Morningstar Advisor - August/September 2010 - 68

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 favorites for each category. Analysts make
Name Cat

their selections on a variety 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
Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield %

strong stewardship. Because we recognize that different funds come with different risks, each category may contain picks that are vastly different from each other. There were 194 Analyst Picks as of June 30, 2010.
Std Dev 3 Yr % Worst 3-Mo Ret % Exp Ratio # of TurnHold- over ings % Total Assets ($Mil) Incep Date

American Funds Washington Mutual A AWSHX Columbia Value & Restructuring Z UMBIX Dodge & Cox Stock DODGX Sound Shore SSHFX T. Rowe Price Equity Income PRFDX Weitz Partners Value WPVLX American Funds Fundamental Investors A ANCFX Clipper CFIMX Davis NY Venture A NYVTX Fairholme FAIRX FMI Large Cap FMIHX Longleaf Partners LLPFX Oakmark I OAKMX Oakmark Select I OAKLX Schwab S&P 500 Index Inv SWPIX Schwab Total Stock Market Index Inv SWTIX Selected American Shares D SLADX Selected American Shares S SLASX Sequoia SEQUX Vanguard Dividend Growth VDIGX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Growth & Inc VTGIX WHG Large Cap Value Instl WHGLX American Funds AMCAP A AMCPX Aston/Montag & Caldwell Growth N MCGFX Brandywine Blue BLUEX Calamos Growth & Income A CVTRX Harbor Capital Appreciation Instl HACAX Jensen J JENSX PRIMECAP Odyssey Growth POGRX Selected Special Shares D SLSDX T. Rowe Price New America Growth PRWAX Vanguard Capital Opportunity Invs VHCOX * Vanguard PRIMECAP VPMCX * Vanguard PRIMECAP Core VPCCX * Artisan Mid Cap Value Investor ARTQX * Longleaf Partners Small-Cap LLSCX * Perkins Mid Cap Value T JMCVX Schneider Value SCMLX T. Rowe Price Mid-Cap Value TRMCX * Vanguard Selected Value VASVX Ariel Appreciation CAAPX Fidelity Spartan Extended Mkt Index Inv FSEMX *Closed to new investors.

Lg Value

Ç Ç Ç Ë È Ç È Ç È È È È È È È È É È È È É É

X Z Z X Z Z Z — — X X X — — Z Z — X X X Z C

ÙÙÙ ÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ — — ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙÙ Ù ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ

Ç — Ç —

-6.8 -10.5 -7.9 -8.9 -5.7 6.1

13.1 16.5 15.3 7.8 17.2 24.8

-10.5 -12.3 -13.8 -10.6 -10.1 -9.2

-1.2 -1.1 -2.4 -0.8 -0.4 -0.8 2.2 -4.8 -0.8 6.7 3.3 -1.1 1.1 -0.8 0.4 1.2 -0.4 -0.7 2.2 2.6 -0.5 -0.9 — 0.1 1.8 -3.7 3.0 0.8 1.2 3.3 -1.7 1.9 2.7 2.6 2.8 2.9 2.0 3.9 -5.2 3.5 0.9 0.0 1.8

2.5 3.0 5.0 3.9 3.8 3.1 2.2 3.1 0.9 12.5 — 4.9 5.8 6.2 -1.0 0.1 — 0.8 6.1 1.4 -2.0 -1.6 — 1.2 -1.6 -1.5 4.5 -3.8 1.5 — — -0.8 1.9 0.6 — — 8.0 10.0 — 9.8 8.4 6.2 1.7

2.9 1.2 1.3 0.8 1.9 0.0 1.6 0.9 0.7 0.9 1.3 0.0 0.7 0.3 — — 1.1 0.8 0.0 2.3 1.6 2.1 1.0 0.5 0.4 0.3 2.2 0.3 1.1 0.2 0.7 0.0 0.4 0.8 0.8 0.4 0.0 0.2 2.3 1.1 1.6 0.1 1.2

19.1 28.7 24.7 20.7 22.6 22.3 21.5 24.8 22.8 26.5 18.9 29.1 24.4 26.5 19.5 19.8 23.1 23.1 18.9 16.7 21.3 20.7 18.6 21.2 20.1 21.4 18.0 20.0 18.2 21.9 22.7 23.2 24.4 20.7 20.4 24.7 28.2 19.5 31.5 23.5 22.3 29.9 25.0

-26.0 -44.9 -35.7 -35.3 -28.3 -28.7 -33.8 -33.0 -31.5 -34.2 -24.2 -47.4 -31.8 -34.7 -29.4 -30.7 -31.1 -31.2 -23.6 -22.6 -31.5 -29.7 -24.5 -29.9 -28.1 -35.2 -27.9 -30.5 -23.4 -32.2 -35.3 -37.4 -37.3 -32.0 -31.2 -35.7 -35.5 -28.6 -45.2 -32.4 -31.6 -39.4 -37.0

0.70 0.89 0.52 0.94 0.72 1.21 0.69 0.80 0.92 1.00 0.97 0.91 1.23 1.19 0.36 0.53 0.61 0.94 1.01 0.38 0.21 0.21 1.00 0.78 1.11 1.16 1.12 0.69 0.86 0.71 0.84 0.89 0.50 0.49 0.54 1.21 0.95 1.11 0.88 0.84 0.47 1.25 0.10

131 62 89 42 120 40 254 25 96 70 26 22 56 22 503 2,273 90 90 32 50 619 504 56 191 33 49 107 66 28 116 69 112 113 113 137 59 20 159 42 136 67 41 3,081

22 6 18 97 14 30 30 15 15 71 32 29 62 34 3 5 11 11 15 24 26 38 89 29 35 261 66 72 24 12 24 68 12 4 5 54 13 88 107 58 30 44 26

46,416 5,891 37,018 1,706 17,557 572 43,389 1,085 29,931 14,071 2,685 8,189 3,200 2,275 8,768 1,263 7,038 7,038 3,002 3,250 3,069 1,948 183 19,422 2,732 1,949 3,737 8,468 2,589 1,108 76 924 7,378 25,288 4,195 5,568 2,646 12,180 107 8,267 3,184 1,266 3,751

07/52 12/92 01/65 05/85 10/85 05/83 08/78 02/84 02/69 12/99 12/01 04/87 08/91 11/96 05/96 06/99 05/04 02/33 07/70 05/92 09/94 09/94 06/06 05/67 11/94 01/91 09/88 12/87 08/92 11/04 05/04 09/85 08/95 11/84 12/04 03/01 02/89 08/98 09/02 06/96 02/96 12/89 11/97

Ç —

-7.6 12.8 -8.8 -3.8 23.4 -13.3 -7.5 14.8 -10.6 0.7 20.5 0.3 -5.2 17.0 -4.7 -1.6 21.9 -12.4 -5.6 22.7 -5.8 -3.7 24.6 -8.6 14.8 -18.1 -5.9 16.2 -18.1 -5.3 -7.2 15.8 -10.0 -7.4 15.5 -10.3 4.0 17.5 -3.6 -6.9 11.8 -5.5 -6.7 14.5 -9.6 -6.7 14.3 -9.9 -8.6 7.8 -10.1 -7.1 -9.7 -8.2 -5.6 -10.6 -6.9 -4.9 -9.2 -7.9 -11.3 -10.5 -7.7 -5.5 -0.8 -3.7 -5.3 -4.3 -2.5 -8.2 -1.1 14.8 -7.1 7.8 -3.8 4.4 -14.5 14.5 -2.6 10.6 -5.2 14.9 -4.1 19.1 -4.9 12.2 -12.2 12.1 -4.0 12.4 -6.5 11.5 -5.9 14.8 -5.2 18.3 -4.9 32.0 -8.3 16.3 -3.8 19.0 -19.5 23.0 -5.7 24.1 -7.8 30.8 24.2 -7.3 -7.2

Lg Growth

Lg Blend

É — É — É — É Ì É É É É É Ë Ë Ê Ê Ë Î — Z Z Z Z Z Z Z X Z X — X

Mid Value

Ê —

Ç —

Mid Blend

68 Morningstar Advisor August/September 2010
Morningstar Advisor - August/September 2010

Table of Contents for the Digital Edition of Morningstar Advisor - August/September 2010
