(PUB) Investing 2015
19
December 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
74.06
36.21
76.94
36.39
77.14
37.99
Taxable Bond
70.83
42.14
60.27
37.75
44.91
21.58
International Stock
67.02
42.03
67.00
38.07
62.44
38.92
Municipal Bond
66.46
41.27
45.31
18.33
73.26
28.26
Balanced
89.02
52.66
86.19
51.50
84.81
67.10
Data through Nov. 30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
World-Stock Value Medalists
Artisan Global Value Investor ARTGX
Franklin Mutual Global Discovery A TEDIX
20000
24000
Fund Return %
Category Return %
Fund Return %
Category Return %
79.24
20.32
99.27
65.26
15000
18000
15,000
18,000
QQQQQ
QQQQ
•
•
10000
12000
10,000
12,000
Process
Positive Positive Positive Positive
Process
Positive Positive Positive Positive Positive
Performance
Performance
5000
6000
5,000
6,000
People Parent
People Parent
0
0
§ Negative
2008
2010
2012
2014
2006 2008 2010 2012 2014
Price
Price
Dodge & Cox Global Stock DODWX
Tweedy, Browne Value TWEBX
16000
20000
Fund Return %
Category Return %
Fund Return %
Category Return %
69.46
65.26
35.06
24.84
12000
15000
15,000
12,000
QQQ
QQQ
•
Œ
8000
10000
10,000
8,000
Process
Positive Positive Positive Positive
Process
Positive Positive Positive Positive Positive
Performance
Performance
4000
5000
5,000
4,000
People Parent
People Parent
0
0
§ Negative
Price
2006 2008 2010 2012 2014
2009
2011
2013
2015
Price
Oakmark Global I OAKGX
Tweedy, Browne Worldwide Hi Div Yld Val TBHDX
50000
Fund Return %
Category Return %
Fund Return % 331.63
Category Return %
25.32
18.22
192.16
37500
37,500
12,000
QQQQ
•
Œ
25000
25,000
8,000
Process
Positive Positive Positive Positive
Process
Positive Positive Positive Positive
Performance
Performance
12500
12,500
4,000
People Parent
People Parent
0
2003 2005 2007 2009 2011 2013
§ Negative
2008
2010
2012
2014
¶ Neutral
Price
Price
Return data through Nov. 30, 2015.
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