Morningstar Advisor - December/January 2012 - (Page 77)

Valuation Rating Market Price Fair Value YTD Annualized Total Return % 1Yr 3Yr Yield % Std Dev 3 Yr % Worst 3-Mo Ret % Avg Market Cap ($Mil) # of Holdings % Asset in top 10 Exp Ratio Turnover % Net Assets ($Mil) Incep Date Undervalued — — — Undervalued Fairly Valued Undervalued — Undervalued Undervalued Undervalued — Fairly Valued — Fairly Valued Fairly Valued Fairly Valued Undervalued Fairly Valued Fairly Valued Fairly Valued Fairly Valued — — — Undervalued — Undervalued — Undervalued Fairly Valued — Fairly Valued Fairly Valued Fairly Valued Undervalued Undervalued Undervalued — — — — — Fairly Valued Fairly Valued — Undervalued Fairly Valued Undervalued Fairly Valued 124.0 41.5 52.4 40.8 124.4 56.9 63.6 74.0 57.7 118.1 62.2 62.4 60.0 88.7 57.4 159.4 51.6 53.1 25.6 52.5 69.5 34.7 36.1 67.3 33.1 66.9 43.2 68.7 9.4 61.8 98.5 50.0 30.8 13.2 27.7 51.3 33.1 56.7 70.8 55.4 65.3 85.2 42.7 56.4 72.9 37.5 73.4 33.1 56.7 55.8 147.2 — — — 147.7 66.6 73.6 — 64.4 135.7 76.7 — 58.0 — 54.1 167.1 54.0 58.2 30.2 55.9 86.7 35.0 — — — 76.0 — 80.6 — 69.9 105.5 — 31.8 18.1 29.1 62.9 40.2 70.5 — — — — — 54.5 76.6 — 85.1 38.9 66.7 57.8 1.2 -12.9 -6.8 -12.3 1.2 6.9 0.5 -4.5 2.8 5.3 -1.2 -15.3 -4.3 -1.2 7.8 -1.3 7.4 3.2 4.4 4.8 3.4 14.5 -12.5 -1.0 -8.1 4.3 -9.3 0.8 -11.6 2.6 -1.0 -6.0 8.2 -14.5 -8.4 -0.8 8.2 -2.1 -2.5 -4.9 -6.9 -2.1 -5.6 5.4 -1.0 7.3 0.3 -2.7 1.0 0.2 7.9 -9.1 -4.1 -8.7 8.0 11.8 8.0 6.6 9.7 10.2 5.9 -13.2 3.4 8.4 10.5 8.2 12.3 9.1 8.5 7.6 19.5 14.4 -15.3 10.4 -5.5 10.2 -6.0 7.8 -3.0 9.4 7.7 -0.4 11.3 -6.0 -0.5 6.4 9.9 5.4 8.3 5.6 3.3 9.8 -0.7 8.4 8.0 11.2 7.7 6.0 7.9 9.9 11.3 22.1 9.8 20.2 11.4 21.6 12.5 12.9 15.4 11.6 8.6 23.7 41.7 17.7 17.3 17.4 7.7 11.9 18.0 10.6 13.0 10.6 16.1 13.7 9.2 14.6 12.3 12.1 4.6 14.9 17.6 23.7 11.3 -2.9 16.2 9.0 9.9 7.8 16.7 26.7 9.4 16.3 23.6 15.9 18.4 — 12.1 12.9 12.0 19.7 2.0 2.0 3.2 2.1 2.0 0.7 1.9 1.4 1.3 2.7 2.2 5.8 0.7 1.2 3.4 1.0 3.5 2.1 1.4 3.3 1.6 3.9 2.3 1.2 2.7 1.5 2.4 1.8 1.7 1.2 1.5 0.7 2.8 1.5 1.9 2.6 2.0 2.3 1.2 0.9 2.1 0.7 4.0 3.8 1.2 5.0 1.7 2.1 1.9 0.9 19.5 27.9 22.9 27.1 19.5 20.6 20.3 26.6 18.7 18.0 21.4 32.2 40.4 23.0 36.1 23.0 20.8 16.7 19.3 20.9 25.1 12.7 25.7 26.3 24.6 17.7 25.2 19.8 17.5 19.1 22.9 26.4 12.5 35.1 25.5 20.9 16.3 22.1 26.8 37.0 27.5 25.9 25.9 34.4 22.6 — 20.3 26.6 19.6 22.1 -29.5 -44.2 -35.2 -42.8 -29.6 -38.6 -31.1 -35.6 -32.9 -22.8 -28.8 -53.4 -52.0 -36.5 -47.4 -36.5 -30.1 -21.9 -38.3 -25.6 -32.1 -22.8 -44.9 -34.3 -34.4 -29.1 -37.1 -30.9 -27.4 -33.3 -38.7 -51.4 -17.6 -39.8 -40.9 -27.2 -23.0 -30.1 -37.0 -45.2 -32.5 -38.9 -41.0 -47.4 -38.3 -7.1 -31.3 -33.7 -30.3 -40.6 48,529 19,348 26,681 16,060 48,511 57,005 27,053 956 38,847 108,590 33,964 19,138 14,939 3,264 6,461 2,912 10,737 43,096 82,277 12,045 55,655 15,792 73,596 1,035 32,124 49,811 26,914 36,357 14,623 36,189 6,597 11,392 53,010 37,194 18,626 45,549 44,850 47,065 1,549 14,968 821 1,112 20,404 7,925 6,444 — 27,272 30,291 40,552 6,891 502 901 943 871 501 100 3,350 1,976 593 31 659 87 30 402 108 400 101 128 84 61 43 34 27 603 924 331 2,305 986 310 431 789 46 43 82 104 415 52 340 1,737 106 1,361 1,159 155 82 456 — 2,961 62 758 471 19.6 12.0 13.4 14.3 19.6 55.6 14.9 2.6 27.6 57.6 23.9 59.5 74.5 7.0 44.6 8.0 22.3 40.4 63.3 28.2 62.8 55.5 61.1 6.1 12.5 27.4 8.1 17.4 21.0 22.5 4.5 57.4 65.4 50.0 40.2 29.9 58.8 29.4 2.8 48.9 4.3 4.9 38.9 43.5 5.1 — 16.0 48.7 17.0 7.6 0.09 0.22 0.34 0.68 0.09 0.20 0.06 0.20 0.20 0.18 0.20 0.61 0.53 0.20 0.12 0.25 0.40 0.18 0.20 0.36 0.20 0.20 0.72 0.20 0.12 0.18 0.22 0.15 0.54 0.12 0.20 0.55 0.20 0.20 0.53 0.12 0.20 0.18 0.12 0.61 0.25 0.25 0.50 0.47 0.12 0.85 0.20 0.20 0.12 0.25 5 12 6 17 5 8 5 20 24 0 24 11 3 14 12 15 18 15 5 52 8 11 23 21 6 22 6 7 10 26 12 20 5 16 8 27 4 23 12 18 32 36 10 17 16 0 6 9 8 29 83,784 46,244 36,801 34,562 25,882 24,891 18,843 15,647 13,410 10,888 10,549 10,238 9,733 9,162 8,946 8,729 8,361 7,885 7,456 7,228 6,985 6,908 6,756 6,585 6,584 6,428 6,194 6,031 6,004 5,963 5,952 5,778 5,674 5,310 4,901 4,890 4,182 3,832 3,813 3,599 3,515 3,458 3,364 3,301 3,274 3,211 3,139 3,090 2,961 2,916 01/93 03/05 08/01 04/03 05/00 03/99 05/01 05/00 05/00 01/98 05/00 07/00 05/06 05/00 09/04 05/95 11/03 04/06 12/98 11/05 12/98 12/98 10/04 05/00 07/07 05/00 03/07 05/00 03/96 01/04 07/01 08/07 12/98 12/98 03/96 01/04 12/98 05/00 01/04 05/00 07/00 07/00 10/01 06/00 01/04 04/09 05/00 12/98 01/04 07/01 MorningstarAdvisor.com 77 http://www.MorningstarAdvisor.com

Table of Contents for the Digital Edition of Morningstar Advisor - December/January 2012

Morningstar Advisor - December/January 2012
Contents
Contributors
Letter From the Editor
Seduced by Complexity
Is China Exposure Important for a Portfolio?
A Niche Built on Trust
How to Find Your Client’s Investment Style
Taking the Long View
Consensus on Europe Elusive
Four Picks for the Present
Investment Briefs
Is Perception Reality for Active Managers?
Be Alert for Basic-Materials Bargains
Investment Boom Unsustainable
Digging Moats in China
Where China’s Domestic Companies Stand to Benefit
Arising Opportunities
China Strong Long Term
From Currency Manipulation to International Acceptance
The Keys to China’s Fortune
Wedgewood’s Lessons Pay Off
Reading the Evidence on Indexing
Scouting for Investments Abroad
Yield, Please (Hold the Europe)
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
China Fund Managers Eat Elsewhere

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