Morningstar - Q2 2021 - M19

Medalist Mutual Funds

International Equity

Fixed Income

Annualized Total Return %
Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Fidelity Advisor Short-Term Bond Z FIKTX

Short-Term Bond

*

Low

FPA New Income FPNIX

Short-Term Bond

´

Invesco Short Term Bond R6 ISTFX

Short-Term Bond

JPMorgan Limited Duration Bd R6 JUSUX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQ

3.72

3.15

2.13

No

Below Avg

QQQ

4.34

2.86

2.72

Yes

´

Low

QQQQ

7.49

3.41

2.80

No

Short-Term Bond

*

Low

QQQ

4.80

2.87

2.38

No

Metropolitan West Low Duration Bd I MWLIX

Short-Term Bond

*

Below Avg

QQQQ

4.12

3.09

2.31

No

PGIM Short-Term Corporate Bond R6 PSTQX

Short-Term Bond

Œ

Low

QQQQ

9.04

4.40

3.16

No

PIMCO Low Duration ESG Instl PLDIX

Short-Term Bond

*

Below Avg

QQQ

2.92

2.74

2.14

No

PIMCO Low Duration Instl PTLDX

Short-Term Bond

*

Below Avg

QQQ

3.49

2.87

2.32

No

T. Rowe Price Short-Term Bond I TBSIX

Short-Term Bond

´

Low

QQQ

6.20

3.59

2.62

No

Thornburg Limited Term Income Instl THIIX

Short-Term Bond

´

Below Avg

QQQQQ

6.83

4.49

3.46

No

Vanguard Short-Term Bond Index Adm VBIRX

Short-Term Bond

*

Low

QQQ

1.79

3.59

2.25

No

Vanguard Short-Term Corp Bd Idx I VSTBX

Short-Term Bond

Œ

Low

QQQQQ

6.99

4.32

3.09

No

Vanguard Short-Term Invstmnt-Grade Adm VFSUX

Short-Term Bond

´

Low

QQQQ

6.36

4.01

2.93

No

Voya Short Term Bond R6 IGZAX

Short-Term Bond

*

Low

QQQ

6.83

3.37

2.43

No

Baird Ultra Short Bond Instl BUBIX

Ultrashort Bond

Œ

Low

QQQ

2.22

2.16

1.85

No

BBH Limited Duration I BBBIX

Ultrashort Bond

´

Below Avg

QQQQQ

7.03

3.20

2.99

No

Federated Hermes Ultrashort Bond R6 FULLX

Ultrashort Bond

´

Average

QQQQ

5.53

2.41

1.95

No

Fidelity Conservative Income Bond Instl FCNVX

Ultrashort Bond

´

Low

QQQ

2.21

1.86

1.63

No

PIMCO Short Asset Investment Instl PAIDX

Ultrashort Bond

Œ

Below Avg

QQQ

3.20

1.78

1.84

No

PIMCO Short-Term Instl PTSHX

Ultrashort Bond

*

Above Avg

QQQQQ

5.21

2.32

2.51

No

Putnam Ultra Short Duration Income Y PSDYX

Ultrashort Bond

´

Below Avg

QQQ

2.86

1.94

1.71

No

BlackRock Strategic Global Bond Instl MAWIX

World Bond

Œ

Below Avg

QQQQQ

10.28

4.20

4.28

No

BrandywineGLOBAL Global Opp Bond IS GOBSX

World Bond

´

Below Avg

QQQQ

21.87

2.60

4.20

No

Dodge & Cox Global Bond DODLX

World Bond

Œ

Low

QQQQQ

18.21

6.32

6.56

No

Hartford World Bond F HWDFX

World Bond

*

Below Avg

QQQQ

PGIM Global Total Return Z PZTRX

World Bond

*

Below Avg

QQQQQ

AB Global Bond Advisor ANAYX

World Bond-USD Hedged

´

Below Avg

Janus Henderson Developed World Bond I HFAIX

World Bond-USD Hedged

*

PIMCO Global Bond Opps (USD-Hdg) Instl PGBIX

World Bond-USD Hedged

PIMCO International Bond (USD-Hdg) Instl PFORX

3.89

3.10

2.46

No

10.17

3.53

4.56

No

QQQ

5.87

3.51

3.23

No

Below Avg

QQQQQ

9.53

5.84

5.48

No

Œ

Below Avg

QQQQQ

9.93

4.37

4.25

No

World Bond-USD Hedged

Œ

Low

QQQQQ

6.79

4.41

4.46

No

Vanguard Total Intl Bd Idx Instl Sel VSIBX

World Bond-USD Hedged

Œ

Low

QQQ

2.09

4.09

3.37

No

Matthews China Dividend Investor MCDFX

China Region

*

Average

QQQQ

43.77

8.42

14.21

No

Matthews China Investor MCHFX

China Region

Œ

Average

QQQQ

60.74

13.47

21.25

No

Aberdeen Emerging Markets Instl ABEMX

Diversified Emerging Mkts

´

Average

QQQQ

76.33

10.19

12.53

No

´

Below Avg

QQQ

55.70

6.48

10.06

No

11.87

14.41

No

American Funds Dvlpg Wld Gr&Inc F2 DWGHX

Diversified Emerging Mkts

American Funds New World F2 NFFFX

Diversified Emerging Mkts

Œ

Low

QQQQQ

61.98

Artisan Developing World Advisor APDYX

Diversified Emerging Mkts

´

Average

QQQQQ

92.68

28.28

25.01

No

Baron Emerging Markets Instl BEXIX

Diversified Emerging Mkts

´

Average

QQQQ

72.06

7.42

12.65

No

morningstar.com/lp/magazine

19


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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
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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
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Morningstar - Q2 2021 - 70
Morningstar - Q2 2021 - 71
Morningstar - Q2 2021 - 72
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Morningstar - Q2 2021 - 74
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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
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