Morningstar Advisor - February/March 2009 - 67

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# Vanguard Long-Term U.S. Treasury VUSTX Vanguard Short-Term Bond Index VBISX Vanguard Short-Term Federal VSGBX Vanguard Total Bond Market Index VBMFX Eaton Vance Floating Rate A EVBLX Eaton Vance Income Fund of Boston A EVIBX Fidelity Floating Rate High Income FFRHX Fidelity High Income SPHIX Fidelity New Markets Income FNMIX Fidelity Strategic Income FSICX Loomis Sayles Bond Retail LSBRX Loomis Sayles Global Bond Retail LSGLX 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 Franklin High Yield Tax-Free Inc A FRHIX T. Rowe Price Tax-Free High-Yield PRFHX T. Rowe Price Tax-Free Short-Interm PRFSX Vanguard CA Interm-Term 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 Hi Yield & Specialty GL CS GS CI BL HB BL HB EB MU MU IB EB IB IB HB HB IB MU CV HB MX MI ML MN MS ML MX ML HM HM MS MC MX MI MI ML MS MN MS É Ç Ç È Í Í Í — — — Ì Ë Ï — — Î Î É Ë Î Î Ì È É É Ç É — — — Ì Ç È É Ì È É Ç É Ç — X — X — — ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ 22.5 5.4 7.0 5.1 22.5 10.8 5.4 5.6 7.0 6.3 5.1 5.4 -30.4 -30.3 -16.5 -23.7 -18.2 -11.4 -22.1 -8.8 -14.3 -4.4 -2.8 -24.0 -24.5 1.8 -9.4 -29.8 -21.3 -9.1 -7.4 -3.0 -4.7 -1.1 0.4 -2.2 2.1 -0.5 3.7 1.0 -5.0 -5.1 6.4 1.4 -4.3 -4.6 0.5 3.0 1.0 1.8 3.6 1.5 -0.6 0.1 -3.9 -6.0 3.4 1.7 -0.2 -1.4 2.6 0.9 3.5 1.1 3.7 9.2 3.9 4.4 4.6 -4.1 -1.9 -0.1 -0.4 3.9 2.7 1.6 2.1 4.2 — 2.9 -0.6 -0.5 4.3 2.8 0.0 -0.6 2.0 3.0 2.3 2.5 2.7 2.6 1.7 2.0 0.0 -1.2 2.5 2.0 1.5 1.0 2.6 1.9 2.6 2.0 2.8 7.8 4.9 5.1 5.4 — 2.0 — 1.2 11.5 5.7 5.7 5.7 12.8 — 4.3 2.3 2.8 4.4 4.8 4.6 1.9 3.7 4.3 4.2 4.2 3.7 — 3.3 3.4 2.1 1.4 3.5 3.7 3.6 3.1 3.9 3.8 3.6 4.0 3.1 3.8 3.8 3.8 4.7 8.1 12.8 6.2 10.5 7.3 6.4 9.3 7.9 7.4 4.2 3.6 10.0 10.3 3.7 5.3 4.2 10.2 4.5 3.9 4.5 4.1 3.2 4.4 5.2 5.0 6.6 6.8 3.4 4.1 4.9 5.5 4.2 4.9 3.4 4.5 3.2 10.5 2.5 2.1 4.1 11.0 13.1 7.9 12.2 13.9 7.6 12.8 8.9 12.7 10.3 4.5 12.0 11.6 9.0 6.1 15.3 12.5 5.0 3.4 4.9 5.0 2.3 5.0 5.6 5.3 6.8 8.1 2.4 4.2 5.4 5.8 4.4 5.5 2.1 5.5 0.9 -8.9 -1.8 -2.4 -4.8 -25.4 -30.1 -18.1 -27.5 -37.0 -15.2 -25.3 -17.0 -22.8 -15.2 -7.1 -26.7 -25.7 -12.5 -11.7 -30.7 -25.5 -7.3 -5.7 -6.8 -7.3 -2.4 -6.1 -9.4 -8.2 -14.2 -16.0 -1.9 -4.6 -7.5 -9.8 -3.7 -7.1 -1.6 -6.4 -0.5 0.26 38 0.18 966 0.20 140 0.19 12,728 1.19 1.07 0.72 0.74 0.88 0.73 0.94 1.00 1.25 0.95 0.95 0.90 0.76 0.82 0.00 0.77 0.25 0.43 0.37 0.44 0.44 0.49 0.18 0.57 0.60 0.62 0.72 0.51 0.15 0.15 0.15 0.15 0.15 0.15 0.15 0.15 652 290 281 392 154 1,226 675 272 646 1,214 1,294 811 437 326 10 122 256 499 934 1,041 259 504 636 905 852 696 475 191 621 394 590 1,624 342 805 321 544 37 79 70 54 61 84 69 33 65 140 20 95 148 798 969 187 69 78 9 116 26 27 18 22 13 23 12 14 15 20 31 43 11 23 22 12 13 32 10 51 3,997 9,672 3,531 65,415 1,587 1,412 1,885 4,113 1,437 4,160 12,219 1,653 3,056 2,616 3,502 7,108 4,005 2,415 4,345 867 6,963 1,432 3,002 4,531 1,424 1,992 1,130 12,426 7,852 4,736 1,204 579 4,360 2,654 5,033 19,371 6,138 8,230 2,554 5,678 05/86 03/94 12/87 12/86 05/03 06/72 09/02 08/90 05/93 05/98 12/96 12/96 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 03/86 03/85 12/83 03/94 04/86 12/78 09/77 09/77 08/87 04/86 09/77 39 -30.4 -30.3 C ÙÙÙÙÙ -16.5 C ÙÙÙ -23.7 C ÙÙÙ -18.2 C ÙÙÙÙ -11.4 — ÙÙÙ -22.1 — ÙÙÙ -8.8 C ÙÙÙ -14.3 C ÙÙÙ -4.4 C ÙÙÙ -2.8 X ÙÙÙÙ -24.0 — ÙÙÙÙ -24.5 — ÙÙÙÙ 1.8 — ÙÙÙÙ -9.4 — ÙÙÙÙ -29.8 — ÙÙÙ -21.3 C C X C C X C — C X X X X X X — — X Z ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ -5.6 -5.6 1.0 1.0 -4.6 -4.6 -2.5 -2.5 3.5 3.5 -3.4 -3.4 -8.9 -8.9 -7.1 -7.1 -17.2 -17.2 -21.5 -21.5 3.0 3.0 -2.1 -2.1 -6.9 -6.9 -10.5 -10.5 -0.1 -0.1 -4.9 -4.9 2.9 2.9 -3.7 -3.7 3.7 3.7 Municipal Bond 39 39 Data as of December 31, 2008 *Closed to new investors. 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 GR HB PB GI CI LS GL CL Foreign Small/Mid Value Global Real Estate High Yield Bond Inflation-Protected Bond Intermediate Government Intermediate-Term Bond Latin America Stock Long Government Long-Term Bond MA Moderate Allocation MU Multisector Bond MC Muni California Int/Sh MX Muni California Long MI ML Muni National Interm Muni National Long GS CS SC SF SH SP SR ST SU TA Short Government Short-Term Bond Specialty-Communications Specialty-Financial Specialty-Health Specialty-Precious Metals Specialty-Real Estate Specialty-Technology Specialty-Utilities Target-Date 2000-2014 TB TC UB IA IB IS Target-Date 2015-2029 Target-Date 2030+ Ultrashort Bond World Allocation World Bond World Stock Sht Int Long Equity Style Box Val Blnd Grth Lrg Mid Sm HM High Yield Muni Fixed-Income Style Box Hi Med Lo MS Muni National Short MN Muni New York Long MT Muni Single State Interm PJ Pacific/Asia ex-Japan Stk MorningstarAdvisor.com 67
http://www.MorningstarAdvisor.com

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
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com