(PUB) Investing 2015
Morningstar FundInvestor
May 2015
19
Tracking Gold-Rated Funds
% Gold in Top Quartile
% Gold in Top Quartile
% Gold in Top Quartile
Trailing 10 Years Batting Average
Trailing 5 Years Batting Average
Trailing 3 Years Batting Average
Asset Group
US Stock
71.14 77.84 78.92 70.51 88.66
39.77 44.17 45.45 42.19 55.23
69.85 69.33 78.78 45.95 86.98
39.55 40.00 41.41 22.03 52.98
75.84 63.75 78.22 52.68 85.51
44.06 29.71 34.27 17.31 55.63
Taxable Bond
International Stock
Municipal Bond
Balanced
Data through April 30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Finding Value Overseas
MainStay ICAP International Fund Class ICEUX
Tweedy, Browne Global Value Fund TBGVX
24000
26000
Fund Return %
Category Return %
Fund Return % 105.63
CategoryReturn %
82.94
59.37
59.37
18000
19500
18,000
19,500
QQQQ
QQQQQ
´
•
12000
13000
12,000
13,000
Process
Positive Positive Positive
Process
Positive Positive Positive Positive
Performance
Performance
6000
6500
6,000
6,500
People Parent
People Parent
¶ Neutral ¶ Neutral
0
0
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15
Price
§ Negative
Price
32000 Causeway International Value Fund Class Investor CIVVX
20000 Vanguard International Value Fund Investor Shares VTRIX
Fund Return % 83.67
Category Return %
Fund Return % 141.33
Category Return %
59.37
109.82
24000
15000
15,000
24,000
QQQQ
QQQQ
´
Œ
16000
10000
10,000
16,000
Process
Positive
Process
Positive Positive Positive Positive
¶ Neutral
Performance
Performance
8000
5000
5,000
8,000
People Parent
Positive Positive Positive
People Parent
0
0
Price
05 2007 2009 2011 2013 15
2004 2006 2008 2010 2012 2014
§ Negative
Price
Oakmark International Fund Class OAKIX
20000
Fund Return %
Category Return %
77.21
45.54
15000
15,000
QQQQQ
Œ
10000
10,000
Process
Positive Positive Positive Positive
Performance
5000
5,000
People Parent
0
2010 2011 2012 2013 2014
¶ Neutral
Price
Return data through April 30, 2015.
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