(PUB) Morningstar FundInvestor

32

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 Small Growth (cont’d)

YTD 1 Yr

3 Yr

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

(R²)

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

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

Buffalo Small Cap BUFSX

44.2 44.2 18.1 21.5 10.8 32 32 22 59 11 0.0 17.49 (84) 35.6 35.6 15.5 21.2 7.5 78 78 59 63 85 0.0 16.52 (83) 36.2 36.2 16.1 19.2 — 75 75 49 87 — 0.0 13.32 (82) 32.7 32.7 14.5 21.2 9.3 90 90 73 63 47 0.0 17.06 (84) 36.3 36.3 17.7 26.3 — 75 75 28 9 — 0.0 13.91 (85) 41.7 41.7 19.2 27.1 10.7 46 46 13 6 13 0.0 14.30 (83) 43.1 43.1 17.8 24.1 9.6 37 37 26 26 39 0.0 15.90 (78) 36.9 36.9 17.7 24.6 8.9 73 73 28 20 61 0.0 16.40 (84) 35.1 35.1 15.7 22.2 10.2 80 80 56 48 22 0.0 16.42 (80) 49.3 49.3 20.1 22.6 11.3 9 9 6 43 7 0.0 15.75 (73)

Avg Avg Low Avg -Avg Low Low -Avg

Century Small Cap Select Inv CSMVX Champlain Small Company Adv CIPSX

Columbia Acorn USA Z AUSAX Conestoga Small Cap CCASX

Janus Triton T JATTX Janus Venture T JAVTX

Kalmar Growth-with-Value Sm Cp Inv KGSCX

QQQQ

Litman Gregory Masters Smlr Coms Instl MSSFX —

Avg Avg

„ QQQ

LKCM Small Cap Equity Instl LKSCX

]QQQQQ

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

—

47.3 47.3 18.6 23.5 11.4 15 15 18 32 7 0.0 15.68 (81)

-Avg +Avg

12.9 12.9 0.3 15.3

„ Q „ QQQ

7.1 99 99 99 98 90 0.0 18.97 (76)

35.3 35.3 14.1 20.2 10.1 79 79 78 77 26 0.0 16.38 (87) 32.5 32.5 11.2 18.4 9.4 90 90 93 93 44 0.0 17.97 (85) 44.2 44.2 19.2 25.6 10.6 31 31 13 14 15 0.0 17.00 (89)

Avg Avg Avg

QQ

Royce Value Plus Svc RYVPX

—

´ QQQQ

T. Rowe Price Diversified Sm Cap Growth PRDSX

22.7 29.1 12.7

´ QQQQQ „ QQQQQ

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

49.1 49.1

10 10 1 1 2 0.0 14.59 (85)

-Avg -Avg +Avg

37.7 37.7 17.5 24.4 11.0 69 69 29 22 9 0.0 15.96 (89) 40.9 40.9 14.6 21.6 9.1 50 50 71 58 55 0.0 18.43 (84) 44.4 44.4 17.6 23.1 9.2 30 30 29 37 50 0.0 16.60 (89)

QQQ

—

ˇ ]QQQQ „ WWWW „ QQQQ Œ ]QQQQ

Vanguard Explorer Inv VEXPX

Avg

Vanguard Small Cap Growth Index Admiral VSGAX

38.2 38.2

17.0 24.3 10.7

65 65

36 23 14

0.7 — (—)

Wasatch Core Growth WGROX Wasatch Small Cap Growth WAAEX Wasatch Ultra Growth WAMCX William Blair Small Cap Growth N WBSNX

30.2 30.2 17.7 24.2 8.9 95 95 27 24 61 0.0 12.60 (80) 31.2 31.2 15.3 24.1 9.2 94 94 62 25 51 0.0 13.33 (80)

Low Low Low

5.6

QQ

— —

35.7 35.7 13.0 24.9

78 78 88 18 99 0.0 14.46 (78) 6 6 49 16 60 0.0 17.70 (85)

52.8 52.8

QQQ

16.1 25.2 8.9

+Avg

Small Blend

— 37.6 37.6 14.9 20.3 8.7 — — — — — — 17.1 (87) —

Ariel Discovery Investor ARDFX

—

NR

33.0 33.0 — — — 85 85 — — — 0.0 — (—) 27.5 27.5 9.4 16.7 9.5 94 94 94 94 35 0.2 15.98 (82) 27.7 27.7 13.8 16.5 — 94 94 76 94 — 0.2 12.99 (83)

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

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

-Avg Low Low High High +Avg +Avg

30.7 30.7 13.2 15.9

— 91 91 80 96 — 0.2 13.48 (81)

Berwyn BERWX

35.6 35.6 18.5 21.6 10.6 68 68 10 27 17 0.0 18.88 (83)

20.7 27.0 9.2

Bogle Small Cap Growth Inv BOGLX

46.8 46.8 50.9 50.9

6 6 2 3 40 0.1 19.08 (88) 2 2 10 32 81 1.0 17.86 (86)

7.7

Bridgeway Ultra-Small Company Market BRSIX

18.6 21.3

Broadview Opportunity BVAOX DFA US Micro Cap I DFSCX DFA US Small Cap I DFSTX

43.5 43.5 16.3 23.3 10.0 12 12 34 13 26 0.0 17.68 (86)

45.1 45.1 18.4 22.8 9.3

9 9 11 16 39 0.5 17.02 (86)

Avg Avg

42.2 42.2 17.7 23.8 10.2 17 17 18 10 23 0.7 16.69 (89)

Dreyfus Opportunistic Small Cap DSCVX Fidelity Small Cap Discovery FSCRX Fidelity Small Cap Stock FSLCX Fidelity Stock Selector Sm Cp FDSCX Royce Micro-Cap Invmt RYOTX Royce Special Equity Invmt RYSEX Royce Total Return Invmt RYTRX Stratton Small Cap Value STSCX T. Rowe Price Small-Cap Value PRSVX Vanguard Explorer Value Inv VEVFX Vanguard Small Cap Index Adm VSMAX E Perritt MicroCap Opportunities Investor PRCGX

47.8 47.8 15.2 27.2 11.7 38.2 38.2 19.8 28.0 12.8

5 5 53 2 7 0.0 22.35 (84) 40 40 6 1 2 0.1 16.45 (86)

High

Avg

29.8 29.8 7.4 19.9 7.8 93 93 96 52 79 0.3 19.20 (89) 36.8 36.8 14.3 21.4 8.2 58 58 68 29 71 0.1 16.58 (91)

+Avg

Avg

46.3 46.3 14.1 23.5 9.2

7 7 71 12 43 0.0 18.26 (80)

High

21.3 21.3 4.8 18.5 8.8 97 97 98 77 54 0.1 18.28 (76) 29.4 29.4 14.3 18.1 9.5 93 93 68 83 35 0.1 13.45 (80) 32.8 32.8 14.3 18.4 9.1 86 86 68 78 44 0.8 13.42 (91) 39.2 39.2 17.2 18.4 10.4 32 32 24 78 19 0.0 14.95 (90) 32.7 32.7 15.8 19.8 10.8 86 86 41 53 14 0.3 15.34 (87) 38.2 38.2 17.0 — — 42 42 26 — — 0.5 15.37 (92) 37.8 37.8 16.6 22.6 10.3 45 45 29 18 21 1.3 16.27 (92)

+Avg Low Low -Avg -Avg

QQQQ

—

-Avg

ΠQQQQ

Avg

Russell MidCap Value Index Russell 2000 Growth Index

33.5 33.5 16.0 21.2 10.3 43.3 43.3 16.8 22.6 9.4

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.