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Using Morningstar®.com Premium Pages

Not everything happens at the New York exchanges.

Morningstar® from the Midwest and FastTrack for the South are used by hundreds of professional who walk down Wall Street everyday. 

Click the Fund Screener Link

This is a link created by FastTrack whenever you analyze a fund.

This link takes you to a Morningstar® screening page.
 

Select the Fund 
Screening Criteria

This is a feature of the Morningstar® web page linked to by FastTrack.

List the 5-Star Funds

Sue the screener to pick funds by your criteria. When the funds are displayed.

Click the button to extract the funds from the web page into FastTrack's issue list

Review

The 5-Star funds can be looked at individually or as an average. The red line is the equal-weighted average 5-Star equity fund over the past 5-years. 

The red line shows performance same as the green S&P 500 index through mid-2000. However, the 5-Star funds shine in the bear market.

Group performance this year since 12/31/2002 is doing well. The red average gained 16.45% (red BP=) while the Vanguard S&P 500 fund gained 13.04%.

The lower chart is a Relative Strength chart (don't confuse with RSI). When the line goes up, then the red fund is outperforming the green fund. There is noticeable tailing off of the Relative Strength as the market bottoms. Not all 5-star funds have adjusted their portfolio's to take advantage of the new bull market. Choose carefully.

December 1997 Morningstar® 5-Star Survivors

The great majority of funds in the December 1997 5-Star ranking survived to date. Most that were discontinued suffered from fund company mergers rather than horrible performance.

The red line is an equally weighted average of these funds since MS choose them, not a bad performance.

HOWEVER, The yellow line would have been achieved by rebalancing quarterly using FT4Web's Momentum model on the same set of funds.

Note: FastTrack, not Morningstar®, suggests that Morningstar® fundamental analysis can be augmented by use of FastTrack daily data and mathematical modeling.

(See FastTrack's data free below. Doing the analysis requires the download.)

Morningstar® Surviving, December 1997, 5-Star funds Family Member Charts as of Friday, July 30, 2010

Click Here to read the prospectus for Morningstar® Surviving, December 1997, 5-Star funds .
Note: stocks and indexes do not have a prospectus.

ACAPX Alger Capital Appreciation-BBIGRX AmerCent INV:Income & Growth
TWVLX AmerCent INV:ValueCWGIX AmerFund Capital World Growth&Income-A
AEPGX AmerFund EuroPacific Growth-AAHITX AmerFund High Income Bond-A
ANWPX AmerFund New Perspective-ABARAX Baron Asset
MBLOX BlackRoc INV:Global Allocation-BCMHYX Columbia Conservative High-Yield-Z
NYVTX Davis New York Venture-ADFIHX DFA 1-Year Fixed Income I
DSTIX Dreyfus Short-Term Income-DSCEMX DWS Emerging Markets Fix Income-S
BTIEX DWS Equity 500 Index Fund-SKHYAX DWS High Income-A
SCMTX DWS Intermed Tax/AMT Free-SKDHAX DWS Strategic Value-A
FHYTX Federatd High-Yield Trust Inst ServiceKAUFX Federatd Kaufmann-K
FAGOX FidAdvis Growth Opportunities-T/168FAHYX FidAdvis High Income Advantage-T/218
FASGX Fidelity Asset Manager 70%/321FBGRX Fidelity Blue Chip Growth/312
FAGIX Fidelity Capital & Income/38FCNTX Fidelity Contrafund/22
FDGFX Fidelity Dividend Growth/330FGRIX Fidelity Growth and Income/27
SPHIX Fidelity High Income/455FLPSX Fidelity Low Priced Stock/316
FMILX Fidelity New Millennium/300FSRBX Fidelity Sel Banking/507
FDCPX Fidelity Sel Computers/7FSELX Fidelity Sel Electronics/8
FSVLX Fidelity Sel Home Finance/98FSCSX Fidelity Sel Software & Computers/28
FSTFX Fidelity Short-Intermed Muni Income/404FWWFX Fidelity Worldwide/318
FRBSX Franklin Balance Sheet Investment-AFKCGX Franklin FlexCap Growth-A
FRHIX Franklin High-Yield Tax-Free Income-ABEGRX Franklin Mutual Beacon-Z
MDISX Franklin Mutual Global Discovery-ZMQIFX Franklin Mutual Quest-Z
MUTHX Franklin Mutual Shares-ZFRSGX Franklin Small MidCap Growth-A
TEMFX Franklin Templeton Foreign-ATEGOX Franklin Templeton Global Opportunity-A
TEPLX Franklin Templeton Growth-ATEMWX Franklin Templeton World-A
HAINX Harbor INST:InternationalHAIGX Harbor INST:International Growth
AMHYX Invesco High-Yield-AFSFSX Invesco INV:Financial Services
FTCHX Invesco INV:TechnologyIVINX Ivy International Growth-A
JAFIX Janus ADV:Flexible Bond-TJAMRX Janus ADV:Research-T
JAWWX Janus ADV:Worldwide-TFRBFX JHancock Regional Bank-B
LMVTX LeggMasn Captial Mgmt Value Trust-CLLPFX Longleaf Partners/133
LSBDX Loomis INST:BondMSIEX MorgStnI INST:Emerging Markets Debt-I
MPVLX MorgStnI INST:Value-INCINX Nicholas High Income-I
NTHEX Northeas Investors TrustOAKMX Oakmark Fund-I
OPCHX Oppenhmr Champion Income-AOCHCX Oppenhmr Champion Income-C
QVOPX Oppenhmr Quest Opportunity-AQOPCX Oppenhmr Quest Opportunity-C
PFORX Pimco INST:Foreign Bond Dollar HedgedPIGLX Pimco INST:Global Unhedged
PHIYX Pimco INST:High-YieldPSTKX Pimco INST:StocksPLUS
PEUGX Putnam Europe Equity-APHYIX Putnam High-Yield Advantage-A
PHIGX Putnam High-Yield-ARYNVX RydexSGI INV:Nova
SLMCX Seligman Communications & Information-ASEQUX Sequoia Fund
SNTIX Sit Tax-Free IncomeTAVFX ThirdAve INST:Value
TRBCX TRPrice Blue Chip GrowthPRDGX TRPrice Dividend Growth
PRFDX TRPrice Equity IncomeRPMGX TRPrice MidCap Growth
PRSCX TRPrice Science & TechnologyPRSVX TRPrice SmallCap Value
PRFHX TRPrice Tax-Free High-YieldPRFSX TRPrice Tax-Free Short-Intermediate
TWEBX TweedyBr ValueBPGLX UBS Global Allocation-Y
BPGBX UBS Global Bond-YBPGEX UBS Global Equity-Y
USATX USAA Tax-Exempt Intermediate-TermVAGIX ValuLine Aggressive Income
VIGRX Vanguard Growth Index Fund/9VGHCX Vanguard Health Care/52
VWEHX Vanguard High-Yield Corporate/29VINIX Vanguard INST:Index 500 Plus/854
VWITX Vanguard Interm-Term Tax-Exempt/42VMLTX Vanguard Limited-Term Tax-Exempt/31
VFSTX Vanguard Short-Term Investment GradeVWNFX Vanguard Windsor II
MNSGX WellsFar ADM:Short-Duration Gov BondSTCSX WellsFar INV:Common Stock
SGROX WellsFar INV:GrowthSCVAX WellsFar Small Company Value-A
DTLGX Wilshire INV:LargeCap GrowthYACKX Yacktman Fund/186
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