Data Dashboard Medalist Mutual Funds Target Date Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating T. Rowe Price Retirement 2035 TRRJX Target-Date 2035 Œ Average T. Rowe Price Retirement I 2035 I TRPJX Target-Date 2035 Œ TIAA-CREF Lifecycle Index 2035 Instl TLYIX Target-Date 2035 Vanguard Instl Trgt Retire 2035 Instl VITFX Vanguard Target Retirement 2035 Inv VTTHX Closed to New Investors 1Yr 3Yr 5Yr QQQQQ 50.74 12.15 12.87 No Below Avg QQQQQ 50.72 12.24 12.99 No ´ Low QQQQQ 41.18 11.59 11.97 No Target-Date 2035 * Low QQQ 41.85 10.90 11.61 No Target-Date 2035 * Low QQQQ 41.87 10.86 11.57 No *Not all funds in each target-date series are listed here. However, the same share classes of other funds in each series have the same Analyst Rating. Medalist Exchange-Traded Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating 1Yr 3Yr 5Yr Assets $Bil Avantis U.S. Equity AVUS Large Blend ´ Low - 71.83 - - 1.00 Goldman Sachs ActiveBeta US LgCp Eq GSLC Large Blend * Low QQQ 53.52 15.92 15.45 12.72 Goldman Sachs JUST US Large Cap Eq JUST Large Blend ´ Low - 57.67 - - 0.22 Invesco S&P 500 Low Volatility SPLV Large Blend * Low Q 26.23 9.71 9.90 7.78 Invesco S&P 500 Quality SPHQ Large Blend * Low QQQQ 50.33 16.09 14.52 2.63 iShares Core S&P 500 IVV Large Blend Œ Low QQQQQ 56.31 16.74 16.25 273.58 Œ Low QQQQ 62.58 17.03 16.59 37.66 18.17 - 16.37 iShares Core S&P Total US Stock Mkt ITOT Large Blend iShares ESG Aware MSCI USA ESGU Large Blend * Low QQQQQ 59.82 iShares ESG MSCI USA Leaders SUSL Large Blend * Low - 55.70 - - 3.35 iShares MSCI KLD 400 Social DSI Large Blend ´ Low QQQQQ 58.42 17.81 16.46 3.03 iShares MSCI USA ESG Select SUSA Large Blend * Low QQQQQ 61.91 18.47 17.33 3.07 iShares MSCI USA Min Vol Factor USMV Large Blend * Low QQ 30.45 12.26 11.73 28.65 iShares MSCI USA Quality Factor QUAL Large Blend * Low QQQ 52.62 15.74 15.24 20.38 iShares Russell 1000 IWB Large Blend * Low QQQQ 60.37 17.16 16.51 28.28 iShares Russell 3000 IWV Large Blend ´ Low QQQQ 62.21 16.91 16.44 11.37 Schwab US Broad Market SCHB Large Blend Œ Low QQQQ 62.45 17.05 16.58 20.32 Schwab US Large-Cap SCHX Large Blend Œ Low QQQQQ 59.64 17.33 16.70 28.92 SPDR MSCI USA StrategicFactors QUS Large Blend * Low QQQ 48.04 15.52 15.09 0.92 SPDR Port S&P 1500 Comps Stk Mkt SPTM Large Blend Œ Low QQQQ 58.74 16.56 16.28 4.90 SPDR Portfolio S&P 500 SPLG Large Blend Œ Low QQQQ 56.36 16.88 16.36 9.69 26