Morningstar Advisor - December 2012/January 2013 - (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. Name Cat 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 Style Stwd- Morningstar Box ship Rating Grade Annualized Total Return % YTD 1Yr 3Yr 5Yr 10Yr Yield % over a full market cycle of at least five years. As displayed in this table, there are 185 funds with Gold Analyst Ratings as of Oct. 31, 2012. 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 American Funds Fundamental Investors A ANCFX Clipper CFIMX Davis NY Venture A NYVTX Fidelity Spartan 500 Index Inv FUSEX FMI Large Cap FMIHX Longleaf Partners LLPFX Manning & Napier Equity EXEYX Oakmark Select I OAKLX Selected American Shares S SLASX Sequoia SEQUX * Vanguard Dividend Growth Inv VDIGX Vanguard Institutional Index I VINIX Vanguard Tax-Managed Capital App I VTCIX Vanguard Tax-Managed Growth & Inc I VTMIX Vanguard Total Stock Mkt Idx Inv VTSMX Yacktman Svc YACKX Yacktman Svc YACKX 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 I VMCIX Weitz Partners Value WPVLX Weitz Partners Value WPVLX *Closed to new investors. Lg Value Ç Ç Ç Ç È È É È È È É È É É È È È È È È Ç É É É É É É É É È É É É É Ê Ê Ê Ê Ï Ë Ë É Ë È È Z Z Z Z Z Z Z C X C Z Z Z Z Z Z ÙÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙ ÙÙ ÙÙÙÙ Ù ÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ 11.2 11.3 17.9 14.8 13.6 9.8 10.8 14.2 12.4 15.8 9.4 16.4 10.9 11.9 9.5 14.3 14.3 14.2 14.0 9.3 8.9 12.1 18.8 10.6 12.3 10.0 7.4 10.3 12.7 10.3 10.5 11.0 10.4 11.3 6.8 8.1 16.3 13.0 13.3 5.7 18.9 11.5 11.5 14.0 12.5 14.0 13.9 17.7 16.4 13.8 10.4 10.8 15.1 12.2 13.2 7.4 14.8 11.1 16.7 12.9 15.2 14.9 15.2 14.6 11.3 12.0 11.5 15.5 11.4 8.2 9.9 0.4 4.1 9.9 11.4 8.3 9.7 9.9 10.3 12.3 13.4 11.4 12.1 11.3 11.0 8.6 13.1 10.9 13.2 8.5 14.0 8.8 16.0 12.8 13.2 13.4 13.2 13.6 12.4 13.8 11.8 10.8 10.0 11.2 10.0 11.8 13.4 11.8 11.5 12.9 9.8 11.4 11.1 1.7 0.3 -2.0 0.2 -0.3 -2.9 -2.2 0.3 3.0 -1.9 -0.5 2.6 -1.9 4.2 3.4 0.4 0.6 0.4 0.7 8.8 9.8 1.2 0.0 1.1 1.6 1.8 -0.5 -0.1 1.8 1.7 2.8 -0.5 2.4 1.5 4.6 2.2 3.3 2.6 2.1 6.1 2.3 1.3 1.3 2.6 2.1 7.3 6.8 7.4 7.3 9.1 3.0 6.5 6.8 9.6 6.6 7.9 6.7 6.5 6.8 8.5 6.9 7.7 6.9 7.6 10.9 10.6 7.1 9.1 5.9 7.3 5.0 5.6 7.5 — — 8.8 10.6 — 9.6 12.4 10.6 10.8 10.3 10.5 10.6 11.5 8.5 9.8 7.2 6.6 2.4 2.3 1.7 2.0 1.6 1.3 0.5 1.9 1.1 0.4 0.2 0.2 0.4 0.0 2.0 2.0 1.5 2.0 1.8 1.5 1.5 0.4 0.4 0.5 0.1 1.0 0.0 0.0 0.3 1.1 0.2 0.5 1.1 1.0 0.6 0.9 0.9 1.6 1.1 0.4 0.0 0.0 1.2 0.0 0.0 12.4 13.6 17.8 15.9 16.3 13.6 15.5 15.6 14.3 18.6 17.3 18.0 15.4 11.3 12.6 15.6 16.2 15.6 16.2 12.1 12.1 16.0 17.0 13.6 17.5 14.8 19.3 18.8 17.8 14.6 16.8 18.8 16.0 16.5 15.3 14.7 16.5 16.2 19.3 15.6 18.0 13.2 18.1 15.4 15.7 -24.9 -26.0 -35.7 -28.3 -33.8 -33.0 -31.5 -29.7 -24.2 -47.4 -32.0 -34.7 -31.2 -23.6 -22.6 -29.6 -31.5 -29.6 -31.2 -21.9 -21.9 -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 -28.7 -28.7 0.62 0.62 0.52 0.68 0.63 0.75 0.90 0.10 0.96 0.91 1.05 1.07 0.94 1.00 0.31 0.04 0.08 0.08 0.17 0.80 0.80 0.73 0.85 1.06 0.66 0.91 1.71 0.71 0.66 0.66 0.81 0.48 0.51 0.45 1.20 0.77 0.81 0.45 0.10 1.20 0.92 0.98 0.08 1.20 1.20 215 168 82 129 282 28 79 505 29 30 70 21 88 47 51 505 623 504 3,313 47 48 242 196 39 73 30 34 45 118 112 132 127 140 123 59 146 114 69 3,060 43 23 34 455 41 40 23 22 16 15 22,694 55,162 39,914 24,051 02/50 07/52 01/65 10/85 08/78 02/84 02/69 02/88 12/01 04/87 05/98 11/96 02/33 07/70 05/92 07/90 02/99 03/99 04/92 07/92 07/92 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 05/83 05/83 — ÙÙÙÙÙ — ÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙÙ — ÙÙÙÙÙ Z Z X X ÙÙÙ ÙÙÙ ÙÙÙ ÙÙÙÙ 28 51,106 15 1,004 11 19,741 5 48,257 21 6,036 24 7,761 54 1,382 16 3,145 11 5,484 3 5,673 13 11,581 5 114,804 2 4,021 6 2,529 5 22,712 3 8,356 3 8,231 31 45 63 53 16 32 26 13 24 32 9 9 8 32 54 54 25 11 43 37 31 22 31 31 24,714 7,698 4,254 16,338 3,845 1,452 765 2,165 1,522 3,586 7,307 4,630 29,078 7,942 12,338 9,274 4,337 6,869 1,095 3,327 869 3,702 708 728 Lg Growth Lg Blend — ÙÙÙÙ — ÙÙ — ÙÙÙ Z Z Z Z Z Z X X Z Z C Z X Z X X ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ 7.6 12.6 7.4 8.9 15.2 12.4 13.6 14.2 12.6 9.3 18.6 13.5 10.5 15.2 17.0 15.9 12.2 18.7 8.7 15.3 16.1 15.1 Mid Blend Mid Value — ÙÙÙÙÙ 72 Morningstar Advisor December/January 2013

Table of Contents for the Digital Edition of Morningstar Advisor - December 2012/January 2013

Morningstar Advisor - December2012/January 2013
Contents
Contributors
Letter From the Editor
What Stands Between Me and Stupid
Why Do You Use Dynamic Funds of Funds?
Serving Clients and Community
How to Pick an ETF Managed Portfolio Strategy
Tactical View of Risk
Investments á la Carte
Investment Briefs
Unbundling ETF Managed Portfolios
Risks Loom Over Telecom Industry
Outsourcing Asset Allocation
ETF Managed Portfolios on the Rise
Age-Based Options Take Over 529 Industry
How the Landscape for Advisors Is Changing
Mark Egan Embraces Volatility
Alpha, Beta, and Now … Gamma
Performance Gaps
Gains in Momentum
Companies Where Management Teams Add Value
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Once and Future King

Morningstar Advisor - December 2012/January 2013