(PUB) Investing 2015

19

October 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

73.69

36.49

73.44

36.69

77.11

44.84

Taxable Bond

70.26

43.13

60.26

37.09

45.07

19.57

International Stock

71.9

41.06

72.41

39.59

60.33

38.86

Municipal Bond

69.6

40.00

49.17

21.31

67.08

25.00

Balanced

89.08

52.94

86.28

51.20

82.13

47.10

Data through Sept.30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.

Portfolio Returns for Our Top-Rated Funds

p U.S. Equity p S&P 500

p International Equity p MSCI EAFE

22000

22000

22,000

22,000

16,500

16,500

16500

16500

11,000

11,000

11000

11000

5,500

5,500

5500

5500

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

0

0

p International Bond p Barclays Capital Aggregate

p Municipal National Bond p Barclays Capital Municipal

22000

22000

22,000

22,000

17600

16,500

16,500

16500

13200

11,000

11,000

11000

8800

5,500

5,500

5500

4400

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

0

0

Return data through Sept.30, 2015.