Morningstar Advisor - April/May 2010 - 68

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 a handful of favorites for each category. Analysts make their selections on a variety
Name Cat

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,
Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield %

each category may contain an assortment of picks that are vastly different from each other, but they will all meet the criteria listed. There were 196 Analyst Picks as of Feb. 28, 2010.

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 Columbia Value & Restructuring Z UMBIX 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 Longleaf Partners LLPFX Oakmark I OAKMX Oakmark Select I OAKLX Schwab S&P 500 Index Inv SWPIX Schwab Total Stock Market Index Inv SWTIX Selected American Shares D SLADX Selected American Shares S SLASX Sequoia SEQUX Vanguard Dividend Growth VDIGX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Growth & Inc VTGIX WHG Large Cap Value Instl WHGLX American Funds AMCAP A AMCPX Aston/Montag & Caldwell Growth N MCGFX Brandywine Blue BLUEX 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 VHCOX * Vanguard PRIMECAP VPMCX * Vanguard PRIMECAP Core VPCCX * Artisan Mid Cap Value Investor ARTQX * FPA Capital FPPTX * Longleaf Partners Small-Cap LLSCX * Perkins Mid Cap Value T JMCVX Schneider Value SCMLX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value VASVX *Closed to new investors.

Lg Value

Ç È Ç È È È È Ê È È È È È È È È

X Z Z X Z Z Z — Z X X — — Z Z X

ÙÙÙ ÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙ ÙÙÙ — — ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙÙ Ù ÙÙÙÙÙ ÙÙÙÙ

È — È —

-1.3 -1.6 0.0 0.2 -0.3 5.7

45.4 74.3 67.8 47.8 61.8 57.0

-6.5 -6.0 -9.4 -5.6 -6.1 -7.7

-0.1 1.2 -0.8 1.0 0.5 -0.6 3.4 -3.7 0.5 8.7 -0.9 2.0 -0.6 0.4 1.2 0.9 0.5 1.9 3.5 0.9 0.3 — 1.9 3.5 -1.8 3.9 3.2 2.0 5.0 -0.1 3.8 5.6 4.5 4.5 5.0 3.7 3.1 5.3 -3.2 4.9 2.6

3.9 4.1 6.7 5.5 5.5 4.1 3.6 5.0 2.3 14.8 6.8 7.9 7.2 -1.0 0.1 — 2.3 7.3 2.4 -1.0 -0.3 — 2.4 -0.1 -1.0 4.5 -3.2 3.8 — — 0.6 3.4 1.7 — — 9.8 9.0 11.3 — 11.4 10.4

2.9 1.3 1.2 0.8 1.9 0.1 1.1 0.8 0.7 0.8 0.0 0.6 0.3 — — 1.0 0.8 0.0 2.2 1.5 2.0 0.9 1.0 0.4 0.3 2.0 0.3 1.1 0.2 0.7 0.0 0.3 0.8 0.8 0.4 0.1 0.0 0.5 2.1 1.0 1.5

18.6 28.2 23.9 20.0 21.7 21.5 20.9 24.3 22.3 25.6 28.5 23.5 25.6 19.5 19.8 22.6 22.6 18.5 16.1 20.6 20.1 17.8 20.2 19.4 20.7 17.6 19.0 17.5 21.0 22.3 22.4 23.4 20.0 19.6 24.3 24.7 27.1 19.0 31.2 22.7 21.5

-26.0 -44.9 -35.7 -35.3 -28.3 -28.7 -33.8 -33.0 -31.5 -34.2 -47.4 -31.8 -34.7 -29.4 -30.7 -31.1 -31.2 -23.6 -22.6 -31.5 -29.7 -24.5 -29.9 -28.1 -35.2 -27.9 -30.5 -23.4 -32.2 -35.3 -37.4 -37.3 -32.0 -31.2 -35.7 -36.8 -35.5 -28.6 -45.2 -32.4 -31.6

0.65 0.89 0.52 0.94 0.69 1.19 0.69 0.76 0.92 1.00 0.91 1.23 1.19 0.36 0.53 0.59 0.92 1.00 0.36 0.21 0.21 1.00 0.71 1.11 1.16 1.12 0.69 0.86 0.71 0.86 0.91 0.50 0.49 0.54 1.21 0.93 0.95 1.11 0.88 0.83 0.38

144 69 90 46 122 37 267 25 100 70 22 57 23 503 2,305 95 95 27 50 614 503 57 198 32 45 103 68 30 110 75 110 114 115 144 60 23 21 159 42 139 67

39 12 18 97 32 29 30 7 15 71 29 62 34 3 5 18 18 12 28 26 38 89 37 35 261 66 72 24 12 30 88 12 4 5 54 18 13 88 107 74 23

48,172 6,907 40,414 2,152 16,814 584 43,449 1,180 32,952 12,758 7,649 3,277 2,351 9,417 1,318 8,087 8,087 2,883 2,814 3,189 2,061 205 19,050 2,784 2,278 3,774 8,951 2,323 951 85 865 8,027 27,423 4,442 5,220 1,086 2,340 0 131 7,304 3,099

07/52 12/92 01/65 05/85 10/85 05/83 08/78 02/84 02/69 12/99 04/87 08/91 11/96 05/96 06/99 05/04 02/33 07/70 05/92 09/94 09/94 06/06 05/67 11/94 01/91 09/88 12/87 08/92 11/04 05/04 09/85 08/95 11/84 12/04 03/01 07/68 02/89 08/98 09/02 06/96 02/96

É — È — È — È — É É — C

-1.8 52.0 -3.8 1.8 77.4 -10.3 -1.2 64.1 -6.3 5.5 84.9 4.9 0.6 71.3 -9.3 -0.8 76.9 -2.2 -1.7 79.5 -5.9 14.8 -18.1 -5.9 16.2 -18.1 -5.3 -0.9 66.1 -5.6 -1.0 65.6 -6.0 3.5 41.8 -2.3 -1.1 41.0 -1.1 -0.4 54.8 -5.4 -0.6 53.6 -5.7 0.0 39.5 -4.5 -0.3 -1.6 0.2 -2.0 -3.0 -0.4 0.8 -1.8 -0.2 -0.6 -1.4 -1.1 -0.9 0.8 0.3 1.0 3.8 -0.2 0.8 60.5 46.1 24.6 45.7 48.4 52.3 64.8 60.7 59.7 64.6 54.9 55.6 -2.8 1.6 -8.9 0.6 -1.1 -0.3 -1.0 -7.9 1.1 0.1 -0.1 -0.4

Lg Growth

Lg Blend

É — É — É — É É É É É É É Ê Ë — Z Z Z Z Z Z Z Z

Mid Value

Ê —

Ë — Ê — Ê Ê Z B

63.0 -0.9 78.1 -1.4 79.9 -6.2 53.5 -0.1 83.0 -13.9 73.1 -2.1 62.4 -4.8

68 Morningstar Advisor April/May 2010
Morningstar Advisor - April/May 2010

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