Data Dashboard Medalist Mutual Funds Name Annualized Total Return % Morningstar Category Fidelity Advisor Diversified Stock O FDESX Fidelity Advisor Equity Growth A EPGAX Fidelity Advisor Growth Opps I FAGCX Fidelity Advisor New Insights I FINSX Goldman Sachs Lrge Cap Gr Insghts Instl GCGIX Harbor Capital Appreciation Instl HACAX Janus Henderson Forty D JFRDX JHancock Blue Chip Growth 1 JIBCX JHancock US Global Leaders Growth I USLIX JPMorgan Growth Advantage R6 JGVVX JPMorgan Large Cap Growth R6 JLGMX Loomis Sayles Growth N LGRNX MFS Growth R6 MFEKX MFS Massachusetts Inv Gr Stk A MIGFX Morgan Stanley Inst Advantage I MPAIX Morgan Stanley Inst Growth I MSEQX PGIM Jennison Focused Growth Z SPFZX PGIM Jennison Growth Z PJFZX Polen Growth Instl POLIX PRIMECAP Odyssey Growth POGRX Principal Blue Chip R-6 PGBHX Principal LargeCap Growth I R6 PLCGX Schwab Select Large Cap Growth LGILX T. Rowe Price All-Cap Opportunities Fund PRWAX T. Rowe Price Blue Chip Growth TRBCX T. Rowe Price Growth Stock I PRUFX T. Rowe Price Instl Large Cap Core Gr TPLGX T. Rowe Price Lrg Cp Gr I TRLGX Vanguard Capital Opportunity Adm VHCAX Vanguard Growth Index Adm VIGAX Vanguard Mega Cap Growth Index Instl VMGAX Vanguard US Growth Adm VWUAX American Beacon Large Cap Value R5 AADEX American Century Focused Lg Cap Val R6 ALVDX American Century Value Y AVUYX American Funds American Mutual A AMRMX AMG River Road Dividend All Cap Value I ARIDX AMG Yacktman Focused I YAFIX 8 Morningstar Analyst Rating Morningstar Fee Level Large Growth ´ Low Large Growth ´ Above Avg Large Growth * Average Large Growth ´ Below Avg Large Growth ´ Below Avg Large Growth Œ Below Avg Large Growth ´ Average Large Growth * Average Large Growth ´ Average Large Growth * Below Avg Large Growth ´ Low Large Growth Œ Below Avg Large Growth * Low Large Growth * Below Avg Large Growth * Average Large Growth Œ Below Avg Large Growth * Average Large Growth Œ Below Avg Large Growth * Above Avg Large Growth Œ Below Avg Large Growth * Below Avg Large Growth * Below Avg Large Growth * Below Avg Large Growth * Average Large Growth * Below Avg Large Growth * Low Large Growth * Below Avg Large Growth * Below Avg Large Growth Œ Low Large Growth Œ Low Large Growth * Low Large Growth * Low Large Value ´ Below Avg Large Value ´ Low Large Value ´ Below Avg Large Value Œ Below Avg Large Value ´ Below Avg Large Value * Above Avg Morningstar Rating 1Yr QQQQ -12.76 QQQQQ -17.21 QQQQQ -37.15 -21.60 QQ QQQQ -18.39 -32.12 -29.41 -31.06 -25.44 QQQ QQQ QQQ QQQ QQQQQ -22.11 QQQQQ -20.29 -25.54 QQQ QQQQ -22.60 QQQQQ -10.52 -59.02 -61.71 -37.01 -32.34 -29.38 -18.51 Q Q QQ QQQ QQQ QQQ QQQQ -25.47 -28.04 -29.49 QQQ QQQ QQQQQ -19.10 -31.31 -34.11 -31.19 QQQ QQ QQQ QQQQ -29.39 QQQQ -17.61 QQQQ -21.87 QQQQ -21.08 -37.59 -6.95 0.44 QQQ QQQ QQQ QQQ QQQQQ QQ -2.94 0.99 -1.12 QQQQQ -10.36 3Yr 12.37 13.97 10.37 5.90 10.62 8.16 7.77 3.77 7.29 14.06 13.88 6.44 8.17 11.54 -8.06 -3.57 5.88 8.56 6.23 6.84 9.01 7.35 5.64 14.10 3.85 4.36 3.97 7.73 10.25 11.65 12.73 6.26 8.19 8.31 8.77 9.12 6.65 8.04 5Yr Closed to New Investors 12.08 Yes 14.95 No 16.76 No 9.32 No 11.87 No 12.05 No 11.53 No 9.46 No 11.08 No 15.71 No 16.85 No 10.12 Yes 12.79 No 14.17 No 2.98 No 6.86 No 11.59 No 12.31 No 11.68 No 8.77 No 13.78 No 12.42 No 11.14 No 15.51 No 9.58 No 8.70 No 9.71 No 12.16 No 10.40 Yes 12.90 No 13.63 No 11.02 No 7.70 No 7.79 No 7.64 No 9.53 No 6.28 No 9.90 No Equity