Best Investments
Explore popular pre-filtered screens based on our independent analysis.
Featured Stocks
-
Exemplary Stewards with High Dividends
Ambev SA ADR Bristol-Myers Squibb Co Clorox Co LOCK|cr$JS W^lfd LOCK|t%WhPk YyQTjdF ?s #B@K LOCK|@?##& &vzrV gmmr& -
Five Star Stocks
Adient PLC AECOM Albemarle Corp LOCK|&yZjC ##^W^ <kHL$!m K#B w!#V LOCK|^&$P B&v<lQXM>l k@! !^^Fs T LOCK|&> & ^f#P @!hH? vcW>k -
Moats on Sale
A.O. Smith Corp Acuity Inc adidas AG ADR LOCK|<p?y RY% LOCK|nLV !#? LOCK|$gYd^q# T^g>< -
Undervalued US AI Stocks
Alphabet Inc Class A Amazon.com Inc Amphenol Corp Class A LOCK|p!>> t^gWBP>P Fcc LOCK|QV&?@# c&w LOCK|y% g@q@d#%x@ r&J ^$^Y> N# -
Wide Moat and Undervalued Stocks
A.O. Smith Corp Alibaba Group Holding Ltd ADR Allegion PLC LOCK|>%CDgk @>m JqkFN ! LOCK|?B&&<! VQY cZP!& XMQ LOCK|&S<T.Lnh cm#n
Featured Funds
-
Allocation Medalist Funds
30% Allocation Fund 50% Allocation Fund 70% Allocation Fund LOCK|% @k#qb<bp<% H^^^!< LOCK|> &%m@l^?FQz^ hL<^ j&mL@ M $!!$%yc LOCK|!h$@ fH!z?<#gp N<>Kz>qj &ZD$ -
Attractive After-Tax Tickers
abrdn Emerging Markets ex-China Fund Class A abrdn Emerging Markets ex-China Fund Institutional Class Alger Focus Equity Fund Class Y LOCK|jhp lRgv%y & H%jqlw &jNC CL#rl >Nm LOCK|<@M !q<xGj & SJj@yp DH@< rj>qq D@c LOCK|Wn!<W@% s&n?MQ#j$gg s!DS? <$G zj!! Dw>$! $ -
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|r<Dzp< %^>dY #bVvM< q<HRqrMbc <tfs? >&L-X-Jl$ LOCK|>@hgpf R@^bc !#&$Fg p%f!w@LNj FHW<V r LOCK|<C@gxM Wf$%m #x>RSg #<xG?P^#v gP$@P p$M^-CXz> -
Best Convertibles Funds
Harbor Ares Systematic Convertible Securities Fund – Institutional Class Harbor Ares Systematic Convertible Securities Fund – Retirement Class Virtus Convertible Fund Class R6 -
Best Index Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|#> #<bPvXc#hrBkL GsJS$q !%ql$$g< &k#d YTJs LOCK|<c>p&X ?mw<zsd Z.n. ^FJSR@! XF%%?@ yWk%# LOCK|!!Z^# K?v! &?r% Cs$!hJRT KjvZ@#G QK& -
Best Sustainability Funds
Amplify Etho Climate Leadership U.S. ETF Calvert Green Bond Fund Class I Calvert Green Bond Fund Class R6 LOCK|GkTBj Z! rm<$&->HC @^@FzZ&g!, WRpz%F >M$ #G!^^x&X! Tg<px &$&#lN LOCK|x&@Bz% zYJSc?F pJRgw'# $vfQyM!F%! <T<! - f#rX^ ! LOCK|pKS h#qQ^h n<Wy@b$X$?%cg !rQL@ZS J^$x #@Hr>^yq@l@@q ^L@Wt# -
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|XHv Kz<kvc%Wt V!x >nTM <&%&C% n@&y $d^&c cP$g dqXh&r!$H@&@HL !T@%!V!# LOCK|%&> ?$m?SNm#> %L< RC>F >R^wPQ Ndm& >mn?R py## FJB?$ @-tKb LOCK|jp> sX!X#$^S! cB? &^cS #D@BzY z^$w rqCxX Fn&j @Yjg@ ^-p -
Dividend Index Medalist Funds
Amplify Cash Flow Dividend Leaders ETF Fidelity Dividend ETF for Rising Rates Fidelity High Dividend ETF LOCK|LWm ?@N%f #D^&$# t$gZ>g hPr$h><? & Mss>&r!% c@^& LOCK|sV? YF!l@ %#V^&t c^>XMYXf MZ>ND?dnx j^NDz LOCK|%cbDtg <.Q. @CMN pgY!%#zv $vC> P$%W^ jG<hYV -
Gold Rated ETFs
AAM SLC Low Duration Income ETF AB High Yield ETF AB Short Duration High Yield ETF LOCK|&zc> V!^y#!YSZ #??v#L%! MPkJ LOCK|Sy< Cq qrLp! LOCK|?Wz yk Z$Dg?HB& & $V<@W##z &Ls# -
Hidden Gems
Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 Allspring Disciplined Small Cap Fund Institutional Class LOCK|> s&<Jk KTG MV!KP-KM<HM D!DW S?gX? g<F LOCK|& &zlW$ $#t ?lg!^-%Sfb? gZB& pmQV^ %?s@ LOCK|F DgFVJ &>P bKcX$->Xd^J VSp> %PgL@ S?v -
Index Medalists
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|Rw @#bRLn>hQ&#C< Ys%jXc !M$#dt?m @v%# &q!& LOCK|k%&#DD WR&ppq? t.#. Dh?Yxs% TY<^#@ Wq>dgK LOCK|ctcT> K%BB GNj^ $gmRbvcm VkQBJd^ r@D -
Medalist Sustainability ETFs
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF Xtrackers MSCI USA Climate Action Equity ETF -
Savvy International Travelers
AB Wealth Appreciation Strategy Advisor Class American Beacon Ninety One Emerging Markets Equity Fund R5 Class American Beacon Ninety One Emerging Markets Equity Fund R6 Class LOCK|%l?$j^ <$?Yxp rk@vf# ?$# Zhf%##?? &@<n<?g >Hb$nb <#%# X @NV!@hM LOCK|KpH?F% hC&cv #SH@$n# @l<^$ v!q?$l VV? mCsVb< #D%t® WZ!&@ gnx-K LOCK|^mj#$z MCv!t gXYyHv# ^ZJ?q #vy!%d jz& #?<pf? V!CF® ^DB$@ s!z-t-m# -
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|?Vs @s wjG@!&&^ & @Q&yh$$v CdXJL LOCK|<#@ MB $crg?@?? & NR^MD^N? <%Z> #Ttlt Jy> LOCK|P%< n$ l<r!Q!m^ & s^&%^Y&F $fDy ^N<>K v%^ -
Sustainable Index Medalist Funds
Amplify Etho Climate Leadership U.S. ETF Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF State Street® SPDR® MSCI USA Gender Diversity ETF LOCK|@<J%w?% SK&J y!n ^#!@%%D lPBt^% &G<><@ hY$yJ? -
Top Medalist ETFs
Alexis Practical Tactical ETF Alpha Architect U.S. Quantitative Momentum ETF Angel Oak High Yield Opportunities ETF LOCK|&rVd> @!<jwbs %Z<TH#Mn& rBR?l QLt Vl $NKn LOCK|G RhF@^JWR^? r>!X&!?N%T & k$TZ^@b^ L&Thnp LOCK|@k&<$ ^^ %m>d# d!n Tg%x$ FndBNt -
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| L#fy< l<% ^p&^C S!H< t%dF? ?%^n LOCK|H>h GkQ?kh%# &R!Jg&T <C-D%rDW S@?@ >g!Sn%H&^#cwf HfmK^% LOCK|zRK T<JC J>p!mH $!>< b!TkWQc&KfNQ@ P&<xfF#& -
Top Performing Sector ETFs
Alerian Energy Infrastructure ETF ALPS Active REIT ETF Amplify Blockchain Technology ETF LOCK|K$S%L pfL^#n & yz%#nhb BG!<#%x<W &gYHc#! C%f> vfwLJG LOCK|Y## qm#Qp@?P&S jlF<<S LOCK|$pkgX w>zh>J FBb!G>#m kZ$%>Z@!!< $%RL&
Equity Medalist Funds
-
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|tV XZqgn Wc#>N <Z# $<lp^f ^vFv x!&vc m&X$ LOCK|<G #Snj! tF@jv L#& S&xx&t Pfnm #<M<& <? LOCK| v$V^S?@h% ysbF fQ#d## -
Best Large-Cap Funds
Alger 35 ETF Alger 35 Fund Class Z Allspring Index Fund - Class Admin LOCK|&F@@y^ @yj$@ ??&jnd#q <nrJ$> T&N%® ^jB>Z bL^-V LOCK|@<#PJ< M?Prt ?!%m#rH% D&&F%s #xwL® Qzt?@ vv<-L-dzS LOCK|Xz?ZYH Dw$s% X?NJP<^N $^>hWZ ^V$N® <WL$L tWp-X-z -
Core Medalist ETFs
AB Corporate Bond ETF AB International Low Volatility Equity ETF AB US High Dividend ETF LOCK|vdz Qy >Q?! LOCK|NL$ Pc#y?kth@Fc> Y#>Xl> !d<m LOCK|@Dz!W#f Vx!@ cR!C <>@y -
High Quality Core Growth Funds
AB Large Cap Growth Fund Class Z Alger 35 ETF Alger 35 Fund Class Z LOCK|#fz !Hd%D ^?Zsgc !zp< ^VJ!t G# LOCK|>x% MRgdn %^<Sq! %bZ^ f?<s^ Rp LOCK|wf^ mglHj w<l @mbF&@ qfsm%h<<N ##Wl^ K-Wh& -
International Equity Medalist Funds
AB All China Equity Portfolio Advisor Class AB Disruptors ETF AB Emerging Markets Opportunities ETF LOCK| Lx#&D%L@B>@k# spF J$&<dy$tjX sQsNj< >>ph LOCK| <t<m>$M%<Z?>% ?m@$qPPJ@ ks&d!#y< %#!&W$?TV b!r%?&z g##h<vr LOCK| &hQN<Bwz@#K<> M^^F$!mnK l<hdN&N> lhhHN<?@H @@W<@ &f -
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|&r %fCVY n?q%f @<& TW&j>! >&@m ^wW!c VBXj LOCK|r< XTl<D N@Gkk &JX vSs&#& R&qB %G>!$ @?cv LOCK| ##tVkPx^Y $pB%w? @@$& %?lp#$m xQ?%qt -
US Growth Index Medalist Funds
American Century U.S. Quality Growth ETF Calvert US Large Cap Growth Responsible Index Fund Class A Calvert US Large Cap Growth Responsible Index Fund Class I LOCK|Rt%yd J& x$!@$ vLQ t<v<wm $FXxRYj?&mY X!f@< q<R? %CMPv !K LOCK|xKRRJV @DP%M KL! v@m%<P w!^wn >$%mG LOCK|y!r^@R ?$> QJ^ h>#Bm^ X#gfK k$Yc@>< -
US Large-Cap Index Medalist Funds
Allspring Index Fund - Class A Allspring Index Fund - Class Admin ALPS Equal Sector Weight ETF LOCK|WR&Jt% jnvxYf? s.z. bHxJ&q% g^&F@? q>Mb% LOCK|? <gl%dr T%K!?s#pL!glF S&? &!Y $#JmH K>^@c $b$B !ykQx #vdb LOCK|X &Bw>L! r&M @@S ?Wg&Z <y^kY -
US Small/Mid-Cap Index Medalist Funds
Amplify Cash Flow Dividend Leaders ETF Amplify Etho Climate Leadership U.S. ETF Barron's 400 ETF LOCK|# @?H^<T p%#z<@ krZtf W%rh qHhs? r LOCK|t r%x@B! t?FPnS Xh<Vq qJ!# &CwR#%N> !CSDPk LOCK|@ G!Xrwk Xx<x! ?&# VJJ^w @Lmg! yDW? RYSQc g -
US Value Index Medalist Funds
ALPS Equal Sector Weight ETF Amplify Cash Flow Dividend Leaders ETF Calvert US Large Cap Value Responsible Index Fund Class I LOCK|@pF^p cm ^??>y &># WkVh@ T@yr@fmF%## c!pjw f&GR v<y%x <y^j LOCK|Dw^@>@ R&l^WDJ# yM%&QtFT nzQ<h JWMm LOCK|TyTk$& %@@K?P$^ ?&f t<$ !$dC>@ xNdq>K&
Medalist Bond Funds
-
Bank Loan Medalist Funds
Aristotle Floating Rate Income Fund Class A Aristotle Floating Rate Income Fund Class I Aristotle Floating Rate Income Fund Class I-2 LOCK|@>@<Z FwBZNQY> nx?! ?fDs >whV@x^ ckd!@R%&M LOCK|rFl<m Mjn!!mt! p?xz %^F! @gmJtBb@>x!^K !Lgz??X# LOCK|v>?%% !by#hZC$ !Kv^ XmT^ G#?Nv<Ny q&^b^<Cx^ -
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|CRjX&% JYTll>L Nrq&@>sT kdtQ !@fV ^pd<!H hWj& - %Rk@! Z LOCK|$LB%V? XZpTh$^l !ml@ nb@# #!&#<l h>@^g?w LOCK|hS &L%PkK $Ztj@??j ^rn% <Z#G ?>F?x ?TP -
Best Corporate Bond Funds
iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Broad USD Investment Grade Corporate Bond ETF JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF LOCK|#%?kxY yyB&nM%!b @y?M wV&n FZWQ< r<?Z$ LOCK|P#@# D-v& $pB$ c@q!w@L!m >SZb %C>$ LOCK|V>b V%#Gw$® !qNk® xr%#>@?W% N#FW<k$>j zry^ z!PV< -
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|^y$RHl mDH!M jZMb>Y&D JV?>-!m^?%S Y!XV#® CtvFF #g$-D-QZV# LOCK|Fv?r^F wm>lB !r?XjZGH ?<M@-fBDQ?? gjGz%® ?%^#K W-f@ LOCK|BC!>qR t%?@K @&Z&$b^@ >M?%-^YLZxr ?>p?!® FMfXw &->vpw -
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|D<Z>sM zyT#M Bn& $V<> $?lT @$ cPJy&!H® HVgCq w-j LOCK|h%?^p@ Nw<&& Hh# t?%? Nkt# M> WgB@&j!® $?^wt x-Y LOCK|yNQS?! ^%X^F R@? KGG! Wz&< Z# JpS^?$%® Q#?cd L-PZ$ -
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|!KDf?^ D>bvnB Kjv RX!# &#JP P!Pl Dqt# zh h&HYLQCG LOCK|&!D $x<# %!<Y @TKT SSm# &ncW# k@M>hQRq$WP@Xgk$ LOCK|M&g fp%x pBq@ zQtm mffN @dKLm $KKrJpV<# -
Best Muni National Interm Funds
ALPS | BBH Intermediate Municipal Bond ETF American Funds Tax Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Bond Fund® Class A LOCK|<!mty< !>WQ# G<f-<k$Q$! g>S& #s&X® vnWyn t-W^Zc LOCK|>Q?z#> @m@?Z h^$-?>F$>& yJ%> n$Hr® c&rKk w-Hwp LOCK|&^x xk^S &^kz^b$QZ!%z ^%xGMg?QS lnm& #T@$ &%#&rJ?z?P@f% >!yp#> -
Best Muni National Long Funds
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class Z LOCK|&CTHR$ L??@x#<&w !th!$^ #hJ>#m! LOCK|Rn@Rb@ ^<N D>SC!$Pqs m<N<Ph W%>%HJ@ LOCK|C#Hb>@ !Bf ?WKtSsTs<dD KXdw!F%@P BpC>l# $j#WFyj -
Best Muni National Short Funds
American Funds Limited Term Tax Exempt Bond Fund® Class F-2 American Funds Limited Term Tax-Exempt Bond Fund® Class F-3 American Funds Tax-Exempt Preservation Portfolio Class F-2 LOCK|BXbbgv R^btK ?^<-><^&Zz V@K$Zz^N&hp< W!^Yzn#SN &?!#& P-#> LOCK|vnL xV<SF-@^M? B^S$#bBb& >nLW %m$w yq?&<&C^Lp$!p Lm>%^?yk LOCK|X@TW>% SVW<!<Y G&ykc!# >##N B?!pksgkp %z&<!Q B^f<dD -
Core Bond Medalist Funds
Allspring Core Bond Fund - Class R6 Allspring Core Bond Fund - Institutional Class Allspring Core Bond Portfolio LOCK|BS>J<n %?j&> KJ& RRdr ???% && KRnp$!^® &^%HJ D>C-%L LOCK|VXZHj& FXD!n PSj n@K% hCsx ht <%Kl$K@® <qsVQ M?N->XB LOCK|$<@W#? V>F>R S## rvcq >SgQ ?Z Y!q#?lD® %r!wk >Vx-#!r -
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|j%Vw&KH Gx@L <?qS qnfr SV%> %cgBV <d%K LOCK|W>@r!mF $!%& @hkB ZsY!y LOCK|lG/FLDwd !gMF# wl^!!q T^<H &d@% r^!zD ^k^ -
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|P%GQBV^ Pjqzfg gF#bH^M<n c%zt V!yQ j!SX? C& $qhflXn LOCK|$&DcWj &^tMxt? ?@>h&MX&^ @R>S sgdL - ?G@Fg #<& LOCK|?g%m@> <xhvq$#TW M&c$ w^s -
Global Bond Medalist Funds
AB Global Bond Fund Class Z Amana Participation Fund Institutional Shares American Funds Capital World Bond Fund® Class 529-F-3 LOCK|Tq%G>? bP>R> j&b<zFz X?t?? <^rQ t!h#® @FHbM #-r$L LOCK|#cSKW% l?&?> Y$b%R%V &kwl? ?@&j !lZ<® >YVDW K-c?>n LOCK|JrM#z> tTC@T v!#YVjK F>$@^ ^$t# HfS^® HM@H^ %-dfJ^ -
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|!^m!ws !<><c p!<x!>Jc <&>D® D<gPK ?&@-K-cF LOCK|>^M?Sf %#R<% n@p>C@S@ L^S?® >ngt? ?@%< LOCK|#%k^g> L%b$@ m!lX^%&> $p$g® gs&zr #-#^> -
High Yield Bond Medalist Funds
Angel Oak High Yield Opportunities ETF Fidelity Advisor Capital & Income Fund - Class A Fidelity Advisor Capital & Income Fund - Class I LOCK|l!PYpr @pv&NvX >Z!GxQt & %$Y$%l MPqf - !Py>^ t@ LOCK|D>^yJs $BcP#!j zvY<K&R & rj^r!h r&yX - %#v^P f@R LOCK|kZ<fZ? B?MM<$P & !SDJNG #!j> -
Inflation Protected Bond Medalist Funds
American Funds Inflation Linked Bond Fund Class 529-F-2 American Funds Inflation Linked Bond Fund Class 529-F-3 American Funds Inflation Linked Bond Fund Class F-2 LOCK|c@cDl> zQ$B% v#@qNqtJd M?^N#% ?$T# ?s!r H>wKV W->? LOCK|wS&W#L mPKjH $khMv@h&? GFwZg> D<v# %@?r c<Z&L $-WC LOCK|wn$R%r Jn?<v W#<vDn#>l p%@^@@ Dv#K $zX# !DDcH g-GW@ -
Medalist Bond ETFs
AAM SLC Low Duration Income ETF AB Corporate Bond ETF AB High Yield ETF LOCK| ?M%>Z #mnJc<>S ph<r ^@J?C PfK LOCK|w@@?Jm% Xs#c @mGx qfL LOCK|<ldp&w$ v%&QYF zbK# &>HqL# -
Municipal Bond Medalist Funds
Allspring California Limited-Term Tax-Free Fund - Institutional Class Allspring High Yield Municipal Bond Fund - Class Inst Allspring High Yield Municipal Bond Fund - Class R6 LOCK|$P#&khP R!sS!J@!^r^y @bq/Dtt-$%%$ <%H> - fT>hm q? LOCK|r!%v?$! S@j#jsR!C$@g %D<-^%B% %gCC - F$Q@w w#%<g LOCK|bnh@x!z r?vL^ yp!FF $?n<rfT&% #Y!m -
Nontraditional Bond Medalist Funds
Artisan Global Unconstrained Fund Advisor Shares Artisan Global Unconstrained Fund Institutional Shares Artisan Global Unconstrained Fund Investor Shares LOCK|bfgk$r^ w$&%!% WB^@cDRm yM!$% MltC nz#kV z LOCK|j&&j<$& P>$MM& $>Y$@Dz# gLq<h &s!N !?vbTJ>zvX?jv >v@rWKl! LOCK|df&K<NM WF^ZpN$@> V>g??W <d#MM!LS@VYc< ^bLX>BzP^ @&@#l G^V -
Standout Munis
Baird Municipal Bond Fund Institutional Baird Municipal Bond Fund Investor Fidelity Advisor Municipal Income Fund - Class A LOCK|tGD<K> @T^$?Pq !n#kW!&?p NFf<^R %^z! - &>gCl K>p LOCK|^Gj!yK ^^M^gSW ^qLvJ&!S& #XpTvN $Y$T - JQg%z n LOCK|!!ZgyS rv$>C&h BW$yP@pD> @Tq%SP J&%n - $^^qF f%s -
Taxable Bond Index Medalist Funds
BNY Mellon Bond Market Index Fund - Class I BNY Mellon Bond Market Index Fund - Investor Shares BNY Mellon Core Bond ETF LOCK|tqGT!J@ DF< nsVLd z-X ><#@ hyvD>Mr&@ C#S> JVjm>K LOCK|lZ>!P<G C$Bx>Tmr^ #xPz m!qQ @BypsQ !s&$zs#? ?% >?RFf$LL $^#d LOCK|WgM$@&J #sZg!?VZr d&$ V^fC YyDmD^ Zkv>@$># b! G?!&?>Y< km<sL -
Taxable Bond Medalist Funds
AAM SLC Low Duration Income ETF AAM/HIMCO Short Duration Fund Class A AAM/HIMCO Short Duration Fund Class I LOCK| t&#DtTq#< XMMB V!&S LOCK| H>&Y@N ^&Fd #$Q^ VW!CD &@ LOCK| m?t^ Fcb>% K!<&& -
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|ZSf^N$n m^kkd cSM$P-#Xj# @hcRn> D!gk - z$Zrj z#%& LOCK|@^@vJKK &Xj@S ?#kx#-g<%@ GSl&k# >YlW ?XK<R D#Sym LOCK|>@< Hs> Ts%??MQ?RJ Vwxk>L Lqb
Medalist Funds By Style
-
Large-Blend Medalist Funds
Allspring Disciplined Large Cap Portfolio Allspring Index Fund - Class A Allspring Index Fund - Class Admin LOCK|>m>@W<@ ^!qmj &#< >B<! Z^&y - c<p%S ?wDS?r! LOCK|G>W!j#n SB@k^ y!@ &jGt g?QB - !%F?@ <$R$r LOCK|G$ <^gwn% c^R^&P j?&CF&>G#c# DW& -
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|F#> X> #Q%!B LOCK|X%$ m@ lK$^ d?Xy< F LOCK|d>j ^q@@QxNHrsry J<vw>! ?^@&$ -
Large-Value Medalist Funds
AB Equity Income Fund Advisor Class AB Large Cap Value Fund Advisor Class AB Large Cap Value Fund Class I LOCK| ?s@H% &x> ?%r$S ^GKd K#c^# l LOCK| n& N<!? $bHC!$Cl v%z LOCK|#v@n%W@ mys@x K^h !^V!F >d >D! -
Small Blend Medalist Funds
Adara Smaller Companies Fund Allspring Disciplined Small Cap Fund Class A Allspring Disciplined Small Cap Fund Class R6 LOCK|!WJzy<j gp^b$@@^bb! BkRpg mRp >z!< &pJM@$B%x%&!! mh%@D>Q LOCK|bgM&J<L Pt%b Z^$F dlbTk LOCK|f >?qB^ zR# z<<F@-%%g$B f&fc tKpH% mWw< -
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| hhK@g &%> J?zPkd K!^q%zmxv kB!KvG& $D^&kX LOCK| ?>gZQ !BJ Qgqv%K @$lD?V!%$ !@Q#$ ? LOCK| lv@fY !#> ZF%V>g tYhHWG#^# N<hNr r?s -
Small Value Medalist Funds
AB Discovery Value Fund Advisor Class AB Discovery Value Fund Class I AB Discovery Value Fund Class Z LOCK|yp%SCcq Bm!B& ^LM dS#q? Vk#! X>$!w W LOCK|F @@#?& q@Ch >%hVP @WL j^#$T &%l% WhWm& dZ LOCK|k #X?!X J$j$ #^CGH <!J @PD^P <#!z &<&qn ?&%j -
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|DT>#mF Mf&KLhQ pX$ MN@ &Lbm^ y%lP #x rfQWBS< LOCK|#vKPC$ %c$tD#? tJS ^<T hxtmF ^&!J d <bVcQ LOCK|& rJ!C$ ^Vt? sg^ mL> ^$G@$ NgYX - Q>!t< #K$R -
Mid-Cap-Blend Medalist Funds
American Funds U.S. Small & Mid Cap Equity Fund Class 529-A American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-3 LOCK|K<vJ>y c^^K% Z.%. yfTn# & >MX YjS ST^@&@ @x<> T&Sp^ DT LOCK|b<YB!F @%%#^ y.>. !&l$! & q#H hh< @%&$k< ^fP> %^%jz g->LD LOCK|BjP#mv s&Nd! @.^. ?$W&# & qM@ ^?% HR!nBb S>!X zN^j& $-L<X^ -
Mid-Cap-Growth Medalist Funds
AB Discovery Growth Fund Advisor Class AB Discovery Growth Fund Class I AB Discovery Growth Fund Class Z LOCK|p>K @%V <c? JG rP?$ LOCK|l<q ^l< G&F ^XQycb @Fj< h$dRc X LOCK|gTC v?q rmN hg>T?< vZ%^nF^$# %y?#? !-%M
Medalist Funds By Sector
-
Basic Materials Medalist Funds
Aegis Value Fund Class I Allspring Precious Metals Fund - Class Inst ALPS/CoreCommodity Natural Resources ETF LOCK|^M%M@b ##sJ$h ^NS R$ZC>TD >^w>#jmpx >DZ LOCK|^sq & B?vfYM &Ct#Spy ^BTJ<WSrj G<XCqJ T@T%Z LOCK|XC$G$L wY#^L?s ?Sh# ^VWC - dT!Hj !D -
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|Z$&>V& g?&D<>! tRwP$@>#%>v&% !^lH#%MZ qQs> - #WS%p cJ LOCK|p?<DPQ ^?>n#!$ #<hn>!ng>GKH# ThXLh^F# !$sH - XM^<& !p@< LOCK|c?^$>Q Xd@M$$tYN@ $<Wx$&lsT!&LL! ^Jc$j! -
Consumer Cyclical Medalist Funds
Fidelity Advisor Consumer Discretionary Fund Class A Fidelity Advisor Consumer Discretionary Fund Class I Fidelity Advisor Consumer Discretionary Fund Class M LOCK|bg#h%s myXQK?< ?#p$pyVf ^dqxNvR&c?r#d YHrf ?<Sq! #d@ LOCK|LY<FRx w?J$ >y%F#X>! $c#Vh>YQ%^?K^ s!gC@ yJyM>M LOCK|$^cf$k c%$@$! <l@%jzd##S># zsV r<Fwy&J ?R!>&Z&?yX -
Consumer Defensive Medalist Funds
Fidelity MSCI Consumer Staples Index ETF iShares Global Consumer Staples ETF State Street® Consumer Staples Select Sector SPDR® ETF LOCK|SslT>T $^nf%!kk ^%Y>Q@! !B%L> &%WT !rRQW @VL@^Qp %!%RYvL&X LOCK|s<<$M? !fn$<?>< ?Y<>$W^ !%qQh S>^f <rD WB>YnGN -
Energy Medalist Funds
Fidelity MSCI Energy Index ETF Fidelity Natural Resources Fund iShares Global Energy ETF LOCK|@mxWZ z.z. %&?WR? l!#Qy LOCK|bXX?Q <.h. FjY & kRp %jH<^kyx!%^ & !%qFd^bcR? K@JXZ LOCK|T/md<>q! DFp><> KKKzwz !btx >&WfJ w>Y -
Financial Services Medalist Funds
Davis Financial Fund Class A Davis Financial Fund Class Y Davis Select Financial ETF LOCK|X$mF^C @v#JZvM !Cx<@GK&Mj Fg<? - ><Fj& Hc LOCK|P@#@t& @qVcNhy flR$BJ^&ZZ sH@b - GWcqx LDk LOCK|%#gLlR FshVNts <JtzcdMRdN tC>& - b>^yb ^cPD -
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|pm$xXxn zZ@%gn PrQ!MYp$ Gq!?&SM#$>R## %dbjcnVdW T$Jqf^yt & !<Y?TT! LOCK|h%?$Kzr #gDJ<^ $?<ZG>N! CLKZyvW@!TpmN m<N?lbk#^ &s!x?#! $!P#k<#Q LOCK|r ^VmkS#m ?ghy !!?g#z#D %nY@G$D^>X >kLqFk -
Industrials Medalist Funds
Fidelity MSCI Industrials Index ETF Gabelli Commercial Aerospace & Defense ETF State Street® Industrial Select Sector SPDR® ETF LOCK|#<gDh@ CW#hscw$PsK fxl%J dt%& zH#%#tn n>BjN@% LOCK|tZ&wS? rckR#?F%%Y! mFRSB qd<? lZj >LCBrQZ -
Real Estate Medalist Funds
AB Global Real Estate Investment Fund II Class I abrdn Real Estate Fund Institutional Class ALPS Active REIT ETF LOCK|&X^sFR Sx#FGl# z!Fm>H RW>? jPx^rT Nl<& f T<StG LOCK|L>?mM# p%>pdT^ xXx$%$ zb?^ LX?$T? Tc!? F >@Gyp<? LOCK|?$tnd& <X>@Ml! pgyP%j Db%C LGS<fJ wr^M tvhd<bW# $X$j$&vq -
Technology Medalist Funds
Alger AI Enablers & Adopters ETF Alger AI Enablers & Adopters Fund Class A Alger AI Enablers & Adopters Fund Class I LOCK|LR? Tw L%b<&QPH & ?$<jrT@< #wrj N%?qz !>> LOCK|MGN dM Gfz%d^!< & >z^$<%p& !qTx !@$s% TCqB LOCK|M>#$qWJ #??<krjkD$ #&#>ByH@^b!X? CrX@ Cx&gj @ -
Utilities Medalist Funds
Fidelity Advisor Utilities Fund - Class A Fidelity Advisor Utilities Fund - Class I Fidelity Advisor Utilities Fund - Class Z LOCK|!X$#>@ xB!J ^f&cTRCG@ $l&Xf &##$ LOCK|QKGChM nDy^JM CjTT><tVM &x@km>hVv LOCK|z<f<PL <#S#M?R $<Q mSl?gFxQC @hJm
Undervalued Stocks By Sector
-
Undervalued Basic Materials Stocks
Albemarle Corp Alcoa Corp CF Industries Holdings Inc LOCK|#m!JB vc$ LOCK|K RVpl LOCK|?z^h @F Vnn?R$@ ?!% -
Undervalued Communication Services Stocks
Alphabet Inc Class A Alphabet Inc Class C AppLovin Corp Ordinary Shares - Class A LOCK|&% #nSr LOCK|Wt< >L% Q$c LOCK|T BkR -
Undervalued Consumer Cyclical Stocks
Adient PLC Alibaba Group Holding Ltd ADR Allison Transmission Holdings Inc LOCK|JNxC.>Y% HR@j LOCK|#B$ &?h <>?Y@$@y D?zxYWQ LOCK|N@ CPM!D& Nhd!BC -
Undervalued Consumer Defensive Stocks
Ambev SA ADR ATA Creativity Global ADR Brown-Forman Corp Registered Shs -B- Non Vtg LOCK|w!s?@ NzZ&?!#g ##^ LOCK|yKfl >R$ LOCK|%<Sr@F@s!@Q &$tgyP ^<Q j@r&Z !p -
Undervalued Energy Stocks
Antero Resources Corp Baker Hughes Co Class A Devon Energy Corp LOCK|%m#L@w vNW LOCK|Q Vy!Mz LOCK|^<Wp Q$^NZM N^>! Qh!>?l<h Qh>J&h - ?GZ#Y -
Undervalued Financial Services Stocks
Ally Financial Inc Aon PLC Class A Apollo Global Management Inc LOCK|<& ^>n^<T?^ >? >N!Y LOCK|Wn r> h@s&Br& Jd@nshD LOCK|!>Q%^& c$H vmX&#& -
Undervalued Healthcare Stocks
Alcon Inc Align Technology Inc Alnylam Pharmaceuticals Inc LOCK|pw#?q<F^ vP#W LOCK|T%t@ @hW>&p?$^FNhP ylS LOCK|P^<@ vPxt&?t<$ & X# -
Undervalued Industrials Stocks
A.O. Smith Corp Acuity Inc AECOM LOCK|Dy h&CY% LOCK|$%J!Vr <$^r@ LOCK|@f&V &l -
Undervalued Real Estate Stocks
American Tower Corp Americold Realty Trust Inc BXP Inc LOCK|SJQQ #<mFj !VTRFh LOCK|@r$ !%KWDQ WQVM LOCK|BS>r$ & bQxGK>@XK qrS -
Undervalued Technology Stocks
Adobe Inc Akamai Technologies Inc Amphenol Corp Class A LOCK|q#Mqq Jly>H%^v@ c?d LOCK|#w^f %@g!><zm #fw%y> LOCK|&v tbBB<$t q$ jVg -
Undervalued Utilities Stocks
Alliant Energy Corp American Electric Power Co Inc Dominion Energy Inc LOCK|k #$nQ?@ h@v@ LOCK|#D >mV<z$ !?d!%P^ LOCK|B>^l DKVl^y^L#!d@D!f
Undervalued Stocks By Style
-
Undervalued Large Core Stocks
Alcon Inc Alibaba Group Holding Ltd ADR Alphabet Inc Class A LOCK|<X?<kQ nl> ?CBz! t% LOCK|@Y%@.FS@ #zW LOCK|@mK >@ #Pr -
Undervalued Large Growth Stocks
Applied Materials Inc Arista Networks Inc ASML Holding NV ADR LOCK|^>%g Sx LOCK|%?qDs> cMn LOCK|SnmzB #@&Cg -
Undervalued Large Value Stocks
Amcor PLC Ordinary Shares AT&T Inc Baidu Inc ADR LOCK|XY Lv<wQr$# $% knHs LOCK|Cr Mt <@%GvsW ML!@?Xc LOCK|?Hl$j #%Fw@pk@ !q#^ -
Undervalued Small Core Stocks
Acuity Inc AGCO Corp Akamai Technologies Inc LOCK|^t% fs&Gv!b@@@ pGsrF LOCK|H&s%Cd gc?% LOCK|&!!m@ !C<YH$!@F^>c t%X@K>ww Gq%R -
Undervalued Small Growth Stocks
Albemarle Corp Aurora Innovation Inc Class A Bentley Systems Inc Ordinary Shares - Class B LOCK|%%q@&!f NGnpP^ >l@ LOCK|%>>zH ZXg<D$$? kDN& LOCK|#<&l &x$>% ky> -
Undervalued Small Value Stocks
A.O. Smith Corp Adient PLC AECOM LOCK|GjB &%^$H LOCK|!d ?S^$GlL@q Hg% LOCK|lHQ#^!V @ZL?%D !N^?x VX$ -
Undervalued Mid Core Stocks
Adobe Inc American Tower Corp Aon PLC Class A LOCK|%>?g dmc>#> rFYtX$k^?G kXp LOCK|h@!s># D##^ LOCK|#LZ ZlV?dD C< >RgjR %x -
Undervalued Mid Growth Stocks
Alnylam Pharmaceuticals Inc Amer Sports Inc AppLovin Corp Ordinary Shares - Class A LOCK|$ lPz ?$> s#G<s!.HGj<<yz?Y LOCK|xnpXQ >y& xjFKGT#v k!@!lH - @@G%z sjR LOCK|$dWK BXS> -
Undervalued Mid Value Stocks
Alliant Energy Corp American Electric Power Co Inc BCE Inc LOCK|sm@V >Y!@GH?wP & N?w%c LOCK|tWzd%c ZGS$pv%!S#H l@b< LOCK| hRlr<^YDmR ?#h<Rgmf NZQ
Moat Stocks By Style
-
Large-Core Moat Stocks
ABB Ltd ADR adidas AG ADR Alcon Inc LOCK|P?b%c B?D?! Ht?@&$^ p>p J?!l LOCK|#?V?@# @h& %vRLJ Z!%< LOCK|cw?vTQ pKg WtXrj #>@G -
Large-Growth Moat Stocks
Advanced Micro Devices Inc Applied Materials Inc Arista Networks Inc LOCK|<G F%hv?qW nf ^S@ LOCK|r#&F ^H LOCK|^j!^w^ d@@< -
Large-Value Moat Stocks
Abbott Laboratories AbbVie Inc Accenture PLC Class A LOCK|CL>% <xWMD !<<j LOCK|?>T Vy& NfzxpTft Thx#sM LOCK|Mq?y^! G>z&?>> #p%? -
Small-Core Moat Stocks
Acuity Inc Align Technology Inc Allegion PLC LOCK|lz#$? >&VhQ@?y?H&^ g&$y&?^? @%K< LOCK|d>YwtBN# fjz LOCK|VQ%f @rM?h dmt -
Small-Growth Moat Stocks
Albemarle Corp Bentley Systems Inc Ordinary Shares - Class B CoStar Group Inc LOCK|FBs >^ LOCK|P# cm?j> lC$nT LOCK|>C<?@ wPY>><D! DFL -
Small-Value Moat Stocks
A.O. Smith Corp Adient PLC Asbury Automotive Group Inc LOCK|G>!h&mq? >vg? LOCK|<YMd $<T&#^B#<s%%S @S!svL LOCK|h&hFWz b>XFYdgqzZ!nVM p<GnZ -
Mid-Core Moat Stocks
3M Co Adobe Inc Agilent Technologies Inc LOCK|n JV$<?&vn ^!r dV^#m#TJ! ?Y$Z LOCK|J&^Ph& <p#FD !!F@# LOCK|Qk^%LN dYG%! >$k$S s^ #NL -
Mid-Growth Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A Airbnb Inc Ordinary Shares - Class A Alnylam Pharmaceuticals Inc LOCK|yQ K&qm&P B<>@! LOCK|XT<^@Y ><HZ F&%Yy%B? &<?LjG - RfGZM Jj LOCK|Yk x#@$cGg&ZK !Qw& kz<WK^r^ &n@!m^ - !WYcZ B?%w -
Mid-Value Moat Stocks
Alliant Energy Corp Ameren Corp American Electric Power Co Inc LOCK|B<^z t?KpH%mVz & MGgg? LOCK|@c$G !q@ LOCK|c$j#C@ m!fCFhF!R%$ <wP
Moat Stocks By Sector
-
Basic Materials Moat Stocks
Air Products and Chemicals Inc Albemarle Corp Amrize Ltd Registered Share LOCK| Q$Yv&&L>sF Pn&r$Dzn V#T?Vy LOCK|<n!XK q#Qn LOCK|t !tv -
Communication Services Moat Stocks
Alphabet Inc Class A Alphabet Inc Class C America Movil SAB de CV ADR - Series B LOCK|MLLN!> wRJJ ?VyB&@cn d%^<<Q - j?!&< ^&zG LOCK|&j ?Qt LOCK|^^D&R $$T@%FPX?N#?ds ?c& ^!?LK y& -
Consumer Cyclical Moat Stocks
Adient PLC Airbnb Inc Ordinary Shares - Class A Alibaba Group Holding Ltd ADR LOCK|W^Rr& RC^$wRCH%#?Z %!Z$m>HV @D%HY LOCK|@t?C.jmM n@h LOCK|K!M <?s %&C#@J<f B&J%$Bf -
Consumer Defensive Moat Stocks
Altria Group Inc Ambev SA ADR Anheuser-Busch InBev SA/NV ADR LOCK|?mm%P ZH?Z>JXg ^GY!v@< Hf& %#$Pz! LOCK|!!v-B&SZ$< p#wJ $WfKD##CB^ d%< -&- >t# #x$@ LOCK|!XW@ n$ -
Energy Moat Stocks
Canadian Natural Resources Ltd Cheniere Energy Inc Cheniere Energy Partners LP LOCK|w>hVF #l?%s LOCK|!l^x!n#$zls@h LOCK|@rH X>@w?# $tP%b -
Financial Services Moat Stocks
Affirm Holdings Inc Ordinary Shares - Class A American Express Co Ameriprise Financial Inc LOCK|? GCH Z#%T$ ? LOCK|vs^& ^$c#<q ^zMQ@$&##d DxqFP LOCK|Sz q#%g#m$^>% #YtT n#XyTK?H %GZh&Q - pHknq d -
Healthcare Moat Stocks
Abbott Laboratories AbbVie Inc Agilent Technologies Inc LOCK|h#k gRW% LOCK|^zp &Nz$?#JK?$ W$N& LOCK|#@vvx %s!F@P<?&Z$lSr% y<^r -
Industrials Moat Stocks
3M Co A.O. Smith Corp Acuity Inc LOCK|#?HJdH wLhF> LOCK|v%V> &q$ LOCK|$& Cl#s!HT$dl zq?mhT -
Real Estate Moat Stocks
American Tower Corp CBRE Group Inc Class A CoStar Group Inc LOCK|r!f w#QNX> Z^? LOCK|<dC@# @^y!r LOCK|Vbd <>y! W><NQ%Y #B< -
Technology Moat Stocks
Accenture PLC Class A Adobe Inc Advanced Micro Devices Inc LOCK|SF??g$ !^$q fz?&< X LOCK|?B?M p@?!%tX Hl#? LOCK|&jr >lkS
United States