(PUB) Investing 2015

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 04-30-15

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 Large Growth Amana Growth Investor AMAGX American Century Growth Inv TWCGX American Century Ultra Inv TWCUX American Funds AMCAP A AMCPX

YTD 1 Yr

3 Yr

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

(R²)

—

3.4 14.9 15.3 13.6

8.8

— — 89 62 70 68 22 30 39 63 16 50 22 89 93 93 21 32 42 56 56 46 55 38 55 54 78 96 52 64 34 74 58 34 57 96 17 7 91 71 94 75 96 98 19 14 81 87 89 97 72 97 93 45 96 71 77 80 77 38 82 92 1 44 11 15 92 67 12 88 95 54 67 10 51 35 26 31 89 34 80 30 1 4 6 9 8 6 23 9 10 1 7 5 28 20 10 6

— — — 91 92 16 82 66 44 36 21 67 11 33 36 15 53 41 5 24 13 93 91 71 87 87 80 16 27 27 52 35 16 69 30 17 47 13 27 7 36 14 12 84 93 31 17 18 9 21 15 31 68 61 65 89 17 50 82 77 92 67 — 37 74 85 81 74 47 55 93 57 69 56 65 90 69 89 46 56 44 11 3 2 42 43 6 1 1 3 41 10 3 1 1 20 49 68 67 4 6 16

— 10.86 (82)

—

1.2 13.6 12.5 10.9 10.3

0.3 0.3

9.95 (87) 9.98 (89)

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

„ x ´

QQQQ

2.5 13.1 13.3 12.9 4.6 17.1 16.2 15.1 3.9 13.5 17.8 14.4 5.0 15.0 17.4 13.5

8.9 8.1 9.2 9.1

QQQ

0.3 11.04 (82)

]QQQQ

0.0 0.3

9.51 (89) 9.72 (87)

Œ

QQQ QQQ

American Funds Growth Fund of Amer A AGTHX American Funds New Economy A ANEFX ASTON/Montag & Caldwell Growth N MCGFX

´

4.6 10.1 18.7 14.9 10.5

0.5 10.23 (75)

Œ

QQQQ

0.8 9.4 12.0 11.0 4.7 16.7 12.9 11.3

8.0 7.7

0.2

9.21 (85)

´ x „

QQQ

Calamos Growth A CVGRX

0.0 12.47 (74) 0.0 11.35 (80) 0.6 10.02 (93)

Q

3.7 14.3 21.4 18.8 10.0

ClearBridge Aggressive Growth A SHRAX

QQQQ

Fidelity FFIDX

—

3.1 15.4 15.5 12.8

8.1

QQQ

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX Fidelity Contrafund FCNTX Fidelity Focused Stock FTQGX Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

4.6 20.0 18.9 16.3 10.3

0.1 0.2 0.2 0.1

11.6 (79) 9.75 (75) 9.82 (83) 11.9 (71)

´ ´ „

QQQQQ

3.2 16.2 17.4 14.7

9.7

QQQQ

3.2 14.6 15.4 14.3 10.3 2.1 7.8 14.4 14.6 10.2 5.0 20.6 17.8 17.0 12.3

[QQQQ

—

QQQQ

0.1 12.16 (72) 0.1 10.96 (66) 0.1 12.44 (64) 0.6 10.62 (86) 0.0 13.79 (57) 0.1 11.73 (70) 0.2 10.26 (85) 0.1 11.81 (79) 0.0 11.92 (73) 0.0 11.02 (84) 0.7 10.21 (93) 0.0 11.43 (84) 0.0 10.99 (69) 0.0 10.94 (73) 0.0 13.62 (54) 0.6 11.53 (73) 0.0 10.18 (82) 0.7 10.4 (92) 0.0 9.91 (83) 0.6 10.59 (83) 0.9 9.78 (90) 0.6 9.68 (97)

„

QQQQQ

— —

3.3 13.4 15.6 15.6

9.7

Avg

QQQQ

4.0 12.5 18.4 14.3 10.4

High

QQQ

6.6

Fidelity Magellan FMAGX

3.0 16.5 17.7 11.8

Avg Avg

x ´ ´ x x x „ Œ „ ´ x x ´ Œ Œ „ Œ „ x ´ ´ ´ Œ „ x — ´ — —

QQ

Fidelity New Millennium FMILX Fidelity OTC Portfolio FOCPX

3.0 7.9 15.9 14.0 11.4 5.6 25.3 21.3 17.2 13.4 6.9 20.5 16.4 15.2 10.1 4.3 18.3 18.1 15.1 10.4

]QQQQ

High +Avg

QQQQQ

Harbor Capital Appreciation Instl HACAX

QQQQ QQQQ

Janus Research T JAMRX

Avg

Janus T JANSX

5.7 20.8 16.4 12.8

8.3

-Avg

QQQ QQQ QQQ

Janus Twenty T JAVLX

1.0 12.7 14.6 11.2 10.3

Avg

Jensen Quality Growth J JENSX

0.6 12.3 15.5 12.0

7.8 —

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

0.4

6.5 12.3 12.9

Lateef A LIMAX

QQ

Laudus US Large Cap Growth LGILX

4.8 19.1 15.9 15.8 11.8

QQQQ

Litman Gregory Masters Equity Instl MSEFX

1.8 10.5 16.1 12.5 1.2 7.2 13.4 12.5 2.4 7.0 15.2 10.7 0.9 15.6 14.4 13.3 0.4 12.7 12.6 12.8 2.2 11.8 15.7 13.4

7.3 8.8 8.4 8.2 7.2 8.9

QQ

LKCM Equity Instl LKEQX

QQQ

Manning & Napier Equity EXEYX

QQ

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

QQQ

QQ QQ

Morgan Stanley Inst Growth A MSEGX PRIMECAP Odyssey Growth POGRX RiverPark/Wedgewood Retail RWGFX

8.1 21.3 18.2 16.8 11.5 2.2 16.2 19.5 14.4 10.8

8

4

5 9

QQQQ

3 33

[QQQQ

1.7 9.6 14.2

—

—

71 — —

]QQQ

9.6 15.6 18.2 17.3 10.7 5.5 19.0 17.5 16.5 10.2

Sequoia SEQUX

8

2 11 5 18

0.0 0.0 1.0

9.34 (64) 11.4 (73) 9.58 (96)

QQQQQ

T. Rowe Price Blue Chip Growth TRBCX T. Rowe Price Growth & Income PRGIX T. Rowe Price Growth Stock PRGFX T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX Touchstone Sands Capital Select Growth Z PTSGX

14

[QQQQ

0.9 13.3 15.8 13.2

8.0

44 61 73 19 10 18 11 22 13 71 80 53

QQQ

6.3 20.2 17.2 15.9 10.2 5.8 20.8 17.8 15.0 10.5

0.0 11.05 (72) 0.0 10.73 (74) 1.1 10.04 (88)

QQQQ QQQQ

5.4 10.3 14.2 12.1

8.6

]QQQ

0.6 14.5 14.8 17.5 10.8 2.7 19.8 23.7 15.2 11.5

63

2 10

0.0

13.9 (60)

QQQQ

Vanguard Capital Opportunity Inv VHCOX Vanguard Growth Index Adm VIGAX Vanguard Morgan Growth Inv VMRGX Vanguard PRIMECAP Core Inv VPCCX

1 18

5

0.5 10.96 (70) 1.2 10.14 (90)

QQQQQ

3.4 16.4 16.6 15.3 4.4 16.9 15.6 14.2

9.7 9.0

29 16 27 47 39 41

QQQQ

0.6 1.2 1.0

10.7 (85) 9.11 (88) 9.47 (87)

QQQ

1.2 16.5 20.5 15.1 10.9 1.9 17.0 21.4 15.8 11.1

1 21 1 11

9 7

Œ Œ

QQQQQ QQQQQ

Vanguard PRIMECAP Inv VPMCX

Russell 1000 Growth Index

4.4 16.4 1.9 12.9

16.4 15.3 16.7 14.2

9.4 8.3

S&P 500 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.