Morningstar Advisor - October/November 2009 - 73

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 Overvalued Undervalued Fairly Valued Fairly Valued Undervalued Fairly Valued Undervalued — Fairly Valued Undervalued Undervalued Fairly Valued Fairly Valued Fairly Valued Undervalued Fairly Valued Fairly Valued Fairly Valued Undervalued Fairly Valued Fairly Valued Fairly Valued Fairly Valued — Fairly Valued Fairly Valued Undervalued Fairly Valued Undervalued Fairly Valued — Fairly Valued Fairly Valued Undervalued Undervalued Undervalued — Undervalued Fairly Valued Fairly Valued Undervalued Undervalued Fairly Valued Undervalued Fairly Valued Fairly Valued Fairly Valued Undervalued 99.8 53.1 36.0 100.9 39.3 58.1 50.4 35.7 43.9 39.3 59.5 52.0 93.5 115.9 14.1 10.2 51.1 64.6 49.9 44.7 54.7 50.8 73.0 19.7 41.3 43.6 33.2 55.0 46.9 37.3 48.8 39.1 10.8 37.2 62.4 58.8 43.9 32.4 34.7 42.4 23.2 39.4 45.3 28.8 37.5 46.8 5.1 47.6 37.8 28.1 117.7 52.9 33.9 118.1 41.9 53.5 58.1 34.9 49.3 — 68.0 62.8 111.0 120.7 15.4 9.7 59.8 66.6 61.4 46.5 63.8 48.4 77.8 21.7 40.9 — 33.1 50.1 52.5 37.3 57.5 42.8 — 39.3 58.2 67.2 52.8 35.7 — 57.2 24.4 41.4 53.1 31.6 35.0 56.2 5.6 47.6 40.5 37.6 14.8 23.8 45.1 15.0 34.7 15.8 16.8 49.0 21.8 38.9 71.4 10.7 10.3 22.7 19.2 10.5 17.0 23.0 8.0 17.2 16.4 13.6 25.4 31.3 27.8 -38.2 21.2 10.8 20.9 48.4 12.8 -0.7 46.1 11.4 21.1 16.3 10.9 20.8 27.7 48.8 38.5 29.5 15.9 2.5 53.2 12.1 -3.9 22.8 12.7 8.8 -18.1 -14.9 -9.6 -18.2 -12.7 -21.1 -18.1 -10.1 -16.8 -5.3 -16.3 -20.2 -15.2 -18.4 -28.4 -10.7 -16.2 -18.2 -30.0 5.2 -18.3 -20.8 -19.9 -10.7 -13.3 -18.1 -14.0 -20.5 -18.4 -7.4 -20.5 -21.1 -10.0 -31.3 -21.9 -18.6 -17.9 -19.9 2.9 -2.3 -20.6 -20.3 -18.1 -19.1 -15.9 -17.3 -72.7 -17.1 -31.3 -10.5 -5.8 -4.8 5.1 -5.8 1.4 -6.0 -5.3 4.9 -3.1 16.1 17.8 -8.5 -3.4 -3.3 -21.5 -8.4 -3.6 -3.1 -1.5 -0.2 -5.6 -5.4 -5.3 -0.6 — -5.8 — -7.9 -2.8 3.9 -8.3 -11.7 -0.4 -13.3 -4.4 -5.7 -7.8 -7.0 — -1.8 0.3 -4.4 -5.3 -2.4 13.8 -5.4 — -4.7 -14.6 -2.8 2.4 2.8 1.7 2.3 0.4 1.5 2.2 3.4 1.5 1.4 3.3 2.9 3.1 1.4 3.5 1.2 1.5 1.6 1.8 0.0 2.1 1.3 1.7 1.5 1.9 0.4 2.8 2.2 1.3 3.0 3.3 4.9 5.5 6.8 0.8 2.1 3.4 2.7 8.5 0.9 1.8 0.9 2.2 4.3 2.2 2.7 2.7 6.2 6.7 2.0 19.5 23.9 31.4 19.6 23.5 24.4 20.2 33.0 19.6 41.0 39.9 21.1 18.2 23.0 36.5 19.2 18.2 23.2 26.5 46.6 19.9 24.3 24.0 22.1 — 35.1 — 25.2 19.4 29.3 21.9 22.0 32.2 39.5 24.3 20.2 20.8 24.8 — 39.2 30.4 23.8 19.6 17.1 33.5 18.6 — 26.4 38.1 16.6 -29.5 -35.2 -42.8 -29.6 -38.6 -35.6 -31.1 -44.2 -32.9 -44.9 -53.4 -28.8 -22.8 — -39.8 -27.4 -29.1 -36.5 -32.1 -52.0 -30.9 -34.3 -38.7 -38.2 -37.1 -43.2 -34.4 -32.4 -33.3 -41.0 -30.1 -30.1 -41.2 -47.4 -38.9 -31.3 -27.2 -36.7 -29.2 -45.2 -40.9 -40.6 -30.3 -22.8 -47.7 -26.1 -70.0 -37.0 -47.4 -23.0 39,051 28,832 21,374 40,175 33,767 698 20,957 15,744 32,190 41,847 33,275 28,899 88,950 2,344 30,659 14,500 49,394 2,445 44,996 7,981 30,527 812 4,768 58,227 21,815 — 25,356 658 30,297 19,475 32,082 6,591 7,400 2,797 740 22,855 31,520 4,574 — 12,410 19,295 4,982 30,908 13,107 37,579 83,809 21,575 34,419 4,188 39,964 501 844 341 501 100 2,011 3,382 780 628 27 65 676 31 400 80 336 295 401 41 31 968 601 775 86 2,155 2 945 1,388 429 154 370 101 123 99 1,267 2,977 448 551 73 101 99 494 761 36 36 101 264 487 76 54 20.1 13.7 24.7 19.8 47.5 2.5 16.4 15.9 24.9 60.9 61.4 27.6 53.8 6.4 55.8 21.4 32.7 6.4 64.8 67.6 17.5 5.7 4.6 63.1 9.5 17.6 13.7 4.0 25.9 39.2 27.1 18.9 45.3 43.6 4.9 16.2 30.5 7.9 41.8 48.3 44.8 8.6 18.4 56.8 68.8 30.9 52.6 20.2 40.5 58.3 0.09 0.34 0.72 0.09 0.20 0.20 0.07 0.20 0.20 0.74 0.63 0.20 0.17 0.25 0.22 0.52 0.18 0.20 0.22 0.55 0.15 0.20 0.20 0.22 0.20 0.91 0.11 0.25 0.10 0.50 0.18 0.40 0.73 0.11 0.25 0.20 0.10 0.25 0.48 0.63 0.52 0.25 0.07 0.22 0.50 0.20 0.95 0.11 0.48 0.22 5 12 11 7 10 21 5 20 22 24 30 22 11 29 18 4 15 23 7 13 8 23 14 9 7 — 16 32 27 14 19 51 33 10 47 7 27 38 12 42 11 34 9 4 12 13 238 15 20 4 67,964 32,461 29,730 19,484 15,146 11,641 11,579 11,439 10,076 8,909 8,767 7,915 7,913 7,241 7,005 6,031 5,386 5,304 5,216 5,120 4,698 4,526 4,152 3,725 3,724 3,680 3,627 3,608 3,526 3,394 3,308 3,224 3,153 3,112 3,054 2,829 2,690 2,612 2,504 2,433 2,390 2,374 2,362 2,238 2,227 2,214 2,155 2,115 2,104 1,986 01/93 08/01 04/03 05/00 03/99 05/00 05/01 03/05 05/00 10/04 07/00 05/00 01/98 04/95 12/98 03/96 05/00 05/00 12/98 05/06 05/00 05/00 07/01 12/98 03/07 07/06 07/07 07/00 01/04 10/01 05/00 11/03 06/00 09/04 07/00 05/00 01/04 07/01 03/07 05/00 03/96 07/01 01/04 12/98 10/01 10/00 01/07 03/05 06/00 12/98 MorningstarAdvisor.com 73
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Morningstar Advisor - October/November 2009

Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2009

Morningstar Advisor - October/November 2009
Contents
New on MorningstarAdvisor.com
Letter from the Editor
Contributors
How Do You Use Behavioral Finance in Your Practice?
Investing in the Moment
Investment Briefs
How the Best Large-Cap Managers Rise Above the Rest
Don’t Give Up on Stocks Just Yet
Makeup of the Mind
A Top-Down Approach
In Practice: Patterns of Investor Irrationality
A Call for Nudges
The Furious Comeback of Emerging Markets
Junk-Bond Pioneer
Four Picks for the Present
Consumer Staples Hold Up in the Kitchen
Familiarity Can Breed Bad Investment Decisions
Leave the ‘Junk Rally’ Behind and Look for Quality at a Reasonable Price
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
New at Morningstar
Meet the New Boss, Same (School) as the Old Boss
Morningstar Advisor - October/November 2009 - Morningstar Advisor - October/November 2009
Morningstar Advisor - October/November 2009 - Cover2
Morningstar Advisor - October/November 2009 - 1
Morningstar Advisor - October/November 2009 - 2
Morningstar Advisor - October/November 2009 - Contents
Morningstar Advisor - October/November 2009 - 4
Morningstar Advisor - October/November 2009 - 5
Morningstar Advisor - October/November 2009 - New on MorningstarAdvisor.com
Morningstar Advisor - October/November 2009 - 7
Morningstar Advisor - October/November 2009 - 8
Morningstar Advisor - October/November 2009 - Letter from the Editor
Morningstar Advisor - October/November 2009 - Contributors
Morningstar Advisor - October/November 2009 - 11
Morningstar Advisor - October/November 2009 - How Do You Use Behavioral Finance in Your Practice?
Morningstar Advisor - October/November 2009 - 13
Morningstar Advisor - October/November 2009 - 14
Morningstar Advisor - October/November 2009 - Investing in the Moment
Morningstar Advisor - October/November 2009 - 16
Morningstar Advisor - October/November 2009 - 17
Morningstar Advisor - October/November 2009 - 18
Morningstar Advisor - October/November 2009 - Investment Briefs
Morningstar Advisor - October/November 2009 - 20
Morningstar Advisor - October/November 2009 - 21
Morningstar Advisor - October/November 2009 - How the Best Large-Cap Managers Rise Above the Rest
Morningstar Advisor - October/November 2009 - 23
Morningstar Advisor - October/November 2009 - 24
Morningstar Advisor - October/November 2009 - 25
Morningstar Advisor - October/November 2009 - 26
Morningstar Advisor - October/November 2009 - Don’t Give Up on Stocks Just Yet
Morningstar Advisor - October/November 2009 - 28
Morningstar Advisor - October/November 2009 - 29
Morningstar Advisor - October/November 2009 - Makeup of the Mind
Morningstar Advisor - October/November 2009 - 31
Morningstar Advisor - October/November 2009 - A Top-Down Approach
Morningstar Advisor - October/November 2009 - 33
Morningstar Advisor - October/November 2009 - 34
Morningstar Advisor - October/November 2009 - 35
Morningstar Advisor - October/November 2009 - 36
Morningstar Advisor - October/November 2009 - 37
Morningstar Advisor - October/November 2009 - 38
Morningstar Advisor - October/November 2009 - 39
Morningstar Advisor - October/November 2009 - In Practice: Patterns of Investor Irrationality
Morningstar Advisor - October/November 2009 - 41
Morningstar Advisor - October/November 2009 - 42
Morningstar Advisor - October/November 2009 - A Call for Nudges
Morningstar Advisor - October/November 2009 - 44
Morningstar Advisor - October/November 2009 - 45
Morningstar Advisor - October/November 2009 - 46
Morningstar Advisor - October/November 2009 - 47
Morningstar Advisor - October/November 2009 - The Furious Comeback of Emerging Markets
Morningstar Advisor - October/November 2009 - 49
Morningstar Advisor - October/November 2009 - 50
Morningstar Advisor - October/November 2009 - 51
Morningstar Advisor - October/November 2009 - 52
Morningstar Advisor - October/November 2009 - 53
Morningstar Advisor - October/November 2009 - 54
Morningstar Advisor - October/November 2009 - Junk-Bond Pioneer
Morningstar Advisor - October/November 2009 - 56
Morningstar Advisor - October/November 2009 - 57
Morningstar Advisor - October/November 2009 - Four Picks for the Present
Morningstar Advisor - October/November 2009 - 59
Morningstar Advisor - October/November 2009 - 60
Morningstar Advisor - October/November 2009 - Consumer Staples Hold Up in the Kitchen
Morningstar Advisor - October/November 2009 - 62
Morningstar Advisor - October/November 2009 - 63
Morningstar Advisor - October/November 2009 - Familiarity Can Breed Bad Investment Decisions
Morningstar Advisor - October/November 2009 - 65
Morningstar Advisor - October/November 2009 - Leave the ‘Junk Rally’ Behind and Look for Quality at a Reasonable Price
Morningstar Advisor - October/November 2009 - 67
Morningstar Advisor - October/November 2009 - Mutual Fund Analyst Picks
Morningstar Advisor - October/November 2009 - 69
Morningstar Advisor - October/November 2009 - 70
Morningstar Advisor - October/November 2009 - 71
Morningstar Advisor - October/November 2009 - 50 Most Popular Equity ETFs
Morningstar Advisor - October/November 2009 - 73
Morningstar Advisor - October/November 2009 - Undervalued Stocks
Morningstar Advisor - October/November 2009 - 75
Morningstar Advisor - October/November 2009 - 76
Morningstar Advisor - October/November 2009 - 77
Morningstar Advisor - October/November 2009 - 78
Morningstar Advisor - October/November 2009 - New at Morningstar
Morningstar Advisor - October/November 2009 - Meet the New Boss, Same (School) as the Old Boss
Morningstar Advisor - October/November 2009 - Cover3
Morningstar Advisor - October/November 2009 - Cover4
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