Morningstar Advisor - Fall 2008 - 82

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 183 Analyst Picks as of Sept. 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 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 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 È Ç È Ê È Ç È È Ç È Ë È È È É È È È É È È É É É É É É — É Ë Ë Ê Ê -16.1 — ÙÙÙÙ -24.3 Z ÙÙÙÙ -26.1 — ÙÙÙÙÙ -19.8 — ÙÙ -35.8 — ÙÙÙÙ -14.4 Z ÙÙÙÙ -17.5 X ÙÙ -21.3 —— -15.5 X ÙÙÙ -20.5 -25.4 -29.6 -23.2 -39.4 -17.9 -20.1 -26.5 -15.9 -31.8 -22.2 -8.8 -22.0 -21.2 -30.8 -26.9 -18.1 -30.4 -21.2 -8.3 -22.4 -22.0 -12.8 -30.7 -20.1 -22.0 -18.3 -24.1 -14.0 -16.5 -13.3 -11.6 -17.9 -23.0 1.5 -1.2 -3.3 1.3 -7.1 0.8 1.1 -4.0 — -7.0 -0.1 8.0 0.1 0.6 -2.6 -3.4 0.3 -6.6 0.5 5.3 -0.1 0.1 3.3 -3.1 -1.2 1.8 1.8 2.5 4.4 3.0 -0.7 4.6 2.6 -1.1 5.7 8.6 5.4 9.2 4.7 7.4 6.6 1.5 — -1.7 6.6 14.2 5.1 5.9 2.7 3.0 4.1 0.0 — 5.9 5.6 5.1 5.7 5.9 4.8 — 5.6 9.3 9.4 — 7.4 11.0 9.6 7.9 4.8 9.8 8.9 8.7 — 6.9 5.9 5.4 — 4.7 6.2 — 3.0 3.9 7.3 5.5 4.6 8.4 — 6.3 4.2 3.1 3.2 7.0 2.9 — 2.6 14.9 9.1 — 11.7 15.0 11.1 9.1 2.4 1.6 1.8 1.8 0.9 0.7 2.4 1.1 0.9 1.3 1.3 0.7 2.3 1.9 0.3 — 1.4 1.4 1.7 0.3 1.9 2.4 0.2 — 0.4 0.3 — 0.8 0.9 1.2 1.5 4.5 2.6 2.2 10.1 17.5 13.5 11.8 18.3 11.1 10.8 12.1 — 12.9 11.6 13.1 11.4 11.7 14.7 15.0 11.7 15.8 11.5 10.2 11.9 11.4 12.8 17.4 13.1 11.7 13.8 15.1 11.4 11.0 11.3 10.6 11.3 12.0 -17.9 -24.4 -17.9 -19.1 -22.8 -18.8 -17.3 -17.2 -10.3 -17.6 -16.0 -8.5 -17.3 -16.9 -18.4 -18.8 -18.6 -19.0 -10.6 -15.8 -18.7 -17.1 -15.6 -28.6 -25.1 -13.2 -21.8 -23.9 -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 0.09 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 0.43 0.55 0.88 0.85 0.78 0.40 175 88 86 30 60 39 129 37 48 26 110 36 503 3,277 24 93 50 23 102 27 651 509 32 46 58 107 95 120 126 135 29 145 120 62 19 11 27 123 132 84 26 22 50 25 5 14 6 4 15 35 12 10 8 13 5 5 69 184 69 5 60 14 11 10 18 95 73 33 69,293 8,266 45,388 1,831 180 2,260 18,630 1,316 56 1,515 38,905 9,266 14,371 7,837 10,407 468 3,622 2,576 10,042 3,113 4,029 2,902 1,629 3,251 7,477 489 723 8,902 32,138 3,563 1,700 7,456 6,170 3,429 07/52 12/92 01/65 12/97 09/02 05/85 10/85 05/86 06/06 02/84 02/69 12/99 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 11/84 12/04 02/68 08/98 06/96 02/96 12 31 32 33 28 28 -31.1 -20.5 — ÙÙÙÙÙ -7.5 C ÙÙÙ -19.3 C ÙÙÙÙ -18.5 Z ÙÙÙ -24.3 — ÙÙÙ -24.2 X ÙÙÙ -12.5 X ÙÙÙ -20.1 Z ÙÙÙÙ -19.8 — ÙÙÙÙ -8.8 — ÙÙÙ -19.8 — ÙÙÙ -19.3 Z Z ÙÙÙÙ Lg Blend ÙÙ 28 28 79 23 96 28 28 62 96 28 47 79 -15.4 -32.4 -20.7 X ÙÙÙÙ -17.0 X ÙÙÙÙ -17.0 — ÙÙÙÙÙ -20.1 Z ÙÙÙÙÙ -12.9 Z ÙÙÙÙÙ -13.2 C Lg Growth ÙÙÙÙ 28 28 — ÙÙÙÙ — ÙÙÙ Mid Value Z Z — ÙÙÙ ÙÙÙÙ ÙÙÙ — ÙÙÙÙÙ -7.7 -9.6 -14.2 -19.9 28 *Closed to new investors. 82 Morningstar Advisor Fall 2008
Morningstar Advisor - Fall 2008

Table of Contents for the Digital Edition of Morningstar Advisor - Fall 2008
