(PUB) Investing 2016
19
August 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
80.70
45.61
83.47
45.45
74.27
46.95
Taxable Bond
77.73
41.51
69.29
36.73
48.16
25.83
International Stock
73.54
47.32
71.15
45.74
59.01
39.62
Municipal Bond
61.13
35.94
38.54
16.13
45.43
10.64
Balanced
87.41
50.84
84.57
50.85
76.05
57.26
Data through July 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Tops in Manager Retention
Champlain Mid Cap Adv CIPMX
Hotchkis & Wiley High Yield A HWHAX
24000
22000
Fund Return % 125.38
Category Return %
Fund Return %
Category Return %
73.93
96.26
85.92
18000
16500
18,000
16,500
QQQQ
QQQ
„
´
12000
11000
12,000
11,000
Process
Positive Positive Positive
Process
Positive Positive Positive Positive Positive
Performance
Performance
6000
5500
6,000
5,500
People Parent
People Parent
¶ Neutral § Negative
0
0
2009 2010 2011 2012 2013 2014 2015
2010 2011 2012 2013 2014 2015 2016
Price
Price
Causeway International Value Inv CIVVX
Sound Shore Investor SSHFX
26000
22000
Fund Return %
Category Return %
Fund Return % 108.80
Category Return %
91.03
68.42
91.86
19500
16500
16,500
19,500
QQQQ
QQQ
„
Œ
13000
11000
11,000
13,000
Process
Positive Positive Positive Positive
Process
Positive Positive Positive Positive
Performance
Performance
6500
5500
5,500
6,500
People Parent
People Parent
0
0
¶ Neutral
§ Negative
Price
Price
2007 2009 2011 2013 2015
2004 2006 2008 2010 2012 2014
28000 Metropolitan West Total Return Bond MWTRX
Fund Return % 134.85
Category Return %
88.66
21000
21,000
QQQQQ
Œ
14000
14,000
Process
Positive Positive Positive
Performance
7000
7,000
People Parent
¶ Neutral
0
2002 2004 2006 2008 2010 2012 2014
Price
Positive
Return data through July 31, 2016.
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