(PUB) Morningstar FundInvestor
September 2013
Morningstar FundInvestor
19
Tracking Gold-Rated Funds
% Gold in Top Quartile
% Gold in Top Quartile
% Gold in Top Quartile
Trailing 10 Years Batting Average
Trailing 5 Years Batting Average
Trailing 3 Years Batting Average
Asset Group
US Stock
68.35 82.83 81.80 94.59 91.05
57.14 71.60 50.77 77.78 65.22
69.81 79.34 75.49 90.03 92.91
50.88 54.93 40.74 61.90 57.58
65.27 68.40 70.84 88.27 92.91
48.45 50.77 43.40 36.36 56.25
Taxable Bond
International Stock
Municipal Bond
Balanced
Data through Aug. 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Cautious Muni Funds
Vanguard Limited-Term Tax-Exempt VMLTX
Vanguard High-Yield Tax-Exempt VWAHX
14000
18000
Fund Return %
Category Return %
Fund Return %
Category Return %
26.82
24.32
62.29
41.41
10500
13500
10,500
13,500
QQQQ
QQQQQ
•
•
7000
9000
7,000
9,000
¶ Neutral ¶ Neutral ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
3500
4500
3,500
4,500
People Parent
People Parent
0
0
04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
Price
Price
Fidelity Municipal Income FHIGX
Vanguard Short-Term Tax-Exempt VWSTX
24000
14000
Fund Return %
Category Return %
Fund Return % 105.77
Category Return %
5.10
24.32
75.37
18000
10500
10,500
18,000
QQQQ
•
Œ
12000
7000
7,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Process
Performance
Performance
6000
3500
3,500
6,000
People Parent
People Parent
0
0
00 01 02 03 04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
Price
Price
T. Rowe Price Tax-Free High Yield PRFHX
16000
Fund Return %
Category Return %
33.21
27.86
12000
12,000
QQQQ
Œ
8000
8,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Performance
4000
4,000
People Parent
0
05 06 07 08 09 10 11 12 13
Price
Return Data through Aug. 31, 2013.
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