(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.

Made with