(PUB) Morningstar FundInvestor

What Does the Box Say? Continued From Page 3

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There is a preponderance of green out in extreme growth territory. The top two performers, Morgan Stanley Focus Growth AMOAX and Touchstone Sands Capital Select Growth PTSGX, are also furthest to the right. However, Marsico Focus MFOCX and Janus JANSX are almost that high in growth, yet lagged.

Focus on Large Growth

Valuation

Growth

MFOCX

AMOAX PTSGX

JANSX

Highest 5- Y r Returns

Market Capitalization Market Capitalization Large Small Focus on Small Blend

Lowest 5- Y r Returns

Small blend had some of the best and worst returns, though predominantly we saw strong returns as small caps enjoyed a robust rally the past five years. Bogle Small Cap Growth BOGLX and Skyline Special Equities SKSEX enjoyed monster returns, but materials stocks hurt Royce Low Priced Stock RYLPX. Aston/River Road Small Cap Value ARSVX was hurt by energy and industrials.

Valuation

Blend

BOGLX

RYLPX

Highest 5- Y r Returns

ARSVX SKSEX

Lowest 5- Y r Returns