Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Vanguard Inflation-Protected Secs I VIPIX Vanguard Shrt-Trm Infl-Prot Sec Idx Adm VTAPX AB Income Advisor ACGYX Allspring Core Plus Bond Instl WIPIX Baird Core Plus Bond Inst BCOIX BlackRock Total Return Instl MAHQX Carillon Reams Core Plus Bond I SCPZX Columbia Total Return Bond Inst3 CTBYX Dodge & Cox Income I DODIX DoubleLine Total Return Bond I DBLTX Federated Hermes Total Return Bond IS FTRBX Fidelity Total Bond Fund FTBFX Guggenheim Total Return Bond Instl GIBIX Harbor Core Plus Instl HABDX Hartford Total Return Bond F ITBFX Invesco Core Plus Bond R6 CPBFX JHancock Bond R6 JHBSX JPMorgan Core Plus Bond R6 JCPUX Loomis Sayles Core Plus Bond Y NERYX Loomis Sayles Investment Grade Bond Y LSIIX Metropolitan West Total Return Bd I MWTIX MFS Total Return Bond R6 MRBKX PGIM Total Return Bond R6 PTRQX PIMCO Total Return ESG Instl PTSAX PIMCO Total Return Instl PTTRX Pioneer Bond K PBFKX TCW Total Return Bond I TGLMX TIAA-CREF Core Bond Instl TIBDX TIAA-CREF Core Plus Bond Instl TIBFX TIAA-CREF Green Bond Instl TGRNX Voya Intermediate Bond I IICIX Western Asset Core Plus Bond I WACPX American Funds Bond Fund of Amer F2 ABNFX Baird Aggregate Bond Inst BAGIX Fidelity Intermediate Bond FTHRX Fidelity Investment Grade Bond FBNDX Fidelity Mortgage Securities FMSFX Fidelity US Bond Index FXNAX 16 Morningstar Analyst Rating Morningstar Fee Level Inflation-Protected Bond ´ Low Inflation-Protected Bond Œ Low Interm Core-Plus Bond ´ Average Interm Core-Plus Bond * Low Interm Core-Plus Bond * Low Interm Core-Plus Bond Œ Below Avg Interm Core-Plus Bond ´ Below Avg Interm Core-Plus Bond ´ Low Interm Core-Plus Bond Œ Below Avg Interm Core-Plus Bond ´ Below Avg Interm Core-Plus Bond * Low Interm Core-Plus Bond Œ Below Avg Interm Core-Plus Bond ´ Below Avg Interm Core-Plus Bond ´ Low Interm Core-Plus Bond ´ Low Interm Core-Plus Bond ´ Below Avg Interm Core-Plus Bond * Low Interm Core-Plus Bond * Low Interm Core-Plus Bond Œ Below Avg Interm Core-Plus Bond * Below Avg Interm Core-Plus Bond * Below Avg Interm Core-Plus Bond * Low Interm Core-Plus Bond * Low Interm Core-Plus Bond Œ Below Avg Interm Core-Plus Bond Œ Below Avg Interm Core-Plus Bond * Low Interm Core-Plus Bond ´ Below Avg Interm Core-Plus Bond * Low Interm Core-Plus Bond * Low Interm Core-Plus Bond ´ Below Avg Interm Core-Plus Bond * Low Interm Core-Plus Bond Œ Below Avg Intermediate Core Bond * Low Intermediate Core Bond Œ Low Intermediate Core Bond ´ Below Avg Intermediate Core Bond ´ Below Avg Intermediate Core Bond ´ Below Avg Intermediate Core Bond Œ Low Morningstar Rating QQQQ QQQQ QQQ 1Yr -4.98 0.97 -13.12 QQQQQ -11.33 QQQQ -11.03 QQQQ -11.67 QQQQQ -10.91 QQQQ -13.92 QQQQQ -9.95 -8.43 QQQQ QQQQQ -9.76 QQQQ -10.95 QQQQQ -12.83 QQQQ -10.80 QQQQ -12.04 -13.53 QQQ QQQQ -12.16 QQQQ -10.16 QQQQ -11.23 QQQQQ -10.04 QQQQ -11.63 -11.25 -12.53 -12.87 -11.11 QQQ QQQ QQ QQQ QQQQ -10.13 -11.66 -11.36 QQQ QQQ QQQQ -11.55 -10.81 QQQ QQQQ -11.67 -16.07 QQQ QQQQQ -9.71 QQQQQ -11.02 -7.87 QQQQ QQQQQ -10.60 -9.37 QQQ QQQ -10.35 3Yr 3.05 3.39 -1.53 0.53 -0.49 -0.65 1.32 -0.09 0.29 -1.11 0.46 -0.18 0.27 -0.50 -0.73 -0.62 -0.59 -0.45 -0.26 1.07 -0.80 -0.59 -1.34 -1.26 -0.77 0.39 -1.32 -0.94 -0.78 5Yr Closed to New Investors 3.15 No 2.93 No 0.48 No 1.92 No 1.29 No 1.06 No 2.40 No 1.66 No 1.72 No 0.80 No 1.75 No 1.42 No 1.56 No 1.19 No 1.16 No 0.98 No 1.27 No 1.33 No 1.39 No 2.19 No 1.05 No 1.16 No 1.08 No 0.62 No 0.99 No 1.78 No 0.65 No 0.94 No 1.10 No -0.47 - No -0.93 -2.19 0.34 -0.73 -0.05 -0.10 -1.44 -0.94 1.03 No 0.39 No 1.59 No 1.07 No 1.18 No 1.52 No 0.33 No 0.86 No Fixed Income