(PUB) Investing 2015

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 01-31-15

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion

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

(R²)

— -1.8 10.9 16.4 14.8 7.8 — — — — — — 10.72 (81) —

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

-3.3 13.3 12.8 12.3 9.7 87 25 94 89 9 0.4 9.44 (87) -1.4 13.1 14.8 14.6 8.2 36 28 77 57 37 0.3 9.86 (89) -0.8 12.8 17.1 16.1 7.0 20 31 40 25 73 0.3 10.95 (81) -1.6 11.8 18.0 15.7 8.3 45 42 21 33 35 0.0 9.25 (88) -1.2 10.3 17.6 14.2 8.2 32 59 29 63 38 0.4 9.55 (86)

Low -Avg Avg Low -Avg Avg Low High

American Funds Growth Fund of Amer A AGTHX

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

0.4 6.0 19.9 16.1 9.6

6 90 4 25 11 0.5 10.36 (76)

-1.7 9.4 13.8 12.0 7.5 49 67 88 92 57 0.2 9.03 (86) 13.1 12.8 6.2 43 74 92 82 89 0.0 12.38 (74) -1.6 8.8

Calamos Growth A CVGRX

-2.3 11.5 21.6 19.6

ClearBridge Aggressive Growth A SHRAX

8.8 68 45 1 1 23 0.0 10.93 (78)

Avg

Fidelity FFIDX

-2.2 13.2 16.6 14.2 7.4 64 27 49 63 62 0.6 9.85 (94)

-Avg

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

-0.8 15.5 20.6 18.2 9.4 20 11 3 5 15 0.1 11.78 (79) -0.7 11.1 19.3 17.0 8.6 19 50 7 13 28 0.3 9.51 (75) -1.3 10.6 17.1 15.6 9.7 35 56 40 36 10 0.2 9.74 (84) 1.6 16.5 17.0 9.6 61 98 51 13 11 0.1 11.59 (72) -0.5 14.0 19.6 19.0 11.4 14 20 5 2 2 0.1 12.24 (72) -2.1 -0.5 10.3 17.9 18.0 8.8 15 59 22 6 24 0.1 10.99 (66) -0.3 9.5 19.5 16.5 9.3 11 66 6 19 15 0.1 12.33 (67) -0.3 10.9 17.6 15.8 9.2 12 52 29 31 19 0.1 11.66 (70) -0.6 16.0 18.4 16.6 9.4 17 8 16 19 14 0.2 9.92 (85) -0.2 16.6 17.2 13.6 7.4 10 5 37 73 62 0.0 9.72 (83) -3.7 9.5 16.2 12.1 9.6 92 66 57 90 10 0.6 10.74 (80) -3.0 12.5 15.8 13.3 7.3 82 33 64 78 65 1.0 9.4 (89) -3.7 4.8 14.0 13.6 — 93 95 86 72 — — 11.35 (80) -1.9 9.6 17.5 16.3 10.7 55 65 31 22 4 0.0 12.03 (73) -3.2 9.8 16.4 14.4 6.1 85 64 55 60 90 0.0 11.1 (83) -4.9 4.6 13.4 14.1 8.1 99 95 90 65 41 0.7 9.74 (93) -2.5 13.4 18.8 13.1 5.7 72 25 12 80 93 0.7 10.41 (92) -4.0 3.7 15.9 15.7 9.7 94 96 63 35 9 0.7 10.58 (86) -0.1 14.7 20.8 19.4 12.1 9 15 2 2 1 0.0 14.07 (55)

+Avg -Avg -Avg +Avg High

Avg

High

Fidelity Magellan FMAGX

Avg Avg

Fidelity New Millennium FMILX Fidelity OTC Portfolio FOCPX

High

Harbor Capital Appreciation Instl HACAX

+Avg -Avg -Avg

Janus Research T JAMRX

Janus T JANSX

Janus Twenty T JAVLX

Avg Low

Jensen Quality Growth J JENSX

Lateef A LIMAX

+Avg +Avg +Avg -Avg

Laudus US Large Cap Growth LGILX

Litman Gregory Masters Equity Instl MSEFX

LKCM Equity Instl LKEQX

-3.7 5.6 14.3 11.8

Manning & Napier Equity EXEYX

7.7 93 92 83 93 51 0.0 10.87 (82)

Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

-1.2 11.7 17.0 15.3 7.8 30 42 42 41 50 0.0 10.85 (70) -1.5 9.5 15.4 15.1 6.7 41 66 69 45 78 0.0 10.86 (73) -3.3 10.1 16.4 14.4 7.8 88 61 54 61 48 0.7 9.44 (97)

Avg Avg

-Avg High +Avg -Avg Low +Avg

0.6

Morgan Stanley Inst Growth A MSEGX PRIMECAP Odyssey Growth POGRX

6.4 19.0 18.1 10.3

3 88 9 5 5 0.0 13.62 (53)

-2.0 11.0 19.3 16.1 10.3 56 51 7 26 5 0.6 11.21 (72)

RiverPark/Wedgewood Retail RWGFX

-4.8 6.8 15.2 — — 99 86 73 — — 0.0 10.08 (81)

Sequoia SEQUX

-0.1 7.6 17.4 17.6 9.2 0.1 12.0 19.8 18.1 9.2

9 82 32 8 18 0.0 8.63 (63) 7 39 5 5 19 0.0 11.46 (73)

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

-3.1 12.6 16.8 14.5 7.3 84 32 46 58 66 1.0 9.29 (96)

Low

-0.1 10.7 19.0 17.2 9.0

9 55 9 11 19 0.0 11.16 (71)

+Avg

T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX Touchstone Sands Capital Select Growth Z PTSGX

-0.5 10.9 17.3 16.1 9.4 13 52 36 26 15 0.0 10.47 (72) -1.1 7.8 14.3 13.3 7.6 28 82 83 77 54 1.1 9.98 (88) -3.7 4.8 18.4 19.4 10.0 92 94 17 2 7 0.0 14.36 (60) 23.2 16.9 10.8 22 4 1 14 4 0.6 10.83 (69) -1.5 15.4 17.7 16.7 8.8 40 11 25 16 24 1.2 9.91 (90) -0.9 16.8 -1.4 11.7 16.4 15.7 8.1 38 43 55 33 41 0.7 10.52 (85) 20.5 16.8 10.5 54 2 3 15 4 1.2 8.92 (87) -1.6 17.8 21.3 17.0 10.4 43 3 2 13 5 1.1 9.19 (85) -1.9 18.6

Avg

-Avg High

Vanguard Capital Opportunity Inv VHCOX Vanguard Growth Index Adm VIGAX Vanguard Morgan Growth Inv VMRGX Vanguard PRIMECAP Core Inv VPCCX Vanguard PRIMECAP Inv VPMCX

Avg

-Avg

Avg Low Low

Russell 1000 Growth Index

-1.5 14.5 17.1 16.3 8.5 -2.9 14.3 17.4 15.6 7.6

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.