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Morningstar Mutual Fund Star Ratings Analyst Reports are a benefit of Premium Membership
Morningstar rates mutual funds from one to five stars based on how well they've performed (after adjusting for risk and accounting for all sales charges) in comparison with similar funds. To screen for a particular type of 5-star fund, use our Fund Screener.
All Fund Analyst Reports Click on column headings to sort list.
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Fund Name Category Star Rating YTD Return % Analyst
Report Date
Aberdeen Emerging Markets Instl Fd Instl 3.54 02/07/2012
Alger Capital Appreciation Instl I Large Growth 8.26 04/08/2011
Alger Spectra A Large Growth 8.41 04/05/2011
AllianceBern High Income A Multisector Bond 5.62 05/01/2012
Amana Trust Growth Large Growth 4.33 03/08/2012
American Century Mid Cap Value Inv Mid-Cap Value 3.34 01/24/2012
Artisan Global Value Investor World Stock 2.66 05/27/2011
Artisan International Value Investor Foreign Large Blend 2.11 11/15/2011
BBH Core Select N Large Blend 6.65 03/29/2012
Bernstein Diversified Municipal Muni National Short 1.58 02/08/2012
Berwyn Income Conservative Allocation 1.84 01/31/2012
BlackRock Equity Dividend Instl Large Value 2.79 05/10/2012
BlackRock LifePath Retirement Instl Retirement Income 2.31 02/10/2012
BlackRock National Municipal Instl Muni National Long 5.87 03/16/2012
Delaware Diversified Income A Intermediate-Term Bond 2.24 10/31/2011
Delaware Smid Cap Growth A Mid-Cap Growth 7.99 03/04/2011
DFA Intermediate Govt Fixed-Income I Intermediate Government 1.56 04/18/2011
Dreyfus Appreciation Large Blend 2.69 03/06/2012
DWS Managed Municipal Bonds S Muni National Long 5.43 08/24/2011
Eaton Vance Parametric Tx-Mgd Em Mkts I Diversified Emerging Mkts 3.47 09/19/2011
Energy Select Sector SPDR Equity Energy -5.24 01/27/2012
FBR Gas Utility Index Investor Utilities 0.68 06/13/2011
FBR Small Cap Financial Investor Financial 4.79 07/25/2011
Federated Bond F Intermediate-Term Bond 3.73 10/25/2011
Fidelity Growth Company Large Growth 10.57 11/15/2011
Fidelity Small Cap Discovery Small Blend 4.49 12/30/2011
First Eagle Fund of America Y Mid-Cap Blend 5.17 04/29/2011
First Eagle Global A World Allocation 1.00 03/27/2012
First Eagle Gold A Equity Precious Metals -14.37 02/29/2012
First Trust Large Cap Core AlphaDEX Large Blend 2.32 04/26/2012
First Trust Materials AlphaDEX Natural Resources 6.08 05/17/2012
First Trust Value Line Dividend Index Large Value --- 01/27/2012
FMI Common Stock Mid-Cap Blend 2.16 11/30/2011
FMI Large Cap Large Blend 5.18 11/15/2011
Forward Credit Analysis Long/Short Instl 8.65 04/18/2012
FPA Crescent Moderate Allocation 1.53 05/23/2012
Gabelli Small Cap Growth AAA Small Blend 3.62 01/20/2012
GMO Quality VI Large Blend 4.15 08/29/2011
Guggenheim S&P Midcap 400 Pure Growth Mid-Cap Growth 7.13 03/12/2012
Harbor Bond Instl Intermediate-Term Bond 3.95 03/13/2012
Harbor Global Growth Instl World Stock 12.26 09/30/2011
Harbor International Instl Foreign Large Blend 4.06 11/15/2011
Hartford Equity Income A Large Value 2.98 12/09/2011
Invesco Developing Markets A Diversified Emerging Mkts 3.54 02/03/2012
Invesco International Small Company A Foreign Small/Mid Blend -1.51 01/20/2012
iShares Dow Jones US Energy Equity Energy -5.19 01/30/2012
iShares Dow Jones US Pharmaceuticals Health 6.77 04/11/2012
iShares Gold Trust Commodities Precious Metals 0.20 04/03/2012
iShares MSCI Canada Index Foreign Large Value -4.10 03/19/2012
iShares MSCI Thailand Invest Mkt Index Pacific/Asia ex-Japan Stk 10.95 05/16/2012
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