(PUB) Morningstar FundInvestor

12

Stocks Continue Rally Market Overview | Flynn Murphy

Benchmark Performance

Total Return % Through

A N N U A L I Z E D

11-30-13

1Mo YTD 3Yr

5Yr

10Yr

Large Growth Large Blend Large Value

3.0 30.0 15.5 18.4 6.8 2.9 28.2 15.6 16.8 6.9 2.8 28.3 16.1 16.1 6.9 2.1 30.7 14.8 20.6 8.1 2.4 30.7 15.8 20.7 8.7 2.3 31.5 16.4 20.3 9.1 3.3 37.4 17.2 22.0 7.9 3.7 34.8 17.1 21.1 8.7 3.6 33.3 17.0 20.5 9.1 1.5 18.8 11.1 14.7 6.5 0.4 6.4 6.5 10.1 4.8 1.3 14.6 9.9 12.8 5.9 0.0 21.2 12.3 18.6 7.6 3.6 32.2 15.3 14.6 3.4 -2.7 2.6 8.7 15.8 7.7 5.2 46.0 26.3 22.0 10.8 -1.6 5.6 1.1 9.8 9.5 -11.0 -47.4 -26.2 0.7 1.1 -4.5 1.1 10.0 19.8 7.9 2.8 29.4 12.6 22.1 7.0 -1.5 15.8 12.6 12.0 9.9 3.1 29.1 17.7 17.6 7.7 1.3 29.5 16.9 22.3 10.2 4.0 36.1 17.9 21.0 9.1 -0.1 11.8 5.6 14.1 8.1 -1.1 -0.2 0.2 15.9 10.8 1.4 21.6 10.5 15.5 8.0 0.9 17.2 8.7 13.0 7.0 0.9 15.6 8.6 15.2 7.5 0.7 19.1 9.2 12.6 7.0 0.8 23.7 11.6 20.0 10.8 0.5 22.5 10.4 18.0 8.6 1.6 22.1 11.5 15.7 7.5 0.8 21.0 10.5 13.4 7.6 1.8 24.1 13.4 15.3 7.4 -1.6 -3.5 -1.8 14.1 9.4 1.2 22.5 12.1 14.0 7.9 -4.7 -13.3 -8.9 10.2 12.7 -0.1 18.2 7.9 12.6 7.0 0.4 6.3 8.5 16.8 7.0 -1.0 -6.8 2.7 6.4 4.1 -0.2 -0.9 3.6 7.2 4.2 -0.3 -4.2 4.1 6.5 3.6

Mid-Cap Growth Mid-Cap Blend Mid-Cap Value

The U.S. stock market continued to set records in Nov- ember, with the S & P 500 reaching 1 , 800 and the Dow Jones Industrial Average surpassing 16 , 000 . A positive report on jobs growth and signs that the Federal Reserve tapering is a ways away were among the forces buoying the market. The S & P 500 Index rose 3 . 1% and the Russell 2000 Index gained 4 . 0% during November. Health-care stocks led the way in November. Fidelity Select Health Care FSPHX returned 5 . 6% during the period. Vanguard Health Care VGHCX gained 3 . 7% during November, driven by solid returns from drug manufacturers Merck & Co. MRK and Forest Laboratories FRX . Developed and emerging markets struggled in November. The MSCI EAFE Index eked out a 0 . 8% gain by month-end, while the MSCI Emerging Markets Index lost 1 . 5% . The Latin America region was hit hardest. T. Rowe Price Latin America PRLAX lost 4 . 7% during the month. China-region funds were among the best-performing foreign offerings with Matthews China MCHFX gaining 4 . 0% in November. High-yield bonds gained 0 . 4% in November, led by Third Avenue Focus Credit ’s TFCIX 2 . 1% return. Intermediate-term municipal bonds outperformed intermediate-term taxable bonds on a relative basis during the month, though both suffered absolute losses. PIMCO Total Return PTTRX outpaced most peers simply by not losing money during the month. œ Contact Flynn Murphy at flynn.murphy@morningstar.com

Small Growth Small Blend Small Value

Aggressive Allocation Conservative Allocation Moderate Allocation

Communications

Financials

Global Real Estate

Health

Natural Resources Precious Metals

Real Estate Technology

Utilities

S&P 500

S&P MidCap 400

Russell 2000

Diversified Asia/Pac. Stock Diversified Emerg. Mkts.

Europe Stock

Foreign Large Blend Foreign Large Growth Foreign Large Value

Foreign Small/Mid Growth Foreign Small/Mid Value

World Stock

MSCI EAFE MSCI World

MSCI Emerging Markets

MSCI Europe

MSCI Latin America

MSCI Pacific

High-Yield Bond

Inflation-Protected Bond Intermediate-Term Bond

Muni National Long

World Bond -0.7 -2.9 3.0 6.8 4.7 BarCap US Agg Bond TR USD -0.4 -1.5 3.1 5.3 4.7 BofAML US HY Master II TR 0.4 6.8 9.5 20.3 8.7 BarCap Municipal TR USD -0.2 -2.3 4.2 6.3 4.4