Morningstar Advisor - April/May 2012 - (Page 72)

By the Numbers: Funds Our Favorite Mutual Funds The five-tiered Morningstar Analyst Rating scale has three positive levels—Gold, Silver, and Bronze—in addition to Neutral and Negative ratings. Morningstar reserves the top three tiers, expressed as medals, for funds its analyst team thinks have sustainable advantages that position them well versus peers and/or a relevant benchmark on a risk-adjusted basis over a full market cycle of at least five years. There are 163 mutual funds with Morningstar Analyst Ratings of Gold as of Feb. 29, 2012. 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 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 S SLASX Sequoia SEQUX Vanguard Dividend Growth Inv VDIGX Vanguard Institutional Index Instl VINIX Vanguard Tax-Managed Capital App Inst VTCIX Vanguard Tax-Managed Growth & Inc Instl VTMIX Vanguard Total Stock Mkt Idx Inv VTSMX Weitz Partners Value WPVLX American Funds AMCAP A AMCPX American Funds New Economy A ANEFX ASTON/Montag & Caldwell Growth N MCGFX Harbor Capital Appreciation Instl HACAX Jensen Quality Growth J JENSX Morgan Stanley Focus Growth B AMOBX Morgan Stanley Institutional Growth I MSEQX PRIMECAP Odyssey Growth POGRX PRIMECAP Odyssey Stock POSKX 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 * Perkins Mid Cap Value L JMIVX * T. Rowe Price Mid-Cap Value TRMCX * Vanguard Selected Value Inv VASVX Fidelity Spartan Extended Mkt Index Inv FSEMX FMI Common Stock FMIMX * Longleaf Partners Small-Cap LLSCX Osterweis OSTFX Vanguard Mid Cap Index Ins VMCIX Westport R WPFRX *Closed to new investors. Lg Value Ç Ç Ç È È É É È È È È É É È È È È È É É É É É É É É É É É É É É Ê Ê Ê Ê Î Ë Ë Ë Ë Ì Z Z Z Z Z Z X C C Z Z X X X X X Z Z X X ÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙ ÙÙ ÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙ — ÙÙÙÙÙ 5.7 10.4 8.4 4.9 9.4 7.4 9.1 7.7 11.0 10.8 12.1 8.9 8.1 5.3 9.0 9.7 9.0 9.6 8.8 10.4 13.7 6.4 13.9 7.5 13.9 14.8 9.0 6.9 10.4 8.2 7.0 8.1 8.1 8.8 9.4 8.3 11.8 7.6 8.8 8.0 11.2 10.2 7.7 -0.8 1.7 6.5 1.3 3.9 0.0 4.7 -2.1 6.1 5.6 0.4 14.4 10.3 5.1 4.9 5.0 4.5 4.2 5.5 2.9 4.5 9.6 2.3 2.2 6.1 1.2 3.1 3.5 -3.7 0.8 0.7 6.3 1.1 -1.2 3.5 1.8 6.4 3.3 -0.5 2.5 7.8 23.7 26.4 26.2 35.3 23.7 30.0 24.6 23.9 29.4 31.2 33.3 25.1 26.0 22.3 25.6 26.2 25.5 26.6 28.2 26.7 25.8 20.8 25.1 22.1 33.8 33.4 26.2 24.4 28.1 23.2 24.2 23.4 29.4 23.0 28.1 28.1 31.5 30.6 34.4 17.0 31.8 26.6 1.3 -2.2 0.6 9.3 2.1 -2.3 -0.6 3.7 -1.2 3.6 1.9 -0.3 5.7 4.6 1.6 1.9 1.6 2.0 1.0 3.0 2.6 4.9 5.0 3.4 5.2 5.8 3.4 3.0 6.3 2.6 4.0 3.9 5.3 3.9 2.6 2.2 3.6 6.7 2.2 1.5 2.8 6.7 4.4 5.0 4.8 10.9 6.5 1.7 4.8 7.3 4.6 5.2 4.8 4.7 6.5 5.9 4.2 4.9 4.2 5.0 4.4 5.3 6.3 3.4 4.5 3.5 4.2 5.5 — — 6.2 7.0 — 6.4 11.3 8.7 8.6 7.9 8.5 9.7 9.3 7.0 7.9 8.8 2.3 1.6 1.8 1.0 1.6 1.3 0.6 1.0 0.4 0.8 0.2 0.4 0.0 1.9 1.9 1.6 1.8 1.6 0.0 0.3 0.4 0.5 0.1 1.1 0.0 0.2 0.3 1.2 0.2 0.5 1.1 1.0 0.6 0.9 1.0 1.6 1.1 0.2 0.0 0.0 1.2 0.0 14.4 20.1 18.2 18.9 17.7 17.5 18.2 16.4 21.2 19.4 20.3 18.3 14.2 13.1 16.7 17.3 16.7 17.5 18.7 18.0 19.1 14.7 17.7 15.4 21.1 20.6 19.5 16.5 18.4 21.0 17.7 17.9 18.2 16.2 19.7 18.1 21.3 19.0 22.1 13.4 20.1 17.5 -26.0 -35.7 -28.3 -21.9 -33.8 -33.0 -31.5 -24.2 -47.4 -31.8 -34.7 -31.2 -23.6 -22.6 -29.6 -31.5 -29.6 -31.2 -28.7 -29.9 -32.8 -28.1 -30.5 -23.4 -44.9 -41.4 -32.2 -32.6 -37.4 -37.3 -31.2 -32.0 -35.7 -28.6 -32.4 -31.6 -37.0 -29.8 -35.5 -27.2 -38.3 -29.0 0.63 0.52 0.68 0.85 0.63 0.76 0.89 0.97 0.91 1.04 1.07 0.93 1.00 0.34 0.04 0.08 0.08 0.17 1.21 0.73 0.85 1.06 0.66 0.92 1.77 0.73 0.66 0.66 0.81 0.48 0.51 0.45 1.20 0.74 0.81 0.45 0.10 1.21 0.92 0.99 0.08 1.27 138 77 126 52 292 28 85 28 23 57 21 88 37 50 508 626 503 3,326 36 206 206 35 75 30 32 47 115 102 137 121 135 116 58 152 130 68 3,085 43 22 41 454 48 25 16 15 3 52,443 39,840 22,393 7,211 07/52 01/65 10/85 07/92 08/78 02/84 02/69 12/01 04/87 08/91 11/96 02/33 07/70 05/92 07/90 02/99 03/99 04/92 05/83 05/67 12/83 11/94 12/87 08/92 03/80 04/91 11/04 11/04 09/85 08/95 12/04 11/84 03/01 08/98 06/96 02/96 11/97 12/81 02/89 10/93 05/98 12/97 — ÙÙÙÙÙ — ÙÙÙÙÙ 28 49,139 15 1,085 8 25,295 28 5,069 24 8,776 18 5,750 16 2,803 11 6,177 3 5,525 17 9,591 5 104,391 2 3,944 6 2,455 7 184,787 42 700 28 45 63 53 7 32 26 13 24 32 9 9 8 32 66 54 25 8 26 37 39 33 9 23,197 7,207 3,622 15,119 4,058 1,648 867 2,149 1,200 2,944 7,731 4,867 29,616 7,601 13,454 8,684 4,228 6,514 1,176 3,262 1,123 29,518 492 Lg Growth Lg Blend — ÙÙÙ — ÙÙÙ — ÙÙÙ Z Z Z Z Z Z X X Z X C Z X X ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ Mid Blend Mid Value — ÙÙÙÙÙ — ÙÙÙÙÙ 72 Morningstar Advisor April/May 2012

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2012

Morningstar Advisor - April/May 2012
Contents
Contributors
Letter From the Editor
We’re Too Smart
How Do You Use Alternatives?
Taking the Lead
How to Find Economic Moats
The Beauty of Currencies
No Clarity on Bonds
Four Picks for the Present
Investment Briefs
Performance Chasing, Evaluated
Technology’s Slim Pickings
How Much Is Enough?
The Fear Bubble
Three Traits of a Successful Long-Short Equity Manager
Why Absolute-Return Funds Fail to Deliver
An Economist’s Response to Crises
Undiscovered in Plain Sight
Untangling ETF Tax- Efficiency Myths
Central Banks Driving the Gold Rush
U.S. Industrials Could Add Some Magic to Europe-Weary Portfolios
No-Hesitation Allocation Funds
Our Favorite Mutual Funds
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
The Greatest Story Ever Told

Morningstar Advisor - April/May 2012