Morningstar - Q2 2021 - M15

Medalist Mutual Funds

Fixed Income

Annualized Total Return %
Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Invesco Corporate Bond R6 ICBFX

Corporate Bond

´

Below Avg

MFS Corporate Bond R6 MFBKX

Corporate Bond

´

PIMCO Investment Grade Credit Bond Instl PIGIX

Corporate Bond

Vanguard Interm-Term Corp Bd Idx Adm VICSX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQQ

15.78

7.47

6.56

No

Below Avg

QQQ

10.06

6.70

5.17

No

*

Below Avg

QQQQ

9.50

5.49

5.27

No

Corporate Bond

*

Low

QQQQ

9.56

6.48

4.68

No

Vanguard Interm-Term Invstmnt-Grde Adm VFIDX

Corporate Bond

´

Low

QQQ

PIMCO Emerging Markets Bond Instl PEBIX

Emerging Markets Bond

´

Below Avg

T. Rowe Price Emerging Markets Bond Z TREZX

Emerging Markets Bond

´

TCW Emerging Markets Income I TGEIX

Emerging Markets Bond

Eaton Vance Emerging Markets Local Inc I EEIIX

7.04

6.06

4.15

No

QQQQ

16.59

4.17

6.09

No

Low

QQQ

20.37

1.77

4.42

Yes

Œ

Below Avg

QQQ

23.69

3.24

5.73

No

Emerging Mkts Lcl-Currncy

´

Average

QQQQQ

15.69

1.68

5.61

No

TCW Emerging Markets Local Ccy Inc I TGWIX

Emerging Mkts Lcl-Currncy

*

Below Avg

QQQQ

14.27

-1.95

3.08

No

Artisan High Income Advisor APDFX

High Yield Bond

´

Average

QQQQQ

30.69

8.07

9.39

No

BlackRock High Yield Bond Instl BHYIX

High Yield Bond

Œ

Below Avg

QQQQQ

23.42

6.41

7.71

No

Diamond Hill Corporate Credit I DHSTX

High Yield Bond

*

Below Avg

QQQQQ

24.44

7.93

8.30

No

Eaton Vance High Income Opportunities I EIHIX

High Yield Bond

´

Below Avg

QQQQ

23.80

5.90

6.56

No

´

Below Avg

QQQQ

20.59

5.76

6.37

No

6.50

7.27

No

Eaton Vance Income Fund of Boston I EIBIX

High Yield Bond

Federated Hermes Instl High Yield Bd IS FIHBX

High Yield Bond

*

Low

QQQQQ

21.52

Fidelity Advisor High Income Advtg Z FIQTX

High Yield Bond

*

Below Avg

QQQQQ

38.36

8.56

9.53

No

Fidelity Capital & Income FAGIX

High Yield Bond

´

Below Avg

QQQQQ

38.92

8.95

9.55

No

Fidelity High Income SPHIX

High Yield Bond

´

Below Avg

QQQ

18.21

4.65

6.94

No

Harbor High-Yield Bond Instl HYFAX

High Yield Bond

*

Below Avg

QQQ

20.74

5.85

6.57

No

Hotchkis & Wiley High Yield Z HWHZX

High Yield Bond

*

Low

QQ

27.87

4.19

6.76

No

Loomis Sayles High Income Opps Instl LSIOX

High Yield Bond

Œ

Low

QQQQQ

25.16

7.14

8.33

No

Lord Abbett High Yield F LHYFX

High Yield Bond

´

Average

QQQQ

27.67

5.55

7.48

No

PGIM High Yield Z PHYZX

High Yield Bond

Œ

Low

QQQQQ

25.01

7.30

8.13

No

PGIM Short Duration High Yield Income Z HYSZX

High Yield Bond

*

Below Avg

QQQ

20.90

6.19

5.92

No

PIMCO High Yield Instl PHIYX

High Yield Bond

*

Low

QQQQ

18.49

6.21

6.76

No

PIMCO High Yield Spectrum Instl PHSIX

High Yield Bond

*

Low

QQQQQ

22.77

6.54

7.69

No

Shenkman Capital Short Dur Hi Inc Inst SCFIX

High Yield Bond

´

Below Avg

Q

9.62

4.00

3.95

No

T. Rowe Price High Yield Z TRKZX

High Yield Bond

Œ

Low

QQQQ

23.37

6.18

7.21

Yes

T. Rowe Price Instl High Yield TRHYX

High Yield Bond

*

Low

QQQQ

22.51

6.02

7.37

Yes

Vanguard High-Yield Corporate Adm VWEAX

High Yield Bond

Œ

Low

QQQQ

17.76

6.35

6.68

No

American High-Income Municipal Bond F3 HIMFX

High Yield Muni

*

Low

QQQQ

11.43

6.00

5.06

No

BlackRock High Yield Municipal Instl MAYHX

High Yield Muni

*

Low

QQQQ

16.06

6.40

5.32

No

MainStay MacKay High Yield Muncpl Bd I MMHIX

High Yield Muni

´

Below Avg

QQQQQ

12.14

6.58

5.61

No

MFS Municipal High Income I MMIIX

High Yield Muni

´

Below Avg

QQQQ

10.62

5.47

4.61

No

PGIM Muni High Income Z PHIZX

High Yield Muni

*

Below Avg

QQQ

11.48

5.57

4.57

No

T. Rowe Price Tax-Free High Yield PRFHX

High Yield Muni

Œ

Below Avg

QQQ

11.64

4.93

4.16

No

PIMCO Real Return Instl PRRIX

Inflation-Protected Bond

*

Below Avg

QQQQ

9.75

5.92

4.28

No

morningstar.com/lp/magazine

15


http://www.morningstar.com/lp/magazine

Morningstar - Q2 2021

Table of Contents for the Digital Edition of Morningstar - Q2 2021

Contents
Morningstar - Q2 2021 - Cover1
Morningstar - Q2 2021 - Cover2
Morningstar - Q2 2021 - 1
Morningstar - Q2 2021 - 2
Morningstar - Q2 2021 - Contents
Morningstar - Q2 2021 - 4
Morningstar - Q2 2021 - 5
Morningstar - Q2 2021 - 6
Morningstar - Q2 2021 - 7
Morningstar - Q2 2021 - 8
Morningstar - Q2 2021 - 9
Morningstar - Q2 2021 - 10
Morningstar - Q2 2021 - 11
Morningstar - Q2 2021 - 12
Morningstar - Q2 2021 - 13
Morningstar - Q2 2021 - 14
Morningstar - Q2 2021 - 15
Morningstar - Q2 2021 - 16
Morningstar - Q2 2021 - 17
Morningstar - Q2 2021 - 18
Morningstar - Q2 2021 - 19
Morningstar - Q2 2021 - 20
Morningstar - Q2 2021 - 21
Morningstar - Q2 2021 - 22
Morningstar - Q2 2021 - 23
Morningstar - Q2 2021 - 24
Morningstar - Q2 2021 - 25
Morningstar - Q2 2021 - 26
Morningstar - Q2 2021 - 27
Morningstar - Q2 2021 - 28
Morningstar - Q2 2021 - 29
Morningstar - Q2 2021 - 30
Morningstar - Q2 2021 - 31
Morningstar - Q2 2021 - 32
Morningstar - Q2 2021 - 33
Morningstar - Q2 2021 - 34
Morningstar - Q2 2021 - 35
Morningstar - Q2 2021 - 36
Morningstar - Q2 2021 - 37
Morningstar - Q2 2021 - 38
Morningstar - Q2 2021 - 39
Morningstar - Q2 2021 - 40
Morningstar - Q2 2021 - 41
Morningstar - Q2 2021 - 42
Morningstar - Q2 2021 - 43
Morningstar - Q2 2021 - 44
Morningstar - Q2 2021 - 45
Morningstar - Q2 2021 - 46
Morningstar - Q2 2021 - 47
Morningstar - Q2 2021 - 48
Morningstar - Q2 2021 - 49
Morningstar - Q2 2021 - 50
Morningstar - Q2 2021 - 51
Morningstar - Q2 2021 - 52
Morningstar - Q2 2021 - 53
Morningstar - Q2 2021 - 54
Morningstar - Q2 2021 - 55
Morningstar - Q2 2021 - 56
Morningstar - Q2 2021 - 57
Morningstar - Q2 2021 - 58
Morningstar - Q2 2021 - 59
Morningstar - Q2 2021 - 60
Morningstar - Q2 2021 - 61
Morningstar - Q2 2021 - 62
Morningstar - Q2 2021 - 63
Morningstar - Q2 2021 - 64
Morningstar - Q2 2021 - 65
Morningstar - Q2 2021 - 66
Morningstar - Q2 2021 - 67
Morningstar - Q2 2021 - 68
Morningstar - Q2 2021 - 69
Morningstar - Q2 2021 - 70
Morningstar - Q2 2021 - 71
Morningstar - Q2 2021 - 72
Morningstar - Q2 2021 - 73
Morningstar - Q2 2021 - 74
Morningstar - Q2 2021 - 75
Morningstar - Q2 2021 - 76
Morningstar - Q2 2021 - 77
Morningstar - Q2 2021 - 78
Morningstar - Q2 2021 - 79
Morningstar - Q2 2021 - 80
Morningstar - Q2 2021 - Cover3
Morningstar - Q2 2021 - Cover4
Morningstar - Q2 2021 - M1
Morningstar - Q2 2021 - M2
Morningstar - Q2 2021 - M3
Morningstar - Q2 2021 - M4
Morningstar - Q2 2021 - M5
Morningstar - Q2 2021 - M6
Morningstar - Q2 2021 - M7
Morningstar - Q2 2021 - M8
Morningstar - Q2 2021 - M9
Morningstar - Q2 2021 - M10
Morningstar - Q2 2021 - M11
Morningstar - Q2 2021 - M12
Morningstar - Q2 2021 - M13
Morningstar - Q2 2021 - M14
Morningstar - Q2 2021 - M15
Morningstar - Q2 2021 - M16
Morningstar - Q2 2021 - M17
Morningstar - Q2 2021 - M18
Morningstar - Q2 2021 - M19
Morningstar - Q2 2021 - M20
Morningstar - Q2 2021 - M21
Morningstar - Q2 2021 - M22
Morningstar - Q2 2021 - M23
Morningstar - Q2 2021 - M24
Morningstar - Q2 2021 - M25
Morningstar - Q2 2021 - M26
Morningstar - Q2 2021 - M27
Morningstar - Q2 2021 - M28
Morningstar - Q2 2021 - M29
Morningstar - Q2 2021 - M30
Morningstar - Q2 2021 - M31
Morningstar - Q2 2021 - M32
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com