Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Fidelity Advisor Leveraged Co Stk I FLVIX FMI Large Cap Instl FMIQX Hartford Core Equity I HGIIX Invesco Main Street Y MIGYX iShares S&P 500 Index K WFSPX Jensen Quality Growth I JENIX JPMorgan US Equity R6 JUEMX JPMorgan US Large Cap Core Plus I JLPSX Mairs & Power Growth MPGFX MFS Core Equity R6 MRGKX MFS Massachusetts Investors Tr A MITTX MFS Research I MRFIX Natixis US Equity Opportunities A NEFSX Neuberger Berman Multi-Cap Opp Inst NMULX Parnassus Core Equity Instl PRILX PIMCO StocksPLUS Absolute Return Instl PSPTX PIMCO StocksPLUS Instl PSTKX PRIMECAP Odyssey Stock POSKX Schwab S&P 500 Index SWPPX Schwab Total Stock Market Index SWTSX Selected American Shares D SLADX T. Rowe Price Dividend Growth PRDGX TIAA-CREF Growth & Income Instl TIGRX TIAA-CREF Social Choice Eq Instl TISCX Vanguard 500 Index Adm VFIAX Vanguard Dividend Appreciation Index Adm VDADX Vanguard Dividend Growth Inv VDIGX Vanguard FTSE Social Index Adm VFTAX Vanguard Growth & Income Adm VGIAX Vanguard Instl Index Instl Pl VIIIX Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX Vanguard Large Cap Index Adm VLCAX Vanguard Mega Cap Index Instl VMCTX Vanguard PRIMECAP Adm VPMAX Vanguard PRIMECAP Core Inv VPCCX Vanguard Tax-Managed Capital App Adm VTCLX Vanguard Total Stock Mkt Idx Instl Pls VSMPX Voya US Stock Index Port I INGIX 6 Morningstar Analyst Rating Morningstar Fee Level Large Blend * Average Large Blend Œ Below Avg Large Blend ´ Low Large Blend ´ Below Avg Large Blend Œ Low Large Blend * Below Avg Large Blend ´ Low Large Blend ´ Average Large Blend * Below Avg Large Blend ´ Below Avg Large Blend * Below Avg Large Blend ´ Below Avg Large Blend ´ Above Avg Large Blend * Average Large Blend Œ Below Avg Large Blend ´ Below Avg Large Blend ´ Low Large Blend Œ Below Avg Large Blend Œ Low Large Blend Œ Low Large Blend ´ Below Avg Large Blend * Below Avg Large Blend ´ Low Large Blend ´ Low Large Blend Œ Low Large Blend Œ Low Large Blend Œ Low Large Blend * Low Large Blend * Low Large Blend Œ Low Large Blend Œ Low Large Blend Œ Low Large Blend * Low Large Blend Œ Low Large Blend Œ Low Large Blend Œ Low Large Blend Œ Low Large Blend * Low Morningstar Rating Q QQ QQQ 1Yr -20.14 -12.28 QQQQ -12.42 -13.87 QQQQ -10.64 QQQQQ -4.86 QQQQQ -9.56 QQQQ -12.70 -13.28 QQQ QQQQ -11.52 QQQQ -10.64 QQQQ -12.13 -21.89 -14.47 QQQ QQ QQQQQ -11.33 -14.75 QQQ QQQQ -13.48 -12.07 QQQ QQQQ -10.64 -14.25 -24.96 QQQ Q QQQQQ -5.29 -15.54 -14.46 QQQ QQQ QQQQ -10.66 QQQQQ -5.63 QQQQQ -0.01 -15.12 QQQ QQQQQ -9.83 QQQQ -10.64 -14.20 QQQ QQQQ -12.97 QQQQQ -12.31 QQQQ -14.63 QQQQ -12.80 QQQQ -12.80 -14.23 QQQ QQQQ -10.86 3Yr 10.13 4.32 9.30 7.75 10.58 11.30 13.25 11.71 9.29 10.01 8.89 8.94 7.19 6.70 10.52 9.15 9.39 8.57 10.58 9.57 4.82 9.89 8.09 9.91 10.56 9.53 10.44 10.27 10.87 10.59 9.66 10.27 10.88 10.03 9.33 10.29 9.65 10.33 5Yr Closed to New Investors 7.78 No 6.98 No 11.25 No 8.40 No 11.29 No 12.76 No 12.64 No 11.12 No 9.39 No 11.57 No 10.26 No 10.72 No 9.12 No 8.52 No 12.14 No 10.41 No 10.54 No 8.95 No 11.28 No 10.44 No 5.56 No 11.41 No 9.58 No 10.45 No 11.27 No 11.18 No 12.13 No 11.51 No 11.32 No 11.30 No 10.55 No 11.09 No 11.66 No 10.84 Yes 9.61 Yes 11.13 No 10.54 No 11.03 No Equity