(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 11-30-13

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)

— 30.0 30.7 15.5 18.4 6.8 — — — — — — 14.1 (90) —

19.2 20.9 10.8 15.6 10.8 98 98 98 90 3 0.2 11.35 (94) 25.3 25.5 14.4 18.0 7.9 90 90 74 59 38 0.7 13.34 (94) 32.7 32.6 17.3 19.6 6.7 21 27 24 33 72 0.4 14.20 (89) 33.7 35.5 18.1 20.1 8.0 16 13 14 26 35 0.2 12.46 (95) 30.1 32.0 16.6 18.0 8.4 48 32 36 58 28 0.6 13.43 (94)

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

Low -Avg

Avg

-Avg

American Funds Growth Fund of Amer A AGTHX

Avg

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

39.3 42.5 19.7 22.8 10.1

4 2 4 10 7 0.4 14.13 (90) 7.6 93 95 64 92 47 0.7 10.86 (92)

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

24.8 24.4 15.1 15.3

Calamos Growth A CVGRX

29.7 28.9 11.1 19.1 6.5 53 65 98 40 76 0.0 16.48 (86)

41.1 44.1 21.9 23.7 8.7

ClearBridge Aggressive Growth A SHRAX

2 1 1 5 23 0.0 15.91 (92)

Fidelity FFIDX

26.3 27.1 15.7 16.2 7.3 82 81 52 86 54 1.0 13.14 (97)

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX

35.5 35.5 17.8 22.2 8.4 10 12 17 13 27 0.5 14.84 (90) 32.4 34.0 18.1 21.7 8.5 23 19 15 16 26 0.4 13.43 (88) 30.9 31.2 16.5 18.5 10.2 37 42 38 50 6 0.2 12.20 (91) 23.3 24.4 13.8 16.7 7.7 96 95 82 79 44 0.7 12.54 (98) 33.8 33.9 18.7 23.0 10.5 16 19 9 8 5 0.2 15.20 (86) 32.4 31.8 17.5 19.5 8.5 23 35 21 34 26 0.3 14.08 (89) 35.5 38.3 14.8 20.2 9.2 10 8 68 25 15 0.1 18.62 (85) 32.9 33.8 17.1 20.0 8.6 19 20 26 27 24 0.3 14.00 (84) 30.5 32.2 15.8 21.8 9.0 43 30 51 16 19 0.5 14.19 (93) 26.3 27.3 13.9 17.7 6.3 83 81 81 63 82 0.5 13.22 (91) 29.0 29.6 15.4 18.4 11.0 60 58 59 51 3 0.5 15.15 (85) 29.4 31.5 15.5 15.6 7.1 56 38 57 91 60 0.9 11.87 (92) 22.5 25.5 16.3 17.2 — 97 90 41 72 — 0.1 13.90 (88) 31.1 31.6 18.1 22.0 10.7 35 37 14 14 4 0.1 14.77 (85) 30.9 33.9 15.2 19.7 6.3 37 19 61 32 82 0.1 14.83 (91) 27.3 28.7 17.4 18.1 8.7 75 67 22 56 23 0.5 12.82 (96) 28.2 30.2 13.5 16.6 9.0 67 53 85 81 18 0.1 14.35 (93) 34.5 34.3 15.5 18.0 7.5 12 17 57 59 49 0.1 14.45 (87) 31.5 32.3 15.5 18.2 7.0 30 29 57 56 65 0.2 14.20 (89) 28.3 29.4 16.9 17.9 8.8 66 61 31 61 21 0.6 13.00 (98) 32.1 33.1 13.7 18.1 5.4 25 24 83 57 95 1.0 15.36 (95) 32.5 34.8 18.9 22.2 9.1 22 15 7 13 17 0.9 12.48 (94) 40.7 41.9 18.6 25.9 10.5 2 3 9 2 5 0.4 16.59 (77)

Fidelity Contrafund FCNTX

Fidelity Export & Multinational FEXPX Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

Fidelity Magellan FMAGX

Fidelity New Millennium FMILX

Fidelity OTC FOCPX

Harbor Capital Appreciation Instl HACAX

Avg Avg

Janus Research T JAMRX

Janus T JANSX

-Avg +Avg

Janus Twenty T JAVLX

Jensen Quality Growth J JENSX

Low

Lateef A LIMAX

Avg

Laudus US Large Cap Growth LGILX

+Avg +Avg -Avg

Litman Gregory Masters Equity Instl MSEFX

LKCM Equity Instl LKEQX

Manning & Napier Equity EXEYX

Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

Avg Avg

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

41.6 41.9 15.9 27.4 9.5

Morgan Stanley Focus Growth A AMOAX PRIMECAP Odyssey Growth POGRX

1 3 50 1 12 0.2 15.90 (66)

37.0 38.8 17.9 21.8 — 8 7 16 15 — 0.4 14.51 (89)

RiverPark/Wedgewood Retail RWGFX

26.2 27.1 19.2 — — 83 82 6 — — 0.0 12.47 (83) 29.8 32.1 20.7 19.1 8.6 51 31 2 40 24 0.0 10.27 (79)

Sequoia SEQUX

T. Rowe Price Blue Chip Growth TRBCX T. Rowe Price Growth & Income PRGIX T. Rowe Price Growth Stock PRGFX

37.0 37.0 19.8 22.8 9.0

8 9 3 9 19 0.2 14.44 (88)

QQQ

—

29.2 29.7 16.3 17.5 7.4 58 58 42 67 50 1.0 12.31 (98) 34.4 34.8 18.2 22.2 9.1 13 15 13 13 18 0.1 14.19 (88) 33.3 34.5 17.3 22.8 9.3 18 16 24 9 14 0.4 13.56 (92) 25.5 28.2 15.1 19.5 8.7 88 71 64 34 22 — 14.32 (95)

´ QQQQ ˇ QQQQ

Avg

T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX Touchstone Sands Capital Select Growth Z PTSGX

Avg Avg

QQQ

—

37.9 37.5 21.1 30.1 11.0 39.8 42.4 18.0 21.9 10.6

´ QQQQQ Œ QQQQ ´ QQQ „ QQQQ ˇ QQQ Œ QQQQ

6 8 2 1 2 0.0 15.62 (72) 3 2 15 14 4 0.8 14.61 (89)

+Avg +Avg -Avg

Vanguard Capital Opportunity Inv VHCOX Vanguard FTSE Social Index Inv VFTSX Vanguard Growth Index Adm VIGAX Vanguard Morgan Growth Inv VMRGX Vanguard PRIMECAP Core Inv VPCCX

33.6 36.0 18.7 20.1 6.0 17 11 9 27 87 1.2 13.13 (97)

28.1 28.1 17.2 19.8 8.0 69 72 25 29 37 1.3 12.92 (95) 30.7 31.2 15.8 19.3 7.8 41 42 51 37 42 0.8 14.48 (93) 33.6 35.6 17.2 20.0 — 17 12 25 28 — 1.3 12.48 (95)

-Avg

Avg

-Avg

Russell 1000 Growth Index

29.8 29.7 17.4 20.1 7.9 29.1 30.3 17.7 17.6 7.7

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.