(PUB) Morningstar FundInvestor

32

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 Small Growth (cont’d) Baron Small Cap Retail BSCFX Brown Capital Mgmt Small Co Inv BCSIX

YTD 1 Yr

3 Yr

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

(R²)

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

´ QQQQ Œ QQQQQ ´ [QQ ´ QQQ „ QQQ ´ QQQ „ [QQQ ˇ ]QQQQQ ˇ ]QQQQQ ´ [QQQ „ QQQ „ QQQQ „ Q „ QQQ ´ ]QQQQQ ´ QQQQQ „ QQQQQ ˇ QQQQ „ WWWW „ QQQQ Œ QQQQ — QQ — QQ ]QQQQ

-2.9 16.3 11.4 19.0 8.8 34 48 29 55 39 0.0 16.15 (86)

-Avg

-8.7 19.0 11.8 21.0 12.1

85 18 24 18 2 0.0 16.94 (66)

Avg

Buffalo Small Cap BUFSX

-10.4 9.8 11.4 15.7 8.3 93 93 28 94 56 0.0 18.47 (77) -4.6 15.4 8.7 19.1 7.0 52 58 75 52 84 0.0 16.89 (82) -4.2 12.4 10.5 17.8 — 50 77 42 76 — 0.0 13.35 (81) -2.0 15.4 9.9 19.1 8.4 21 58 54 53 54 0.0 17.30 (83) -13.0 13.0 10.2 18.0 9.5 97 73 49 72 22 0.0 16.64 (70) -1.6 18.3 12.9 21.2 — 17 25 11 17 — 0.0 14.12 (85) -3.5 17.5 13.3 22.1 9.9 42 35 7 9 13 0.0 14.51 (84) -8.9 11.9 10.3 20.1 8.3 86 82 47 31 58 0.0 16.70 (77)

+Avg

Century Small Cap Select Inv CSMVX Champlain Small Company Adv CIPSX

Avg Low

Columbia Acorn USA Z AUSAX Conestoga Small Cap CCASX

Avg

-Avg Low Low -Avg

Janus Triton T JATTX Janus Venture T JAVTX

Kalmar Growth-with-Value Sm Cp Inv KGSCX

Litman Gregory Masters Smlr Coms Instl MSSFX —

0.8 17.9 13.1 21.9 8.0

3 29 10 11 67 0.0 16.63 (83)

Avg Avg

LKCM Small Cap Equity Instl LKSCX

-5.6 15.0 8.3 19.4 9.0 67 61 79 46 35 0.0 16.66 (81) -8.6 11.6 9.7 20.7 10.3 83 85 58 23 8 0.0 16.43 (71)

Loomis Sayles Small Cap Growth Retail LCGRX Royce Low Priced Stock Svc RYLPX Royce Pennsylvania Mutual Invmt PENNX

-Avg +Avg -Avg

2.5 12.2

-0.9 11.8

6.9

2 79 99 99 85 0.0 19.23 (78)

-2.0 16.8 10.1 17.8 9.3 20 42 52 76 25 0.0 16.59 (87)

Royce Value Plus Svc RYVPX

-1.4 15.4 8.0 14.8 8.2 14 57 82 97 60 0.0 18.59 (83) -2.6 19.9 13.2 23.0 9.9 30 12 7 4 13 0.0 17.24 (87) -3.3 20.7 16.5 25.3 11.6 39 9 1 1 3 0.0 15.58 (77) -1.3 17.1 13.1 22.2 10.5 14 39 9 8 7 0.0 16.28 (88) -7.8 13.1 7.1 17.8 8.0 80 73 90 76 67 0.0 18.94 (79)

+Avg

T. Rowe Price Diversified Sm Cap Growth PRDSX

Avg

T. Rowe Price New Horizons PRNHX T. Rowe Price Small-Cap Stock OTCFX Turner Small Cap Growth TSCEX

-Avg -Avg +Avg

Vanguard Explorer Inv VEXPX

-2.3 18.8 12.5 20.6 8.7 26 20 16 25 43 0.0 16.92 (87)

Avg

Vanguard Small Cap Growth Index Admiral VSGAX

-1.5 16.7

12.0 21.4 10.1

16 43

21 15 11

0.7 — (—)

Wasatch Core Growth WGROX Wasatch Small Cap Growth WAAEX Wasatch Ultra Growth WAMCX

-2.6 11.5 12.5 20.4 8.1 31 86 16 28 66 0.0 13.24 (85) -5.2 9.9 10.2 18.9 8.5 63 93 50 56 49 0.0 13.86 (77)

Low Low Low

5.3

QQ

—

-4.9 14.5 8.1 19.6

55 64 81 43 98 0.0 15.21 (70)

]QQQ

William Blair Small Cap Growth N WBSNX

—

-2.7 20.1 14.3 17.9 8.0 32 12 3 74 69 0.0 17.99 (83)

+Avg

Small Blend

— -0.6 17.7 11.7 18.9 8.3 — — — — — — 16.8 (88) —

-2.2 23.4 -7.0 5.4 17.6 23.8 10.5 81 6 3 4 13 0.0 18.40 (85) 9.6 — — 99 99 85 — — 0.0 17.15 (74) -1.7 11.7 5.7 14.2 9.0 68 96 97 97 43 0.2 16.22 (84) -1.2 7.3 11.5 15.3 — 57 99 58 93 — 0.2 13.29 (85) -1.0 10.1 11.6 14.5 — 53 98 55 96 — 0.2 13.62 (83)

´ [QQQQ

AMG Managers Skyline Special Equities SKSEX

+Avg

QQ

Ariel Discovery Investor ARDFX

—

Avg

„ QQ

Artisan Small Cap Value Investor ARTVX ASTON/River Road Select Value N ARSMX ASTON/River Road Small Cap Value N ARSVX

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

QQ QQ

— —

„ [QQQ „ QQQQ ´ QQQ „ QQQQ Œ QQQQ Œ QQQQ

Berwyn BERWX

-4.8 11.5 12.7 20.3 9.7 98 97 37 28 26 0.0 18.60 (83)

1.7 26.1

17.0 24.8

Bogle Small Cap Growth Inv BOGLX

9.4 14 3 4 3 32 0.1 19.23 (88) 65 6 7 40 87 1.0 18.06 (83) 7.0

Bridgeway Ultra-Small Company Market BRSIX

-1.6 23.1 15.7 19.6

Broadview Opportunity BVAOX DFA US Micro Cap I DFSCX

-1.2 19.4 12.0 21.0 10.2 56 27 48 17 15 0.0 17.92 (85) -2.8 20.7 14.4 21.7 8.8 88 15 14 8 48 0.5 17.28 (88) -1.6 19.3 13.7 22.0 9.7 66 30 22 7 27 0.8 16.95 (89) -3.6 20.0 11.6 21.2 11.5 94 21 55 13 5 0.0 22.60 (83)

DFA US Small Cap I DFSTX

Avg

QQQ

Dreyfus Opportunistic Small Cap DSCVX Fidelity Small Cap Discovery FSCRX

—

High

0.3 17.2 16.2 24.1 12.6

ΠQQQQQ

33 54 5 3 1 0.1 16.81 (86)

Avg

´ QQ

Fidelity Small Cap Stock FSLCX

0.0 16.2 4.2 15.6 7.6 37 70 97 91 76 0.3 19.31 (89) -2.0 16.2 9.8 19.1 7.8 75 69 84 52 73 0.1 16.63 (89)

+Avg

QQ

Fidelity Stock Selector Small Cap FDSCX

—

Avg

´ [QQ

Perritt MicroCap Opportunities Investor PRCGX

-2.5 21.4 11.9 17.8 8.6 86 11 50 76 53 0.0 18.34 (81)

High Avg Low Low -Avg

1.7 13.6

QQ

Royce Micro-Cap Invmt RYOTX Royce Special Equity Invmt RYSEX Royce Total Return Invmt RYTRX Stratton Small Cap Value STSCX

—

-3.6 11.9

8.1 94 96 99 97 66 0.1 18.00 (79)

Œ QQQ ´ QQQ ´ QQQQQ

-3.0 11.2 11.5 15.4 8.7 91 97 59 91 49 0.1 13.97 (82) -0.7 15.3 11.5 17.6 8.8 49 83 59 80 48 0.8 13.70 (92)

3.9 22.4 14.7 20.1 10.6

4 9 12 34 11 0.0 15.19 (89)

Russell 2000 Growth Index

-3.8 16.7 11.4 19.8 8.7 -2.0 16.8 11.7 19.3 8.6

Russell 2000 Index

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.