(PUB) Investing 2016
19
June 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
80.59
45.17
84.00
46.60
79.69
41.84
Taxable Bond
76.31
42.50
67.02
36.24
42.97
19.01
International Stock
67.02
44.61
63.18
41.80
54.61
43.56
Municipal Bond
61.89
37.50
39.07
16.13
51.69
27.66
Balanced
88.18
48.60
85.61
48.86
80.07
52.17
Data through May 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Allocation With an Emphasis on Stocks
American Funds Income Fund of America AMECX
Fidelity Four-in-One Index FFNOX
24000
20000
Fund Return %
Category Return %
Fund Return %
Category Return %
51.28
53.75
46.64
44.41
18000
15000
18,000
15,000
QQQQ
QQQQ
„
„
12000
10000
12,000
10,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6000
5000
6,000
5,000
People Parent
People Parent
0
0
2012 2013 2014 2015
2012 2013
2014
2013
2016
Price
Price
Franklin Mutual Shares
T. Rowe Price Personal Strat Gr TRSGX
20000
22000
Fund Return %
Category Return %
Fund Return %
Category Return %
57.73
53.75
58.42
53.75
15000
16500
18,000
15,000
QQQQ
QQQ
„
´
10000
11000
12,000
10,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ¶ Neutral ∞ Positive ∞ Positive ¶ Neutral
Process
Performance
Performance
5000
5500
6,000
5,000
People Parent
People Parent
0
0
Price
Price
2012 2013 2014 2015
2012 2013 2014 2015 2016
Return data through May 31, 2016.
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