(PUB) Morningstar FundInvestor

30

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 Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

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

(R²)

— 28.0 32.3 15.2 17.5 8.1 — — — — — — 15.6 (84) —

Œ QQQ ´ QQQQ

FPA Perennial FPPFX

23.1 28.9 14.7 17.5 8.6 91 84 64 53 56 0.0 16.31 (82) 23.2 30.8 16.0 18.7 10.9 91 66 42 34 15 0.0 12.99 (87) 22.7 25.5 17.0 16.8 8.5 94 96 24 67 59 0.0 12.77 (91) 28.3 34.0 16.8 14.1 8.9 46 32 26 94 52 0.3 14.24 (87) 21.4 25.2 14.8 18.9 9.7 97 96 61 31 34 0.3 14.46 (82)

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

Janus Enterprise T JAENX Madison Mid Cap Y GTSGX

QQQ

—

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

Meridian Contrarian Legacy MVALX Meridian Growth Legacy MERDX

Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX Rainier Small/Mid Cap Equity Original RIMSX

30.2 32.8 18.7 16.0 11.5 26 44 15 80 6 0.4 13.91 (81)

47.4 52.2 23.2 26.2

— 1 1 1 1 — 0.0 16.65 (78)

27.2 30.9 16.2 16.1 9.1 58 64 37 79 47 0.0 17.94 (87)

20.4 23.8

Royce Premier Invmt RYPRX

14.1 17.1 11.8 98 98 69 62 3 1.0 16.32 (77)

T. Rowe Price Mid-Cap Growth RPMGX

29.8 35.1 17.1 21.2 11.3 30 23 23 9 8 0.0 14.29 (89)

Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

30.4 32.4 12.5 16.5 7.6 24 46 88 72 76 0.0 17.12 (82) 26.3 30.3 16.7 18.9 9.2 68 71 27 31 44 0.3 14.24 (86) 23.4 27.9 15.8 16.2 10.8 89 88 44 77 15 0.0 13.98 (88) 32.3 41.0 14.6 15.1 8.5 13 3 66 87 58 0.0 16.91 (81)

Westport R WPFRX

Westport Select Cap R WPSRX

Mid-Cap Blend

— 27.7 33.0 15.7 17.6 8.7 — — — — — — 15.8 (88) —

36.9 43.3

Ariel Appreciation Investor CAAPX

17.9 22.5 8.9

3 4 18 3 53 0.6 18.77 (91) 5 7 47 6 66 0.7 20.29 (87) 4 5 20 1 3 0.7 18.82 (87) 41 22 8 16 2 0.7 19.08 (88)

8.2

Ariel Investor ARGFX

35.1 40.9 16.6 21.6

36.0 42.9 17.8 23.2 11.6 28.7 36.4 18.8 20.2 11.7

ASTON/Fairpointe Mid Cap N CHTTX Fidelity Leveraged Company Stock FLVCX

Fidelity Low-Priced Stock FLPSX

29.0 34.5 17.7 20.5 10.9 38 32 23 13 9 0.9 13.82 (93)

Fidelity Spartan Extended Mkt Index Inv FSEMX

31.0 36.5 18.0 19.4 10.4 20 22 16 24 10 1.3 16.13 (91) 23.0 29.5 16.3 16.4 10.3 84 75 52 71 13 0.0 13.25 (85) 24.8 30.0 16.4 18.6 11.5 73 71 50 38 4 0.0 13.01 (86) 25.0 29.3 20.1 22.4 10.8 71 77 2 3 9 0.1 13.44 (73) 20.7 25.7 11.0 16.9 11.2 95 92 90 61 5 0.8 18.52 (80) 30.2 34.7 13.2 16.7 9.7 23 29 82 64 26 0.9 17.04 (89) 31.1 37.0 18.4 19.7 10.3 20 18 13 19 11 1.3 16.34 (91) 28.6 33.8 16.9 19.7 10.2 42 39 41 20 17 1.1 14.85 (94) 29.7 32.2 13.9 14.6 9.2 28 60 77 85 44 1.7 12.61 (90)

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

Longleaf Partners Small-Cap LLSCX

Osterweis OSTFX

Royce Value Svc RYVFX

RS Value A RSVAX

Vanguard Extended Market Idx Adm VEXAX Vanguard Mid Cap Index Adm VIMAX Vanguard Strategic Equity Inv VSEQX

Avg

20.3 19.0 8.9

33.0 38.9

9 11 1 32 53 1.2 16.44 (91)

+Avg

Weitz Hickory WEHIX

22.3 26.4 17.2 21.3 8.8 89 90 33 8 54 0.0 12.35 (84) 28.1 33.3 15.9 18.4 — 46 45 57 41 — 1.2 16.52 (90)

Low

Westwood SMidCap Institutional WHGMX

+Avg

Mid-Cap Value

— 28.6 33.1 16.1 17.7 9.1 — — — — — — 15.2 (91) —

American Century Mid Cap Value Inv ACMVX

25.5 29.8 16.6 17.2 — 81 81 40 62 — 1.2 12.06 (94) 16.6 20.9 9.9 16.7 — 99 99 99 74 — 1.5 11.84 (68)

Low Low -Avg High

Appleseed APPLX

30.5 36.2 18.0 19.9 12.5

Artisan Mid Cap Value Investor ARTQX

29 22 23 16 1 0.4 13.31 (89)

Delafield Fund DEFIX Fidelity Value FDVLX

21.6 32.1 14.4 19.4 11.2 95 59 80 21 6 0.0 18.48 (81) 30.4 36.1 17.2 19.1 9.4 30 24 33 27 52 1.0 15.74 (95)

Avg

FPA Capital FPPTX

20.6 24.9 14.6 18.1 9.2 97 93 77 46 57 0.1 16.65 (71)

+Avg

8.2 55 44 68 86 80 1.2 15.13 (89) 9.6 95 94 96 95 43 0.6 13.08 (95)

Franklin Balance Sheet Investment A FRBSX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX

28.1 33.9 15.2 15.2 21.7 24.3 11.9 13.9

Avg

-Avg -Avg -Avg

25.5 29.0 15.6 18.3 10.5 82 86 60 42 15 1.0 13.64 (95) 33.8 36.4 18.7 20.1 11.0 12 21 14 13 8 1.6 13.32 (93)

Russell MidCap Growth Index

28.7 33.9 17.2 20.3 9.6 27.8 33.5 17.6 19.6 10.4 28.6 33.5 17.5 18.9 10.6

S&P MidCap 400 Index

Russell MidCap Value 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.