(PUB) Investing 2015

30

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 Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

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

(R²)

— 7.0 7.0 18.2 14.8 8.3 — — — — — — 11.83 (74) —

´ QQQQ ´ QQQ ´ QQQ Œ QQQQQ

Janus Enterprise T JAENX

11.9 11.9 19.8 16.3 10.2 12 12 29 22 13 0.0 9.69 (75) 6.1 6.1 18.9 14.2 7.7 62 62 40 62 65 0.2 10.87 (75) -0.2 -0.2 14.5 13.8 9.4 94 94 93 69 26 0.3 10.52 (67)

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

Meridian Contrarian Legacy MVALX Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX

16.6 16.6 29.8 21.5 13.1

1 1 1 1 1 0.2 14.26 (57)

12.2 12.1 9.3 95 95 98 91 30 0.4 12.86 (62)

„ QQ

Royce Premier Invmt RYPRX

-0.9 -0.9

QQQ

Scotia Dynamic U.S. Growth I DWUGX T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

—

5.0 5.0 16.7 20.2 — 71 71 69 1 — 0.0 18.53 (30)

ΠQQQQQ

13.2 13.2 20.8 17.4 10.9

6 6 14 10 4 0.0 10.65 (75)

QQ

—

7.8 7.8 16.1 12.8 7.5 42 42 79 85 69 0.0 13.26 (68) 10.9 10.9 19.5 16.4 9.7 19 19 32 18 22 0.1 11.47 (80) 8.6 8.6 16.2 14.2 9.9 34 34 79 61 17 0.0 10.23 (86)

´ QQQQ „ QQQQ

Westport R WPFRX

Mid-Cap Blend

— 7.8 7.8 19.0 14.8 7.9 — — — — — — 11.09 (79) —

QQQ

Ariel Appreciation Investor CAAPX

—

8.2 8.2 23.6 15.9 8.6 51 51 5 36 44 0.6 13.3 (83) 24.5 16.6 7.2 23 23 2 16 70 0.5 13.9 (77) 11.0 11.0

´ QQ „ [QQQQ Œ QQQQ „ QQQQQ Œ QQQQ Œ QQQQQ ´ QQQ Œ QQQQ Œ QQQQ ˇ QQQQ „ QQQ ´ QQQ „ QQQQQ Œ QQQ ´ Q Œ QQQ „ QQQ „ QQQQ ˇ QQQ „ QQ — QQ

Ariel Investor ARGFX

9.7 9.7 22.7 16.2 10.8

ASTON/Fairpointe Mid Cap N CHTTX

30 30 10 24 2 0.1 13.59 (76)

Fidelity Spartan Extended Mkt Index Inv FSEMX

7.7 7.7 20.6 16.8 9.3 58 58 31 14 14 1.2 11.94 (78) 10.3 10.3 20.5 16.0 9.8 27 27 32 31 6 0.3 9.69 (76)

First Eagle Fund of America Y FEAFX

15.7 14.6 10.2 71 71 87 66 2 0.1 9.77 (77)

FMI Common Stock FMIMX

6.5 6.5

Longleaf Partners Small-Cap LLSCX

12.5 12.5 21.7 17.6 10.1

9 9 15 6 4 0.0 9.17 (53) 7.4 76 76 79 87 67 1.4 9.86 (83)

5.6 5.6 17.1 11.6

Osterweis OSTFX

Vanguard Extended Market Idx Adm VEXAX Vanguard Mid Cap Index Adm VIMAX

7.6 7.6 20.8 16.7 9.2 60 60 28 15 20 1.3 11.98 (78)

13.8 13.8

21.3 17.0 9.5

5 5 20 10 9 1.3 10.48 (88)

13.7 13.7 24.1 18.6

Vanguard Strategic Equity Inv VSEQX

8.3 6.4

6 6 2 3 48 1.0 11.42 (87) 90 90 86 11 83 0.0 8.47 (70)

2.3 2.3

Weitz Hickory WEHIX

15.9 17.0

Westport Select Cap R WPSRX

7.7 7.7 16.0 13.6 7.9 58 58 85 81 59 0.0 13.14 (72) 4.9 4.9 16.6 14.4 — 79 79 83 70 — 0.1 11.64 (79)

Westwood SMidCap Institutional WHGMX

Mid-Cap Value

— 9.3 9.3 19.9 15.0 8.1 — — — — — — 10.74 (82) —

American Century Mid Cap Value Inv ACMVX Artisan Mid Cap Value Investor ARTQX

16.3 16.3 20.7 15.9 10.3

2 2 39 31 6 1.0 8.68 (88) 96 96 93 84 9 0.6 10.77 (81)

Low Avg High

9.7

1.5 1.5 15.4 13.3

-4.2 -4.2 14.1 11.7 8.4 98 98 96 93 46 0.0 13.72 (64) 7.2 7.2 20.4 15.5 — 73 73 45 41 — 0.1 11.3 (76) 5.6 5.6 22.5 15.4 9.2 87 87 12 46 19 0.8 11.55 (71) 7.7 7.7 19.7 15.6 9.2 69 69 59 39 19 1.0 10.2 (86) 11.7 11.7 23.1 16.3 8.2 29 29 9 22 51 0.8 10.75 (86)

Delafield Fund DEFIX

Diamond Hill Small-Mid Cap A DHMAX Fidelity Leveraged Company Stock FLVCX

Avg

+Avg

Fidelity Low-Priced Stock FLPSX

Avg Avg

Fidelity Value FDVLX FPA Capital FPPTX

10.0 10.8

-1.3 -1.3

7.4 98 98 99 96 71 0.0 12.52 (51) 97 97 87 89 93 0.3 11.21 (77) 8.7 13 13 5 10 37 0.7 11.32 (87) 5.9

+Avg

Q

Franklin Balance Sheet Investment A FRBSX Harbor Mid Cap Value Investor HIMVX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX

— —

0.7 0.7 16.8 12.7 13.8 13.8 24.7 17.4

Avg

QQQQ

+Avg

„ QQQ Œ QQQQ Œ QQQQ

9.0 9.0 14.8 11.1 8.2 56 56 94 95 53 2.7 9.4 (88) 10.6 10.6 20.3 14.0 9.2 41 41 47 74 20 0.9 10.16 (89) 6.4 6.4 20.3 16.0 9.3 81 81 47 31 18 1.4 9.66 (83)

-Avg

Avg

-Avg

Small Growth

— 2.4 2.4 18.1 15.5 8.0 — — — — — — 13.65 (61) —

„ QQQ „ QQ ´ QQQQ Œ QQQQQ ´ QQQ

Artisan Small Cap Investor ARTSX ASTON/TAMRO Small Cap N ATASX

-0.8 -0.8 18.6 16.6 7.5 79 79 37 32 72 0.0 16.67 (37) 0.2 0.2 14.3 13.4 8.1 73 73 92 84 53 0.0 14.07 (62) 1.7 1.7 18.2 15.0 8.2 63 63 46 61 50 0.0 12.06 (72)

High

Avg

Baron Small Cap Retail BSCFX

-Avg

2.2 2.2 21.4 17.0 12.6

Brown Capital Mgmt Small Co Inv BCSIX

57 57 11 26 1 0.0 13.74 (41)

Avg Avg

Buffalo Small Cap BUFSX

-6.5 -6.5 17.3 12.4 7.3 95 95 62 91 74 0.0 13.17 (54)

´ QQ

Century Small Cap Select Inv CSMVX

-1.1 -1.1 14.8 14.9 6.2 81 81 90 63 89 0.0 12.81 (61)

-Avg

Russell MidCap Growth Index

11.7 11.7 20.5 16.7 9.2 9.8 9.8 20.0 16.5 9.7 14.4 14.4 21.7 17.2 9.3 5.9 5.9 20.3 16.9 8.6

S&P MidCap 400 Index

Russell MidCap Value Index Russell 2000 Growth 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.