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.

article image

Fund Spy

It May Not Have Been the Month You Thought It Was

Treasuries weren't the only casualty in May 2013.

article image

Fund Times

Lord Abbett Affiliated Manager Departs

Plus, a Fidelity fund manager steps down after inconsistent performance, Aberdeen closes on its acquisition of Artio, a Goldman Sachs Asset Management fund manager retires, and more.

article image

Top Category Return %

Trading-Miscellaneous Bear Market Trading-Inverse Debt
View More Return Periods
1-Mo 9.16 3.33 2.93
1-Yr -15.32 -28.23 -2.77
3-Yr -18.88 -24.60 -13.39

Bottom Category Return %

Latin America Stock India Equity Global Real Estate
View More Return Periods
1-Mo -12.52 -11.67 -8.50
1-Yr -1.14 9.35 21.22
3-Yr -3.60 -4.43 12.71

Morningstar Analyst Rating for Funds

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

Learn More

PremiumMorningstar Featured Fund

Premium Morningstar Featured Fund Screen

Recent Fund Insights

PremiumMorningstar Analyses

View All Fund Analyst Reports

Articles

View More Articles

Videos

View More Videos

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