Morningstar Advisor - February/March 2010 - 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 194 Analyst Picks as of Dec. 31, 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 Sound Shore SSHFX T. Rowe Price Equity Income PRFDX Weitz Partners Value WPVLX American Funds Fundamental Investors A ANCFX Clipper CFIMX Davis NY Venture A NYVTX Fairholme FAIRX Longleaf Partners LLPFX Oakmark I OAKMX Oakmark Select I OAKLX Schwab S&P 500 Index Inv SWPIX Schwab Total Stock Market Index Inv SWTIX Selected American Shares D SLADX Selected American Shares S SLASX Sequoia SEQUX Vanguard Dividend Growth VDIGX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Growth & Inc VTGIX WHG Large Cap Value Instl WHGLX American Funds AMCAP A AMCPX Aston/Montag & Caldwell Growth N MCGFX Brandywine Blue BLUEX Calamos Growth & Income A CVTRX Harbor Capital Appreciation Instl HACAX Jensen J JENSX PRIMECAP Odyssey Growth POGRX Selected Special Shares D SLSDX T. Rowe Price New America Growth PRWAX Vanguard Capital Opportunity VHCOX * Vanguard PRIMECAP VPMCX * Vanguard PRIMECAP Core VPCCX * Artisan Mid Cap Value Investor ARTQX * FPA Capital FPPTX * Longleaf Partners Small-Cap LLSCX * Perkins Mid Cap Value J JMCVX Schneider Value SCMLX T. Rowe Price Mid-Cap Value TRMCX Lg Value Ç X ÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙÙÙ ÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ — — ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙÙ Ù ÙÙÙÙÙ È — Ç Z È — Ç Z È É È È Ç È É É È È É É X Z Z Z — Z X X — — Z Z 19.0 47.3 31.3 26.6 25.6 31.3 19.0 47.3 31.3 26.6 25.6 31.3 -6.1 -5.0 -9.3 -5.8 -5.9 -9.4 0.2 1.6 -0.7 0.8 0.7 -2.3 4.0 -4.4 1.2 7.8 -1.0 1.9 -0.1 0.4 1.2 1.4 1.1 1.3 3.9 1.0 0.4 — 1.6 3.8 -1.9 4.2 3.2 2.0 4.5 0.5 3.2 4.9 4.3 4.9 6.2 4.2 3.1 5.3 -4.2 4.6 2.8 4.1 5.7 4.8 4.1 2.5 3.6 3.7 2.4 13.2 5.3 5.7 6.9 -1.0 0.1 — 2.2 5.4 2.5 -1.0 -1.0 — 2.5 -0.9 0.0 5.6 -2.4 3.8 — — -0.1 5.9 3.2 — — 9.4 8.2 11.0 — 10.5 2.9 1.3 1.2 0.8 1.9 0.1 1.5 0.8 0.7 0.9 0.0 0.6 0.3 — — 1.0 0.8 0.0 2.2 1.5 2.0 0.9 1.0 0.3 0.3 1.9 0.3 1.1 0.2 0.7 0.0 0.3 0.8 0.8 0.4 0.1 0.0 0.5 2.1 1.0 18.5 27.9 23.9 19.9 21.6 21.3 20.8 24.3 22.2 25.6 28.3 23.5 25.6 19.5 19.8 22.5 22.5 18.5 16.1 20.4 19.9 17.6 20.0 19.2 20.3 17.4 18.6 17.4 20.9 22.2 22.2 23.1 19.7 19.4 24.2 24.6 26.9 18.9 31.0 22.5 -26.0 -44.9 -35.7 -35.3 -28.3 -28.7 -33.8 -33.0 -31.5 -34.2 -47.4 -31.8 -34.7 -29.4 -30.7 -31.1 -31.2 -23.6 -22.6 -31.5 -29.7 -24.5 -29.9 -28.1 -35.2 -27.9 -30.5 -23.4 -32.2 -35.3 -37.4 -37.3 -32.0 -31.2 -35.7 -36.8 -35.5 -28.6 -45.2 -32.4 0.65 0.89 0.52 0.92 0.69 1.19 0.61 0.76 0.92 1.01 0.90 1.10 1.08 0.36 0.53 0.59 0.92 1.00 0.36 0.16 0.16 1.00 0.71 1.11 1.16 1.12 0.67 0.86 0.71 0.86 0.91 0.50 0.49 0.54 1.21 0.93 0.93 1.06 0.88 0.83 144 67 88 46 123 37 253 26 100 50 20 56 23 504 2,327 95 95 27 49 615 503 57 184 34 43 102 63 30 107 71 105 110 114 142 61 24 21 154 46 140 39 12 31 111 32 29 29 7 15 81 30 32 26 3 1 18 18 12 28 8 8 70 37 35 261 66 82 24 13 30 88 12 4 5 54 18 23 103 107 74 50,168 7,102 39,986 2,117 17,059 560 44,133 1,163 33,399 11,208 7,870 3,401 2,402 9,382 1,299 8,391 8,391 2,841 2,761 3,311 2,145 196 19,298 2,721 2,328 3,886 8,908 2,197 854 86 833 8,455 28,832 4,637 4,922 1,097 2,366 10,764 120 6,935 07/52 12/92 01/65 05/85 10/85 05/83 08/78 02/84 02/69 12/99 04/87 08/91 11/96 05/96 06/99 05/04 02/33 07/70 05/92 09/94 09/94 06/06 05/67 11/94 01/91 09/88 12/87 08/92 11/04 05/04 09/85 08/95 11/84 12/04 03/01 07/68 02/89 08/98 09/02 06/96 É — Ç X È — È — È — É É — C 33.4 33.4 -3.0 37.6 37.6 -11.5 32.1 32.1 -6.0 39.0 39.0 3.2 53.6 53.6 -8.9 44.8 44.8 -2.0 52.5 52.5 -5.8 14.8 -18.1 -5.9 16.2 -18.1 -5.3 32.1 32.1 -5.5 31.6 31.6 -5.8 15.4 15.4 -3.0 21.7 21.7 -1.0 29.0 29.0 -5.1 26.5 26.5 -5.7 13.8 13.8 -4.4 39.2 29.8 9.3 37.0 41.9 29.0 40.9 44.7 49.3 48.9 34.4 37.0 39.3 53.8 49.3 30.4 39.2 46.7 39.2 29.8 9.3 37.0 41.9 29.0 40.9 44.7 49.3 48.9 34.4 37.0 -2.3 1.9 -8.8 1.2 0.0 -0.6 -0.9 -7.3 1.6 0.1 0.4 0.2 Lg Blend Lg Growth É — É — É É É É É É É É — — Z Z Z Z Z Z Mid Value Ê — Ê Z Ê Z Ë — Ê — Ê Z 39.3 0.8 53.8 0.0 49.3 -4.9 30.4 0.6 39.2 -14.5 46.7 -1.2 22 22 *Closed to new investors. 68 Morningstar Advisor February/March 2010
Morningstar Advisor - February/March 2010

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