Data Dashboard Medalist Mutual Funds Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Fidelity New Millennium FMILX Large Blend ´ Below Avg Fidelity Total Market Index FSKAX Large Blend Œ Fidelity U.S. Sustainability Index FITLX Large Blend FMI Large Cap Instl FMIQX Closed to New Investors 1Yr 3Yr 5Yr QQ 66.62 12.27 14.13 No Low QQQQ 62.68 17.06 16.62 No ´ Low QQQQ 55.66 17.42 - No Large Blend Œ Below Avg QQ 52.92 12.20 12.89 No Glenmede Quant US Large Cap Core Eq GTLOX Large Blend ´ Average QQ 63.41 11.09 13.15 No Hartford Core Equity I HGIIX Large Blend ´ Low QQQQ 53.74 17.26 16.04 No Invesco Main Street Y MIGYX Large Blend ´ Below Avg QQQ 54.95 15.98 14.34 No iShares S&P 500 Index K WFSPX Large Blend Œ Low QQQQQ 56.24 16.77 16.27 No Janus Henderson US Managed Volatility I JRSIX Large Blend ´ Below Avg QQ 46.39 10.82 11.61 No JPMorgan Equity Index R6 OGFAX Large Blend Œ Low QQQQ 56.35 16.74 16.24 No JPMorgan US Equity R6 JUEMX Large Blend ´ Low QQQQQ 61.13 18.91 17.76 No Lazard US Equity Concentrated Instl LEVIX Large Blend ´ Average QQQ 49.06 13.52 12.46 No Mairs & Power Growth Inv MPGFX Large Blend * Below Avg QQQ 54.18 17.01 14.07 No MFS Blended Research Core Equity I MUSEX Large Blend ´ Low QQQ 56.63 14.83 14.10 No MFS Core Equity R6 MRGKX Large Blend ´ Below Avg QQQQQ 55.46 17.23 17.46 No MFS Massachusetts Investors Tr A MITTX Large Blend * Below Avg QQQ 52.40 14.97 15.48 No MFS Research I MRFIX Large Blend ´ Below Avg QQQQ 50.70 16.11 16.12 No Neuberger Berman Multi-Cap Opp Inst NMULX Large Blend * Average QQQ 60.43 13.88 15.77 No Neuberger Berman Sustainable Eq Instl NBSLX Large Blend ´ Below Avg QQQ 63.76 15.03 14.77 No Parnassus Core Equity Investor PRBLX Large Blend * Average QQQQQ 56.24 19.30 16.27 No PIMCO StocksPLUS Absolute Return Instl PSPTX Large Blend ´ Below Avg QQQQQ 65.72 16.85 17.48 No PIMCO StocksPLUS Instl PSTKX Large Blend ´ Low QQQQ 60.01 16.71 16.51 No PRIMECAP Odyssey Stock POSKX Large Blend Œ Below Avg QQQ 67.26 13.67 15.88 No Schwab S&P 500 Index SWPPX Large Blend Œ Low QQQQ 56.33 16.75 16.25 No Schwab Total Stock Market Index SWTSX Large Blend Œ Low QQQQ 62.60 17.01 16.55 No Selected American Shares D SLADX Large Blend ´ Below Avg QQ 72.97 14.30 16.10 No T. Rowe Price Dividend Growth PRDGX Large Blend * Below Avg QQQQ 47.00 16.01 15.09 No T. Rowe Price Equity Index 500 Z TRHZX Large Blend Œ Low QQQQ 56.34 16.62 16.10 Yes T. Rowe Price Spectrum Diversified Eq PRSGX Large Blend ´ Below Avg QQ 60.70 13.21 14.78 No T. Rowe Price Total Equity Market Idx POMIX Large Blend * Low QQQQ 61.30 16.49 16.18 No TIAA-CREF Growth & Income W TGIWX Large Blend ´ Low QQQQ 62.73 15.59 16.26 No TIAA-CREF Social Choice Eq Instl TISCX Large Blend ´ Low QQQQ 62.31 17.11 16.69 No Vanguard 500 Index Adm VFIAX Large Blend Œ Low QQQQQ 56.33 16.75 16.26 No Vanguard Dividend Appreciation Idx Adm VDADX Large Blend * Low QQQ 44.86 15.45 14.80 No Vanguard Dividend Growth Inv VDIGX Large Blend Œ Low QQQQ 41.25 15.70 13.84 No Vanguard FTSE Social Index Adm VFTAX Large Blend * Low QQQQQ 60.37 18.72 18.05 No Vanguard Growth & Income Adm VGIAX Large Blend * Low QQQQ 58.55 16.31 15.86 No Vanguard Instl Index Instl Pl VIIIX Large Blend Œ Low QQQQQ 56.37 16.78 16.29 No 6