(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 08-31-13

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 Large Growth

YTD 1 Yr

3 Yr

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

(R²)

— 15.6 17.5 17.1 6.4 6.1 — — — — — — 15.0 (91) —

7.9 9.0

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

Amana Growth AMAGX

12.2 6.1 10.4 99 97 98 63 3 0.2 12.36 (95)

Low -Avg

American Century Growth Inv TWCGX American Century Ultra Inv TWCUX American Funds AMCAP A AMCPX

12.7 12.7 16.6 6.9 7.3 82 88 60 47 35 0.8 14.31 (94) 17.4 17.9 19.4 8.1 5.9 21 41 19 28 73 0.4 15.27 (90) 19.5 24.2 19.3 9.4 7.3 12 8 19 12 36 0.3 13.34 (96) 16.2 22.7 17.0 6.4 7.7 36 12 55 56 26 0.7 14.03 (95)

Avg

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

American Funds Growth Fund of Amer A AGTHX

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

21.0 29.8 19.2 10.2 9.1

7 2 22 6 10 0.5 14.83 (91)

10.4 10.9 14.9 5.4 6.4 96 94 84 74 59 0.8 11.31 (93)

12.0

Calamos Growth A CVGRX

12.7 11.8 25.4 28.2

3.8 6.0 83 92 98 91 70 0.0 17.19 (88)

24.3 10.1 7.9

ClearBridge Aggressive Growth A SHRAX

2 3 1 7 23 0.0 16.58 (93)

Dynamic US Growth I DWUGX

24.1 15.8 22.8 — — 2 64 3 — — 0.0 20.00 (54)

Fidelity FFIDX

12.5 14.9 16.6 5.1 6.6 85 73 61 78 54 1.1 13.80 (97)

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX

20.2 21.7 20.7 10.3 7.6

9 16 7 6 30 0.4 16.00 (90)

16.8 20.7 19.3 9.4 8.1 29 21 19 13 21 0.5 14.19 (89) 15.4 17.1 17.3 7.8 9.6 52 50 50 32 6 0.2 12.95 (92) 11.6 14.1 14.9 4.9 7.1 92 79 85 80 40 0.7 13.34 (98)

Fidelity Contrafund FCNTX

ˇ QQ

Fidelity Export & Multinational FEXPX

„ QQQQQ ˇ QQQ

Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

20.6 20.2 21.5 10.2 10.1

8 23 4 7 4 0.2 16.16 (88)

19.2 18.2 20.7 7.0 7.6 13 38 7 44 28 0.4 15.39 (91) 18.9 25.0 18.3 4.3 8.1 14 6 34 86 20 0.2 19.91 (86)

QQ

—

3.1 4.6

ˇ Q

Fidelity Magellan FMAGX

17.4 20.2 15.0

21 23 83 96 95 1.1 16.17 (95)

´ QQQQQ ´ QQQQQ Œ QQQQ ˇ QQQ ˇ QQQQ

Fidelity New Millennium FMILX

19.4 23.6 20.3 10.4 9.1 12 9 9 6 9 1.0 13.39 (95)

29.7 29.1 23.1 12.1 10.4

Fidelity OTC FOCPX

1 2 2 2 3 0.4 18.15 (81)

High

Harbor Capital Appreciation Instl HACAX

15.8 17.5 18.6 8.6 7.6 45 46 29 22 29 0.3 14.83 (86) 16.5 19.2 16.3 6.4 6.5 33 31 66 55 57 1.5 15.66 (95) 15.6 20.0 17.3 7.3 8.2 49 24 50 38 19 0.6 15.14 (93) 12.8 15.2 14.1 5.4 5.7 81 71 92 74 78 0.5 14.04 (92) 13.5 15.0 15.5 4.0 9.9 74 72 77 89 5 0.6 16.35 (85) 14.6 18.8 15.1 7.0 6.4 63 34 82 45 62 1.0 12.37 (93) 12.4 17.9 18.6 9.1 — 86 41 30 15 — 0.2 14.93 (92) 16.9 19.6 20.4 9.7 10.1 26 28 9 10 4 0.1 15.94 (87) 16.0 23.1 16.7 6.0 5.7 41 11 59 65 78 0.1 15.56 (91) 15.4 19.8 19.0 8.8 8.1 52 26 25 18 20 0.6 13.56 (97) 16.8 21.6 15.3 6.3 8.3 28 17 79 59 17 0.2 15.15 (94) 17.4 18.2 17.5 6.0 6.6 21 38 47 64 52 0.1 15.43 (88) 16.6 17.4 18.0 6.1 6.4 30 47 40 61 60 0.2 15.32 (90) 16.4 19.8 18.5 7.5 8.1 34 25 31 36 20 0.7 13.79 (98) 25.9 29.2 21.2 10.8 — 1 2 4 4 — 0.5 15.95 (91) 13.9 16.2 — — — 70 61 — — — 0.0 — (—) 18.0 25.0 21.1 10.7 8.2 17 6 5 4 17 0.0 10.88 (82) 17.8 19.8 21.2 8.8 7.9 18 26 4 17 24 0.3 15.47 (90) 15.5 18.8 17.1 6.6 6.9 51 34 54 51 46 1.2 12.97 (98) 16.4 18.2 19.9 8.6 8.1 33 38 12 20 21 0.2 15.35 (90) 16.2 19.9 18.4 8.8 8.4 37 25 32 18 16 0.5 14.26 (94) 12.1 18.2 16.1 6.9 8.3 89 39 70 46 17 1.1 15.10 (96) 22.0 29.2 18.6 9.8 8.4 4 2 29 9 16 0.2 17.16 (70)

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

QQQQ

Lateef A LIMAX

—

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 Œ ]QQQ Œ QQQQQ

LKCM Equity Instl LKEQX

-Avg

Manning & Napier Equity EXEYX

Avg Avg Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

-Avg

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

High +Avg

´

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 Œ QQQQ ´ QQQ

Avg

17.0 19.1 23.6 13.1

9.4 25 32 1 2 7 0.0 16.36 (75)

+Avg

25.7 33.7

20.5 8.7 10.5

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

1 1 8 19 2 0.9 15.62 (91)

+Avg -Avg -Avg

19.7 25.9 19.4 7.3 5.5 11 6 19 38 83 1.4 13.94 (97) 16.0 17.4 18.1 6.2 5.9 42 48 39 61 75 0.9 14.07 (91)

QQQ

—

Russell 1000 Growth Index

15.7 16.4 19.2 8.4 7.2 16.2 18.7 18.4 7.3 7.1

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.