Morningstar US Medalist Core Aggressive (S:0P0001QY5H)
16.84
+0.30
(+1.83%)
USD |
Jan 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 05, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vanguard Large-Cap Index Fund ETF | 25.00% | 314.95 | 0.76% |
| Dodge & Cox Stock Fund I | 13.75% | 17.08 | 0.47% |
| Fidelity Blue Chip Growth Fund | 13.75% | 261.03 | 1.12% |
| MFS Mid Cap Growth Fund I | 8.50% | 27.65 | 0.25% |
| John Hancock Disciplined Value Mid Cap Fund Inst | 8.50% | 29.51 | 0.24% |
| JPMorgan Small Cap Equity Fund I | 8.00% | 47.07 | 0.49% |
| MFS International Growth Fund I | 7.75% | 55.90 | 0.40% |
| Dodge & Cox Income Fund I | 7.50% | 13.04 | -0.08% |
| DFA Dimensional International Value ETF | 5.25% | 53.97 | 0.88% |
| GQG Partners Emerging Markets Equity Fund Inst | 2.00% | 18.76 | 0.81% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |