Morningstar Advisor - December 2010/January 2011 - (Page 77)

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 Undervalued — — Undervalued Undervalued Fairly Valued Undervalued — — Undervalued Fairly Valued Undervalued — Fairly Valued Undervalued Fairly Valued Fairly Valued Fairly Valued — — Fairly Valued Undervalued Fairly Valued Fairly Valued Fairly Valued Undervalued — Undervalued — Fairly Valued — — Fairly Valued Fairly Valued — — Undervalued Undervalued Undervalued — Undervalued Fairly Valued Fairly Valued Fairly Valued — Undervalued Fairly Valued Fairly Valued Fairly Valued Fairly Valued 113.0 46.1 46.9 55.1 113.4 47.1 57.6 70.3 77.0 50.2 141.5 58.9 45.0 77.9 107.1 50.2 52.2 55.9 47.0 61.6 14.9 62.3 22.4 46.3 88.0 58.2 35.9 53.6 64.4 49.0 66.0 45.6 31.1 27.0 10.0 54.4 48.7 54.3 48.0 78.2 27.2 44.9 52.8 39.9 13.9 66.6 64.4 108.4 31.0 47.8 131.2 — — 63.4 131.6 49.7 65.2 — — 54.9 141.1 70.0 — 77.7 121.1 48.3 46.8 65.6 — — 18.8 71.2 24.8 47.8 90.0 64.1 — 59.0 — 51.5 — — 32.9 28.4 — — 58.6 66.2 53.4 — 30.3 45.3 47.4 41.5 — 75.2 64.9 127.9 34.4 47.7 7.7 11.4 14.0 4.7 7.8 14.6 9.1 13.5 3.4 9.2 15.1 7.4 5.6 15.2 8.8 24.1 25.3 5.3 7.9 13.2 1.9 8.3 7.4 12.5 15.1 8.7 5.5 9.9 11.9 13.4 15.2 10.7 5.3 10.5 4.8 13.7 6.7 6.7 8.6 15.0 10.7 10.8 22.9 15.1 6.0 8.7 15.0 — 17.2 15.0 16.4 22.3 25.0 8.3 16.5 28.1 18.6 26.4 14.7 19.4 27.1 15.5 5.6 27.4 17.4 35.3 43.5 8.9 14.1 26.1 4.7 17.5 19.4 22.6 27.4 17.4 9.9 20.2 24.2 21.5 28.4 15.6 16.4 22.3 4.3 24.0 14.5 15.4 15.7 28.6 14.5 23.5 41.0 27.1 19.3 18.1 28.3 — 29.6 27.7 -6.5 -3.8 -4.6 -9.6 -6.5 -1.3 -5.6 -3.9 -0.2 -4.1 -1.7 -8.5 -12.6 -1.5 -4.6 5.0 -4.1 -6.7 -7.9 -3.5 -22.4 -6.2 -3.8 -7.6 -3.5 -3.5 -9.4 -3.5 -4.1 -0.6 -2.4 -4.7 -5.7 -5.1 -9.8 -8.4 -8.4 -9.7 -2.5 -3.8 3.0 2.0 -5.9 -3.8 -4.4 -6.0 -3.7 — -5.4 -3.7 1.9 1.3 1.2 2.4 1.9 0.6 1.9 1.1 3.4 1.3 1.0 2.1 1.5 1.2 2.4 0.2 3.4 1.7 1.8 0.9 1.0 1.7 1.3 3.5 1.5 1.4 2.3 1.2 1.6 3.3 1.0 3.0 4.0 1.5 1.6 0.7 2.6 2.2 2.0 0.6 2.6 2.3 3.4 2.0 1.5 1.7 1.0 — 1.8 0.8 21.8 32.3 33.5 25.9 21.9 26.4 22.7 28.0 40.3 22.2 25.9 23.1 35.5 26.0 19.9 48.0 40.4 27.6 28.4 27.6 37.7 22.3 24.9 23.7 26.6 21.0 27.0 22.3 28.6 23.4 28.8 30.9 17.1 31.4 20.0 40.6 22.6 23.8 18.5 27.9 14.3 34.6 39.0 27.3 34.0 22.7 26.4 — 28.4 26.5 -29.5 -42.8 -44.2 -35.2 -29.6 -38.6 -31.1 -35.6 -53.4 -32.9 -36.5 -28.8 -44.9 -36.5 -22.8 -52.0 -47.4 -32.1 -37.1 -34.3 -39.8 -30.9 -38.2 -30.1 -38.7 -29.1 -34.4 -33.3 -32.4 -25.6 -37.0 -41.0 -22.8 -40.9 -27.4 -45.2 -27.2 -30.1 -21.9 -38.9 -17.6 -47.7 -47.4 -36.7 -41.2 -31.3 -38.3 — -33.7 -40.6 45,869 18,699 15,648 29,484 45,884 43,514 21,970 898 26,905 37,145 2,983 31,354 81,478 3,095 100,185 15,080 4,578 49,688 21,184 970 40,769 34,176 71,670 8,923 6,157 49,722 24,874 31,358 814 8,263 1,129 23,147 13,890 21,826 14,206 14,357 34,921 42,217 36,110 984 52,019 37,646 6,205 5,936 9,101 25,666 4,729 18,500 29,985 6,412 501 723 827 942 501 100 3,423 1,982 77 627 400 669 27 401 31 32 100 40 2,200 601 82 979 86 101 786 308 943 429 1,295 51 1,758 153 35 99 326 102 423 350 143 1,271 42 35 77 542 121 2,958 459 14 58 493 18.8 16.1 13.0 12.5 18.8 46.7 15.5 2.6 62.2 25.6 7.1 23.9 60.7 7.2 54.6 74.9 43.7 64.4 8.3 5.5 53.7 16.5 61.7 19.9 4.4 29.0 12.7 26.2 4.3 31.2 2.7 39.6 55.1 40.5 21.3 45.2 29.3 25.7 39.8 5.0 65.7 66.5 41.8 7.3 45.2 15.2 5.2 91.8 49.7 8.6 0.09 0.72 0.27 0.35 0.09 0.20 0.07 0.20 0.65 0.20 0.25 0.20 0.72 0.20 0.17 0.54 0.13 0.22 0.25 0.20 0.22 0.15 0.22 0.40 0.20 0.18 0.15 0.14 0.25 0.35 0.14 0.50 0.22 0.55 0.56 0.65 0.14 0.18 0.23 0.25 0.22 0.50 0.47 0.25 0.82 0.20 0.14 — 0.22 0.25 7 14 12 5 7 8 5 22 13 19 25 24 23 15 5 12 16 24 9 15 17 6 7 25 13 33 9 29 38 44 14 7 10 6 5 14 31 40 20 36 14 11 17 27 9 6 21 — 10 28 83,646 49,223 41,634 36,452 23,319 23,279 15,542 13,977 11,939 11,588 10,798 8,999 8,772 8,234 7,997 7,392 7,011 6,703 6,353 6,088 5,955 5,924 5,693 5,605 5,547 5,479 5,068 4,701 4,484 4,377 4,336 4,290 4,147 3,994 3,951 3,934 3,904 3,848 3,837 3,474 3,257 3,042 3,039 2,973 2,965 2,951 2,947 2,939 2,915 2,899 01/93 04/03 03/05 08/01 05/00 03/99 05/01 05/00 07/00 05/00 05/95 05/00 10/04 05/00 01/98 05/06 09/04 12/98 03/07 05/00 12/98 05/00 12/98 11/03 07/01 05/00 07/07 01/04 07/00 11/05 01/04 10/01 12/98 03/96 03/96 05/00 01/04 05/00 04/06 07/00 12/98 10/01 06/00 07/01 06/00 05/00 01/04 02/01 12/98 07/01 MorningstarAdvisor.com 77 http://www.MorningstarAdvisor.com

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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