Morningstar Advisor - June/July 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 for funds its analyst team thinks have sustainable advantages that position them well versus peers on a risk-adjusted basis over a full market cycle of at least five Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield % years. There are 169 mutual funds with Morningstar Analyst Ratings of Gold as of April 30, 2012. Name Cat Std Dev 3 Yr % Worst 3-Mo Ret % Exp Ratio # of TurnHold- over ings % Total Assets ($Mil) Incep Date American Funds American Mutual A AMRMX 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 È È Ç È É É É È È È È É É È È È È È È É É É É É É É É É É É É É Ê Ê Ê Ê Ï Ë Ë È Ë Ì Z Z Z Z Z Z Z X C C Z Z Z Z Z Z X Z Z X X ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙ ÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙ ÙÙÙ ÙÙÙÙ — ÙÙÙÙÙ 8.0 8.4 11.9 10.3 6.4 11.1 8.8 10.7 10.8 11.0 14.1 16.1 10.5 11.2 7.7 11.9 12.4 11.9 12.2 9.5 12.8 16.2 10.4 18.5 9.7 17.3 18.9 11.0 8.1 10.8 8.9 7.6 8.9 8.1 8.4 10.8 8.5 13.5 9.6 8.9 8.7 12.8 11.0 4.7 5.8 -2.4 1.2 4.2 -0.7 2.0 -1.9 3.8 -2.7 6.1 6.1 -1.6 10.9 8.4 4.7 4.0 4.7 3.4 2.7 4.6 1.0 6.9 9.5 0.3 -1.2 2.9 -3.0 1.0 1.5 -5.7 -2.2 -1.8 1.5 -3.2 -2.7 -0.4 -1.7 4.6 -1.0 -4.7 -0.6 3.5 17.5 18.7 17.9 18.1 21.9 17.5 19.6 16.0 16.5 18.5 21.4 23.9 16.3 18.4 18.1 19.5 19.8 19.4 20.0 18.8 18.6 17.8 15.7 20.2 16.3 24.1 24.0 18.6 17.4 19.4 14.4 16.8 16.4 19.1 15.6 18.6 20.4 22.7 20.8 22.4 13.9 23.1 20.3 1.7 0.6 -2.9 -0.2 8.5 1.2 -2.6 -1.3 3.4 -1.8 3.2 1.7 -1.0 5.8 4.0 1.0 1.4 1.0 1.5 0.6 2.7 2.1 4.7 5.2 3.0 4.7 5.5 2.9 2.2 5.4 2.1 3.0 3.1 4.2 3.0 2.1 1.6 3.2 6.2 1.3 1.1 2.2 6.0 5.2 4.5 5.0 4.9 10.6 6.6 1.5 4.7 7.8 4.1 5.3 5.0 4.7 6.3 5.7 4.7 5.3 4.7 5.4 4.6 5.4 6.3 4.0 5.4 4.0 4.5 6.3 — — 6.4 7.7 — 6.8 10.6 8.1 8.1 7.0 8.0 9.3 8.2 6.5 7.4 8.6 2.4 2.3 1.7 1.9 1.0 1.6 1.3 0.5 1.0 0.4 0.7 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 1.0 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 12.5 13.5 18.3 16.3 13.3 16.6 14.3 16.0 14.4 18.2 16.7 18.1 16.0 11.6 12.5 15.6 16.2 15.6 16.3 16.1 16.1 17.3 13.5 16.9 14.4 18.9 18.4 18.1 15.1 16.9 19.3 16.4 16.7 15.3 14.9 17.2 17.0 19.7 16.3 19.1 13.0 18.5 16.6 -24.9 -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 0.62 0.63 0.52 0.68 0.80 0.63 0.75 0.89 0.97 0.91 1.04 1.07 0.94 1.00 0.31 0.04 0.08 0.08 0.17 1.20 0.73 0.85 1.06 0.66 0.92 1.71 0.71 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 1.25 216 160 76 129 51 287 28 91 30 23 57 21 88 39 50 508 626 503 3,326 36 223 195 37 74 30 36 47 117 104 139 121 135 116 57 157 125 68 3,077 44 22 42 454 49 23 25 16 15 3 21,552 55,100 40,054 23,737 7,619 02/50 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 51,543 15 1,090 8 24,475 28 5,372 24 8,632 18 6,050 16 3,156 11 6,148 3 5,716 13 10,346 5 111,246 2 4,017 6 2,510 5 191,238 31 698 31 45 63 53 7 32 26 13 24 32 9 9 8 32 66 54 25 11 26 37 39 22 9 24,818 7,694 3,738 16,323 4,060 1,702 882 2,171 1,309 3,388 7,628 4,828 29,626 8,198 13,682 9,114 4,245 6,707 1,195 3,232 1,072 30,671 517 Lg Growth Lg Blend — ÙÙÙ — ÙÙÙ — ÙÙÙÙ Z Z Z Z Z Z X X Z Z C Z X Z ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ Mid Blend Mid Value — ÙÙÙÙÙ — ÙÙÙÙÙ 72 Morningstar Advisor June/July 2012

Table of Contents for the Digital Edition of Morningstar Advisor - June/July 2012

Morningstar Advisor - June/July 2012
Contributors
Letter From the Editor
Be Worth Remarking About
How Important Is Stewardship?
From West Point to Points East
Where a Fund’s Secrets Lie
Getting Fund Directors on Board
Managers Prep for Housing Rebound
Four Picks for the Present
Investment Briefs
A Hedge Against Career Risk
Natural Gas Reaches Capitulation
Family Matters
How Good Stewardship Predicts Superior Performance
Stewardship Goes Back to the Fundamentals
On the Go for Fixed Income
Where Shareholders Ride First Class
Dangers Lurk in Exchange-Traded Notes
Stocks on Sale in a Strong Market
A Good Steward Is Easy to Find
Our Favorite Mutual Funds
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
Buffett Rule’s Biggest Losers

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