Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category T. Rowe Price Capital Appreciation PRWCX T. Rowe Price Spectrum Moderate Allc I TPPAX Vanguard Balanced Index Adm VBIAX Vanguard LifeStrategy Moderate Gr Inv VSMGX Vanguard STAR Inv VGSTX Vanguard Wellington Adm VWENX VY T. Rowe Price Capital Apprec S ITCSX American Funds Growth and Inc Port A GAIOX American Funds Income Fund of Amer R6 RIDGX Fidelity Multi-Asset Index FFNOX Fidelity Advisor Strategic Div & Inc Z FIQWX FPA Crescent FPACX MFS Growth Allocation A MAGWX Oakmark Equity and Income Instl OANBX T. Rowe Price Spectrum Mod Gr Allc I TGIPX Vanguard LifeStrategy Growth Inv VASGX American Funds Growth Portfolio A GWPAX Manning & Napier Pro-Blend Max Term W MNHWX MFS Aggressive Growth Allocation I MIAGX American Funds Capital Income Bldr R6 RIRGX American Funds Global Balanced R6 RGBGX BlackRock Global Allocation Instl MALOX DWS RREEF Real Assets Inst AAAZX First Eagle Global I SGIIX GMO Global Asset Allocation III GMWAX JPMorgan Global Allocation I GAOSX Loomis Sayles Global Allocation Y LSWWX MFS Global Total Return I MFWIX T. Rowe Price Global Allocation RPGAX Vanguard Global Wellesley Income Adm VGYAX Vanguard Global Wellington Adm VGWAX American Beacon AHL TargetRisk Y AHTYX AQR Multi-Asset I AQRIX BNY Mellon Global Real Return - I DRRIX Eaton Vance Rich Bern All Asst Strat I EIRAX Invesco Balanced-Risk Allocation A ABRZX JHancock Multi-Asset Absolute Return R6 JHASX BlackRock Global Long/Short Equity Instl BDMIX 4 Morningstar Analyst Rating Morningstar Fee Level Alloc-50% to 70% Equity Œ Below Avg Alloc-50% to 70% Equity Œ Low Alloc-50% to 70% Equity * Low Alloc-50% to 70% Equity Œ Low Alloc-50% to 70% Equity * Low Alloc-50% to 70% Equity Œ Low Alloc-50% to 70% Equity Œ Average Alloc-70% to 85% Equity * Below Avg Alloc-70% to 85% Equity Œ Low Alloc-70% to 85% Equity Œ Low Alloc-70% to 85% Equity * Low Alloc-70% to 85% Equity Œ Above Avg Alloc-70% to 85% Equity ´ Average Alloc-70% to 85% Equity ´ Low Alloc-70% to 85% Equity Œ Below Avg Alloc-70% to 85% Equity Œ Low Alloc-85%+ Equity * Below Avg Alloc-85%+ Equity Œ Low Alloc-85%+ Equity * Below Avg Global Allocation Œ Low Global Allocation * Low Global Allocation * Below Avg Global Allocation ´ Below Avg Global Allocation * Below Avg Global Allocation ´ Low Global Allocation * Low Global Allocation * Below Avg Global Allocation ´ Below Avg Global Allocation Œ Below Avg Global Allocation * Low Global Allocation * Low Tactical Allocation * Below Avg Tactical Allocation * Low Tactical Allocation * Below Avg Tactical Allocation ´ Below Avg Tactical Allocation ´ Average Tactical Allocation ´ Below Avg Equity Market Neutral ´ Below Avg Morningstar Rating QQQ QQQ 1Yr QQQQQ -7.62 -14.96 QQQQ -12.52 -13.73 QQQQ -17.50 QQQQQ -9.19 QQQQQ -7.78 QQQQ -13.51 -3.91 QQQQ QQQQQ -14.99 QQQQQ -6.06 -10.69 QQQ QQQQ -13.53 -11.75 QQQ QQQQ -17.25 QQQQ -14.91 QQQQ -23.94 QQQQQ -14.49 QQQQQ -14.09 QQQQQ -5.08 QQQQ -13.53 QQQQ -16.19 -0.03 QQQQ QQQQQ -8.38 -15.56 QQQ QQQQ -16.32 QQQQ -20.89 QQQQ -11.76 QQQQ -14.63 -6.87 QQQ QQQQQ -7.06 -8.38 -6.83 -4.73 QQQ QQQ QQQ QQQ QQQ QQQ QQQ -11.02 -9.49 -2.29 -3.62 3Yr 8.40 3.69 5.72 3.66 5.24 6.30 8.23 6.05 6.59 5.88 7.78 5.96 5.21 6.07 4.64 5.16 5.20 9.21 6.46 4.85 2.55 4.79 8.09 5.09 1.08 2.82 2.05 2.81 3.80 5Yr Closed to New Investors 9.72 Yes 5.29 No 6.92 No 4.95 No 6.25 No 7.23 No 9.54 No 6.66 No 6.53 No 6.96 No 7.78 No 5.74 No 6.88 No 5.96 No 6.34 No 6.19 No 7.16 No 9.56 No 8.20 No 4.67 No 3.64 No 4.46 No 8.19 No 5.20 No 2.40 No 3.88 No 5.38 No 3.67 No 4.66 No 2.22 - No 5.63 - No 2.83 - No 3.67 3.71 2.55 3.24 3.17 -0.88 5.41 No 4.29 No 3.08 No 4.01 No 2.46 No 1.77 No Alternative Allocation