(PUB) Morningstar FundInvestor

30

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 Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

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

(R²)

— 14.5 23.8 15.0 4.5 8.4 — — — — — — 18.2 (85) —

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

FAM Value Inv FAMVX

16.4 22.8 13.5 6.1 7.2 19 61 73 33 86 0.1 13.48 (87) 17.1 28.4 15.2 5.5 9.4 12 15 50 44 47 0.9 17.46 (92) 16.0 31.7 16.1 7.6 10.1 24 5 34 17 34 0.0 18.14 (84) 12.5 25.3 17.9 5.3 11.3 76 38 15 46 11 0.0 14.69 (88) 12.9 24.0 18.1 6.5 8.6 70 52 14 27 62 0.0 14.44 (92) 11.5 17.9 16.5 10.2 10.8 89 89 28 3 21 0.3 16.63 (87) 13.7 26.2 15.7 5.2 8.9 65 27 41 48 56 0.3 16.09 (91) 13.5 23.3 15.8 4.7 11.4 66 56 38 56 9 0.5 14.98 (84)

Low Avg Avg Low Low

Fidelity Mid-Cap Stock FMCSX

FPA Perennial FPPFX

Janus Enterprise T JAENX Madison Mid Cap Y GTSGX Meridian Growth MERDX Meridian Value MVALX

Avg

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

Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX Rainier Small/Mid Cap Equity Original RIMSX

24.5 42.2

21.0 13.9

— 1 1 3 1 — 0.0 18.35 (84)

14.9 24.9 16.1 1.8 10.0 45 42 33 88 35 0.0 19.63 (90)

9.6 20.5 13.5 6.1 12.4

Royce Premier Invmt RYPRX

98 76 74 33 2 1.1 18.16 (82)

T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

16.0 25.5 16.7 8.0 11.6 26 35 25 16 7 0.0 16.11 (92) 13.0 15.9 11.0 1.9 8.2 70 96 95 87 69 0.0 18.98 (88) 15.5 23.9 17.9 7.2 10.2 36 53 15 20 31 0.3 16.20 (89) 12.3 21.3 15.7 6.3 11.1 80 72 42 30 15 0.0 15.44 (91)

Westport R WPFRX

Westport Select Cap R WPSRX

16.9 26.3 10.6 4.9 8.4 14 26 96 53 64 0.0 19.53 (83)

Mid-Cap Blend

— 16.4 30.2 15.3 5.7 9.1 — — — — — — 18.8 (89) —

9.9

Ariel Appreciation Investor CAAPX

21.0 39.5 16.4

8.9 7.9

4 7 46 5 64 0.6 21.36 (93) 26 11 65 13 83 0.8 23.14 (91) 3 3 24 10 6 0.7 20.37 (88) 34 7 26 89 2 0.3 21.65 (91)

Ariel Investor ARGFX

17.8 38.1 14.8 7.9

22.3 42.8

ASTON/Fairpointe Mid Cap N CHTTX Fidelity Leveraged Company Stock FLVCX

17.2 8.3 11.9

2.3 13.2

17.3 39.5 17.1

Fidelity Low-Priced Stock FLPSX

15.5 32.1 17.2 7.8 11.6 69 32 21 13 9 1.0 15.26 (95)

Fidelity Spartan Extended Mkt Index Inv FSEMX

16.9 30.6 17.1 7.5 11.0 40 42 27 15 13 1.5 18.00 (94) 12.3 29.7 17.4 5.9 10.1 92 54 17 43 35 0.0 14.27 (87) 18.1 37.7 18.5 9.3 11.8 22 11 7 6 7 0.1 16.15 (82) 17.8 29.7 13.7 6.3 9.1 26 54 77 37 60 1.9 12.83 (88)

First Eagle Fund of America Y FEAFX Longleaf Partners Small-Cap LLSCX

Osterweis OSTFX

Low

10.0 24.3 11.1

Royce Value Svc RYVFX

3.5 12.3 96 86 90 80 4 0.8 19.47 (82)

+Avg

RS Value A RSVAX

19.9 37.0 12.6 3.4 11.5 11 13 83 81 9 0.9 18.46 (91) 16.8 31.2 17.2 7.5 10.9 43 37 23 17 13 1.4 18.17 (94) 16.9 29.7 17.0 6.5 10.7 40 56 31 33 21 1.2 16.59 (95)

+Avg +Avg

Vanguard Extended Market Idx Adm VEXAX Vanguard Mid Cap Index Adm VIMAX Vanguard Strategic Equity Inv VSEQX

Avg

18.8

18.8 34.6

6.0 9.4 14 20 6 41 49 1.4 18.25 (93)

+Avg -Avg

Weitz Hickory WEHIX

12.4 26.0 17.1 9.8 9.5 91 82 28 5 49 0.0 15.53 (88)

Westwood SMidCap Institutional WHGMX

15.1 30.0 16.2 7.9 — 74 50 48 12 — 1.3 17.38 (90)

Avg

Mid-Cap Value

— 17.0 31.3 15.5 6.2 9.4 — — — — — — 17.8 (91) —

American Century Mid Cap Value Inv ACMVX

15.6 30.6 15.9 9.4 — 68 62 45 8 — 1.6 12.87 (94)

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

9.9 10.8

Appleseed APPLX

11.8 25.8 18.2 31.1

— 97 87 98 4 — 1.6 12.18 (71) 30 54 17 18 1 0.5 14.64 (92)

17.1

8.4 12.6

Artisan Mid Cap Value Investor ARTQX

Delafield Fund DEFIX Fidelity Value FDVLX

12.0 27.0 14.0 8.0 11.7 97 85 76 24 8 0.0 20.94 (87)

18.2 37.6

ˇ QQ

16.5 5.2 9.5 31 8 27 64 56 1.1 17.88 (96)

9.6 24.1

„ QQQ

FPA Capital FPPTX

14.3 7.0 10.0 99 92 73 44 47 0.1 18.78 (78)

3.6 8.7

Q

Franklin Balance Sheet Investment A FRBSX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX

—

17.2 36.0 13.8

43 12 78 87 79 1.3 17.18 (91)

ΠQQQ ΠQQQQ ΠQQQQ

13.5 24.1 11.5 5.1 10.3 94 92 93 66 39 0.6 14.08 (94) 14.9 33.1 14.1 7.9 11.1 82 31 74 25 16 1.1 15.24 (96) 17.6 32.2 16.2 8.7 10.7 37 41 39 14 27 1.8 15.09 (96)

Russell MidCap Growth Index

16.1 26.8 17.4 6.3 10.2 16.7 30.0 17.5 7.7 11.1 17.5 33.9 17.5 7.1 11.1

S&P MidCap 400 Index

Russell MidCap Value 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.