(PUB) Investing 2015

30

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 02-28-15

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion

Risk Relative to Category

Morningstar Analyst Rating

1  Best, 100  Worst

A N N U A L I Z E D

Morningstar 500 Domestic Equity Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

— 4.6 8.3 15.5 15.8 8.9 — — — — — — 11.8 (74) —

´ QQQQ ´ QQQ ´ QQQ Œ QQQQQ

Janus Enterprise T JAENX

6.0 15.2 17.7 17.5 11.0 17 5 21 19 11 0.0 9.37 (75) 5.0 11.4 17.3 15.2 8.3 43 22 25 62 65 0.2 11.28 (76) 3.0 5.0 13.7 14.4 9.5 87 79 76 75 36 0.3 11.15 (72)

Low Avg -Avg High +Avg High -Avg +Avg High High High +Avg -Avg -Avg Low -Avg +Avg -Avg Avg Low High +Avg Avg Low

Meridian Contrarian Legacy MVALX Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX

28.1 22.2 14.1

6.0 13.9 1.4 -0.8

16 7 1 1 1 0.2 14.47 (60)

8.6 12.3 9.4 96 95 98 94 39 0.4 12.91 (65)

„ QQ

Royce Premier Invmt RYPRX

9.5

4.5 15.3 22.6

QQQQ

Scotia Dynamic U.S. Growth I DWUGX T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

—

— 2 82 50 1 — 0.0 18.31 (28)

ΠQQQQQ

5.4 14.0 18.8 18.5 11.7 32 6 9 10 4 0.0 10.88 (76) 4.8 4.0 13.4 13.8 8.1 50 85 81 86 70 0.0 13.24 (70) 5.4 13.4 16.9 18.0 10.5 34 10 29 13 18 0.1 11.44 (80) 2.3 9.6 13.3 14.3 10.2 92 41 82 78 24 0.0 10.43 (87)

QQ

— — —

QQQQ QQQQ

Westport R WPFRX

Mid-Cap Blend

— 3.2 9.1 16.2 15.1 8.2 — — — — — — 11.15 (80) —

QQQ

Ariel Appreciation Investor CAAPX

—

4.2 12.6 20.3 17.0 9.2 15 18 6 19 34 0.6 13.42 (84)

5.2 16.9 22.2 17.8 7.7 2.9 8.6 19.5 16.5 11.2

´ QQ „ QQQQ Œ QQQQ „ ]QQQQQ Œ QQQQ Œ QQQQQ ´ QQQ Œ QQQQ Œ [QQQQ ˇ QQQQ „ QQQ

Ariel Investor ARGFX

6 3 1 8 70 0.5 13.98 (79) 67 58 12 34 1 0.1 13.8 (78)

ASTON/Fairpointe Mid Cap N CHTTX

Fidelity Spartan Extended Mkt Index Inv FSEMX

4.0 8.2 17.8 17.2 10.0 19 63 33 17 7 1.2 11.79 (79) 3.1 9.4 17.9 16.4 10.0 61 51 30 37 6 0.3 10.04 (80)

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

3.1 8.6 14.0 14.8 10.5 63 56 82 64 4 0.1 10.18 (80)

5.6 14.1 20.5 18.8 10.7 5.2 9.6 16.1 12.8 7.8

Longleaf Partners Small-Cap LLSCX

2 11 5 3 2 0.0 9.18 (61) 6 50 59 85 68 1.3 10.06 (82)

Osterweis OSTFX

Vanguard Extended Market Idx Adm VEXAX Vanguard Mid Cap Index Adm VIMAX

4.0 8.1 17.9 17.4 9.8 22 65 31 14 11 1.3 11.83 (79) 3.9 14.2 18.6 17.6 9.8 26 10 23 10 12 1.2 10.47 (89)

4.0 13.9 21.1 19.6 4.0 7.3 14.0 16.1

Vanguard Strategic Equity Inv VSEQX

8.7 18 12 3 2 43 1.0 11.1 (85) 22 72 83 45 73 0.0 9.25 (71) 7.9 97 74 87 87 65 0.0 14.01 (75) 7.2

Weitz Hickory WEHIX

0.1 4.6

12.6 12.1

QQ QQ

Westport Select Cap R WPSRX

— —

7.0

6.2 14.9 14.7 — 11 76 78 68 — 0.1 11.96 (81)

Westwood SMidCap Institutional WHGMX

Mid-Cap Value

— 2.6 10.3 17.0 15.2 8.3 — — — — — — 10.81 (83) —

„ QQQQQ Œ QQQ ´ Q Œ QQQ „ ]QQQ „ QQQQ

American Century Mid Cap Value Inv ACMVX Artisan Mid Cap Value Investor ARTQX

1.8 16.5 18.5 16.0 10.5 80 3 28 37 6 1.0 8.91 (89) 2.8 4.5 13.5 14.2 9.5 43 94 88 78 18 0.6 10.99 (81) -1.3 -5.3 8.8 10.9 8.3 98 98 98 95 58 0.0 13.62 (70) 3.4 10.9 17.7 16.0 — 25 47 45 36 — 0.1 11.37 (76) 3.7 8.7 18.1 16.1 8.9 19 72 36 36 39 0.7 11.09 (78) 2.8 9.7 16.5 15.8 9.4 46 63 67 42 19 1.0 10.3 (88) 3.0 11.8 19.9 16.7 8.3 36 33 11 21 53 0.8 10.75 (87)

Low Avg High

Delafield Fund DEFIX

Diamond Hill Small-Mid Cap A DHMAX Fidelity Leveraged Company Stock FLVCX

Avg Avg Avg Avg

Fidelity Low-Priced Stock FLPSX

QQQ

Fidelity Value FDVLX FPA Capital FPPTX

—

-1.4 -5.7 5.8 10.3 6.9

„ Q

98 98 99 98 84 0.0 12.94 (54) 9.0 42 9 3 10 36 0.7 11.32 (86)

+Avg +Avg

2.9 15.2 21.5 17.5

QQQQ

Harbor Mid Cap Value Investor HIMVX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX

—

„ QQQ

0.3 8.6 11.8 11.0 8.1 96 74 94 94 61 2.7 9.32 (87)

Low

9.7

ΠQQQQ ΠQQQQ

3.3 12.0 18.0 14.8

29 28 38 67 12 0.9 10.21 (88)

Avg

2.5 8.0 18.1 16.3 9.3 56 79 36 24 25 1.3 10.16 (85)

-Avg

Small Growth

— 4.1 4.2 15.5 16.5 8.7 — — — — — — 13.83 (62) —

„ QQQ „ QQ ´ QQQ Œ QQQQQ ´ ]QQQ ´ QQ „ QQQQ

Artisan Small Cap Investor ARTSX ASTON/TAMRO Small Cap N ATASX

1.1 -6.3 13.3 17.7 7.8 93 97 82 31 75 0.0 15.87 (36) 2.3 1.5 10.8 13.8 8.6 83 72 96 88 56 0.0 14.09 (63) 4.3 4.8 15.9 16.1 8.5 46 46 43 58 57 0.0 12.17 (72) 3.1 5.1 19.1 18.5 13.5 73 43 10 21 1 0.0 14.32 (47) 14.6 12.7 8.0 75 93 68 93 72 0.0 13.46 (56) 3.0 -3.9

High

Avg

Baron Small Cap Retail BSCFX

-Avg +Avg

Brown Capital Mgmt Small Co Inv BCSIX

Buffalo Small Cap BUFSX

Avg

8.2

Century Small Cap Select Inv CSMVX Champlain Small Company Adv CIPSX

5.2 13.4 17.2 7.0

1 42 81 37 86 0.0 13.97 (62)

Avg Low

0.8 7.6 14.1 15.6 10.5 95 24 74 68 8 0.0 11.9 (61)

Russell MidCap Growth Index

5.1 13.0 18.0 17.7 9.8 3.9 11.1 17.2 17.0 10.1 2.6 13.4 19.3 17.3 9.4 4.8 7.6 18.0 18.1 9.4

S&P MidCap 400 Index

Russell MidCap Value Index Russell 2000 Growth Index

Legend

Red  Lowest return in group Green  Highest return in group Italic  Extended performance

E  New this month ][  Increase/decrease in rating NR  No Morningstar Rating; fund less than three years old.