Data Dashboard Medalist Mutual Funds Alternative Allocation Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating T. Rowe Price Spectrum Moderate Allc TRPBX Alloc-50% to 70% Equity * Below Avg Vanguard Balanced Index Adm VBIAX Alloc-50% to 70% Equity * Vanguard LifeStrategy Moderate Gr Inv VSMGX Alloc-50% to 70% Equity Vanguard STAR Inv VGSTX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 38.52 10.21 10.86 No Low QQQQQ 34.79 12.46 11.36 No * Low QQQ 32.92 9.75 9.76 No Alloc-50% to 70% Equity * Low QQQQQ 42.93 12.95 12.52 No Vanguard Wellington Adm VWENX Alloc-50% to 70% Equity Œ Low QQQQQ 32.95 11.45 11.19 Yes VY T. Rowe Price Capital Apprec S ITCSX Alloc-50% to 70% Equity Œ Average QQQQQ 39.48 15.20 13.35 No American Funds Growth and Inc Port A GAIOX Alloc-70% to 85% Equity * Low QQQQ 42.78 11.71 11.85 No American Funds Income Fund of Amer R6 RIDGX Alloc-70% to 85% Equity Œ Low QQQ 33.17 8.94 9.17 No Fidelity Four-in-One Index FFNOX Alloc-70% to 85% Equity * Low QQQQQ 48.21 12.59 12.76 No Fidelity Strategic Dividend & Income FSDIX Alloc-70% to 85% Equity * Below Avg QQQQ 41.40 12.29 10.91 No First Eagle US Value I FEVIX Alloc-70% to 85% Equity ´ Below Avg QQQ 45.67 9.12 9.97 No MFS Growth Allocation I MGWIX Alloc-70% to 85% Equity * Below Avg QQQQ 43.24 11.99 12.25 No T. Rowe Price Spectrum Mod Gr Allc TRSGX Alloc-70% to 85% Equity * Below Avg QQQQQ 49.40 11.89 13.05 No Vanguard LifeStrategy Growth Inv VASGX Alloc-70% to 85% Equity Œ Low QQQQ 45.30 11.34 11.88 No Hotchkis & Wiley Value Opps Instl HWAIX Alloc-85%+ Equity ´ Below Avg QQQ 88.10 12.90 14.43 No Manning & Napier Pro-Blend Max Term W MNHWX Alloc-85%+ Equity Œ Low QQQQQ 53.80 15.65 14.75 No MFS Aggressive Growth Allocation I MIAGX Alloc-85%+ Equity * Low QQQQQ 51.39 13.27 13.86 No AQR Multi-Asset I AQRIX Tactical Allocation * Low QQQ 17.47 6.00 7.48 No Eaton Vance Rich Bern All Asst Strat I EIRAX Tactical Allocation ´ Below Avg QQQQ 19.53 5.57 7.76 No American Beacon AHL TargetRisk Y AHTYX World Allocation ´ Average - 10.30 - - No American Funds Capital Income Bldr R6 RIRGX World Allocation Œ Low QQQQ 28.66 7.13 7.15 No American Funds Global Balanced R6 RGBGX World Allocation Œ Low QQQQQ 30.03 7.66 8.11 No BlackRock Dynamic High Income Instl BDHIX World Allocation ´ Low QQQ 32.54 6.82 8.41 No BlackRock Global Allocation Instl MALOX World Allocation * Below Avg QQQQQ 40.63 10.45 9.77 No DWS RREEF Real Assets Inst AAAZX World Allocation ´ Below Avg QQQ 33.94 9.30 8.06 No First Eagle Global I SGIIX World Allocation * Below Avg QQQQQ 40.31 8.10 8.78 No GMO Benchmark-Free Allocation III GBMFX World Allocation ´ Below Avg QQ 21.96 2.39 4.77 No GMO Global Asset Allocation III GMWAX World Allocation ´ Low QQQ 33.43 6.66 7.83 No Invesco Balanced-Risk Allocation Y ABRYX World Allocation ´ Average QQQQ 25.90 6.37 7.31 No JPMorgan Global Allocation I GAOSX World Allocation * Low QQQQQ 39.27 8.66 9.81 No Loomis Sayles Global Allocation Y LSWWX World Allocation * Below Avg QQQQQ 36.98 11.52 12.40 No MFS Global Total Return I MFWIX World Allocation ´ Below Avg QQQQ 30.21 7.47 7.72 No PIMCO Dividend and Income Instl PQIIX World Allocation ´ Low QQQ 46.33 5.45 8.04 No T. Rowe Price Global Allocation RPGAX World Allocation * Below Avg QQQQQ 40.68 9.58 10.29 No Vanguard Global Wellington Adm VGWAX World Allocation * Low QQQQQ 32.78 9.65 - No Wells Fargo Absolute Return Inst WABIX World Allocation ´ Average QQ 21.14 2.02 4.36 No Abbey Capital Futures Strategy I ABYIX Managed Futures * Average QQQQ 7.53 6.15 2.02 No AlphaSimplex Mgd Futs Strat Y ASFYX Managed Futures ´ Below Avg QQQQ 11.14 5.76 1.35 No 4