(PUB) Morningstar FundInvestor

32

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 Small Growth

YTD 1 Yr

3 Yr

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

(R²)

— 15.9 26.2 15.5 6.0 8.6 — — — — — — 20.2 (84) —

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

Artisan Small Cap Investor ARTSX ASTON/TAMRO Small Cap N ATASX

13.8 25.5 20.5 9.1 9.4 78 63 6 18 55 0.0 16.84 (78) 13.3 25.1 16.3 8.5 11.1 83 67 48 26 12 0.0 19.17 (88) 15.1 28.6 16.6 7.3 10.3 64 32 43 44 30 0.0 17.64 (88) 14.3 28.1 19.4 11.2 11.7 75 36 13 3 6 0.0 18.31 (75) 17.6 28.8 13.5 9.7 11.5 27 30 85 12 7 0.0 20.36 (86) 12.1 18.9 16.2 6.4 8.3 90 94 49 59 81 0.0 19.34 (86) 16.1 23.5 17.8 8.6 — 45 80 31 26 — 0.0 15.48 (85) 12.7 24.8 15.2 6.2 9.9 88 69 62 60 42 0.5 19.92 (89) 15.0 23.2 18.2 9.4 10.5 67 82 27 15 25 0.1 17.60 (79) 13.4 24.7 19.7 11.0 — 82 69 11 3 — 0.2 15.70 (88) 16.5 26.1 19.5 9.4 11.8 40 56 13 14 5 0.0 16.40 (85) 16.5 24.5 19.1 7.9 10.0 40 71 17 35 39 0.0 19.01 (83) 17.1 32.9 17.8 7.2 — 35 7 31 47 — 0.0 19.19 (90) 11.0 19.0 16.1 6.9 10.5 94 94 51 50 25 0.5 18.97 (83)

-Avg

Avg

Baron Small Cap Retail BSCFX

-Avg -Avg

Brown Capital Mgmt Small Co Inv BCSIX

Buffalo Small Cap BUFSX

Avg

Century Small Cap Select Inv CSMVX Champlain Small Company Adv CIPSX

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

Columbia Acorn USA Z AUSAX Conestoga Small Cap CCASX

Janus Triton T JATTX

Janus Venture T JAVTX

Kalmar Growth-with-Value Sm Cp Inv KGSCX

QQQ

Litman Gregory Masters Smlr Coms Instl MSSFX —

„ QQQ

LKCM Small Cap Equity Instl LKSCX

QQQQ

Loomis Sayles Small Cap Growth Retail LCGRX

—

20.7 29.0 20.1 9.1 11.5

5 28 8 19 8 0.0 17.77 (86)

3.2 11.3 6.2 2.9

„ Q „ QQQ ˇ [QQQ ´ QQQQ ´ QQQQQ

Royce Low Priced Stock Svc RYLPX Royce Pennsylvania Mutual Invmt PENNX

8.8 99 99 99 93 71 1.1 21.44 (79)

13.5 27.8 13.9 6.2 10.7 81 40 81 60 21 1.1 18.41 (89) 13.2 26.1 11.0 3.3 11.6 83 57 94 91 7 0.0 19.47 (85) 17.1 29.7 20.2 9.9 10.6 33 21 7 9 21 0.1 19.46 (91)

Royce Value Plus Svc RYVPX

Avg Avg

T. Rowe Price Diversified Sm Cap Growth PRDSX

23.2 12.6 12.8

T. Rowe Price New Horizons PRNHX

19.5 27.4

10 44 1 1 2 0.0 17.24 (90)

-Avg

„ QQQQ

T. Rowe Price Small-Cap Stock OTCFX Turner Small Cap Growth TSCEX

16.0 28.1 19.1 11.4 11.2 47 36 18 2 12 0.3 18.62 (91) 15.0 25.8 14.8 6.0 9.9 67 60 69 64 41 0.0 20.82 (90) 18.7 30.5 17.6 7.4 9.5 16 17 33 44 49 0.3 18.98 (92)

Avg

QQQ

—

+Avg

ˇ QQQ „ WWWW „ QQQQ Œ QQQQQ

Vanguard Explorer Inv VEXPX

Avg

Vanguard Small Cap Growth Index Admiral VSGAX

16.7 31.2

18.6 8.5 11.5

38 12

24 26 8

0.9 — (—)

Wasatch Core Growth WGROX

13.7 29.4 19.3 9.1 9.8 79 24 15 19 42 0.0 14.82 (83)

Low

Wasatch Small Cap Growth WAAEX Wasatch Ultra Growth WAMCX William Blair Small Cap Growth N WBSNX

13.1 22.2 19.2 10.2 9.7 84 88 16 8 43 0.0 15.68 (84)

Low Low

6.5

QQ

— —

12.7 22.5 16.4 4.9

88 87 46 80 97 0.0 15.91 (80) 1 2 93 35 34 0.0 20.63 (87)

23.7 38.4

QQQ

11.3 7.9 10.2

+Avg

Small Blend

— 16.1 30.2 15.2 6.4 9.5 — — — — — — 20.2 (88) —

´

Ariel Discovery Investor ARDFX

NR

17.3 24.8 — — — 25 88 — — — 0.0 — (—) 12.2 19.4 9.7 5.9 10.7 93 94 94 63 21 0.7 18.27 (86) 17.6 31.3 16.1 6.8 — 20 32 39 43 — 1.2 14.71 (88) 17.6 30.7 13.7 5.6 — 21 37 81 67 — 1.4 15.43 (86) 15.8 35.9 17.4 9.4 12.0 58 13 18 9 8 0.2 21.02 (86)

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

Artisan Small Cap Value Investor ARTVX ASTON/River Road Select Value N ARSMX ASTON/River Road Small Cap Value N ARSVX

-Avg Low Low +Avg High +Avg

Berwyn BERWX

18.3 42.3

Bogle Small Cap Growth Inv BOGLX

20.4 9.1 10.3 13 4 7 11 30 0.0 21.94 (91)

20.6 36.3 16.0 6.4 9.1

Bridgeway Ultra-Small Company Market BRSIX

6 11 39 53 65 2.3 20.62 (90)

DFA US Micro Cap I DFSCX DFA US Small Cap I DFSTX

16.9 34.3 17.3 8.4 10.4 31 20 19 19 26 1.3 19.46 (90) 17.3 33.7 17.5 9.4 10.9 24 23 17 8 19 1.3 19.54 (91)

Avg

+Avg High

18.7 36.2 14.5 12.5 13.7

Dreyfus Opportunistic Small Cap DSCVX

12 12 69 3 2 0.0 24.86 (88)

20.8 15.8 13.5 14 6 6 1 3 0.8 18.96 (88)

Fidelity Small Cap Discovery FSCRX Fidelity Small Cap Stock FSLCX Fidelity Stock Selector Sm Cp FDSCX

18.3 38.7

Avg

11.7 22.2 8.4 4.9 9.3 93 92 95 80 58 0.4 21.98 (93)

+Avg

8.7

15.3 25.9 16.2 5.1

68 83 37 77 75 0.4 19.38 (93)

Avg

FMI Focus FMIOX

18.7 31.9 16.3 10.4 10.6 12 31 36 5 23 0.0 20.15 (90) 4.5 14.8 8.0 3.9 10.3 98 98 96 87 28 0.0 19.71 (77) 12.8 25.6 14.6 10.4 10.1 90 84 67 5 34 1.9 14.94 (86) 14.3 29.3 15.0 6.3 9.4 83 59 60 55 55 1.4 14.80 (92) 18.2 34.0 17.2 6.0 11.6 15 22 22 59 10 0.1 16.76 (91)

+Avg

Royce Micro-Cap Invmt RYOTX

Avg

Royce Special Equity Invmt RYSEX Royce Total Return Invmt RYTRX Stratton Small-Cap Value STSCX Russell MidCap Value Index Russell 2000 Growth Index

Low Low -Avg

17.5 33.9 17.5 7.1 11.1 18.2 30.9 17.5 7.7 9.9

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.