(PUB) Investing 2016
19
July 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
79.92
46.44
84.51
47.57
77.29
42.70
Taxable Bond
76.17
41.25
67.03
36.24
48.97
27.50
International Stock
73.04
43.69
70.39
41.15
59.88
41.36
Municipal Bond
60.35
35.94
37.25
16.13
43.94
21.28
Balanced
87.49
48.89
84.88
48.59
76.03
54.70
Data through June 30, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Top Stewards
T. Rowe Price Dividend Growth Fund PRDGX
28000 T. Rowe Price QM U.S. Small-Cap Growth Equity Fund PRDSX Fund Return %
24000
Fund Return % 118.40
Category Return %
Category Return %
77.69
148.48
72.46
18000
21000
18,000
21,000
QQQQQ
QQQQQ
„
„
12000
14000
12,000
14,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6000
7000
6,000
7,000
People Parent
People Parent
0
0
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
Price
Price
32000 American Funds New Perspective Fund ANWPX
18000 Vanguard High-Yield Tax-Exempt Fund VWAHX
Fund Return %
Category Return %
Fund Return % 208.36
Category Return %
69.74
50.28
102.35
24000
13500
13,500
24,000
QQQQQ
QQQQ
„
Œ
16000
9000
9,000
16,000
¶ Neutral ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
8000
4500
4,500
8,000
People Parent
People Parent
0
0
Price
Price
2007 2009 2011 2013 2015
2000 2002 2004 2006 2008 2010 2012 2014
Dodge & Cox Income Fund DODIX
Vanguard Developed Markets Index Fund Admiral Shares VTMGX
28000
Fund Return %
Category Return %
Fund Return % 160.35
Category Return %
12.93
7.28
119.65
21000
21,000
10,500
QQQQ
QQQQ
Œ
Œ
14000
14,000
7,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
7000
7,000
3,500
People Parent
People Parent
0
2008 2010 2012 2014 2016
2001 2003 2005 2007 2009 2011 2013
Price
Price
Return data through June 30, 2016.
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