(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 12-31-13

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 Large Growth Amana Growth Investor AMAGX American Century Growth Inv TWCGX American Century Ultra Inv TWCUX American Funds AMCAP A AMCPX

YTD 1 Yr

3 Yr

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

(R²)

— 33.9 33.9 14.6 18.6 6.8 — — — — — — 14.1 (90) —

22.8 22.8

10.3 15.5 10.7 98 98 98 93 3 0.6 11.21 (94)

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

Low -Avg

29.4 29.4 13.5 18.4 7.9 85 85 75 56 37 0.4 13.12 (94) 36.9 36.9 16.5 20.1 6.8 20 20 23 29 68 0.3 14.06 (90) 36.9 36.9 16.7 20.3 8.0 21 21 21 25 35 0.2 12.16 (95) 33.8 33.8 15.3 18.3 8.3 49 49 42 57 28 0.3 13.14 (93)

Avg

-Avg

American Funds Growth Fund of Amer A AGTHX

Avg

American Funds New Economy A ANEFX ASTON/Montag & Caldwell Growth N MCGFX

43.4 43.4 18.8 22.5 10.0

5 5 4 12 7 0.3 13.98 (90)

Avg Low High +Avg -Avg

27.3 27.3 13.9 15.8 7.2 94 94 67 92 56 0.6 10.64 (91)

9.8 19.4 6.8 55 55 98 40 68 0.0 16.22 (86)

Calamos Growth A CVGRX

33.1 33.1

ClearBridge Aggressive Growth A SHRAX

44.6 44.6 20.2 23.4 8.4

3 3 2 7 26 0.0 15.65 (92)

Fidelity FFIDX

29.0 29.0 13.7 16.4 7.0 89 89 71 86 65 0.7 12.57 (97)

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX

39.8 39.8 17.0 22.7 8.3 10 10 16 10 28 0.4 14.69 (90) 36.0 36.0 17.5 21.2 8.3 28 28 12 18 28 0.4 13.35 (89) 34.2 34.2 15.9 18.7 10.2 46 46 32 52 6 0.1 12.12 (92) 26.1 26.1 12.1 16.7 7.2 97 97 89 83 56 0.8 12.08 (97) 37.6 37.6 18.0 22.8 10.7 17 17 8 9 4 0.2 15.10 (87) 36.5 36.5 16.2 20.3 8.2 24 24 28 26 32 0.1 13.81 (89) 40.2 40.2 14.5 20.7 9.1 10 10 58 21 16 0.3 18.56 (87)

+Avg

Avg

Fidelity Contrafund FCNTX

-Avg -Avg +Avg

Fidelity Export & Multinational FEXPX Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

Avg

High +Avg -Avg High

5.2

Fidelity Magellan FMAGX

35.3 35.3 12.2 17.5

34 34 88 70 97 0.7 15.03 (94)

Fidelity New Millennium FMILX

37.2 37.2 17.6 22.1 9.4 19 19 11 14 12 0.5 12.11 (93)

Fidelity OTC FOCPX

46.5 46.5 17.5 25.9 10.8

2 2 11 3 3 0.1 16.36 (76)

Harbor Capital Appreciation Instl HACAX

37.7 37.7 17.0 20.5 8.6 17 17 16 23 22 0.1 13.98 (86) 35.1 35.1 14.8 21.2 8.8 36 36 51 17 20 0.4 13.96 (93) 29.6 29.6 12.8 17.0 6.2 83 83 81 78 84 0.3 13.00 (91) 33.1 33.1 14.3 18.0 10.7 56 56 60 62 4 0.5 14.92 (85) 32.3 32.3 14.1 16.5 6.9 63 63 64 85 66 0.9 11.55 (91)

Avg Avg

Janus Research T JAMRX

Janus T JANSX

-Avg +Avg

Janus Twenty T JAVLX

Jensen Quality Growth J JENSX

Low

Lateef A LIMAX

30.2 30.2 16.9 18.6 — 79 79 18 53 — 0.0 14.05 (87)

Avg

37.8 37.8 18.1 23.1 10.9

Laudus US Large Cap Growth LGILX

16 16 7 8 3 0.1 14.78 (85)

+Avg +Avg -Avg

Litman Gregory Masters Equity Instl MSEFX

35.1 35.1 13.8 20.4 6.3 36 36 69 24 83 0.0 14.46 (90) 30.7 30.7 16.0 18.5 8.5 76 76 30 55 25 0.5 12.51 (96) 32.8 32.8 12.3 17.6 8.7 59 59 87 68 22 0.0 14.01 (92) 38.1 38.1 14.5 18.3 7.5 15 15 57 57 47 0.0 14.28 (87) 35.2 35.2 14.7 18.4 7.1 35 35 54 56 62 0.2 14.05 (89) 32.1 32.1 15.4 18.3 8.6 66 66 41 58 23 0.9 12.59 (98)

LKCM Equity Instl LKEQX

Manning & Napier Equity EXEYX

Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

Avg Avg

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

49.6 49.6

Morgan Stanley Focus Growth A AMOAX PRIMECAP Odyssey Growth POGRX

17.1 28.7 9.8

1 1 15 1 10 0.2 16.08 (69)

39.3 39.3 16.7 20.9 — 11 11 20 19 — 0.3 14.39 (89)

RiverPark/Wedgewood Retail RWGFX

29.2 29.2 18.4 — — 87 87 6 — — 0.0 12.36 (84)

20.8 19.4 8.9 42 42 1 39 19 0.0 10.28 (80)

Sequoia SEQUX

34.6 34.6

T. Rowe Price Blue Chip Growth TRBCX T. Rowe Price Growth & Income PRGIX T. Rowe Price Growth Stock PRGFX

41.6 41.6 19.4 23.1 8.8

7 7 3 8 20 0.0 14.39 (90)

33.0 33.0 15.1 17.8 7.1 58 58 46 66 59 1.0 12.02 (98) 39.2 39.2 17.9 22.4 8.9 12 12 9 12 19 0.0 14.15 (90) 37.7 37.7 15.9 22.7 9.2 16 16 32 10 15 0.0 13.20 (92) 28.6 28.6 13.6 19.3 8.4 91 91 73 41 25 0.9 13.98 (95)

Avg

T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX Touchstone Sands Capital Select Growth Z PTSGX

-Avg

Avg

40.6 40.6 20.7 30.3 10.7 42.7 42.7 16.6 21.3 10.5

9 9 1 1 3 0.0 15.61 (75) 6 6 23 17 5 0.2 14.40 (89)

High +Avg -Avg

Vanguard Capital Opportunity Inv VHCOX Vanguard FTSE Social Index Inv VFTSX Vanguard Growth Index Adm VIGAX Vanguard Morgan Growth Inv VMRGX Vanguard PRIMECAP Core Inv VPCCX

36.8 36.8 17.0 19.9 5.9 21 21 17 32 90 1.3 12.75 (97)

32.4 32.4 16.4 20.3 8.0 63 63 25 25 35 1.2 12.74 (95) 34.8 34.8 14.8 19.6 7.9 40 40 53 36 38 0.7 14.26 (93) 36.1 36.1 15.6 19.5 — 26 26 37 38 — 0.9 12.16 (95)

-Avg

Avg

-Avg

Russell 1000 Growth Index

33.5 33.5 16.5 20.4 7.8 32.4 32.4 16.2 17.9 7.4

S&P 500 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.