Morningstar Advisor - August/September 2011 - (Page 70)

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 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 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 187 Analyst Picks as of June 30, 2011. Name Cat Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield % 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 Dodge & Cox Stock DODGX Fairholme FAIRX Sound Shore SSHFX T. Rowe Price Equity Income PRFDX Yacktman YACKX American Funds Fundamental Investors A ANCFX Clipper CFIMX Davis NY Venture A NYVTX FMI Large Cap FMIHX Longleaf Partners LLPFX Oakmark I OAKMX Oakmark Select I OAKLX Selected American Shares D SLADX Sequoia SEQUX Vanguard 500 Index Admiral VFIAX Vanguard Dividend Growth Inv VDIGX Vanguard Tax-Managed Capital App Adm VTCLX Vanguard Tax-Managed Growth & Inc Adm Vanguard Total Stock Mkt Idx Adm VTSAX Weitz Partners Value WPVLX WHG Large Cap Value Instl WHGLX American Funds AMCAP A AMCPX Aston/Montag & Caldwell Growth N MCGFX Harbor Capital Appreciation Instl HACAX Jensen J JENSX Morgan Stanley Focus Growth A AMOAX PRIMECAP Odyssey Growth POGRX T. Rowe Price New America Growth PRWAX Vanguard Capital Opportunity Inv VHCOX * Vanguard PRIMECAP Core Inv VPCCX * Vanguard PRIMECAP Inv VPMCX * Artisan Mid Cap Value Investor ARTQX * Longleaf Partners Small-Cap LLSCX * Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX * Vanguard Selected Value Inv VASVX Ariel Appreciation CAAPX Fidelity Spartan Extended Mkt Index Inv FSEMX Osterweis OSTFX Vanguard Mid Cap Index Adm VIMAX Weitz Hickory WEHIX *Closed to new investors. Lg Value Ç È Ç Ç Ç È È È É È È È È É É È È È È È È Ç É É É É É É É É É É Ê Ë Ë Ê Ê Ì Ë È Ë Ë Z Z ÙÙÙ ÙÙÙ — ÙÙÙÙ — ÙÙÙ Z Z Z Z X C C Z X Z X X X X Z C X ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙ ÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ — ÙÙÙÙÙ 8.1 6.3 -9.4 3.6 4.6 8.5 6.1 8.1 2.4 6.7 10.2 6.7 8.8 2.7 11.6 6.0 8.2 6.5 6.0 6.3 7.0 6.1 6.2 4.7 8.4 6.1 8.4 7.6 5.9 3.6 6.2 5.5 10.4 13.7 5.0 5.8 6.9 8.1 7.1 4.5 8.1 8.7 31.5 3.6 31.0 2.2 12.9 5.7 27.6 0.9 27.8 4.0 27.8 18.4 31.1 1.7 28.9 3.1 24.2 1.0 25.4 6.3 32.0 2.4 26.7 9.6 27.9 11.7 24.9 1.5 28.2 7.7 30.7 3.4 29.5 5.6 32.3 3.7 30.6 3.3 32.6 4.3 28.7 11.0 30.1 0.1 30.3 25.5 35.5 27.4 45.8 30.5 37.2 29.7 32.1 33.0 33.6 40.3 25.2 28.8 30.9 7.0 2.0 5.8 7.0 7.1 7.8 7.0 4.0 6.5 3.8 8.3 9.5 5.9 8.8 9.3 2.6 0.1 6.0 2.2 2.6 10.7 3.9 -0.4 1.3 5.5 1.8 5.2 2.8 1.8 5.5 3.0 6.0 3.4 2.9 3.6 3.3 2.7 4.0 5.3 5.7 5.6 7.8 5.8 7.6 5.5 5.9 5.5 7.5 7.3 6.3 6.4 5.3 6.7 5.9 4.8 5.1 4.0 3.7 5.2 10.2 4.4 4.5 12.1 5.6 2.3 3.7 — 5.0 4.7 4.7 — 6.1 2.7 3.6 — — 3.8 3.2 — 3.8 2.4 2.8 4.3 3.9 — 4.1 5.8 — 5.4 10.5 9.5 8.7 9.8 7.9 7.0 7.4 5.7 — 4.4 2.3 1.3 1.1 0.6 1.8 0.8 1.5 0.9 1.1 0.8 0.4 0.6 0.2 1.4 0.2 1.8 1.9 1.4 1.8 1.8 0.0 0.9 0.4 0.5 0.2 1.0 0.0 0.1 0.2 0.4 1.0 0.9 0.7 0.4 0.7 1.6 1.5 0.0 1.0 0.9 1.1 0.0 19.5 25.4 26.3 21.9 23.1 23.3 22.0 24.0 22.9 19.5 29.1 24.4 25.5 23.2 18.5 21.2 17.2 21.8 21.2 22.0 22.1 19.4 21.7 19.1 20.2 19.0 27.5 22.9 23.3 25.0 21.3 21.6 24.8 28.0 19.8 23.9 22.5 31.0 25.6 15.5 25.5 23.6 -26.0 -35.7 -34.2 -35.3 -28.3 -21.9 -33.8 -33.0 -31.5 -24.2 -47.4 -31.8 -34.7 -31.1 -23.6 -29.6 -22.6 -31.5 -29.6 -31.1 -28.7 -24.5 -29.9 -28.1 -30.5 -23.4 -44.8 -32.2 -37.4 -37.3 -31.2 -32.0 -35.7 -35.5 -28.6 -32.4 -31.6 -39.4 -37.0 -27.2 -38.3 -34.0 0.63 0.52 1.00 0.94 0.68 0.85 0.64 0.76 0.89 0.97 0.91 1.11 1.08 0.60 1.00 0.06 0.34 0.12 0.12 0.06 1.21 1.00 0.73 1.08 0.68 0.92 1.02 0.68 0.83 0.48 0.51 0.45 1.21 0.93 1.03 0.81 0.47 1.18 0.10 0.99 0.12 1.27 151 85 72 42 122 57 244 28 89 28 25 58 22 86 33 514 47 635 506 3,383 44 54 174 33 70 29 31 120 130 116 138 114 58 23 164 135 67 38 3,098 44 457 46 25 12 89 64 12 10 53,855 43,848 14,688 1,965 23,134 5,388 07/52 01/65 12/99 05/85 10/85 07/92 08/78 02/84 02/69 12/01 04/87 08/91 11/96 05/04 07/70 11/00 05/92 11/01 11/01 11/00 05/83 06/06 05/67 11/94 12/87 08/92 07/97 11/04 09/85 08/95 12/04 11/84 03/01 02/89 08/98 06/96 02/96 12/89 11/97 10/93 11/01 04/93 — ÙÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙ 32 54,164 3 1,202 13 31,257 20 4,470 37 9,577 24 4,266 25 2,697 9 7,200 23 4,385 5 108,035 17 5,868 7 3,897 6 2,436 5 167,876 42 710 57 242 28 57 68 12 44 5 60 8 8 5 38 17 66 46 22 41 8 39 16 67 23,859 3,317 11,976 4,146 1,781 1,986 1,937 8,582 5,276 31,233 7,441 3,389 15,242 9,822 4,307 1,531 6,319 1,481 29,403 343 Lg Growth Lg Blend — ÙÙÙÙÙ — ÙÙÙ Z Z Z Z Z X Z X Z X C X X X ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ Mid Value Mid Blend — ÙÙÙ 40.8 12.4 39.2 7.9 22.1 4.9 38.7 6.4 35.3 13.5 70 Morningstar Advisor August/September 2011

Table of Contents for the Digital Edition of Morningstar Advisor - August/September 2011

Morningstar Advisor - August/September 2011
Contents
Contributors
Letter From the Editor
Simplicity and Design Matter
Do You Use ETFs Strategically or Tactically?
The Institutional Way
How to Analyze an ETF
Eyeing ETFs’ Next Chapter
Small-Cap/Large-Cap Flip-Flop?
Four Picks for the Present
Investment Briefs
Morningstar Investment Conference
Pitfalls of Peer Groups
A REIT Recovery, With a Catch
Turning Fund Distribution on Its Head
Here Come ETF Managed Portfolios
Circle These Picks Amid the Crop of New ETFs
ETF Analyst Favorites
Beware, the Accidental Portfolio Manager
It’s the Destination, Not the Vehicle
New Growth, Rooted in Experience
Better Ways to Look at ETFs
How to Better Manage Your Clients’ Future(s)
More Bargain Than Bubble
Cheap, Local, and On a Roll
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
First-Quarter Assets Hit an All-Time High
You Say You Want a Revolution?

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