Morningstar Advisor Catalog 2008 - (Page 23) 1 866 391-4730 http://global.morningstar.com/Office Take a free trial, see sample reports, and view product tutorials. NASD Members: For internal use or client reporting purposes only. Brad Foster: Current Portfolio Account Value Benchmark Br Acc $1,293,009 Morningstar U.S. Market $1,1 Asset Allocation Asset Allocation Account % Bmark % As Cash US Stocks Non-US Stocks Bonds Other Not Classified 24.32 41.27 15.13 18.10 0.78 0.39 100.00 Practice management Investment research Reporting tools 0.00 99.82 0.03 0.01 0.15 0.00 100.00 Integrated advisor practice solution. Office Edition combines Morningstar research, data,Investment Styletools, and client planning Equity Style Fixed-Income Style management features into a single solution. The newly designed intuitive interface is easy to navigate. Short Interm Long Value Core Growth Large High Inv Equi Large Small Mid Va 8 4 1 25 11 5 21 20 6 0 0 0 100 0 0 0 0 0 Mid Small Not Classified 0% Low Med Not Classified 0% N Equity Style Market Cap $Mil Fixed-Income Style Equi Account Benchmark Weight % >50 25-50 10-25 0-10 12,256 27,763 Avg Eff Duration (Yrs) Avg Eff Maturity (Yrs) Avg Credit Quality Weight % >50 25-50 10-25 0-10 4.51 6.99 AA Mark Acco Ben Weig >5 Equity Ownership Zone Value Large Blend Growth Equi Account Managed Products Stocks Benchmark Weight % >30 20-30 10-20 0-10 Va 23 Mid Small Small Mid Large http://global.morningstar.com/Office
Table of Contents Feed for the Digital Edition of Morningstar Advisor Catalog 2008 Morningstar Advisor Catalog 2008 Contents Communication Research Software Investment Services Community Morningstar Advisor Catalog 2008 Morningstar Advisor Catalog 2008 - Morningstar Advisor Catalog 2008 (Page Cover1) Morningstar Advisor Catalog 2008 - Contents (Page Cover2) Morningstar Advisor Catalog 2008 - Contents (Page 1) Morningstar Advisor Catalog 2008 - Communication (Page 2) Morningstar Advisor Catalog 2008 - Communication (Page 3) Morningstar Advisor Catalog 2008 - Communication (Page 4) Morningstar Advisor Catalog 2008 - Communication (Page 5) Morningstar Advisor Catalog 2008 - Communication (Page 6) Morningstar Advisor Catalog 2008 - Communication (Page 7) Morningstar Advisor Catalog 2008 - Communication (Page 8) Morningstar Advisor Catalog 2008 - Communication (Page 9) Morningstar Advisor Catalog 2008 - Research (Page 10) Morningstar Advisor Catalog 2008 - Research (Page 11) Morningstar Advisor Catalog 2008 - Research (Page 12) Morningstar Advisor Catalog 2008 - Research (Page 13) Morningstar Advisor Catalog 2008 - Research (Page 14) Morningstar Advisor Catalog 2008 - Research (Page 15) Morningstar Advisor Catalog 2008 - Research (Page 16) Morningstar Advisor Catalog 2008 - Research (Page 17) Morningstar Advisor Catalog 2008 - Software (Page 18) Morningstar Advisor Catalog 2008 - Software (Page 19) Morningstar Advisor Catalog 2008 - Software (Page 20) Morningstar Advisor Catalog 2008 - Software (Page 21) Morningstar Advisor Catalog 2008 - Software (Page 22) Morningstar Advisor Catalog 2008 - Software (Page 23) Morningstar Advisor Catalog 2008 - Software (Page 24) Morningstar Advisor Catalog 2008 - Software (Page 25) Morningstar Advisor Catalog 2008 - Software (Page 26) Morningstar Advisor Catalog 2008 - Software (Page 27) Morningstar Advisor Catalog 2008 - Software (Page 28) Morningstar Advisor Catalog 2008 - Software (Page 29) Morningstar Advisor Catalog 2008 - Software (Page 30) Morningstar Advisor Catalog 2008 - Software (Page 31) Morningstar Advisor Catalog 2008 - Software (Page 32) Morningstar Advisor Catalog 2008 - Software (Page 33) Morningstar Advisor Catalog 2008 - Software (Page 34) Morningstar Advisor Catalog 2008 - Software (Page 35) Morningstar Advisor Catalog 2008 - Software (Page 36) Morningstar Advisor Catalog 2008 - Software (Page 37) Morningstar Advisor Catalog 2008 - Investment Services (Page 38) Morningstar Advisor Catalog 2008 - Investment Services (Page 39) Morningstar Advisor Catalog 2008 - Investment Services (Page 40) Morningstar Advisor Catalog 2008 - Investment Services (Page 41) Morningstar Advisor Catalog 2008 - Community (Page 42) Morningstar Advisor Catalog 2008 - Community (Page 43) Morningstar Advisor Catalog 2008 - Community (Page 44) Morningstar Advisor Catalog 2008 - Community (Page 45) Morningstar Advisor Catalog 2008 - Community (Page 46) Morningstar Advisor Catalog 2008 - Community (Page 47) Morningstar Advisor Catalog 2008 - Community (Page 48) Morningstar Advisor Catalog 2008 - Community (Page Cover3) Morningstar Advisor Catalog 2008 - Community (Page Cover4)
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