(PUB) Investing 2015

26

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 08-31-15

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion (R²)

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 Large Growth (cont’d) Vanguard PRIMECAP Core Inv VPCCX Vanguard PRIMECAP Inv VPMCX

YTD 1 Yr

3 Yr

5 Yr

10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

— 0.2 2.7 14.6 15.7 7.4 — — — — — — 10.73 (82) —

Π]QQQQQ ΠQQQQQ

-4.0 0.9 17.6 16.8 9.2 93 71 10 31 12 1.2 9.33 (88) -3.7 1.0 18.5 17.0 9.4 91 71 5 27 10 1.1 9.6 (87)

Low -Avg

Large Blend

— -3.5 -1.3 13.3 14.3 6.4 — — — — — — 9.91 (93) —

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

Amana Income Investor AMANX

-6.5 -3.5 10.9 11.7 8.2 91 79 85 89 7 1.4 9.75 (91) -1.8 -0.4 13.8 14.2 7.7 18 44 45 61 11 1.8 9.57 (94) -3.6 -2.5 13.7 14.0 6.6 57 71 50 63 44 1.9 9.22 (94) -10.7 -6.9 8.5 11.0 9.5 98 95 96 94 2 0.7 8.82 (86) -9.6 -5.3 9.6 11.9 9.3 98 90 94 88 2 1.1 8.77 (88) -3.6 -1.4 10.9 14.0 8.9 56 59 85 63 3 0.6 8.27 (91) -3.7 -1.4 12.8 14.8 7.1 58 59 68 47 25 2.0 9.92 (95) -6.2 -5.8 7.1 11.6 5.6 89 91 97 90 79 1.7 10.44 (92) -3.1 -0.5 14.1 14.7 6.9 41 46 38 49 31 1.3 9.69 (97) -3.7 -2.6 15.7 17.0 8.3 59 71 12 5 6 1.0 10.72 (92) -2.9 0.4 14.2 15.8 7.1 37 25 34 22 24 2.1 9.56 (100) -2.6 0.3 14.5 15.9 7.4 29 29 28 18 16 1.6 9.7 (99) -2.7 0.4 13.5 14.3 8.4 31 25 55 58 5 0.8 9.08 (92) -2.2 -2.5 11.8 11.7 5.1 22 70 78 89 88 3.7 8.89 (83) -5.3 -5.4 11.8 13.2 7.6 81 90 78 74 12 0.3 10.53 (91) -10.2 -4.8 17.6 11.6 7.0 98 87 4 90 25 0.2 11.0 (59) -6.4 -6.8 6.6 9.5 6.4 91 94 98 98 52 0.4 6.95 (81) -4.4 -2.5 12.5 13.3 6.5 71 70 71 73 47 1.7 9.97 (97) -5.5 -2.3 13.6 15.4 7.6 83 68 53 30 13 1.4 10.8 (88) -1.6 0.9 13.8 15.4 7.4 16 19 44 31 17 0.6 9.54 (97) -4.9 -3.2 15.2 16.4 8.3 77 77 16 11 6 0.6 10.29 (92) -6.2 -5.0 16.5 16.8 7.3 89 88 7 8 19 0.0 10.65 (83) -2.1 2.1 16.3 16.0 8.4 21 11 8 17 5 1.3 9.0 (92) -11.3 -10.1 9.7 — — 99 98 93 — — 0.5 11.22 (81) -3.0 0.4 14.2 15.8 7.1 38 24 35 22 22 1.8 9.55 (100) -2.7 0.2 14.4 15.9 7.5 30 30 28 17 14 1.7 9.68 (99) 1.6 2.8 16.8 10.6 5.1 1.7 2.2 15.4 14.7 4.7 0.4 0.9 14.1 13.2 5.8 3 7 6 95 87 0.0 16.2 (57) 2 10 15 49 93 0.4 9.97 (92) 6 19 36 74 72 0.7 10.49 (92) -5.1 -2.7 12.6 13.5 5.5 79 72 70 70 82 1.9 9.65 (95) 7.1 9.6 3.9 100 99 98 97 98 0.6 12.61 (69) -3.2 1.5 15.4 15.7 9.7 46 15 15 23 1 1.5 9.38 (90)

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

American Funds Fundamental Invs A ANCFX American Funds Invmt Co of Amer A AIVSX AMG Yacktman Focused Service YAFFX

AMG Yacktman Service YACKX

BBH Core Select N BBTEX

Bridgeway Blue Chip 35 Index BRLIX

CGM Focus CGMFX

Clipper CFIMX

Davis NY Venture A NYVTX

Dreyfus Appreciation Investor DGAGX Fidelity Dividend Growth FDGFX Fidelity Large Cap Stock FLCSX Fidelity Spartan 500 Index Inv FUSEX Fidelity Spartan Total Market Idx Inv FSTMX

+Avg

Avg

High

Avg Avg

First Eagle US Value A FEVAX

Low -Avg Low +Avg High

FMI Large Cap FMIHX

Franklin Mutual Beacon A TEBIX

Gabelli Asset AAA GABAX Janus Contrarian T JSVAX

Janus Growth & Income T JAGIX

Avg

-16.1 -16.9

Longleaf Partners LLPFX MainStay MAP I MUBFX

High

Avg

Mairs & Power Growth Inv MPGFX

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

MFS Research A MFRFX

Oakmark I OAKMX

Oakmark Select I OAKLX

Parnassus Core Equity Investor PRBLX PRIMECAP Odyssey Stock POSKX

Royce Special Equity Multi-Cap Service RSEMX

Schwab S&P 500 Index SWPPX

Schwab Total Stock Market Index SWTSX Selected American Shares D SLADX T. Rowe Price Dividend Growth PRDGX

0.7 0.7 13.9 13.3 6.1

5 21 42 73 63 1.0 10.28 (92)

-2.6 2.6 13.7 15.3 7.5 28 9 50 34 14 1.7 9.26 (97)

2.7 5.1 19.6 13.0 6.7

Thornburg Value A TVAFX

1 2 1 76 36 0.4 9.82 (88)

TIAA-CREF Social Choice Eq Retail TICRX Vanguard 500 Index Admiral VFIAX Vanguard Dividend Appreciation Idx Inv VDAIX

-5.0 -3.6 13.6 14.2

6.7

79 80 53 60 37

1.4 9.89 (96)

-2.9 0.5 14.3 15.8 7.1 36 24 32 20 22 2.1 9.56 (100) -5.9 -1.2 11.0 13.1 — 86 57 84 75 — 2.2 10.2 (95) -3.4 1.5 12.9 14.9 8.6 51 15 66 45 4 1.9 9.27 (94)

Vanguard Dividend Growth Inv VDIGX Vanguard FTSE Social Index Inv VFTSX

-2.0 3.3 17.7 17.1

6.4 21 6 3 5 54 1.3 10.12 (96)

Vanguard Growth & Income Inv VQNPX

-2.2 1.0 14.7 16.4 6.5 23 19 22 11 50 1.7 9.4 (99) -1.9 0.6 14.9 16.2 7.4 20 21 20 13 16 1.6 9.63 (99) -2.7 0.3 14.6 16.0 7.5 30 28 25 16 14 2.0 9.66 (99) -4.2 -1.8 12.4 15.0 6.7 68 63 73 45 39 0.0 8.79 (83)

Vanguard Tax-Managed Capital App Adm VTCLX Vanguard Total Stock Mkt Idx Adm VTSAX

Weitz Partners Value Investor WPVLX

Weitz Value Investor WVALX

-0.5 2.4 13.6 15.5 5.6

9 9 53 28 80 0.0 8.95 (82)

Russell 1000 Value Index

-6.2 -3.6 13.7 14.4 6.0 -2.9 0.4 14.2 15.8 7.1

S&P 500 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.