Fund Spy: Morningstar Medalist Edition

The Most Unloved Medalists of 2014

Should investors be showing these funds more love?

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Fund Times

Vanguard Convertible Securities Manager to Retire

A deep bench, a consistent process, and low fees should keep this Gold-rated fund on track.

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Fund Manager of the Year

Dodge & Cox's Keys to International Investing Success

Focusing on fundamentals, tuning out noise, and practicing patience has worked for Morningstar's 2014 International-Stock Manager of the Year.

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Fund Times

T. Rowe Price's Head of Fixed Income Departs

Mike Gitlin's unexpected departure is a loss for T. Rowe, as fixed income has become increasingly important to the firm in recent years.

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Top Category Return %

Equity Precious Metals India Equity Trading-Leveraged Debt
View More Return Periods
1-Mo 16.18 11.31 10.22
1-Yr -7.27 62.45 35.70
3-Yr -24.44 17.89 8.90

Bottom Category Return %

Trading-Inverse Commodities Trading-Inverse Debt Commodities Broad Basket
View More Return Periods
1-Mo -6.10 -5.64 -5.61
1-Yr 1.04 -18.79 -21.09
3-Yr 2.90 -10.41 -12.10

Morningstar Medalists

Forward-looking Analyst Ratings capture our conviction in a fund's ability to outperform over time.

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Fund Family Research & Data

Vanguard | 109 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 47.88
International Stock 3.1 9.70
Municipal Bond 3.8 4.50
Taxable Bond 3.4 18.09

American Funds | 58 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.3 37.66
International Stock 3.6 28.36
Municipal Bond 3.3 1.53
Taxable Bond 2.2 6.98

Fidelity Investments | 353 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.5 47.92
International Stock 3.6 10.76
Municipal Bond 3.9 1.95
Taxable Bond 3.5 14.34

PIMCO | 92 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.4 1.49
International Stock 3.6 3.28
Municipal Bond 1.9 0.33
Taxable Bond 3.8 75.38

Franklin Templeton Investment Funds | 113 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 10/31/2013
Domestic Stock 3.3 12.33
International Stock 3.4 16.19
Municipal Bond 3.2 14.20
Taxable Bond 3.8 24.23

T. Rowe Price | 130 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 43.54
International Stock 3.2 9.58
Municipal Bond 4.0 2.83
Taxable Bond 3.4 12.37