(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.

Made with