Morningstar 2011/2012 - (Page 55)
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Portfolio Management
Quarterly Performance Report The Smiths - Retirement Account
Returns Investment Growth Portfolio Asset Allocation
When our clients call—boom— performance reporting is at our fingertips, however and whenever we and our clients want it.
Holding Period Performance
10
Retirement Account
1234
Accelerated Therapeutics Grantile Labs Lumentronics, Inc. Playfair Energy Lutin Holdings
169,029.30 125,200.20 25,200.20
1,125,200.20 1,641,681.33 1,000,681.33
1,180,029.80 1,125,200.20 1,184,247.71 1,421,268.67 1,281,089.11
Joseph Alexopoulos, Aequitas Wealth Management, LLC / Los Angeles, California
Advisor Update
Ted and Joan: As you know, the market has bee your retirement portfolio has definitely weather in the office, let's talk about upping your contrib
Research
Release date 09-30-2011 | FINRA Members: For internal use or client reporting purposes only.
C. Finley XYZ Wea
Dodge & Cox Stock (USD) DODGX
18k 16k 14k 10k 8k 6k
Franklin Universal (USD) FT
Growth of $10,000 Dodge & Cox Stock 12k Franklin Universal
18k 16k 14k 12k 10k 8k 6k
Growth of $10,000 Franklin Universal Dodge & Cox Stock
4k
4k
2007
2008
2009
2010
09-11
Performance
2007
2008
2009
2010
09-11
Performance
1 ( 1432 0.14 -5.35
Trailing Returns
4 ) 1433 -43.31 -6.31
4 & 1272 31.27 4.81
1 Yr
4 * 1240 13.49 -1.58
4 _ 1254 -13.72 -5.04
5 Yr
Equity Quartile rank (in cat) No. of Funds in Cat Total Return % +/- S&P 500 TR
10 Yr Incept 01-04-1965
0 _ — — 1.23
Trailing Returns
0 * 10 — -13.60
0 * 10 — 35.06
1 Yr
0 ( 8 — 1.81
0 _ 8 — 6.78
5 Yr
Fixed-Income Quartile rank (in cat) No. of Funds in Cat Total Return % +/- Morningstar Moderate Target Risk
10 Yr Incept 09-23-1988
Morningstar is clearly the leader for research for advisors, and has long provided good analytical tools.
Jill Curran, Prospect Financial Group LLC / Arlington, Virginia
Load-adj Mthly Std 09-30-2011 Total Return
-4.08 -4.08 -4.08
-4.91 -4.91 -4.91
4.14 4.14 4.14
10.32 10.32 10.32
Load-adj Mthly Std 09-30-2011 Total Return
5.08 5.08 5.08
6.78 6.78 6.78
8.67 8.67 8.67
6.07 6.07 6.07
research and data. Integrated tools give advisors a stage to better communicate and connect with their clients anytime, anywhere. Advisors can also complement their software with Morningstar Back Office Services, our personalized portfolio import and reconciliation
®
SM
service. With Back Office Services, all client data is securely processed and reconciled by our staff so Morningstar Office is ready with up-to-date portfolio information each day. 33
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Table of Contents for the Digital Edition of Morningstar 2011/2012
Morningstar 2011/2012
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