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Morningstar Advisor Magazine June/July 2009 Issue
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Investment Insights Only available on the web
Beware the Less-Obvious Risks in Your Portfolio 06-30-09
But don't try to avoid them all, either.
Free Money for Mutual Fund Investors 06-30-09
A surprising bounty for lucky shareholders.
Fund Times Only available on the web
Funds on the Upswing in 2009 06-29-09
Plus, Putnam considers hedge funds, and more.
College Savings Educator Only available on the web
2009's Best and Worst 529 Plans 06-26-09
Our annual review of the 529 college-savings industry.
Gift Exclusions and Scholarship Exceptions 06-26-09
Plus, the middle-class taskforce issues a report.
Practice Builder Only available on the web
Falling Markets and Risk Tolerance 06-25-09

We think we know how much risk our clients can tolerate until they lose 40% of their wealth.

2009's Best and Worst 529 Plans
College Savings Educator Greg Brown 06-26-09
A Manager Says the Market Rally Is Pure Junk
Fund Times Morningstar Analysts 06-22-09
John Bogle Has Had Enough
Investment Insights David J. Drucker 05-27-09
Seven Buffett-Inspired Funds We Believe In
Investment Insights Michael Breen 05-05-09
An Interview with Jeremy Grantham
Investment Insights Joel P. Bruckenstein 05-14-09
Friday, July 03, 2009
1Wk1Mo3Mo1Yr3Yr
Lg
Md
Sm
Value—Growth
Day Return
+1.25%
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-1.25%
1Wk Return
+1.25%
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-1.25%
1Mo Return
+4%
0
-4%
3Mo Return
+8%
0
-8%
1Yr Return
+20%
0
-20%
3Yr Return
+20%
0
-20%
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