(PUB) Morningstar FundInvestor
October 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
68.51 83.59 82.80 95.15 92.72
51.80 78.48 50.00 77.78 65.71
70.24 75.69 75.22 82.30 92.82
50.44 64.29 42.86 54.55 57.58
69.15 68.91 72.53 88.59 92.82
46.39 56.25 35.85 36.36 58.73
Taxable Bond
International Stock
Municipal Bond
Balanced
Data through Sept. 30, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Top and Bottom Performers 2013
Fidelity Select Health Care FSPHX
Matthews India Investor MINDX
32000
26000
Fund Return % 205.72
Category Return %
Fund Return %
Category Return %
169.77
62.29
26.94
24000
19500
24,000
19,500
QQQQ
•
´
16000
13000
16,000
13,000
¶ Neutral ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
8000
6500
8,000
6,500
People Parent
People Parent
0
0
04 05 06 07 08 09 10 11 12 13
06 07 08 09 10 11 12 13
Price
Price
T. Rowe Price Health Sciences PRHSX
Oppenheimer Gold & Special Minerals A OPGSX
44000
60000
Fund Return % 110.35
Category Return %
Fund Return % 340.31
Category Return %
58.80
169.77
33000
45000
45,000
33,000
QQQ
QQQQQ
•
‰
22000
30000
30,000
22,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
¶ Neutral ¶ Neutral ¶ Neutral ∞ Positive ∞ Positive
Process
Process
Performance
Performance
11000
15000
15,000
11,000
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
PRIMECAP Odyssey Aggressive Growth POAGX
Vanguard Precious Metals and Mining Inv VGPMX
24000
100000
Fund Return % 139.91
Category Return %
Fund Return % 288.49
Category Return %
56.28
264.62
18000
75000
18,000
75,000
QQQQQ
QQQ
Œ
Œ
12000
50000
12,000
50,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ¶ Neutral ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6000
25000
6,000
25,000
People Parent
People Parent
0
0
06 07 08 09 10 11 12 13
00 01 02 03 04 05 06 07 08 09 10 11 12 13
Price
Price
Return Data through Sept. 30, 2013.
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