Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Oakmark Global Investor OAKGX Oakmark Global Select Instl OANWX Polaris Global Value PGVFX Tweedy, Browne Value TWEBX Allspring Special Global Small Cap A EKGAX American Funds SMALLCAP World A SMCWX Matthews India Investor MINDX Matthews Japan Instl MIJFX T. Rowe Price Japan PRJPX T. Rowe Price Latin America PRLAX Matthews Korea Investor MAKOX Invesco EQV Asia Pacific Equity Y ASIYX Matthews Asian Growth & Income Instl MICSX Matthews EM Sm Coms Instl MISMX Matthews Pacific Tiger Instl MIPTX T. Rowe Price New Asia PRASX PIMCO CommoditiesPLUS Strategy I2 PCLPX PIMCO Commodity Real Ret Strat Instl PCRIX T. Rowe Price Comm & Tech Investor PRMTX Vanguard Energy Adm VGELX Gabelli Gold I GLDIX Sprott Gold Equity Investor SGDLX VanEck International Investors Gold Y INIYX Davis Financial Y DVFYX JHancock Financial Industries A FIDAX JHancock Regional Bank A FRBAX Invesco Global Real Estate Income R6 ASRFX Principal Global Real Estate Sec Instl POSIX Third Avenue Real Estate Value Instl TAREX Vanguard Global ex-US Real Est Idx Adm VGRLX Eventide Healthcare & Life Sciences I ETIHX Fidelity Select Health Care FSPHX Fidelity Advisor Health Care I FHCIX Hartford Healthcare F HGHFX PGIM Jennison Health Sciences Z PHSZX T. Rowe Price Health Sciences PRHSX Vanguard Health Care Adm VGHAX Lazard Global Listed Infrastructure Inst GLIFX 24 Morningstar Analyst Rating Morningstar Fee Level Global Large-Stock Value * Above Avg Global Large-Stock Value ´ Below Avg Global Large-Stock Value ´ Average Global Large-Stock Value ´ High Global Small/Mid Stock ´ Above Avg Global Small/Mid Stock * Below Avg India Equity * Average Japan Stock * Average Japan Stock * Above Avg Latin America Stock * Above Avg Miscellaneous Region ´ High Pacific/Asia ex-Japan Stk * Average Pacific/Asia ex-Japan Stk * Below Avg Pacific/Asia ex-Japan Stk ´ Average Pacific/Asia ex-Japan Stk Œ Below Avg Pacific/Asia ex-Japan Stk * Below Avg Commodities Broad Basket * Average Commodities Broad Basket * Below Avg Communications * Below Avg Equity Energy * Low Equity Precious Metals ´ Above Avg Equity Precious Metals ´ Above Avg Equity Precious Metals ´ Above Avg Financial * Below Avg Financial ´ Above Avg Financial ´ Above Avg Global Real Estate ´ Below Avg Global Real Estate * Average Global Real Estate ´ Above Avg Global Real Estate ´ Low Health ´ Above Avg Œ Below Avg Œ Below Avg Health Health Health * Average Health * Average Health * Below Avg Health * Low Infrastructure Œ Average Morningstar Rating QQ QQ QQQ QQQ 1Yr -18.81 -21.93 -15.85 -8.18 QQQQ -25.69 QQQQ -32.50 -9.41 QQQ QQQQ -26.23 -35.28 QQ QQQQ -26.45 -33.39 - QQQQ -18.46 -18.32 QQQ QQQQQ -15.59 -24.73 -26.44 37.99 22.96 QQQ QQQ QQQ QQQ QQQQQ -36.01 QQQQQ 18.21 QQQQ -17.66 QQQQ -20.67 -21.89 -12.16 -10.43 -7.70 QQQ QQQ QQQ QQQ QQQQ -10.53 QQQQ -15.17 -13.11 -19.28 -35.73 QQ QQ QQ QQQQ -17.80 QQQQ -17.69 -14.70 -19.19 QQQ QQQ QQQQ -14.80 -5.20 9.96 QQQQ QQQQQ 3Yr 4.92 5.21 3.29 2.05 1.60 3.90 4.32 0.07 -2.79 -9.15 3.25 3.17 0.97 14.55 1.83 3.96 20.11 16.88 5.59 -1.38 5.09 2.91 3.66 5.62 6.01 5.63 0.37 -0.27 0.35 -4.79 -3.89 8.81 7.21 9.47 8.64 10.08 10.71 6.82 5Yr Closed to New Investors 4.47 No 3.05 No 3.71 No 3.81 No 3.76 No 6.16 No 3.01 No 1.14 No 0.81 No -1.98 No -0.79 No 4.01 No 1.93 No 9.70 No 3.37 No 4.36 No 15.81 No 10.25 No 9.95 No 0.65 No 3.68 No 1.74 No 3.32 No 5.36 No 5.32 No 3.93 No 2.78 No 3.74 No 0.17 No -0.27 No 8.02 No 9.90 No 8.97 No 8.18 No 9.08 No 11.17 No 8.31 No 6.92 No Specialty International Equity