(PUB) Morningstar FundInvestor
November 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
68.1
54.68 78.48 51.52 77.78 64.29
69.81 73.86 73.14 52.73 91.88
53.57 63.38 46.30 27.27 53.85
68.77 68.31 73.58 88.89 91.41
48.42 56.25 37.74 38.10 57.58
Taxable Bond
83.25 83.39 95.17 92.18
International Stock
Municipal Bond
Balanced
Data through Oct. 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Low Risk Medalists
Akre Focus Retail AKREX
First Eagle US Value A FEVAX
28000
28000
Fund Return % 103.63
Category Return %
Fund Return % 129.93
Category Return %
95.68
91.01
21000
21000
21,000
21,000
QQQQQ
QQQ
•
´
14000
14000
14,000
14,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral § Negative
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Process
Performance
Performance
7000
7000
7,000
7,000
People Parent
People Parent
0
0
2010
2011
2012
2013
04 05 06 07 08 09 10 11 12 13
Price
Price
28000 ASTON/Montag & Caldwell Growth N MCGFX
Matthews Asia Dividend Investor MAPIX
28000
Fund Return % 111.38
Category Return %
Fund Return %
Category Return %
27.52
99.72
89.15
21000
21000
21,000
21,000
QQQQ
•
QQQ
•
14000
14000
14,000
14,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Performance
Performance
7000
7000
7,000
7,000
People Parent
People Parent
0
0
Price
04 05 06 07 08 09 10 11 12 13
07 08 09 10 11 12 13
Price
28000 American Century Equity Income Inv TWEIX
Fund Return % 108.21
Category Return %
92.32
21000
21,000
QQQ
•
14000
14,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ¶ Neutral
Process
Performance
7000
7,000
People Parent
0
04 05 06 07 08 09 10 11 12 13
Price
Return Data through Oct. 31, 2013.
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