Morningstar Advisor - February/March 2012 - (Page 73)

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 Morgan Stanley Inst Mid Cap Growth I MPEGX Morgan Stanley Mid Cap Growth B DGRBX * PRIMECAP Odyssey Aggressive Growth POAGX Royce Premier Invmt RYPRX * T. Rowe Price Mid-Cap Growth RPMGX * Diamond Hill Small Cap A DHSCX Perkins Small Cap Value L JSIVX * Artisan Small Cap Value Investor ARTVX * Bogle Small Cap Growth Instl BOGIX Royce Special Equity Invmt RYSEX Vanguard Small Cap Index Inv NAESX Vanguard Tax-Managed Small Cap Adm VTMSX Brown Capital Mgmt Small Co Inv BCSIX * Morgan Stanley Inst Small Company Gr I Wasatch Small Cap Growth WAAEX Dodge & Cox Balanced DODBX FPA Crescent FPACX Manning & Napier Pro-Blend Cnsrv Term S Manning & Napier Pro-Blend Mod Term S T. Rowe Price Capital Appreciation PRWCX T. Rowe Price Retirement 2005 TRRFX T. Rowe Price Retirement 2010 TRRAX T. Rowe Price Retirement 2015 TRRGX T. Rowe Price Retirement 2020 TRRBX T. Rowe Price Retirement 2025 TRRHX T. Rowe Price Retirement 2030 TRRCX T. Rowe Price Retirement 2035 TRRJX T. Rowe Price Retirement 2040 TRRDX T. Rowe Price Retirement 2045 TRRKX T. Rowe Price Retirement 2050 Adv PARFX T. Rowe Price Retirement 2055 TRRNX Vanguard Balanced Index Inv VBINX Vanguard Target Retirement 2005 Inv VTOVX * Vanguard Target Retirement 2010 Inv VTENX Vanguard Target Retirement 2015 Inv VTXVX Vanguard Target Retirement 2020 Inv VTWNX Vanguard Target Retirement 2025 Inv VTTVX Vanguard Target Retirement 2030 Inv VTHRX Vanguard Target Retirement 2035 Inv VTTHX Vanguard Target Retirement 2040 Inv VFORX Vanguard Target Retirement 2045 Inv VTIVX Vanguard Target Retirement 2050 Inv VFIFX Vanguard Target Retirement 2055 Inv VFFVX Vanguard Target Retirement Income Inv VTINX Vanguard Tax-Managed Balanced Adm VTMFX Vanguard Wellesley Income Inv VWINX Vanguard Wellington Inv VWELX MA MA CA MA MA TA TA TD TE TG TH TI TJ TK TL TL MA TA TA TD TE TG TH TI TJ TK TL TL RI CA CA MA Mid Gr Ì Ì Ì Ì Ì Í Í Í Î Î Î Ï Ï Ï Ï Ç È É É È È È È É É É É É É É É È È È È È È È È È È È È È È Ç Ç — ÙÙÙÙ — ÙÙÙÙ Z X Z Z Z X X X X ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙ ÙÙÙÙ -6.9 -7.0 -0.5 -0.9 -1.2 -7.2 -3.2 -3.2 -4.9 0.1 -2.8 1.2 0.1 -9.1 -0.1 -1.7 3.0 2.6 0.0 3.2 1.4 0.5 -0.3 -1.2 -2.1 -2.7 -3.3 -3.5 -3.5 -3.7 -3.3 4.1 5.1 3.4 1.7 0.6 -0.4 -1.3 -2.2 -2.5 -2.5 -2.5 -2.3 5.2 5.6 9.6 3.9 -6.9 -7.0 -0.5 -0.9 -1.2 25.6 24.4 22.1 18.7 22.5 5.2 4.0 3.5 6.2 5.5 0.9 4.8 2.7 -2.6 5.3 1.8 2.2 8.6 0.5 3.9 -0.9 4.7 4.7 2.7 3.6 3.2 2.5 2.1 1.6 1.1 0.7 0.4 0.4 0.4 0.2 0.4 3.2 4.0 3.3 2.5 1.9 1.3 0.6 0.3 0.3 0.2 0.2 — 4.9 3.4 6.0 3.5 7.3 6.5 — 10.5 7.5 8.5 7.5 9.4 5.6 9.4 6.6 7.1 4.5 5.7 5.1 4.7 8.5 5.4 5.1 7.8 — — — — — — — — — — — 4.9 — — — — — — — — — — — — 4.6 6.7 6.2 0.0 0.0 0.0 0.3 0.0 0.0 0.5 0.0 0.0 0.4 1.2 0.9 0.0 0.0 0.0 2.4 1.1 1.7 1.5 1.6 2.7 2.5 2.2 1.9 1.6 1.4 1.3 1.3 1.4 1.1 1.2 2.2 2.8 2.7 2.5 2.4 2.4 2.2 2.2 2.2 2.2 2.2 1.8 2.7 2.5 3.6 3.0 21.6 21.6 22.4 22.9 20.0 21.6 20.9 24.2 26.3 18.9 25.6 25.0 21.7 24.0 20.7 17.0 10.8 5.9 10.3 13.9 10.9 12.6 14.4 15.9 17.3 18.4 19.2 19.3 19.3 19.3 19.3 11.8 7.8 10.4 12.2 13.8 15.3 16.8 18.2 18.3 18.3 18.3 — 6.6 9.2 7.9 12.4 -39.3 -39.6 -33.4 -33.7 -37.8 -29.7 -24.0 -34.1 -42.8 -23.5 -37.1 -34.1 -33.2 -33.5 -34.5 -29.2 -22.7 -6.4 -16.8 -28.9 -19.9 -23.6 -26.7 -29.4 -31.5 -33.1 -34.0 -34.0 -34.1 -34.1 -34.0 -19.8 -15.6 -18.8 -21.0 -23.3 -25.6 -27.8 -29.3 -29.2 -29.2 -29.2 -14.8 -12.6 -16.8 -10.1 -20.3 0.68 1.72 0.68 1.12 0.80 1.37 0.84 1.20 1.25 1.16 0.26 0.18 1.19 1.05 1.23 0.53 1.13 0.89 1.07 0.70 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.25 0.00 0.26 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.15 0.25 0.30 65 65 91 76 137 68 99 109 137 70 1,728 604 44 63 95 329 105 715 643 168 17 19 19 19 19 18 18 18 18 18 18 8,176 6 6 5 4 4 4 4 4 4 4 4 6 1,265 1,110 950 35 46 11 10 30 35 64 47 303 21 12 46 7 26 23 12 20 25 52 66 18 19 15 16 17 16 17 16 17 23 27 49 27 27 27 23 23 19 18 15 16 15 12 14 23 48 35 6,036 316 1,086 6,630 17,954 778 2,906 2,946 93 2,425 22,942 2,006 1,351 1,398 1,478 12,386 7,330 1,113 1,123 2,379 1,188 5,441 6,227 13,336 7,099 10,823 4,683 7,101 2,451 1,418 322 11,503 2,301 5,132 14,394 12,288 16,357 9,392 11,361 5,758 6,372 2,415 167 5,402 797 25,898 55,645 03/90 04/83 11/04 12/91 06/92 12/00 02/85 09/97 10/99 05/98 10/60 03/99 07/92 11/89 12/86 06/31 06/93 11/95 09/93 06/86 02/04 09/02 02/04 09/02 02/04 09/02 02/04 09/02 05/05 12/06 12/06 11/92 10/03 06/06 10/03 06/06 10/03 06/06 10/03 06/06 10/03 06/06 08/10 10/03 09/94 07/70 07/29 -7.2 13.8 -3.2 16.1 -3.2 -4.9 0.1 -2.8 1.2 16.9 21.5 15.4 19.1 17.0 Sm Blend Sm Vl — ÙÙ — ÙÙÙÙ — ÙÙÙÙ — ÙÙÙÙ Z C ÙÙ ÙÙÙÙÙ 0.1 21.3 -9.1 19.6 -0.1 24.2 -1.7 3.0 2.6 0.0 3.2 1.4 0.5 -0.3 -1.2 -2.1 -2.7 -3.3 -3.5 -3.5 -3.7 -3.3 4.1 5.1 3.4 1.7 0.6 -0.4 -1.3 -2.2 -2.5 -2.5 -2.5 -2.3 5.2 5.6 9.6 3.9 12.3 14.0 7.5 9.6 16.1 12.1 13.2 14.2 15.0 15.5 15.9 16.1 16.1 16.1 15.8 16.1 12.2 10.2 11.2 11.5 11.9 12.3 12.7 13.0 12.9 12.9 12.9 — 9.6 11.2 12.1 12.1 Allocation Sm Gr — ÙÙÙÙ — ÙÙÙÙ X X X Z X X X X X X X X X X X X X X X X X X X X X Z Z ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙ — — MorningstarAdvisor.com 73 http://www.MorningstarAdvisor.com

Table of Contents for the Digital Edition of Morningstar Advisor - February/March 2012

Morningstar Advisor - February/March 2012
Contents
Contributors
Letter From the Editor
Make a Difference Stories, Not Debates
How Concerned Are You About Europe?
Analytical and Independent
What to Ask When a Fund Manager Leaves
Past, Present, Future
Have Financials Gotten Cheap Enough?
Four Picks for the Present
Investment Briefs
Tactical Funds Miss Their Chance
Specialty Retail: Ad Hoc Opportunity
How Europe Is Making Its Crisis Worse
Impact on U.S. Economy Will Be Minimal
European Banks: Bargains or Value Traps?
Don’t Count the Euro Out Yet
Europe on the Brink
GoodHaven Realizes Its Vision
How Index Trading Increases Market Vulnerability
Nonlisted REITS: Handle With Care
Safety Picks for the Many Moods of Mr. Market
On the Prowl for Large- Blend Index-Beaters
Our Favorite Mutual Funds
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
The Math That Matters

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