(PUB) Investing 2015

30

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 Mid-Cap Growth (cont’d) Fidelity Mid-Cap Stock FMCSX

YTD 1 Yr

3 Yr

5 Yr

10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

— 0.9 3.0 14.8 12.0 8.0 — — — — — — 11.95 (72) —

´ ]QQQQ ˇ QQQ ´ QQQQQ ´ QQQQ ´ QQQ Œ QQQQQ Œ QQQQQ

0.8 2.2 15.4 13.3 8.6 53 57 40 31 36 0.4 10.59 (77) -2.5 3.3 15.7 12.6 7.9 83 50 35 41 53 0.0 13.43 (65)

Low

FPA US Value FPPFX

+Avg

6.8 11.8

Hennessy Focus Investor HFCSX

18.4 15.9 11.5

5 1 10 4 1 0.0 11.2 (77)

Avg Low Avg

Janus Enterprise T JAENX

4.6 9.3 17.5 14.1 10.2 17 6 15 18 12 0.0 9.73 (75) -1.1 1.9 13.9 11.9 7.7 73 61 64 52 58 0.2 12.47 (75)

Meridian Contrarian Legacy MVALX

1.0 5.1 23.5 18.3 13.0 7.5 11.7 20.1 15.6 11.0

PRIMECAP Odyssey Aggressive Growth POAGX

49 33 1 1 1 0.2 14.06 (61) 3 1 3 5 3 0.0 10.63 (76) 95 94 82 91 81 0.0 13.45 (64)

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

T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

QQ

-5.5 -4.5

6.3

—

12.3 8.8

´ QQQQ

2.7 6.7 16.4 14.0 9.6 31 21 28 20 18 0.1 11.42 (78) -2.2 1.9 12.3 11.5 9.0 81 61 83 61 30 0.0 11.34 (87)

QQQ

Westport R WPFRX

—

Mid-Cap Blend

— -1.8 0.5 13.9 11.6 7.2 — — — — — — 11.39 (77) —

QQQ

Ariel Appreciation Investor CAAPX

—

-1.8 1.6 17.6 13.2 8.4 64 54 6 27 32 0.6 13.97 (87) -1.2 2.1 18.3 13.2 7.1 60 49 3 27 60 0.5 14.89 (83)

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

Ariel Fund Investor ARGFX

-7.7 -5.0 15.4 12.0 10.5

ASTON/Fairpointe Mid Cap N CHTTX

91 86 31 52 1 0.1 14.13 (77)

Fidelity Spartan Extended Mkt Index Inv FSEMX

-1.1 1.3 15.3 13.1 8.7 57 57 35 30 18 1.3 12.2 (74) -3.7 0.2 13.6 12.2 9.2 75 64 66 49 6 0.3 11.41 (79) -2.6 -1.1 12.5 11.6 9.5 69 69 76 59 4 0.1 10.55 (80) -5.7 -5.4 12.7 13.9 8.9 85 87 75 13 11 0.0 11.67 (66)

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

Longleaf Partners Small-Cap LLSCX

6.2

Osterweis OSTFX

-5.4 -5.2 10.9 8.8

84 86 86 86 78 1.5 11.33 (81)

-7.4 -8.0 14.6 10.2 6.9 91 96 51 79 62 1.3 14.92 (73) -1.0 1.2 15.5 13.3 8.6 56 57 30 25 25 2.2 12.22 (74)

Vanguard Capital Value Inv VCVLX

Vanguard Extended Market Idx Adm VEXAX

1.1 4.2

Vanguard Mid Cap Index Adm VIMAX Vanguard Strategic Equity Inv VSEQX

17.4 14.0 8.8 17 14 8 11 13 2.2 10.68 (88)

1.1 4.2 19.3 16.3

8.0 17 13 1 1 43 1.0 11.32 (82)

8.6 10.3 6.2 82 78 94 78 77 0.0 10.33 (71)

Weitz Hickory WEHIX

-5.1 -2.6

-9.5 -7.1 12.5

8.7

Westport Select Cap R WPSRX

6.3 94 94 76 86 73 0.0 13.56 (61)

Westwood SMidCap Institutional WHGMX

-0.4 0.1 13.3 11.2 — 47 64 69 65 — 0.1 12.19 (77)

Mid-Cap Value

— -1.9 0.4 14.4 11.9 7.5 — — — — — — 11.29 (81) —

American Century Mid Cap Value Inv ACMVX Artisan Mid Cap Value Investor ARTQX

0.9 4.5 16.4 14.0 9.9 18 12 17 13 4 0.9 9.48 (88) -5.3 -4.4 10.9 10.4 8.0 85 90 92 81 33 0.6 11.25 (77) -12.4 -12.3 5.6 5.9 7.2 99 99 99 99 62 0.0 15.21 (62) 5.1 8.9 18.5 13.6 — 3 2 4 20 — 0.1 10.62 (71) -1.7 -0.6 14.1 12.8 8.0 46 65 60 36 33 0.9 12.07 (79)

Delafield Fund DEFIX

Diamond Hill Small-Mid Cap A DHMAX Fidelity Leveraged Company Stock FLVCX

9.2

Fidelity Low-Priced Stock FLPSX

1.7 3.7 15.3 13.2

12 18 33 27 9 1.0 9.32 (82)

Low Avg

Fidelity Value FDVLX FPA Capital FPPTX

-2.2 0.1 16.0 13.1 7.4 57 55 21 29 57 0.8 11.36 (84)

-13.5 -16.2 2.8 5.5 4.6

99 99 99 99 96 0.1 12.37 (44) 7.8 59 45 5 9 38 0.7 11.6 (84)

+Avg +Avg

-2.4 0.9 18.5 14.2

Harbor Mid Cap Value Investor HIMVX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX Artisan Small Cap Investor ARTSX ASTON/TAMRO Small Cap N ATASX Baron Small Cap Retail BSCFX Brown Capital Mgmt Small Co Inv BCSIX Small Growth

-1.9 -0.1 11.2 9.2 7.4 50 57 89 90 55 2.8 9.38 (88)

Low

-1.1 1.2 14.0 12.1 9.0 40 42 61 53 13 1.0 10.32 (83) -0.8 0.9 15.2 13.3 8.6 38 46 40 25 18 1.4 10.91 (85)

-Avg Avg

— -0.9 1.5 13.8 12.1 7.9 — — — — — — 14.12 (54) —

1.1 4.1 14.2 14.3 7.3 26 26 44 17 70 0.0 15.56 (30) -6.0 -4.1 7.7 8.4 7.5 86 86 97 93 64 0.0 13.59 (51) -3.9 -3.0 12.0 11.5 7.8 78 81 79 64 57 0.0 12.58 (70)

+Avg -Avg -Avg

8.5 10.4

19.5 16.9 13.4

2 4 3 2 1 0.0 14.36 (49)

Avg Avg

Buffalo Small Cap BUFSX

-4.6 -3.1 10.8 10.2 7.0 81 82 86 83 75 0.0 14.34 (56)

QQ

Century Small Cap Select Inv CSMVX

—

2.0 2.1 11.9 11.7 6.2 21 49 81 60 88 0.0 14.82 (55)

Avg

Russell MidCap Growth Index

1.7 4.7 17.0 13.9 8.9 0.7 3.4 15.5 13.4 9.1 -2.1 0.3 15.7 13.4 8.2

S&P MidCap 400 Index

Russell MidCap Value 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.