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
