Medalist Partners Mutual Funds List
Here you can find all mutual funds issued by Medalist Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.96%
- Avg. 1 Year Return
- 5.57%
- Avg. 5 Year Return
- 4.45%
- Median Risk/Return Score
- 90 / 100
Medalist Partners Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Medalist Partners MBS Total Return Fund | Nontraditional Bonds | Jul 21, 2013 | 1.07% | 1.02% | 3.48% | 5.72% | 81 | ||||||||
| Medalist Partners Short Duration Fund | Ultrashort Bond | Dec 23, 2010 | 0.85% | 2.62% | 3.44% | 5.63% | 99 |
Explore top Medalist Partners Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Medalist Partners Mutual funds by Risk/Return Score
The top Medalist Partners Mutual funds by PortfoliosLab Risk/Return Score are SEMRX (99) and SEMPX (81).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 99 | — | Dec 2010 | |
| Medalist Partners MBS Total Return Fund | 81 | — | Jul 2013 |
Best-Performing Medalist Partners Mutual funds Over 5 Years
The top Medalist Partners Mutual funds is SEMRX (4.85%).
Across the lineup, Medalist Partners Mutual funds show an average 1-year return of 5.57% and an average 5-year return of 4.45%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 4.85% | — | Dec 2010 | |
| Medalist Partners MBS Total Return Fund | 4.05% | — | Jul 2013 |
Lowest-Cost Medalist Partners Mutual funds
The top Medalist Partners Mutual funds is SEMRX (0.85%).
With an average expense ratio of 0.96%, Medalist Partners Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 0.85% | — | Dec 2010 | |
| Medalist Partners MBS Total Return Fund | 1.07% | — | Jul 2013 |
Highest-Yield Medalist Partners Mutual funds
The top Medalist Partners Mutual funds is SEMPX (5.72%).
Across the lineup, Medalist Partners Mutual funds show an average dividend yield of 5.67%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Medalist Partners MBS Total Return Fund | 5.72% | — | Jul 2013 | |
| Medalist Partners Short Duration Fund | 5.63% | — | Dec 2010 |
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