(PUB) Morningstar FundInvestor

30

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 04-30-14

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 Mid-Cap Growth (cont’d)

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

— -1.5 19.5 9.2 18.6 8.1 — — — — — — 15.7 (86) —

4.2 20.1 11.2 19.3 9.2

Œ QQQ ´ QQQQ

FPA Perennial FPPFX

1 43 24 39 44 0.0 16.75 (85)

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

Janus Enterprise T JAENX Madison Mid Cap Y GTSGX

-0.5 18.9 10.9 19.8 10.6 31 55 28 30 16 0.1 12.87 (84) -1.4 13.7 10.9 18.2 7.9 49 95 28 63 70 0.0 12.70 (91) -1.9 20.2 12.6 17.4 8.2 63 42 11 78 61 0.4 14.52 (88)

QQQ

—

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

Meridian Contrarian Legacy MVALX Meridian Growth Legacy MERDX

-4.0 12.8

8.8 18.2 9.0 84 97 60 64 48 0.0 14.50 (82)

Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX Rainier Small/Mid Cap Equity Original RIMSX

-4.1 19.4 10.3 18.6 10.4 85 50 37 53 21 0.5 13.78 (82)

-0.5 31.1

17.7 26.1

— 31 2 1 1 — 0.0 17.26 (71)

-1.3 18.8 9.0 18.5 9.1 47 56 57 55 47 0.0 17.87 (86)

Royce Premier Invmt RYPRX

2.2 25.7 8.5 18.3 11.2

4 5 65 60 6 0.0 16.04 (81)

Avg

-12.0 19.7 5.9 22.5 — 100 48 93 4 — 0.0 20.25 (39)

Scotia Dynamic U.S. Growth I DWUGX

High

T. Rowe Price Mid-Cap Growth RPMGX Turner Midcap Growth Investor TMGFX Vanguard Mid Cap Growth Inv VMGRX

1.1 23.3 11.8 21.3 11.4 12 15 17 10 5 0.0 14.20 (87)

-Avg +Avg -Avg -Avg +Avg

5.6 17.8 8.1 27 9 93 72 65 0.0 17.63 (79)

-0.3 24.1

-1.3 18.9 11.2 19.3 10.0 48 55 24 40 25 0.0 14.61 (87) 0.5 19.0 10.6 17.8 10.5 18 54 33 72 18 0.0 14.21 (91)

Westport R WPFRX

-1.7 21.3 7.0 15.8

Westport Select Cap R WPSRX

7.9 60 31 88 92 70 0.0 16.76 (83)

Mid-Cap Blend

— 1.5 20.8 11.0 19.5 8.6 — — — — — — 15.6 (89) —

-2.6 21.2 13.0 22.8 8.6 97 40 17 6 57 0.7 18.71 (90)

Ariel Appreciation Investor CAAPX

High High High

7.4

Ariel Investor ARGFX

-2.4 21.6 11.1 23.0

96 37 53 5 81 0.6 20.14 (88) 8 4 5 1 3 0.0 18.76 (88)

4.0 30.7

15.1 24.7 11.3

ASTON/Fairpointe Mid Cap N CHTTX

Fidelity Spartan Extended Mkt Index Inv FSEMX Fidelity Leveraged Company Stock FLVCX

0.1 21.6 12.2 21.6 10.2 80 38 31 18 13 1.1 16.09 (91) 2.1 22.1 12.6 23.8 11.2 35 31 24 2 3 0.6 18.49 (87) 0.8 19.3 13.1 20.6 10.4 69 61 15 32 9 0.7 13.74 (93) 3.3 23.5 13.7 19.7 10.3 11 19 10 51 10 0.2 13.42 (87) 1.5 22.1 12.1 18.9 11.1 46 30 34 66 4 0.4 12.98 (87)

Avg

High

Fidelity Low-Priced Stock FLPSX First Eagle Fund of America Y FEAFX

-Avg -Avg -Avg -Avg -Avg +Avg +Avg

FMI Common Stock FMIMX

5.1 21.5 15.3 23.2 11.0

Longleaf Partners Small-Cap LLSCX

3 39 5 3 5 0.0 13.20 (73) 8.3 45 82 62 91 61 0.7 12.61 (90)

1.7 17.7 10.7 16.0

Osterweis OSTFX

4.9 16.2 10.1 88 30 96 90 16 0.0 18.35 (84)

Royce Value Svc RYVFX

-0.5 22.1

Vanguard Extended Market Idx Adm VEXAX Vanguard Mid Cap Index Adm VIMAX Vanguard Strategic Equity Inv VSEQX

0.1 21.9 12.4 21.7 10.2 81 33 28 16 15 1.1 16.29 (91) 2.4 20.5 12.3 21.6 10.3 27 46 30 19 12 1.2 14.87 (94) 15.6 23.2 9.2 10 7 4 4 44 1.2 16.48 (93) 10.9 20.1 7.7 97 95 59 44 71 0.0 12.01 (86) 3.7 27.9 -2.5 14.2

Avg

+Avg

Weitz Hickory WEHIX

Low

Westwood SMidCap Institutional WHGMX

1.5 20.3 10.5 19.7 — 49 49 64 51 — 0.4 16.60 (90)

+Avg

Mid-Cap Value

— 2.6 21.7 12.2 20.1 8.9 — — — — — — 15.1 (90) —

American Century Mid Cap Value Inv ACMVX

4.0 19.7 13.4 19.8 10.9 19 73 32 62 6 1.1 11.62 (94) 1.9 10.7 7.2 14.9 — 71 99 98 97 — 0.0 11.51 (71)

Low Low -Avg High

Appleseed APPLX

0.3 17.5 12.5 18.8 11.6

Artisan Mid Cap Value Investor ARTQX

91 88 48 78 4 0.4 13.63 (90)

Delafield Fund DEFIX Fidelity Value FDVLX

0.2 21.9 9.7 20.4 10.7 91 47 86 49 8 0.0 18.58 (83)

3.4 24.0 13.4 22.0

9.2 31 25 31 18 53 0.8 15.47 (93)

Avg

FPA Capital FPPTX

4.0 20.3 7.4 18.9 8.8 17 65 97 77 65 0.0 16.08 (74)

+Avg

-0.6 19.9 11.3 18.7 1.7 15.0 8.0 14.9

8.0 93 70 68 80 79 1.2 15.15 (91) 8.9 76 92 95 97 62 1.3 12.93 (95)

Franklin Balance Sheet Investment A FRBSX Perkins Mid Cap Value T JMCVX T. Rowe Price Mid-Cap Value TRMCX Vanguard Selected Value Inv VASVX

Avg

-Avg -Avg -Avg

4.2 21.8 12.9 19.8 10.3 15 47 43 60 14 0.7 13.52 (94) 1.5 26.3 15.1 21.8 10.4 82 11 9 22 12 1.1 13.46 (93)

Small Growth

— -4.8 21.0 8.9 19.3 7.6 — — — — — — 17.2 (84) —

-12.1 13.5 10.6 21.1 7.9 97 96 31 30 75 0.0 17.77 (53)

„ [QQQ „ QQ

Artisan Small Cap Investor ARTSX ASTON/TAMRO Small Cap N ATASX

Avg Avg

8.1

-6.8

6.1 16.9 8.4 78 100 90 92 57 0.0 17.43 (82)

Russell MidCap Growth Index

0.5 20.6 11.6 21.1 9.6 1.4 18.6 11.8 21.1 10.3 5.7 22.1 14.4 22.6 10.8 -4.7 21.5 10.3 20.5 8.9

S&P MidCap 400 Index

Russell MidCap Value Index Russell 2000 Growth 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.