Data Dashboard Medalist Mutual Funds Specialty International Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Harding Loevner Global Equity Inst HLMVX World Large Stock ´ Below Avg Invesco Global Y OGLYX World Large Stock ´ MFS Global Equity R6 MWEMX World Large Stock Morgan Stanley Inst Global Franchise I MSFAX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 58.35 14.15 16.34 No Below Avg QQQQ 65.06 13.87 16.68 No Œ Below Avg QQQ 51.74 12.70 12.86 No World Large Stock ´ Below Avg QQQQQ 31.91 13.88 13.41 No Morgan Stanley Inst Global Opp I MGGIX World Large Stock ´ Average QQQQQ 73.97 22.96 25.20 Yes Oakmark Global Investor OAKGX World Large Stock * Average QQ 85.83 9.27 12.76 No Oakmark Global Select Investor OAKWX World Large Stock * Average QQQ 80.73 9.86 12.17 No Pax Global Environmental Mrkts Instl PGINX World Large Stock ´ Average QQQQ 68.61 14.38 14.90 No Pax Global Opportunities Instl PXGOX World Large Stock ´ Below Avg - 51.87 - - No PGIM Jennison Global Opportunities Z PRJZX World Large Stock ´ Below Avg QQQQQ 81.71 25.12 24.81 No Polaris Global Value PGVFX World Large Stock ´ Average QQQ 73.27 9.16 11.15 No T. Rowe Price Global Growth Stock I RGGIX World Large Stock Œ Low QQQQQ 78.40 20.70 20.22 No Tweedy, Browne Value TWEBX World Large Stock ´ Above Avg QQ 35.58 5.66 8.27 No Tweedy, Browne Worldwide Hi Div Yld Val TBHDX World Large Stock ´ Above Avg QQ 33.80 4.37 7.86 No Vanguard Global Equity Inv VHGEX World Large Stock * Low QQQQ 63.63 14.43 15.48 No Vanguard Global ESG Select Stk Adm VESGX World Large Stock ´ Low - 55.37 - - No Vanguard Total World Stock Index Adm VTWAX World Large Stock Œ Low QQQ 57.85 12.19 13.55 No Virtus Vontobel Global Opportunities I WWOIX World Large Stock ´ Average QQQQ 46.29 13.77 14.36 No VY Invesco Oppenheimer Global I IGMIX World Large Stock ´ Below Avg QQQQ 65.69 13.88 16.66 No American Funds SMALLCAP World A SMCWX World Small/Mid Stock * Average QQQQ 83.19 18.24 18.26 No Vanguard Global Minimum Volatility Admr VMNVX World Small/Mid Stock Œ Low QQ 25.33 6.39 8.07 No Wells Fargo Global Small Cap A EKGAX World Small/Mid Stock ´ High QQQ 65.34 11.16 14.03 No PIMCO CommoditiesPLUS Strategy Instl PCLIX Commodities Broad Basket * Below Avg QQQ 71.97 1.68 7.65 No PIMCO Commodity Real Ret Strat Instl PCRIX Commodities Broad Basket * Below Avg QQQ 52.89 2.07 4.15 No T. Rowe Price Comm & Tech Investor PRMTX Communications * Below Avg QQQQQ 64.03 25.00 24.02 No Vanguard Energy Adm VGELX Equity Energy * Low QQQQQ 30.25 -9.58 -1.65 No Gabelli Gold I GLDIX Equity Precious Metals ´ Above Avg QQQQ 37.33 13.91 9.18 No Sprott Gold Equity Investor SGDLX Equity Precious Metals ´ Average QQQQ 46.59 10.98 8.13 No VanEck International Investors Gold Y INIYX Equity Precious Metals ´ Average QQQ 51.71 13.66 11.95 No Davis Financial Y DVFYX Financial * Below Avg QQQ 70.18 7.70 12.15 No Emerald Banking and Finance Instl HSSIX Financial ´ Above Avg QQQ 146.89 12.83 17.98 No JHancock Financial Industries A FIDAX Financial ´ Below Avg QQQ 65.68 8.98 13.82 No JHancock Regional Bank A FRBAX Financial ´ Above Avg QQQ 97.94 5.66 14.46 No Brookfield Global Listed Real Estate Y BLRYX Global Real Estate ´ Average QQ 36.27 4.20 4.05 No Invesco Global Real Estate Income R6 ASRFX Global Real Estate ´ Below Avg QQQ 28.94 5.35 4.69 No Principal Global Real Estate Sec Instl POSIX Global Real Estate * Average QQQQ 35.03 6.98 6.17 No Third Avenue Real Estate Value Instl TAREX Global Real Estate ´ Above Avg QQ 42.75 0.22 5.06 No Vanguard Global ex-US Real Est Idx Adm VGRLX Global Real Estate ´ Low QQ 32.32 1.47 5.30 No 24