Data Dashboard Medalist Mutual Funds Fixed Income Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating T. Rowe Price Instl Small-Cap Stock TRSSX Small Growth * Low T. Rowe Price QM US Small-Cap Gr Eq PRDSX Small Growth * T. Rowe Price Small-Cap Stock OTCFX Small Growth Vanguard Explorer Adm VEXRX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 83.92 20.00 19.37 Yes Low QQQQ 69.45 16.08 17.28 Yes * Below Avg QQQQ 83.66 19.83 19.13 Yes Small Growth ´ Low QQQ 91.37 19.97 20.30 No Vanguard Small Cap Growth Index Adm VSGAX Small Growth Œ Low QQQ 83.09 19.39 19.05 No Victory RS Small Cap Growth Y RSYEX Small Growth ´ Average QQQ 77.25 17.15 21.62 No Virtus KAR Small-Cap Growth I PXSGX Small Growth ´ Average QQQQQ 69.76 25.65 27.99 Yes Wasatch Core Growth WGROX Small Growth Œ Average QQQQ 89.54 21.17 21.33 Yes Wasatch Small Cap Growth Instl WIAEX Small Growth Œ Average QQQQ 110.46 29.44 25.68 Yes American Beacon Small Cp Val R5 AVFIX Small Value ´ Low QQQ 102.13 9.79 11.76 No Boston Partners Small Cap Value II I BPSIX Small Value Œ Below Avg QQQQ 96.74 9.38 11.79 No Columbia Small Cap Value II Inst3 CRRYX Small Value * Below Avg QQQQ 106.33 10.89 12.68 No Delaware Small Cap Value Instl DEVIX Small Value ´ Below Avg QQQQ 86.38 8.96 12.26 No DFA Tax-Managed US Targeted Value DTMVX Small Value * Low QQQQ 101.89 9.25 11.67 No DFA US Small Cap Value I DFSVX Small Value * Low QQQ 112.09 9.91 11.79 No DFA US Targeted Value I DFFVX Small Value * Low QQQ 113.47 10.73 12.48 No Diamond Hill Small Cap I DHSIX Small Value * Below Avg QQQ 81.18 6.56 8.63 No Franklin Small Cap Value Adv FVADX Small Value * Low QQQQ 90.50 12.66 13.94 No Hotchkis & Wiley Small Cap Value I HWSIX Small Value ´ Average QQ 110.63 8.81 10.80 No Invesco Small Cap Value Y VSMIX Small Value ´ Below Avg QQ 146.76 11.69 13.91 No Janus Henderson Small Cap Value N JDSNX Small Value * Below Avg QQQQ 59.85 6.90 10.26 Yes LSV Small Cap Value Instl LSVQX Small Value * Low Q 105.07 5.71 9.11 No Royce Opportunity Invmt RYPNX Small Value ´ Above Avg QQQQ 151.72 18.53 20.28 No Royce Special Equity Invmt RYSEX Small Value ´ Above Avg QQQQ 61.35 9.14 10.76 No Vanguard Small Cap Value Index Adm VSIAX Small Value Œ Low QQQQ 89.83 10.80 12.42 No Credit Suisse Floating Rate Hi Inc Instl CSHIX Bank Loan ´ Low QQQQ 21.07 3.54 4.90 No Eaton Vance Floating Rate I EIBLX Bank Loan ´ Below Avg QQQQ 17.89 3.31 4.97 No Eaton Vance Floating-Rate & Hi Inc Inst EIFHX Bank Loan ´ Below Avg QQQQQ 18.87 3.70 5.22 No Eaton Vance Floating-Rate Advantage I EIFAX Bank Loan ´ Above Avg QQQQQ 23.19 3.71 5.64 No Fidelity Floating Rate High Income FFRHX Bank Loan * Low QQQQ 19.32 3.64 4.87 No Lord Abbett Floating Rate R6 LRRVX Bank Loan ´ Low QQQ 19.10 2.20 4.03 No T. Rowe Price Floating Rate Z TRIZX Bank Loan Œ Low QQQ 17.03 3.75 4.29 Yes T. Rowe Price Instl Floating Rate RPIFX Bank Loan Œ Low QQQQQ 17.11 3.95 4.55 No Virtus Seix Floating Rate High Inc R6 SFRZX Bank Loan ´ Low QQQ 18.51 2.77 4.51 No Columbia Convertible Securities Inst NCIAX Convertibles * Below Avg QQQQQ 74.13 22.90 20.35 No MainStay MacKay Convertible I MCNVX Convertibles ´ Low QQQ 62.01 17.70 15.95 No Virtus AllianzGI Convertible Inst ANNPX Convertibles Œ Low QQQQQ 78.28 25.52 20.91 No Federated Hermes Corporate Bond IS FDBIX Corporate Bond ´ Average QQQ 11.96 6.22 5.68 No 14