Morningstar Advisor - Winter 2008 - 86

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 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 New Markets Income FNMIX Fidelity Strategic Income FSICX Loomis Sayles Bond Ret LSBRX Loomis Sayles Global Bond Ret LSGLX Northeast Investors NTHEX 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 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 Data as of December 31, 2007 *Closed to new investors. Hi Yield & Specialty CI CI CV BL HB BL EB MU MU IB HB EB IB IB HB HB IB MU CV HB MX MI ML MN MS ML MX ML HM MS MC MX MI MI ML MS MN MS È È Ê Í Î — — — Ì È — Ì É É Î Î È Ë Î Î È È É È Ç É — — Ë Ç È È È È È Ç È Ç X Z ÙÙÙÙ ÙÙÙ — ÙÙÙÙ — ÙÙ — ÙÙÙÙ C C C ÙÙÙ ÙÙÙ ÙÙÙÙ 6.9 1.7 1.3 1.7 2.2 2.7 5.7 5.4 8.3 8.0 0.2 5.2 10.0 3.5 3.3 3.2 10.1 6.2 10.6 2.0 2.9 4.0 3.1 3.3 4.4 3.2 2.3 2.7 -1.2 3.9 3.0 1.6 1.6 3.4 2.5 4.3 2.4 4.2 6.9 1.7 4.5 3.3 4.3 4.6 12.2 — 11.0 4.8 14.1 8.8 12.3 8.1 8.5 13.6 — 4.1 9.5 9.6 7.5 7.9 13.4 7.6 4.2 3.9 4.4 4.2 2.6 4.6 4.6 4.7 5.1 2.5 3.2 3.9 4.5 3.6 4.0 2.6 3.9 2.4 5.7 6.0 6.0 — 6.0 — 10.9 — 8.9 7.7 4.3 — — — — 6.2 5.7 6.5 8.5 5.0 5.0 4.8 5.3 5.1 3.8 — 4.9 4.8 4.5 3.7 4.6 5.0 4.9 4.5 5.0 3.8 5.0 3.2 4.9 5.3 2.0 6.9 7.9 6.7 6.1 5.5 5.9 4.3 8.0 5.4 3.1 3.0 7.0 7.7 3.4 4.7 3.8 7.6 4.0 3.8 4.1 3.8 3.1 4.0 4.5 4.5 5.0 3.4 4.0 4.6 4.7 4.1 4.6 3.5 4.4 3.4 2.9 2.9 6.0 2.3 4.0 2.7 5.6 2.9 4.0 4.2 4.6 5.6 6.7 2.2 4.5 4.2 6.0 2.6 7.3 4.5 2.5 2.0 2.5 2.6 1.2 2.7 2.4 2.2 2.5 1.4 2.2 2.9 2.6 2.2 2.8 1.0 3.1 0.5 -4.8 -6.0 -17.0 -2.5 -12.8 -2.7 -37.0 -6.8 -8.1 -7.1 -11.4 -14.5 -6.5 -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 -3.9 -4.5 -5.2 -1.9 -3.2 -6.0 -6.2 -3.7 -6.1 -1.6 -6.4 -0.5 0.20 11,187 0.47 1,824 1.06 1.01 1.06 0.81 0.90 0.75 0.97 1.00 0.68 1.25 0.95 0.95 0.90 0.77 0.84 0.00 0.87 0.26 0.44 0.34 0.45 0.45 0.41 0.17 0.58 0.61 0.72 0.51 0.16 0.16 0.17 0.17 0.16 0.16 0.16 0.16 63 708 286 371 157 1,263 507 259 139 406 1,016 882 589 436 202 10 130 241 486 736 1,076 284 445 523 908 811 477 147 584 397 536 1,275 265 737 303 449 64 432 25 57 68 61 103 80 26 77 16 238 644 653 75 72 121 13 138 47 23 24 25 23 28 13 8 6 25 47 7 13 22 12 13 32 9 51 55,766 7,038 885 3,839 1,812 3,383 2,106 5,230 16,155 2,135 1,540 2,721 3,038 2,448 7,207 5,121 2,824 5,110 875 9,004 1,628 2,074 5,135 1,479 1,681 867 14,088 7,726 1,446 524 4,378 2,946 6,036 16,914 2,751 6,878 2,680 4,232 12/86 09/90 05/92 05/03 06/72 09/02 05/93 05/98 12/96 12/96 08/50 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 03/85 12/83 03/94 04/86 12/78 09/77 09/77 08/87 04/86 09/77 — ÙÙÙÙÙ — ÙÙÙÙ — ÙÙÙ C C C X Z X Z X X C C X C C X C C X X X X X X X Z X Z ÙÙÙ ÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ 1.3 7.4 1.7 4.1 2.2 5.6 2.7 4.4 5.7 9.5 5.4 5.6 8.3 7.7 8.0 3.6 0.2 4.7 5.2 8.6 10.0 1.9 3.5 3.7 3.3 5.5 3.2 5.4 10.1 2.8 6.2 5.5 10.6 10.0 2.0 4.3 2.9 4.0 3.1 3.3 4.4 3.2 2.3 2.7 -1.2 3.9 3.0 1.6 1.6 3.4 2.5 4.3 2.4 4.2 3.7 3.5 3.9 3.6 2.8 3.9 4.3 4.0 3.9 2.7 3.0 3.5 3.8 3.4 3.6 2.9 3.4 3.0 Municipal Bond 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 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 Sht Int Long Hi Med Lo MA Moderate Allocation 86 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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