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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
Aberdeen Emerging Markets Instl Fd Instl Diversified Emerging Mkts 13.93 02/07/2012
Alger Capital Appreciation Instl I Large Growth 10.69 04/08/2011
Alger Spectra A Large Growth 10.77 04/05/2011
AllianceBern High Income A Multisector Bond 5.04 03/29/2011
Amana Trust Growth Large Growth 7.51 09/01/2011
Amana Trust Income Large Blend 4.16 08/31/2011
American Century LIVESTRONG 2045 Instl Target Date 2041-2045 7.45 08/09/2010
American Funds EuroPacific Gr A Foreign Large Blend 10.32 11/15/2011
Appleseed Mid-Cap Value 7.49 09/29/2011
Artisan International Value Investor Foreign Large Blend 7.65 11/15/2011
Artisan Mid Cap Value Investor Mid-Cap Value 7.51 11/15/2011
Auxier Focus Inv Large Value 4.23 08/26/2010
BBH Core Select N Large Blend 6.65 05/09/2011
Bernstein Diversified Municipal Muni Short 0.98 02/08/2012
Berwyn Income Conservative Allocation 3.81 01/31/2012
BlackRock Equity Dividend Instl Large Value 4.62 11/15/2011
BlackRock National Municipal Instl Muni National Long 3.40 09/29/2011
Bruce Moderate Allocation 3.14 08/23/2010
Calamos Growth & Income A Aggressive Allocation 8.00 11/15/2011
Delaware Diversified Income A Intermediate-Term Bond 1.03 10/31/2011
Delaware Smid Cap Growth A Mid-Cap Growth 12.33 03/04/2011
DFA Intermediate Govt Fixed-Income I Intermediate Government 0.00 04/18/2011
DFA T.A. World ex US Core Equity Instl Foreign Large Blend 13.19 05/16/2011
Dupree KY Tax-Free Income Muni Single State Interm 1.90 08/28/2009
DWS MA Tax-Free S Muni Massachusetts 3.77 08/25/2009
DWS Managed Municipal Bonds S Muni National Long 3.32 08/24/2011
Eaton Vance Parametric Tx-Mgd Em Mkts I Diversified Emerging Mkts 13.91 09/19/2011
FBR Gas Utility Index Investor Utilities -0.28 06/13/2011
FBR Small Cap Financial Investor Financial 10.42 07/25/2011
Federated Bond F Intermediate-Term Bond 2.49 10/25/2011
Federated Instl High Yield Bond Instl High Yield Bond 4.08 12/04/2009
Federated US Govt 2-5 Yr Instl Short Government 0.68 04/26/2010
Fidelity Canada Foreign Large Growth 5.92 06/10/2011
Fidelity GNMA Fund Intermediate Government 0.45 11/15/2011
Fidelity Growth Company Large Growth 12.88 11/15/2011
Fidelity OTC Large Growth 13.09 01/12/2012
Fidelity Select Software & Comp Technology 11.86 08/17/2009
Fidelity Small Cap Discovery Small Blend 11.18 12/30/2011
First Eagle Gold A Equity Precious Metals 8.67 07/20/2011
First Trust Large Cap Core AlphaDEX Large Blend 8.65 12/22/2011
First Trust Materials AlphaDEX Natural Resources 16.77 02/06/2012
First Trust Value Line Dividend Index Large Value 3.69 01/27/2012
FMI Common Stock Mid-Cap Blend 7.94 11/30/2011
FMI Large Cap Large Blend 7.02 11/15/2011
Forward Credit Analysis Long/Short Instl Nontraditional Bond 4.85 01/21/2010
FPA Crescent Moderate Allocation 5.08 11/15/2011
Gabelli Asset AAA Large Blend 7.37 11/11/2010
Gabelli Equity Income AAA Large Value 6.06 09/15/2010
Gabelli Small Cap Growth AAA Small Blend 10.77 01/20/2012
Harbor Bond Instl Intermediate-Term Bond 2.30 11/15/2011
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