(PUB) Investing 2015
19
September 2015
Morningstar FundInvestor
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
71.40
40.80
70.85
40.91
69.75
48.60
Taxable Bond
72.19
41.88
61.97
37.33
46.55
22.63
International Stock
73.99
42.51
75.00
40.10
63.84
39.08
Municipal Bond
70.03
41.54
49.62
20.00
66.38
26.92
Balanced
89.11
54.39
86.33
52.10
83.52
50.64
Data through Aug. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Passive Medalists
DFA International Small Company I DFISX
Fidelity Spartan Intl Idx Advtg FSIVX
20000
20000
Fund Return %
Category Return %
Fund Return %
Category Return %
77.75
75.38
46.57
39.82
15000
15000
15,000
15,000
QQQ
QQQQ
•
•
10000
10000
10,000
10,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ¶ Neutral ¶ Neutral ∞ Positive ∞ Positive
Process
Process
Performance
Performance
5000
5000
5,000
5,000
People Parent
People Parent
0
0
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
Price
Price
16000 Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
24000 Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
Fund Return %
Category Return %
Fund Return %
Category Return %
94.07
107.28
31.74
38.55
12000
18000
18,000
12,000
Q
•
Œ
8000
12000
12,000
8,000
∞ Positive ¶ Neutral ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
4000
6000
6,000
4,000
People Parent
People Parent
0
0
Price
2010 2011 2012 2013 2014 2015
2012
2013
2014
2015
Price
Fidelity Spartan Total Mkt Idx Advtg FSTVX
Vanguard Tax-Managed Capital App Adm VTCLX
14000
Fund Return %
Category Return %
Fund Return %
Category Return %
60.75
47.86
28.00
23.79
10500
10,500
13,500
QQQQ
QQQQ
Œ
Œ
7000
7,000
9,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ¶ Neutral ∞ Positive ∞ Positive
Process
Process
Performance
Performance
3500
3,500
4,500
People Parent
People Parent
0
2013
2014
2015
2011 2012
2013
2014
2015
Price
Price
Return data through Aug. 31, 2015.
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