Medalist Mutual Funds Name Annualized Total Return % Morningstar Category AMG Yacktman I YACKX Artisan Value Instl APHLX BlackRock Advantage Large Cap Val Inv A MDLVX BlackRock Equity Dividend Instl MADVX BNY Mellon Dynamic Value Fund A DAGVX Boston Partners All Cap Value Instl BPAIX Calvert US Large Cap Value Rspnb Idx I CFJIX ClearBridge Large Cap Value I SAIFX DFA US Large Cap Value I DFLVX Diamond Hill Large Cap Y DHLYX Dodge & Cox Stock I DODGX Fidelity Equity-Income FEQIX Fidelity Growth & Income FGRIX Fidelity Large Cap Stock FLCSX Fidelity Large Cap Stock K6 FCLKX Fidelity New Millennium FMILX Fidelity Value Discovery FVDFX Fidelity Value Discovery K6 FDVKX Fidelity Advisor Capital Development O FDETX Fidelity Advisor Equity Value I FAIVX Fidelity Advisor Growth & Income I FGIOX Fidelity Advisor Large Cap A FALAX Franklin Equity Income Adv FEIFX Goldman Sachs Lrge Cp Val Insghts Instl GCVIX Hartford Dividend and Growth F HDGFX Hartford Equity Income I HQIIX Hotchkis & Wiley Large Cap Value Z HWLZX Hotchkis & Wiley Value Opps Z HWAZX Invesco Comstock Y ACSDX JHancock Disciplined Value I JVLIX JHancock Equity Income 1 JIEMX JPMorgan Equity Income R6 OIEJX JPMorgan US Value R6 VGINX JPMorgan Value Advantage R6 JVAYX LSV Value Equity LSVEX MFS Value R6 MEIKX Natixis Oakmark A NEFOX Neuberger Berman Equity Income Inst NBHIX Morningstar Analyst Rating Morningstar Fee Level Large Value * Below Avg Large Value ´ Average Large Value ´ Average Large Value * Below Avg Large Value ´ Above Avg Large Value * Average Large Value ´ Low Large Value * Below Avg Large Value * Low Large Value Œ Below Avg Large Value Œ Low Large Value * Below Avg Large Value ´ Below Avg Large Value ´ Below Avg Large Value ´ Low Large Value ´ Below Avg Large Value ´ Average Large Value ´ Low Large Value ´ Below Avg Large Value ´ Average Large Value ´ Below Avg Large Value ´ Average Large Value ´ Below Avg Large Value ´ Below Avg Large Value ´ Below Avg Large Value ´ Average Large Value ´ Average Large Value * Average Large Value * Below Avg Large Value * Average Large Value * Average Large Value Œ Low Large Value Œ Low Large Value ´ Below Avg Large Value * Below Avg Large Value Œ Low Large Value Œ Above Avg Large Value * Below Avg Morningstar Rating QQQQ QQ QQQ QQQ QQQQQ QQQQ QQQ QQQ QQQ QQQ QQQQ QQQQ QQQQ 1Yr -8.43 -11.14 -7.42 -5.47 0.98 -5.30 -11.45 -8.02 -7.10 -10.03 -7.57 -4.35 -7.23 QQQQQ -10.17 QQQQ -10.30 -7.29 -3.41 -2.69 QQQQ QQQQ QQQ QQQQ -10.28 -3.48 -6.97 QQQQ QQQQ QQQQ -10.35 -4.73 -5.97 QQQQ QQQ QQQQQ -1.56 1.11 QQQQ QQ QQ QQQ QQQ QQQ QQQQ QQQ QQ QQQQ QQQ QQQ -9.22 -11.40 -0.11 -4.15 -2.92 QQQQQ -1.62 -3.56 -3.30 -8.30 -5.03 -14.27 -1.03 3Yr 8.53 9.20 6.62 8.10 11.88 8.51 7.47 7.59 6.98 7.35 11.27 9.30 10.32 9.75 9.73 8.27 10.18 10.44 9.62 10.04 10.25 9.48 7.89 6.62 11.51 9.91 6.92 7.49 10.37 8.79 8.25 9.19 10.23 8.05 7.02 7.60 9.86 6.81 morningstar.com/products/magazine 5Yr Closed to New Investors 9.74 No 7.70 No 7.36 No 8.23 No 9.92 No 7.62 No 7.46 No 7.59 No 6.79 No 8.29 Yes 9.92 No 8.54 No 9.40 No 9.27 No 9.41 No 9.34 No 8.02 No 8.22 No 9.22 Yes 7.88 No 9.33 No 9.06 No 8.70 No 6.82 No 10.89 No 9.35 No 6.63 No 7.36 No 9.22 No 7.95 No 7.87 No 9.95 Yes 10.08 No 8.01 No 6.16 No 7.55 No 8.49 No 7.31 No 9 Equityhttp://www.morningstar.com/products/magazine