(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar 500

Morningstar Rating vs.Category 5  Best

Total Return % 07-31-13

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)

— 17.4 23.3 15.8 6.8 6.5 — — — — — — 15.5 (90) —

10.5 14.7

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

11.8 6.9 11.2 98 97 96 55 2 0.2 12.45 (94)

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

14.8 18.3 15.3 7.5 7.7 82 87 62 45 38 0.8 14.70 (95) 18.3 23.3 17.5 8.4 6.1 33 44 27 31 78 0.4 15.74 (92) 20.9 28.4 17.5 10.1 7.8 13 13 28 10 34 0.3 13.88 (97) 18.2 28.7 15.9 6.7 8.4 36 12 52 58 24 0.7 14.32 (96)

American Funds Growth Fund of Amer A AGTHX

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

22.1 34.0 18.0 10.3 9.6

7 3 19 9 9 0.5 15.08 (92)

14.1 16.9 14.6 6.3 6.8 89 92 73 65 62 0.8 11.42 (93)

11.0

Calamos Growth A CVGRX

13.1 16.0 28.2 35.3

3.7 6.6 93 95 98 93 67 0.0 17.33 (89)

22.6 10.8 8.3

ClearBridge Aggressive Growth A SHRAX

1 1 1 6 25 0.0 17.06 (94)

Dynamic US Growth I DWUGX

20.4 19.4 21.6 — — 16 81 2 — — 0.0 20.02 (55)

Fidelity FFIDX

16.0 20.5 15.7 5.8 7.1 70 75 55 73 52 1.2 14.07 (97)

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX

21.6 28.3 18.9 10.8 7.9

9 14 10 6 31 0.4 16.44 (91)

20.4 28.6 17.4 9.6 9.0 16 12 29 13 14 0.5 14.92 (89) 17.2 21.9 16.8 8.0 10.2 52 60 37 37 6 0.2 13.07 (92) 14.4 19.0 14.0 5.5 7.6 86 83 81 77 39 0.7 13.61 (98)

Fidelity Contrafund FCNTX

Fidelity Export & Multinational FEXPX

Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

21.7 26.9 20.5 10.1 10.8

9 22 4 10 4 0.2 16.35 (88)

18.9 22.0 18.7 6.3 7.8 27 58 12 64 33 0.3 15.80 (93) 21.2 33.9 16.5 3.9 8.6 11 3 43 91 20 0.2 20.35 (87)

3.4 5.0

Fidelity Magellan FMAGX

19.7 26.5 13.4

21 25 88 95 95 1.1 16.60 (96) 9 9 11 6 7 0.9 13.85 (96)

Fidelity New Millennium FMILX

21.6 29.1 18.9 11.0 10.0

30.4 38.0 20.8 12.2 11.0

Fidelity OTC FOCPX

1 1 3 2 3 0.4 18.67 (83)

High

Harbor Capital Appreciation Instl HACAX

16.4 22.3 16.8 8.7 8.0 64 54 37 27 30 0.3 15.26 (88) 19.8 26.1 15.7 7.2 7.0 20 27 55 50 56 1.4 15.81 (95) 18.8 28.2 17.0 8.4 8.8 28 15 35 31 17 0.6 15.22 (93) 15.1 21.7 13.6 6.0 6.3 78 63 86 69 75 0.5 14.17 (92) 14.4 21.3 13.2 3.4 10.1 86 67 90 94 7 0.6 16.92 (87) 18.2 25.8 14.3 8.1 6.8 36 28 76 35 63 1.0 12.65 (93) 14.3 23.8 17.1 10.6 — 87 41 33 7 — 0.2 15.32 (93) 16.9 24.5 19.3 9.9 10.3 56 35 8 11 5 0.1 16.12 (88) 17.7 29.5 15.1 6.2 6.2 44 8 64 67 76 0.1 15.96 (93) 18.4 25.9 18.1 9.7 8.7 32 28 18 13 18 0.6 13.82 (97) 19.1 27.2 13.9 7.6 8.8 26 20 82 42 16 0.2 15.55 (95) 19.8 23.0 15.9 6.4 7.1 20 47 52 63 53 0.1 15.88 (88) 18.4 21.9 16.4 6.2 6.8 32 59 45 66 62 0.2 15.73 (91) 19.8 26.6 17.6 8.4 8.6 20 24 26 31 19 0.7 14.07 (98) 20.6 28.5 17.2 9.1 8.5 15 13 32 20 22 0.2 17.32 (72) 27.7 34.3 19.0 11.5 — 1 2 10 4 — 0.5 16.60 (92) 14.1 21.6 — — — 89 63 — — — 0.0 — (—) 19.7 30.2 20.4 11.9 9.0 21 7 4 3 14 0.0 11.07 (83) 19.6 25.5 19.6 9.2 8.1 22 30 6 19 27 0.3 15.86 (91) 18.8 24.7 16.4 7.6 7.3 28 34 45 43 47 1.1 13.22 (99) 17.6 23.1 18.1 8.8 8.3 45 47 17 24 25 0.2 15.79 (91) 17.4 25.7 17.2 9.2 8.7 49 29 31 19 17 0.5 14.54 (94) 14.5 23.9 15.0 7.4 8.8 85 39 66 47 16 1.1 15.38 (97)

Avg

Janus Growth & Income T JAGIX

+Avg

Janus Research T JAMRX

Avg

ˇ [QQ

Janus T JANSX

-Avg

ˇ QQQ Œ [QQQ

Janus Twenty T JAVLX

+Avg

Jensen Quality Growth J JENSX

Low Avg

E Lateef A LIMAX

QQQQ

—

ˇ QQQQQ

Laudus Growth Investors US Large Cap Gr LGILX Litman Gregory Masters Equity Instl MSEFX

+Avg +Avg

QQ

—

„ QQQQQ Œ QQQ ˇ QQQ ˇ QQQ ´ QQQ

LKCM Equity Instl LKEQX

-Avg

Manning & Napier Equity EXEYX

Avg Avg Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

-Avg

ΠQQ

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

High +Avg

ΠQQQQQ

´

NR

Œ QQQQQ „ QQQQ

Sequoia SEQUX

Low

T. Rowe Price Blue Chip Growth TRBCX

+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

—

Low Avg -Avg

´ QQQQ ˇ QQQQ „ QQQ ´ QQQQQ

Avg

17.3 24.8 21.8 13.2

9.7 51 34 2 2 8 0.0 16.74 (77)

+Avg

28.4 40.8

18.4 9.4 11.4

ΠQQQQ

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

1 1 14 16 2 0.9 16.30 (92) 3 4 17 32 80 1.3 14.34 (97)

+Avg -Avg -Avg

QQQ

— —

23.5 33.3 18.2 8.4 6.0

]QQQ

17.7 23.7 16.9 6.3 6.3 44 41 36 65 74 0.9 14.37 (92)

Russell 1000 Growth Index

17.7 21.6 18.0 9.0 7.7 19.6 25.0 17.7 8.3 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.