(PUB) Morningstar FundInvestor
August 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
71.01 80.28 79.79 95.55 92.23
55.64 80.00 47.62 88.00 66.18
68.57 64.63 67.18 57.59 91.05
47.37 63.38 31.48 30.43 55.74
74.24 71.35 80.23 81.31 92.42
40.43 57.81 34.78 23.81 60.00
Taxable Bond
International Stock
Municipal Bond
Balanced
Data through July 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Under-the-Radar Medalists
Becker Value Equity Retail BVEFX
Champlain Mid Cap Adv CIPMX
24000
20000
Fund Return % 136.33
Category Return %
Fund Return %
Category Return %
95.61
88.22
57.66
18000
15000
18,000
15,000
QQQQQ
QQQQ
´
•
12000
10000
12,000
10,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
∞ Positive ∞ Positive ∞ Positive ¶ Neutral § Negative
Process
Process
Performance
Performance
6000
5000
6,000
5,000
People Parent
People Parent
0
0
2005 2007 2009 2011 2013
2009 2010 2011 2012 2013 2014
Price
Price
FPA Perennial FPPFX
Diamond Hill Small-Mid Cap DHMAX
26000
24000
Fund Return % 113.02
Category Return %
Fund Return % 136.39
Category Return %
90.52
128.56
19500
18000
18,000
19,500
QQQ
QQQ
Œ
•
13000
12000
12,000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
∞ Positive ∞ Positive ¶ Neutral ∞ Positive ∞ Positive
Process
Performance
Performance
6500
6000
6,000
6,500
People Parent
People Parent
0
0
Price
2005 2007 2009 2011 2013
2006 2007 2008 2009 2010 2011 2012 2013 14
Price
LKCM Equity Institutional EXWAX
26000
Fund Return % 130.62
CategoryReturn %
106.14
19500
19,500
QQQQ
•
13000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
6500
6,500
People Parent
0
2005 2007 2009 2011 2013
Price
Return data through July 31, 2014.
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