(PUB) Investing 2016
19
May 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
80.37
44.23
83.00
45.19
77.40
43.01
Taxable Bond
76.20
42.50
68.20
37.16
40.95
15.32
International Stock
71.46
44.39
70.14
42.78
57.08
46.67
Municipal Bond
62.84
39.06
37.28
16.67
55.88
23.91
Balanced
88.39
48.89
86.04
49.15
81.35
53.85
Data through April 30, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Small Medalists
Berwyn Fund BERWX
Perkins Global Value T JGVAX
24000
24000
Fund Return %
Category Return %
Fund Return %
Category Return %
59.85
59.95
55.19
42.68
18000
18000
18,000
18,000
QQQQ
„
„
12000
12000
12,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
∞ Positive ¶ Neutral ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6000
6000
6,000
6,000
People Parent
People Parent
0
0
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
Price
Price
24000 Royce Special Equity Multi-Cap Service RSEMX
Mairs & Power Small Cap MSCFX
28000
Fund Return % 109.69
Category Return %
Fund Return %
Category Return %
61.92
58.10
63.57
18000
21000
21,000
18,000
QQQQQ
„
´
12000
14000
14,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ¶ Neutral ∞ Positive ∞ Positive § Negative
Process
Performance
Performance
6000
7000
7,000
6,000
People Parent
People Parent
0
0
Price
Price
2012 2013 2014 2015
2011 2012 2013 2014 2015
Return data through April 30, 2016.
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