Press & What's New

Morningstaradvisor.com, January 2011
From Morningstar: "More Evidence Supports Manager Ownership." Morningstar recently updated its research on mutual fund performance and fund manager ownership and concluded that ". . . funds whose managers have skin in the game have outperformed those whose managers don't invest in their funds."
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December 31, 2011 % Held
Sunoco, Inc. 3.5%
Time Warner, Inc. 3.5%
CVS Caremark Corp. 3.2%
Abbott Laboratories 3.2%
Visa, Inc. 3.2%
Invesco Ltd. 3.1%
Microsoft Corp. 3.1%
Exelon Corp. 3.0%
AES Corp. 3.0%
Pfizer, Inc. 3.0%

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