Morningstar Advisor - Spring 2008 - (Page 83) By the Numbers: Funds Mutual Fund Analyst Picks Analyst Picks are chosen by the Morningstar fund analysts who specialize in each category. Our analysts scrutinize more than 2,000 mutual funds to come up with a handful of favorites for each category. Analysts make their selections on a variety of factors, including a fund’s historical risk and return, and costs on a quantitative basis. Qualitatively, we also consider consistent strategy, experienced management, and strong stewardship. Because we recognize that different funds come with different risks, each category may contain an assortment of picks that are vastly different from each other, but they will all meet the criteria listed. There are 182 analyst picks as of March 31, 2008. Name Cat Style Stwd- Morningstar Annualized Total Return % Box ship Rating Grade YTD 1Yr 3Yr 5Yr Yield % 10Yr Std Dev 3 Yr % Worst 3-Mo Ret % Exp Ratio # of TurnHold- over ings % Total Assets ($Mil) Incep Date Pg# American Funds Washington Mutual A AWSHX Columbia Value & Restructuring Z UMBIX Dodge & Cox Stock DODGX MainStay ICAP Select Equity I ICSLX Schneider Value SCMLX Sound Shore SSHFX T. Rowe Price Equity Income PRFDX Weitz Value WVALX WHG LargeCap Value Instl WHGLX Clipper CFIMX Davis NY Venture A NYVTX Fairholme FAIRX Fidelity Dividend Growth FDGFX Fidelity Spartan 500 Index Investor FSMKX Fidelity Spartan Total Market Index Inv FSTMX Longleaf Partners LLPFX Masters' Select Equity MSEFX Oakmark I OAKMX Oakmark Select I OAKLX Selected American Shares D SLADX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Grth & Inc VTGIX Aston/Montag & Caldwell Growth N MCGFX Brandywine Blue BLUEX Harbor Capital Appreciation Instl HACAX PRIMECAP Odyssey Growth POGRX T. Rowe Price New America Growth PRWAX Vanguard Growth Equity VGEQX Vanguard PRIMECAP VPMCX * Vanguard PRIMECAP Core VPCCX Janus Mid Cap Value Investor JMCVX T. Rowe Price Mid-Cap Value TRMCX * Vanguard Selected Value VASVX Ariel Appreciation CAAPX Osterweis OSTFX Selected Special Shares D SLSDX TCW Value Opportunities I TGVOX *Closed to new investors. Lg Value Ç È Ç È Ê È Ç È È È È É È È È È É È È È È È É É É É É É É É Ë Ê Ê Ë Ë É Ì -8.0 -5.2 — ÙÙÙÙÙ -8.0 -1.7 -11.9 -13.3 Z ÙÙÙÙ — ÙÙÙÙÙ -8.0 -3.3 — ÙÙÙÙÙ -11.0 -13.8 — ÙÙÙÙ -8.4 -5.9 Z ÙÙÙÙ -8.1 -6.2 X ÙÙ -12.5 -21.2 —— -7.1 2.2 X ÙÙÙ 5.9 9.6 4.5 8.5 5.3 6.4 5.9 -1.0 — 11.2 18.5 13.7 16.2 18.6 13.8 12.7 7.6 — 6.7 13.9 18.8 8.2 11.2 12.3 10.3 11.5 8.7 6.1 — 12.2 11.3 8.8 15.3 11.2 — 11.9 11.6 15.8 — 17.3 16.7 15.1 10.2 12.8 — 13.6 5.1 9.3 9.0 8.5 — 5.4 5.9 6.3 — 6.8 6.2 — 4.4 3.4 3.9 7.3 5.6 3.4 8.1 — 4.2 3.5 3.0 7.4 3.1 — 1.1 2.4 8.5 — — 9.8 6.0 7.0 10.5 — 11.1 2.2 1.4 1.6 1.6 0.7 0.6 2.3 0.9 0.8 1.1 1.2 0.7 1.6 2.0 1.7 0.2 — 1.4 1.2 1.5 1.7 2.1 0.2 — 0.4 0.3 — 0.1 0.8 1.1 4.3 2.4 2.0 0.5 1.3 0.5 0.3 7.8 12.1 8.5 9.3 13.2 8.1 8.0 9.6 — 8.4 7.9 9.5 8.6 8.7 9.1 11.0 12.2 8.6 11.6 7.8 9.1 8.7 10.7 12.2 11.6 9.8 10.8 13.2 9.6 8.8 8.2 9.3 9.5 9.3 8.3 11.2 11.3 -17.9 -20.8 -17.9 -19.1 -12.3 -18.8 -17.3 -17.2 -10.3 -14.5 -16.0 -8.5 -16.1 -17.3 -16.9 -18.4 -18.8 -18.6 -19.0 -8.8 -18.7 -17.1 -15.6 -22.5 -25.1 -13.2 -21.8 -32.6 -21.7 -9.3 -17.7 -19.0 -30.7 -16.0 -17.2 -15.4 -28.9 0.57 1.05 0.52 0.80 0.85 0.92 0.67 1.13 1.00 0.69 0.84 1.00 0.60 0.10 0.10 0.89 1.20 1.01 0.97 0.57 0.15 0.15 1.07 1.12 0.66 0.75 0.85 0.68 0.43 0.55 0.85 0.78 0.40 1.12 1.21 0.81 0.96 191 91 90 30 47 41 127 33 49 27 99 32 93 503 3,364 27 81 54 22 94 662 509 31 44 70 122 100 69 128 143 147 125 64 36 39 76 54 19 13 27 123 132 84 26 29 50 25 5 14 36 5 4 15 35 12 10 8 5 5 69 184 69 5 60 131 11 10 95 73 33 29 50 36 38 77,668 9,248 56,481 2,000 299 1,910 21,331 1,887 33 2,458 47,009 7,345 12,184 16,773 8,165 12,096 621 4,518 3,767 11,926 4,118 3,117 1,817 3,579 2,379 463 768 1,046 31,571 3,123 6,502 6,902 4,134 1,867 333 123 489 07/52 12/92 01/65 12/97 09/02 05/85 10/85 05/86 06/06 02/84 02/69 12/99 04/93 03/90 11/97 04/87 12/96 08/91 11/96 05/04 09/94 09/94 11/94 01/91 12/87 11/04 09/85 03/92 11/84 12/04 08/98 06/96 02/96 12/89 10/93 05/04 11/97 16 70 -14.5 -9.2 — ÙÙÙÙÙ -3.5 X ÙÙÙ -9.9 C ÙÙÙ -9.5 C ÙÙÙÙ -9.5 Z ÙÙÙ -10.9 — ÙÙÙ -9.5 X ÙÙ -7.4 X ÙÙÙ -7.6 Z ÙÙÙÙ -8.8 X ÙÙÙ -9.5 X ÙÙÙ -9.5 Z Z ÙÙÙÙ ÙÙÙÙ -9.9 — ÙÙÙÙÙ -12.2 — ÙÙÙ -11.0 X ÙÙÙÙ -8.5 X ÙÙÙ -8.8 Z ÙÙÙ -15.2 Z ÙÙÙÙÙ -6.8 Z ÙÙÙÙ -7.1 C Lg Blend ÙÙÙ -12.4 0.5 -5.6 6.7 5.7 12.2 -9.2 4.1 -5.1 5.8 -5.8 6.4 -13.2 4.2 -6.0 4.6 -10.5 2.1 -18.9 -1.9 -4.6 6.8 -5.4 6.3 -5.2 5.8 8.6 8.1 5.9 10.1 -1.3 7.2 -5.4 8.3 2.2 6.7 2.6 7.8 3.7 9.6 -1.5 8.1 9.2 7.5 3.9 1.6 4.9 3.7 3.4 Lg Growth Mid Value — ÙÙÙÙÙ Z X X Z ÙÙÙÙÙ ÙÙ ÙÙÙÙ ÙÙ -4.4 -1.1 -6.5 -8.5 -11.7 -15.3 -9.2 -12.2 -8.5 -9.0 -12.6 -13.1 -6.1 -11.2 Mid Blend — ÙÙÙ — ÙÙÙ MorningstarAdvisor.com 83 http://MorningstarAdvisor.com MorningstarAdvisor.com
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