(PUB) Morningstar FundInvestor
May 2 014
Morningstar FundInvestor
19
Tracking Gold-Rated Funds
% Gold in Top Quartile
% Gold in Top Quartile
% Gold in Top Quartile
Trailing 10 Years Batting Average
Trailing 5 Years Batting Average
Trailing 3 Years Batting Average
Asset Group
US Stock
69.12 79.65 82.99 95.33 92.16
55.15 76.25 52.38 88.46 64.71
67.9
50.44 62.86 38.18 31.82 56.67
74.54 69.61 75.19 71.26 93.24
48.39 58.73 36.00 31.82 58.46
Taxable Bond
65.95 66.05 40.49 84.97
International Stock
Municipal Bond
Balanced
Data through April 30, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Topnotch Large-Cap Funds
Artisan Value Investor ARTLX
Diamond Hill Large Cap DHLAX
18000
26000
Fund Return %
Category Return %
Fund Return % 150.93
Category Return %
71.09
54.55
93.00
13500
19500
13,500
19,500
QQQ
QQQQ
•
Œ
9000
13000
9,000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
4500
6500
4,500
6,500
People Parent
People Parent
0
0
2007 2008 2009 2010 2011 2012 2013
2005 2007 2009 2011 2013
Price
Price
14000 American Funds American Mutual AMRMX
Laudus US Large Cap Growth LGILX
30000
Fund Return % 165.94
Category Return %
Fund Return %
Category Return %
93.40
37.33
39.13
10500
22500
22,500
10,500
QQQQ
QQQ
´
Œ
7000
15000
15,000
7,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
3500
7500
7,500
3,500
People Parent
People Parent
0
0
Price
2005 2007 2009 2011 2013
2012
2013
2014
Price
Dodge & Cox Stock DODGX
T. Rowe Price Equity Income PRFDX
36000
Fund Return % 125.58
CategoryReturn %
Fund Return % 246.92
CategoryReturn %
104.81
115.93
27000
27,000
18,000
QQQ
QQQQ
Œ
Œ
18000
18,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
9000
9,000
6,000
People Parent
People Parent
0
2001 2003 2005 2007 2009 2011 2013
2003 2005 2007 2009 2011 2013
Price
Price
Return Data through April 30, 2014.
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