(PUB) Morningstar FundInvestor
September 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
69.35 84.61 81.99
54.81 81.71 49.21 88.46 66.18
66.81 72.30 69.46 60.52 88.66
45.54 56.16 33.33 29.17 57.14
70.80 77.71 80.33 71.02 88.06
38.04 60.66 34.78 31.82 56.92
Taxable Bond
International Stock
Municipal Bond
100.00
Balanced
92.27
Data through Aug. 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
World-Stock Medalists
Artisan Global Opportunities ARTRX
26000 American Funds Capital World Growth & Income CWGIX
24000
Fund Return % 115.78
Category Return %
Fund Return % 146.08
Category Return %
67.42
112.66
18000
19500
18,000
19,500
QQQQQ
QQQ
•
Œ
12000
13000
12,000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6000
6500
6,000
6,500
People Parent
People Parent
0
0
2009 2010 2011 2012 2013 2014
2005 2007 2009 2011 2013
Price
Price
Dodge & Cox Global Stock DODWX
26000 Harding Loevner Global Equity Advisor HLMGX
16000
Fund Return % 148.40
Category Return %
Fund Return % 48.39
Category Return %
28.25
112.66
12000
19500
19,500
12,000
QQQQ
QQQQ
Œ
•
8000
13000
13,000
8,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
4000
6500
6,500
4,000
People Parent
People Parent
0
0
Price
2009 2010 2011 2012 2013 2014
2005 2007 2009 2011 2013
Price
Oakmark Global OAKGX
American Funds New Perspective ANWPX
44000
Fund Return % 199.82
CategoryReturn %
Fund Return % 340.54
CategoryReturn %
110.22
200.14
33000
33,000
22,500
QQQQ
QQQQ
Œ
Œ
22000
22,000
15,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Process
Performance
Performance
11000
11,000
7,500
People Parent
People Parent
0
2003 2005 2007 2009 2011 2013
2000 2002 2003 2005 2007 2009 2011
Price
Price
Return data through Aug. 31, 2014.
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