Morningstar Advisor - Summer 2008 - (Page 6)

Executive Editor Jerry Kerns Managing Editor Ryun Patterson Editor-at-Large Don Phillips Contributing Editors Michael Breen, Justin Fuller, David Harrell, Lawrence Jones, Frank O’Connor, Jeffrey Ptak Contributors Karin Anderson, Susan T. Bart, Damien Conover, Bridget B. Hughes, Paul Kaplan, Kunal Kapoor, Jeffrey M. Laderman, Will Lewis, Jim Licato, Chad Lowry, John Rekenthaler Data Editor Asmaa Balah Proofreader Jennifer Gierat Art Director Teofila Gomez Associate Art Director Alexander Skoirchet Production Designer Summer Bornman Illustrator Christian Montenegro Photographers Stephen Carrera, Stefanie Felix, Loren Santow Publisher Jill Jacobs-Baar 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 Chris Boruff Vice President, Advisor Financial Communications Mike Barad Executive Vice President, Advisor Sales Greg Ver Beek Design Manager, Advisor Business 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 Featuring These Funds from Managers Investment Group The Brandywine Funds Systematic Funds Brandywine Blue (BLUEX) Brandywine Advisors Midcap Growth (BWAFX) Brandywine (BRWIX) Systematic Value (MSYSX) Systematic Mid-Cap Value (SYIMX) Essex Investment Management First Quadrant Funds Essex Small/Micro Cap Growth (MBRSX) FQ U.S. Equity (MEQFX) FQ Tax-Managed U.S. Equity (MFQTX) FQ Global Alternatives (MGAAX) Managers Fremont Bond Fund (MBDFX) Subadvised by PIMCO Managers Bond Fund (MGFIX) Subadvised by Loomis, Sayles & Company INVESTMENT GROUP LLC 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 Learn more at www.managersinvest.com/index/feature Investors should carefully consider the Funds’ investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or visit www.managersinvest.com for a free prospectus. Read it carefully before investing or sending money. Distributed by Managers Distributors, Inc., member FINRA. Managers Distributors, Inc. provides support on a wholesale basis related to making the Brandywine Funds available through various intermediaries. DM061 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, First Trust, Claymore, and Deutsche Bank, for use in exchange-traded funds and exchange-traded 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. Not FDIC insured, nor bank guaranteed. May lose value. 6 Morningstar Advisor Summer 2008 http://advisor.morningstar.com/products/advisormagazine.asp http://www.managersinvest.com http://www.managersinvest.com/index/feature http://www.managersinvest.com http://MorningstarAdvisor.com

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Morningstar Advisor - Summer 2008 Contents Letter from the Editor Contributors Inbox College Planning: Solutions and Concerns ETFs: The Next Chapter Engineering Financial Advice Investment Briefs Flexible vs. Style-Pure Managers: The Evidence Forging a New Commodity Index Work Your Way Through College Planning Sizing Up the Options Best and Worst 529 College-Savings Plans A 529 Travel Guide 10 Tax-Smart Tips for College-Savings Planning Global Dialogue How Sequoia Cranks Out Good Returns Year After Year The Many Layers of David Winters Living on the Edge Stocks to Buy Once a Decade With Munis Feeling the Pain, Some Opportunities Arise Health Care Provides Shelter from Economic Storm Help Your Clients Get More Out of Their Bond Portfolios Mutual Fund Analyst Picks 50 Most Popular Equity ETFs Undervalued Stocks Most Popular Variable Annuities New at Morningstar New on MorningstarAdvisor.com Closer to Fine

Morningstar Advisor - Summer 2008

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