(PUB) Investing 2015

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 10-31-15

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 Amana Growth Investor AMAGX American Century Growth Inv TWCGX American Century Ultra Inv TWCUX American Funds AMCAP A AMCPX

YTD 1 Yr

3 Yr

5 Yr

10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

— 4.7 6.6 16.6 13.4 7.9 — — — — — — 11.46 (84) —

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

0.9 4.1 13.2 10.2 8.7 85 74 91 94 29 0.3 10.79 (89) 6.3 9.1 15.9 13.3 8.6 36 27 64 55 30 0.3 10.7 (91) 8.7 9.7 18.6 15.1 7.8 14 21 20 17 52 0.3 11.6 (85) 2.2 3.4 17.4 14.2 8.2 74 79 39 35 39 0.0 10.26 (90) 5.9 6.7 17.0 13.4 8.0 39 51 46 51 48 0.3 10.46 (89) 3.9 3.7 17.6 13.6 9.3 59 77 34 47 18 0.5 11.17 (74) 5.5 7.9 13.7 12.2 7.8 44 39 88 76 54 0.1 10.24 (84) -1.9 -1.0 18.7 16.5 7.8 95 95 19 3 54 0.0 12.13 (78) 3.3 6.4 15.2 13.3 7.5 64 54 74 55 60 0.6 11.03 (93) 6.0 8.5 20.4 16.0 9.8 39 33 6 7 9 0.1 11.63 (81) 2.8 3.5 16.9 14.3 8.5 69 78 48 33 33 0.2 11.59 (83) 7.2 9.0 17.2 14.0 9.4 26 28 42 39 16 0.2 10.29 (85) 1.8 1.3 14.5 13.7 8.8 78 91 82 45 27 0.1 12.38 (70) 6.8 9.7 19.9 16.6 11.0 30 21 9 3 3 0.1 12.32 (77) 6.1 5.6 17.7 15.0 9.0 37 63 33 19 21 0.2 11.27 (69)

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

American Funds Growth Fund of Amer A AGTHX

American Funds New Economy A ANEFX ASTON/Montag & Caldwell Growth N MCGFX ClearBridge Aggressive Growth A SHRAX

Fidelity FFIDX

Fidelity Blue Chip Growth FBGRX

Fidelity Capital Appreciation FDCAX Fidelity Contrafund FCNTX Fidelity Focused Stock FTQGX Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX Fidelity Magellan FMAGX Fidelity New Millennium FMILX Fidelity OTC Portfolio FOCPX Harbor Capital Appreciation Instl HACAX

0.7 1.1 17.8 12.7 8.8 86 92 31 67 26 0.1 13.29 (70)

6.1

4.5 6.8 18.0 12.7

53 49 27 65 90 0.7 11.21 (93)

0.2 0.7 14.4 13.5 9.5 89 92 83 50 14 0.7 10.84 (86)

6.9 9.3 23.8 17.0 12.1 11.5 12.2 20.2 15.8 9.0

29 24 1 2 1 0.0 13.78 (64) 3 7 7 8 22 0.1 11.99 (75)

Janus Research T JAMRX

6.8 10.6 19.7 14.6 9.6 30 15 11 25 12 0.2 10.79 (90) 5.4 8.8 16.6 12.1 7.6 45 29 53 77 57 0.0 10.88 (86) 5.2 8.3 16.2 11.9 9.1 47 36 60 80 20 0.5 11.7 (88) 2.5 7.5 16.1 12.4 8.1 72 44 62 72 46 1.0 10.73 (92) 2.3 5.2 13.0 12.5 — 73 67 92 70 — 0.1 13.12 (81) 6.7 8.6 18.4 15.1 10.4 31 32 22 18 4 0.0 12.29 (78) 1.3 4.0 16.3 12.7 6.3 82 74 59 66 87 0.0 11.4 (89) -1.7 -0.8 12.0 11.9 8.0 94 95 95 79 47 0.7 11.28 (95)

Janus T JANSX

Janus Twenty T JAVLX

Jensen Quality Growth J JENSX

Lateef A LIMAX

Laudus US Large Cap Growth LGILX

+Avg

Litman Gregory Masters Equity Instl MSEFX

Avg Avg

LKCM Equity Instl LKEQX

-2.3 -1.5 13.4 10.1

Manning & Napier Equity EXEYX

6.9 96 96 90 95 77 0.0 12.33 (86)

+Avg +Avg

Marsico Focus MFOCX

2.3 2.6 17.2 12.9 7.4 74 84 42 62 66 0.0 11.99 (75)

Marsico Growth MGRIX

1.5 1.5 15.2 12.1 6.5 80 90 73 76 84 0.0 11.56 (78) 8.2 7.1 21.3 14.9 9.7 19 47 2 21 10 0.0 13.36 (55)

Avg

Morgan Stanley Inst Growth A MSEGX Neuberger Berman Socially Rspns A NRAAX PRIMECAP Odyssey Growth POGRX RiverPark/Wedgewood Retail RWGFX

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

0.7 4.0 16.5 12.0

7.5

86 75 55 77 63

1.0 10.76 (89)

4.0 7.0 19.6 14.6 9.8 58 48 12 27 8 0.6 11.74 (75) -2.2 -0.7 12.2 13.0 — 96 95 95 61 — 0.0 10.62 (84) 11.2 9.3 18.5 15.0 — 4 24 21 18 — 0.0 16.14 (22) -7.2 -2.7 11.5 12.6 8.0 99 98 97 67 46 0.0 12.99 (21)

„ QQ

[QQQ

Scotia Dynamic U.S. Growth I DWUGX

—

Ø [QQQ

Sequoia SEQUX

„ QQQQQ

11.2 12.3

T. Rowe Price Blue Chip Growth TRBCX T. Rowe Price Growth & Income PRGIX T. Rowe Price Growth Stock PRGFX

21.0 16.9 9.8

4 6 3 2 8 0.0 12.26 (77)

QQQ

—

4.2 8.1 16.7 13.9 7.9 56 38 52 40 50 1.0 10.5 (96)

ˇ ]QQQQQ ´ QQQQQ ´ QQ ´ QQQQ ´ QQQ Œ QQQQQ „ QQQQ ˇ QQQQ

11.4 12.1 20.2 16.0 9.7

3 7 7 6 10 0.0 11.81 (76)

T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX TIAA-CREF Growth & Income Instl TIGRX Touchstone Sands Capital Select Growth Z PTSGX

9.2 10.7 19.1 15.3 10.1 11 14 14 15 6 0.0 12.34 (80) 2.3 2.2 12.9 11.0 7.4 73 87 92 88 66 1.1 10.55 (90) 4.6 6.7 16.9 14.9 9.7 53 51 49 21 11 1.0 11.12 (95) 1.6 2.4 17.4 15.8 9.3 79 85 38 9 18 0.0 14.41 (67) 2.1 6.0 22.7 15.6 10.2 75 59 1 11 5 0.5 11.67 (73) 5.7 7.8 17.5 15.1 9.1 42 41 36 18 21 1.3 11.09 (93) 8.2 10.4 18.5 14.3 8.4 18 15 21 33 36 0.6 11.04 (89)

Avg

High +Avg

Vanguard Capital Opportunity Inv VHCOX

Vanguard Growth Index Adm VIGAX Vanguard Morgan Growth Inv VMRGX

Avg Avg

Russell 1000 Growth Index

6.8 9.1 17.7 15.1 8.9 2.7 5.2 16.2 14.2 7.8

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.