Morningstar - Q2 2021 - M23

Medalist Mutual Funds

International Equity

Annualized Total Return %
Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

Victory Trivalent International Sm-Cp I MISIX

Foreign Small/Mid Blend

´

Below Avg

Artisan International Small-Mid Instl APHJX

Foreign Small/Mid Growth

*

Fidelity International Small Cap Opp FSCOX

Foreign Small/Mid Growth

Invesco International Small-Mid Com Y OSMYX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQQ

67.50

7.26

11.35

No

Average

QQQQQ

67.14

13.72

13.18

No

*

Above Avg

QQQQ

52.27

8.32

12.14

Yes

Foreign Small/Mid Growth

´

Average

QQQQ

54.38

10.31

14.23

Yes

MFS International New Discovery R6 MIDLX

Foreign Small/Mid Growth

*

Low

QQ

Oberweis International Opps Instl OBIIX

Foreign Small/Mid Growth

´

Average

QQQ

T. Rowe Price International Discovery PRIDX

Foreign Small/Mid Growth

*

Average

Vanguard International Explorer Inv VINEX

Foreign Small/Mid Growth

´

Virtus KAR International Small-Cap I VIISX

Foreign Small/Mid Growth

DFA International Small Cap Value I DISVX

47.61

6.18

10.04

Yes

115.35

14.59

15.69

No

QQQQ

81.77

13.00

16.10

Yes

Low

Q

64.86

3.30

9.05

No

´

Above Avg

QQQQQ

67.71

12.08

17.56

No

Foreign Small/Mid Value

Œ

Low

QQ

64.42

1.15

7.11

No

Pear Tree Polaris Fgn Val Sm Cap R6 QUSRX

Foreign Small/Mid Value

*

Below Avg

QQQQ

70.67

6.03

10.21

No

Matthews India Investor MINDX

India Equity

*

Average

QQQ

77.51

3.13

8.34

No

Matthews Japan Investor MJFOX

Japan Stock

*

Average

QQQ

45.09

5.52

10.52

No

T. Rowe Price Japan PRJPX

Japan Stock

´

Above Avg

QQQQQ

52.04

11.13

15.77

No

T. Rowe Price Latin America PRLAX

Latin America Stock

*

Above Avg

QQQQ

51.14

-3.18

6.37

No

Matthews Emerging Asia Instl MIASX

Miscellaneous Region

´

High

-

56.30

-7.03

2.71

No

Matthews Korea Investor MAKOX

Miscellaneous Region

´

High

-

89.64

6.65

9.97

No

Fidelity Advisor Emerging Asia I FERIX

Pacific/Asia ex-Japan Stk

´

Below Avg

QQQQQ

95.95

24.29

23.83

No

Fidelity Emerging Asia FSEAX

Pacific/Asia ex-Japan Stk

´

Average

QQQQQ

96.49

24.20

23.62

No

Invesco Asia Pacific Growth A ASIAX

Pacific/Asia ex-Japan Stk

*

Above Avg

QQQQ

55.64

11.06

12.61

No

Matthews Asia Small Companies Instl MISMX

Pacific/Asia ex-Japan Stk

´

Average

QQ

80.12

11.04

12.79

No

Matthews Asian Growth & Income Instl MICSX

Pacific/Asia ex-Japan Stk

*

Below Avg

QQQ

46.35

8.19

8.15

No

Matthews Pacific Tiger Instl MIPTX

Pacific/Asia ex-Japan Stk

*

Below Avg

QQQQ

65.53

9.27

12.60

No

T. Rowe Price New Asia PRASX

Pacific/Asia ex-Japan Stk

*

Below Avg

QQQQ

63.66

13.15

15.98

No

American Funds Capital World Gr&Inc R6 RWIGX

World Large Stock

*

Low

QQQQ

51.80

10.88

12.76

No

American Funds New Economy A ANEFX

World Large Stock

*

Below Avg

QQQQQ

60.98

15.61

18.19

No

American Funds New Perspective R6 RNPGX

World Large Stock

Œ

Low

QQQQQ

67.29

18.16

17.95

No

Artisan Global Discovery Instl APHDX

World Large Stock

´

Above Avg

QQQQQ

64.64

22.72

-

No

Artisan Global Equity Investor ARTHX

World Large Stock

´

Above Avg

QQQQQ

52.14

16.05

17.17

No

Artisan Global Opportunities Instl APHRX

World Large Stock

´

Below Avg

QQQQQ

58.06

18.17

18.72

No

Artisan Global Value Instl APHGX

World Large Stock

*

Average

QQ

65.94

8.84

10.86

No

BNY Mellon Global Stock - I DGLRX

World Large Stock

*

Average

QQQQ

43.26

14.82

14.45

No

BNY Mellon Worldwide Growth A PGROX

World Large Stock

´

Average

QQQQ

52.36

17.77

15.94

No

Boston Partners Global Equity Instl BPGIX

World Large Stock

*

Average

QQ

65.14

6.69

9.43

No

Causeway Global Value Inst CGVIX

World Large Stock

Œ

Below Avg

QQ

82.47

9.65

10.59

No

Davis Global Y DGFYX

World Large Stock

´

Low

QQQQ

70.33

12.48

15.87

No

DFA Global Equity I DGEIX

World Large Stock

*

Low

QQQ

66.63

11.79

13.51

No

Dodge & Cox Global Stock DODWX

World Large Stock

Œ

Low

QQQ

71.44

9.55

13.04

No

morningstar.com/lp/magazine

23


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
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
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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
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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
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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
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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
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
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