Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category American Funds Tax-Exmpt Fnd of CA F2 TEFEX Fidelity California Municipal Income FCTFX Vanguard CA Long-Term Tax-Exmpt Adm VCLAX American Funds Tax Exempt Bond F3 TFEBX BlackRock National Municipal Instl MANLX Fidelity Interm Muni Inc FLTMX T. Rowe Price Summit Municipal Intrm I PRTMX Vanguard Interm-Term Tx-Ex Adm VWIUX Vanguard Tax-Exempt Bond Index Adm VTEAX Western Asset Intermediate-Term Muni IS SMLSX Fidelity Municipal Income FHIGX Fidelity Tax-Free Bond FTABX MainStay MacKay Tax Free Bond I MTBIX MFS Municipal Income I MIMIX T. Rowe Price Summit Municipal Inc I PRIMX T. Rowe Price Tax Free Income I TFILX Vanguard High-Yield Tax-Exempt Adm VWALX Vanguard Long-Term Tax-Exempt Adm VWLUX Western Asset Managed Municipals I SMMYX American Funds Limited Term Tx-Ex B F3 FLTEX Fidelity Limited Term Municipal Income FSTFX T. Rowe Price Tax-Free Shrt-Interm I TTSIX Vanguard Ltd-Term Tx-Ex Adm VMLUX Vanguard Short-Term Tx-Ex Adm VWSUX Fidelity New York Municipal Income FTFMX Vanguard NY Long-Term Tax-Exempt Adm VNYUX BlackRock Strategic Income Opps Instl BSIIX Columbia Strategic Income Inst LSIZX Guggenheim Macro Opportunities Instl GIOIX Metropolitan West Unconstrained Bd I MWCIX PIMCO Dynamic Bond Instl PFIUX PIMCO Mortgage Opportunities and BdInstl PMZIX Vanguard Short-Term Federal Adm VSGDX Vanguard Short-Term Treasury Idx Adm VSBSX Victory INCORE Fund for Income I VFFIX American Funds Interm Bd Fd of Amer R6 RBOGX Baird Short-Term Bond Inst BSBIX BlackRock Low Duration Bond K CLDBX 18 Morningstar Analyst Rating Morningstar Fee Level Muni California Long Œ Low Muni California Long * Low Muni California Long Œ Low Muni National Interm Œ Low Muni National Interm * Low Muni National Interm * Low Muni National Interm * Low Muni National Interm Œ Low Muni National Interm Œ Low Muni National Interm ´ Low Muni National Long * Low Muni National Long Œ Low Muni National Long ´ Low Muni National Long ´ Low Muni National Long * Low Muni National Long * Low Muni National Long Œ Low Muni National Long Œ Low Muni National Long ´ Low Muni National Short ´ Low Muni National Short * Below Avg Muni National Short * Below Avg Muni National Short Œ Low Muni National Short Œ Low Muni New York Long * Low Muni New York Long * Low Nontraditional Bond Œ Low Nontraditional Bond * Low Nontraditional Bond ´ Average Nontraditional Bond * Below Avg Nontraditional Bond * Below Avg Nontraditional Bond * Low Short Government * Low Short Government Œ Low Short Government ´ Average Short-Term Bond ´ Low Short-Term Bond Œ Low Short-Term Bond * Low Morningstar Rating QQQ QQQ 1Yr -9.55 -8.87 QQQQ -10.63 QQQQQ -8.73 -9.89 -6.73 -7.67 -7.45 -8.23 QQQ QQQQ QQQQ QQQQ QQQ QQQQQ -7.23 QQQQ -10.00 QQQQ -10.00 QQQQ -10.40 -9.78 -9.71 -9.28 QQQQ QQQQ QQQQ QQQQQ -10.74 QQQQ -10.21 -9.21 QQQQ QQQQQ -5.20 -4.61 -4.12 -3.32 -1.31 QQQQ QQQQ QQQQ QQQQ QQQ -10.04 QQQQ -10.68 QQQQQ -5.72 QQQQ -10.75 QQQQQ -8.82 -8.22 -7.24 -5.42 QQQQ QQQ QQQQ QQQQQ -4.27 -3.60 -4.90 -5.30 -4.03 -5.41 QQQQ QQQ QQQQ QQQQ QQQ 3Yr -0.61 -0.56 -0.61 -0.07 -0.83 0.11 -0.16 0.08 -0.19 0.27 -0.43 -0.34 -0.23 -0.27 -0.24 -0.19 -0.02 -0.14 -0.07 0.26 0.09 0.23 0.53 0.59 -0.76 -0.53 1.60 0.22 1.44 -0.28 0.03 1.06 0.45 0.12 -0.55 0.84 0.53 -0.10 5Yr Closed to New Investors 1.33 No 1.26 No 1.45 No 1.66 No 1.07 No 1.56 No 1.22 No 1.52 No 1.44 No 1.47 No 1.65 No 1.69 No 1.76 No 1.66 No 1.47 No 1.42 No 2.17 No 1.78 No 1.51 No 1.27 No 0.95 No 0.88 No 1.23 No 1.01 No 1.10 No 1.38 No 2.33 No 1.84 No 1.70 No 1.21 No 1.55 No 1.93 No 1.14 No 0.83 No 0.54 No 1.54 No 1.32 No 0.97 No Fixed Income