Morningstar Advisor - April/May 2011 - (Page 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 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 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 190 Analyst Picks as of Feb. 28, 2011. 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 Fairholme FAIRX Sound Shore SSHFX T. Rowe Price Equity Income PRFDX 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 D SLADX Selected American Shares S SLASX Sequoia SEQUX Vanguard 500 Index Admiral VFIAX Vanguard Dividend Growth Inv VDIGX Vanguard Tax-Managed Capital App VMCAX Vanguard Tax-Managed Growth & Inc VTGIX Vanguard Total Stock Mkt Idx Adm VTSAX Weitz Partners Value WPVLX WHG Large Cap Value Instl WHGLX American Funds AMCAP A AMCPX Aston/Montag & Caldwell Growth N MCGFX Harbor Capital Appreciation Instl HACAX Jensen J JENSX PRIMECAP Odyssey Growth POGRX 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 * Longleaf Partners Small-Cap LLSCX * Perkins Mid Cap Value T JMCVX Schneider Value SCMLX T. Rowe Price Mid-Cap Value TRMCX * Vanguard Selected Value Inv VASVX Ariel Appreciation CAAPX Fidelity Spartan Extended Mkt Index Inv FSEMX Osterweis OSTFX Royce Premier Invmt RYPRX * Lg Value Ç È Ç È Ç È È È È È È È È È É È È È È È È È É É É É É É É É É Ê Ë Ë Ç Ê Ê Ë Î È Ì — ÙÙÙ Z ÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙ Z Z Z X X X Z Z X Z X X X X ÙÙÙÙ ÙÙ ÙÙ ÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ 5.1 6.8 -0.1 6.4 5.9 6.0 5.6 3.9 4.5 10.2 6.4 8.4 3.8 3.7 6.9 5.9 4.5 6.0 5.8 5.9 6.8 6.2 5.0 5.1 4.5 4.0 5.3 6.2 5.4 5.2 5.4 8.2 7.2 5.0 6.3 5.4 5.5 7.6 5.7 3.9 6.7 20.8 21.2 18.9 19.1 22.3 23.0 19.1 17.9 15.7 29.1 20.2 24.9 18.2 17.9 23.4 22.6 17.7 23.4 22.4 24.4 28.8 19.0 20.1 15.6 20.3 16.7 20.5 27.0 17.8 22.2 20.7 24.9 30.7 19.4 20.7 23.0 25.0 1.0 -0.3 6.9 1.1 2.1 1.4 -1.5 -0.1 5.4 2.9 7.6 9.0 0.4 0.1 4.1 2.2 4.2 2.7 2.1 3.4 6.9 0.3 4.4 3.5 5.2 5.3 6.6 8.6 4.9 6.6 4.7 8.6 7.3 5.7 -6.4 7.7 6.7 2.4 0.7 9.2 2.5 3.2 4.6 -0.7 1.9 5.5 2.8 5.4 2.9 2.4 2.1 4.7 2.9 5.4 3.1 2.8 3.5 4.2 — 3.6 5.2 3.4 5.1 5.3 6.9 5.3 5.7 5.2 7.2 6.0 6.5 -1.4 6.5 5.4 6.0 5.7 4.2 8.6 3.7 5.9 11.4 5.0 4.9 5.5 2.3 3.6 — 5.8 5.4 5.5 — 3.5 6.1 2.6 2.9 2.9 2.6 3.8 3.5 — 3.9 2.1 2.1 4.0 — 4.0 6.2 — 5.5 — 9.2 9.8 — 10.4 8.8 7.7 7.6 5.6 12.1 2.3 1.1 1.0 0.6 1.8 1.5 1.0 1.1 0.8 0.4 0.6 0.2 1.4 1.1 0.2 1.7 1.8 1.3 1.6 1.7 0.0 0.9 0.4 0.5 0.2 0.9 0.1 0.2 0.3 1.0 0.9 0.7 0.4 0.7 0.6 1.6 1.5 0.0 0.9 0.9 0.0 20.3 26.4 27.1 22.3 23.8 22.6 25.4 23.7 20.0 29.7 25.2 26.7 24.0 24.0 19.5 21.9 17.7 22.5 21.9 22.6 23.6 19.9 22.4 19.7 20.7 19.3 23.2 23.9 25.6 21.7 22.0 25.5 28.9 20.4 33.0 24.4 23.3 31.5 26.2 15.8 25.5 -26.0 -35.7 -34.2 -35.3 -28.3 -33.8 -33.0 -31.5 -24.2 -47.4 -31.8 -34.7 -31.1 -31.2 -23.6 -29.6 -22.6 -31.5 -29.7 -31.1 -28.7 -24.5 -29.9 -28.1 -30.5 -23.4 -32.2 -37.4 -37.3 -31.2 -32.0 -35.7 -35.5 -28.6 -45.2 -32.4 -31.6 -39.4 -37.0 -27.2 -33.7 0.70 0.52 1.00 0.94 0.68 0.64 0.80 0.89 0.97 0.91 1.11 1.08 0.61 0.94 1.01 0.06 0.38 0.21 0.21 0.06 1.21 1.00 0.78 1.08 0.68 0.92 0.68 0.83 0.48 0.51 0.45 1.21 0.93 1.03 0.90 0.81 0.47 1.18 0.10 1.08 1.15 141 85 64 38 121 251 27 91 28 26 58 22 85 85 33 508 48 634 504 3,393 44 55 173 31 73 29 116 118 116 136 110 57 22 160 41 137 70 39 3,083 47 68 22 7 89 64 12 51,572 44,057 20,024 2,060 21,300 07/52 01/65 12/99 05/85 10/85 08/78 02/84 02/69 12/01 04/87 08/91 11/96 05/04 02/33 07/70 11/00 05/92 09/94 09/94 11/00 05/83 06/06 05/67 11/94 12/87 08/92 11/04 05/04 09/85 08/95 12/04 03/01 02/89 08/98 09/02 06/96 02/96 12/89 11/97 10/93 12/91 Lg Blend — ÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙ — ÙÙÙÙ C X Z Z Z Z Z Z X Z X C X X ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙÙ 32 51,175 3 1,202 13 34,092 20 4,020 37 8,746 24 4,112 25 2,735 9 7,624 9 7,624 15 3,700 5 105,774 24 4,995 7 3,821 6 2,373 5 154,488 30 752 57 238 29 57 68 12 5 60 8 8 5 38 17 66 79 46 22 41 26 26 10 22,465 3,367 11,379 3,806 1,812 1,417 8,786 5,118 31,251 6,589 3,108 14,419 103 9,392 4,084 1,568 5,966 1,423 7,382 Lg Growth — ÙÙÙÙÙ Mid Value — ÙÙÙÙ — Ù Mid Blend — ÙÙÙ 29.7 10.5 32.9 7.6 17.2 4.9 34.5 10.0 *Closed to new investors. 70 Morningstar Advisor April/May 2011

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2011

Morningstar Advisor - April/May 2011
Contents
Contributors
Letter From the Editor
The Debate That Matters Most
What Can the Mutual Fund Industry Do Better?
Cool Logic, Warm Intent
How to Start a Mutual Fund
Owner and Operator
Middle East Revolts Roil Oil Markets
Four Picks for the Present
Investment Briefs
How We Improve Our Odds of Picking Outperformers
Health Care Survived 2010, but Investors Want Proof
The Global Fund-Leadership Playoffs: Europe vs. the United States
U.S. Fund Investors Have It Good
U.S. Fund Firms Learn to Speak UCITS
Balancing Act
The Tamer Ride
Investors Lend a Hand
Healthy, Wealthy, and Wide
Foreign Funds That Win at Concentration
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
VAs Finish 2010 With a Solid Gain
Buying Good Funds, Poorly

Morningstar Advisor - April/May 2011