Fund Spy: Morningstar Medalist Edition

The Longest Winning Streaks Among Our Rated Funds

Eight funds with Morningstar Analyst Ratings have beaten their category averages for at least 10 straight years.

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Fund Spy

The Still-Sorry State of Bond-Fund Disclosure

It's five years after the crisis, and bond funds still badly need to improve how they tell shareholders what they own, says Morningstar's Eric Jacobson.

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Top Category Return %

India Equity Trading-Inverse Commodities Health
View More Return Periods
1-Mo 6.03 4.25 2.30
1-Yr 57.22 -1.81 26.74
3-Yr 10.61 3.20 28.94

Bottom Category Return %

Equity Precious Metals Volatility Commodities Precious Metals
View More Return Periods
1-Mo -10.26 -6.20 -5.71
1-Yr -2.84 -- -6.82
3-Yr -24.51 -- --

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 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