Morningstar Advisor - June/July 2009 - 66

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 Name Cat 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, Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield % 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 192 Analyst Picks as of April 30, 2009. 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 Partners Value WPVLX WHG Large Cap Value Instl WHGLX Clipper CFIMX Davis NY Venture A NYVTX Fairholme FAIRX Fidelity Spartan 500 Index Investor FSMKX Fidelity Spartan Total Market Index Inv FSTMX Longleaf Partners LLPFX 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 Artisan Mid Cap Value ARTQX FPA Capital FPPTX * Perkins 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 TCW Value Opportunities I TGVOX *Closed to new investors. Lg Value Ç Ç Ç È Ê È Ç Ë È È È Ç È È É È È È É È È É É É É É É É É É Ê Ê Ë Ê Ê Ë Ë Ë É Ë X Z ÙÙÙ ÙÙÙ — ÙÙ — ÙÙÙÙ —Ù — ÙÙÙÙ Z X Z Z C C Z X X Z ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙÙ ÙÙÙ ÙÙÙ ÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ —— -6.5 4.0 -2.5 0.8 4.4 -0.7 -4.0 11.9 -8.8 2.8 0.0 4.8 -2.5 -1.2 17.2 5.4 7.6 -0.4 4.5 -0.8 -2.4 3.5 -6.6 8.7 -0.6 5.8 15.4 12.7 2.8 5.3 8.5 13.9 2.9 7.9 1.9 9.7 3.8 3.9 6.5 3.0 -34.5 -44.3 -40.9 -34.0 -50.2 -33.0 -35.4 -22.3 -35.6 -43.0 -37.7 -27.5 -35.3 -34.7 -39.4 -27.3 -30.3 -37.4 -22.6 -35.0 -35.3 -10.3 -14.4 -15.3 -9.5 -19.4 -10.1 -10.9 -9.6 — -16.3 -11.6 -3.8 -10.8 -10.7 -14.4 -8.5 -13.8 -11.2 -4.2 -10.7 -10.8 -2.8 -2.0 -3.6 0.2 -6.3 -1.4 -2.1 -3.2 — -8.2 -2.4 5.3 -2.8 -2.1 -4.7 -2.5 -5.1 -2.3 -0.8 -2.1 -2.7 -0.3 -1.7 -0.2 -2.5 — -0.2 2.3 1.5 — 4.7 -0.5 3.3 1.5 0.1 -4.0 -0.1 1.1 -3.7 -4.0 -0.3 2.7 2.9 2.5 — 1.9 0.8 1.4 — 0.3 0.2 — -2.6 -1.7 0.8 0.5 2.8 0.3 2.3 -1.8 -2.5 -1.8 2.0 -2.3 2.0 — -1.7 8.8 3.0 — — 6.9 9.7 7.2 5.1 2.2 1.1 5.5 -0.5 7.0 3.6 2.0 2.4 2.4 4.5 1.1 3.4 0.2 1.2 2.0 1.4 0.5 3.0 2.6 0.2 1.6 1.5 1.7 0.4 2.4 3.0 0.3 0.0 0.6 1.6 0.3 0.0 0.5 1.0 1.3 0.2 1.5 1.1 1.2 3.4 0.7 1.5 0.2 0.4 1.2 17.4 26.0 22.1 18.9 28.8 18.8 20.2 20.7 — 22.7 20.8 24.8 18.7 19.2 27.4 22.1 23.9 21.0 18.1 19.2 18.7 18.4 19.7 17.9 16.6 19.2 21.4 22.1 18.5 18.0 23.5 22.7 18.0 20.9 19.9 26.5 22.4 14.1 20.7 21.1 -26.0 -44.9 -35.7 -29.4 -45.2 -35.3 -28.3 -28.7 -24.5 -33.0 -31.5 -34.2 -29.7 -31.2 -47.4 -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 -35.7 -36.8 -28.6 -32.4 -31.6 -39.4 -37.0 -27.2 -35.3 -36.7 0.58 1.02 0.52 0.80 0.85 0.92 0.69 1.15 1.00 — 0.85 1.01 0.10 — 0.90 1.10 1.08 0.59 1.00 — 0.16 1.08 1.13 0.67 0.85 0.71 0.91 0.45 0.43 0.50 1.21 0.88 1.06 — 0.38 1.19 — 1.18 0.86 0.95 152 73 83 31 44 41 123 34 46 25 102 44 508 3,189 21 54 22 101 28 629 511 31 33 52 28 106 90 116 122 140 54 29 150 123 63 35 3,146 50 65 58 18 2 31 117 102 111 32 24 70 7 16 81 6 3 30 32 26 18 12 8 8 52 267 82 8 13 88 13 11 9 70 18 103 74 23 26 16 56 30 51 40,446 5,214 31,219 1,336 98 1,627 12,011 500 90 961 26,906 6,160 11,256 6,994 5,525 2,558 1,830 6,890 2,486 2,632 1,771 1,860 2,519 6,317 1,689 452 533 6,252 22,488 3,080 2,582 766 5,318 4,312 2,298 928 2,496 451 65 204 07/52 12/92 01/65 12/97 09/02 05/85 10/85 05/83 06/06 02/84 02/69 12/99 03/90 11/97 04/87 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 03/01 07/68 08/98 06/96 02/96 12/89 11/97 10/93 05/04 11/97 20 Lg Blend — ÙÙÙÙÙ 19 — ÙÙÙÙÙ — ÙÙÙ — ÙÙÙ C ÙÙÙÙÙ 21 19 — ÙÙÙÙ — ÙÙÙÙ — ÙÙÙÙÙ X Z Z Z Z Z ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙ -26.6 -4.0 -43.8 -12.7 -27.3 -8.1 -24.8 -5.9 -26.3 -8.1 -27.3 -5.2 -28.0 -7.1 -28.9 -7.2 -25.7 -6.6 -22.9 -26.6 -25.1 -27.6 -28.1 -31.2 -32.9 -22.9 -33.6 -36.4 -5.2 -9.9 -4.4 -7.5 -9.2 -11.4 -11.0 -6.0 -14.4 -13.8 Lg Growth Mid Value — ÙÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙ X — X X Z ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙ Mid Blend — ÙÙÙ 66 Morningstar Advisor June/July 2009

Morningstar Advisor - June/July 2009

Table of Contents for the Digital Edition of Morningstar Advisor - June/July 2009

Morningstar Advisr - June/July 2009
Contents
New on MorningstarAdvisor.com
Letter from the Editor
Contributors
Is SRI a Relevant Investment Strategy?
A Head for Numbers
Building a Business on SRI
Investment Briefs
The Liquidity Premium
Navigating the SRI Patchwork
Profit and Progress
How the Fed Contributes to Crises
Holding Steady
Appleseed Adds Value to SRI Formula
Four Picks for the Present
Long-Term Investors Can Find Value among Industrials
Higher Yields, Hold the Risk
Bargains in U.S. Industrials
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
Talkin’ ‘bout a Revolution
Morningstar Advisor - June/July 2009 - 47
Morningstar Advisor - June/July 2009 - Morningstar Advisr - June/July 2009
Morningstar Advisor - June/July 2009 - Cover2
Morningstar Advisor - June/July 2009 - Contents
Morningstar Advisor - June/July 2009 - 2
Morningstar Advisor - June/July 2009 - 3
Morningstar Advisor - June/July 2009 - New on MorningstarAdvisor.com
Morningstar Advisor - June/July 2009 - 5
Morningstar Advisor - June/July 2009 - 6
Morningstar Advisor - June/July 2009 - Letter from the Editor
Morningstar Advisor - June/July 2009 - Contributors
Morningstar Advisor - June/July 2009 - 9
Morningstar Advisor - June/July 2009 - Is SRI a Relevant Investment Strategy?
Morningstar Advisor - June/July 2009 - 11
Morningstar Advisor - June/July 2009 - A Head for Numbers
Morningstar Advisor - June/July 2009 - 13
Morningstar Advisor - June/July 2009 - 14
Morningstar Advisor - June/July 2009 - Building a Business on SRI
Morningstar Advisor - June/July 2009 - 16
Morningstar Advisor - June/July 2009 - 17
Morningstar Advisor - June/July 2009 - Investment Briefs
Morningstar Advisor - June/July 2009 - 19
Morningstar Advisor - June/July 2009 - 20
Morningstar Advisor - June/July 2009 - 21
Morningstar Advisor - June/July 2009 - 22
Morningstar Advisor - June/July 2009 - The Liquidity Premium
Morningstar Advisor - June/July 2009 - 24
Morningstar Advisor - June/July 2009 - 25
Morningstar Advisor - June/July 2009 - 26
Morningstar Advisor - June/July 2009 - 27
Morningstar Advisor - June/July 2009 - 28
Morningstar Advisor - June/July 2009 - 29
Morningstar Advisor - June/July 2009 - Navigating the SRI Patchwork
Morningstar Advisor - June/July 2009 - 31
Morningstar Advisor - June/July 2009 - 32
Morningstar Advisor - June/July 2009 - 33
Morningstar Advisor - June/July 2009 - 34
Morningstar Advisor - June/July 2009 - Profit and Progress
Morningstar Advisor - June/July 2009 - 36
Morningstar Advisor - June/July 2009 - 37
Morningstar Advisor - June/July 2009 - 38
Morningstar Advisor - June/July 2009 - 39
Morningstar Advisor - June/July 2009 - How the Fed Contributes to Crises
Morningstar Advisor - June/July 2009 - 41
Morningstar Advisor - June/July 2009 - 42
Morningstar Advisor - June/July 2009 - 43
Morningstar Advisor - June/July 2009 - 44
Morningstar Advisor - June/July 2009 - 45
Morningstar Advisor - June/July 2009 - 46
Morningstar Advisor - June/July 2009 - 47
Morningstar Advisor - June/July 2009 - Holding Steady
Morningstar Advisor - June/July 2009 - 49
Morningstar Advisor - June/July 2009 - 50
Morningstar Advisor - June/July 2009 - 51
Morningstar Advisor - June/July 2009 - Appleseed Adds Value to SRI Formula
Morningstar Advisor - June/July 2009 - 53
Morningstar Advisor - June/July 2009 - 54
Morningstar Advisor - June/July 2009 - 55
Morningstar Advisor - June/July 2009 - Four Picks for the Present
Morningstar Advisor - June/July 2009 - 57
Morningstar Advisor - June/July 2009 - Long-Term Investors Can Find Value among Industrials
Morningstar Advisor - June/July 2009 - 59
Morningstar Advisor - June/July 2009 - 60
Morningstar Advisor - June/July 2009 - 61
Morningstar Advisor - June/July 2009 - Higher Yields, Hold the Risk
Morningstar Advisor - June/July 2009 - 63
Morningstar Advisor - June/July 2009 - Bargains in U.S. Industrials
Morningstar Advisor - June/July 2009 - 65
Morningstar Advisor - June/July 2009 - Mutual Fund Analyst Picks
Morningstar Advisor - June/July 2009 - 67
Morningstar Advisor - June/July 2009 - 68
Morningstar Advisor - June/July 2009 - 69
Morningstar Advisor - June/July 2009 - 50 Most Popular Equity ETFs
Morningstar Advisor - June/July 2009 - 71
Morningstar Advisor - June/July 2009 - Undervalued Stocks
Morningstar Advisor - June/July 2009 - 73
Morningstar Advisor - June/July 2009 - 74
Morningstar Advisor - June/July 2009 - 75
Morningstar Advisor - June/July 2009 - Most Popular Variable Annuities
Morningstar Advisor - June/July 2009 - 77
Morningstar Advisor - June/July 2009 - 78
Morningstar Advisor - June/July 2009 - New at Morningstar
Morningstar Advisor - June/July 2009 - Talkin’ ‘bout a Revolution
Morningstar Advisor - June/July 2009 - Cover3
Morningstar Advisor - June/July 2009 - Cover4
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