Data Dashboard Medalist Mutual Funds Fixed Income Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating American Funds Tax Exempt Bond F3 TFEBX Muni National Interm * Low BlackRock National Municipal Instl MANLX Muni National Interm * Fidelity Interm Muni Inc FLTMX Muni National Interm T. Rowe Price Summit Municipal Intrm I PRTMX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 5.80 4.82 3.57 No Low QQQQ 7.44 4.33 3.33 No * Low QQQ 5.47 4.30 3.02 No Muni National Interm * Low QQQ 5.58 4.31 2.86 No Vanguard Interm-Term Tx-Ex Adm VWIUX Muni National Interm Œ Low QQQQ 5.39 4.71 3.22 No Vanguard Tax-Exempt Bond Index Adm VTEAX Muni National Interm Œ Low QQQ 4.90 4.69 3.30 No Western Asset Intermediate-Term Muni IS SMLSX Muni National Interm ´ Low QQQQ 7.81 4.15 2.81 No Fidelity Municipal Income FHIGX Muni National Long * Low QQQ 6.50 5.21 3.74 No Fidelity Tax-Free Bond FTABX Muni National Long Œ Low QQQ 6.91 5.30 3.84 No MainStay MacKay Tax Free Bond I MTBIX Muni National Long ´ Low QQQQ 6.99 5.52 4.11 No MFS Municipal Income I MIMIX Muni National Long ´ Low QQQQ 7.70 5.01 3.91 No Nuveen All-American Municipal Bond R6 FAAWX Muni National Long ´ Low QQQQ 8.79 5.58 4.40 No T. Rowe Price Summit Municipal Inc Inv PRINX Muni National Long * Low QQQ 7.50 4.62 3.46 No T. Rowe Price Tax-Free Income Inv PRTAX Muni National Long * Below Avg QQQ 6.62 4.48 3.26 No Vanguard High-Yield Tax-Exempt Adm VWALX Muni National Long Œ Low QQQQQ 8.86 5.81 4.64 No Vanguard Long-Term Tax-Exempt Adm VWLUX Muni National Long Œ Low QQQQ 6.51 5.61 4.11 No Western Asset Managed Municipals I SMMYX Muni National Long ´ Low QQQQ 9.32 4.60 3.37 No American Funds LtdTerm TxEx Bd F2 LTEFX Muni National Short ´ Low QQQQQ 4.35 3.53 2.41 No Fidelity Advisor Ltd Term Muni Inc Z FIWAX Muni National Short * Low QQQQ 4.47 3.01 1.99 No PGIM Short Duration Muni Z PDSZX Muni National Short ´ Low QQQQQ 5.30 3.39 2.64 No T. Rowe Price Tax-Free Shrt-Interm I TTSIX Muni National Short * Below Avg QQQQ 3.90 2.91 1.84 No Vanguard Ltd-Term Tx-Ex Adm VMLUX Muni National Short Œ Low QQQQ 3.94 3.08 2.08 No Vanguard Short-Term Tx-Ex Adm VWSUX Muni National Short Œ Low QQQ 2.08 1.94 1.46 No Fidelity New York Municipal Income FTFMX Muni New York Long * Low QQQ 4.68 4.55 3.11 No MainStay MacKay NY Tax Free Opps I MNOIX Muni New York Long ´ Low QQQQQ 7.01 5.19 3.96 No Vanguard NY Long-Term Tax-Exempt Adm VNYUX Muni New York Long * Low QQQQ 5.63 5.20 3.71 No BlackRock Strategic Income Opps Instl BSIIX Nontraditional Bond Œ Low QQQQQ 14.09 4.68 4.71 No Metropolitan West Unconstrained Bd I MWCIX Nontraditional Bond Œ Below Avg QQQ 11.35 4.13 3.86 No PIMCO Dynamic Bond Instl PFIUX Nontraditional Bond * Below Avg QQQQ 12.14 4.13 5.16 No PIMCO Mortgage Opportunities and BdInstl PMZIX Nontraditional Bond Œ Low QQQQ 9.79 4.05 4.39 No Templeton Global Bond Adv TGBAX Nontraditional Bond * Low QQ -2.53 -2.02 0.83 No Templeton Global Total Return Adv TTRZX Nontraditional Bond * Below Avg QQ -2.31 -2.11 1.29 No Vanguard Short-Term Federal Adm VSGDX Short Government * Low QQQQQ 1.72 3.38 2.10 No Vanguard Short-Term Treasury Idx Adm VSBSX Short Government Œ Low QQQ 0.36 2.74 1.66 No ´ Low QQQQ 3.09 4.49 2.73 No 3.52 2.55 No American Funds Interm Bd Fd of Amer R6 RBOGX Short-Term Bond Baird Short-Term Bond Inst BSBIX Short-Term Bond Œ Low QQQQ 4.61 BlackRock Low Duration Bond K CLDBX Short-Term Bond * Low QQQQ 7.05 3.25 2.56 No Fidelity Advisor Limited Term Bond Z FIKRX Short-Term Bond * Low QQQQ 5.42 3.91 2.69 No 18