Beat the Market Week

Dodge & Cox Income Playing Defense Against Rates

Management's foresight to have less rate sensitivity in the portfolio allowed the Gold-rated fixed-income fund to generate a positive return in 2013.

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Five-Star Investor

9 Core Funds That Beat the Market

These actively managed offerings are led by experienced managers and have beaten their benchmarks during the past decade.

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Top Category Return %

Trading-Leveraged Commodities Latin America Stock India Equity
View More Return Periods
1-Mo 10.50 8.48 6.42
1-Yr 50.19 -11.57 2.05
3-Yr -7.54 -8.71 -6.04

Bottom Category Return %

Trading-Inverse Equity Health Small Growth
View More Return Periods
1-Mo -8.61 -5.03 -4.99
1-Yr -19.48 26.62 26.14
3-Yr -16.44 20.60 10.93

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 | 358 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