(PUB) Investing 2015

30

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 03-31-15

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)

—

5.4 11.2 15.0 14.5 9.2 — — — — — — 11.78 (73) 7.0 17.3 17.2 16.5 11.3 19 5 20 15 11 0.0 9.37 (74) 5.6 10.9 16.8 14.1 8.5 49 57 25 58 68 0.2 11.29 (76) 4.3 5.4 13.6 13.6 9.6 72 90 67 66 41 0.3 11.15 (70)

—

´ QQQQ ´ QQQ ´ QQQ Œ QQQQQ

Janus Enterprise T JAENX

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

26.4 20.6 14.4

5.9 18.0

39 4 1 1 1 0.2 14.48 (60)

2.6 0.0 9.1 11.2 9.8 92 97 97 93 36 0.4 12.9 (64)

„ QQ

Royce Premier Invmt RYPRX

8.9 17.6 12.8 20.4 — 3 4 82 1 — 0.0 18.1 (27) 6.5 17.2 18.4 17.0 11.9 27 5 8 10 4 0.0 10.88 (75) 5.2 8.6 12.8 12.3 8.4 57 73 82 86 71 0.0 13.23 (68) 6.9 16.7 16.7 16.8 10.8 20 8 26 13 17 0.1 11.44 (78) 1.7 8.7 12.3 13.0 9.8 97 72 86 76 38 0.0 10.45 (86)

[QQQ

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

—

ΠQQQQQ

QQ

—

´ QQQQ

[QQQ

Westport R WPFRX

—

Mid-Cap Blend

— 3.3 8.8 15.7 13.7 8.4 — — — — — — 11.18 (79) —

QQQ

Ariel Appreciation Investor CAAPX

—

4.3 13.9 19.2 15.3 9.3 38 11 9 29 37 0.6 13.42 (84)

6.7 19.5 21.6 16.1 7.9 2.3 7.0 18.7 14.9 11.2

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

Ariel Investor ARGFX

5 1 1 9 70 0.5 13.97 (77) 72 67 14 41 2 0.1 13.86 (79)

ASTON/Fairpointe Mid Cap N CHTTX

Fidelity Spartan Extended Mkt Index Inv FSEMX

5.3 10.3 17.4 15.8 10.3 12 46 29 15 5 1.2 11.78 (77) 0.7 7.0 16.4 15.1 9.9 86 67 46 34 18 0.3 10.26 (82)

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

2.4 7.0 12.9 13.2 10.5 71 66 84 69 4 0.1 10.21 (80)

Longleaf Partners Small-Cap LLSCX

6.0 13.4 20.3 16.5 10.5

8 14 2 6 3 0.0 9.2 (62)

Osterweis OSTFX

4.3 8.7 15.6 11.7 7.8 40 56 61 84 70 1.3 10.13 (85) 5.3 10.2 17.5 16.0 10.2 13 47 27 13 8 1.3 11.82 (77) 4.3 14.9 17.9 16.1 10.0 39 6 22 11 14 1.2 10.49 (88)

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

5.2 14.3 20.8 18.2 4.5 8.3 13.8 14.6 -0.4 5.0 12.5 10.3

Vanguard Strategic Equity Inv VSEQX

9.1 21 10 2 1 44 1.0 11.1 (84) 35 58 80 49 75 0.0 9.26 (71) 7.7 93 74 86 88 71 0.0 14.02 (76) 7.4

Weitz Hickory WEHIX

QQ

Westport Select Cap R WPSRX

— —

]QQQ

Westwood SMidCap Institutional WHGMX

4.8 6.4 14.6 13.9 — 31 70 75 62 — 0.1 11.98 (81)

Mid-Cap Value

— 2.6 8.9 16.3 13.7 8.4 — — — — — — 10.83 (83) —

„ QQQQQ „ QQQ ´ Q Œ QQQ „ QQQ „ QQQQ

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

1.5 13.6 17.5 14.8 10.5 79 13 31 31 6 1.0 8.95 (89) 2.0 1.8 12.7 13.1 9.4 68 94 89 71 26 0.6 11.04 (82) -2.2 -7.0 7.7 9.1 8.2 98 99 98 97 61 0.0 13.63 (69) 4.2 9.5 18.0 15.0 — 16 47 24 22 — 0.1 11.34 (78) 4.2 8.3 17.8 14.6 9.2 17 63 27 33 33 0.7 11.11 (78) 1.8 7.4 15.2 14.2 9.5 73 72 71 47 18 1.0 10.37 (88) 3.1 10.9 19.0 15.0 8.5 42 30 11 22 54 0.8 10.77 (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

—

-4.9 -11.5 5.2 8.4 6.5

„ Q

100 100 99 98 90 0.0 13.07 (59) 9.0 37 18 2 10 40 0.7 11.35 (86)

High +Avg

3.2 12.3 21.0 16.1

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

0.0 6.8 11.3 9.9 8.2 93 77 94 93 64 2.7 9.35 (88)

Low

9.7

ΠQQQQ ΠQQQQ

2.9 9.7 17.1 13.3

46 43 41 66 15 0.9 10.26 (88)

Avg

1.3 5.5 16.9 14.5 9.0 82 89 47 37 38 1.3 10.26 (86)

-Avg

Small Growth

— 5.8 8.1 15.2 15.1 9.2 — — — — — — 13.82 (60) —

„ QQQ „ QQ ´ QQQ Œ QQQQQ

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

2.3 1.7 13.5 16.5 8.2 95 90 78 27 76 0.0 15.87 (36) 2.8 3.3 10.4 12.3 9.0 93 85 96 90 60 0.0 14.09 (62) 5.6 8.5 15.5 15.0 8.7 51 52 47 52 67 0.0 12.15 (70)

High

Avg

Baron Small Cap Retail BSCFX

-Avg +Avg

4.8 9.6 18.5 17.7 14.2

Brown Capital Mgmt Small Co Inv BCSIX

72 39 12 14 1 0.0 14.29 (45) 8.3 84 92 77 95 76 0.0 13.4 (54)

3.9 0.6 13.6 11.0

´ [QQ

Buffalo Small Cap BUFSX

Avg

10.4

7.2

´ ]QQQ „ QQQQ

Century Small Cap Select Inv CSMVX Champlain Small Company Adv CIPSX

8.3 13.9 15.8

1 54 74 37 90 0.0 13.98 (60)

Avg Low

3.1 9.2 13.9 14.9 10.9 91 44 73 54 9 0.0 11.89 (57)

Russell MidCap Growth Index

5.2 15.3 17.2 16.3 10.0 5.3 12.2 17.0 15.7 10.3 2.4 11.5 18.4 15.6 9.5

S&P MidCap 400 Index

Russell MidCap Value 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.