Data Dashboard Medalist Mutual Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Victory RS Mid Cap Growth Y RMOYX Mid-Cap Growth ´ Average Virtus KAR Small-Cap Core I PKSFX Mid-Cap Growth ´ Voya Russell Mid Cap Growth Idx Port S IRGUX Mid-Cap Growth Wells Fargo Discovery Inst WFDSX Closed to New Investors 1Yr 3Yr 5Yr QQQ 66.31 15.87 15.96 No Average QQQQ 58.44 18.87 22.35 Yes ´ Low QQQ 67.56 18.58 17.59 No Mid-Cap Growth ´ Below Avg QQQQ 86.21 24.50 23.65 No Wells Fargo Enterprise R6 WENRX Mid-Cap Growth ´ Below Avg QQQQ 83.21 25.21 23.40 No American Century Mid Cap Value R6 AMDVX Mid-Cap Value * Low QQQQ 57.74 9.72 11.12 Yes Ariel Appreciation Instl CAAIX Mid-Cap Value ´ Below Avg QQQ 81.61 10.50 11.62 No Ariel Fund Instl ARAIX Mid-Cap Value ´ Below Avg QQQQ 103.37 12.32 14.05 No Artisan Mid Cap Value Instl APHQX Mid-Cap Value ´ Average QQQ 86.62 10.13 11.15 No Diamond Hill Mid Cap I DHPIX Mid-Cap Value * Below Avg QQ 76.49 8.31 9.88 No Diamond Hill Small-Mid Cap Y DHMYX Mid-Cap Value * Below Avg QQ 81.54 9.70 10.34 Yes Fidelity Low-Priced Stock K FLPKX Mid-Cap Value Œ Low QQQQQ 73.08 12.25 12.75 No Fidelity Low-Priced Stock K6 FLKSX Mid-Cap Value * Low QQQQQ 70.89 12.44 - No Harbor Mid Cap Value Instl HAMVX Mid-Cap Value * Below Avg QQ 90.39 5.96 8.53 No Hotchkis & Wiley Mid-Cap Value I HWMIX Mid-Cap Value ´ Average Q 141.75 5.54 8.19 No Janus Henderson Mid Cap Value T JMCVX Mid-Cap Value ´ Average QQQ 53.01 7.69 9.86 No JHancock Disciplined Value Mid Cap I JVMIX Mid-Cap Value * Below Avg QQQQ 71.97 10.25 12.22 No JPMorgan Mid Cap Value L FLMVX Mid-Cap Value Œ Below Avg QQQQ 70.14 9.71 10.23 Yes Principal Small-MidCap Dividend Inc Inst PMDIX Mid-Cap Value ´ Below Avg QQ 66.61 5.97 10.13 No T. Rowe Price Mid-Cap Value TRMCX Mid-Cap Value Œ Below Avg QQQQ 76.23 10.60 11.87 No Touchstone Mid Cap Value Inst TCVIX Mid-Cap Value ´ Below Avg QQQQ 67.73 11.18 11.24 No Transamerica Small/Mid Cap Value R6 TASMX Mid-Cap Value ´ Below Avg QQQQ 79.60 10.44 13.03 No Vanguard Mid-Cap Value Index Adm VMVAX Mid-Cap Value Œ Low QQQQ 69.87 9.83 11.64 No Vanguard Selected Value Inv VASVX Mid-Cap Value ´ Low QQQ 96.82 10.07 11.87 No Victory Sycamore Established Value R6 VEVRX Mid-Cap Value * Low QQQQQ 78.22 13.88 14.50 Yes Virtus Ceredex Mid-Cap Value Equity R6 SMVZX Mid-Cap Value ´ Below Avg QQQQ 67.59 11.13 12.31 No VY American Century Sm-Mid Cp Val I IACIX Mid-Cap Value ´ Below Avg QQQQQ 72.61 11.34 12.61 No VY JPMorgan Mid Cap Value S IJMSX Mid-Cap Value Œ Above Avg QQQQ 69.90 9.33 9.98 No Columbia Small Cap Index Inst NMSCX Small Blend ´ Low QQQQ 94.87 13.48 15.39 No DFA US Micro Cap I DFSCX Small Blend * Low QQQ 98.25 11.59 13.82 No DFA US Small Cap I DFSTX Small Blend * Low QQQ 95.61 12.22 13.49 No Fidelity Small Cap Discovery FSCRX Small Blend * Low QQQ 96.57 11.56 11.39 No Goldman Sachs Small Cap Value Instl GSSIX Small Blend * Below Avg QQQ 86.67 8.83 11.99 No Harbor Small Cap Value Instl HASCX Small Blend * Below Avg QQQQ 84.16 12.44 15.28 No Hartford Schroders US Small Cap Opps I SCUIX Small Blend ´ Average QQQQ 81.24 13.49 14.14 No Invesco Small Cap Equity R6 SMEFX Small Blend ´ Low QQQQ 103.82 16.07 14.77 No JPMorgan Small Cap Equity I VSEIX Small Blend * Below Avg QQQQQ 76.46 13.94 15.07 Yes Mairs & Power Small Cap MSCFX Small Blend * Average QQQ 79.35 13.99 13.39 No 12