Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Vanguard Small Cap Index Adm VSMAX Vanguard Tax-Managed Small Cap Adm VTMSX Voya Russell Small Cap Index P2 VRSPX VY JPMorgan Small Cap Core Equity I IJSIX Westwood Quality SmallCap Fund Ultra WWSYX abrdn US Small Cap Equity Inst GSCIX Alger Small Cap Focus Z AGOZX Artisan Small Cap Instl APHSX Baron Discovery Instl BDFIX Baron Small Cap Instl BSFIX BlackRock Advantage Small Cap Gr Instl PSGIX Brown Capital Mgmt Small Co Instl BCSSX Champlain Small Company Instl CIPNX ClearBridge Small Cap Growth IS LMOIX Columbia Small Cap Growth Inst CMSCX Conestoga Small Cap Instl CCALX Fidelity Small Cap Growth FCPGX Fidelity Small Cap Growth K6 FOCSX Franklin Small Cap Growth R6 FSMLX Harbor Small Cap Growth Instl HASGX Invesco Discovery Y ODIYX Invesco Small Cap Growth R5 GTSVX Janus Henderson Triton N JGMNX Janus Henderson Venture D JANVX Loomis Sayles Small Cap Growth N LSSNX Lord Abbett Developing Growth R6 LADVX Meridian Growth Legacy MERDX Meridian Small Cap Growth Investor MISGX MFS New Discovery R6 MNDKX Neuberger Berman Genesis R6 NRGSX Royce Premier Instl RPFIX T. Rowe Price Instl Small-Cap Stock TRSSX T. Rowe Price QM US Small-Cap Gr Eq PRDSX T. Rowe Price Small-Cap Stock I OTIIX Vanguard Explorer Adm VEXRX Vanguard Small Cap Growth Index Adm VSGAX Victory RS Small Cap Growth Y RSYEX Virtus KAR Small-Cap Growth I PXSGX Morningstar Analyst Rating Morningstar Fee Level Small Blend * Low Small Blend * Low Small Blend ´ Low Small Blend ´ Below Avg Small Blend * Low Small Growth ´ Average Small Growth * Below Avg Small Growth * Below Avg Small Growth * Average Small Growth * Average Small Growth ´ Low Small Growth Œ Average Small Growth Œ Average Small Growth * Low Small Growth ´ Below Avg Small Growth * Below Avg Small Growth * Average Small Growth * Low Small Growth ´ Low Small Growth ´ Below Avg Small Growth * Low Small Growth ´ Low Small Growth * Low Small Growth * Low Small Growth * Below Avg Small Growth ´ Low Small Growth ´ Below Avg Small Growth ´ Above Avg Small Growth * Below Avg Small Growth * Low Small Growth ´ Average Small Growth * Low Small Growth Œ Low Small Growth * Low Small Growth ´ Low Small Growth Œ Low Small Growth ´ Average Small Growth ´ Average Morningstar Rating 1Yr QQQQ -20.75 QQQQQ -16.53 -25.32 QQQ QQQQ -19.37 -14.81 QQQ QQQQ -18.35 -47.32 -40.76 -40.44 -27.20 -33.21 -35.38 -24.15 -32.23 -45.62 QQ QQQ QQQ QQQ QQ QQ QQQ QQQ QQQ QQQQ -22.47 QQQQ -28.98 QQQQ -28.75 -38.54 QQ QQQQ -25.14 QQQQ -30.76 -39.08 QQQ QQQQ -24.02 -26.53 -26.80 -40.52 -29.20 -32.44 -36.06 QQQ QQQ QQQ QQQ QQ QQQ QQQQ -15.11 -14.79 QQQ QQQQ -23.15 QQQQ -23.52 QQQQ -23.17 QQQQ -24.04 -31.76 -44.03 QQQ QQ QQQQQ -25.35 3Yr 5.40 7.40 4.02 5.14 3.87 8.95 -7.20 0.47 5.75 5.28 2.24 -2.47 2.91 4.63 1.87 3.08 4.72 5.18 0.91 6.82 6.14 2.78 1.92 2.48 3.13 0.95 2.90 2.48 2.77 6.87 4.97 5.73 2.84 5.89 6.61 2.34 -6.52 5.09 morningstar.com/products/magazine 5Yr Closed to New Investors 6.88 No 7.28 No 5.07 No 6.17 No 5.03 No 7.46 No 5.10 Yes 8.40 No 9.43 No 9.03 No 6.01 No 5.35 Yes 5.83 Yes 10.13 Yes 9.33 Yes 9.19 Yes 9.59 No 9.87 No 7.27 No 9.14 No 11.31 Yes 6.22 Yes 7.11 Yes 6.61 Yes 8.33 No 11.69 Yes 6.16 Yes 5.70 Yes 9.92 No 9.03 No 7.53 No 9.18 Yes 6.65 No 9.25 Yes 9.92 No 6.80 No 2.70 No 14.53 Yes 13 Equityhttp://www.morningstar.com/products/magazine