(PUB) Investing 2016

19

September 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

79.91

44.16

82.03

44.08

75.56

46.77

Taxable Bond

78.32

42.14

71.00

37.24

54.53

31.36

International Stock

72.91

46.60

70.47

45.21

63.56

42.50

Municipal Bond

58.67

34.38

32.54

14.75

29.61

4.88

Balanced

87.25

50.00

83.53

49.72

77.07

56.41

Data through Aug. 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.

Small-Growth Stalwarts

28000 T. Rowe Price QM US Small-Cap Gr Eq PRDSX

Conestoga Small Cap Investors CCASX

24000

Fund Return %

Category Return %

Fund Return % 141.93

Category Return %

169.71

91.09

91.09

21000

18000

21,000

18,000

QQQQQ

QQQQ

„

„

14000

12000

14,000

12,000

Process

Positive Positive Positive Positive Positive

Process

Positive Positive Positive Positive Positive

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

Wasatch Core Growth WGROX

T. Rowe Price New Horizons PRNHX

26000

30000

Fund Return % 198.67

Category Return %

Fund Return % 119.49

Category Return %

91.09

91.09

19500

22500

22,500

19,500

QQQQQ

QQQQ

„

Œ

13000

15000

15,000

13,000

Process

Positive Positive Positive Positive Positive

Process

Positive Positive Positive Positive

Performance

Performance

6500

7500

7,500

6,500

People Parent

People Parent

0

0

¶ Neutral

2007 2009 2011 2013 2015

2007 2009 2011 2013 2015

Price

Price

Brown Capital Mgmt Small Co BCSIX

Wasatch Small Cap Growth WAAEX

28000

Fund Return %

Category Return %

Fund Return % 173.06

Category Return %

103.79

81.07

112.49

21000

21,000

19,500

QQQQ

QQQQQ

Œ

Œ

14000

14,000

13,000

Process

Positive Positive Positive Positive

Process

Positive Positive Positive Positive

Performance

Performance

7000

7,000

6,500

People Parent

People Parent

0

2009

2011

2013

2015

2011 2012 2013 2014 2015 2016

¶ Neutral

¶ Neutral

Price

Price

Return data through Aug. 31, 2016.