Data Dashboard Medalist Mutual Funds Fixed Income Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Vanguard Inflation-Protected Secs Adm VAIPX Inflation-Protected Bond * Low Vanguard Shrt-Term Infl-Prot Sec Idx Ins VTSPX Inflation-Protected Bond Œ AB Income Advisor ACGYX Interm Core-Plus Bond Baird Core Plus Bond Inst BCOIX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 7.53 5.61 3.75 No Low QQ 6.86 3.75 2.63 No ´ Average QQQQ 10.63 4.86 4.53 No Interm Core-Plus Bond * Low QQQQ 5.38 5.41 4.20 No BlackRock Total Return Instl MAHQX Interm Core-Plus Bond Œ Below Avg QQQQ 6.56 5.38 3.95 No Carillon Reams Core Plus Bond I SCPZX Interm Core-Plus Bond ´ Low QQQQQ 8.54 7.45 4.86 No Columbia Total Return Bond Inst3 CTBYX Interm Core-Plus Bond ´ Low QQQQQ 14.04 7.34 5.36 No Dodge & Cox Income DODIX Interm Core-Plus Bond Œ Below Avg QQQQ 7.44 5.61 4.68 No DoubleLine Total Return Bond I DBLTX Interm Core-Plus Bond ´ Below Avg QQQ 3.32 3.53 2.85 No Federated Hermes Total Return Bond IS FTRBX Interm Core-Plus Bond * Low QQQQ 7.19 5.74 4.46 No Fidelity Total Bond Fund FTBFX Interm Core-Plus Bond Œ Below Avg QQQQ 6.98 5.51 4.40 No Harbor Bond Instl HABDX Interm Core-Plus Bond Œ Below Avg QQQ 3.89 5.07 3.98 No Hartford Total Return Bond F ITBFX Interm Core-Plus Bond ´ Low QQQQ 5.91 5.56 4.30 No Invesco Core Plus Bond R6 CPBFX Interm Core-Plus Bond ´ Below Avg QQQQ 10.05 5.92 4.84 No JHancock Bond R6 JHBSX Interm Core-Plus Bond * Low QQQQ 7.54 5.66 4.66 No JPMorgan Core Plus Bond R6 JCPUX Interm Core-Plus Bond * Low QQQQ 4.55 5.10 3.95 No Loomis Sayles Core Plus Bond Y NERYX Interm Core-Plus Bond Œ Below Avg QQQQQ 5.59 5.35 4.76 No Loomis Sayles Investment Grade Bond Y LSIIX Interm Core-Plus Bond * Below Avg QQQQQ 13.06 6.09 5.49 No Metropolitan West Total Return Bd I MWTIX Interm Core-Plus Bond Œ Below Avg QQQQ 3.53 5.46 3.67 No MFS Total Return Bond R6 MRBKX Interm Core-Plus Bond * Low QQQ 7.01 5.37 3.89 No PGIM Total Return Bond Z PDBZX Interm Core-Plus Bond * Below Avg QQQQ 6.23 4.86 4.25 No PIMCO Total Return ESG Instl PTSAX Interm Core-Plus Bond Œ Below Avg QQQ 3.86 5.01 3.79 No PIMCO Total Return Instl PTTRX Interm Core-Plus Bond Œ Below Avg QQQ 3.25 4.89 3.84 No Pioneer Bond K PBFKX Interm Core-Plus Bond * Low QQQQ 13.54 5.64 4.56 No TCW Total Return Bond I TGLMX Interm Core-Plus Bond ´ Below Avg QQQ 0.84 4.73 3.14 No TIAA-CREF Core Bond Instl TIBDX Interm Core-Plus Bond * Low QQQQ 5.84 4.99 3.81 No TIAA-CREF Core Plus Bond Instl TIBFX Interm Core-Plus Bond * Low QQQQ 7.83 5.22 4.14 No TIAA-CREF Green Bond Instl TGRNX Interm Core-Plus Bond ´ Below Avg - 8.27 - - No Voya Intermediate Bond I IICIX Interm Core-Plus Bond * Low QQQQ 6.57 5.24 4.08 No Wells Fargo Core Plus Bond R6 STYJX Interm Core-Plus Bond * Low QQQQQ 9.68 6.37 5.24 No Western Asset Core Plus Bond I WACPX Interm Core-Plus Bond Œ Below Avg QQQQ 6.83 5.31 4.76 No American Funds Bond Fund of Amer F2 ABNFX Intermediate Core Bond * Low QQQQQ 3.78 5.81 3.87 No Baird Aggregate Bond Inst BAGIX Intermediate Core Bond Œ Low QQQQQ 3.40 5.17 3.70 No Fidelity Advisor Investment Gr Bd Z FIKQX Intermediate Core Bond * Low QQQQQ 4.54 5.71 4.30 No Fidelity Advisor Mortgage Securities Z FIKUX Intermediate Core Bond * Low QQQ 1.15 3.97 2.59 No Fidelity Intermediate Bond FTHRX Intermediate Core Bond ´ Below Avg QQQ 4.97 4.67 3.08 No Fidelity US Bond Index FXNAX Intermediate Core Bond Œ Low QQQ 0.37 4.65 3.05 No JHancock Investment Grade Bond I TIUSX Intermediate Core Bond ´ Below Avg QQQQ 4.48 5.07 3.70 No 16