Morningstar Advisor - December 2010/January 2011 - (Page 72)

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 191 Analyst Picks as of Oct. 31, 2010. 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 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 Selected American Shares D SLADX Selected American Shares S SLASX Sequoia SEQUX Vanguard 500 Index Admiral VFIAX Vanguard Dividend Growth Inv VDIGX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Growth & Inc VTGIX Vanguard Total Stock Mkt Idx Adm VTSAX WHG Large Cap Value Instl WHGLX American Funds AMCAP A AMCPX Aston/Montag & Caldwell Growth N MCGFX 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 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 Schneider Value SCMLX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX Ariel Appreciation CAAPX Fidelity Spartan Extended Mkt Index Inv FSEMX Lg Value Ç Ç Ç Ë È È È Ç È È È È È È È È È È È É É X Z Z X Z Z Z — — X X X Z Z X X X X X Z C ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙÙ Ù ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ È —— 7.6 6.4 4.6 6.6 19.6 7.3 6.5 4.1 13.0 5.1 11.1 7.4 9.3 4.8 4.6 15.8 7.8 6.0 8.2 7.7 9.1 5.3 7.0 2.1 6.8 5.3 6.1 10.0 4.8 9.1 3.6 8.1 6.7 7.8 10.4 7.1 5.5 7.7 11.2 10.5 16.2 16.3 14.5 10.5 14.6 26.0 -6.8 -9.1 -6.8 -6.4 -3.0 1.7 -0.3 0.9 1.9 2.5 4.4 -2.7 0.7 8.9 4.6 0.6 4.2 1.9 1.2 0.9 3.6 1.7 4.9 2.0 1.7 2.4 — 2.6 3.6 4.7 2.6 3.9 5.3 0.9 5.3 5.1 5.2 5.1 5.6 4.0 5.7 -3.0 5.9 4.1 3.8 4.6 3.0 5.6 3.7 3.9 3.3 3.6 2.1 1.9 11.8 — 5.5 6.0 6.0 — 1.9 5.7 — 1.7 -0.2 0.0 — — 2.2 0.3 5.4 -1.3 2.2 — — 1.0 3.9 — 3.0 — 8.7 10.1 — 10.0 8.3 7.0 3.9 2.4 1.2 0.7 2.0 0.0 1.4 0.8 0.7 0.8 1.0 0.0 0.6 0.3 1.0 0.7 0.0 2.1 2.0 1.4 1.9 1.9 0.8 0.5 0.3 2.2 0.2 1.0 0.2 0.6 0.0 0.3 0.7 0.7 0.3 0.0 0.2 2.0 0.9 1.4 0.1 1.0 20.2 26.2 21.9 23.6 23.8 22.5 25.5 23.6 26.9 19.9 29.8 25.4 27.5 23.9 23.9 19.4 21.9 17.7 22.5 21.9 22.7 19.8 22.6 20.5 18.4 21.3 19.5 23.6 23.7 24.3 25.9 21.8 22.0 25.4 29.3 20.2 32.6 24.4 23.5 31.5 26.3 -26.0 -35.7 -35.3 -28.3 -28.7 -33.8 -33.0 -31.5 -34.2 -24.2 -47.4 -31.8 -34.7 -31.1 -31.2 -23.6 -29.6 -22.6 -31.5 -29.7 -31.1 -24.5 -29.9 -28.1 -27.9 -30.5 -23.4 -32.2 -35.3 -37.4 -37.3 -31.2 -32.0 -35.7 -35.5 -28.6 -45.2 -32.4 -31.6 -39.4 -37.0 0.70 0.52 0.94 0.72 1.21 0.69 0.80 0.89 1.00 0.97 0.91 1.23 1.19 0.61 0.94 1.01 0.07 0.38 0.21 0.21 0.07 1.00 0.78 1.11 1.12 0.69 0.92 0.71 0.84 0.89 0.50 0.54 0.49 1.21 0.95 1.03 0.88 0.84 0.47 1.25 0.10 133 84 41 119 46 243 25 94 66 28 24 57 22 86 86 38 506 49 633 504 3,423 55 187 33 102 68 29 117 71 107 112 141 113 56 21 163 40 131 73 39 3,064 22 18 97 14 30 49,152 41,481 1,854 18,067 621 07/52 01/65 05/85 10/85 05/83 08/78 02/84 02/69 12/99 12/01 04/87 08/91 11/96 05/04 02/33 07/70 11/00 05/92 09/94 09/94 11/00 06/06 05/67 11/94 09/88 12/87 08/92 11/04 05/04 09/85 08/95 12/04 11/84 03/01 02/89 08/98 09/02 06/96 02/96 12/89 11/97 É —— Ç — 16.5 -6.0 12.9 -10.6 12.9 -7.7 24.4 1.1 12.8 -1.4 21.7 -8.8 17.7 -1.1 20.4 -2.6 13.3 -7.0 12.9 -7.3 19.3 -2.0 16.5 -6.4 13.9 -2.1 17.3 -6.1 16.4 -6.5 18.6 -5.6 13.2 -7.9 16.6 10.2 12.3 14.9 16.3 21.0 14.5 19.6 18.6 18.7 18.7 -4.0 -4.4 -1.3 -3.3 -1.5 -1.8 -8.1 -1.6 -4.5 -1.1 -2.3 30 47,067 15 1,131 13 32,010 71 16,684 32 3,391 29 8,169 62 3,564 34 2,483 11 7,102 11 7,102 15 3,236 12 96,889 24 4,053 26 3,514 38 2,203 5 144,557 89 220 29 35 66 72 12 12 24 68 12 5 4 54 13 66 79 58 30 44 26 20,510 3,046 3,917 10,231 3,158 1,451 86 1,017 8,188 4,766 29,045 5,910 2,640 12,745 96 8,579 3,639 1,386 4,513 Lg Growth Lg Blend 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 — 18.5 1.2 24.6 -5.8 13.8 -0.8 13.8 -14.8 18.7 -0.6 21.7 -2.4 26.8 29.0 -0.2 -2.8 Mid Blend *Closed to new investors. 72 Morningstar Advisor December/January 2011

Table of Contents for the Digital Edition of Morningstar Advisor - December 2010/January 2011

Morningstar Advisor - December 2010/january 2011
Contents
New on morningstaradvisor.com
Contributors
Letter From the Editor
What Strategies Do You Use to Help Retirees Hedge Against Longevity Risk?
Investment Briefs
Four Picks for the Present
Scaring the Swiss
Tech Is the Apple of Managers’ Eyes
How to Read an Sec Filing
A Strategy That Loves Performance Chasers
Things Fall Apart, Even in Industrials
A Future in Questions, Not Answers
Research Over Chocolates
Creating Portfolios That Confront Retirement’s Risks
Building in-Retirement Portfolios to Last
On the Lookout for Guaranteed Income Streams
What Fires Up Mairs & Power
All Aboard!
Aiming at Alternatives
Stuff Your Stocking with Out-of-Favor Bargains
Stable, High Yields (No Bonds Included)
Mutural Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks with Wide Moats
Twelve Bee, Huh?

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