                                         777

$1 .  5 . (     Magellan,    -
  $2,854 .),       .

 . 17 ,       -
:   . ,     -
   . Morningstar   
   ,     -
  .     
 ,        . Morningstar  -
 ,         -
 .   Magellan   ,   
        ,  
       .

         
     (    -
 ),        .
    (Short Term) (   -
   ),  (Intermediate Term) (   -
      )   (Long Term) (  
  ).        
      .    -
:  (       ), 
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   ).

22..6   

    Morningstar    
   ,      
      .     
 :

1.         S&P 500,  -
       . , , -
    ,    NASDAQ,
    .

2.     . 24,     -
   : (1)     -
      ; (2)    
       
     ; (3)  ,  . -
  Morningstar     ,  
        .

3.         -
      . -
,         -
   (      -
,  Morningstar),     . 
      , -
  NYSE,      ,    NYSE,
  ,    NASDAQ.  ,    -
       . ,
  ( ,  ,   
   )     
 .