Morningstar Advisor - Winter 2008 - 84

By the Numbers: Funds Name Cat Style Stwd- Morningstar Annualized Total Return % Box ship Rating Grade YTD 1Yr 3Yr 5Yr Yield % 10Yr Std Dev 3 Yr % Worst 3-Mo Ret % Exp Ratio # of TurnHold- over ings % Total Assets ($Mil) Incep Date Pg# Vanguard Mid Capitalization Index VIMSX Weitz Hickory WEHIX Brandywine BRWIX Buffalo Mid Cap BUFMX FPA Paramount FPRAX PRIMECAP Odyssey Aggressive Growth POAGX Turner Midcap Growth TMGFX Vanguard Capital Opportunity VHCOX * Wasatch Heritage Growth WAHGX Bridgeway Small-Cap Value N BRSVX Diamond Hill Small Cap A DHSCX FPA Capital FPPTX * Longleaf Partners Small-Cap LLSCX * Royce Special Equity Inv RYSEX Schneider Small Cap Value SCMVX * Bogle Small Cap Growth Inv BOGLX * Third Avenue Small-Cap Value TASCX * Vanguard Tax-Managed Small Cap Inv VTMSX Bridgeway Small-Cap Growth N BRSGX Century Small Cap Select Inv CSMVX * Masters' Select Smaller Companies MSSFX Vanguard Explorer VEXPX * American Funds American Balanced A ABALX American Funds Inc Fund of Amer A AMECX Calamos Growth & Income A CVTRX Dodge & Cox Balanced DODBX * Pax World Balanced PAXWX T. Rowe Price Personal Strat Income PRSIX T. Rowe Price Retirement 2005 TRRFX T. Rowe Price Retirement 2010 TRRAX T. Rowe Price Retirement 2015 TRRGX T. Rowe Price Retirement 2020 TRRBX T. Rowe Price Retirement 2025 TRRHX T. Rowe Price Retirement 2030 TRRCX T. Rowe Price Retirement 2035 TRRJX T. Rowe Price Retirement 2040 TRRDX T. Rowe Price Retirement 2045 TRRKX Vanguard Target Retirement 2005 VTOVX Vanguard Target Retirement 2010 VTENX Vanguard Target Retirement 2015 VTXVX Vanguard Target Retirement 2020 VTWNX Vanguard Target Retirement 2025 VTTVX Vanguard Target Retirement 2030 VTHRX Vanguard Target Retirement 2035 VTTHX Vanguard Target Retirement 2040 VFORX Vanguard Target Retirement 2045 VTIVX Vanguard Target Retirement 2050 VFIFX Vanguard Target Retirement Income VTINX Vanguard Tax-Managed Balanced VTMFX Vanguard Wellesley Income VWINX Vanguard Wellington VWELX MA MA MA MA MA CA TA TA TB TB TB TC TC TC TC TA TA TB TB TB TC TC TC TC TC TA CA CA MA Mid Growth Ë Ë É Ì Ì Ì Ì É É Î Í Ë Ê Î Í Î Ë Ï Ï Ï Ï Ì È Ç É È É É È È É É É É É É É È È È È È È È È È È È È Ç È X X ÙÙÙÙ Ù 6.0 6.0 11.1 -13.1 -13.1 2.1 21.8 10.0 6.8 -0.2 24.4 10.6 3.8 21.8 15.7 10.0 9.8 6.8 7.9 -0.2 9.4 24.4 14.2 10.6 11.8 3.8 4.8 17.2 14.1 18.1 17.2 15.5 — 19.8 20.5 — — 17.7 13.8 18.1 11.4 23.7 17.5 16.2 16.0 — 13.8 — 15.6 10.5 12.8 12.7 11.7 11.2 10.0 — 11.9 — 13.5 — 14.8 — 14.8 — — — — — — — — — — — — 8.6 7.5 12.3 — 7.0 8.9 — 4.1 — 12.0 17.7 — — — 10.8 11.9 — — — 10.7 — — — — 9.3 8.3 8.3 12.6 9.9 8.1 7.0 — — — — — — — — — — — — — — — — — — — 6.1 7.2 8.4 1.3 1.0 — — 0.6 — — 0.5 — — 0.3 1.7 0.7 0.6 1.8 — 0.9 0.9 — 0.8 — 0.4 2.6 4.5 1.5 2.8 1.7 3.1 2.8 2.4 2.2 1.9 1.7 1.5 1.4 1.5 1.4 3.2 2.0 2.6 1.8 2.3 1.6 2.0 1.6 2.0 1.6 3.9 2.9 4.3 3.2 10.3 10.6 11.9 11.0 10.4 13.0 12.9 12.0 10.6 15.8 11.6 11.2 9.4 10.5 17.2 14.9 9.6 12.4 15.6 10.0 12.6 12.5 4.8 6.2 8.3 4.9 6.4 4.0 4.8 5.5 6.1 6.7 7.2 7.7 7.8 7.8 — 3.4 — 4.7 — 5.8 — 6.9 — 7.3 — 2.8 4.0 3.2 5.0 -21.0 -28.9 -21.7 -20.0 -28.9 -8.5 -32.7 -23.9 -8.2 -11.6 -22.8 -24.3 -16.3 -11.3 -28.9 -19.7 -21.7 -21.8 -15.5 -10.4 -10.5 -24.9 -11.5 -10.3 -10.5 -10.6 -8.9 -6.0 -1.7 -5.5 -2.5 -7.1 -3.3 -8.6 -3.8 -8.8 -3.8 -2.0 -0.8 -2.0 -1.7 -2.1 -2.5 -2.6 -2.6 -2.8 -2.7 -1.8 -9.1 -6.2 -11.0 0.22 1.20 1.08 1.02 0.90 0.99 1.18 0.45 0.95 0.88 1.42 0.86 0.92 1.13 1.10 1.35 1.09 0.14 0.92 1.45 1.31 0.46 0.58 0.54 1.05 0.52 0.94 0.71 0.00 0.00 0.00 0.00 0.00 0.00 — 0.00 0.00 0.00 — 0.00 0.00 0.00 — 0.00 — 0.00 — 0.00 0.12 0.25 0.30 447 34 100 61 34 103 91 122 67 105 55 29 26 60 83 169 80 609 115 71 67 1,327 985 1,778 113 428 331 1,269 14 14 14 14 13 13 13 13 13 9 8 8 7 7 7 7 7 7 7 9 772 567 2,552 18 42 200 21 15 12 135 14 56 58 15 18 34 16 75 142 15 42 37 127 103 90 34 32 42 20 29 70 22 13 10 8 9 8 8 8 9 6 4 5 4 4 4 1 4 1 2 3 4 21 25 20,756 301 4,864 473 393 331 1,451 9,711 163 317 386 1,942 3,963 562 86 272 2,019 1,964 158 733 248 11,618 61,014 88,490 6,273 27,063 2,464 774 884 4,589 3,505 6,959 3,208 4,747 1,648 2,473 550 1,648 1,897 7,273 2,530 7,309 1,536 4,860 718 2,374 257 1,555 722 13,444 50,293 05/98 04/93 12/85 12/01 09/58 11/04 10/96 08/95 06/04 10/03 12/00 02/68 02/89 05/98 09/98 09/99 04/97 03/99 10/03 02/00 06/03 12/67 01/33 12/70 09/88 06/31 11/71 07/94 02/04 09/02 02/04 09/02 02/04 09/02 02/04 09/02 05/05 10/03 06/06 10/03 06/06 10/03 06/06 10/03 06/06 10/03 06/06 10/03 09/94 07/70 07/29 — ÙÙÙÙ — ÙÙÙ Z X Z ÙÙ ÙÙ ÙÙÙÙ — ÙÙÙÙ —Ù — ÙÙÙÙÙ ÙÙÙ Z 38 6.9 6.9 12.8 -3.8 -3.8 5.2 -0.4 -0.4 7.0 X ÙÙÙ 2.8 2.8 11.7 Z ÙÙÙÙÙ 4.7 4.7 5.7 Z ÙÙ — ÙÙÙÙ -17.1 -17.1 3.3 — ÙÙÙÙ — ÙÙÙÙ X ÙÙÙ Sm Value -5.6 1.4 0.5 6.9 2.5 1.6 5.1 6.6 3.8 9.5 1.7 9.4 7.3 6.7 6.7 6.7 6.7 6.8 6.8 6.8 6.8 6.8 8.1 7.7 7.5 7.5 7.6 7.5 7.5 7.5 7.5 7.5 8.2 5.1 5.6 8.3 -5.6 1.4 0.5 8.5 7.9 7.3 Sm Blend Sm Growth — ÙÙÙ — ÙÙÙ — ÙÙ X X X Z ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ 6.9 10.0 2.5 5.1 1.6 5.5 5.1 8.0 6.6 3.8 9.5 1.7 9.4 7.3 6.7 6.7 6.7 6.7 6.8 6.8 6.8 6.8 6.8 8.1 7.7 7.5 7.5 7.6 7.5 7.5 7.5 7.5 7.5 8.2 5.1 5.6 8.3 7.1 8.9 9.1 7.3 8.5 7.3 7.9 8.5 9.0 9.5 9.8 10.3 10.3 10.3 — 6.6 — 7.9 — 8.7 — 9.6 — 10.1 — 5.9 6.3 6.7 10.0 Allocation — ÙÙÙÙ — ÙÙÙÙ — ÙÙÙÙÙ Z X Z X X Z Z Z Z X X X X X X X X X X X X Z Z ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ — ÙÙÙÙ — ÙÙÙ — ÙÙÙÙ — ÙÙÙ — ÙÙÙÙ — ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙÙ *Closed to new investors. 84 Morningstar Advisor Winter 2008

Morningstar Advisor - Winter 2008

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

Morningstar Advisor - Winter 2008
Contents
Letter from the Editor
Inbox
How Do You Use the Morningstar Style Box?
Real Estate Investing Goes Global
The Golden Touch
Investment Briefs
Learning to Fly with Equity Options
Another Block in Building a Portfolio
In a League of Their Own
Unlock the Box
Fashion Change
The View from the Investment Side
Unpredictable Style
Weighting the Fundamentals
Wire-to-Wire Consistency
The Secret's Out
Focus on Financials
Strongest Homebuilders Will Withstand the Wrecking Ball
Breaking Style Conventions
Playing It Safe with Financials
Back to Bond School
Mutual Fund Analyst Picks
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
The Style Counsel
Morningstar Advisor - Winter 2008 - Intro
Morningstar Advisor - Winter 2008 - Morningstar Advisor - Winter 2008
Morningstar Advisor - Winter 2008 - Cover2
Morningstar Advisor - Winter 2008 - 1
Morningstar Advisor - Winter 2008 - 2
Morningstar Advisor - Winter 2008 - Contents
Morningstar Advisor - Winter 2008 - 4
Morningstar Advisor - Winter 2008 - 5
Morningstar Advisor - Winter 2008 - 6
Morningstar Advisor - Winter 2008 - Letter from the Editor
Morningstar Advisor - Winter 2008 - 8
Morningstar Advisor - Winter 2008 - Inbox
Morningstar Advisor - Winter 2008 - How Do You Use the Morningstar Style Box?
Morningstar Advisor - Winter 2008 - 11
Morningstar Advisor - Winter 2008 - Real Estate Investing Goes Global
Morningstar Advisor - Winter 2008 - 13
Morningstar Advisor - Winter 2008 - 14
Morningstar Advisor - Winter 2008 - The Golden Touch
Morningstar Advisor - Winter 2008 - 16
Morningstar Advisor - Winter 2008 - 17
Morningstar Advisor - Winter 2008 - Investment Briefs
Morningstar Advisor - Winter 2008 - 19
Morningstar Advisor - Winter 2008 - 20
Morningstar Advisor - Winter 2008 - 21
Morningstar Advisor - Winter 2008 - Learning to Fly with Equity Options
Morningstar Advisor - Winter 2008 - 23
Morningstar Advisor - Winter 2008 - 24
Morningstar Advisor - Winter 2008 - 25
Morningstar Advisor - Winter 2008 - Another Block in Building a Portfolio
Morningstar Advisor - Winter 2008 - 27
Morningstar Advisor - Winter 2008 - 28
Morningstar Advisor - Winter 2008 - 29
Morningstar Advisor - Winter 2008 - In a League of Their Own
Morningstar Advisor - Winter 2008 - 31
Morningstar Advisor - Winter 2008 - 32
Morningstar Advisor - Winter 2008 - 33
Morningstar Advisor - Winter 2008 - 34
Morningstar Advisor - Winter 2008 - 35
Morningstar Advisor - Winter 2008 - Unlock the Box
Morningstar Advisor - Winter 2008 - 37
Morningstar Advisor - Winter 2008 - 38
Morningstar Advisor - Winter 2008 - 39
Morningstar Advisor - Winter 2008 - Fashion Change
Morningstar Advisor - Winter 2008 - 41
Morningstar Advisor - Winter 2008 - 42
Morningstar Advisor - Winter 2008 - 43
Morningstar Advisor - Winter 2008 - The View from the Investment Side
Morningstar Advisor - Winter 2008 - 45
Morningstar Advisor - Winter 2008 - 46
Morningstar Advisor - Winter 2008 - 47
Morningstar Advisor - Winter 2008 - 48
Morningstar Advisor - Winter 2008 - 49
Morningstar Advisor - Winter 2008 - 50
Morningstar Advisor - Winter 2008 - 51
Morningstar Advisor - Winter 2008 - Unpredictable Style
Morningstar Advisor - Winter 2008 - 53
Morningstar Advisor - Winter 2008 - Weighting the Fundamentals
Morningstar Advisor - Winter 2008 - 55
Morningstar Advisor - Winter 2008 - 56
Morningstar Advisor - Winter 2008 - 57
Morningstar Advisor - Winter 2008 - 58
Morningstar Advisor - Winter 2008 - 59
Morningstar Advisor - Winter 2008 - 60
Morningstar Advisor - Winter 2008 - 61
Morningstar Advisor - Winter 2008 - Wire-to-Wire Consistency
Morningstar Advisor - Winter 2008 - 63
Morningstar Advisor - Winter 2008 - 64
Morningstar Advisor - Winter 2008 - 65
Morningstar Advisor - Winter 2008 - The Secret's Out
Morningstar Advisor - Winter 2008 - 67
Morningstar Advisor - Winter 2008 - 68
Morningstar Advisor - Winter 2008 - 69
Morningstar Advisor - Winter 2008 - Focus on Financials
Morningstar Advisor - Winter 2008 - 71
Morningstar Advisor - Winter 2008 - 72
Morningstar Advisor - Winter 2008 - 73
Morningstar Advisor - Winter 2008 - Strongest Homebuilders Will Withstand the Wrecking Ball
Morningstar Advisor - Winter 2008 - 75
Morningstar Advisor - Winter 2008 - Breaking Style Conventions
Morningstar Advisor - Winter 2008 - 77
Morningstar Advisor - Winter 2008 - Playing It Safe with Financials
Morningstar Advisor - Winter 2008 - 79
Morningstar Advisor - Winter 2008 - 80
Morningstar Advisor - Winter 2008 - Back to Bond School
Morningstar Advisor - Winter 2008 - 82
Morningstar Advisor - Winter 2008 - Mutual Fund Analyst Picks
Morningstar Advisor - Winter 2008 - 84
Morningstar Advisor - Winter 2008 - 85
Morningstar Advisor - Winter 2008 - 86
Morningstar Advisor - Winter 2008 - 87
Morningstar Advisor - Winter 2008 - Undervalued Stocks
Morningstar Advisor - Winter 2008 - 89
Morningstar Advisor - Winter 2008 - 90
Morningstar Advisor - Winter 2008 - 91
Morningstar Advisor - Winter 2008 - Most Popular Variable Annuities
Morningstar Advisor - Winter 2008 - 93
Morningstar Advisor - Winter 2008 - New at Morningstar
Morningstar Advisor - Winter 2008 - 95
Morningstar Advisor - Winter 2008 - The Style Counsel
Morningstar Advisor - Winter 2008 - Cover3
Morningstar Advisor - Winter 2008 - Cover4
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