Morningstar Advisor - Summer 2008 - (Page 80)

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 187 Analyst Picks as of June 30, 2008. Name Cat Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield % 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 Sequoia SEQUX 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 Capital Opportunity VHCOX * Vanguard Growth Equity VGEQX Vanguard PRIMECAP VPMCX * Vanguard PRIMECAP Core VPCCX FPA Capital FPPTX * Janus Mid Cap Value Investor JMCVX T. Rowe Price Mid-Cap Value TRMCX * Vanguard Selected Value VASVX Lg Value Ç Ç Ç È Ê È Ç Ç È Ç È È Ç È È È É È Ç È — È È É É É É É É É É É Ê Ë Ê Ê -12.2 — ÙÙÙÙÙ 0.1 Z ÙÙÙÙ -15.9 — ÙÙÙÙÙ -12.9 — ÙÙÙÙ -16.9 — ÙÙÙÙ -7.8 Z ÙÙÙÙ -13.5 X ÙÙ -18.9 —— -7.9 X ÙÙÙ -15.3 3.7 -2.9 10.9 -21.4 2.7 -15.2 6.0 -27.0 2.3 -11.2 6.0 -17.3 3.6 -30.2 -4.1 -5.9 — -23.4 -13.9 -3.5 -17.8 -13.2 -12.6 -17.3 -13.6 -19.4 -30.0 -13.0 -7.8 -12.1 -13.2 -2.7 5.0 9.8 2.2 4.3 5.0 5.2 4.3 0.6 -4.1 5.5 4.6 5.1 4.3 7.0 15.8 9.3 11.6 12.2 9.6 7.9 2.2 — 1.6 9.4 15.2 4.1 7.5 8.6 7.6 7.8 4.5 1.5 — 6.2 8.6 7.5 7.7 13.7 8.7 — 9.2 14.5 8.4 13.1 — 12.0 13.8 12.1 10.6 4.5 10.3 8.6 7.6 — 6.0 5.5 4.9 — 5.9 5.6 — 3.7 2.8 3.5 7.2 5.4 3.2 7.1 — 4.7 3.8 2.9 2.6 8.2 2.8 — 1.5 15.1 1.8 8.8 — 10.2 — 9.9 6.4 2.3 1.1 1.7 1.6 0.7 0.6 2.4 1.0 0.8 1.2 1.2 0.7 1.6 2.1 1.8 0.2 — 1.4 1.3 1.5 0.3 1.7 2.2 0.2 — 0.4 0.3 — 0.7 0.1 0.8 1.1 1.6 4.2 2.5 2.1 9.6 13.0 11.1 11.1 15.2 9.1 10.1 11.9 — 11.6 10.2 12.0 10.0 10.2 10.5 12.1 13.3 10.8 14.1 10.1 10.0 10.5 10.2 11.7 12.0 11.8 10.3 11.8 12.8 13.6 10.1 9.7 9.8 9.4 10.4 10.9 -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 -15.8 -18.7 -17.1 -15.6 -22.5 -25.1 -13.2 -21.8 -23.9 -32.6 -21.7 -9.3 -24.3 -17.7 -19.0 -30.7 0.58 1.02 0.52 0.80 0.85 0.92 0.67 1.15 1.00 0.69 0.84 1.00 0.60 0.10 0.10 0.89 1.20 1.01 0.97 0.57 1.00 0.15 0.15 1.07 1.12 0.66 0.75 0.85 0.45 0.68 0.43 0.55 0.88 0.85 0.78 0.40 166 91 90 30 61 41 129 38 48 24 105 33 99 504 3,327 25 78 52 20 101 26 663 510 31 44 59 112 91 125 71 128 141 31 146 121 63 19 11 27 123 132 84 26 22 50 25 5 14 36 5 4 15 35 12 10 8 13 5 5 69 184 69 5 60 14 131 11 10 18 95 73 33 76,673 10,651 52,472 2,023 258 2,359 19,809 1,504 47 1,908 44,034 8,467 9,890 15,724 8,308 12,096 590 3,822 2,967 11,143 3,813 4,004 2,917 1,870 4,356 8,608 478 825 8,932 987 32,125 3,370 1,937 7,522 6,699 3,460 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 07/70 09/94 09/94 11/94 01/91 12/87 11/04 09/85 08/95 03/92 11/84 12/04 02/68 08/98 06/96 02/96 -21.5 -11.8 — ÙÙÙÙÙ -5.9 X ÙÙ -12.8 C ÙÙÙ -11.9 C ÙÙÙ -10.9 Z ÙÙÙÙ -8.2 — ÙÙÙÙ -9.4 X ÙÙ -11.3 X ÙÙÙ -14.0 Z ÙÙÙÙ -11.1 — ÙÙÙ -10.0 X ÙÙÙ -10.7 X ÙÙÙ -11.9 Z Z ÙÙÙÙ C ÙÙÙÙ Lg Blend ÙÙ 7 59 — ÙÙÙÙÙ — ÙÙÙ X X Z Z Z Z Z Z X -6.6 5.2 9.0 -5.3 4.9 11.5 -9.0 -2.5 5.9 ÙÙÙÙ -8.1 -10.4 7.0 ÙÙÙ -4.9 -0.9 7.2 ÙÙÙÙÙ -7.2 -5.9 9.5 ÙÙÙ -13.7 -2.5 7.3 ÙÙÙÙÙ -3.3 -0.9 10.6 ÙÙÙÙ -5.0 -6.8 7.9 ÙÙÙ ÙÙÙÙ ÙÙ Lg Growth — ÙÙÙÙÙ 5.3 -6.7 -3.8 -6.1 -8.1 -16.2 -14.1 -21.4 6.3 8.5 6.0 1.6 Mid Value *Closed to new investors. 80 Morningstar Advisor Summer 2008

Table of Contents Feed for the Digital Edition of Morningstar Advisor - Summer 2008

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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