low QQQQ 8.36 13.21 10.12 No T. Rowe Price US Large-Cap Core TRULX Large Blend ´ Below Avg QQQQ 9.26 12.13 10.91 No TIAA-CREF Social Choice Eq Instl TISCX Large Blend ´ Low QQQ 7.87 13.27 9.52 No Vanguard 500 Index Investor VFINX Large Blend Œ Low QQQQ 9.35 13.36 10.76 Yes Vanguard Dividend Growth Inv VDIGX Large Blend Œ Low QQQ 15.26 12.47 10.52 Yes Vanguard FTSE Social Index Inv VFTSX Large Blend * Low QQQQQ 10.68 14.81 11.36 Yes Vanguard Growth & Income Inv VQNPX Large Blend ´ Low QQQQ 8.73 12.90 10.76 No Vanguard Institutional Index I VINIX Large Blend Œ Low QQQQQ 9.47 13.48 10.88 No Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX Large Blend Œ Low QQQQQ 8.86 13.54 10.39 No Vanguard PRIMECAP Core Inv VPCCX Large Blend Œ Low QQQQQ 5.61 14.51 11.34 Yes Vanguard Tax-Managed Capital App I VTCIX Large Blend Œ Low QQQQQ 8.95 13.80 10.76 No global.morningstar.com/Morningstarmagazine 7http://global.morningstar.com/Morningstarmagazine