(PUB) Investing 2015
June 2015
Morningstar FundInvestor
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
70.28
40.23
68.83
38.46
68.7
43.66
Taxable Bond
76.41
42.33 43.20 41.54 54.39
67.71 72.13 45.65 84.47
38.41 39.39 20.00 52.41
56.85 61.57 55.24 82.62
28.78 32.95 17.65 49.35
International Stock
74.8
Municipal Bond
70.11
Balanced
88
Data through May 29, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Mid-Value Medalists
American Century Mid Cap Value Fund Investor Class ACMVX
26000 Artisan Mid Cap Value Fund Investor Class ARTQX Fund Return %
32000
Fund Return % 169.19
Category Return %
CategoryReturn %
124.82
141.45
124.82
24000
19500
24,000
19,500
QQQQQ
QQQ
•
•
16000
13000
16,000
13,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
Process
Process
Performance
Performance
8000
6500
8,000
6,500
People Parent
People Parent
0
0
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15
Price
Price
Fidelity ® Low-Priced Stock FLPSX
24000 Diamond Hill Small Mid Cap Fund Class A DHMAX
32000
Fund Return % 134.56
Category Return %
Fund Return % 157.04
Category Return %
106.80
124.82
24000
18000
18,000
24,000
QQQ
QQQQ
Œ
•
16000
12000
12,000
16,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
8000
6000
6,000
8,000
People Parent
People Parent
0
0
Price
2006 2008 2010 2012 2014
05 2007 2009 2011 2013 15
Price
T. Rowe Price Mid-Cap Value Fund TRMCX
Vanguard Selected Value Fund Investor Shares VASVX
60000
Fund Return %
CategoryReturn %
Fund Return % 478.28
Category Return %
161.46
132.41
292.92
45000
45,000
36,000
QQQQ
QQQQ
Œ
Œ
30000
30,000
24,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
15000
15,000
12,000
People Parent
People Parent
0
2000 2004 2007 2010 2014
2003 2005 2007 2009 2011 15
Price
Price
Return data through May 29, 2015.
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