(PUB) Morningstar FundInvestor

Morningstar FundInvestor Volume 21 , Number 11 Director of Fund Research Russel Kinnel Director of Active Fund Research Michael Herbst Director of Personal Finance Christine Benz Contributing Analysts Eric Jacobson, Kailin Liu, Flynn Murphy, Bill Rocco Copy Editors Edward Cavanaugh, Thad Doria, Jennifer Ferone Gierat, Elizabeth Knapik Designer

Morningstar FundInvestor 22 W. Washington Street Chicago, Illinois 60602

Periodicals Postage P a i d Chicago, Illinois and additional offices

ADDRESS SERVICE REQUESTED

Claudia Olariu Programmers Christine Tan Quality Assurance Sandra Benedict Product Managment Peggy Seemann Publisher Susan Dziubinski President, Research Don Phillips ©2013 Morningstar, Inc.

new editor. new strategy. new ideas.

All rights reserved. Reproduction by any means is prohibited.While data contained in this report are gathered from reliable sources, accuracy and completeness cannot be guaranteed. The publisher does not give investment advice or act as an investment advisor. All data, information, and opinions are subject to change without notice. Reprints of articles and information appearing in Morningstar FundInvestor are available in quantity. Please call 312-696-6100 . For inquiries regarding your subscription, contact: newslettersupport@morningstar.com. Address all correspondence to Peggy Seemann, Morningstar, 22 W. Washington Street , Chicago, IL 60602 . Morningstar FundInvestor (ISSN 1099-0402) is published monthly by Morningstar, Inc., 22 W. Washington Street , Chicago, IL 60602 . For subscrip- tions call: toll-free 1866 608-9570 . Periodicals postage paid at Chicago, IL and at additional mailing offices. POSTMASTER : Send address changes to Morningstar FundInvestor, 22 W. Washington Street , Chicago, IL 60602 . FSN 201307 (ISSN 1099-0402) This publication is printed on Cascades Rolland Enviro 100 Satin paper, which contains 100% postconsumer waste fiber and is manufactured using biogas energy.

Find fresh ideas for income and global investing with the new Morningstar ETFInvestor.

The new Morningstar ETFInvestor scans the globe for value and improving funda- mentals across virtually all asset classes. Our new editor, Samuel Lee, draws upon academic and practitioner research—including Morningstar’s sizable bench of stock, bond, and fund analysts—to find reliable drivers of outperformance. The centerpiece of the new Morningstar ETFInvestor is two new global portfolios. Income-seekers will find fresh ideas in the ETF Income Portfolio, which seeks to return 5% above the 30-day T-bill. The ETF Global Asset-Allocation Portfolio, meanwhile, provides access to undervalued asset classes with improving fundamentals.

Morningstar ETFInvestor Special Rate for Newsletter Subscribers

One-Year Subscription Print | $199 $159

Call Now to Save $40 1-866-910-1145 Mention promo code: ETFSAVE40

Uncover new investing ideas with Morningstar ETFInvestor . At $40 off, and with the Morningstar Guarantee, you have nothing to lose—only fresh ideas to gain.

Made with