(PUB) Morningstar FundInvestor

January 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

68.1

50.72 78.48 57.81 77.78 65.22

69.12 67.09 70.67 35.59 83.97

50.00 60.29 50.91 27.27 52.38

66.14 69.96 73.24 70.23 90.52

44.09 55.38 32.08 38.10 59.09

Taxable Bond

85.33 78.77 95.22

International Stock

Municipal Bond

Balanced

92.2

Data through Dec. 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.

Six Gold Medalists

American Funds Capital World Growth and Income Fund CWGIX

FPA Perennial FPPFX

28000

28000

Fund Return %

CategoryReturn %

Fund Return %

CategoryReturn %

137.80

99.70

137.39

122.08

21000

21000

21,000

21,000

QQQ

QQQ

Œ

Œ

14000

14000

14,000

14,000

∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive

∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive

Process

Process

Performance

Performance

7000

7000

7,000

7,000

People Parent

People Parent

0

0

2004 2006 2008 2010 2012

2004 2006 2008 2010 2012

Price

Price

Dodge & Cox Stock DODGX

Causeway International Value CIVVX

36000

28000

Fund Return % 136.53

CategoryReturn %

Fund Return % 240.48

CategoryReturn %

103.33

109.92

27000

21000

21,000

27,000

QQQQ

Œ

QQQQ

Œ

18000

14000

14,000

18,000

∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative

Process

∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive

Process

Performance

Performance

9000

7000

7,000

9,000

People Parent

People Parent

0

0

Price

2001 2003 2005 2007 2009 2011 2013

04 05 06 07 08 09 10 11 12 13

Price

Vanguard Selected Value VASVX

Vanguard European Stock Index VEUSX

16000

26000

Fund Return %

CategoryReturn %

Fund Return % 135.53

CategoryReturn %

34.08

30.88

105.30

12000

19500

19,500

12,000

QQQ

QQQQQ

Œ

Œ

8000

13000

13,000

8,000

∞ Positive ¶ Neutral ∞ Positive ∞ Positive ∞ Positive

∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive

Process

Process

Performance

Performance

4000

6500

6,500

4,000

People Parent

People Parent

0

0

2011

2012

2013

05 06 07 08 09 10 11 12 13

Price

Price

Return Data through Dec. 31, 2013.