(PUB) Morningstar FundInvestor
July 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
68.81 79.76 80.34 95.42 92.19
57.78 80.25 49.21 77.78 64.71
69.25 65.72 70.42 57.49 91.05
50.00 65.28 33.96 31.82 58.06
74.22 73.60 74.49 81.91 93.06
47.92 62.50 32.00 27.27 60.00
Taxable Bond
International Stock
Municipal Bond
Balanced
Data through June 30, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Mid-Growth Medalists
Akre Focus Retail AKREX
Artisan Mid Cap Investor ARTMX
24000
30000
Fund Return % 127.55
Category Return %
Fund Return % 182.57
Category Return %
114.26
120.30
18000
22500
18,000
22,500
QQQQQ
QQQQ
•
•
12000
15000
12,000
15,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Process
Performance
Performance
6000
7500
6,000
7,500
People Parent
People Parent
0
0
2010 2011 2012 2013 2014
2005 2007 2009 2011 2013
Price
Price
28000 PRIMECAP Odyssey Aggressive Growth POAGX
FPA Perennial FPPFX
24000
Fund Return % 139.07
Category Return %
Fund Return %
Category Return %
120.30
178.15
76.06
21000
18000
18,000
21,000
QQQ
QQQQQ
•
Œ
14000
12000
12,000
14,000
∞ Positive ∞ Positive ¶ Neutral ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
7000
6000
6,000
7,000
People Parent
People Parent
0
0
Price
2005 2007 2009 2011 2013
2007
2009
2011
2013
Price
T. Rowe Price Mid-Cap Growth RPMGX
Royce Premier Invmt RYPRX
40000
Fund Return % 298.39
CategoryReturn %
Fund Return % 303.72
CategoryReturn %
148.62
136.58
30000
30,000
30,000
QQQ
QQQQQ
Œ
Œ
20000
20,000
20,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
10000
10,000
10,000
People Parent
People Parent
0
2000 2002 2004 2006 2008 2010 2012
2003 2005 2007 2009 2011 2013
Price
Price
Return data through June 30, 2014.
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