(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 09-30-13

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 Amana Growth Investor AMAGX American Century Growth Inv TWCGX American Century Ultra Inv TWCUX American Funds AMCAP A AMCPX

YTD 1 Yr

3 Yr

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

(R²)

— 21.4 20.6 15.0 10.3 6.8 — — — — — — 15.0 (91) —

12.5 12.5 10.2

„ QQQQ ´ QQQQ ´ QQQQ Œ QQQ ´ QQQ Œ QQQQ „ QQQ

9.0 11.0 98 97 98 77 3 0.2 11.33 (94)

Low -Avg

18.3 16.1 14.5 10.4 8.0 81 86 63 50 35 0.8 13.35 (93) 24.1 21.5 17.2 12.2 6.7 18 35 20 24 71 0.4 14.24 (89) 24.7 26.6 17.2 12.2 8.0 16 11 19 24 36 0.3 12.48 (96) 22.3 25.1 15.6 10.2 8.6 35 16 44 53 25 0.7 13.48 (94)

Avg

-Avg

American Funds Growth Fund of Amer A AGTHX

Avg

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

28.1 32.4 17.6 14.1 10.0

7 2 14 9 8 0.5 14.15 (89)

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

15.0 13.0 13.4 8.4 7.1 97 96 80 84 61 0.8 10.61 (92) 20.1 15.9 10.3 9.4 6.8 62 87 98 70 70 0.0 16.40 (85)

´ Q

Calamos Growth A CVGRX

´ ]QQQQ

ClearBridge Aggressive Growth A SHRAX

32.8 32.7 22.5 15.2 8.6

1 2 1 5 24 0.0 16.00 (92)

QQQQQ

Dynamic US Growth I DWUGX

—

34.9 22.3 20.3 — — 1 28 3 — — 0.0 18.75 (48)

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

Fidelity FFIDX

17.1 16.6 14.6 8.4 7.2 91 83 62 85 57 1.0 13.04 (97) 26.0 24.7 18.0 13.5 8.2 12 18 9 14 32 0.6 14.91 (89) 22.5 24.3 17.5 13.5 8.4 32 20 15 13 28 0.5 13.44 (88) 21.4 19.5 15.5 11.1 10.3 46 60 46 38 7 0.2 12.10 (90) 15.2 14.6 12.6 8.3 7.6 97 93 89 86 48 0.7 12.45 (97)

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX

Fidelity Contrafund FCNTX

Fidelity Export & Multinational FEXPX

Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

27.4 24.3 19.3 14.6 10.8

8 19 4 7 4 0.2 15.26 (86)

+Avg

26.3 22.7 18.2 11.2 8.3 11 27 7 36 30 0.3 14.20 (90) 25.6 27.8 15.5 10.5 8.9 13 8 46 49 19 0.2 18.76 (84)

Avg

]QQQ

—

High +Avg -Avg

8.1 5.2

ˇ Q

Fidelity Magellan FMAGX

22.4 21.3 12.7

34 37 88 88 96 1.0 15.26 (94)

´ [QQQQ

Fidelity New Millennium FMILX

25.3 24.7 18.3 13.8 9.8 14 17 7 12 11 0.9 12.48 (95)

35.7 33.8 19.6 17.3 11.0

´ QQQQQ Œ QQQQ ˇ QQQ ˇ QQQQ

Fidelity OTC FOCPX

1 1 3 2 4 0.4 16.70 (79)

High

Harbor Capital Appreciation Instl HACAX

23.0 21.5 16.9 12.4 8.5 27 35 24 22 25 0.3 14.01 (83) 21.0 21.7 14.3 10.4 7.1 50 33 66 50 59 1.6 15.01 (94) 20.8 23.1 14.9 11.8 9.0 53 25 56 27 19 0.6 14.13 (92) 17.9 18.8 12.5 9.3 6.5 84 67 90 73 75 0.5 13.35 (90) 19.5 19.4 13.6 9.7 10.5 68 61 78 63 5 0.6 15.58 (83) 19.4 22.0 13.6 8.7 6.9 69 30 77 82 67 1.0 11.76 (92) 18.6 19.7 16.5 11.5 — 77 58 30 31 — 0.1 13.97 (91) 22.5 21.5 17.8 14.2 10.7 32 34 11 8 5 0.1 14.87 (85) 22.5 26.6 14.9 10.0 6.5 33 11 56 57 76 0.1 14.80 (90) 19.2 20.1 16.7 11.1 8.7 71 51 26 38 23 0.6 12.80 (96) 21.4 21.9 13.2 8.6 9.0 46 31 82 82 18 0.2 14.36 (93) 24.0 21.9 15.6 9.8 7.4 19 30 45 61 51 0.1 14.62 (85) 23.1 20.9 16.0 10.0 7.0 26 41 37 58 62 0.2 14.43 (88) 20.2 20.4 16.1 10.2 8.7 61 47 35 54 23 0.6 12.98 (98) 30.4 32.2 17.9 13.9 — 4 3 10 10 — 0.5 14.65 (90) 16.9 16.8 17.4 — — 92 82 16 — — 0.0 12.44 (83) 23.4 27.3 19.7 12.3 9.0 24 9 3 23 18 0.0 10.31 (80) 25.5 24.5 19.0 13.5 8.7 13 19 4 14 22 0.2 14.43 (88) 20.0 20.5 15.1 9.7 7.4 63 46 52 63 51 1.1 12.19 (98) 24.3 23.0 17.7 13.4 8.9 17 25 12 14 20 0.2 14.18 (88) 23.8 24.8 16.9 13.1 9.3 21 17 23 17 15 0.4 13.52 (91) 18.3 21.1 14.3 10.8 9.0 80 39 67 41 19 1.1 14.33 (95) 31.5 32.4 16.7 15.5 9.5 2 2 26 4 14 0.2 16.18 (65)

Avg

Janus Growth & Income T JAGIX

+Avg

Janus Research T JAMRX

Avg

ˇ QQ

Janus T JANSX

-Avg

ˇ ]QQQQ Œ QQQ

Janus Twenty T JAVLX

+Avg

Jensen Quality Growth J JENSX

Low Avg

[QQQ

Lateef A LIMAX

—

QQQQQ

Laudus Growth Investors US Large Cap Gr LGILX —

+Avg +Avg

QQ

Litman Gregory Masters Equity Instl MSEFX

—

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

LKCM Equity Instl LKEQX

-Avg

Manning & Napier Equity EXEYX

Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

+Avg

Avg

-Avg

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

High +Avg -Avg

Sequoia SEQUX

Low

T. Rowe Price Blue Chip Growth TRBCX

+Avg

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 Avg High +Avg -Avg -Avg

22.7 18.8 10.6

28.4 27.1

6 9 1 1 5 0.0 15.90 (69)

32.6 39.4

18.4 13.2 11.2

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

2 1 6 16 3 0.9 14.72 (90)

23.9 26.7 17.0 10.3 6.0 20 11 22 52 87 1.3 13.10 (97) 21.0 19.8 15.9 10.3 6.4 50 55 39 52 78 0.9 13.13 (90)

QQQ

—

Russell 1000 Growth Index

20.9 19.3 16.9 12.1 7.8 19.8 19.3 16.3 10.0 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.