Morningstar Advisor - Fall 2008 - 85

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# Vanguard Short-Term Bond Index VBISX Vanguard Short-Term Federal VSGBX Vanguard Total Bond Market Index VBMFX Western Asset Core Bond Institutional WATFX Davis Appreciation & Income A RPFCX Eaton Vance Floating Rate A EVBLX Eaton Vance Income Fund of Boston A EVIBX Fidelity Floating Rate High Income FFRHX Fidelity High Income SPHIX Fidelity New Markets Income FNMIX Fidelity Strategic Income FSICX Loomis Sayles Bond Ret LSBRX Loomis Sayles Global Bond Ret LSGLX PIMCO Emerging Markets Bond D PEMDX PIMCO Foreign Bond (Unhedged) D PFBDX PIMCO Foreign Bond (USD-Hedged) D PFODX PIMCO High Yield D PHYDX T. Rowe Price High-Yield PRHYX T. Rowe Price International Bond RPIBX T. Rowe Price Spectrum Income RPSIX Vanguard Convertible Securities VCVSX Vanguard High-Yield Corporate VWEHX Fidelity California Municipal Income FCTFX Fidelity Intermediate Municipal Income FLTMX Fidelity Municipal Income FHIGX Fidelity New York Municipal Income FTFMX Fidelity Short-Intermediate Muni Income FSTFX Fidelity Tax-Free Bond FTABX Franklin CA Tax-Free Income A FKTFX Franklin Federal Tax-Free Income A FKTIX Franklin High Yield Tax-Free Inc A FRHIX T. Rowe Price Tax-Free High-Yield PRFHX T. Rowe Price Tax-Free Short-Interm PRFSX Vanguard CA Interm-Trm Tax-Exempt VCAIX Vanguard CA Long-Term Tax-Exempt VCITX Vanguard High-Yield Tax-Exempt VWAHX Vanguard Interm-Term Tax-Ex VWITX Vanguard Long-Term Tax-Exempt VWLTX Vanguard Ltd-Term Tax-Ex VMLTX Vanguard NY Long-Term Tax-Exempt VNYTX Vanguard Short-Term Tax-Ex VWSTX Hi Yield & Specialty CS GS CI CI CV BL HB BL HB EB MU MU IB EB IB IB HB HB IB MU CV HB MX MI ML MN MS ML MX ML HM HM MS MC MX MI MI ML MS MN MS Ç Ç È È Ê Í Î — — — — Ì È Ï — — Î Î É Ë Î Î Ì È É É Ç É — — — Ì Ç È É Ì È È Ç È Ç X X Z ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙ — ÙÙÙÙÙ — ÙÙÙ — ÙÙ 1.7 3.0 0.7 -7.7 4.3 5.8 3.7 -7.9 -22.0 -8.2 -9.6 -4.1 -7.5 -4.6 -2.3 -13.4 -4.4 -6.2 -2.2 -1.0 -12.3 -8.3 0.2 -3.0 -16.2 -9.4 -2.5 1.3 -2.3 -1.7 3.4 -2.0 -4.4 -4.2 -7.5 -7.6 2.6 -1.1 -3.6 -4.1 -0.3 -2.7 2.9 -2.9 3.6 4.5 5.2 4.1 -0.1 -0.9 0.1 1.5 1.9 2.3 4.0 3.5 1.2 2.5 2.7 2.3 1.2 -0.1 1.9 4.0 3.5 3.0 0.8 1.5 2.8 1.6 1.7 3.2 1.8 1.1 1.1 0.2 -0.1 2.9 1.9 1.1 1.1 2.2 1.5 3.1 1.3 3.4 3.2 3.6 3.7 1.6 4.7 1.6 4.8 2.9 4.9 8.0 5.3 4.9 3.7 7.0 — 2.8 3.4 4.8 4.6 4.9 5.6 3.4 2.7 3.0 2.8 2.7 2.4 3.0 3.1 2.8 3.0 2.7 2.3 2.2 2.3 2.6 2.5 2.4 2.4 2.3 2.5 4.5 4.8 4.9 4.4 4.9 — 5.2 — 3.8 14.3 7.0 7.3 6.9 — — 4.4 4.1 5.3 4.5 5.7 7.7 3.7 4.0 4.2 4.3 4.2 3.6 — 3.8 3.7 3.3 3.2 3.4 3.8 3.9 3.8 3.8 4.0 3.5 4.0 3.1 4.1 4.1 4.9 5.8 2.5 6.4 8.7 5.6 8.5 6.4 5.6 8.2 5.3 6.4 4.0 3.6 8.4 8.4 3.9 5.0 4.2 8.6 4.3 3.9 4.3 4.0 3.2 4.3 4.9 4.8 5.7 5.6 3.4 4.1 4.8 5.1 4.3 4.8 3.4 4.5 3.3 2.1 1.7 2.8 4.7 10.4 5.4 6.0 5.0 6.3 6.8 3.6 8.0 5.6 7.1 8.4 3.8 7.6 6.0 6.8 3.6 10.4 6.2 4.8 3.3 4.7 4.9 2.3 4.9 5.4 5.2 5.5 5.4 2.4 4.2 5.3 5.3 4.4 5.4 2.1 5.5 0.9 -1.8 -2.4 -4.8 -6.0 -17.0 -6.8 -12.8 -4.8 -13.6 -37.0 -6.8 -13.1 -8.6 -14.5 -10.3 -2.8 -11.3 -7.9 -6.6 -4.5 -17.4 -6.9 -7.3 -5.7 -6.6 -7.3 -2.4 -4.0 -4.6 -4.9 -5.9 -5.8 -1.9 -3.2 -6.0 -6.2 -3.7 -6.1 -1.6 -6.4 -0.5 0.18 939 0.20 121 0.19 12,457 0.44 1,919 1.01 1.05 1.06 0.72 0.74 0.88 0.73 0.97 1.00 1.25 0.95 0.95 0.90 0.76 0.82 0.00 0.77 0.25 0.43 0.37 0.44 0.44 0.49 0.18 0.57 0.60 0.62 0.72 0.51 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 56 641 275 310 398 155 1,252 699 329 535 1,195 1,176 713 425 311 9 119 250 501 899 1,094 278 506 634 911 839 709 474 169 628 407 574 1,542 324 752 327 487 79 70 54 455 23 61 84 69 33 65 140 20 95 148 798 969 187 69 78 9 116 26 27 18 22 13 23 12 14 15 20 31 43 11 23 22 12 13 32 10 51 8,602 3,013 65,652 5,628 591 2,507 1,741 2,455 5,013 1,988 5,148 14,756 2,231 3,170 3,044 3,129 7,003 5,038 2,762 4,992 985 8,918 1,593 2,833 4,894 1,510 1,923 1,144 13,768 7,871 5,716 1,385 575 5,092 3,094 6,361 19,741 3,070 8,044 2,910 5,090 03/94 12/87 12/86 09/90 05/92 05/03 06/72 09/02 08/90 05/93 05/98 12/96 12/96 03/00 04/04 04/98 04/98 12/84 09/86 06/90 06/86 12/78 07/84 04/77 12/77 07/84 12/86 04/01 02/77 10/83 03/86 03/85 12/83 03/94 04/86 12/78 09/77 09/77 08/87 04/86 09/77 -17.8 -8.1 — ÙÙÙ -9.6 C ÙÙÙÙÙ -4.1 C ÙÙÙÙ -6.8 C ÙÙÙ -6.5 C ÙÙÙÙ -3.6 — ÙÙÙ -14.4 — ÙÙÙÙ -6.6 C ÙÙÙ -7.4 C ÙÙÙ -6.0 C ÙÙÙ -3.1 X ÙÙÙ -12.5 Z ÙÙÙÙ -7.4 X ÙÙÙÙ -2.7 Z ÙÙÙ -4.3 — ÙÙÙÙÙ -16.5 — ÙÙÙ -8.5 C C X C C X C C C X X ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ 62 — ÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙ X ÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙ — ÙÙÙÙ — ÙÙÙÙ -3.5 -0.2 -3.6 -3.3 1.8 -3.2 -4.8 -5.1 -7.1 -6.5 1.4 -2.2 -4.2 -4.6 -1.8 -3.9 1.4 -4.0 2.3 Municipal Bond 96 96 74 Data as of Sept. 30, 2008 *Closed to new investors. BL CA CV DE EB ES FB FG FV FR Bank Loan Conservative Allocation Convertibles Diversified Emerging Mkts Emerging Markets Bond Europe Stock Foreign Large Blend Foreign Large Growth Foreign Large Value Foreign Small/Mid Growth FA HB PB GI CI LS GL CL Foreign Small/Mid Value High Yield Bond Inflation-Protected Bond Intermediate Government Intermediate-Term Bond Latin America Stock Long Government Long-Term Bond MU Multisector Bond MC Muni California Int/Sh MX Muni California Long MI ML Muni National Interm Muni National Long CS SC SF SH SP SR ST SU TA TB Short-Term Bond Specialty-Communications Specialty-Financial Specialty-Health Specialty-Precious Metals Specialty-Real Estate Specialty-Technology Specialty-Utilities Target-Date 2000-2014 Target-Date 2015-2029 TC UB IA IB IS Target-Date 2030+ Ultrashort Bond World Allocation World Bond World Stock Sht Int Long Equity Style Box Val Blnd Grth Lrg Mid Sm HM High Yield Muni MS Muni National Short MN Muni New York Long MT Muni Single State Interm PJ GS Pacific/Asia ex-Japan Stk Short Government Fixed-Income Style Box Hi Med Lo MA Moderate Allocation MorningstarAdvisor.com 85
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Morningstar Advisor - Fall 2008

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

Morningstar Advisor - Fall 2008
Contents
New on MorningstarAdvisor.com
Letter from the Editor
Contributors
Inbox
Are You Preparing for Higher Taxes?
State of Financials
Oracles of Alabama
Investment Briefs
Managers’ Investment Secrets Revealed
Conformity Becomes a Growing Concern at American
Gimme Shelter
Location, Location, Location
Rooted in Buffett, Going for Growth
Keeping Little Company
Away from the Numbers
Consumer Confidence
What about Natural Gas?
TIPS to Beat Back Inflation
Investing in Hidden Assets
Funds That Have an Edge Come Tax Time
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
One for You, 19 for Me
Morningstar Advisor - Fall 2008 - Intro
Morningstar Advisor - Fall 2008 - Morningstar Advisor - Fall 2008
Morningstar Advisor - Fall 2008 - Cover2
Morningstar Advisor - Fall 2008 - 1
Morningstar Advisor - Fall 2008 - 2
Morningstar Advisor - Fall 2008 - Contents
Morningstar Advisor - Fall 2008 - 4
Morningstar Advisor - Fall 2008 - 5
Morningstar Advisor - Fall 2008 - New on MorningstarAdvisor.com
Morningstar Advisor - Fall 2008 - 7
Morningstar Advisor - Fall 2008 - 8
Morningstar Advisor - Fall 2008 - Letter from the Editor
Morningstar Advisor - Fall 2008 - Contributors
Morningstar Advisor - Fall 2008 - Inbox
Morningstar Advisor - Fall 2008 - Are You Preparing for Higher Taxes?
Morningstar Advisor - Fall 2008 - 13
Morningstar Advisor - Fall 2008 - State of Financials
Morningstar Advisor - Fall 2008 - 15
Morningstar Advisor - Fall 2008 - 16
Morningstar Advisor - Fall 2008 - Oracles of Alabama
Morningstar Advisor - Fall 2008 - 18
Morningstar Advisor - Fall 2008 - 19
Morningstar Advisor - Fall 2008 - 20
Morningstar Advisor - Fall 2008 - Investment Briefs
Morningstar Advisor - Fall 2008 - 22
Morningstar Advisor - Fall 2008 - 23
Morningstar Advisor - Fall 2008 - 24
Morningstar Advisor - Fall 2008 - 25
Morningstar Advisor - Fall 2008 - Managers’ Investment Secrets Revealed
Morningstar Advisor - Fall 2008 - 27
Morningstar Advisor - Fall 2008 - 28
Morningstar Advisor - Fall 2008 - 29
Morningstar Advisor - Fall 2008 - Conformity Becomes a Growing Concern at American
Morningstar Advisor - Fall 2008 - 31
Morningstar Advisor - Fall 2008 - 32
Morningstar Advisor - Fall 2008 - 33
Morningstar Advisor - Fall 2008 - 34
Morningstar Advisor - Fall 2008 - 35
Morningstar Advisor - Fall 2008 - Gimme Shelter
Morningstar Advisor - Fall 2008 - 37
Morningstar Advisor - Fall 2008 - 38
Morningstar Advisor - Fall 2008 - 39
Morningstar Advisor - Fall 2008 - Location, Location, Location
Morningstar Advisor - Fall 2008 - 41
Morningstar Advisor - Fall 2008 - 42
Morningstar Advisor - Fall 2008 - 43
Morningstar Advisor - Fall 2008 - 44
Morningstar Advisor - Fall 2008 - Rooted in Buffett, Going for Growth
Morningstar Advisor - Fall 2008 - 46
Morningstar Advisor - Fall 2008 - 47
Morningstar Advisor - Fall 2008 - 48
Morningstar Advisor - Fall 2008 - 49
Morningstar Advisor - Fall 2008 - 50
Morningstar Advisor - Fall 2008 - 51
Morningstar Advisor - Fall 2008 - 52
Morningstar Advisor - Fall 2008 - 53
Morningstar Advisor - Fall 2008 - Keeping Little Company
Morningstar Advisor - Fall 2008 - 55
Morningstar Advisor - Fall 2008 - 56
Morningstar Advisor - Fall 2008 - 57
Morningstar Advisor - Fall 2008 - Away from the Numbers
Morningstar Advisor - Fall 2008 - 59
Morningstar Advisor - Fall 2008 - 60
Morningstar Advisor - Fall 2008 - 61
Morningstar Advisor - Fall 2008 - Consumer Confidence
Morningstar Advisor - Fall 2008 - 63
Morningstar Advisor - Fall 2008 - 64
Morningstar Advisor - Fall 2008 - 65
Morningstar Advisor - Fall 2008 - 66
Morningstar Advisor - Fall 2008 - 67
Morningstar Advisor - Fall 2008 - 68
Morningstar Advisor - Fall 2008 - What about Natural Gas?
Morningstar Advisor - Fall 2008 - 70
Morningstar Advisor - Fall 2008 - 71
Morningstar Advisor - Fall 2008 - 72
Morningstar Advisor - Fall 2008 - TIPS to Beat Back Inflation
Morningstar Advisor - Fall 2008 - 74
Morningstar Advisor - Fall 2008 - 75
Morningstar Advisor - Fall 2008 - Investing in Hidden Assets
Morningstar Advisor - Fall 2008 - 77
Morningstar Advisor - Fall 2008 - Funds That Have an Edge Come Tax Time
Morningstar Advisor - Fall 2008 - 79
Morningstar Advisor - Fall 2008 - 80
Morningstar Advisor - Fall 2008 - 81
Morningstar Advisor - Fall 2008 - Mutual Fund Analyst Picks
Morningstar Advisor - Fall 2008 - 83
Morningstar Advisor - Fall 2008 - 84
Morningstar Advisor - Fall 2008 - 85
Morningstar Advisor - Fall 2008 - 50 Most Popular Equity ETFs
Morningstar Advisor - Fall 2008 - 87
Morningstar Advisor - Fall 2008 - Undervalued Stocks
Morningstar Advisor - Fall 2008 - 89
Morningstar Advisor - Fall 2008 - 90
Morningstar Advisor - Fall 2008 - 91
Morningstar Advisor - Fall 2008 - Most Popular Variable Annuities
Morningstar Advisor - Fall 2008 - 93
Morningstar Advisor - Fall 2008 - 94
Morningstar Advisor - Fall 2008 - New at Morningstar
Morningstar Advisor - Fall 2008 - One for You, 19 for Me
Morningstar Advisor - Fall 2008 - Cover3
Morningstar Advisor - Fall 2008 - Cover4
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