(PUB) Morningstar FundInvestor
June 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
70.12 79.56 83.88
56.82 78.05 49.21 77.78 65.67
68.87 66.71 72.69 57.05 91.05
50.45 64.79 38.89 31.82 56.45
75.7
45.65 65.08 32.00 27.27 60.00
Taxable Bond
73.21
International Stock
75.6
Municipal Bond
95.3
71.56 92.35
Balanced
92.15
Data through May 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Foreign Large-Blend Medalists
Longleaf Partners International LLINX
Litman Gregory Masters Intl Instl MSILX
24000
26000
Fund Return %
Category Return %
Fund Return % 136.88
Category Return %
74.50
88.91
88.91
18000
19500
18,000
19,500
QQQ
QQQQ
´
•
12000
13000
12,000
13,000
∞ Positive ¶ Neutral ∞ Positive ∞ Positive § Negative
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
Process
Process
Performance
Performance
6000
6500
6,000
6,500
People Parent
People Parent
0
0
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
Price
Price
Causeway International Value Inv CIVVX
18000 Neuberger Berman International Eq Instl NBIIX
28000
Fund Return % 66.62
Category Return %
Fund Return % 141.54
Category Return %
64.41
108.55
21000
13500
13,500
21,000
QQQQ
QQQQ
´
Œ
14000
9000
9,000
14,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
Process
Performance
Performance
7000
4500
4,500
7,000
People Parent
People Parent
0
0
Price
2006 2008 2010 2012
2004 2006 2008 2010 2012
Price
26000 Manning & Napier World Opportunities A EXWAX
Fund Return % 123.96
CategoryReturn %
122.27
19500
19,500
QQQ
Œ
13000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Performance
6500
6,500
People Parent
0
2009 2010 2011 2012 2013 2014
Price
Return data through May 31, 2014.
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