Morningstar Advisor - Spring 2008 - 95

In the Loop New at Morningstar To learn more about what’s new at Morningstar, go to: http://corporate.morningstar.com. 2008 Morningstar Investment Conference Join Don Phillips and other industry leaders, including Mohamed El-Erian of PIMCO, Brian Rogers of T. Rowe Price, and Jean-Marie Eveillard of First Eagle Funds, at the 20th Morningstar Investment Conference, June 25 to June 27, Chicago. The fee is $745 and includes all conference sessions and two breakfasts, luncheons, and cocktail receptions. View the conference agenda and register at: http:// MorningstarAdvisor.com/2008conference. To register by phone, call 866-839-9729. Morningstar Managed ETF Portfolios indexes based on the Morningstar Hedge Fund Categories. Similar to the Morningstar Rating for mutual funds, the new rating system for hedge funds uses a scale of 1 to 5 stars. Rather than using the self-described categories provided by hedge fund managers, Morningstar first categorizes the hedge funds into one of 17 Morningstar Categories—such as convertible arbitrage or emerging market equity—according to a series of quantitative and qualitative measures. Morningstar then ranks and rates the hedge funds against their peers in the Morningstar Categories based on risk-adjusted return. On the Road MorningstarAdvisor.com Share with Clients Download: Industrial Strengths Show your clients how sectors can play important roles in their portfolios with an informative image from MorningstarAdvisor. com. Download it for free at the site. Most Popular Q1 Articles Get some face-to-face interaction with Morningstar representatives exhibiting at these upcoming conferences. May 13–16 In March, Morningstar Investment Services introduced a managed account service consisting of a lineup of five actively managed portfolios that use exchange-traded funds. Ameritas Investment Corp. and Centaurus Financial, two independent broker-dealer firms, selected Morningstar Managed ETF Portfolios for use by their investment advisor representatives. Ameritas has 600 advisor representatives, and Centaurus has 500. All Morningstar managed portfolios, including these latest ETF portfolios, are available to advisors through multiple custodians. Morningstar Site Builder 1 The 10 Biggest Winners and Losers 2 Q&A with Natalie Choate: Tax-Free Roth Conversions Long Beach, CA NAPFA National Conference May 18–20 3 Our 2007 Fund Managers of the Year 4 College Planning Q&A: Looking at Proposed 529 Revisions 5 February’s Mutual Fund Red Flags Coming in Q2 Natalie Choate’s “Benefits Update” Podcast New Orleans, LA IMCA 2008 Spring Professional Development Conference May 18–22 Every month, Natalie dissects the latest retirement-planning issues. “High-Quality Large-Cap Stocks” Web Seminar Marco Island, FL Founders Financial National Conference June 8–12 In March, Morningstar unveiled a new Web-based platform consisting of Morningstar’s financial advisor tools, content, and reports. Morningstar Site Builder offers investment research, portfolio analysis tools, and sales and educational materials that investment firms can add to their advisor Web sites. Site Builder can be integrated into a Web site’s framework to include a firm’s brand, design, and style sheets. Hedge Fund Star Ratngs and Indexes Las Vegas, NV AIG National Education Conference June 11–14 Pat Dorsey, Morningstar’s director of equity research, and Richard England, manager of Calvert Social Investment Equity, discuss the market’s biggest and best names. Morningstar Conversation with Richard Pzena Las Vegas, NV MMLISI National Conference/Continuing Education & Practice Management June 25–27 Watch video excerpts of our interview with value manager Richard Pzena. Morningstar Advisor Magazine Goes Digital Chicago, IL Morningstar Conference July 19–23 In February, Morningstar launched the Morningstar Rating for hedge funds, the Morningstar 1000 Hedge Fund Index, and 17 Milwaukee, WI Northwestern Mutual Annual Meeting Digital editions of the magazine are now online. The Morningstar Advisor Digital includes all the content of the print version. Readers can browse the magazine page by page, search for specific content, bookmark sections, make notes, and send page links to colleagues. MorningstarAdvisor.com 95
http://MorningstarAdvisor.com http://corporate.morningstar.com http://MorningstarAdvisor.com/2008conference http://MorningstarAdvisor.com/2008conference http://MorningstarAdvisor.com

Morningstar Advisor - Spring 2008

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

Morningstar Advisor - Spring 2008
Contents
Letter from the Editor
Inbox
Do You Use Annuities with Living Benefit Guarantees?
Managers Who Actively Enrich Shareholders
Staying Out of the Silos
Investment Briefs
Let’s Not All Become Fundamental Indexers Just Yet
Volatility Potential
Adding the Income Dimension
Do’s and Don’ts of RMDs
An Attractive Yield is Only Skin Deep
Mutual Funds Get in the Game
Beyond Target Date
The Last Holdout
A Bird of a Different Feather
First-Class Thinker
Sleep Like a Baby
Is Health Care Immune to a Recession?
Anatomy of a Mutual Fund Disaster
Embrace Your Inner Contrarian
Risks Worth Taking
Mutual Fund Analyst Picks
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar and on MorningstarAdvisor.com
Back to the Garden
Morningstar Advisor - Spring 2008 - Intro
Morningstar Advisor - Spring 2008 - Morningstar Advisor - Spring 2008
Morningstar Advisor - Spring 2008 - Cover2
Morningstar Advisor - Spring 2008 - 1
Morningstar Advisor - Spring 2008 - 2
Morningstar Advisor - Spring 2008 - Contents
Morningstar Advisor - Spring 2008 - 4
Morningstar Advisor - Spring 2008 - 5
Morningstar Advisor - Spring 2008 - 6
Morningstar Advisor - Spring 2008 - Letter from the Editor
Morningstar Advisor - Spring 2008 - 8
Morningstar Advisor - Spring 2008 - Inbox
Morningstar Advisor - Spring 2008 - Do You Use Annuities with Living Benefit Guarantees?
Morningstar Advisor - Spring 2008 - 11
Morningstar Advisor - Spring 2008 - Managers Who Actively Enrich Shareholders
Morningstar Advisor - Spring 2008 - 13
Morningstar Advisor - Spring 2008 - 14
Morningstar Advisor - Spring 2008 - Staying Out of the Silos
Morningstar Advisor - Spring 2008 - 16
Morningstar Advisor - Spring 2008 - 17
Morningstar Advisor - Spring 2008 - Investment Briefs
Morningstar Advisor - Spring 2008 - 19
Morningstar Advisor - Spring 2008 - 20
Morningstar Advisor - Spring 2008 - 21
Morningstar Advisor - Spring 2008 - Let’s Not All Become Fundamental Indexers Just Yet
Morningstar Advisor - Spring 2008 - 23
Morningstar Advisor - Spring 2008 - 24
Morningstar Advisor - Spring 2008 - 25
Morningstar Advisor - Spring 2008 - Volatility Potential
Morningstar Advisor - Spring 2008 - 27
Morningstar Advisor - Spring 2008 - 28
Morningstar Advisor - Spring 2008 - 29
Morningstar Advisor - Spring 2008 - 30
Morningstar Advisor - Spring 2008 - 31
Morningstar Advisor - Spring 2008 - Adding the Income Dimension
Morningstar Advisor - Spring 2008 - 33
Morningstar Advisor - Spring 2008 - 34
Morningstar Advisor - Spring 2008 - 35
Morningstar Advisor - Spring 2008 - Do’s and Don’ts of RMDs
Morningstar Advisor - Spring 2008 - 37
Morningstar Advisor - Spring 2008 - 38
Morningstar Advisor - Spring 2008 - 39
Morningstar Advisor - Spring 2008 - An Attractive Yield is Only Skin Deep
Morningstar Advisor - Spring 2008 - 41
Morningstar Advisor - Spring 2008 - Mutual Funds Get in the Game
Morningstar Advisor - Spring 2008 - 43
Morningstar Advisor - Spring 2008 - 44
Morningstar Advisor - Spring 2008 - 45
Morningstar Advisor - Spring 2008 - 46
Morningstar Advisor - Spring 2008 - Beyond Target Date
Morningstar Advisor - Spring 2008 - 48
Morningstar Advisor - Spring 2008 - 49
Morningstar Advisor - Spring 2008 - 50
Morningstar Advisor - Spring 2008 - 51
Morningstar Advisor - Spring 2008 - 52
Morningstar Advisor - Spring 2008 - The Last Holdout
Morningstar Advisor - Spring 2008 - 54
Morningstar Advisor - Spring 2008 - 55
Morningstar Advisor - Spring 2008 - 56
Morningstar Advisor - Spring 2008 - 57
Morningstar Advisor - Spring 2008 - 58
Morningstar Advisor - Spring 2008 - 59
Morningstar Advisor - Spring 2008 - A Bird of a Different Feather
Morningstar Advisor - Spring 2008 - 61
Morningstar Advisor - Spring 2008 - 62
Morningstar Advisor - Spring 2008 - 63
Morningstar Advisor - Spring 2008 - First-Class Thinker
Morningstar Advisor - Spring 2008 - 65
Morningstar Advisor - Spring 2008 - 66
Morningstar Advisor - Spring 2008 - 67
Morningstar Advisor - Spring 2008 - Sleep Like a Baby
Morningstar Advisor - Spring 2008 - 69
Morningstar Advisor - Spring 2008 - 70
Morningstar Advisor - Spring 2008 - 71
Morningstar Advisor - Spring 2008 - 72
Morningstar Advisor - Spring 2008 - 73
Morningstar Advisor - Spring 2008 - Is Health Care Immune to a Recession?
Morningstar Advisor - Spring 2008 - 75
Morningstar Advisor - Spring 2008 - Anatomy of a Mutual Fund Disaster
Morningstar Advisor - Spring 2008 - 77
Morningstar Advisor - Spring 2008 - Embrace Your Inner Contrarian
Morningstar Advisor - Spring 2008 - 79
Morningstar Advisor - Spring 2008 - Risks Worth Taking
Morningstar Advisor - Spring 2008 - 81
Morningstar Advisor - Spring 2008 - 82
Morningstar Advisor - Spring 2008 - Mutual Fund Analyst Picks
Morningstar Advisor - Spring 2008 - 84
Morningstar Advisor - Spring 2008 - 85
Morningstar Advisor - Spring 2008 - 86
Morningstar Advisor - Spring 2008 - 87
Morningstar Advisor - Spring 2008 - 88
Morningstar Advisor - Spring 2008 - Undervalued Stocks
Morningstar Advisor - Spring 2008 - 90
Morningstar Advisor - Spring 2008 - 91
Morningstar Advisor - Spring 2008 - Most Popular Variable Annuities
Morningstar Advisor - Spring 2008 - 93
Morningstar Advisor - Spring 2008 - 94
Morningstar Advisor - Spring 2008 - New at Morningstar and on MorningstarAdvisor.com
Morningstar Advisor - Spring 2008 - Back to the Garden
Morningstar Advisor - Spring 2008 - Cover3
Morningstar Advisor - Spring 2008 - Cover4
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