(PUB) Investing 2015
19
November 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
72.69
35.63
74.81
36.60
75.82
36.43
Taxable Bond
72.31
43.75
63.14
36.42
46.65
23.19
International Stock
70.57
43.69
70.84
41.33
65.86
43.11
Municipal Bond
66.86
40.32
48.73
18.64
67.40
25.00
Balanced
89.05
52.94
86.24
51.50
85.63
68.83
Data through Oct. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
High-Yield Medalists
Eaton Vance Income Fund of Boston EVIBX
Fidelity Capital & Income FAGIX
20000
24000
Fund Return %
Category Return %
Fund Return % 123.86
Category Return %
92.94
75.59
75.59
15000
18000
15,000
18,000
QQQ
QQQQQ
•
•
10000
12000
10,000
12,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ¶ Neutral
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
5000
6000
5,000
6,000
People Parent
People Parent
0
0
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
Price
Price
T. Rowe Price High Yield PRHYX
Fairholme Focused Income FOCIX
24000
18000
Fund Return %
Category Return %
Fund Return %
Category Return %
61.02
43.95
96.54
75.59
18000
13500
13,500
18,000
QQQQQ
QQQQ
´
Œ
12000
9000
9,000
12,000
∞ Positive ¶ Neutral ∞ Positive ∞ Positive § Negative
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
6000
4500
4,500
6,000
People Parent
People Parent
0
0
Price
2006 2008 2010 2012 2014
2010 2011 2012 2013 2014 2015
Price
Vanguard High-Yield Corporate VWEHX
Fidelity High Income SPHIX
20000
Fund Return %
Category Return %
Fund Return %
Category Return %
129.50
125.07
88.81
75.59
15000
15,000
18,000
QQQQ
QQQQ
Œ
•
10000
10,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
5000
5,000
6,000
People Parent
People Parent
0
2006 2008 2010 2012 2014
2001 2003 2005 2007 2009 2011 2013
Price
Price
Return data through Oct. 31, 2015.
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