Morningstar Advisor - December/January 2012 - (Page 75)

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 Calamos Convertible A CCVIX * Eaton Vance Floating Rate A EVBLX Eaton Vance Income Fund of Boston A EVIBX Fidelity Floating Rate High Income FFRHX Fidelity High Income SPHIX Fidelity New Markets Income FNMIX Loomis Sayles Bond Retail LSBRX Loomis Sayles Global Bond Retail LSGLX PIMCO Emerging Local Bond Instl PELBX T. Rowe Price High-Yield PRHYX T. Rowe Price Spectrum Income RPSIX Templeton Global Bond A TPINX Vanguard Convertible Securities Inv VCVSX Vanguard High-Yield Corporate Inv VWEHX Fidelity CA S/I Tax-Free Bond FCSTX Fidelity California Municipal Income FCTFX Fidelity Intermediate Municipal Income FLTMX Fidelity Municipal Income FHIGX Fidelity New York Municipal Income FTFMX Fidelity Short-Intermediate Muni Income FSTFX Fidelity Tax-Free Bond FTABX Franklin Federal Tax-Free Income A FKTIX Franklin High Yield Tax-Free Inc A FRHIX T. Rowe Price Tax-Free High-Yield PRFHX T. Rowe Price Tax-Free Shrt-Interm PRFSX Vanguard CA Interm-Term Tax-Exempt Inv VCAIX Vanguard CA Long-Term Tax-Exempt Inv VCITX Vanguard High-Yield Tax-Exempt VWAHX Vanguard Interm-Term Tx-Ex Inv VWITX Vanguard Long-Term Tax-Exempt VWLTX Vanguard Ltd-Term Tx-Ex VMLTX Vanguard NY Long-Term Tax-Exempt Inv VNYTX Vanguard Short-Term Tx-Ex VWSTX CV BL HB BL HB EB MU IB EB HB MU IB CV HB MS MX MI ML MN MS ML ML HM HM MS MC MX MI MI ML MS MN MS Hi Yield & Specialty Í Í Î — — — Ï Ë — Í Î Ê Î Î Ê Ì Ë Ì É Ê — — — Ï Ê Ë Ì Ì Ë Ì Ç É Ç — ÙÙÙÙ — ÙÙÙ — ÙÙÙ C C C ÙÙÙÙ ÙÙÙÙÙ ÙÙÙÙ — ÙÙÙÙ — ÙÙÙÙ — ÙÙ Z Z X X X C C C C C C C X X X Z X X X X X X X Z ÙÙÙÙ ÙÙÙ ÙÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙÙ ÙÙÙ ÙÙÙÙ ÙÙ -0.8 2.1 4.4 1.6 3.1 7.0 5.4 5.5 3.5 2.7 4.0 1.2 -5.5 6.5 3.1 8.3 5.6 8.1 7.4 3.1 8.2 9.6 9.7 8.4 3.1 7.3 8.6 8.3 6.8 8.0 2.5 7.2 1.3 2.7 3.8 5.6 2.8 3.9 3.7 5.4 3.3 2.0 3.6 4.1 2.5 -0.6 6.1 15.2 13.2 20.3 10.6 19.6 23.0 20.3 14.6 19.5 19.2 12.1 12.8 17.7 19.2 4.2 3.2 6.5 4.2 7.4 8.6 6.8 6.8 — 7.0 6.1 10.5 4.7 6.5 4.0 4.0 4.4 4.4 4.5 3.8 4.6 4.3 3.8 3.0 3.9 4.1 3.5 4.1 4.5 4.2 3.6 4.0 2.7 6.3 — 8.6 — 8.9 12.3 9.9 8.4 — 8.3 6.8 11.4 7.1 7.0 — 4.4 4.5 4.9 4.9 3.3 5.0 4.7 5.0 4.6 3.3 4.0 4.2 4.7 4.3 4.5 3.2 4.5 2.5 1.2 4.0 7.9 3.4 7.1 5.4 5.2 4.0 7.3 8.0 4.3 5.5 3.6 7.1 2.4 4.2 3.4 4.0 3.8 2.2 4.1 4.3 5.1 5.0 2.2 3.7 4.2 4.4 3.6 4.2 2.2 3.7 1.2 11.7 9.7 12.1 7.0 12.1 9.6 9.7 9.3 14.6 11.1 6.7 10.3 13.6 10.6 2.5 5.5 3.2 4.7 4.6 2.0 4.7 5.2 7.7 8.3 2.2 4.8 5.9 6.0 4.4 5.2 1.9 4.7 0.8 -26.0 -25.4 -30.1 -18.1 -27.5 -37.0 -25.3 -17.0 -24.4 -25.7 -11.7 -7.8 -30.7 -25.5 -1.6 -7.1 -2.9 -6.8 -5.7 -1.9 -6.1 -8.2 -14.2 -16.0 -1.9 -4.6 -7.5 -9.8 -3.9 -7.2 -1.6 -5.9 -0.5 1.08 1.04 1.04 0.73 0.75 0.88 0.93 1.00 0.90 0.74 0.00 0.88 0.68 0.25 0.34 0.46 0.39 0.46 0.47 0.48 0.24 0.62 0.63 0.68 0.49 0.20 0.20 0.20 0.20 0.20 0.20 0.20 0.20 105 711 403 531 471 218 635 254 494 577 9 306 208 349 408 523 1,048 1,148 294 766 788 895 716 492 395 726 439 754 3,008 855 1,499 477 1,215 77 39 75 43 55 98 27 100 24 75 13 26 103 38 22 8 18 10 10 15 18 14 18 24 19 10 18 19 20 23 14 29 29 2,574 7,856 2,925 10,123 4,633 4,129 19,777 2,391 10,197 7,784 5,858 61,173 1,733 14,079 714 1,698 4,269 5,694 1,823 3,949 1,980 10,551 7,642 1,764 1,541 5,507 2,683 6,152 30,924 7,251 14,585 3,012 11,230 06/85 05/03 06/72 09/02 08/90 05/93 12/96 12/96 12/06 12/84 06/90 09/86 06/86 12/78 10/05 07/84 04/77 12/77 07/84 12/86 04/01 10/83 03/86 03/85 12/83 03/94 04/86 12/78 09/77 09/77 08/87 04/86 09/77 1.7 4.6 3.6 7.5 3.1 6.3 3.8 8.1 3.3 7.8 1.9 4.2 3.8 8.2 4.1 8.6 3.5 11.1 2.9 10.9 1.9 4.8 3.4 6.7 3.2 7.4 3.3 9.2 3.4 6.9 3.3 8.0 1.5 3.8 3.2 7.4 0.9 2.1 Municipal Bond *Closed to new investors. AA BL CR CA BB SC CV DE EB SE SP ES Aggressive Allocation Bank Loan China Region Conservative Allocation Commodities Broad Basket Communications Convertibles Diversified Emerging Mkts Emerging Markets Bond Equity Energy Equity Precious Metals Europe Stock SF FB FG FV FR FA GR SH HB PB GI Financial Foreign Large Blend Foreign Large Growth Foreign Large Value Foreign Small/Mid Growth Foreign Small/Mid Value Global Real Estate Health High Yield Bond Inflation-Protected Bond Intermediate Government CI LS GL LO CL Intermediate-Term Bond Latin America Stock Long Government Long/Short Equity Long-Term Bond MN Muni New York Long SN PJ SR RI GS CS TA TD TE TG TH Natural Resources Pacific/Asia ex-Japan Stk Real Estate Retirement Income Short Government Short-Term Bond Target-Date 2000-2010 Target-Date 2011-2015 Target-Date 2016-2020 Target-Date 2021-2025 Target-Date 2026-2030 TI TJ TK TL ST UB SU IA IB IS Target-Date 2031-2035 Target-Date 2036-2040 Target-Date 2041-2045 Target-Date 2050+ Technology Ultrashort Bond Utilities World Allocation World Bond World Stock Fixed-Income Style Box Ltd Mod Ext Hi Med Lo Equity Style Box Val Blnd Grth Lrg Mid Sm MA Moderate Allocation MU Multisector Bond MC Muni California Interm MX Muni California Long MI ML Muni National Interm Muni National Long HM High Yield Muni MS Muni Short MorningstarAdvisor.com 75 http://www.MorningstarAdvisor.com

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

Morningstar Advisor - December/January 2012
Contents
Contributors
Letter From the Editor
Seduced by Complexity
Is China Exposure Important for a Portfolio?
A Niche Built on Trust
How to Find Your Client’s Investment Style
Taking the Long View
Consensus on Europe Elusive
Four Picks for the Present
Investment Briefs
Is Perception Reality for Active Managers?
Be Alert for Basic-Materials Bargains
Investment Boom Unsustainable
Digging Moats in China
Where China’s Domestic Companies Stand to Benefit
Arising Opportunities
China Strong Long Term
From Currency Manipulation to International Acceptance
The Keys to China’s Fortune
Wedgewood’s Lessons Pay Off
Reading the Evidence on Indexing
Scouting for Investments Abroad
Yield, Please (Hold the Europe)
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
China Fund Managers Eat Elsewhere

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