Morningstar Advisor - February/March 2009 - 65

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# TCW Value Opportunities I TGVOX 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 Investor TMGFX Allianz NFJ Small Cap Value D PNVDX Diamond Hill Small Cap A DHSCX Longleaf Partners Small-Cap LLSCX * Royce Special Equity Invt RYSEX Schneider Small Cap Value SCMVX Bogle Small Cap Growth Inv BOGLX * Bridgeway Small-Cap Value BRSVX Third Avenue Small-Cap Value TASCX Vanguard Tax-Managed Small Cap Inv VTMSX Bridgeway Small-Cap Growth BRSGX Century Small Cap Select Inv CSMVX Masters' Select Smaller Companies MSSFX Vanguard Explorer VEXPX * Wasatch Small Cap Growth WAAEX American Funds American Balanced A ABALX American Funds Inc Fund of Amer A AMECX Calamos Growth & Income A CVTRX Davis Appreciation & Income A RPFCX Dodge & Cox Balanced DODBX 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 T. Rowe Price Retirement 2055 TRRNX 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 *Closed to new investors. MA MA MA MA MA CA TA TA TB TB TB TC TC TC TC TC TA TA TB TB TB TC TC TC TC TC TA CA CA MA Mid Growth Ë Ë Ë Ì Ì Ì Ì Ì Í Î — X X ÙÙÙ ÙÙÙ ÙÙ -37.8 -37.8 -11.5 -41.8 -41.8 -11.2 -41.6 -41.6 -14.6 -44.5 -39.4 -38.1 -34.6 -48.6 -44.5 -9.1 -39.4 -11.0 -38.1 -11.5 -34.6 -7.4 -48.6 -12.0 -2.6 -26.0 -8.7 -43.9 -11.0 -19.6 -1.4 -46.5 -18.7 -48.2 -17.4 -45.6 -13.1 -34.6 -9.6 -30.8 -7.4 -43.5 -39.5 -44.8 -40.4 -41.7 -14.0 -12.2 -15.0 -11.8 -11.8 -4.0 -0.8 -5.3 -0.6 -1.4 -2.1 — -3.2 4.7 2.2 -2.2 1.6 -5.6 -6.0 -1.7 -0.1 1.0 -3.4 -4.7 -4.8 -3.1 -4.0 -0.1 0.7 -0.3 -3.9 -1.5 1.6 — 0.8 — -0.3 — -1.0 — -1.3 — — 1.9 — 0.8 — -0.2 — -0.7 — -0.3 — 2.5 1.0 3.4 2.8 7.5 4.1 -1.5 2.7 — 2.1 — 2.4 8.5 — 4.4 8.2 10.5 — — 6.4 — — — — 3.4 5.8 4.0 3.8 6.7 0.6 4.8 3.5 — — — — — — — — — — — — — — — — — — — 2.4 4.9 4.5 1.2 2.0 0.2 0.0 0.0 0.6 0.0 0.0 1.9 0.7 0.9 1.5 2.0 0.0 0.8 0.8 1.6 0.0 0.0 0.0 0.7 0.0 3.9 6.3 2.0 3.3 3.7 3.7 3.9 3.4 3.3 2.7 2.4 2.2 2.1 2.0 2.0 1.9 4.4 3.9 3.8 3.3 3.5 3.0 3.2 2.8 3.2 2.7 4.4 3.5 5.3 4.3 18.6 19.6 19.6 20.5 20.8 19.1 19.0 21.8 16.6 16.3 20.4 14.6 25.0 23.2 22.7 19.4 18.9 21.7 18.4 22.6 20.0 19.3 10.5 12.4 15.0 19.2 13.9 9.3 9.9 11.6 13.1 14.5 15.6 16.5 16.9 16.9 16.9 — 8.1 — 10.8 — 13.1 — 14.9 — 15.0 — 6.6 8.5 6.6 10.7 -36.7 -38.2 -34.0 -38.0 -37.3 -37.0 -33.4 -39.9 -29.5 -29.7 -35.5 -23.5 -41.7 -42.8 -42.2 -38.8 -34.1 -39.2 -34.9 -42.1 -37.7 -34.5 -21.1 -23.4 -27.9 -40.7 -29.2 -19.4 -19.9 -23.6 -26.7 -29.4 -31.5 -33.1 -34.0 -34.0 -34.1 -34.0 -15.6 -18.8 -21.0 -23.3 -25.6 -27.8 -29.3 -29.2 -29.2 -29.2 -12.6 -16.8 -10.1 -20.3 0.96 0.21 1.21 1.08 1.01 0.89 0.78 1.18 1.22 1.39 0.91 1.11 1.10 1.35 0.83 1.09 0.12 0.87 1.36 1.31 0.41 1.21 0.58 0.54 1.06 1.01 0.53 0.62 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 0.00 0.00 0.00 0.00 0.00 0.00 0.12 0.25 0.27 54 446 37 88 53 32 78 95 142 65 24 63 83 171 93 67 604 90 75 70 1,064 112 981 1,822 99 53 369 1,315 17 17 18 18 17 17 17 17 17 17 9 7 7 6 7 6 7 6 7 6 8 791 731 2,366 38 19 31 162 34 17 6 155 33 21 28 29 75 142 73 27 53 63 100 131 90 51 35 38 66 23 27 81 15 8 8 7 6 6 5 7 6 17 21 18 24 15 17 6 10 4 9 4 14 10 27 23 217 12,795 141 2,423 197 185 219 775 4,140 368 1,824 499 89 80 162 1,227 1,360 83 326 91 6,531 542 42,159 54,937 2,379 374 14,700 627 662 3,549 2,711 5,524 2,399 3,809 1,339 2,075 514 48 1,556 2,291 7,051 3,598 6,802 2,218 4,351 1,154 2,192 421 1,864 587 11,730 38,363 11/97 05/98 04/93 12/85 12/01 09/58 11/04 10/96 06/02 12/00 02/89 05/98 09/98 10/99 10/03 04/97 03/99 10/03 02/00 06/03 12/67 12/86 01/33 12/70 09/88 05/92 06/31 07/94 02/04 09/02 02/04 09/02 02/04 09/02 02/04 09/02 05/05 12/06 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 ÙÙÙ ÙÙÙÙ — ÙÙÙ ÙÙÙÙ Sm Value ÙÙÙÙÙ -26.5 -26.5 -26.0 Ê Z ÙÙÙ -43.9 Î Z ÙÙÙÙÙ -19.6 Í — ÙÙÙ -46.5 Î Î Î Ï Ï Ï Î Ï Ï È Ç É Ë Ç É È È È È É É É É É É È È È È È È È È È È È È Ç Ç 59 —Ù — ÙÙ — ÙÙÙÙ — ÙÙÙÙ -48.2 -45.6 -34.6 -30.8 -43.5 -39.5 -44.8 -40.4 -41.7 -25.7 -28.8 -31.0 -41.4 -33.6 -20.4 -22.2 -26.7 -30.2 -33.5 -35.9 -37.8 -38.9 -38.9 -38.8 -38.9 -15.8 -20.7 -24.1 -27.0 -30.1 -32.9 -34.7 -34.5 -34.6 -34.6 -10.9 -18.3 -9.8 -22.3 Sm Blend Sm Growth — ÙÙÙ — ÙÙÙ — ÙÙ X X X Z Z Z Z Z Z Z Z Z Z Z X X X X X X X X X X X Z Z ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ Ù ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙ ÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙ — ÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ — ÙÙÙÙ — ÙÙÙ — ÙÙÙÙ —— — ÙÙÙ -25.7 -4.0 -28.8 -3.9 -31.0 -6.0 -41.4 -11.9 -33.6 -8.4 -20.4 -2.2 -22.2 -2.6 -26.7 -4.1 -30.2 -5.4 -33.5 -6.6 -35.9 -7.5 -37.8 -8.3 -38.9 -8.8 -38.9 -8.8 -38.8 -8.8 -38.9 — -15.8 -0.5 -20.7 — -24.1 -3.1 -27.0 — -30.1 -5.2 -32.9 — -34.7 -6.8 -34.5 — -34.6 -6.6 -34.6 — -10.9 0.8 -18.3 -2.2 -9.8 1.9 -22.3 -1.1 Allocation 34 MorningstarAdvisor.com 65
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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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