(PUB) Investing 2015

30

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 Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

— -2.0 7.2 14.9 15.3 8.4 — — — — — — 11.54 (73) —

´ QQQQ ´ QQQ ´ QQQ Œ QQQQQ

Janus Enterprise T JAENX

-0.2 13.1 16.9 17.0 10.5

5 7 22 19 11 0.0 9.09 (74)

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

Meridian Contrarian Legacy MVALX Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX

-2.2 8.0 15.9 14.6 7.8 57 46 35 65 65 0.2 10.81 (75) -3.2 1.2 11.9 13.9 9.3 87 91 88 76 31 0.3 10.71 (68)

25.9 21.8 13.5

-1.8 12.0 -4.5 -1.0

41 11 1 1 1 0.2 14.06 (56)

7.9 11.8 9.0 97 96 99 93 35 0.4 12.67 (64)

„ QQ

Royce Premier Invmt RYPRX

1.6

2.1 15.7 22.4

]QQQQ

Scotia Dynamic U.S. Growth I DWUGX T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

—

— 2 88 38 1 — 0.0 18.45 (27)

ΠQQQQQ

-1.8 11.5 17.7 17.9 11.1 41 14 14 10 4 0.0 10.47 (75) -2.6 5.9 12.2 13.4 7.5 72 68 86 84 73 0.0 12.81 (68) -1.7 12.3 16.4 17.4 9.8 37 10 29 14 21 0.1 11.24 (79) -3.3 9.3 12.8 14.1 9.9 88 32 77 74 19 0.0 10.25 (86)

QQ

— —

QQQQ

„ QQQQ

Westport R WPFRX

Mid-Cap Blend

— -2.6 8.1 15.5 14.9 7.9 — — — — — — 10.92 (79) —

QQQ

Ariel Appreciation Investor CAAPX

—

-3.2 9.8 19.0 16.0 8.6 76 42 8 41 44 0.6 13.02 (83) -2.3 14.0 20.2 16.7 7.2 48 7 4 19 69 0.5 13.54 (76)

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

Ariel Investor ARGFX

-3.6 7.8 18.3 15.9 10.7

ASTON/Fairpointe Mid Cap N CHTTX

82 58 14 43 2 0.1 13.52 (76)

Fidelity Spartan Extended Mkt Index Inv FSEMX

-1.9 7.6 17.0 16.9 9.5 33 59 33 15 11 1.3 11.58 (78) -3.4 8.1 16.5 15.8 9.5 79 55 42 46 12 0.3 9.57 (78) -2.8 7.1 12.7 14.3 10.1 65 64 84 68 4 0.1 9.79 (78) -1.3 12.4 20.8 18.4 10.1 16 15 2 5 3 0.0 9.33 (58)

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

Longleaf Partners Small-Cap LLSCX

-0.7

8.2 15.5 12.1

Osterweis OSTFX

7.4

1 54 61 86 65 1.4 9.83 (81)

Vanguard Extended Market Idx Adm VEXAX Vanguard Mid Cap Index Adm VIMAX

-1.9 7.5 17.2 17.1 9.4 35 61 30 13 17 1.3 11.62 (78) -2.0 14.2 17.9 17.4 9.6 37 6 20 9 8 1.3 10.27 (88)

-0.8 15.1 21.0 19.5

Vanguard Strategic Equity Inv VSEQX

8.6 6.4

2 5 1 2 44 1.1 11.09 (85) 78 89 82 42 83 0.0 8.68 (71)

2.6

Weitz Hickory WEHIX

-3.4 -6.6

12.9 16.0

4.0 11.4 12.1 7.4 97 78 89 86 66 0.0 13.63 (73) -2.6 5.6 13.1 14.2 — 57 72 81 70 — 0.1 11.41 (79)

Westport Select Cap R WPSRX

Westwood SMidCap Institutional WHGMX

Avg

Mid-Cap Value

— -2.7 9.4 16.5 14.9 8.1 — — — — — — 10.67 (82) —

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

-2.4 15.9 17.9 15.9 10.2 39 5 27 30 6 1.0 8.78 (88)

Low Avg High

9.6

-2.4 3.9 12.8 13.7

38 94 88 80 9 0.6 10.79 (81)

-6.9 -6.1

Delafield Fund DEFIX

7.8 10.9 7.9 100 98 98 96 60 0.0 13.33 (68)

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

-2.3 7.9 17.4 15.4 — 34 71 41 44 — 0.1 11.25 (76) -3.5 5.0 17.0 15.2 8.9 84 91 47 52 30 0.8 10.68 (77) -3.1 8.0 16.1 15.3 9.1 66 70 63 49 20 1.0 10.16 (87) -2.6 10.8 19.4 16.4 8.1 50 34 12 21 53 0.8 10.6 (87)

Avg Avg Avg Avg

Fidelity Low-Priced Stock FLPSX

QQQ

Fidelity Value FDVLX FPA Capital FPPTX

—

5.4 10.0 6.9

„ [Q

-6.5 -6.1

99 98 99 98 80 0.0 12.79 (53) 8.7 32 10 4 9 38 0.7 11.3 (86)

+Avg +Avg

-2.2 14.5 21.4 17.4

QQQQ

Harbor Mid Cap Value Investor HIMVX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX

—

„ QQQ

-2.7 9.2 11.9 11.0 8.2 56 52 93 95 51 2.8 9.34 (89)

Low

-1.7 12.0 17.6 14.4 9.4 12 28 33 68 13 1.0 10.11 (88) -3.2 6.7 17.4 15.8 8.9 73 80 39 35 27 1.4 9.93 (84)

ΠQQQQ ΠQQQQ

Avg

-Avg

Small Growth

— -3.0 1.6 14.4 15.9 8.1 — — — — — — 13.48 (60) —

„ QQQ „ QQ ´ [QQQ Œ QQQQQ ´ [QQ ´ QQ „ QQQQ

Artisan Small Cap Investor ARTSX ASTON/TAMRO Small Cap N ATASX

-3.2 -6.4 13.3 17.1 7.6 58 93 69 31 70 0.0 15.88 (36) -3.8 0.2 10.4 13.3 8.1 78 65 92 87 56 0.0 13.98 (62) -2.1 3.2 15.3 15.2 8.0 21 40 36 63 57 0.0 11.98 (72)

High

Avg

Baron Small Cap Retail BSCFX

-Avg

-4.4 -1.9 16.9 17.7 12.6

Brown Capital Mgmt Small Co Inv BCSIX

86 76 17 24 1 0.0 13.82 (43)

Avg Avg

-3.7 -6.7

Buffalo Small Cap BUFSX

13.5 12.2 7.4 75 94 67 94 74 0.0 13.14 (54)

6.1

Century Small Cap Select Inv CSMVX Champlain Small Company Adv CIPSX

-3.3 -1.0 11.4 15.4

66 72 86 60 89 0.0 12.78 (61)

-Avg Low

-4.7 2.9 12.7 14.7 10.0 91 42 77 72 8 0.0 11.59 (58)

Russell MidCap Growth Index

-1.7 12.4 17.1 17.3 9.3 -1.1 10.9 17.0 17.0 9.9 -1.4 14.9 19.2 17.5 9.4 -2.3 5.1 16.5 17.4 8.8

S&P MidCap 400 Index

Russell MidCap Value Index Russell 2000 Growth 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.