(PUB) Morningstar FundInvestor

30

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 01-31-14

Total Return % Category Rank

12- Mo Yld %

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

Morningstar 500 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)

— -2.2 24.1 12.4 21.3 7.8 — — — — — — 15.6 (86) —

´ QQQQ

Janus Enterprise T JAENX Madison Mid Cap Y GTSGX

-1.2 22.3 13.3 23.2 10.7 20 64 41 24 9 0.1 12.64 (86) -4.2 16.3 13.2 20.0 7.7 92 95 44 75 67 0.0 12.70 (91)

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

QQQ

—

-3.9 22.3 13.5 17.1

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

Meridian Contrarian Legacy MVALX Meridian Growth Legacy MERDX Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX Rainier Small/Mid Cap Equity Original RIMSX

7.9 88 63 37 94 63 0.4 14.28 (88)

-3.7 16.5 11.3 21.7 8.9 86 95 72 47 45 0.0 14.37 (83) -4.6 23.6 14.2 19.9 10.7 96 53 28 76 10 0.5 13.83 (83)

2.2 47.0 23.7 29.3

— 3 1 1 1 — 0.0 16.55 (75)

-1.0 24.0 12.9 20.3 8.6 15 50 47 71 51 0.0 17.64 (87) 10.3 19.7 10.9 94 96 85 80 8 0.0 16.11 (78) -4.3 16.0

Royce Premier Invmt RYPRX

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

-0.3 28.5 14.5 24.3 11.2

7 19 23 13 5 0.0 14.01 (88)

ˇ QQ

-0.8 27.7 8.9 21.7 7.4 14 23 94 49 72 0.0 16.66 (83)

´ QQQQ Œ QQQQ „ QQ

Vanguard Mid Cap Growth Inv VMGRX

-2.9 22.9 14.5 22.3 9.2 65 58 23 37 39 0.0 14.29 (88) -3.9 17.7 12.2 18.9 9.9 89 92 60 87 25 0.0 14.06 (91) -3.3 25.7 10.2 17.4 7.5 76 36 85 93 72 0.0 16.81 (83)

Westport R WPFRX

Westport Select Cap R WPSRX

Mid-Cap Blend

— -2.8 22.7 12.6 21.2 8.1 — — — — — — 15.6 (89) —

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

Ariel Appreciation Investor CAAPX

-4.7 27.9 15.2 27.6 8.3 91 13 12 2 53 0.8 18.75 (91)

-4.9 26.9 13.3 29.1

7.4

Ariel Investor ARGFX

93 18 49 1 68 0.6 20.18 (88) 16 8 12 2 1 0.0 18.64 (87)

-1.8 30.7

15.2 27.7 10.9

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

-3.0 22.7 13.8 26.0 10.3 65 48 37 8 4 0.7 18.56 (88) -3.4 23.6 14.9 22.5 10.0 77 37 18 34 7 0.8 13.75 (93) -1.9 26.8 15.0 24.0 9.8 17 20 15 17 11 1.0 15.86 (92) -1.5 23.5 14.7 19.1 9.9 10 37 22 78 8 0.2 13.20 (85) -3.4 21.5 12.9 21.2 10.8 78 59 55 48 2 0.4 12.90 (87) -1.3 21.4 16.7 26.0 9.9 10 59 5 9 9 0.0 13.21 (72) -3.0 24.1 10.4 19.9 9.0 65 31 76 66 32 0.2 16.74 (89) -1.9 27.2 15.2 24.4 9.7 17 15 11 15 12 1.2 16.09 (91) -2.3 23.8 13.7 23.3 9.6 38 34 39 23 18 1.2 14.66 (93) 17.7 23.8 8.4 22 9 4 18 52 1.2 16.40 (92) -2.0 29.9 14.1 24.0 7.5 85 89 30 17 64 0.0 12.20 (85) -3.3 21.5 11.9 21.1 — 75 59 64 50 — 0.4 16.30 (90) -3.7 17.8 -3.1 20.2 11.6 16.1 7.8 70 68 67 94 61 0.7 12.56 (89) -5.2 17.8 6.8 18.9 10.0 95 89 95 80 7 0.0 18.48 (83)

Fidelity Low-Priced Stock FLPSX

Fidelity Spartan Extended Mkt Index Inv FSEMX

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

Longleaf Partners Small-Cap LLSCX

Osterweis OSTFX

Royce Value Svc RYVFX

RS Value A RSVAX

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

Avg

+Avg

Weitz Hickory WEHIX

Low

Westwood SMidCap Institutional WHGMX

+Avg

Mid-Cap Value

— -2.8 23.0 13.0 21.3 8.3 — — — — — — 15.2 (90) —

American Century Mid Cap Value Inv ACMVX

-2.1 20.2 13.3 20.0 — 19 84 44 74 — 1.3 11.60 (94)

Low Low -Avg High

-2.0 10.7

Appleseed APPLX

9.5 17.6 — 16 99 92 92 — 0.0 11.62 (70)

-4.6 20.6 14.1 21.5 11.4

Artisan Mid Cap Value Investor ARTQX

96 78 34 50 2 0.4 13.58 (90)

-5.1 16.8 10.3 23.9 10.2 97 91 86 17 7 0.0 18.45 (81)

Delafield Fund DEFIX Fidelity Value FDVLX

-1.7 26.0 14.1 24.8

8.7 10 14 34 8 48 0.9 15.36 (93)

Avg

-1.7 12.6 9.1 22.1 8.3

FPA Capital FPPTX

9 99 95 37 61 0.0 16.16 (71) 97 62 71 80 79 1.2 15.16 (91) 8.5 51 95 97 98 56 1.4 12.91 (94) 7.6

+Avg

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

-5.0 21.7 11.8 19.3

Avg

8.8 16.2

-2.8 15.0

-Avg -Avg -Avg

-2.9 20.7 12.7 21.8 9.6 57 76 54 45 18 0.7 13.44 (94) -3.6 29.9 15.9 22.3 9.9 81 6 9 36 9 1.2 13.34 (93)

Small Growth

— -2.1 30.0 14.4 22.8 7.4 — — — — — — 17.2 (84) —

2.7 37.4 21.8 28.7 9.4

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

1 16 1 4 25 0.0 15.52 (67)

-Avg

-3.8 15.6 10.9 20.7 8.4 82 97 91 84 57 0.0 16.91 (86) -3.5 25.0 14.7 22.6 9.4 77 72 54 62 26 0.0 15.92 (88)

Avg

Baron Small Cap Retail BSCFX

-Avg

Russell MidCap Growth Index

-2.2 25.1 14.0 24.0 9.2 -2.1 21.9 14.1 23.2 9.9 -1.7 22.1 14.5 23.4 9.8 -1.7 32.1 16.4 24.1 8.7

S&P MidCap 400 Index

Russell MidCap Value Index Russell 2000 Growth 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.