Morningstar - Q2 2021 - M22

Data Dashboard

Medalist Mutual Funds
1Yr

3Yr

5Yr

Closed
to New
Investors

QQQQ

37.25

12.02

-

No

Below Avg

QQQ

50.49

9.01

12.17

No

´

Average

QQQ

52.94

8.54

11.41

No

Foreign Large Growth

*

Above Avg

QQ

49.91

8.51

8.62

No

Invesco Oppenheimer International Gr R6 OIGIX

Foreign Large Growth

*

Below Avg

QQ

52.90

8.45

9.54

No

JHancock International Growth R6 JIGTX

Foreign Large Growth

*

Average

QQQQ

54.79

11.44

13.82

Yes

JOHCM International Select I JOHIX

Foreign Large Growth

´

Average

QQQQ

53.81

11.13

12.55

Yes

Laudus International MarketMasters SWMIX

Foreign Large Growth

´

Above Avg

QQ

69.66

8.59

11.70

No

MFS International Growth R6 MGRDX

Foreign Large Growth

*

Below Avg

QQQQ

43.38

11.08

12.69

No

MFS International Intrinsic Value R6 MINJX

Foreign Large Growth

*

Low

QQQQ

36.90

11.05

11.95

Yes

Neuberger Berman International Eq Instl NBIIX

Foreign Large Growth

´

Below Avg

QQ

51.03

7.75

9.43

No

Neuberger Berman International Sel Instl NILIX

Foreign Large Growth

´

Below Avg

QQ

51.18

8.23

9.86

No

T. Rowe Price International Stock PRITX

Foreign Large Growth

´

Below Avg

QQ

50.44

9.00

11.29

No

Vanguard International Growth Adm VWILX

Foreign Large Growth

Œ

Low

QQQQQ

87.14

20.68

22.01

No

Vanguard Intl Div Apprec Idx Adm VIAAX

Foreign Large Growth

*

Low

QQQ

43.92

10.57

10.81

No

Virtus Vontobel Foreign Opportunities I JVXIX

Foreign Large Growth

´

Above Avg

QQQ

40.40

9.20

9.94

No

WCM Focused International Growth Instl WCMIX

Foreign Large Growth

*

Average

QQQQQ

59.60

17.80

16.98

No

American Beacon International Eq R5 AAIEX

Foreign Large Value

*

Below Avg

QQQ

53.56

3.07

6.79

No

Causeway International Value Instl CIVIX

Foreign Large Value

Œ

Below Avg

QQQ

65.71

4.62

8.10

No

DFA International Value I DFIVX

Foreign Large Value

´

Low

QQ

60.74

1.88

8.25

No

Dodge & Cox International Stock DODFX

Foreign Large Value

Œ

Low

QQQ

57.43

4.03

8.96

No

Hartford Schroders Intl Multi-Cp Val SDR SIDRX

Foreign Large Value

´

Below Avg

QQQQ

52.18

3.42

7.65

No

Mondrian International Value Equity MPIEX

Foreign Large Value

*

Below Avg

QQQ

38.24

2.50

5.86

No

Natixis Oakmark International Y NOIYX

Foreign Large Value

Œ

Average

Q

85.46

3.32

9.17

No

Oakmark International Instl OANIX

Foreign Large Value

Œ

Below Avg

Q

85.27

4.02

9.62

No

T. Rowe Price International Value Eq I TRTIX

Foreign Large Value

´

Below Avg

QQ

52.79

3.26

6.07

No

Transamerica International Equity I TSWIX

Foreign Large Value

´

Below Avg

QQQQQ

55.44

5.07

7.77

No

Tweedy, Browne Global Value II Ccy Unhdg TBCUX

Foreign Large Value

´

High

QQQQ

40.88

2.99

6.36

No

Tweedy, Browne Global Value TBGVX

Foreign Large Value

´

High

QQQQQ

34.89

5.05

7.21

No

Vanguard International Value Inv VTRIX

Foreign Large Value

*

Low

QQQQQ

56.36

6.07

9.76

No

Vanguard Intl Hi Div Yld Adm VIHAX

Foreign Large Value

Œ

Low

QQQQ

49.15

3.77

7.77

No

Wells Fargo International Equity Inst WFENX

Foreign Large Value

*

Below Avg

QQQ

58.65

2.35

7.30

No

DFA International Small Company I DFISX

Foreign Small/Mid Blend

Œ

Low

QQQ

65.83

5.15

9.72

No

Goldman Sachs Intl Sm Cp Insghts Instl GICIX

Foreign Small/Mid Blend

*

Low

QQQQ

60.80

4.23

9.32

No

Invesco International Small Company A IEGAX

Foreign Small/Mid Blend

´

High

QQQ

66.71

4.85

10.05

No

Oakmark International Small Cap Instl OANEX

Foreign Small/Mid Blend

´

Below Avg

QQ

90.35

7.05

10.00

No

Phaeacian Accent International Value Ins PPIVX

Foreign Small/Mid Blend

*

Above Avg

QQQQQ

47.45

10.66

12.63

No

Vanguard FTSE All-Wld ex-US SmCp Idx Ins VFSNX

Foreign Small/Mid Blend

Œ

Low

QQQ

66.70

5.24

9.41

No

International Equity

Annualized Total Return %
Name

Morningstar Category

Morningstar
Analyst Rating

Goldman Sachs GQG Ptnrs Intl Opps Instl GSIMX

Foreign Large Growth

*

Below Avg

Harding Loevner International Eq Instl HLMIX

Foreign Large Growth

*

Invesco International Diversified Y OIDYX

Foreign Large Growth

Invesco International Growth A AIIEX

22

Morningstar
Fee Level

Morningstar
Rating



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_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/investorconference2012
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_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
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