Fund Spy: Morningstar Medalist Edition

Under-the-Radar Medalists

Six funds we've known about for a while but that investors have missed.

article image

Fund Spy

Have Investors Noticed These Manager Changes?

These funds continued to get inflows after the managers responsible for their records departed.

article image

Top Category Return %

Health Latin America Stock Trading-Leveraged Debt
View More Return Periods
1-Mo 4.94 3.91 3.71
1-Yr 33.40 21.88 19.01
3-Yr 29.60 0.15 7.51

Bottom Category Return %

Trading-Inverse Equity Volatility Bear Market
View More Return Periods
1-Mo -6.74 -6.05 -3.97
1-Yr -37.84 -- -29.77
3-Yr -26.66 -- -27.11

Morningstar Medalists

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

Learn More

PremiumMorningstar Featured Fund

Premium Morningstar Featured Fund Screen

Recent Fund Insights

PremiumMorningstar Analyses

View All Fund Analyst Reports

Articles

View More Articles

Videos

View More Videos

Fund Family Research & Data

Vanguard | 109 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 47.88
International Stock 3.1 9.70
Municipal Bond 3.8 4.50
Taxable Bond 3.4 18.09

American Funds | 58 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.3 37.66
International Stock 3.6 28.36
Municipal Bond 3.3 1.53
Taxable Bond 2.2 6.98

Fidelity Investments | 353 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 3.5 47.92
International Stock 3.6 10.76
Municipal Bond 3.9 1.95
Taxable Bond 3.5 14.34

PIMCO | 92 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.4 1.49
International Stock 3.6 3.28
Municipal Bond 1.9 0.33
Taxable Bond 3.8 75.38

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 | 130 Funds

Asset Class Average
Morningstar Rating
% of Assets
Data as of 06/30/2014
Domestic Stock 4.1 43.54
International Stock 3.2 9.58
Municipal Bond 4.0 2.83
Taxable Bond 3.4 12.37