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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
Akre Focus Retail Mid-Cap Growth 2.31 01/13/2015
Alger Capital Appreciation Instl I Large Growth 1.57 01/07/2015
American Century Mid Cap Value Inv Mid-Cap Value -2.61 12/30/2014
American Century One Choice 2045 Instl Target Date 2041-2045 -2.24 04/14/2015
American Century One Choice 2050 Instl Target Date 2046-2050 -2.34 04/14/2015
American Century One Choice In Ret Instl Retirement Income -1.90 04/14/2015
American Funds 2010 Trgt Date Retire R5 Target Date 2000-2010 -1.83 08/12/2015
American Funds 2015 Trgt Date Retire R5 Target Date 2011-2015 -1.72 08/12/2015
American Funds 2020 Trgt Date Retire R5 Target Date 2016-2020 -1.21 08/12/2015
American Funds 2025 Trgt Date Retire R5 Target Date 2021-2025 -1.46 08/12/2015
American Funds 2030 Trgt Date Retire R5 Target Date 2026-2030 -1.33 08/12/2015
American Funds 2035 Trgt Date Retire R5 Target Date 2031-2035 -1.40 08/12/2015
American Funds 2040 Trgt Date Retire R5 Target Date 2036-2040 -1.39 08/12/2015
American Funds 2045 Trgt Date Retire R5 Target Date 2041-2045 -1.38 08/12/2015
American Funds 2055 Trgt Date Retire R5 Target Date 2051+ -1.41 08/12/2015
American Funds New World A Diversified Emerging Mkts -6.71 05/29/2015
AMG Managers Bond Service Intermediate-Term Bond -1.52 09/30/2014
Artisan Global Opportunities Inv World Stock 3.72 10/16/2014
Artisan Global Value Investor World Stock -3.87 01/06/2015
Artisan International Value Investor Foreign Large Blend -1.67 01/06/2015
Baird Core Plus Bond Inst Intermediate-Term Bond 0.47 07/20/2015
Bernstein Diversified Municipal Muni National Short 0.62 02/03/2015
BlackRock Multi-Asset Income Instl Tactical Allocation -1.08 05/26/2015
BlackRock Total Return Instl Intermediate-Term Bond 0.58 12/22/2014
Brown Capital Mgmt Small Co Inv Small Growth 2.05 02/18/2015
Deutsche Managed Municipal Bond S Muni National Long 0.87 12/23/2014
Deutsche X-trackers MSCI EAFE Hedged Eq Foreign Large Blend 3.70 04/20/2015
Deutsche X-trackers MSCI Japan Hedged Eq Japan Stock 8.73 04/08/2015
DoubleLine Total Return Bond I Intermediate-Term Bond 1.99 07/16/2015
Eaton Vance Floating-Rate Advantage I Bank Loan 2.01 05/15/2015
Energy Select Sector SPDR® ETF Equity Energy -14.95 05/22/2015
Eventide Gilead N Mid-Cap Growth 1.17 03/25/2015
Fairholme Focused Income High Yield Bond 8.77 11/24/2014
Fidelity Advisor® Emerging Mkts Inc I Emerging Markets Bond 0.90 06/05/2015
Fidelity Advisor® Large Cap I Large Blend -4.01 07/01/2015
Fidelity® Balanced Moderate Allocation -1.19 01/22/2015
Fidelity® Blue Chip Growth Large Growth 2.89 07/06/2015
Fidelity® Capital & Income High Yield Bond 1.83 09/30/2014
Fidelity® GNMA Intermediate Government 0.72 12/22/2014
Fidelity® Growth Company Large Growth 2.74 12/22/2014
Fidelity® Large Cap Stock Large Blend -3.71 06/29/2015
Fidelity® Mid Cap Value Mid-Cap Value -3.51 04/22/2015
Fidelity® OTC Portfolio Large Growth 1.81 12/22/2014
Fidelity® Puritan® Moderate Allocation -0.90 09/16/2014
Fidelity® Small Cap Discovery Small Blend -1.92 07/22/2015
Fidelity® Small Cap Value Small Value -0.63 07/21/2015
First Trust Dow Jones Internet ETF Technology 11.59 07/08/2015
First Trust Financials AlphaDEX® ETF Financial -1.15 05/18/2015
FlexShares iBoxx 3Yr Target Dur TIPS ETF Inflation-Protected Bond 0.29 07/17/2015
FPA Crescent Moderate Allocation -3.27 06/01/2015
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