Five-Star Investor

Top Small-Cap Funds That Buy and Hold

These funds are run by skilled managers who invest in small companies they can hang on to for the long haul.

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Rekenthaler Report

Do You Own a Grab Bag?

Not every mutual fund is accurately priced.

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Fund Spy

A Tactical Play in Alternatives

Tactical asset-allocation funds continue to draw in assets, but not all investors will be comfortable with their broad mandates.

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Fund Spy

It May Not Have Been the Month You Thought It Was

Treasuries weren't the only casualty in May 2013.

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Top Category Return %

Trading-Miscellaneous Bear Market Trading-Inverse Debt
View More Return Periods
1-Mo 9.16 4.52 4.42
1-Yr -15.32 -26.55 6.89
3-Yr -18.88 -24.11 -11.61

Bottom Category Return %

Latin America Stock India Equity Global Real Estate
View More Return Periods
1-Mo -15.19 -11.76 -10.34
1-Yr -7.79 8.28 17.92
3-Yr -4.44 -4.46 12.05

Morningstar Analyst Rating for Funds

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 | 112 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 05/31/2013
Domestic Stock 3.5 45.27
International Stock 3.3 9.00
Municipal Bond 3.7 5.47
Taxable Bond 3.8 20.18

American Funds | 57 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 05/31/2013
Domestic Stock 3.2 36.70
International Stock 4.1 27.93
Municipal Bond 2.7 1.95
Taxable Bond 2.4 8.68

Fidelity Investments | 355 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 05/31/2013
Domestic Stock 3.1 45.29
International Stock 3.3 9.17
Municipal Bond 4.0 2.55
Taxable Bond 3.5 17.49

PIMCO | 87 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 05/31/2013
Domestic Stock 3.8 1.04
International Stock 4.9 2.21
Municipal Bond 1.7 0.32
Taxable Bond 4.6 78.53

Franklin Templeton Investment Funds | 111 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 05/31/2013
Domestic Stock 3.3 12.69
International Stock 3.4 17.13
Municipal Bond 3.2 18.52
Taxable Bond 3.8 27.76

T. Rowe Price | 112 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 05/31/2013
Domestic Stock 3.9 43.21
International Stock 3.1 10.33
Municipal Bond 4.2 3.41
Taxable Bond 3.6 13.88