(PUB) Investing 2015
24
Historical Performance
Historical Risk
Morningstar Rating vs.Category 5 Best
Total Return % 12-31-14
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)
— 10.0 10.0 19.4 14.1 7.7 — — — — — — 10.92 (82) —
„ QQQQ ˇ QQQ ´ QQQ Œ QQQ ´ QQQ Œ QQQQ „ QQQ „ QQQQ ˇ QQQ ´ QQQQQ ´ QQQQ „ QQQQ ˇ Q ˇ QQ ´ QQQQ ´ QQQQQ Œ QQQQ ˇ QQQQ ˇ QQQ ˇ QQQ „ QQQQ „ QQQ Œ QQ ˇ QQQ ˇ ]QQQ ´ QQQ Œ QQQ Œ QQQQQ „ QQQ Œ QQQQQ „ [QQQQ ˇ QQQQ ˇ QQQQ ´ QQ ´ [QQQQ Œ QQQQQ „ QQQQ ˇ QQQ Œ QQQQQ Œ QQQQQ — QQ ´ ]QQQQQ — QQ — QQQ — QQQQ „ QQQQQ — — QQQQ QQQ
14.0 14.0 15.9 12.1 9.9 10 10 93 84 6 0.3 9.37 (86) 11.2 11.2 17.9 13.8 8.0 38 38 76 58 39 0.3 10.25 (89) 9.9 9.9 19.8 15.2 6.8 54 54 46 28 75 0.3 11.23 (83) 12.1 12.1 21.1 15.2 8.2 29 29 23 27 33 0.0 9.48 (87) 9.3 9.3 20.8 13.5 8.0 60 60 27 66 38 0.4 9.98 (86)
Low -Avg
Avg
-Avg -Avg Avg Low High
American Funds Growth Fund of Amer A AGTHX
4.6 4.6 7.4 7.4
American Funds New Economy A ANEFX ASTON/Montag & Caldwell Growth N MCGFX
23.0 14.7 9.2 93 93 5 36 14 0.5 11.0 (79)
15.5 11.5
7.6 79 79 95 91 53 0.2 8.93 (86)
Calamos Growth A CVGRX
8.4 8.4 16.4 11.5 5.9 70 70 90 91 91 0.0 12.8 (76)
14.5 14.5 25.2 19.8
ClearBridge Aggressive Growth A SHRAX
8.8
7 7 1 1 19 0.0 11.04 (78)
Avg
Fidelity FFIDX
12.8 12.8 19.3 13.7 7.4 22 22 56 62 55 0.6 9.8 (94)
-Avg
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
14.6 14.6 23.6 17.0 9.1
6 6 3 5 14 0.1 12.05 (81)
+Avg -Avg -Avg +Avg High
10.8 10.8 22.7 16.3 8.3 42 42 7 11 30 0.2 10.1 (74) 9.6 9.6 19.6 14.8 9.7 56 56 51 34 7 0.2 9.83 (85) 4.6 4.6 18.9 16.0 9.9 94 94 62 14 6 0.1 11.51 (72)
14.4 14.4 23.1 17.8 10.9
7 7 5 3 2 0.1 12.79 (74)
11.4 11.4 20.3 16.8 8.2 36 36 36 7 32 0.1 11.18 (69) 11.5 11.5 23.3 15.4 9.1 34 34 4 24 15 0.1 13.13 (69)
Avg
High
5.8
Fidelity Magellan FMAGX
14.1 14.1 22.1 12.6
10 10 10 79 92 0.7 10.45 (91)
Avg Avg
Fidelity New Millennium FMILX Fidelity OTC Portfolio FOCPX
7.0 7.0 19.3 15.7 9.7 82 82 56 19 7 0.7 10.26 (85)
16.5 16.5 23.8 17.8 11.6
3 3 3 3 1 0.0 14.44 (58)
High
Harbor Capital Appreciation Instl HACAX
9.9 9.9 20.5 14.5 8.7 53 53 31 42 22 0.1 12.1 (72) 14.0 14.0 21.6 15.9 9.2 11 11 16 16 14 0.2 10.42 (86) 12.8 12.8 19.8 12.5 7.0 23 23 45 80 69 0.0 10.14 (85) 8.9 8.9 21.0 11.7 9.2 64 64 24 88 12 0.6 11.18 (77) 11.7 11.7 18.8 13.2 7.5 32 32 64 71 55 1.0 9.27 (89) 5.1 5.1 17.9 13.9 — 92 92 76 56 — 0.1 11.38 (79) 8.7 8.7 20.9 15.4 10.5 67 67 25 23 3 0.0 12.28 (73) 11.1 11.1 19.5 14.3 6.0 39 39 51 46 89 0.0 10.97 (83) 6.4 6.4 17.2 14.4 8.3 85 85 84 44 30 0.7 9.34 (93) 8.4 8.4 17.7 11.8 7.9 70 70 78 88 41 0.0 10.74 (81) 11.4 11.4 19.8 14.6 7.5 36 36 46 39 54 0.0 11.08 (71) 8.7 8.7 18.3 14.3 6.5 67 67 71 45 81 0.0 11.07 (74) 10.2 10.2 19.5 14.3 8.1 50 50 52 45 38 0.6 9.22 (97) 6.3 6.3 22.0 16.6 9.8 86 86 11 8 6 0.0 14.16 (57) 13.9 13.9 22.8 15.9 10.1 11 11 6 16 5 0.6 11.44 (72) 9.3 9.3 19.7 — — 60 60 49 — — 0.0 9.93 (79) 7.6 7.6 18.7 17.8 9.2 78 78 66 3 13 0.0 8.65 (64) 9.3 9.3 22.4 16.7 8.8 60 60 8 7 19 0.0 11.78 (76) 12.9 12.9 19.9 14.4 7.3 21 21 44 43 60 1.0 9.12 (96) 8.8 8.8 21.7 15.8 8.8 65 65 15 17 20 0.0 11.51 (74) 9.4 9.4 19.6 15.3 9.1 58 58 49 25 15 0.0 10.7 (75) 5.6 5.6 17.1 12.6 7.5 90 90 85 80 54 1.1 10.31 (89) 7.9 7.9 23.1 18.9 9.6 75 75 5 1 8 0.0 14.54 (60)
+Avg
Janus Research T JAMRX
Avg
Janus T JANSX
-Avg Avg Low
Janus Twenty T JAVLX
Jensen Quality Growth J JENSX
Lateef A LIMAX
Avg
Laudus US Large Cap Growth LGILX
+Avg
Litman Gregory Masters Equity Instl MSEFX
Avg Low Avg
LKCM Equity Instl LKEQX
Manning & Napier Equity EXEYX
Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX
Avg Avg Low High +Avg -Avg Low +Avg
Morgan Stanley Growth A MSEGX PRIMECAP Odyssey Growth POGRX
RiverPark/Wedgewood Retail RWGFX
Sequoia SEQUX
T. Rowe Price Blue Chip Growth TRBCX T. Rowe Price Growth & Income PRGIX T. Rowe Price Growth Stock PRGFX
Low
+Avg
T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX Touchstone Sands Capital Select Growth Z PTSGX
Avg Avg
High
26.2 15.9 10.2
Vanguard Capital Opportunity Inv VHCOX Vanguard Growth Index Adm VIGAX Vanguard Morgan Growth Inv VMRGX Vanguard PRIMECAP Core Inv VPCCX Vanguard PRIMECAP Inv VPMCX
18.9 18.9
1 1 1 15 4 0.6 11.0 (70)
Avg
13.6 13.6 20.7 16.0 8.6 14 14 28 14 22 1.2 10.14 (91)
-Avg
10.9 10.9 19.8 14.8 7.9 41 41 45 35 43 0.7 11.01 (85)
Avg Low Low
19.3 19.3
23.0 16.2 10.4
1 1 5 12 4 1.2 8.8 (86) 1 1 2 12 4 1.1 9.23 (85)
18.7 18.7 24.1 16.2 10.1
Russell 1000 Growth Index
12.8 12.8 20.0 15.6 8.3 13.6 13.6 20.4 15.4 7.6
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.
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