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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 -3.25 11/12/2009
Allianz NFJ International Value Instl Foreign Large Value -6.05 11/30/2009
Allianz NFJ Small Cap Value D Small Value -2.99 12/09/2009
Amana Trust Growth Large Growth -3.28 10/13/2009
Amana Trust Income Large Value -3.73 09/03/2009
American Century Equity Income Inv Large Value -3.05 08/17/2009
American Century Mid Cap Value Inv Mid-Cap Value -2.80 11/05/2009
American Century Small Cap Value Inv Small Value -2.74 12/15/2009
Appleseed Mid-Cap Value -2.73 01/22/2010
Artio Global High Income A High Yield Bond 0.65 12/04/2009
Aston/Montag & Caldwell Growth N Large Growth -4.01 10/19/2009
Baird Intermediate Muni Bd Inst Muni National Interm 0.96 01/06/2010
Becker Value Equity Large Value -3.00 07/16/2009
Bernstein Diversified Municipal Muni National Short 1.10 05/14/2008
Berwyn Income Conservative Allocation -0.47 08/27/2009
BlackRock Equity Dividend A Large Value -4.61 09/17/2009
BlackRock Health Sciences Ops Inv A Health -0.94 07/29/2009
BlackRock National Municipal I Muni National Long 1.02 01/18/2010
BLDRS Emerging Markets 50 ADR Index Diversified Emerging Mkts -10.15 02/19/2008
Brown Capital Mgmt Small Co Instl Small Growth -7.98 01/08/2010
Buffalo High-Yield High Yield Bond 0.56 12/06/2009
Burnham Financial Industries A Financial -0.51 01/26/2010
Calamos Convertible A Convertibles -3.30 02/04/2010
Calamos Growth & Income A Large Growth -4.11 09/01/2009
CGM Mutual Large Growth -5.58 10/27/2009
CGM Realty Real Estate -6.90 02/04/2010
Champlain Small Company Adv Small Growth -4.69 01/11/2010
CRM Mid Cap Value Instl Mid-Cap Blend -3.71 11/13/2009
Delaware Diversified Income A Intermediate-Term Bond 0.63 11/13/2009
DFA Intermediate Govt Fixed-Income I Intermediate Government 1.84 09/14/2009
DFA Japanese Small Company I Japan Stock 1.25 11/12/2009
Dodge & Cox Income Intermediate-Term Bond 1.00 11/03/2009
Driehaus Active Income Multisector Bond 0.28 01/21/2010
Dryden Financial Svcs A Financial -7.58 08/02/2009
Dupree KY Tax-Free Income Muni Single State Interm 0.96 08/28/2009
DWS MA Tax-Free S Muni Massachusetts 0.79 08/25/2009
DWS Managed Municipal Bonds S Muni National Long 0.95 01/27/2010
DWS Strategic High Yield Tax Free S High Yield Muni 1.27 01/11/2010
Eaton Vance Tax-Managed Emerg Mkts I Diversified Emerging Mkts -4.01 10/09/2009
Evergreen Fundamental Large Cap I Large Blend -4.10 10/05/2009
Fairholme Large Blend 1.53 02/02/2010
FBR Small Cap Financial Financial 1.87 07/27/2009
Federated US Govt 2-5 Yr Instl Short Government 1.33 10/27/2009
Fidelity Canada Foreign Large Blend -5.67 12/16/2009
Fidelity Contrafund Large Growth -4.84 10/15/2009
Fidelity Floating Rate High Income Bank Loan 0.77 12/22/2009
Fidelity Select Medical Equip & Systems Health 0.37 01/26/2010
Fidelity Select Software & Comp Technology -7.61 08/17/2009
First American Real Estate Secs A Real Estate -7.42 08/06/2009
First Eagle Gold A Equity Precious Metals -6.63 12/28/2009
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