Morningstar Advisor - February/March 2009 - 69

Valuation Rating Market Price Fair Value YTD Annualized Total Return % 1Yr 3Yr Yield % Std Dev 3 Yr % Worst 3-Mo Ret % Avg Market Cap ($Mil) # of Holdings % Asset in top 10 Exp Ratio Turnover % Net Assets ($Mil) Incep Date Pg# Undervalued Fairly Valued — Fairly Valued Undervalued Undervalued Fairly Valued Undervalued Undervalued Undervalued Undervalued Undervalued Undervalued Fairly Valued Undervalued — Undervalued Undervalued Fairly Valued Undervalued Undervalued Undervalued Fairly Valued Fairly Valued Fairly Valued Fairly Valued Undervalued Undervalued Fairly Valued Undervalued Undervalued — Fairly Valued Fairly Valued — Undervalued Undervalued Undervalued Undervalued Undervalued Fairly Valued Fairly Valued — Fairly Valued Undervalued Fairly Valued Fairly Valued Undervalued Fairly Valued Fairly Valued 93.0 45.4 86.5 26.2 93.3 31.0 50.2 38.2 50.6 90.2 46.0 12.7 99.8 31.1 50.3 9.6 46.3 50.2 24.8 42.0 61.8 54.8 44.7 27.9 49.3 36.7 53.4 46.2 33.3 44.4 40.7 33.1 51.9 6.1 11.2 29.0 24.2 42.3 27.1 32.7 29.7 26.6 86.7 33.0 16.0 39.1 36.2 42.0 27.6 35.3 130.6 45.9 — 28.2 131.1 45.5 55.9 53.2 70.3 124.4 62.4 18.9 123.7 31.1 70.0 — 65.2 72.8 25.2 53.9 80.3 67.9 48.5 35.8 54.1 38.9 73.2 64.9 44.8 63.8 57.7 — 58.7 8.2 — 37.2 30.6 57.7 37.4 43.0 32.4 26.6 — 34.0 25.1 39.5 42.4 58.3 27.8 40.4 -37.4 -43.2 3.0 -50.0 -36.9 -41.7 -33.6 -38.5 -36.8 -32.1 -36.7 -55.2 -36.7 -49.9 -37.6 -29.4 -34.9 -38.8 -52.8 -32.9 -41.4 -36.2 -31.1 -67.8 -28.7 -55.8 -37.3 -39.2 -26.6 -35.3 -38.2 -54.7 -38.4 -85.2 -27.2 -38.4 -15.0 -35.9 -23.2 -44.4 -29.1 -50.0 5.4 -44.0 -41.4 -44.7 -40.0 -37.0 -41.3 -36.9 -37.4 -43.2 3.0 -50.0 -36.9 -41.7 -33.6 -38.5 -36.8 -32.1 -36.7 -55.2 -36.7 -49.9 -37.6 -29.4 -34.9 -38.8 -52.8 -32.9 -41.4 -36.2 -31.1 -67.8 -28.7 -55.8 -37.3 -39.2 -26.6 -35.3 -38.2 -54.7 -38.4 -85.2 -27.2 -38.4 -15.0 -35.9 -23.2 -44.4 -29.1 –50.0 5.4 -44.0 -41.4 -44.7 -40.0 -37.0 -41.3 -36.9 -8.6 -7.4 18.6 -4.2 -8.4 -9.4 -8.2 -9.2 -8.4 -4.3 -8.2 -24.4 -9.1 13.4 -8.7 -10.7 -7.7 -0.4 -5.3 -8.8 -10.8 -8.8 -7.6 — -7.5 4.0 -8.7 -9.3 — -6.8 -8.8 — -9.4 — — -10.0 3.1 -7.7 -4.2 -11.9 0.6 –4.9 19.1 — -8.9 -5.6 -12.7 -8.1 — -10.7 3.0 4.3 0.0 3.5 2.9 0.5 1.8 1.7 3.7 3.4 3.5 6.2 1.8 2.7 2.5 1.4 1.7 1.9 5.0 5.9 2.1 2.0 1.5 2.1 2.5 6.3 2.5 4.3 0.0 3.4 1.5 0.0 1.1 5.5 0.0 3.1 2.7 4.2 2.2 1.3 4.2 2.5 0.0 2.5 1.5 7.6 8.2 2.7 3.4 8.2 15.2 19.4 21.2 28.1 15.3 21.2 20.1 16.6 15.5 13.7 15.9 23.4 19.0 38.6 15.7 15.5 15.3 26.0 28.8 15.2 19.6 19.2 19.0 — 19.4 40.3 16.0 16.0 — 14.4 16.7 — 21.5 — — 18.9 10.3 15.1 14.0 20.7 15.5 25.5 22.3 — 20.0 20.7 29.4 15.5 — 30.2 -29.5 -35.2 -20.5 -42.8 -29.6 -38.5 -35.6 -32.9 -28.8 -22.8 -31.1 -39.8 -36.5 -44.9 -30.9 -27.4 -29.1 -32.1 -44.2 -21.6 -38.7 -36.5 -34.3 -56.4 -32.4 -53.4 -31.3 -30.1 -52.0 -26.1 -33.3 -57.7 -38.9 -70.0 -47.0 -36.7 -17.6 -27.2 -23.0 -40.6 -22.8 -41.0 -21.6 -37.1 -38.2 -37.0 -47.4 -30.3 -34.4 -47.4 38,575 22,142 — 12,423 38,169 24,910 686 26,616 32,786 90,112 25,387 25,208 2,060 41,812 29,572 10,027 47,952 58,006 14,140 5,789 4,276 2,099 765 38,571 664 15,529 22,143 29,961 5,801 79,391 34,804 — 711 15,712 — 4,084 50,511 43,564 38,200 4,481 14,140 12,218 — 24,402 51,040 38,257 3,527 38,916 28,345 4,888 501 839 1 357 501 100 1,937 644 656 31 3,502 85 400 27 990 336 285 41 837 101 799 401 600 502 1,296 70 2,925 376 32 101 399 3 1,199 271 1 540 42 411 56 505 33 152 1 2,209 84 529 83 745 996 98 22.9 14.6 100.0 25.1 22.3 47.1 3.4 21.9 34.2 57.7 16.7 51.6 6.7 61.8 20.1 21.9 35.1 71.0 17.1 19.1 5.3 6.4 6.2 45.1 5.3 62.0 18.6 27.8 65.1 34.5 23.7 100.0 6.2 49.4 100.0 9.8 68.1 33.8 60.0 9.6 60.3 37.7 100.0 9.6 66.9 19.5 43.6 19.0 13.5 42.5 0.08 0.34 — 0.72 0.09 0.20 0.20 0.20 0.20 0.14 0.07 0.22 0.25 0.74 0.15 0.52 0.18 0.22 0.25 0.40 0.20 0.20 0.20 0.95 0.25 0.63 0.20 0.18 0.55 0.20 0.10 — 0.25 0.95 — 0.25 0.22 0.10 0.22 0.25 0.22 0.50 — 0.24 0.22 0.12 0.48 0.07 0.12 0.10 3 12 — 11 4 8 11 16 14 1 4 15 21 24 8 4 26 7 9 20 15 15 14 18 28 30 8 20 1 6 23 — 32 15 — 22 6 20 10 25 10 14 — 10 13 9 7 8 6 13 93,922 31,911 21,691 19,210 15,653 12,539 10,694 10,688 9,235 8,966 8,264 7,792 6,783 5,940 5,725 5,640 4,957 4,453 4,436 3,966 3,773 3,761 3,741 3,545 3,533 3,471 3,146 3,069 2,672 2,664 2,621 2,570 2,492 2,412 2,356 2,353 2,233 2,185 2,060 1,992 1,959 1,914 1,896 1,879 1,837 1,665 1,662 1,643 1,618 1,603 01/93 08/01 11/04 04/03 05/00 03/99 05/00 05/00 05/00 01/98 05/01 12/98 05/95 10/04 05/00 03/96 05/00 12/98 03/05 11/03 07/01 05/00 05/00 06/06 07/00 07/00 05/00 05/00 05/06 10/00 01/04 04/06 07/00 01/07 04/06 07/01 12/98 01/04 12/98 07/01 12/98 10/01 01/05 03/07 12/98 03/05 06/00 01/04 07/07 09/04 20 61 MorningstarAdvisor.com 69

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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