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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%
0
-1.25%
1Wk Return
+1.25%
0
-1.25%
1Mo Return
+4%
0
-4%
3Mo Return
+8%
0
-8%
1Yr Return
+20%
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-20%
3Yr Return
+20%
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-20%
Spotlight
Morningstar Conversation
Undiscovered Managers
Investment Insights Only available on the web
Retiring with Natalie Choate Only available on the web
College Savings Only available on the web
Fiduciary Focus Only available on the web
Fund Times Only available on the web
10 Questions
Bond Fix
Investments a la Carte
Investment Briefs
Phillips Curve
Sector Rap
By the Numbers
Gray Matters
Screens
White Paper Bank
Technology Only available on the web
Advisor Profile
Practice Builder Only available on the web
Web Seminars
Natalie Choate Podcasts
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