Morningstar Advisor - February/March 2009 - 64

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 were 183 Analyst Picks as of Dec. 31, 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 Large Cap Value Instl WHGLX Clipper CFIMX Davis NY Venture A NYVTX Fairholme FAIRX Fidelity Spartan Total Market Index Inv FSTMX Oakmark I OAKMX Oakmark Select I OAKLX Selected American Shares D SLADX Sequoia SEQUX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Growth & Inc VTGIX Aston/Montag & Caldwell Growth N MCGFX Brandywine Blue BLUEX Harbor Capital Appreciation Instl HACAX Jensen J JENSX 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 Ariel Appreciation CAAPX Fidelity Spartan Extended Mkt Index Inv FSEMX Osterweis OSTFX Selected Special Shares D SLSDX *Closed to new investors. Lg Value Ç Ç Ç È Ê È Ç È È È È Ç È È È È É È È É É É É É É É É É Ê Ë -33.1 — ÙÙ -47.3 Z ÙÙÙÙ -43.3 — ÙÙÙÙÙ -37.4 —Ù -55.0 — ÙÙÙ -35.6 — ÙÙÙÙ -35.8 X ÙÙ -40.7 —— -31.8 X ÙÙÙ -33.1 -47.3 -43.3 -37.4 -55.0 -35.6 -35.8 -40.7 -31.8 -6.4 -12.6 -12.4 -6.9 -17.9 -8.3 -7.5 -13.5 — -1.3 -2.6 -2.6 0.8 -6.3 -1.1 -1.1 -6.1 — -9.3 -2.1 5.5 -1.7 -3.3 -6.5 -1.8 -0.7 -1.9 -2.2 -0.7 -0.1 -2.1 -1.9 — -2.7 0.7 1.7 — -2.1 3.3 0.6 0.4 -5.5 -0.6 1.2 -4.6 1.2 3.7 4.7 4.2 2.3 2.2 1.2 — 0.3 1.2 — -0.7 0.7 3.9 1.5 2.0 -0.7 -1.4 -1.5 3.2 -2.1 2.8 — -2.8 8.9 3.7 — 6.2 10.3 6.8 5.1 1.6 1.5 7.3 -0.9 3.3 1.8 2.3 2.6 4.7 1.1 3.3 1.0 1.1 2.1 1.4 0.5 2.6 1.7 1.6 1.7 0.4 2.3 3.0 0.3 0.0 0.7 1.5 0.4 0.0 0.5 1.1 1.3 1.7 1.2 1.2 3.5 0.7 1.8 0.2 0.4 14.1 23.1 17.6 15.9 24.1 16.6 15.0 17.4 — 17.0 15.9 18.9 15.9 16.9 19.8 15.8 13.7 16.1 15.3 16.2 19.3 16.1 13.2 16.3 19.0 19.6 15.8 15.3 17.7 15.1 16.5 16.8 20.0 19.2 13.5 18.7 -26.0 -44.9 -35.7 -29.4 -45.2 -35.3 -28.3 -30.6 -24.5 -33.0 -31.5 -34.2 -31.2 -31.8 -34.7 -31.1 -23.6 -31.5 -29.7 -28.1 -35.2 -30.5 -23.4 -32.2 -37.4 -37.3 -32.0 -31.2 -36.8 -28.6 -32.4 -31.6 -39.4 -37.0 -27.2 -35.3 0.58 1.02 0.52 0.80 0.85 0.92 0.67 1.15 1.00 0.69 0.85 1.00 0.10 1.10 1.08 0.57 1.00 0.15 0.15 1.07 1.13 0.66 0.85 0.71 0.85 0.45 0.43 0.50 0.88 0.85 0.78 0.38 1.19 0.09 1.18 0.81 180 86 84 31 46 41 126 34 45 25 112 37 3,241 50 22 106 26 657 511 31 36 51 30 107 97 119 121 136 26 150 119 64 34 3,246 35 69 18 11 27 123 132 84 26 22 50 25 16 14 4 32 26 8 13 5 5 69 184 69 8 5 60 13 11 9 18 95 73 23 29 17 56 36 49,060 5,499 32,742 1,350 101 1,623 14,131 891 70 1,088 28,274 7,247 6,611 2,544 1,834 7,367 3,113 2,703 1,886 1,301 2,864 5,707 1,745 390 487 5,510 21,974 2,681 917 5,269 4,444 2,282 929 2,263 334 63 07/52 12/92 01/65 12/97 09/02 05/85 10/85 05/86 06/06 02/84 02/69 12/99 11/97 08/91 11/96 05/04 07/70 09/94 09/94 11/94 01/91 12/87 08/92 11/04 09/85 08/95 11/84 12/04 07/68 08/98 06/96 02/96 12/89 11/97 10/93 05/04 34 12 -49.6 -40.0 — ÙÙÙÙÙ -29.7 X ÙÙÙ -37.2 X ÙÙÙ -32.6 X ÙÙÙ -36.2 Z ÙÙÙ -39.2 — ÙÙÙÙÙ -27.0 — ÙÙÙ -37.6 — ÙÙÙ -37.0 Z Z ÙÙÙ C Lg Blend ÙÙ -49.6 -16.5 -40.0 -10.2 -29.7 -2.7 -37.2 -8.4 -32.6 -8.4 -36.2 -14.6 -39.2 -9.6 -27.0 -5.0 -37.6 -8.9 -37.0 -8.4 ÙÙÙÙÙ -32.6 -32.6 -4.1 — ÙÙÙÙ -43.8 -43.8 -8.4 — ÙÙÙ -37.1 -37.1 -10.3 — ÙÙÙÙÙ -29.0 -29.0 -4.6 X ÙÙÙÙ -34.2 -34.2 -7.5 — ÙÙÙ -38.3 -38.3 -9.0 Z ÙÙÙÙÙ -39.1 -39.1 -7.7 Z ÙÙÙÙÙ -32.4 -32.4 -5.4 Z ÙÙÙÙÙ -31.3 -31.3 -6.2 Z Lg Growth 12 ÙÙ -34.8 — ÙÙÙÙÙ -27.3 Ê — ÙÙÙÙ -34.6 Ê X ÙÙÙÙ -35.5 Ë Ì È É — X X Z -34.8 -11.9 -27.3 -3.5 -34.6 -7.5 -35.5 -8.5 -40.7 -13.5 -38.4 -9.2 -29.2 -6.2 -44.4 -13.3 Mid Value -40.7 -38.4 ÙÙÙÙÙ -29.2 ÙÙ -44.4 ÙÙÙ Mid Blend ÙÙÙ 64 Morningstar Advisor February/March 2009

Morningstar Advisor - February/March 2009

Table of Contents for the Digital Edition of Morningstar Advisor - February/March 2009

Morningstar Advisor - February/March 2009
Contents
New on MorningstarAdvisor.com
Letter from the Editor
Contributors
Inbox
How Do You Gauge and Measure Risk?
No Skinny-Dippers Here
Heading to Shore
Investment Briefs
Weapons of Mass Destruction?
Déjà Vu All Over Again
A Failure to Gauge Risk
Five Areas to Find Opportunities
Getting a Read on Risk
Heavenly Returns
Greenspring Comes to the Rescue
How to Spot a Trustworthy REIT
Four Picks for the President
Find Succor in These Large Dividends
These Stocks Are Fiscally Fit
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
You Gotta Look Sharpe
Morningstar Advisor - February/March 2009 - Intro
Morningstar Advisor - February/March 2009 - Morningstar Advisor - February/March 2009
Morningstar Advisor - February/March 2009 - Cover2
Morningstar Advisor - February/March 2009 - 1
Morningstar Advisor - February/March 2009 - 2
Morningstar Advisor - February/March 2009 - Contents
Morningstar Advisor - February/March 2009 - 4
Morningstar Advisor - February/March 2009 - 5
Morningstar Advisor - February/March 2009 - New on MorningstarAdvisor.com
Morningstar Advisor - February/March 2009 - 7
Morningstar Advisor - February/March 2009 - 8
Morningstar Advisor - February/March 2009 - Letter from the Editor
Morningstar Advisor - February/March 2009 - Contributors
Morningstar Advisor - February/March 2009 - Inbox
Morningstar Advisor - February/March 2009 - How Do You Gauge and Measure Risk?
Morningstar Advisor - February/March 2009 - 13
Morningstar Advisor - February/March 2009 - No Skinny-Dippers Here
Morningstar Advisor - February/March 2009 - 15
Morningstar Advisor - February/March 2009 - 16
Morningstar Advisor - February/March 2009 - Heading to Shore
Morningstar Advisor - February/March 2009 - 18
Morningstar Advisor - February/March 2009 - 19
Morningstar Advisor - February/March 2009 - Investment Briefs
Morningstar Advisor - February/March 2009 - 21
Morningstar Advisor - February/March 2009 - Weapons of Mass Destruction?
Morningstar Advisor - February/March 2009 - 23
Morningstar Advisor - February/March 2009 - 24
Morningstar Advisor - February/March 2009 - 25
Morningstar Advisor - February/March 2009 - 26
Morningstar Advisor - February/March 2009 - 27
Morningstar Advisor - February/March 2009 - Déjà Vu All Over Again
Morningstar Advisor - February/March 2009 - 29
Morningstar Advisor - February/March 2009 - 30
Morningstar Advisor - February/March 2009 - 31
Morningstar Advisor - February/March 2009 - 32
Morningstar Advisor - February/March 2009 - 33
Morningstar Advisor - February/March 2009 - A Failure to Gauge Risk
Morningstar Advisor - February/March 2009 - 35
Morningstar Advisor - February/March 2009 - 36
Morningstar Advisor - February/March 2009 - 37
Morningstar Advisor - February/March 2009 - Five Areas to Find Opportunities
Morningstar Advisor - February/March 2009 - 39
Morningstar Advisor - February/March 2009 - Getting a Read on Risk
Morningstar Advisor - February/March 2009 - 41
Morningstar Advisor - February/March 2009 - 42
Morningstar Advisor - February/March 2009 - 43
Morningstar Advisor - February/March 2009 - 44
Morningstar Advisor - February/March 2009 - 45
Morningstar Advisor - February/March 2009 - 46
Morningstar Advisor - February/March 2009 - 47
Morningstar Advisor - February/March 2009 - Heavenly Returns
Morningstar Advisor - February/March 2009 - 49
Morningstar Advisor - February/March 2009 - 50
Morningstar Advisor - February/March 2009 - 51
Morningstar Advisor - February/March 2009 - Greenspring Comes to the Rescue
Morningstar Advisor - February/March 2009 - 53
Morningstar Advisor - February/March 2009 - 54
Morningstar Advisor - February/March 2009 - 55
Morningstar Advisor - February/March 2009 - How to Spot a Trustworthy REIT
Morningstar Advisor - February/March 2009 - 57
Morningstar Advisor - February/March 2009 - Four Picks for the President
Morningstar Advisor - February/March 2009 - 59
Morningstar Advisor - February/March 2009 - Find Succor in These Large Dividends
Morningstar Advisor - February/March 2009 - 61
Morningstar Advisor - February/March 2009 - These Stocks Are Fiscally Fit
Morningstar Advisor - February/March 2009 - 63
Morningstar Advisor - February/March 2009 - Mutual Fund Analyst Picks
Morningstar Advisor - February/March 2009 - 65
Morningstar Advisor - February/March 2009 - 66
Morningstar Advisor - February/March 2009 - 67
Morningstar Advisor - February/March 2009 - 50 Most Popular Equity ETFs
Morningstar Advisor - February/March 2009 - 69
Morningstar Advisor - February/March 2009 - 70
Morningstar Advisor - February/March 2009 - 71
Morningstar Advisor - February/March 2009 - Undervalued Stocks
Morningstar Advisor - February/March 2009 - 73
Morningstar Advisor - February/March 2009 - 74
Morningstar Advisor - February/March 2009 - 75
Morningstar Advisor - February/March 2009 - Most Popular Variable Annuities
Morningstar Advisor - February/March 2009 - 77
Morningstar Advisor - February/March 2009 - 78
Morningstar Advisor - February/March 2009 - New at Morningstar
Morningstar Advisor - February/March 2009 - You Gotta Look Sharpe
Morningstar Advisor - February/March 2009 - Cover3
Morningstar Advisor - February/March 2009 - Cover4
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