(PUB) Morningstar FundInvestor

30

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 05-31-14

Total Return % Category Rank

12- Mo Yld %

Stand- ard Devia- tion

Risk Relative to Category

Morningstar Analyst Rating

1  Best, 100  Worst

A N N U A L I Z E D

Morningstar 500 Domestic Equity Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

— 0.0 17.8 10.3 17.9 8.1 — — — — — — 15.7 (86) —

5.4 18.5 12.7 18.9 9.2

Ø QQQ ´ QQQQ

FPA Perennial FPPFX

3 41 19 39 44 0.0 16.59 (85)

Avg Low Low -Avg -Avg -Avg +Avg +Avg High -Avg +Avg -Avg -Avg +Avg Avg

Janus Enterprise T JAENX Madison Mid Cap Y GTSGX

2.0 18.3 12.4 19.2 10.6 26 43 22 32 17 0.1 12.82 (84) 0.7 15.1 12.4 18.2 8.1 41 78 23 51 65 0.0 12.62 (91) -0.1 18.4 13.7 17.0 8.3 57 42 11 76 61 0.4 14.47 (88)

QQQ

—

´ QQQ ´ QQQQ „ QQQQ Œ QQQQQ ˇ QQQ Œ [QQQ Œ QQQQQ ˇ QQ ´ QQQQ „ QQQQ ´ QQ ´ QQQ ´ QQ „ QQQQ Œ QQQQ „ [QQQ „ QQQQQ Œ QQQQ Œ QQQQQ „ QQQQ Œ QQQQ Œ QQQQQ ˇ QQQQ „ QQQ ´ QQQ ´ QQ Œ QQQQ „ QQ „ QQQQ ˇ QQQ „ QQ ˇ QQ „ QQQ Œ QQQQ Œ ]QQQQQ — QQQ „ ]QQQQQ ´ IH ]QQQQ

Meridian Contrarian Legacy MVALX Meridian Growth Legacy MERDX Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX Rainier Small/Mid Cap Equity Original RIMSX

-3.3 11.4

9.2 17.9 9.0 86 97 73 58 47 0.0 14.48 (82)

-3.7 16.2 11.1 17.6 10.4 88 68 41 63 20 0.5 13.70 (82)

2.9 27.9

19.6 26.2

— 15 1 1 1 — 0.0 17.20 (71)

0.7 16.8 10.5 18.6 9.0 43 61 52 44 49 0.0 17.80 (86) 2.2 19.2 9.3 17.2 11.0 24 34 72 72 8 0.0 15.96 (80) -6.1 22.5 8.3 23.6 — 95 12 85 1 — 0.0 20.54 (39) 2.6 21.1 12.9 20.4 11.2 19 19 17 12 6 0.0 14.11 (87)

Royce Premier Invmt RYPRX

Scotia Dynamic U.S. Growth I DWUGX T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

7.0 17.8 8.1 17 4 94 59 65 0.0 17.66 (80)

2.7 24.6

0.9 17.2 12.4 19.3 10.0 39 56 21 29 25 0.0 14.57 (87) 2.7 17.6 11.9 17.3 10.7 18 52 29 69 15 0.0 14.16 (91)

Westport R WPFRX

0.6 18.0 8.3 16.2

Westport Select Cap R WPSRX

8.1 45 48 84 88 65 0.0 16.74 (83)

Mid-Cap Blend

— 3.2 19.1 12.1 18.8 8.7 — — — — — — 15.6 (89) —

Ariel Appreciation Investor CAAPX

-0.2 20.6 13.9 22.7 8.8 91 32 20 6 59 0.7 18.70 (91)

High High High

7.5

Ariel Investor ARGFX

-0.4 22.4 12.5 23.0

93 19 52 5 78 0.6 20.09 (88) 7 9 7 3 5 0.0 18.67 (88)

6.0 25.3 16.5 23.7 11.3

ASTON/Fairpointe Mid Cap N CHTTX

Fidelity Spartan Extended Mkt Index Inv FSEMX Fidelity Leveraged Company Stock FLVCX

1.6 20.1 13.3 21.0 10.2 77 38 32 18 14 1.1 16.03 (91) 4.3 20.2 13.9 21.2 11.2 25 37 21 15 6 0.6 18.45 (87)

Avg

High

First Eagle Fund of America Y FEAFX

5.5 23.1 14.6 19.1 10.4

9 13 13 55 10 0.2 13.40 (88)

-Avg -Avg -Avg Low +Avg +Avg -Avg +Avg

FMI Common Stock FMIMX

3.0 20.3 12.9 18.5 11.2 51 35 42 67 5 0.4 12.93 (87)

6.1 17.2 14.7 22.7 10.8 5.9 20.4 13.0 15.7 8.7

Longleaf Partners Small-Cap LLSCX

7 74 12 6 7 0.0 13.18 (75) 7 34 39 88 61 0.7 12.62 (89)

Osterweis OSTFX

5.4 14.5 10.0 94 84 96 91 23 0.0 18.31 (84)

Royce Value Svc RYVFX

-0.5 15.6

Vanguard Extended Market Idx Adm VEXAX Vanguard Mid Cap Index Adm VIMAX Vanguard Strategic Equity Inv VSEQX

1.6 20.4 13.4 21.1 10.2 77 34 26 17 16 1.1 16.23 (91) 4.8 21.1 13.3 21.1 10.3 19 29 32 16 13 1.1 14.86 (94)

5.8 26.1 16.8 22.7 9.2

8 7 7 6 49 1.1 16.42 (93)

-2.0 11.5 11.2 19.9 7.7 98 95 73 38 72 0.0 11.99 (86) 3.6 20.4 11.7 19.2 — 37 34 64 51 — 0.4 16.56 (90)

Weitz Hickory WEHIX

Low

Westwood SMidCap Institutional WHGMX

+Avg

Mid-Cap Value

— 4.4 20.4 13.2 19.5 9.0 — — — — — — 15.1 (90) —

6.3 19.5 14.5 19.8 11.0 14 61 27 51 5 1.1 11.59 (94)

American Century Mid Cap Value Inv ACMVX

Low

9.0 7.8 12.9

Appleseed APPLX

2.4

— 80 67 29 17 — 0.0 11.46 (77) 92 85 50 76 2 0.4 13.59 (90)

+Avg -Avg High -Avg

1.7 16.9 13.3 18.5 11.7

Artisan Mid Cap Value Investor ARTQX

Delafield Fund DEFIX

2.2 17.8 11.0 19.7 10.8 90 76 86 54 7 0.0 18.54 (83) 2.2 18.9 14.0 19.5 10.5 91 69 35 59 10 0.7 13.68 (93)

Fidelity Low-Priced Stock FLPSX

5.5 22.4 14.8 21.1

Fidelity Value FDVLX FPA Capital FPPTX

9.3 27 26 21 24 48 0.8 15.38 (93)

Avg

5.8 18.6 8.6 17.1 8.9 22 70 98 87 60 0.0 16.02 (73)

+Avg

0.4 17.1 12.3 17.9

7.9

Franklin Balance Sheet Investment A FRBSX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX

96 83 69 80 78 1.1 15.07 (90)

Avg

3.8 15.1 9.4 14.2 8.9 64 92 95 97 61 1.3 12.87 (94) 6.3 21.7 13.9 19.2 10.3 14 33 39 67 16 0.7 13.49 (94)

-Avg -Avg

3.9 25.5 16.1 20.8 10.7 60 8 7 29 9 1.1 13.44 (93)

Vanguard Selected Value Inv VASVX

-Avg

Small Growth

— -4.7 15.9 9.6 18.5 7.5 — — — — — — 17.2 (84) —

„ QQQ „ QQ

Artisan Small Cap Investor ARTSX ASTON/TAMRO Small Cap N ATASX

-11.2 11.5 11.3 20.3 7.7 94 86 31 29 75 0.0 17.73 (53)

Avg Avg

6.1

-5.9

7.0 16.3 8.5 70 99 90 91 51 0.0 17.38 (82)

Russell MidCap Growth Index

3.3 20.7 12.8 20.5 9.7 3.2 18.0 12.9 20.8 10.3 7.4 22.0 15.2 22.2 10.7

S&P MidCap 400 Index

Russell MidCap Value Index

Categories IH World Allocation

Legend

Red  Lowest return in group Green  Highest return in group Italic  Extended performance

E  New this month ][  Increase/decrease in rating NR  No Morningstar Rating; fund less than three years old.