Morningstar Advisor - June/July 2010 - 70

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 favorites for each category. Analysts make
Name Cat

their selections on a variety 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
Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield %

strong stewardship. Because we recognize that different funds come with different risks, each category may contain picks that are vastly different from each other. There were 196 Analyst Picks as of April. 30, 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 FMI Large Cap FMIHX 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 * 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 Ariel Appreciation CAAPX Fidelity Spartan Extended Mkt Index Inv FSEMX Osterweis OSTFX *Closed to new investors.

Lg Value

Ç È Ç Ë È È È Ê È È È È È È È È É È

X Z Z X Z Z Z — — — X X — — Z Z — X

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

È — È —

5.5 5.8 8.0 5.6 10.0 18.1

34.3 49.8 45.3 34.7 43.9 38.7

-6.1 -6.1 -8.5 -5.0 -4.7 -5.1 -3.6 -9.3 -6.0 6.6 0.4 -7.0 -0.6 -3.3 -5.9 -5.3 -5.3 -5.6 -0.7 -0.9 -4.6 -5.1 -4.2 -1.6 1.7 -8.0 0.8 0.0 0.4 0.1 -7.1 1.9 1.1 0.1 0.2

1.8 4.0 1.4 3.0 3.2 1.9 5.8 -2.1 2.5 10.8 6.4 2.4 4.7 2.6 0.4 1.2 2.9 2.6 4.4 5.2 3.3 2.6 — 4.2 5.1 1.4 5.9 5.3 3.7 7.4 2.0 6.1 8.0 6.6 6.8 7.3 6.3 7.7 -0.2 7.7 2.6 5.0 6.8 4.7

3.5 4.4 6.2 5.1 5.3 4.4 3.6 4.6 2.0 14.2 — 6.5 7.3 7.2 -1.0 0.1 — 1.9 6.4 2.4 -0.6 -0.2 — 2.7 -0.2 -0.5 5.6 -2.4 3.3 — — 0.8 3.9 2.0 — — 9.9 11.2 — 11.3 10.4 9.0 3.6 5.1

2.6 1.0 1.1 0.7 1.6 0.1 1.4 0.8 0.7 0.8 1.1 0.0 0.6 0.3 — — 1.0 0.7 0.0 2.1 1.4 1.8 0.8 0.9 0.3 0.3 2.1 0.3 0.9 0.2 0.6 0.0 0.3 0.7 0.7 0.4 0.0 0.5 1.9 0.9 1.5 0.1 1.0 0.4

18.7 28.2 24.2 20.0 22.0 22.1 21.0 24.4 22.4 25.9 18.2 28.8 23.8 26.0 19.5 19.8 22.7 22.7 18.7 16.1 20.8 20.2 17.9 20.4 19.5 21.0 17.6 19.2 17.6 21.2 22.4 22.6 23.6 20.0 19.6 24.3 27.8 19.1 31.2 23.0 21.5 29.0 24.4 14.9

-26.0 -44.9 -35.7 -35.3 -28.3 -28.7 -33.8 -33.0 -31.5 -34.2 -24.2 -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 -35.5 -28.6 -45.2 -32.4 -31.6 -39.4 -37.0 -27.2

0.65 0.89 0.52 0.94 0.72 1.19 0.69 0.80 0.92 1.00 0.97 0.91 1.23 1.19 0.36 0.53 0.61 0.94 1.01 0.38 0.21 0.21 1.00 0.71 1.11 1.16 1.12 0.69 0.86 0.71 0.84 0.89 0.50 0.49 0.54 1.21 0.95 1.11 0.88 0.84 0.38 1.25 0.10 1.20

144 64 90 44 120 40 267 25 94 70 26 22 56 22 503 2,273 95 95 33 50 614 503 56 198 33 49 103 66 28 116 75 112 114 115 144 59 21 159 42 136 67 41 3,088 54

39 12 18 97 14 29 30 15 15 71 32 29 62 34 3 5 11 11 15 24 26 38 89 37 35 261 66 72 24 12 24 68 12 4 5 54 13 88 107 58 23 44 26 63

50,582 7,041 43,365 2,232 18,545 678 47,148 1,226 34,360 15,795 2,892 8,416 3,658 2,672 10,036 1,435 8,468 8,468 3,082 3,247 3,482 2,232 215 20,832 3,086 2,341 3,974 9,607 2,724 1,162 87 986 8,875 29,685 4,861 5,773 2,709 12,404 139 8,386 3,099 1,669 3,949 1,053

07/52 12/92 01/65 05/85 10/85 05/83 08/78 02/84 02/69 12/99 12/01 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 02/89 08/98 09/02 06/96 02/96 12/89 11/97 10/93

È — È — Ç — É É — C

5.1 36.9 8.8 45.6 4.9 38.6 17.0 55.2 7.2 35.4 11.9 46.7 9.6 50.5 11.5 58.0 14.8 -18.1 16.2 -18.1 5.4 39.8 5.3 39.3 11.5 23.1 4.9 31.6 7.6 39.9 7.0 38.7 7.2 33.8 7.6 2.9 8.5 2.4 3.4 5.8 9.0 3.0 7.0 5.8 3.8 6.4 6.2 14.0 8.4 13.3 10.1 0.8 12.2 15.0 4.4 39.1 29.2 26.9 31.5 35.0 37.3 45.2 40.0 38.4 39.7 35.8 38.4

Lg Growth

Lg Blend

É — É — É — É Ì É É É É É Ë Ë Ê Ê Ë Î Ë — Z Z Z Z Z Z — — Z X — X X

Mid Value

Ê —

Ê —

36.3 -0.3 54.4 -3.5 37.3 0.9 51.1 -13.4 49.7 -0.1 62.4 -4.8 66.6 51.5 31.7 0.0 -1.5 -2.0

Mid Blend

70 Morningstar Advisor June/July 2010
Morningstar Advisor - June/July 2010

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