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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 6.02 06/01/2009
Allianz NFJ International Value Instl Foreign Large Value 14.09 06/09/2009
Allianz NFJ Small Cap Value D Small Value -0.62 06/24/2009
Amana Trust Growth Large Growth 8.01 05/04/2009
Amana Trust Income Large Value 2.80 03/13/2009
American Century Equity Income Inv Large Value -3.72 04/17/2009
American Century Heritage Inv Mid-Cap Growth 8.05 06/10/2009
American Century Mid Cap Value Inv Mid-Cap Value 4.34 05/23/2009
American Century Small Cap Value Inv Small Value 5.77 07/01/2009
American Century Strategic Allc: Agrsv A Large Growth 6.55 04/28/2009
American Funds Capital World G/I A World Stock 5.71 02/25/2009
American Funds EuroPacific Gr A Foreign Large Blend 11.57 02/02/2009
Artio International Equity A Foreign Large Blend 0.33 01/30/2009
Artisan International Value Foreign Small/Mid Value 10.61 06/12/2009
Artisan Mid Cap Value Mid-Cap Value 12.50 06/03/2009
Artisan Small Cap Value Small Value 6.84 01/30/2009
Aston/Montag & Caldwell Growth N Large Growth 6.74 05/12/2009
Baird Intermediate Muni Bd Inst Muni National Interm 2.70 02/19/2009
Baron Growth Small Growth 8.96 02/13/2009
Berwyn Income Conservative Allocation 12.81 03/28/2009
BlackRock Equity Dividend A Large Value -1.20 04/21/2009
BlackRock Health Sciences Ops Inv A Health 6.02 02/20/2009
BlackRock National Municipal I Muni National Long 10.47 02/20/2009
BLDRS Emerging Markets 50 ADR Index Diversified Emerging Mkts 25.92 02/19/2008
Brown Capital Mgmt Small Co Instl Small Growth 12.88 02/10/2009
Buffalo Small Cap Small Growth 20.77 02/13/2009
Buffalo USA Global Large Growth 10.40 05/13/2009
Calamos Convertible A Convertibles 12.68 03/19/2009
CGM Realty Real Estate -10.93 03/17/2009
Champlain Small Company Adv Small Growth 6.34 02/12/2009
Chase Growth Large Growth -3.62 05/18/2009
Columbia Dividend Income A Large Value -3.15 04/15/2009
CRM Mid Cap Value Instl Mid-Cap Blend 5.70 01/01/2009
DFA Intermediate Govt Fixed-Income I Intermediate Government -2.11 12/02/2008
DFA Japanese Small Company I Japan Stock 5.09 06/01/2009
Diamond Hill Large Cap A Large Value 4.01 04/08/2009
Dodge & Cox Income Intermediate-Term Bond 8.02 05/21/2009
Dupree KY Tax-Free Income Muni Single State Interm 4.65 03/31/2009
DWS MA Tax-Free S Muni Massachusetts 9.96 03/31/2009
DWS Managed Municipal Bonds S Muni National Long 9.06 03/03/2009
DWS Strategic High Yield Tax Free S High Yield Muni 21.52 02/17/2009
Eaton Vance Dividend Builder A Large Blend -8.31 04/30/2009
Edgewood Growth Retail Large Growth 19.12 05/18/2009
Fairholme Large Blend 12.68 04/07/2009
FBR Focus Mid-Cap Growth 11.72 06/16/2009
FBR Small Cap Financial Financial -3.43 03/04/2009
Federated U.S. Govt 2-5 Yr Instl Short Government -0.69 05/12/2009
Fidelity Advisor Float Rate Hi Inc A Bank Loan 19.39 02/04/2009
Fidelity Advisor Small Cap T Small Growth 5.25 02/11/2009
Fidelity Contrafund Large Growth 3.84 05/13/2009
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