(PUB) Morningstar FundInvestor

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 03-31-14

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)

— 0.5 23.7 12.7 19.8 6.7 — — — — — — 14.2 (90) —

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

3.4 19.8 10.3 16.8 10.7

4 86 89 95 3 0.6 11.70 (94)

Low -Avg

1.4 21.5 11.8 19.6 7.9 23 69 71 58 36 0.3 13.50 (94) -0.4 27.5 14.2 21.0 6.4 74 15 28 33 77 0.3 14.65 (89)

Avg

3.0 27.7 15.8 22.3 8.0

6 14 10 17 33 0.2 12.58 (93)

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

American Funds Growth Fund of Amer A AGTHX

0.9 24.4 13.7 19.5 8.0 35 38 37 60 32 0.3 13.56 (92)

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

1.1 30.9 17.5 23.6 9.7 30 5 3 8 8 0.3 14.47 (88)

-1.5 13.8 0.2 26.3 5.9 32.3

11.9 16.7

6.9 91 98 70 96 62 0.6 11.04 (91)

7.4 19.7 6.2 57 21 98 57 81 0.0 16.73 (84)

Calamos Growth A CVGRX

20.0 26.7 8.5

ClearBridge Aggressive Growth A SHRAX

1 4 1 1 23 0.0 15.96 (89)

Fidelity FFIDX

2.0 20.0 11.8 19.0 7.1 13 84 71 69 58 0.7 12.94 (96)

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX

1.9 30.6 15.6 24.4 8.4 15 6 11 6 24 0.4 15.28 (87) 0.8 24.2 15.9 23.4 8.0 41 40 9 9 34 0.4 13.77 (86) 0.5 23.5 14.3 20.4 9.9 51 47 27 43 6 0.1 12.62 (90) 0.5 16.0 10.5 17.9 7.1 50 96 88 85 58 0.8 12.45 (97)

+Avg

Avg

Fidelity Contrafund FCNTX

-Avg Low +Avg

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

2.6 30.1 15.9 24.1 10.6

8 7 9 7 3 0.2 15.61 (83)

4.0 31.1 14.7 23.1 8.6 5.1 33.5 13.9 24.3 9.4

3 5 20 11 21 0.1 14.42 (83) 2 3 33 7 11 0.3 19.10 (81) 13 20 83 75 95 0.7 15.24 (93) 2 12 7 5 7 0.5 12.37 (92) 5 1 15 3 2 0.1 16.84 (70)

Avg

High +Avg -Avg High

5.2

Fidelity Magellan FMAGX

2.0 26.5 11.0 18.6

Fidelity New Millennium FMILX Fidelity OTC Portfolio FOCPX

4.3 28.4 16.3 25.1 9.8

3.1 41.0

15.1 25.9 10.9

Harbor Capital Appreciation Instl HACAX

-0.1 28.6 15.2 20.6 8.5 65 11 14 38 23 0.1 14.82 (80) 1.3 25.6 13.7 22.9 8.7 26 25 36 12 20 0.4 14.26 (92) -0.3 20.7 11.6 18.0 6.5 71 78 74 84 76 0.3 13.51 (91) -1.5 24.8 13.4 17.6 9.9 91 33 44 88 6 0.5 15.44 (85) 0.3 19.7 12.7 19.0 6.8 54 86 56 69 64 0.9 11.89 (92) -0.4 19.9 14.6 20.2 — 74 85 22 47 — 0.0 14.46 (87) -2.0 24.8 14.9 22.5 10.3 96 33 17 16 4 0.0 15.52 (82) -1.1 22.4 12.4 20.4 7.3 85 59 61 43 50 0.0 14.96 (83) -1.1 21.1 12.3 20.6 6.7 86 74 63 39 71 0.2 14.79 (86) 1.2 21.1 14.1 20.5 8.3 30 74 29 40 26 0.9 13.03 (98) -0.7 39.9 14.4 27.0 9.5 78 1 25 1 9 0.2 16.92 (64) 4.3 25.6 16.0 23.0 — 2 26 8 11 — 0.3 14.70 (85) 2.1 24.8 16.9 — — 12 33 4 — — 0.0 12.58 (84) 1.8 23.7 17.5 22.0 8.5 16 44 3 20 23 0.0 10.45 (80) -1.1 29.5 16.8 23.0 8.5 85 8 4 11 23 0.0 15.08 (86) 1.4 22.9 13.7 20.2 7.1 24 53 36 48 56 1.0 12.27 (98) -1.2 27.6 15.5 22.0 8.6 87 14 12 19 21 0.0 14.81 (85) -1.0 25.9 13.2 21.6 8.9 82 23 47 24 17 0.0 13.71 (87) 1.1 20.9 11.9 21.3 8.2 31 76 70 28 29 0.9 14.34 (94) 0.4 32.0 19.2 29.2 10.1 52 4 1 1 5 0.0 16.37 (71) 3.1 28.5 12.2 22.3 6.2 5 11 64 17 80 0.0 14.60 (90) 1.6 19.9 14.0 21.1 8.6 18 85 32 31 22 0.5 12.83 (97) 3.4 23.0 11.8 19.7 8.6 4 53 72 56 21 0.0 14.28 (91)

+Avg

Janus Research T JAMRX

Avg

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

Litman Gregory Masters Equity Instl MSEFX

Avg

LKCM Equity Instl LKEQX

-Avg

Manning & Napier Equity EXEYX

Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

+Avg

Avg

-Avg High

Morgan Stanley Focus Growth A AMOAX PRIMECAP Odyssey Growth POGRX

Avg

RiverPark/Wedgewood Retail RWGFX

-Avg Low +Avg

Sequoia SEQUX

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

Low

+Avg

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

-Avg

Avg

High +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

5.3 29.3 16.6 22.4 10.3 2.8 25.6 16.3 23.1 6.1

2 8 5 16 4 0.1 14.78 (85) 7 26 7 11 85 1.3 13.01 (97)

0.8 22.1 14.9 21.6 7.9 40 62 19 24 35 1.2 13.29 (94) 0.9 24.8 12.9 20.9 7.7 37 34 52 34 40 0.6 14.72 (91) 5.2 26.5 15.7 21.5 — 2 20 11 24 — 0.8 12.45 (94)

-Avg

Avg

-Avg

Russell 1000 Growth Index

1.1 23.2 14.6 21.7 7.9 1.8 21.9 14.7 21.2 7.4

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.