Morningstar Advisor - Fall 2008 - (Page 8)

Executive Editor Jerry Kerns Managing Editor Ryun Patterson Editor-at-Large Don Phillips Contributing Editors Michael Breen, David Harrell, Lawrence Jones, Paul Justice, Frank O’Connor Contributors Karin Anderson, Greg Carlson, Christopher Davis, Kunal Kapoor, Bradley Kay, Russel Kinnel, Wenli Tan, Mark W. Tatge Data Editors Asmaa Balah LONG -TERM INVESTORS RESEARCH DRIVEN � � Proofreader Jennifer Gierat Art Director Teofila Gomez Associate Art Director Alexander Skoirchet Production Designer Summer Bornman Illustrator Otto Steininger Photographers Dennis Keim, Susana Raab Publisher Jill Jacobs-Baar Long-term investors Independent and exhaustive bottom-up company research Investors in businesses we believe have open-ended growth opportunities and defensible niches Buying growth companies using a valueoriented purchase discipline Baron Asset Fund Baron Growth Fund Baron Small Cap Fund Baron iOpportunity Fund Baron Partners Fund Baron Fifth Avenue Growth Fund Marketing Director Leslie Banks Circulation Manager Dawn Rescigno Media Services Engineer Brian Schuneman National Sales Managers Julianna Dinehart, Kelly Neidetcher Morningstar, Inc. Chairman and CEO Joe Mansueto President, Advisor Business Unit Chris Boruff Vice President, Advisor Financial Communications Mike Barad Senior Vice President, Advisor Sales Unit Greg Ver Beek Design Manager, Advisor Business Unit Gabrielle Dyer Managing Director, Design David Williams How to Reach Morningstar Advisor Subscriber Services and Circulation magazine_custserv@morningstar.com Editorial and Letters to the Editor magazine_editor@morningstar.com Advertising magazine_adrates@morningstar.com Rate card available at http://advisor.morningstar.com/products/advisormagazine.asp Reprints and Licensing magazine_licensing@morningstar.com How to Reach Morningstar Customer Service 312 384-4000 Advisor Product Sales 877 586-5405 Data Questions 312 696-6600 Morningstar Advisor is published quarterly by Morningstar, Inc., 225 W. Wacker Dr., Chicago, IL 60606. An annual subscription for delivery in the U.S. is $40. All exhibit data in this magazine is provided by Morningstar and Ibbotson Associates unless otherwise noted. © 2008 Morningstar. All Rights Reserved. The information contained herein: (1) is intended solely for informational purposes; (2) is proprietary to Morningstar and/or its content providers; (3) may not be copied or distributed; (4) is not warranted to be accurate, complete, or timely; and (5) does not constitute investment advice of any kind. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. “Morningstar” and the Morningstar logo are registered marks of Morningstar, Inc. Disclosure: Morningstar licenses its indexes to certain providers, including Barclays Global Investors, � � And the newest member of our fund family: Baron Retirement Income Fund Ticker: BRIFX Portfolio Manager: RON BARON 1-800-99BARON | First Trust, Claymore, and Deutsche Bank, for use in exchange-traded funds and exchange-traded www.BaronFunds.com notes. These ETFs and ETNs are not sponsored, endorsed, issued, or sold by Morningstar. Morningstar does not make any representation regarding the advisability of investing in ETFs and ETNs that are based on Morningstar indexes. You should consider the investment objectives, risks, fees, and expenses of any of the Baron Funds carefully before investing. For this and other information about Baron Funds, please obtain a prospectus by calling 1-800-99-BARON or visiting www.BaronFunds.com. Please read it carefully before investing. 8 Morningstar Advisor Fall 2008 http://advisor.morningstar.com/products/advisormagazine.asp http://www.BaronFunds.com http://www.BaronFunds.com

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Morningstar Advisor - Fall 2008 Contents New on MorningstarAdvisor.com Letter from the Editor Contributors Inbox Are You Preparing for Higher Taxes? State of Financials Oracles of Alabama Investment Briefs Managers’ Investment Secrets Revealed Conformity Becomes a Growing Concern at American Gimme Shelter Location, Location, Location Rooted in Buffett, Going for Growth Keeping Little Company Away from the Numbers Consumer Confidence What about Natural Gas? TIPS to Beat Back Inflation Investing in Hidden Assets Funds That Have an Edge Come Tax Time Mutual Fund Analyst Picks 50 Most Popular Equity ETFs Undervalued Stocks Most Popular Variable Annuities New at Morningstar One for You, 19 for Me

Morningstar Advisor - Fall 2008

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