(PUB) Morningstar FundInvestor

19

Morningstar FundInvestor

June 2 013

Tracking Gold-Rated Funds

Trailing 10 Years Batting Average

Trailing 5 Years Batting Average

Trailing 3 Years Batting Average

Asset Group

% Gold in Top Quartile

% Gold in Top Quartile

% Gold in Top Quartile

US Stock

68.36 82.94

55.9 73.5 50.0 71.4 60.9

66.63 81.66 79.06 84.02 93.78

44.4 63.2 28.0 47.6 49.2

65.01 70.72 66.42 61.83 92.93

43.0 54.9 31.9 19.0 58.1

Taxable Bond

International Stock

75.6

Municipal Bond

94.39 91.25

Balanced

Data through May 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.

Growth of $10,000 ( 06-2003 to 05-2013) AllianzGI Technology Institutional DRGTX QQQQ •

Growth of $10,000 ( 06-2003 to 05-2013) Matthews Japan Investor MJFOX QQ ´

30000

26000

p Fund Return (%) 179.85 p Category Return (%) 112.39

p Fund Return (%) 107.70 p Category Return (%) 55.11

22500

19500

22,500

19,500

∞ Positive ∞ Positive ∞ Positive ¶ Neutral § Negative

∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral

Process

Process

15000

13000

15,000

13,000

Performance

Performance

People Parent

People Parent

7500

6500

7,500

6,500

Price

Price

0

0

03 04 05 06 07 08 09 10 11 12

03 04 05 06 07 08 09 10 11 12

Growth of $10,000 ( 06-2003 to 05-2013) RS Global Natural Resources RSNRX QQQQ •

Growth of $10,000 ( 03-2006 to 05-2013) PRIMECAP Odyssey Aggressive Growth POAGX QQQQQ Œ

42000

22000

p Fund Return (%) 105.37 p Category Return (%) 43.72

p Fund Return (%) 256.37 p Category Return (%) 157.83

31500

16500

16,500

31,500

∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive

∞ Positive ∞ Positive ∞ Positive ¶ Neutral ¶ Neutral

Process

Process

21000

11000

11,000

21,000

Performance

Performance

People Parent

People Parent

10500

5500

5,500

10,500

Price

Price

0

0

03 04 05 06 07 08 09 10 11 12

06 07 08 09 10 11 12

Growth of $10,000 ( 08-1999 to 05-2013) Vanguard Capital Opportunity Inv VHCOX QQQQ Œ

Growth of $10,000 ( 06-2003 to 05-2013) Vanguard Long-Term Treasury Inv VUSTX QQQ •

40000

22000

p Fund Return (%) 285.56 p Category Return (%) 29.35

80.51

p Fund Return (%)

p Category Return (%)

80.28

30000

16500

30,000

16,500

∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive

∞ Positive ¶ Neutral ∞ Positive ∞ Positive ∞ Positive

Process

Process

20000

11000

20,000

11,000

Performance

Performance

People Parent

People Parent

10000

5500

10,000

5,500

Price

Price

0

0

00 01 02 03 04 05 06 07 08 09 10 11 12

03 04 05 06 07 08 09 10 11 12

Return Data through May 31, 2013.