(PUB) Investing 2015
July 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
69.00
40.75
67.51
40.00
67.26
41.70
Taxable Bond
75.63 78.17 69.62 88.60
44.17 43.20 40.63 54.39
66.75 75.09 45.19 85.31
39.07 39.29 21.67 52.69
53.20 65.37 55.39 83.56
27.54 34.86 19.23 53.55
International Stock
Municipal Bond
Balanced
Data through June 30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Multisector Medalists
Fidelity Strategic Income FSICX
PIMCO Income PONDX
20000
26000
Fund Return %
Category Return %
Fund Return %
CategoryReturn %
82.74
62.52
109.70
48.16
15000
19500
15,000
19,500
QQQQ
QQQQQ
•
•
10000
13000
10,000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Process
Performance
Performance
5000
6500
5,000
6,500
People Parent
People Parent
0
0
2006 2008 2010 2012 2014
2008
2010
2012
2014
Price
Price
Vanguard Convertible Securities VCVSX
T. Rowe Price Spectrum Income RPSIX
24000
20000
Fund Return %
Category Return %
Fund Return % 123.29
Category Return %
71.38
62.52
95.09
18000
15000
15,000
18,000
QQQ
QQQQ
•
´
12000
10000
10,000
12,000
∞ Positive ¶ Neutral ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
6000
5000
5,000
6,000
People Parent
People Parent
0
0
Price
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
Price
Loomis Sayles Bond Retail LSBRX
24000
Fund Return %
Category Return %
115.16
76.44
18000
18,000
QQQQ
Œ
12000
12,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Performance
6000
6,000
People Parent
0
2005 2007 2009 2011 2013
Price
Return data through June 30, 2015.
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