(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 10-31-13

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 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)

— 26.2 29.4 14.8 15.5 6.6 — — — — — — 14.1 (90) —

16.2 19.4 10.1 13.3 10.7

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

98 98 98 88 4 0.2 11.31 (94)

Low -Avg

23.1 25.4 14.5 15.5 7.8 81 82 62 54 36 0.7 13.35 (93) 28.9 31.3 16.8 16.9 6.5 20 30 21 30 73 0.4 14.17 (89) 29.2 33.3 16.9 17.4 7.8 17 16 19 23 35 0.2 12.42 (95) 27.0 31.5 15.5 15.4 8.3 38 29 43 55 26 0.7 13.46 (94)

Avg

-Avg

American Funds Growth Fund of Amer A AGTHX

Avg

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

34.6 40.5 17.8 20.0 9.8

4 4 8 7 8 0.5 14.19 (90)

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

20.3 22.6 14.0 13.5 7.2 96 95 69 86 52 0.7 10.76 (92) 24.9 27.0 10.5 15.5 6.3 62 70 98 52 77 0.0 16.42 (85)

´ Q

Calamos Growth A CVGRX

21.9 21.1 8.5

´ QQQQ

ClearBridge Aggressive Growth A SHRAX

37.0 40.9

2 3 1 4 21 0.0 15.91 (91)

[QQQQ

Dynamic US Growth I DWUGX

—

36.8 37.1 18.4 — — 2 7 5 — — 0.0 18.54 (47)

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

Fidelity FFIDX

21.7 23.6 14.7 13.5 7.0 92 92 58 86 57 1.0 13.06 (96) 31.5 35.1 17.6 19.3 8.2 10 11 10 11 29 0.6 14.82 (89) 26.9 31.0 16.9 18.4 8.1 39 33 20 17 32 0.4 13.32 (88) 27.3 29.9 15.8 16.1 10.1 35 41 37 41 6 0.2 12.16 (90) 19.7 21.9 12.9 13.5 7.4 97 97 85 85 46 0.7 12.50 (97) 30.6 34.0 18.7 19.6 10.3 13 14 4 10 5 0.2 15.20 (85) 29.0 30.6 17.3 16.4 8.3 19 36 14 36 27 0.3 14.07 (88) 30.2 35.2 14.5 17.1 8.8 14 11 62 26 19 0.2 18.58 (84) 28.7 32.6 16.6 17.4 8.4 21 19 24 24 25 0.3 13.96 (83) 26.4 29.4 14.6 15.7 7.1 47 45 60 48 54 1.5 15.06 (94) 26.4 31.7 15.0 18.3 8.9 47 26 52 18 17 0.5 14.15 (92) 23.2 26.8 12.3 14.7 6.1 81 72 90 65 81 0.5 13.30 (91) 24.2 27.8 12.6 14.7 10.6 70 61 88 66 4 0.6 15.32 (84) 24.9 29.0 13.9 13.4 6.8 62 50 71 87 62 1.0 11.83 (92) 20.0 23.6 15.6 15.2 — 96 92 41 58 — 0.1 13.91 (88) 26.6 31.5 17.0 18.7 10.5 43 28 17 15 4 0.1 14.73 (85) 27.4 31.8 15.1 16.6 6.2 34 26 52 34 79 0.1 14.82 (90) 23.3 26.7 16.6 15.6 8.5 79 72 25 51 22 0.5 12.78 (96) 26.0 30.6 13.2 14.4 9.0 52 36 81 72 16 0.1 14.35 (93) 29.0 32.1 14.6 14.2 7.0 18 23 59 75 56 0.1 14.35 (86) 26.9 30.1 14.7 14.6 6.6 39 39 59 69 70 0.2 14.13 (88) 24.6 27.0 16.1 15.4 8.5 65 69 32 54 21 0.6 12.97 (98) 27.6 29.8 12.9 14.5 5.1 31 41 84 70 96 1.0 15.30 (94) 28.5 30.8 18.0 19.6 9.1 22 35 7 9 15 0.9 12.45 (94) 38.3 43.9 18.4 22.2 10.5 1 1 5 2 4 0.4 16.59 (77)

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

+Avg

Avg

High +Avg -Avg

Fidelity Magellan FMAGX

Fidelity New Millennium FMILX

Fidelity OTC FOCPX

High

Harbor Capital Appreciation Instl HACAX

Avg

Janus Growth & Income T JAGIX

+Avg

Janus Research T JAMRX

Avg

Janus T JANSX

-Avg

Janus Twenty T JAVLX

+Avg

Jensen Quality Growth J JENSX

Low Avg

Lateef A LIMAX

Laudus US Large Cap Growth LGILX

+Avg +Avg

Litman Gregory Masters Equity Instl MSEFX

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

36.8 44.2 15.5 22.0 9.3

2 1 43 2 13 0.2 15.86 (65)

High +Avg -Avg

33.2 38.0 16.8 18.5 — 7 6 21 16 — 0.5 14.51 (89) 21.2 23.9 17.4 — — 94 91 12 — — 0.0 12.44 (83) 27.1 31.4 19.8 16.6 8.9 36 30 3 34 18 0.0 10.32 (79)

Sequoia SEQUX

Low

T. Rowe Price Blue Chip Growth TRBCX

32.5 36.4 19.0 19.6 8.7

8 8 3 10 19 0.2 14.40 (88)

+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

—

25.7 27.7 15.5 15.3 7.3 56 63 42 57 50 1.1 12.28 (98) 30.6 34.4 17.6 19.3 8.9 13 12 10 12 18 0.1 14.17 (88) 29.5 33.1 17.0 19.7 9.2 16 17 18 9 13 0.4 13.54 (91) 23.3 27.7 14.4 16.8 8.7 80 63 64 31 19 1.0 14.34 (95)

-Avg

´ QQQQ ˇ QQQQ

Avg Avg Avg

QQQ

—

34.0 40.8 21.8 25.2 10.6

´ QQQQQ Œ [QQQQ ´ QQQ

6 3 1 1 4 0.0 15.72 (69)

High

35.4 44.4

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

17.3 18.4 10.4

3 1 13 17 4 0.8 14.57 (89)

+Avg -Avg -Avg

29.2 33.1 17.2 16.1 5.8 17 17 15 41 88 1.3 13.13 (97) 25.5 28.9 15.5 15.6 6.2 57 51 42 51 80 0.8 13.06 (90)

QQQ

—

Russell 1000 Growth Index

26.2 28.3 16.8 17.5 7.7 25.3 27.2 16.6 15.2 7.5

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.