(PUB) Morningstar FundInvestor
April 2 014
Morningstar FundInvestor
19
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
US Stock
69.53 83.64 83.38
54.81 78.75 53.97 81.48 61.76
71.87 65.18 75.22 35.68 85.06
51.79 60.00 41.82 31.82 55.00
70.27 73.11 74.53 61.16
50.00 56.92 32.00 27.27 56.92
Taxable Bond
International Stock
Municipal Bond
95.3
Balanced
92.17
93.4
Data through March 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Silver- and Gold-Rated Bond Funds
JPMorgan Core Bond Select WOBDX
Dodge & Cox Income DODIX
16000
24000
Fund Return %
Category Return %
Fund Return %
Category Return %
59.15
48.30
141.77
103.59
12000
18000
12,000
18,000
QQQ
QQQQ
•
Œ
8000
12000
8,000
12,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ¶ Neutral
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
4000
6000
4,000
6,000
People Parent
People Parent
0
0
2005 2007 2009 2011 2013
2001 2003 2005 2007 2009 2011 2013
Price
Price
22000 Metropolitan West Total Return Bond MWTRX
Fidelity Total Bond FTBFX
16000
Fund Return % 45.26
Category Return %
Fund Return %
Category Return %
35.27
115.00
73.38
16500
12000
12,000
16,500
QQQQ
QQQQQ
Œ
Œ
11000
8000
8,000
11,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Performance
Performance
5500
4000
4,000
5,500
People Parent
People Parent
0
0
Price
2008 2009 2010 2011 2012 2013
2001 2003 2005 2007 2009 2011
Price
PIMCO Total Return Institutional PTTRX
Harbor Bond Institutional HABDX
12000
Fund Return %
CategoryReturn %
Fund Return %
CategoryReturn %
150.22
104.23
11.55
8.71
9000
9,000
21,000
QQQQ
QQQQ
Œ
Œ
6000
6,000
14,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Process
Performance
Performance
3000
3,000
7,000
People Parent
People Parent
0
2012
2013
2014
2000 2002 2004 2006 2008 2010 2012
Price
Price
Return Data through March 31, 2014.
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