Morningstar Advisor - April/May 2009 - (Page 68) 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 Name Cat 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, Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield % each category may contain an assortment of picks that are vastly different from each other, but they will all meet the criteria listed. There were 189 Analyst Picks as of Feb. 28, 2009. 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 Partners Value WPVLX WHG Large Cap Value Instl WHGLX Clipper CFIMX Davis NY Venture A NYVTX Fairholme FAIRX Fidelity Spartan 500 Index Investor FSMKX Fidelity Spartan Total Market Index Inv FSTMX Longleaf Partners LLPFX Oakmark I OAKMX Oakmark Select I OAKLX Selected American Shares D SLADX Sequoia SEQUX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Growth & Inc VTGIX Aston/Montag & Caldwell Growth N MCGFX Brandywine Blue BLUEX Harbor Capital Appreciation Instl HACAX Jensen J JENSX PRIMECAP Odyssey Growth POGRX T. Rowe Price New America Growth PRWAX Vanguard Capital Opportunity VHCOX * Vanguard PRIMECAP VPMCX * Vanguard PRIMECAP Core VPCCX Artisan Mid Cap Value ARTQX FPA Capital FPPTX * Perkins Mid Cap Value Investor JMCVX T. Rowe Price Mid-Cap Value TRMCX * Vanguard Selected Value VASVX Ariel Appreciation CAAPX Fidelity Spartan Extended Mkt Index Inv FSEMX Osterweis OSTFX Selected Special Shares D SLSDX TCW Value Opportunities I TGVOX *Closed to new investors. Lg Value Ç Ç È È Ê È Ç Ë È È È Ç È È É È È È É È È É É É É É É É É É Ê Ê X Z ÙÙÙ ÙÙÙ — ÙÙÙ — ÙÙÙÙ —Ù — ÙÙÙÙ Z ÙÙÙÙ — ÙÙÙ —— Z Z ÙÙ ÙÙÙ -19.3 -16.9 -21.8 -16.8 -21.1 -14.1 -22.6 -11.6 -18.4 -41.3 -54.0 -51.3 -43.3 -62.8 -41.4 -46.1 -39.5 -39.2 -54.7 -48.5 -44.4 -43.4 -43.3 -50.7 -41.5 -42.2 -48.4 -35.6 -43.3 -43.4 -13.8 -6.1 -19.2 -6.9 -20.2 -8.3 -14.0 -3.9 -25.0 -11.8 -13.6 -4.9 -16.1 -6.7 -15.3 -8.1 — — -23.0 -13.4 -17.2 -7.5 -11.0 -0.8 -15.2 -6.7 -15.2 -6.2 -19.6 -10.1 -15.1 -7.8 -19.9 -10.4 -16.9 -7.4 -10.4 -5.0 -15.2 -6.1 -15.2 -6.7 -3.8 -3.6 -4.1 -5.5 — -4.7 -3.1 -2.6 — -0.4 -5.9 -0.8 -3.9 -3.9 -9.9 -5.2 -1.0 -8.0 -8.1 -0.8 1.9 2.3 1.6 1.4 -0.1 0.1 — -1.7 -1.0 — -3.5 -2.6 -0.4 -1.1 1.5 -0.9 0.7 -2.6 -3.4 -3.0 2.0 -3.4 0.8 — -3.3 7.7 2.0 — — 5.2 9.1 5.8 4.1 -0.2 0.0 6.2 -1.8 6.2 4.1 2.2 3.0 3.2 6.0 1.3 4.2 0.2 1.4 2.6 1.8 0.6 3.6 3.1 0.2 2.1 1.9 2.2 0.5 2.8 3.7 0.4 0.0 0.7 1.8 0.4 0.0 0.6 1.2 1.5 0.2 2.0 1.3 1.5 4.2 0.9 2.2 0.2 0.4 1.5 16.0 23.6 19.4 16.7 25.2 17.5 17.4 17.2 — 18.7 17.8 21.0 16.8 17.2 24.3 18.4 20.6 17.9 15.0 17.3 16.7 16.8 19.5 16.2 14.7 16.8 19.1 19.6 16.5 15.8 20.3 18.1 16.0 17.4 17.9 21.2 19.8 13.4 18.9 19.0 -26.0 -44.9 -35.7 -29.4 -45.2 -35.3 -28.3 -28.7 -24.5 -33.0 -31.5 -34.2 -29.7 -31.2 -47.4 -31.8 -34.7 -31.1 -23.6 -31.5 -29.7 -28.1 -35.2 -30.5 -23.4 -32.2 -37.4 -37.3 -32.0 -31.2 -35.7 -36.8 -28.6 -32.4 -31.6 -39.4 -37.0 -27.2 -35.3 -36.7 0.58 1.02 0.52 0.80 0.85 0.92 0.67 1.15 1.00 0.69 0.85 1.01 0.10 0.10 0.89 1.10 1.08 0.57 1.00 0.15 0.15 1.08 1.13 0.67 0.85 0.71 0.91 0.45 0.43 0.50 1.21 0.88 1.06 0.83 0.38 1.19 0.09 1.18 0.81 0.95 185 78 82 31 44 41 129 34 46 25 112 44 508 3,204 23 51 21 101 28 629 511 33 35 51 30 106 90 116 122 140 51 33 150 118 63 33 3,191 39 65 55 18 2 31 117 102 111 32 24 70 25 16 81 6 4 30 32 26 18 13 8 8 52 267 82 8 13 88 13 11 9 70 18 103 74 23 26 17 56 30 51 44,014 4,397 25,319 1,116 78 1,400 12,478 406 69 769 22,058 5,866 9,238 5,590 5,669 1,945 1,481 5,670 3,120 2,227 1,538 1,391 2,482 5,327 1,478 364 492 4,919 18,745 2,422 2,455 829 5,324 4,303 1,922 715 1,927 347 55 174 07/52 12/92 01/65 12/97 09/02 05/85 10/85 05/83 06/06 02/84 02/69 12/99 03/90 11/97 04/87 08/91 11/96 05/04 07/70 09/94 09/94 11/94 01/91 12/87 08/92 11/04 09/85 08/95 11/84 12/04 03/01 07/68 08/98 06/96 02/96 12/89 11/97 10/93 05/04 11/97 23 65 22 -21.0 -20.5 — ÙÙÙÙÙ -20.7 C ÙÙÙ -18.2 C ÙÙÙ -17.8 Z ÙÙ -9.8 X ÙÙÙ -18.8 X ÙÙÙ -16.5 Z ÙÙ -21.2 — ÙÙÙÙÙ -15.7 — ÙÙÙ -17.0 — ÙÙÙ -18.2 C Lg Blend 58 ÙÙÙÙÙ -12.6 -34.4 -8.6 — ÙÙÙÙ -12.2 -44.6 -13.7 — ÙÙÙÙ -7.3 -34.8 -12.8 — ÙÙÙÙÙ -15.7 -34.3 -10.3 X ÙÙÙÙ -13.8 -39.0 -13.4 Z ÙÙÙÙ -6.7 -36.8 -11.7 Z ÙÙÙÙ -10.1 -40.6 -12.6 Z ÙÙÙÙÙ -14.4 -38.5 -11.6 Z ÙÙÙÙÙ -12.9 -36.3 -11.5 Z Lg Growth 22 — ÙÙÙÙÙ -15.4 ÙÙÙ -13.0 Ë — ÙÙÙÙÙ -14.2 Ê — ÙÙÙÙ -15.4 Ê X ÙÙÙÙ -15.4 Ë Ì -37.1 -43.2 -35.5 -41.3 -40.2 -47.7 -44.3 -28.2 -44.1 -43.0 -11.4 -16.2 -9.2 -13.7 -13.7 -19.7 -16.2 -8.6 -18.0 -17.8 Mid Value -18.6 -16.9 É X ÙÙÙÙÙ -4.8 É Z ÙÙÙ -11.6 Ë — ÙÙÙ -15.0 X ÙÙÙ Mid Blend — ÙÙ 68 Morningstar Advisor April/May 2009
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