Best Investments
Featured Stocks
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Exemplary Stewards with High Dividends
Ambev SA ADR Clorox Co Nike Inc Class B LOCK|%M#b^ tN< -
Five Star Stocks
Adient PLC AECOM Alibaba Group Holding Ltd ADR LOCK|?M@l $>>&#vrnQ! B$K !s?Mq # LOCK|R? & M>^g qn?PT R@RrJ LOCK| Z#W?S<G?&tX @NB tJT&$ <<! -
Moats on Sale
A.O. Smith Corp Accenture PLC Class A Acuity Inc LOCK|h#jf H# @RfTJ LOCK|y>r! q^znF LOCK|&VJ cT# -
Undervalued US AI Stocks
Alphabet Inc Class A Amazon.com Inc Amphenol Corp Class A LOCK|R#TK >^gN@Fxz p%yH> LOCK|DsV<^p rpG$ LOCK|$> G&##NHYWV %Xg ^<Dl> Z% -
Wide Moat and Undervalued Stocks
A.O. Smith Corp Alibaba Group Holding Ltd ADR Alphabet Inc Class A LOCK|TZ!s%T jT? %s@z^ Y LOCK|g>Bk.Bk# JDX%c LOCK|cSP >& @RvNr
Featured Funds
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Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% s%?ljv@%pM L@gnw LOCK|< Fx^n^%c>mmr vwh& Q$<vQ W Lv#&>q LOCK|&!&? BV$pb?q#< W^wm?Fhv H<B -
Attractive After-Tax Tickers
abrdn Emerging Markets ex-China Fund Institutional Class Alger Focus Equity Fund Class Y Alger Growth & Income Fund Class A LOCK|Jm# m@>lFK & T^%Hn$ <KCc ZnsQt #S LOCK|@!sgb<X ><zd@bLBNB^ m@G^> D%$ d!T> ?ttNs ?tV# LOCK|shwTZN@ HG%bjw^&z^@ Bqzxz RZt w?c! ^T?<% $dX@R -
Best Aggressive Allocation Funds
American Funds Growth Portfolio Class 529-A American Funds Growth Portfolio Class 529-E American Funds Growth Portfolio Class 529-F-2 LOCK|q>G%K@ $xN?& mh&Z^K qY><KBj!< fm%#C dmX-Q-V LOCK|^HZ<vd Lg<$& Ln#<x@ X@!fB@d$@ $>$g? v& LOCK|b$#<>x &XqT^ #%tw<$ p^>FvQCGf %X<R% Yc<?-Pq^ -
Best Convertibles Funds
Fidelity Advisor Convertible Securities Fund - Class I Fidelity Advisor Convertible Securities Fund - Class Z Fidelity Convertible Securities Fund LOCK|d<&J >v^$ VH%Lysn>hz c#R$tR%z^L< RC<>>@z^>% y@Pl – M#rcyr@b<?Lq& #!$#K LOCK|b<@N ^pB@ ^Nb%zDCcFd ?%hc?#&%!&# gcXxdB?N?N XglV – $!Nw<jCTT? !r><& LOCK|?>YS BqZsy>Hw^k% hnf^ YvSVl @@ -
Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|q# %cGf@tK^@<f^B vCNsf< &%#^v$GL ^xXv Yg&%?T LOCK|z@x$!s TnD<!S$ C.G. %Z%l#@% QGJ<ZZ XM^bV% LOCK|?g<gk &#@$ MF><Z&? H?FGq$S>^K %.b. Yvj$ -
Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|jYn># &! $Z@#<-B<? @C?vKRwj@, @n@@^b Xz@ <lbr<^g#C JLGxj Jp&h? LOCK|Sd^>jW Z>^t>P! $$%?!'> @%DYf#&$>< y@%X - x<B$@ Q@J LOCK|##@ >X^$ts ?^vMgzp>?$q^w ?Xv?$t> !<>r Q#%@t#$<^@#Jq g@@&kL<% -
Commodities Medalist Funds
PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-2 PIMCO CommoditiesPLUS® and Bond Alpha Fund Class I-3 PIMCO CommoditiesPLUS® and Bond Alpha Fund Institutional Class LOCK|s?n %?QQ!LY!? G#T $hHc ?yHZ^V y%rW ^v<f# Db?! X@p%XGKj%Gf!FY ^s>s<L LOCK|$$! t%^!!$<yl >@! %TX? gj#s#j $pN$ c^<%d BvY! G?p?& @-SP LOCK|yMh kF?Fv#J<S @TT vCD& x@%vx@ yC$! $<%># <Wpc <t?L& b-%! -
Dividend Index Medalist Funds
Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF First Trust Dorsey Wright Momentum & Dividend ETF LOCK|<l^ YZPcd $Y@hSh FWgvYWFs JmkPZJf<c g%% LOCK|<?mn$@ @.H. r&nw Y>sC$jw^ hLqQ F$jmT ZF%^? LOCK|&#r>Bn X.>. dc^@QF$! cV<Mn?L ZG?^f p>?^Tx -
Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|$WMl vLQq<&Xy? w^&J&^XR $@?n LOCK|tJR $? K#^ LOCK|^mx TR wL%%Q#$Q & zm&?!vF? n!w^& -
Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|< P^w$X MM# f^^V!-!@HsT ?Th# ^#sBx WB LOCK|G FSN!! jh# bqLY>-&B>>^ sSl& Q#W>? >sbJ LOCK|J tz>cK lmL >T#B@-tH@nL gZT< #fzj$ SD@ -
Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|#Z >#t!LRG^&<<s^ xF^PT> #MvQh?@% Nn<s ZH> LOCK|$?%#<@ $$?y<n& $.$. ^Mz<<M! >G&Cpn @Z$M>K LOCK|dY%d? <gVp VN!@>@J tNTqJ^g&dd x.S. @>? -
Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF -
Savvy International Travelers
American Beacon Ninety One Emerging Markets Equity Fund R5 Class American Beacon Ninety One Emerging Markets Equity Fund R6 Class American Beacon Ninety One Emerging Markets Equity Fund Y Class LOCK|BY%cK! Kzy@s C%?!W?^ &>p#& D$@Llr ?B& $^%My? qg@P® jzM>< @Ms-$%m^ LOCK|Rd$%^P jrk>r t?&g?zL >@vFf ?!^@nw s!# r!wD@# <h?&® J$l@S vNx-n-# LOCK|kb^%>g <wsT@ ^<CBq^? VQ$^# sD#@VM jWv XQGJRB JQ%%® BL%wV >^>-y-b&w -
Sector Equity Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class Aegis Value Fund Class I LOCK|<!V !% ^dm%v!D$ & $>&>?>J& ?F?%M LOCK|R!# $% $S>t<!#! & lFY^%%PL T$&$ ?$wXD V& LOCK|X$t hs Dl$G$DfJ & >@<#&kMh $yth F%c&q r>K@ -
Sustainable Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF LOCK|$C?<P%k WHJY ?&^ >q<<Bw! Qr^&xg @gc!ll WnT<T$ -
Top Medalist ETFs
Alexis Practical Tactical ETF Alpha Architect U.S. Quantitative Momentum ETF Angel Oak High Yield Opportunities ETF LOCK|> $xh?xgyWqj p%H>&ZJ><T & @&TwqkkP n$n@q LOCK|Gr%DL @! >PhyP ?r# rT#@C >zw LOCK|# @#XqP& !r<V %?!? ^@Tc -
Top Performing Medalist Funds
AB International Strategic Equities Portfolio Advisor Class AB International Strategic Equities Portfolio Class Z AB Large Cap Value Fund Advisor Class LOCK| R!bB< vwh xF&Z? X^&w vR>kZ !<@ LOCK|H%S SPK? XWL>>f h#gn dwB$@K!R&RQGd S%ZbWs LOCK|>^&wj CZwRcXm^ %MzhLZ$ cNr@!&WdH WL#s? $p@P -
Top Performing Sector ETFs
AdvisorShares Hotel ETF Alerian Energy Infrastructure ETF ALPS Active REIT ETF LOCK|@^WXf M$%H<qt&&^ wh@s#^J<Nb $rH LOCK|<@RJY X<%QXfTP&z%$r Gz% LOCK|Y?KwV ?&!j@< & cB&qx!& @^!<r@#<! ^fJ&kjj #%fK F>#c
Equity Medalist Funds
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Best Core Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|Cf F$H!^ &&x>Y qyC zjyDtB gSWn q#%!^ >lj LOCK|Cr ^xzK^ <@wRM H%$ #nhP>z z&#L $@Lfc jQ$ LOCK|>w hV$&? J!s#C/!>^ !yy F%@?! #Pgl <&x%m &x#J -
Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|t^mMzd Y&%&% Jk%%#qPW ^!LJhC lRNh® >xt^W rLP-@f LOCK|B??&>? &kNBw QKlPT&rL z<^mJ! @^&g® q<tcs %T>-s-P# LOCK|YvFRj@ ^hMF! nb!@JDWx >k&v@z m!%F® @@!Gs jMP-&-^cN -
Core Medalist ETFs
AB Core Bond ETF AB Corporate Bond ETF AB International Low Volatility Equity ETF LOCK| t$ @$gl Fb&?B@lQ XLJ LOCK|%hL ^t #vw$R LOCK|$@T ?<%lz@lY&Rz< #>f&>W &&$ -
High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|hL@ Zj^<F kk!WJP g$kY J^M>@ > LOCK|W$x !H^%g TT^c#$ sKBm &MrpF p<^ LOCK|x$> SVbxy d^# zS^Y## zgY^?@Z$> >%SsR <-< -
International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| >gYGW>%MVZmb@ <Z$ rP&$$xF%L& %?Z<>t #!# LOCK| Rx$bmg$B%j^y& Q%Hm&<zTp d$tmxpM@ BpL$%f&%& Q#QFT!v ^z!N?? LOCK| #?HRw%kW^F?p@ !MR%Pp^L@ g!?!b&jH f?%><!@%V <D^#F pKTN -
US Equity Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class A LOCK|^m ^RfX< XJ%tQ ?$H !!!KxD !Gj# ?lCpZ J LOCK|Mw kDS<> ^R@Gd KWb !!s!&? %><$ V#^bT t LOCK|pF L>@pg >g!@%/<m^ J?D m^?Xr ^##v @!>Vk D -
US Growth Index Medalist Funds
American Century U.S. Quality Growth ETF Calvert US Large Cap Growth Responsible Index Fund Class A Calvert US Large Cap Growth Responsible Index Fund Class I LOCK|j$$MQ z< !DMKg <H^ XPH#Xl $Y&!@wm&W$k &j@Hq ?^%J l>syp &n&% LOCK|?s$K?& ZsDw@ frt g&k@^g k%$Pq fv!J LOCK|wsyvth V#Y SrJ Q#FPZ& KB#ms >tQN@ -
US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|?VQQpc nD@MjRq X.#. &l!N$%P G&fy%& g^mBc LOCK|% ?jY>#D q<%?yN##%TN>f C&? gCK @ybkn rYDkm md^j !jn^h %& LOCK|$ >$$S$B g&G FmW FB?$z qpT>#@ -
US Small/Mid-Cap Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF BNY Mellon MidCap Index Fund Class I LOCK|@ qt>^tC xK^LTr ^xD<w h%lL DkMN#JBg >m<c?B%G LOCK|& >!^zbs Cj<^T M$^ #!wKv X!H!$ @DvV @>hyq K LOCK|> L^Wn^% &D@^$ ML< ^Jmvs d?$$> B?^P %?$jbR&x p$^&L#w?^ -
US Value Index Medalist Funds
ALPS Equal Sector Weight ETF Calvert US Large Cap Value Responsible Index Fund Class I Calvert US Large Cap Value Responsible Index Fund Class R6 LOCK|>n^LN@ %?m!J#>> KgYDhBSd slzxN ?pTX LOCK|&zk^^f &#x<JZ&& V?c #$r C&gPN@ GdThCqyD LOCK|%c^<w! FK@% jsZ<?#?R ^>^W<
Medalist Bond Funds
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Bank Loan Medalist Funds
Aristotle Floating Rate Income Fund Class A Aristotle Floating Rate Income Fund Class I Aristotle Floating Rate Income Fund Class I-2 LOCK|@!C%? <%CH#&wT R>@^ %%WP !!@&qBC !ByH?%<> LOCK|xcMg! @RgSD>$g W^g% <TZx @fc^TbTVm<<Z! Y<@#>&j LOCK|V<hw< &crG$Zfj <z^! Q### JXd$#%d% fLZ&Nzq -
Best Bank Loan Funds
Aristotle Floating Rate Income Fund Class I Barrow Hanley Floating Rate Fund I Shares Fidelity Advisor Floating Rate High Income Fund - Class I LOCK|X^>$?z P^&GFqT ZNC<#&qf DYjK @Cqy bhV@^? >%NY - jK!<n %r<c LOCK|s&g>J^ >Q^t<@<N K<?@ $@Ql q%Ph<X $rtg?>< LOCK|z% J?FdJP ?Y!?BdS! &b@g &t$x l$PRG Yq -
Best Corporate Bond Funds
iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Broad USD Investment Grade Corporate Bond ETF JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF LOCK|N$#^yV zfY>@HP!d qGg> sW%$ ^M?G$ %Rv LOCK|?@#> >-L< !!C# b!wLFdZQ@ bDwc <n? LOCK|D^@ @Hv?tJ® >&@$® #gN&B^YM< c#c^!D@#T Q>d$ tVn$ -
Best High Yield Bond Funds
AB High Yield ETF AB Short Duration High Yield ETF American Funds American High-Income Trust® Class 529-F-2 LOCK|@vz^Db ?#Wd> ?&&!V&Q? @GRK-&kHyWb qNN&z® &gs<@ Yx@->-m LOCK|LMR?Z# My#!@ RXR#$!Fr !gB&-!$D&&z QB$Xp® jmbFY S-^< LOCK|VHfq?J f>>&& bb#Kc>Hv ZY?&-#T^PXH Jdz^f® lcRjN y-zm -
Best Intermediate Core Bond Funds
American Funds The Bond Fund of America® Class 529-F-2 American Funds The Bond Fund of America® Class 529-F-3 American Funds The Bond Fund of America® Class F-2 LOCK|WNQ@@# YfjTv &lq WQD! ?@p@ >b zkBG#%q® <!%h& S-# LOCK|P%&Txb @GyZ! ^xz >fCY #S%T Kw q^JP#%Z® %Zq&$ s-q LOCK|X@smt! <sRB> gz# z<Kn zh>% !z <n!kw#!® Lnb%s #-!qkH -
Best Intermediate Core-Plus Bond Funds
Allspring Core Plus Bond Fund Class Institutional Allspring Core Plus Bond Fund Class R6 Allspring Core Plus ETF LOCK|l?^?%T P#J@Cn ^<% >?#d rFgt jWXW tpX% nB T%J>&t LOCK|<j! Tmd$ $Vn$ HLm> S<<y ?<&!# GHRl!$<p%PXSKs>! LOCK|^KX r>pG kYf$ Hy<B PJqF Bbb^L ^!?nrfGrTs& -
Best Muni National Interm Funds
ALPS Intermediate Municipal Bond ETF American Funds Tax Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Bond Fund® Class A LOCK|PY@Bn? @tSDX tjR-fBSKkJ pSng %sG<® ^vZ!% >-&$# LOCK|&?&$Bc @>%hb n!^-%Lf#<& Qgk! x#P<® #&?&z ?-k LOCK|D$< R#^v F@S<rz?gsXbr f#>Wmp!!$ @mg& KN^N !Dzpgv!>P@%V@ J@<tC&Pz -
Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|<mzfl> rWHymCN&% n&F<pQ sK^% LOCK|>$ry@C $Py mF?fFKr%$ n$%$FW >$BF LOCK|&wztH$ K?G &BLc?&?@s?S n>MGsWMKd wgTzk^ BGq%$z -
Best Muni National Short Funds
American Funds Limited Term Tax Exempt Bond Fund® Class F-2 American Funds Limited Term Tax-Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Preservation Portfolio Class F-2 LOCK|%v$vLL $$^>J jzn-F#>!%j H<PW^xw@zvT# %@sTF^%<X MwKv> k-%^Kt LOCK|X?@ &@!$%-#d@p &%$tRMG%k TXbG VD%j LNv#g?!D#^BCl c@KsrLpQ LOCK|#Knf>y >n@&YTx @^!lsW< ^q>> $<KvHGXh# mgDF^^ <g>b -
Core Bond Medalist Funds
AB Core Bond ETF AB Core Bond Portfolio Class Z Allspring Core Bond Fund - Class R6 LOCK|fVFZ#JW Sqb& !?Bx P@Mz - WKQyV$hW&RhdJ Q>@r^PR LOCK|?@&%jX@ <l^? @%<z @^$qdWbwsm% LOCK|XVz>gG nM!>N rjW Z#p& MJ?g @b h&#z!n<® %Hw?Y xL^-$? -
Core-Plus Bond Medalist Funds
Allspring Core Plus Bond Fund Class A Allspring Core Plus Bond Fund Class Admin Allspring Core Plus Bond Fund Class Institutional LOCK|f!dCTd& L<%@ @%&S !tyP P%?J !r<>% <BD> LOCK|c%tHck$ zph? YZ&$ &@d& LOCK|?Y/&!wD! N?<%q &$>%B! TWB$ ??&% $Vy%R qTK -
Corporate Bond Medalist Funds
AB Corporate Bond ETF Columbia Select Corporate Income Fund Institutional 2 Class Columbia Select Corporate Income Fund Institutional 3 Class LOCK|M!#Z!t& #V%QWZ %%R#L&>p# qDqw #z@t rF>@V t< >&d&dn@ LOCK|n&P&K< cB^^zy# Mf?@MX$<b m$NV ?&V& - !<#yQ Q?> LOCK|wC#@$g <wYvXkPws cz<S H^$!M -
Global Bond Medalist Funds
AB Global Bond Fund Class Z Amana Participation Fund Institutional Shares American Funds Capital World Bond Fund® Class 529-F-2 LOCK|Yn<&H^ WzWl! NcwN>WT k#>R^ $C!> !gH!® b@<xR q^f-k-<$$ LOCK|Tj<JQz qK^qY kcw<$%d W@!<G gq<? >Vb#® ?!lsB g-Y!t LOCK|s><^#J @wVJ! mz^G<z@ jSD^F XL@j %r!%® <g%VK ?-@kK -
Government Bond Medalist Funds
American Funds Mortgage Fund® Class 529-A American Funds Mortgage Fund® Class 529-E American Funds Mortgage Fund® Class 529-F-2 LOCK|cp?gPW KN%TV ?g#px>@t psLX® <@Tb$ Z%l-C-qF LOCK|WnH$dw MyTrK !L$tR<xF CgfH® <DWJ# t LOCK|!?>!&$ bx<$R l$!>JGN# S@!c® ^<#%H W-q! -
High Yield Bond Medalist Funds
Angel Oak High Yield Opportunities ETF Artisan High Income Fund Advisor Shares Artisan High Income Fund Institutional Shares LOCK|#$Wy p?VJn$ lQ!y$sMvZ FMBFKD c!!b mZCqQ > @&>#TzjY# LOCK|g^! &s%V< #KBJ R^lffC k^N@kd?h%Lnbn yC%f cH$&R z LOCK|HHJh?& %g^h?>^ $Dw>SFY & @D%r<& C%>M - C$f%g > -
Inflation Protected Bond Medalist Funds
American Century Inflation-Adjusted Bond Fund R6 Class American Funds Inflation Linked Bond Fund Class 529-F-2 American Funds Inflation Linked Bond Fund Class 529-F-3 LOCK|x$$Cch XXLby fgvm%&Fh$ hvHQBK ^td& #ns$ Xfchn z-dctC LOCK|c?!WVf ^^m%Q WhZcz@Vd^ <?WB%Y bs?m tzyQ !Jx%n S-#@$ LOCK|$H%CnL >ctq@ R&P^@&&!> WS<^F& %gCG >tt! S%!LS %-@w -
Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Core Bond ETF AB Corporate Bond ETF LOCK| yy&# %lZ>@ pPr LOCK| #&hF< $?gnZwGQ ?Pz& yB>^& %?TtT LOCK|Z^QfHqN $!n< G$S& pY%R^ -
Municipal Bond Medalist Funds
Allspring California Limited-Term Tax-Free Fund - Institutional Class Allspring Intermediate Tax/AMT-Free Fund - Class Inst Allspring Intermediate Tax/AMT-Free Fund - Class R6 LOCK|Tl@@pH? &<$tff&^mx^% WNJ-%Y<@ @fLS - S#w!H !vMp<jW LOCK|$W!^HmR %!Vcm mF>JZ !pDzK#Gdt pf%cm LOCK|y?BBc!w @%lJ< !vxW%-%FqX N%wnL&#$> V&DY?b @<?c - bqRn< @bN@L -
Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|^@xxj&p %>V&v> x?^Q@smY !LNNK %r@k lcDF^ #% LOCK|$$v^!j$ j$G!J% ^J<@C@Z@ j#>&f WBbl >lt&v>DRFQ?ds <>J#zG LOCK|lhfZK>$ L@dQvGC^% F<$fw# #fFPvwT<?yBR$ %$!b!m&Mp JsfW< @h -
Standout Munis
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class A LOCK|x^$qKm ^#%#Y$K ^Q&jpc>d# P>W^Zw h@rf - %!<mH ? LOCK|#b&?Zw <WlMcmq <%n^%@G^? >gf#!s ^@PW - M@lM& Lt LOCK|F&jzV& F##%#>? @QH^@NtJ? S!LYbV Qq$X - @Gy&$ RxQ% -
Taxable Bond Index Medalist Funds
BNY Mellon Bond Market Index Fund - Class I BNY Mellon Bond Market Index Fund - Investor Shares BNY Mellon Core Bond ETF LOCK|nyTG>Ks Yrt B%@r? &-@ c$qx K<k<<lz!& j@nK pt<> LOCK|#T#y#$p Ltm@MQGy# J%>@ %B&x &?W<c< $&d$F@!^ #f hh@$D<Km >h? LOCK|^N#<f$& JWtKsXtMl bL< $p>& ^YN^$T Ns>&^?^F c> QPKb@T#! $H^ -
Taxable Bond Medalist Funds
AAM SLC Low Duration Income ETF AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I LOCK| B#$N QZM% cZT<LZ LOCK| #$Lg &p@# ??!&$Kqg^ @qX@f f!QM LOCK| yg$xC%$?p %?DL c@?T@ -
Ultrashort Bond Medalist Funds
AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I Allspring Ultra Short-Term Income Fund - Class A LOCK|>HyJ#!y vb>ms %!!$Q->z>w &x$<$R &wps - xZv$> Y!?@PH LOCK|##fGQm& BD<!% <Kr$%-%F&J v@@%$h fGHd Wy<CC dS!$^ LOCK|@Cj b!% F<?b?QNyqN kMZTjj !kx#
Medalist Funds By Style
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Large-Blend Medalist Funds
Allspring Disciplined Large Cap Portfolio Allspring Index Fund - Class A Allspring Index Fund - Class Admin LOCK|#&ZJP$& pF?#< gkN &qT< ^j&Y - &p!#@ Cc>?@ LOCK|z<h^?Fb vh@!? @tl ##$n !NY> - S@%ZT cZ LOCK|g# dLJzZ@ #>Qd?D q&Jv!^pDkK! &RrK?q -
Large-Growth Medalist Funds
1290 Avantis U.S. Large Cap Growth Fund Class A 1290 Avantis U.S. Large Cap Growth Fund Class I AB Large Cap Growth Fund Class Z LOCK|>w! T? $LXk LOCK|j%p J? w?&s S@cyZ @gpm LOCK|h%t X<@$Z&ljmrX! p&J#F& @g^k -
Large-Value Medalist Funds
AB Equity Income Fund Advisor Class AB Equity Income Fund Class I AB Equity Income Fund Class Z LOCK| %Q@Q! &kl $&Dn$ b>c% n^>?F&$ ZVd?Q%gF LOCK| LV&wG z$t %!P%K tn<! V>M@d #!!P LOCK| gfp@g %TT ^LFC? b<zF R%!L# >PK? -
Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|VxPG$<^ QjTN>^&Ndlf spV?h V&Y R$r& HKB@qFTxBnKjq Q&<B$# LOCK|G^R^&># dGq% HB?^ TX%?S LOCK|r ><GpB bXj MC%y%-f??g> ?HYf ^X$mk J -
Small Growth Medalist Funds
1290 Essex Small Cap Growth Fund Class A 1290 Essex Small Cap Growth Fund Class I 1290 Essex Small Cap Growth Fund Class R LOCK| fG#?^ wdk #j>#xt BHltmPlz^ K?&xM!& v#<b%Ns LOCK| fhJ<< z%? M>mMZ$ LFWgc<zZb &rXm$ @<Ll LOCK| Rxj@< ysN S^>#%p Py!R>NNgM $M#kR d^S -
Small Value Medalist Funds
1290 GAMCO Small/Mid Cap Value Fund Class I AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I LOCK| %VZv<P$v? Mnld^ zMV! GWYGw j LOCK|N<XnQh% c>xWX ms$ >d^$< wk#y &YWbk xHz$ LOCK|W!F>Vv% GR$k@ &@J q$!Mn Kfn& r?QsW & -
Mid-Cap Value Medalist Funds
AB Mid Cap Value Portfolio Class Z American Century Mid Cap Value Fund I Class American Century Mid Cap Value Fund R5 Class LOCK|fF>>tL ?FKr!&X bZM >Tz $%&Hc ZWVq CS <s<>z?% LOCK|%v<#m@ @KH<>@& B<Z &DC ?^kMy d&^L < ^#mnf& LOCK|J f?ZHK RyQ$ %%@ ^h& $>vF@ @$w< - L$d%M S! -
Mid-Cap-Blend Medalist Funds
American Funds U.S. Small & Mid Cap Equity Fund Class 529-A American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-3 LOCK|bXp^&& %qq^! K.?. rG&!R & Gn? Q%P >NHsz> N!h# J^<@V %s LOCK|WP$YS? mK!z> #.>. d?d$T & v^% z#Y ?fT@<& >zR@ xmvZ^ g-MJ^ LOCK|%%Sb@l R@MMq P.r. Hx^cv & ^#Y N>> rNJ&KW <P>^ TVSk! ^-FdLf -
Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|&@> qs@ r%s xx <jhC LOCK|$w# !xz <&& !V$v!% ?Kby @>VHk vb LOCK|Mp$ ^dL Q#t !FqSN& RC<##vx@k t<lDc D-Swk^
Medalist Funds By Sector
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Basic Materials Medalist Funds
Aegis Value Fund Class I Allspring Precious Metals Fund - Class Inst ALPS/CoreCommodity Natural Resources ETF LOCK|w<#gPp K%xhW^ >qX &#!ykZY $Y%TD!RMq d$TS?d LOCK|W^y & #t?bRT !@&Kg<H !QlLpZ?@# rSNygs D#K LOCK|Ng!V$@ cg@g<!! $N$l FyM$ - RD>Hr V! -
Communication Services Medalist Funds
Fidelity Advisor Communication Services Fund - Class A Fidelity Advisor Communication Services Fund - Class C Fidelity Advisor Communication Services Fund - Class I LOCK|?XvZ## zxSpZ#$ sjq!J>zSRNn$H hS<nd>S! @PDD - ^bG$M vv& LOCK|<X@qQ> vymD?m^ WtZh>>^s^&!?W z$WdZb!B WdvR - T<k%y &$M LOCK|Kj@Hsf l^t??Sg&zT nVS%><!wpw@#^> Bn# -
Consumer Cyclical Medalist Funds
Fidelity MSCI Consumer Discretionary Index ETF Fidelity Select Construction and Housing Portfolio Global X Purecap MSCI Consumer Discretionary ETF LOCK|LXw#P K&L d@Q^H#CY $P$sFc>& ^hj$!TdK$ZBkn #<? LOCK|<Fd Q@^&Sh® Rls%y>LL gM?p@c&brFj&j &P&S?p #DnnYx J@nn® <<%@ LOCK|WsJq@P <P$FMZg? #Z<?>>h^#MFp^ n@$$% TxxY @dqz!$< mm!<>d -
Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF Invesco Dorsey Wright Consumer Staples Momentum ETF iShares Global Consumer Staples ETF LOCK|CH% $n$TP<® TDQ#cv>n $t<>$G< <J<JkN wB<P$m &Vf#® r#kR LOCK|$!&$Dh $Y#!d^WV Vtg^kdP >#?zr MD!l t@P$s zx&c<s> N@^rGvN^ LOCK|>qt%xb R#K!CX^h &?n^WCB cb&&L !xln dL# LJ@px?WQ! -
Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund Invesco Funds - Invesco Energy Fund Class R6 LOCK|G^Cx% n&L mXw® B?@!j %?N>?m jjTV?t z$G#^ LOCK|g<Zz! j%q<pC lqLF^< DVwW#? LOCK|M!n!< D.Y. N?? & zdt j&Vh?#$Xx%c & CX?k!v^!MN !$Mz! -
Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|$$BqHf pJwz $%SHFCh>@$ %cS$P >^$ LOCK|K<R<$w Y#t#cH V<L$gGY bGCR?@#!<! LOCK|m>wHc@ <#mjx& d$>H%^DC! $!# xrz#?&ZF?$ S^<P$<<h%x $Z%&!gmGGd -
Healthcare Medalist Funds
BlackRock Health Sciences Opportunities Portfolio Class K BlackRock Health Sciences Opportunities Portfolio Class R BlackRock Health Sciences Opportunities Portfolio Institutional Shares LOCK|QB@K!^% Ps<>$& D>m!?T!@ !lv#Kr?>X@>J# >m!!<b&Dc x$pDH#Jv d GJ<hF&ZZ LOCK|?D<x%@t !x!xxq r%C@fs@Q TQ^q@!P&@Tvl> ng^&R%W!& $<bzcYF Yl?rZm% LOCK|@ >T$vLDT x@Cw !LrDd?t# <%<g?Phl$l &R?^ -
Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|$LZQ^< @V!@?YndTTq z^C%^ <FjX %ZG$F^W F?XhJy LOCK|&@?Y%K Gbg^sc^h!zt ^S<@! <?xC P@G DqM>Dl!g -
Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|><HD^! mG!#rN? Rl?ZmL W!gN P?vBj> V^sg k >pjSkg#W LOCK|hNc<$K %#&NW@N @dyC^? h^#k $Br^^T lXl& % %&#hFQ@& LOCK|#dZT?z M@!&&JT r>>Sv& &@$N %SKyt! ^h^H VXY%nx$? d%!VF -
Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|K>& $! ZNn<^>!& & JXG#gdsR <t&Z LQwJl B LOCK|#xB $J !<S?wLzH & Zg^>%@%M q?RY SB>>T & LOCK|wb#Jz#V hst&klLXY? <jZS<M>T!%@zD $FBf gd@>s X -
Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|nQT!JM &?D$ HDlWF$ltq hwM@s zlj^Z# LOCK|^TbryL PBn<B@ #!tD&%nJw M$ljkPC%! LOCK|mDM&@@ #F#%sfZ <%k xrvxw%nC? s&>@<
Undervalued Stocks By Sector
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Undervalued Basic Materials Stocks
Albemarle Corp Amrize Ltd Registered Share Celanese Corp Class A LOCK|F h?b LOCK|!y#Y &% hsQ&G$& ^K@! LOCK|w%sQD fYxr>C$% NVS -
Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C AppLovin Corp Ordinary Shares - Class A LOCK|& %<w# LOCK|Zkp^JQ #%h >WxMw& LOCK|g>CQ@ ^Mp>>k%lT>lrzl >Qg >#qWN Lm -
Undervalued Consumer Cyclical Stocks
Adient PLC Alibaba Group Holding Ltd ADR Amazon.com Inc LOCK|>>M #vf &>pj^D<C %B^%P< LOCK|Kb &yP$&s Qm!b< LOCK|mT$g %k!%@cT@SJ sG>%> GJz@s> -
Undervalued Consumer Defensive Stocks
Ambev SA ADR ATA Creativity Global ADR Brown-Forman Corp Registered Shs -B- Non Vtg LOCK|rk<!> pyqT&vm< qYPw LOCK|?Rk^ T<! LOCK|%h^?sk>qJy% R$t&DC %%# MR?Gn Zl! -
Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Energy Transfer LP LOCK|^ BZ<r LOCK|qg&! FM&#!? ^F%# dJl$<<G@ @K@&Y# - xx<# LOCK|w%>y^ m!#x -
Undervalued Financial Services Stocks
Charles Schwab Corp Intercontinental Exchange Inc Klarna Group PLC LOCK|K !KXTFh#Bj MbFtf&<G <dqTq LOCK|%bC% PNs^S LOCK|DHPy Km$n$^<< ^%F -
Undervalued Healthcare Stocks
Align Technology Inc AptarGroup Inc AstraZeneca PLC LOCK|$Sh^ Y&%HTmFnS?H@b pHp!&j LOCK|FStv WBBxMDK!Q & W>l!M LOCK|Svv%yL <t?Y@HQDTRWZby <?$Z?H -
Undervalued Industrials Stocks
A.O. Smith Corp Acuity Inc AECOM LOCK|pQ#Pp BJzHNm r^B^ !n#p@?^V R@WbpF?#g LOCK|N RDHr^V<^C! j^&Jr LOCK|gNQW S!Htt -
Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|QMTz xmy>> <k@Sk> LOCK|$R# ?CdL$D V@bj% LOCK|knMj F&qL!ZdN$ Hb?!TdbN@y !H?>TQ -
Undervalued Technology Stocks
Accenture PLC Class A Adobe Inc Akamai Technologies Inc LOCK|@w$ct% f%K? sr&C< J& LOCK|b?>& qVPy<Q# j>c# LOCK|Kxky qpq@NGrX Tf#p$ -
Undervalued Utilities Stocks
Alliant Energy Corp American Electric Power Co Inc CenterPoint Energy Inc LOCK|r $!$<xp rwC> LOCK|Qj m$N#>X WLH$Y LOCK|Sz^! SLh&%^g>Zt$@p$
Undervalued Stocks By Style
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Undervalued Large Core Stocks
Alibaba Group Holding Ltd ADR Alphabet Inc Class A Alphabet Inc Class C LOCK|?!mN.q$$ $l!M LOCK|%X^ VD cHWP# LOCK|<X&&Pb V$T@ #>L@P j%l -
Undervalued Large Growth Stocks
AppLovin Corp Ordinary Shares - Class A Arista Networks Inc ASML Holding NV ADR LOCK|XNGBBQ^&< T%$H LOCK|QxChgG Hptr LOCK|<mzbnjR HZm -
Undervalued Large Value Stocks
Accenture PLC Class A Adobe Inc Amcor PLC Ordinary Shares LOCK|B>Ft$ $k!K?% ?sdr LOCK|XN&%$ ZCNt LOCK|$ rgb SY$!# -
Undervalued Small Core Stocks
Acuity Inc Align Technology Inc Antero Resources Corp LOCK|j$gqF&?P >Q%N^ LOCK|SL<! y^TWF @#?QNy LOCK|!XL##k!jC ?WD!QSB %F!s -
Undervalued Small Growth Stocks
Aurora Innovation Inc Class A Bentley Systems Inc Ordinary Shares - Class B Celsius Holdings Inc LOCK|p>&H CF!P@ ^g> LOCK|%tG>H PRqdYj LOCK|%#$M ##$Bg hMTW$ -
Undervalued Small Value Stocks
A.O. Smith Corp Adient PLC AECOM LOCK|@^^H>Rs kKMY?> Fg@>Y R?$ LOCK|Qh?m %$dbVF@P?g pb@xq sjT LOCK|L& & p#K% J<<q! $r> -
Undervalued Mid Core Stocks
Albemarle Corp Alliant Energy Corp American Tower Corp LOCK|k#^k?c $&M LOCK|s&L @w#Hwd H$ w?hCy %! LOCK|@Zfm fh%P&<LR>R N@pF&x -
Undervalued Mid Growth Stocks
Amer Sports Inc Autodesk Inc Coupang Inc Ordinary Shares - Class A LOCK|m> WbFR# %?!r LOCK|l LtbGcg%@n ?KpGc<r% pZ^dSN LOCK|>nNRK ^!C $K$$FkSW @P&xq! - Cr&Y$ ^g> -
Undervalued Mid Value Stocks
Akamai Technologies Inc American Electric Power Co Inc BCE Inc LOCK|g!J! D<t>f?KLp & s! LOCK|#k>Q^! mV^@>@$@##F !<dd LOCK|% ^zK C>Nw? ^^M
Moat Stocks By Style
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Large-Core Moat Stocks
adidas AG ADR Airbnb Inc Ordinary Shares - Class A Alcon Inc LOCK|cVPfT jqL!% C>Rvt%L X^& ?kpr? LOCK|<<T<%r $!K bv>H^ q LOCK|T%#b?f D%p wD$%> $ -
Large-Growth Moat Stocks
Advanced Micro Devices Inc Applied Materials Inc AppLovin Corp Ordinary Shares - Class A LOCK|p$W^ pBm>&q<H TQR LOCK|Yh >gd@fcn &z ^NHSWf LOCK|>m^pCXNPN kH<!J -
Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|$!S t$dv LOCK|H!n& ^YsWS C%vv LOCK|d&< J!c z>Lmw>r> rFjhV>zL -
Small-Core Moat Stocks
Acuity Inc Align Technology Inc Allegion PLC LOCK|%q@&V %tpc@>n$!sXN r#!R?XBl &r?><G LOCK|Y^?!c$sw v#C LOCK|&CPG @q%>& WRxD -
Small-Growth Moat Stocks
Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc Crane Co LOCK|?dLXDR $&< bZJ#? N<Y? LOCK|>t!#V %<$>&Tt@ nrv% LOCK|&Cg? s?l&PC -
Small-Value Moat Stocks
A.O. Smith Corp Adient PLC Asbury Automotive Group Inc LOCK|Qclp>#Tv T!j< LOCK|D!TX PWyw!?s<QY&?^ ^!@vdL LOCK|?f&>>b C!GN!Zhxd#M&&h $RpwHt -
Mid-Core Moat Stocks
Agilent Technologies Inc Air Products and Chemicals Inc Albemarle Corp LOCK|b#@@p R@%?sY dkCnW> LOCK|%JgG$n HSby# ?!?fj LOCK|cK!B%k Yc^!> Tfcgk %T #d# -
Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc Amer Sports Inc LOCK|$@&Zc&p %%X^ $!KY& &lZW LOCK|N&j@bJ Qr>V@ LOCK|C@ D^@pg&q<m@ sb@ -
Mid-Value Moat Stocks
3M Co Ameren Corp American Electric Power Co Inc LOCK|MYyX l%x^%ppg@ & ?nQ LOCK|c$zL vP#%S LOCK|@cjKnt @gbqlz$&^YX L?q?
Moat Stocks By Sector
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Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK|cwf!mS &RYQ F$wfj p%QH LOCK| $ZD$l^<jYv q@>!qxf^ kKfj< LOCK|X<P^< ^JP -
Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|K?&&fj &sxv %qH!S$%P bn%CDq - HgsBk zN LOCK|&? $v? LOCK|$R@W< BZD!Fh&$xJ>%mY j?t BRFk$ @F -
Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|>?Pzk Rf!x@vrd?G#D lhth&j$b ZS>< LOCK|WfD!.>!^ @PV LOCK|NNh s#@ p&<#>J^$ zcj^<s -
Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|P$v$Y #kbp<YF% @^%Sp<h #W# &^b^ LOCK|hVV-lg?Q<t ?%n$ Z%<Jcc?m#F $!d -g- J%W !q$#gD LOCK|vhDZ z&@ -
Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|y?>zH WW$G LOCK|HD$n?&yH%@r# LOCK|hhC H!nXXr BN^!g< -
Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|M q?> ^@>l^ K LOCK|?>#Q !pKmQb <<$DH%v@M> q?v LOCK|?Q %WHn$LQQ?? h^^q q%%t<z^! >z&hX! - ?L!x$ <#$< -
Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|r!% cz% LOCK|Cj! h!R%^p#%g@ @<#&kV LOCK|@<j^# ?P<w?!^zJDx#N$C %^tb -
Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|%XVqJ& Y@L LOCK|&@bX bs@ LOCK|bY M?Hp%^RY!Y <&@M% -
Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|Z>w BMf?Q^ bj<SSg LOCK|T@b%j ^d#% LOCK|?&d l%J> %!^S^VS !fKR<N -
Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|#j&@r< ^m%% rJlYv ? LOCK|b?rC !V#dBtP B^Shy< LOCK|j^w vSD
United States