(PUB) Investing 2016
19
October 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
79.24
43.34
81.36
42.67
75.14
45.80
Taxable Bond
77.45
44.03
71.07
40.00
47.25
27.12
International Stock
72.24
45.85
71.29
46.15
59.85
34.38
Municipal Bond
58.3
34.38
31.88
16.39
32.97
5.56
Balanced
88.21
50.00
84.83
48.86
79.07
56.41
Data through Sept. 30, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Foreign Value Plays
Vanguard International Value VTRIX
Tweedy, Browne Global Value TBGVX
16000
20000
Fund Return %
Category Return %
Fund Return %
Category Return %
19.82
10.11
58.54
10.11
12000
15000
12,000
15,000
QQQ
QQQQQ
´
„
8000
10000
8,000
10,000
Process
Positive
Process
Positive Positive Positive Positive
¶ Neutral
Performance
Performance
4000
5000
4,000
5,000
People Parent
Positive Positive Positive
People Parent
0
0
§ Negative
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
Price
Price
Dodge & Cox International Stock DODFX
Causeway International Value CIVVX
32000
30000
Fund Return % 113.69
Category Return %
Fund Return % 159.24
Category Return %
95.38
95.38
24000
22500
22,500
24,000
QQQ
QQQ
Œ
Œ
16000
15000
15,000
16,000
Process
Positive Positive Positive Positive
Process
Positive Positive Positive Positive Positive
Performance
Performance
8000
7500
7,500
8,000
People Parent
People Parent
0
0
§ Negative
2004 2006 2008 2010 2012 2014
2004 2006 2008 2010 2012 2014
Price
Price
Oakmark International OAKIX
20000
Fund Return %
Category Return %
59.18
35.53
15000
15,000
QQQQ
Œ
10000
10,000
Process
Positive Positive Positive Positive Positive
Performance
5000
5,000
People Parent
0
2010 2011 2012 2013 2014 2015 2016
Price
Return data through Sept. 30, 2016.
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