Medalist Mutual Funds Name Annualized Total Return % Morningstar Category BlackRock Event Driven Equity Instl BILPX The Merger Fund I MERIX JHancock Diversified Macro R6 JDJRX JPMorgan Macro Opportunities I JPMIX BlackRock Systematic Multi-Strat Instl BIMBX Blackstone Alternative Multi-Strategy I BXMIX JPMorgan Hedged Equity 2 I JHQDX JPMorgan Hedged Equity 3 I JHQTX JPMorgan Hedged Equity I JHEQX JPMorgan International Hedged Equity I JIHIX Parametric Volatil Risk Prm-Defensv Insl EIVPX AQR Diversified Arbitrage I ADAIX Calamos Market Neutral Income I CMNIX Abbey Capital Futures Strategy I ABYIX AlphaSimplex Mgd Futs Strat Y ASFYX American Beacon AHL Mgd Futs Strat Y AHLYX Amana Income Instl AMINX American Century Sustainable Equity I AFEIX American Funds Fundamental Invs A ANCFX American Funds Invmt Co of Amer R6 RICGX American Funds Washington Mutual A AWSHX AQR Large Cap Defensive Style I AUEIX AQR Large Cap Multi-Style R6 QCERX Avantis U.S. Equity Instl AVUSX BlackRock Sustainable Adg Lg Cp Cr Instl BIRIX Calvert US Large Cap Core Rspnb Idx I CISIX ClearBridge Appreciation I SAPYX ClearBridge Dividend Strategy 1 LCBOX Clipper CFIMX Columbia Contrarian Core Inst3 COFYX Davis NY Venture Y DNVYX DFA US Core Equity 1 I DFEOX DFA US Core Equity 2 I DFQTX DFA US Large Company I DFUSX Fidelity 500 Index FXAIX Fidelity Leveraged Company Stock FLVCX Fidelity Total Market Index FSKAX Fidelity U.S. Sustainability Index FITLX Morningstar Analyst Rating Morningstar Fee Level Event Driven ´ Below Avg Event Driven ´ Below Avg Macro Trading ´ Average Macro Trading ´ Low Multistrategy ´ Low Multistrategy ´ High Options Trading * Low Options Trading * Low Options Trading * Low Options Trading * Low Options Trading ´ Low Morningstar Rating QQQQ - - QQQQ QQ - - Q 1Yr QQQQQ -2.65 -2.97 3Yr 3.03 2.42 5Yr Closed to New Investors 3.73 No 3.63 No 13.17 - - No -10.70 - - No 2.36 0.06 -1.47 -5.89 4.31 No 1.13 No Relative Value Arbitrage ´ Below Avg - Relative Value Arbitrage ´ Low Systematic Trend * Average Systematic Trend ´ Below Avg Systematic Trend * Below Avg Large Blend ´ Average Large Blend ´ Below Avg Large Blend * Below Avg Large Blend * Low Large Blend Œ Below Avg Large Blend * Low Large Blend * Low Large Blend ´ Low Large Blend * Low Large Blend ´ Low Large Blend * Below Avg Large Blend * Average Large Blend ´ Below Avg Large Blend * Below Avg Large Blend ´ Below Avg Large Blend Œ Low Large Blend Œ Low Large Blend Œ Low Large Blend Œ Low Large Blend * Average Large Blend Œ Low Large Blend * Low - - Q QQQQQ -5.79 -9.31 -4.24 -4.86 -4.89 14.52 QQQQ QQQQ QQQQQ 32.29 9.58 QQQQ QQQ QQQ QQQ QQQ QQQ QQ -4.44 QQQQ -13.00 -14.80 -11.44 -3.10 -9.17 -9.43 QQQQ -13.07 QQQQQ -15.26 -8.33 -1.21 QQQ QQQQ Q QQQ Q QQQ QQQ -21.72 -12.91 -24.97 -11.17 -11.01 QQQQ -10.69 QQQQ -10.63 -19.96 -14.22 QQQ QQQQ -10.64 -6.22 - - No -9.58 - - No 7.21 -0.04 - No 5.50 No 7.40 No 2.64 No 7.22 No 10.84 No 7.55 No 9.91 No 11.56 No 8.36 No 8.57 No 10.53 No 10.10 No 8.67 No 5.55 9.38 1.70 10.13 17.92 9.43 10.25 10.18 7.38 8.40 9.61 7.38 9.54 -12.38 - - No 10.81 10.59 9.53 9.82 4.73 11.28 3.81 9.96 10.07 10.55 10.59 9.95 9.62 11.20 morningstar.com/products/magazine 11.39 No 11.35 No 11.02 No 10.66 No 5.19 No 10.53 No 5.26 No 10.18 No 9.65 No 11.25 No 11.29 No 8.67 No 10.49 No 11.76 No 5 6.93 Yes Equity Alternativehttp://www.morningstar.com/products/magazine