(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar 500

Morningstar Rating vs.Category 5  Best

Total Return % 05-31-13

Total Return % Category Rank

12- Mo Yield %

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

Domestic Equity Large Growth Amana Growth AMAGX

YTD 1 Yr

3 Yr

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

(R²)

— 13.1 22.4 14.6 4.0 6.5 — — — — — — 17.1 (91) —

„ QQQQ ´ QQQQ ´ QQQ Œ QQQ ´ QQQ Œ QQQQ „ [QQQ ´ Q ´ QQQ

8.0 14.9 11.2 6.1 11.4 97 95 94 23 2 0.2 12.93 (95) 11.6 18.4 14.6 5.0 7.7 72 82 56 38 35 0.8 15.30 (95) 12.1 20.4 15.9 5.0 6.1 64 66 33 39 78 0.5 16.06 (93) 15.5 26.7 15.7 7.1 7.6 15 18 36 11 39 0.3 14.44 (97) 13.6 28.6 14.9 3.7 8.3 36 10 49 64 23 0.7 14.70 (96)

Low Avg Avg -Avg -Avg Avg Low +Avg High High -Avg +Avg Avg Low -Avg +Avg +Avg High +Avg -Avg

American Century Growth Inv TWCGX American Century Ultra Inv TWCUX American Funds AMCAP A AMCPX

American Funds Growth Fund of Amer A AGTHX

American Funds New Economy A ANEFX ASTON/Montag & Caldwell Growth N MCGFX

16.9 33.7 17.8 7.0 9.7

8 2 8 12 8 0.5 15.44 (92)

12.8 21.0 14.4 4.6 6.8 53 61 60 48 60 0.8 12.03 (94)

7.7 13.3 22.8 36.9

9.3

Calamos Growth A CVGRX

0.0 6.9 97 97 98 96 58 0.0 17.29 (87)

22.8

ClearBridge Aggressive Growth A SHRAX

7.6 8.1

1 1 1 8 26 0.0 18.45 (94)

3.8 18.0 — — 95 99 7 — — 0.0 19.79 (56)

[QQQQ

Dynamic US Growth I DWUGX

—

8.9

ˇ QQQ ˇ ]QQQQ

Fidelity FFIDX

13.5 24.2 14.7 3.2 7.2 38 31 53 73 48 1.2 14.70 (97) 15.7 26.5 16.8 7.9 7.7 14 20 19 6 37 0.4 17.04 (92) 15.0 24.4 16.1 6.8 9.1 18 30 28 14 12 0.5 15.65 (90) 13.4 21.6 16.1 5.3 10.3 40 55 29 34 5 0.2 13.20 (91) 12.0 22.9 13.3 2.7 7.7 66 42 78 79 36 0.7 14.23 (98) 15.2 23.9 18.3 7.0 10.7 16 34 6 11 3 0.2 16.70 (89) 13.6 20.3 17.1 3.4 7.4 35 66 15 69 44 0.3 16.39 (94) 16.2 28.2 14.9 1.1 8.4 11 12 50 92 22 0.2 20.90 (88) 16.6 26.1 15.6 7.7 10.6 10 21 37 7 4 0.4 18.66 (86) 11.4 18.1 14.9 5.9 8.0 76 83 50 24 28 0.4 15.78 (88) 16.0 28.2 15.2 3.4 6.9 12 12 45 70 59 1.5 16.23 (95) 13.5 25.1 15.8 4.5 8.7 38 26 34 50 18 0.6 15.57 (93) 10.6 20.8 12.3 3.0 6.2 86 63 89 74 76 0.6 14.51 (92) 9.7 20.4 12.0 0.4 9.9 93 66 91 95 6 0.6 17.44 (88) 14.5 25.7 13.8 6.8 6.5 25 23 71 14 68 1.0 13.30 (94) 12.2 21.2 17.4 6.7 10.3 63 60 11 15 5 0.1 16.33 (87) 13.0 27.3 13.4 2.6 6.1 47 16 76 80 78 0.1 16.06 (92) 12.4 26.4 17.0 4.4 — 60 20 15 52 — 0.9 13.38 (95) 14.2 26.7 16.4 7.3 8.4 28 18 25 10 22 0.6 14.39 (97) 14.2 27.2 12.4 4.9 8.5 28 16 88 40 20 0.2 16.22 (95) 14.2 26.2 11.0 -0.1 4.7 28 21 95 96 96 1.1 16.96 (95) 16.4 28.9 17.3 7.9 9.7 11 10 13 6 9 1.0 14.62 (96)

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX

[QQQQ

—

„ [QQQQ

Fidelity Contrafund FCNTX

]QQQ

Fidelity Export & Multinational FEXPX

—

„ QQQQQ ˇ QQQ

Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

QQ

—

ˇ Q

Fidelity Magellan FMAGX

´ QQQQ ´ QQQQ Œ QQQQ ˇ QQQ ˇ ]QQQQ Ø QQ Ø QQQ Œ QQQQ ˇ QQQQQ „ QQQQQ Œ QQQ ˇ QQQ ˇ QQQ ´ QQQ QQ QQQ

Fidelity New Millennium FMILX

Fidelity OTC FOCPX

High

Harbor Capital Appreciation Instl HACAX

Avg Avg Avg

Janus Growth & Income T JAGIX

Janus Research T JAMRX

Janus T JANSX

-Avg

Janus Twenty T JAVLX

+Avg

Jensen Quality Growth J JENSX

Low

Laudus Growth Investors US Large Cap Gr LGILX Litman Gregory Masters Equity Instl MSEFX Litman Gregory Masters Focused Opp Instl MSFOX — —

+Avg

Avg Low

LKCM Equity Instl LKEQX

-Avg

Manning & Napier Equity EXEYX

Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

19.1 23.0 16.1 4.8 7.6 16.6 21.1 16.0 4.1 7.2

3 41 29 44 39 0.1 16.97 (91) 9 61 30 56 50 0.2 16.68 (92)

+Avg +Avg -Avg High +Avg

15.0 27.7 16.4 5.5 8.4 19 14 25 30 22 0.7 14.89 (99)

ΠQQ

Morgan Stanley Focus Growth A AMOAX PRIMECAP Odyssey Growth POGRX RiverPark/Wedgewood Retail RWGFX

12.8 20.2 15.1 4.5 8.0 52 67 47 49 29 0.0 18.00 (74) 21.8 37.4 17.2 8.7 — 2 1 13 3 — 0.5 16.86 (91) 9.5 22.0 — — — 94 51 — — — 0.0 — (—)

ΠQQQQQ

´

NR

Œ QQQQQ „ QQQQ

Sequoia SEQUX

16.9 28.5 20.0 9.1 8.8

8 11 3 3 15 0.0 10.96 (81)

Low

T. Rowe Price Blue Chip Growth TRBCX

13.9 22.4 17.7 6.4 8.0 31 46 9 17 28 0.3 16.45 (91)

+Avg

QQQ

T. Rowe Price Growth & Income PRGIX T. Rowe Price Growth Stock PRGFX T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX Touchstone Sands Capital Select Growth Z PTSGX

—

14.1 25.2 15.1 4.9 7.1 29 26 46 42 52 1.1 13.79 (99) 12.7 20.8 16.6 5.9 8.3 54 62 22 25 24 0.2 16.39 (92) 11.4 21.8 15.1 6.5 8.7 77 53 46 17 17 0.5 15.23 (95) 11.1 25.6 14.6 4.7 8.9 81 24 55 46 14 1.2 16.00 (97)

Low Avg Avg Avg

´ QQQQ ˇ QQQQ „ QQQ ´ QQQQQ

9.7

10.9 19.7 20.9

9.9 84 72 2 2 7 0.0 17.11 (79)

+Avg

23.1 42.5

16.4 6.4 11.5

ΠQQQQ

Vanguard Capital Opportunity Inv VHCOX Vanguard FTSE Social Index Inv VFTSX Vanguard Growth Equity Inv VGEQX

1 1 24 18 2 0.9 17.25 (93) 4 3 26 33 82 1.4 14.92 (97)

+Avg -Avg -Avg

QQQ

— —

18.3 33.6 16.3 5.3 6.0

[QQ

12.4 18.5 15.6 2.9 6.5 61 81 38 77 69 0.9 14.72 (92)

Russell 1000 Growth Index

14.0 22.6 17.2 6.3 7.8 15.4 27.3 16.9 5.4 7.6

S&P 500 Index

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.