(PUB) Morningstar FundInvestor

30

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 Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

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

(R²)

— 34.8 34.8 13.8 20.6 8.3 — — — — — — 15.6 (86) —

QQQ

Madison Mid Cap Y GTSGX

—

29.0 29.0 16.2 18.8 8.5 91 91 19 82 63 0.0 12.38 (90) 34.8 34.8 15.6 17.3 8.6 53 53 25 92 60 0.4 13.97 (87) 28.5 28.5 13.4 21.1 9.8 92 92 58 43 38 0.0 14.10 (82) 37.0 37.0 16.4 19.3 11.4 31 31 17 76 9 0.5 13.41 (82)

Low -Avg -Avg -Avg +Avg

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

Meridian Contrarian Legacy MVALX Meridian Growth Legacy MERDX Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX

54.9 54.9 23.2 27.9

— 1 1 1 1 — 0.0 16.56 (79)

Rainier Small/Mid Cap Equity Original RIMSX

33.3 33.3 14.0 19.1 9.0 63 63 50 78 55 0.0 17.59 (89)

+Avg

27.7 27.7

Royce Premier Invmt RYPRX

12.2 18.9 11.6 95 95 75 81 5 0.0 15.81 (77)

Avg

T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

36.9 36.9 15.5 23.5 11.5 32 32 26 12 7 0.0 14.00 (90) 37.1 37.1 10.0 20.2 7.9 30 30 95 62 76 0.0 16.65 (85) 34.2 34.2 15.9 21.7 9.8 59 59 23 36 39 0.0 14.08 (87) 28.5 28.5 14.2 18.8 10.7 92 92 47 82 20 0.0 13.75 (90) 37.2 37.2 12.5 17.8 8.2 29 29 69 90 69 0.0 16.65 (83)

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

Westport R WPFRX

Westport Select Cap R WPSRX

Mid-Cap Blend

— 34.4 34.4 14.3 20.3 8.6 — — — — — — 15.6 (89) —

46.2 46.2

Ariel Appreciation Investor CAAPX

17.4 25.8 9.1

2 2 9 5 49 0.7 18.42 (90) 4 4 36 4 63 0.6 19.85 (87) 4 4 24 2 1 0.0 18.55 (87)

8.2

Ariel Investor ARGFX

44.7 44.7 15.6 26.0

44.5 44.5 16.3 26.3 11.7

ASTON/Fairpointe Mid Cap N CHTTX Fidelity Leveraged Company Stock FLVCX

35.1 35.1 15.9 25.3 11.0 42 42 31 7 4 0.6 18.41 (88) 34.3 34.3 16.7 21.7 10.7 48 48 15 26 6 0.7 13.48 (92) 38.2 38.2 16.2 22.5 10.3 20 20 27 19 11 1.0 15.76 (92) 31.0 31.0 16.3 19.2 10.4 72 72 25 64 10 0.2 13.13 (86) 32.0 32.0 15.0 20.0 11.4 68 68 49 52 2 0.4 12.63 (86) 30.5 30.5 17.8 24.4 10.3 77 77 8 10 11 0.0 13.12 (72) 27.8 27.8 9.0 18.6 11.1 92 92 93 72 4 0.0 18.14 (82) 37.7 37.7 11.7 19.3 9.4 22 22 80 61 38 0.2 16.58 (89) 38.4 38.4 16.5 22.7 10.3 19 19 20 18 12 1.1 15.98 (92) 35.2 35.2 15.4 22.1 10.1 41 41 40 22 16 1.2 14.53 (94) 33.8 33.8 13.3 16.5 8.6 51 51 65 90 58 0.7 12.33 (89)

Fidelity Low-Priced Stock FLPSX

Fidelity Spartan Extended Mkt Index Inv FSEMX

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

Longleaf Partners Small-Cap LLSCX

Osterweis OSTFX

Low

Royce Value Svc RYVFX

+Avg +Avg +Avg

RS Value A RSVAX

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

Avg

19.4 22.2 8.9

41.5 41.5

7 7 3 22 51 1.2 16.27 (92)

+Avg

Weitz Hickory WEHIX

27.8 27.8 15.6 23.9 8.4 92 92 35 12 60 0.0 11.87 (83) 33.8 33.8 13.9 20.2 — 52 52 63 48 — 0.4 16.10 (90)

Low

Westwood SMidCap Institutional WHGMX

+Avg

Mid-Cap Value

— 34.9 34.9 14.8 19.8 8.8 — — — — — — 15.2 (90) —

American Century Mid Cap Value Inv ACMVX

29.9 29.9 14.5 18.5 — 88 88 53 77 — 1.2 11.44 (94) 19.1 19.1 9.6 17.2 — 99 99 98 88 — 0.0 11.61 (66)

Low Low -Avg High

Appleseed APPLX

35.8 35.8 17.2 20.7 12.1

Artisan Mid Cap Value Investor ARTQX

43 43 16 38 1 0.4 13.19 (90)

29.1 29.1 12.9 23.0 11.0 90 90 81 9 6 0.0 18.11 (81) 37.1 37.1 16.0 22.4 9.1 31 31 32 15 51 0.8 15.30 (94)

Delafield Fund DEFIX Fidelity Value FDVLX

Avg

FPA Capital FPPTX

22.9 22.9 10.8 21.0 8.9 97 97 94 31 62 0.1 16.14 (72)

+Avg

8.3 34 34 64 87 77 1.1 14.74 (90) 9.1 94 94 95 96 52 1.3 12.76 (95)

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

36.6 36.6 13.9 17.2 25.9 25.9 10.6 15.2

Avg

-Avg -Avg -Avg

31.5 31.5 14.4 20.7 10.2 79 79 56 40 18 0.7 13.23 (94)

42.0 42.0 18.2 21.9 10.6

8 8 7 23 8 1.1 13.04 (93)

Small Growth

— 40.8 40.8 15.4 21.4 8.1 — — — — — — 17.2 (84) —

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

42.8 42.8 21.7 25.6 9.7 39 39 2 13 34 0.0 15.51 (71) 27.7 27.7 12.6 19.9 9.3 96 96 90 80 46 0.0 16.67 (85) 37.8 37.8 17.0 21.7 10.2 68 68 37 54 23 0.0 15.67 (87) 49.0 49.0 20.6 25.6 12.4 10 10 3 13 3 0.0 16.67 (67)

-Avg

Avg

Baron Small Cap Retail BSCFX

-Avg

Brown Capital Mgmt Small Co Inv BCSIX

Avg

Russell MidCap Growth Index

35.7 35.7 15.6 23.4 9.8 33.5 33.5 15.6 21.9 10.4 33.5 33.5 16.0 21.2 10.3

S&P MidCap 400 Index

Russell MidCap Value 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.