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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
AIM Mid Cap Core Equity A Mid-Cap Blend 25.08 11/12/2009
Allianz NFJ International Value Instl Foreign Large Value 38.26 06/09/2009
Allianz NFJ Small Cap Value D Small Value 18.97 06/24/2009
Amana Trust Growth Large Growth 28.00 10/13/2009
Amana Trust Income Large Value 20.53 09/03/2009
American Century CA Hi-Yld Muni Inv Muni California Long 19.36 08/14/2009
American Century Equity Income Inv Large Value 9.29 08/17/2009
American Century Heritage Inv Mid-Cap Growth 29.73 11/16/2009
American Century Mid Cap Value Inv Mid-Cap Value 23.94 11/05/2009
American Century Small Cap Value Inv Small Value 30.17 07/01/2009
American Funds Capital World G/I A World Stock 30.67 07/28/2009
Artisan International Value Foreign Small/Mid Value 31.37 06/12/2009
Aston/Montag & Caldwell Growth N Large Growth 27.09 10/19/2009
Baird Intermediate Muni Bd Inst Muni National Interm 6.33 07/15/2009
Baron Growth Small Growth 27.45 07/16/2009
Becker Value Equity Large Value 24.35 07/16/2009
Berwyn Income Conservative Allocation 27.94 08/27/2009
BlackRock Equity Dividend A Large Value 19.73 09/17/2009
BlackRock Global SmallCap A World Stock 28.63 07/29/2009
BlackRock Health Sciences Ops Inv A Health 21.78 07/29/2009
BlackRock National Municipal I Muni National Long 16.42 07/09/2009
BLDRS Emerging Markets 50 ADR Index Diversified Emerging Mkts 64.04 02/19/2008
Brown Capital Mgmt Small Co Instl Small Growth 34.61 07/14/2009
Buffalo High-Yield High Yield Bond 41.12 06/17/2009
Buffalo Small Cap Small Growth 31.15 07/20/2009
Burnham Financial Industries A Financial 23.67 08/02/2009
Calamos Convertible A Convertibles 31.32 08/17/2009
CGM Mutual Large Growth 15.31 10/27/2009
CGM Realty Real Estate 29.16 07/30/2009
Champlain Small Company Adv Small Growth 18.90 07/09/2009
Claymore/BNY Mellon BRIC ETF Diversified Emerging Mkts 84.50 02/28/2008
CRM Mid Cap Value Instl Mid-Cap Blend 23.80 11/13/2009
Delaware Diversified Income A Intermediate-Term Bond 23.69 11/13/2009
DFA Intermediate Govt Fixed-Income I Intermediate Government 0.83 09/14/2009
DFA Japanese Small Company I Japan Stock 1.52 11/12/2009
Driehaus Emerging Markets Growth Diversified Emerging Mkts 66.14 10/09/2009
Dryden Financial Svcs A Financial 84.07 08/02/2009
DWS MA Tax-Free S Muni Massachusetts 16.38 08/25/2009
DWS Managed Municipal Bonds S Muni National Long 15.97 07/30/2009
DWS Strategic High Yield Tax Free S High Yield Muni 33.28 07/22/2009
Eaton Vance Tax-Managed Emerg Mkts I Diversified Emerging Mkts 65.42 10/09/2009
Evergreen Fundamental Large Cap I Large Blend 33.76 10/05/2009
Fairholme Large Blend 32.92 08/25/2009
FBR Small Cap Financial Financial 16.45 07/27/2009
Federated US Govt 2-5 Yr Instl Short Government 1.43 10/27/2009
Fidelity Advisor New Insights A Large Growth 25.00 10/15/2009
Fidelity Advisor Small Cap T Small Growth 22.48 07/10/2009
Fidelity Contrafund Large Growth 25.17 10/15/2009
Fidelity Floating Rate High Income Bank Loan 25.51 07/02/2009
Fidelity Michigan Municipal Income Muni Single State Interm 8.70 08/27/2009
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