Five-Star Investor

Small Fund Firms, Strong Stewards

They're not the biggest names in the fund world, but these small shops have proven track records of protecting investors' interests.

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Fund Spy

Former Artio Managers Take It Slow in New Venture

The same investment strategy, but a more-restrained business plan.

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Top Category Return %

Latin America Stock Trading-Leveraged Commodities India Equity
View More Return Periods
1-Mo 13.88 8.62 6.52
1-Yr -8.99 50.94 4.42
3-Yr -8.05 -7.01 -6.06

Bottom Category Return %

Equity Precious Metals Trading-Inverse Equity Health
View More Return Periods
1-Mo -10.89 -10.23 -8.60
1-Yr -5.99 -23.33 26.76
3-Yr -25.18 -17.54 20.08

Morningstar Medalists

Forward-looking Analyst Ratings capture our conviction in a fund's ability to outperform over time.

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Fund Family Research & Data

Vanguard | 109 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 03/31/2014
Domestic Stock 3.5 48.23
International Stock 3.3 8.85
Municipal Bond 3.7 4.61
Taxable Bond 3.8 18.42

American Funds | 57 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 03/31/2014
Domestic Stock 3.2 37.68
International Stock 4.1 28.45
Municipal Bond 2.7 1.54
Taxable Bond 2.4 7.10

Fidelity Investments | 356 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 03/31/2014
Domestic Stock 3.1 48.22
International Stock 3.3 10.69
Municipal Bond 4.0 1.96
Taxable Bond 3.5 14.40

PIMCO | 91 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 03/31/2014
Domestic Stock 3.8 1.39
International Stock 4.9 3.10
Municipal Bond 1.7 0.31
Taxable Bond 4.6 76.12

Franklin Templeton Investment Funds | 113 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 10/31/2013
Domestic Stock 3.3 12.33
International Stock 3.4 16.19
Municipal Bond 3.2 14.20
Taxable Bond 3.8 24.23

T. Rowe Price | 127 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 03/31/2014
Domestic Stock 3.9 44.21
International Stock 3.1 10.26
Municipal Bond 4.2 2.86
Taxable Bond 3.6 12.33