October/November 2009 Departments New on MorningstarAdvisor.com Letter from the Editor 22 Gray Matters Investments á la Carte 58 By the Numbers 68 10 Contributors On Topic 12 How the Best LargeCap Managers Rise Above the Rest Attribution analysis reveals the stocks and sectors that drive (or hold back) mutual funds’ returns. Four Picks for the Present Our analysts pick a stock, a mutual fund, an ETF, and a separate account. Sector Rap Mutual Fund Analyst Picks 50 Most Popular Equity ETFs Undervalued Stocks In the Loop How Do You Use Behavioral Finance in Your Practice? Advisor Profile Don’t Give Up on Stocks Just Yet Bonds have had a good run for 40 years, but it’s unlikely they’ll maintain their pace relative to stocks. Consumer Staples Hold Up in the Kitchen As Americans eat more meals at home, packaged food and beverage companies benefit. Screens New at Morningstar Phillips Curve Investing in the Moment A clear view of the present is the only thing that Richard Bregman thinks can guide his investment decisions. Familiarity Can Breed Bad Investment Decisions Leave the ‘Junk Rally’ Behind and Look for Quality at a Reasonable Price Meet the New Boss, Same (School) as the Old Boss 19 Investment Briefs