(PUB) Investing 2016
19
November 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
80.75
43.94
84.02
44.63
77.14
48.47
Taxable Bond
75.66
44.65
68.65
40.00
47.33
26.27
International Stock
74.95
44.17
74.66
45.05
65.99
33.13
Municipal Bond
56.11
34.38
34.41
14.75
33.11
5.71
Balanced
89.51
50.00
86.74
49.15
84.41
53.39
Data through Oct. 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Healthcare Investors
PRIMECAP Odyssey Growth POGRX
ClearBridge Aggressive Growth SHRAX
24000
20000
Fund Return %
Category Return %
Fund Return %
Category Return %
117.03
35.53
81.51
84.90
18000
15000
18,000
15,000
QQQQ
Œ
•
12000
10000
12,000
10,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
¶ Neutral ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Process
Performance
Performance
6000
5000
6,000
5,000
People Parent
People Parent
0
0
06 2008 2010 2012 2014 16
04 2006 2008 2010 2012 2014 16
Price
Price
Amana Growth Investor AMAGX
Vanguard Capital Opportunity VHCOX
22000
60000
Fund Return % 459.21
Category Return %
Fund Return %
Category Return %
76.29
95.22
84.90
16500
45000
45,000
16,500
QQQQ
QQQQ
Œ
´
11000
30000
30,000
11,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive § Negative ∞ Positive
Process
Process
Performance
Performance
5500
15000
15,000
5,500
People Parent
People Parent
0
0
2000 2004 2008 2012 16
Price
Price
06 2008 2010 2012 2014 16
Brown Capital Management BCSIX
Conestoga Small Cap CCASX
28000
Fund Return %
Category Return %
Fund Return % 162.91
Category Return %
119.41
72.55
103.72
21000
21,000
18,000
QQQQ
QQQQQ
•
Œ
14000
14,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Process
Performance
Performance
7000
7,000
6,500
People Parent
People Parent
0
10 2011 2012 2013 2014 2015 2016
06 2008 2010 2012 2014 16
Price
Price
Return data through Oct. 31, 2016.
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