(PUB) Investing 2016
19
March 2016
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
U.S. Stock
79.95
42.13
83.92
42.99
76.48
39.02
Taxable Bond
70.88
40.63
59.88
35.10
35.67
18.38
International Stock
65.73
43.20
61.79
40.51
58.85
43.03
Municipal Bond
63.73
39.06
37.95
16.39
76.58
29.79
Balanced
88.93
54.44
87.09
52.41
81.69
58.88
Data through Feb. 29, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Aftertax Champs
T. Rowe Price Qm US Small-Cap Growth Eq PRDSX
Vanguard Equity-Income Inv VEIPX
28000
24000
Fund Return % 112.22
Category Return %
Fund Return % 100.43
Category Return %
50.75
52.49
21000
18000
21,000
18,000
QQQQQ
QQQQQ
•
•
14000
12000
14,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
7000
6000
7,000
6,000
People Parent
People Parent
0
0
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
Price
Price
PRIMECAP Odyssey Growth POGRX
Fidelity Tax-Free Bond FTABX
24000
18000
Fund Return %
Category Return %
Fund Return %
Category Return %
63.21
51.33
90.89
62.13
18000
13500
13,500
18,000
QQQQ
QQQQ
Œ
Œ
12000
9000
9,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
6000
4500
4,500
6,000
People Parent
People Parent
0
0
Price
2007 2009 2011 2013 2015
2008 2010 2012
2014
Price
Return data through Feb. 29, 2016.
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