Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Diamond Hill Small-Mid Cap Y DHMYX Fidelity Low-Priced Stock FLPSX Fidelity Low-Priced Stock K6 FLKSX Harbor Mid Cap Value Instl HAMVX Hotchkis & Wiley Mid-Cap Value I HWMIX Janus Henderson Mid Cap Value T JMCVX JHancock Disciplined Value Mid Cap I JVMIX JPMorgan Mid Cap Value L FLMVX MFS Mid Cap Value R6 MVCKX Principal Small-MidCap Dividend Inc Inst PMDIX Touchstone Mid Cap Value Inst TCVIX Transamerica Small/Mid Cap Value R6 TASMX Vanguard Mid-Cap Value Index Adm VMVAX Vanguard Selected Value Inv VASVX Victory Sycamore Established Value R6 VEVRX Virtus Ceredex Mid-Cap Value Equity R6 SMVZX VY American Century Sm-Mid Cp Val I IACIX VY JPMorgan Mid Cap Value S IJMSX Boston Trust Walden Small Cap BOSOX Columbia Small Cap Index Inst NMSCX DFA US Micro Cap I DFSCX DFA US Small Cap I DFSTX Fidelity Small Cap Discovery FSCRX Goldman Sachs Small Cap Value Inst GSSIX Harbor Small Cap Value Instl HASCX Hartford Schroders US Small Cap Opps I SCUIX Invesco Small Cap Equity R6 SMEFX JPMorgan Small Cap Equity I VSEIX Mairs & Power Small Cap MSCFX Neuberger Berman Intrinsic Value Instl NINLX PIMCO StocksPLUS Small Instl PSCSX Royce Pennsylvania Mutual Invmt PENNX Schwab Fundamental US Small Company Idx SFSNX Schwab Small Cap Index SWSSX T. Rowe Price Small-Cap Value PRSVX Tributary Small Company Instl Plus FOSBX Vanguard Russell 2000 Index I VRTIX Vanguard S&P Small-Cap 600 Index I VSMSX 12 Morningstar Analyst Rating Morningstar Fee Level Mid-Cap Value * Below Avg Mid-Cap Value ´ Low Mid-Cap Value ´ Low Mid-Cap Value Œ Below Avg Mid-Cap Value ´ Average Mid-Cap Value * Below Avg Mid-Cap Value * Average Mid-Cap Value * Below Avg Mid-Cap Value * Low Mid-Cap Value ´ Below Avg Mid-Cap Value ´ Below Avg Mid-Cap Value ´ Below Avg Mid-Cap Value Œ Low Mid-Cap Value ´ Low Mid-Cap Value * Low Mid-Cap Value ´ Below Avg Mid-Cap Value ´ Below Avg Mid-Cap Value ´ Above Avg Small Blend * Average Small Blend * Low Small Blend * Low Small Blend * Low Small Blend * Average Small Blend ´ Below Avg Small Blend * Below Avg Small Blend ´ Average Small Blend ´ Low Small Blend * Average Small Blend * Below Avg Small Blend * Average Small Blend ´ Low Small Blend ´ Below Avg Small Blend * Low Small Blend ´ Low Small Blend * Low Small Blend * Below Avg Small Blend ´ Low Small Blend * Low Morningstar Rating QQQ 1Yr -9.83 QQQQQ -9.88 QQQQQ -9.13 -9.50 -2.34 -6.72 QQ Q QQQ QQQQQ -9.04 -7.35 -6.13 -7.45 -5.60 -6.19 -6.05 -8.68 QQQQ QQQQ QQQ QQQQ QQQ QQQQ QQQ QQQQQ -4.16 -12.88 QQQ QQQQQ -5.41 -7.88 QQQ QQQQQ -6.33 QQQQQ -17.06 QQQQ -13.47 QQQQ -14.07 -12.67 -13.30 QQQ QQQ QQQQ -13.03 QQQQ -15.00 -23.84 QQQ QQQQ -16.96 QQQQ -14.08 QQQQ -22.51 -28.62 -17.56 QQ QQQ QQQQ -15.72 -25.20 QQQ QQQQ -14.80 -6.75 QQQQ QQQ -25.20 QQQQQ -16.90 3Yr 6.32 9.73 9.95 5.62 9.01 4.25 7.81 6.66 8.47 4.07 8.93 8.15 7.53 8.28 11.25 4.88 9.24 6.26 8.28 7.06 7.85 7.77 8.27 4.03 5.91 5.55 6.87 5.47 5.15 8.42 2.61 5.61 7.75 4.26 6.57 6.96 4.28 7.32 5Yr Closed to New Investors 5.42 Yes 8.14 No 8.53 No 3.69 No 4.88 No 4.85 No 6.86 No 6.26 Yes 7.80 No 3.79 No 6.44 No 7.13 No 7.10 No 5.91 No 10.21 Yes 5.94 No 7.43 No 5.88 No 9.28 No 6.97 No 6.43 No 6.40 No 6.17 No 4.39 No 6.37 Yes 6.21 No 6.18 No 6.74 Yes 5.24 No 8.25 No 4.28 No 6.81 No 6.91 No 5.22 No 6.67 No 5.60 No 5.25 No 7.20 No Equity