(PUB) Investing 2015

August 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

71.99

40.23

70.82

39.35

65.15

43.01

Taxable Bond

74.05 77.05 70.45 88.54

41.98 42.51 41.54 53.80

65.80 77.45 46.99 85.56

37.09 40.10 20.00 52.10

49.50 66.23 66.00 84.49

27.01 34.66 23.08 49.03

International Stock

Municipal Bond

Balanced

Data through July 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.

Mid-Blend Medalists

Ariel Fund Investor ARGFX

ASTON/Fairpointe Mid Cap CHTTX

22000

30000

Fund Return %

Category Return %

Fund Return % 169.05

CategoryReturn %

96.94

103.92

103.92

16500

22500

16,500

22,500

QQQ

QQQQ

´

•

11000

15000

11,000

15,000

∞ Positive ¶ Neutral ∞ Positive ∞ Positive ¶ Neutral

∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral

Process

Process

Performance

Performance

5500

7500

5,500

7,500

People Parent

People Parent

0

0

2006 2008 2010 2012 2014

2006 2008 2010 2012 2014

Price

Price

Vanguard Capital Value Inv VCVLX

First Eagle Fund of America FEAFX

24000

30000

Fund Return % 154.62

Category Return %

Fund Return %

Category Return %

103.92

99.98

103.92

18000

22500

22,500

18,000

QQQQ

QQQ

•

´

12000

15000

15,000

12,000

∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative

Process

¶ Neutral ∞ Positive ∞ Positive ∞ Positive ∞ Positive

Process

Performance

Performance

6000

7500

7,500

6,000

People Parent

People Parent

0

0

Price

2006 2008 2010 2012 2014

2006 2008 2010 2012 2014

Price

FMI Common Stock FMIMX

Longleaf Partners Small-Cap LLSCX

18000

Fund Return %

CategoryReturn %

Fund Return %

Category Return %

153.16

109.36

58.18

71.44

13500

13,500

22,500

QQQQ

QQQQ

Œ

Œ

9000

9,000

15,000

∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive

∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral

Process

Process

Performance

Performance

4500

4,500

7,500

People Parent

People Parent

0

2012

2013

2014

2015

2006 2008 2010 2012 2014

Price

Price

Return data through July 31, 2015.