Morningstar - Q2 2021 - M9

Medalist Mutual Funds

Equity

Annualized Total Return %
Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

T. Rowe Price Instl Large Cap Core Gr TPLGX

Large Growth

*

Below Avg

T. Rowe Price Lrg Cp Gr I TRLGX

Large Growth

*

Vanguard Capital Opportunity Adm VHCAX

Large Growth

Vanguard Growth Index Adm VIGAX

Closed
to New
Investors

1Yr

3Yr

5Yr

QQQQ

55.92

19.44

21.35

No

Below Avg

QQQQQ

67.97

22.71

24.05

No

Œ

Low

QQQ

68.61

17.20

19.32

Yes

Large Growth

Œ

Low

QQQQ

64.95

23.10

20.60

No

Vanguard Mega Cap Growth Index Instl VMGAX

Large Growth

Œ

Low

QQQQ

63.73

23.68

21.31

No

Vanguard PRIMECAP Adm VPMAX

Large Growth

Œ

Low

QQQ

61.74

16.80

18.83

Yes

Vanguard US Growth Adm VWUAX

Large Growth

´

Low

QQQQQ

78.04

26.40

23.38

No

Wells Fargo Growth Inst SGRNX

Large Growth

´

Average

QQQQ

74.20

23.73

23.52

No

Wells Fargo Premier Large Co Gr R6 EKJFX

Large Growth

´

Below Avg

QQQQ

69.28

22.26

21.23

No

American Beacon Large Cap Value R5 AADEX

Large Value

´

Below Avg

QQQ

68.21

11.30

12.89

No

American Century Equity Income I ACIIX

Large Value

*

Below Avg

QQQQ

35.67

9.42

10.23

No

American Century Focused Lg Cap Val R6 ALVDX

Large Value

´

Low

QQQ

47.29

10.52

10.99

No

American Century Value Y AVUYX

Large Value

´

Below Avg

QQQ

63.54

11.13

11.26

No

American Funds American Mutual A AMRMX

Large Value

Œ

Below Avg

QQQQ

38.13

11.24

11.79

No

AMG River Road Dividend All Cap Value I ARIDX

Large Value

´

Average

QQQ

53.07

8.47

8.40

No

AMG Yacktman Focused N YAFFX

Large Value

*

High

QQQQQ

60.17

16.04

14.68

No

AMG Yacktman I YACKX

Large Value

*

Average

QQQQQ

60.21

15.25

13.88

No

Artisan Value Instl APHLX

Large Value

´

Average

QQQQ

71.94

12.78

13.62

No

BlackRock Advantage Large Cap Val Inv A MDLVX

Large Value

´

Average

QQQ

54.81

10.08

12.22

No

BlackRock Equity Dividend Instl MADVX

Large Value

*

Below Avg

QQQQ

53.12

12.10

13.11

No

BNY Mellon Dynamic Value Fund A DAGVX

Large Value

´

Average

QQQ

69.47

10.87

12.95

No

Boston Partners All Cap Value Instl BPAIX

Large Value

*

Average

QQQ

62.97

9.64

12.45

No

Calvert US Large Cap Value Rspnb Idx I CFJIX

Large Value

´

Low

QQQQ

64.31

12.96

13.58

No

ClearBridge Large Cap Value I SAIFX

Large Value

*

Low

QQQQ

52.40

11.97

11.67

No

Columbia Dividend Income Inst GSFTX

Large Value

*

Below Avg

QQQQQ

45.57

13.62

13.78

No

DFA US Large Cap Value I DFLVX

Large Value

*

Low

QQQ

66.52

8.98

12.29

No

Diamond Hill Large Cap Y DHLYX

Large Value

Œ

Below Avg

QQQQQ

64.92

14.52

14.57

Yes

Dodge & Cox Stock DODGX

Large Value

Œ

Low

QQQQ

75.26

13.59

15.86

No

Fidelity Advisor Equity Value I FAIVX

Large Value

´

Average

QQQ

62.52

11.42

11.38

No

Fidelity Equity-Income FEQIX

Large Value

´

Below Avg

QQQQ

49.40

12.61

12.24

No

Fidelity Value Discovery FVDFX

Large Value

´

Below Avg

QQQQ

62.76

11.58

11.50

No

Fidelity Value Discovery K6 FDVKX

Large Value

´

Low

QQQQ

63.18

11.67

-

No

Franklin Equity Income Adv FEIFX

Large Value

´

Below Avg

QQQQ

46.56

11.73

11.85

No

Goldman Sachs Large Cp Val Insghts Instl GCVIX

Large Value

´

Below Avg

QQQ

54.83

8.18

11.43

No

Hartford Dividend and Growth F HDGFX

Large Value

´

Below Avg

QQQQQ

53.82

14.00

14.24

No

Hartford Equity Income F HQIFX

Large Value

*

Below Avg

QQQQ

46.44

11.35

12.09

No

Hotchkis & Wiley Large Cap Value Z HWLZX

Large Value

´

Average

QQ

86.52

10.57

13.06

No

Invesco Comstock R6 ICSFX

Large Value

*

Low

QQQ

72.03

9.81

12.99

No

morningstar.com/lp/magazine

9


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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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