(PUB) Morningstar FundInvestor
February 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
68.42 85.42 80.53 95.25
55.56 79.49 56.25 81.48 64.71
72.49 68.96
52.68
67.62 70.69 69.21 60.76 91.45
47.87 55.38 32.08 28.57 59.09
Taxable Bond
57.14
International Stock
68.12
43.64
Municipal Bond
43.85 85.24
31.82
Balanced
92.19
56.25
Data through Jan. 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Laggards in 2013
Amana Growth Investor AMAGX
Appleseed APPLX
28000
20000
Fund Return %
CategoryReturn %
Fund Return %
CategoryReturn %
163.58
84.44
73.63
52.72
21000
15000
21,000
25,000
QQQ
•
´
14000
10000
14,000
10,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
Process
Process
Performance
Performance
7000
5000
7,000
5,000
People Parent
People Parent
0
0
2005 2007 2009 2011 2013
2007 2008 2009 2010 2011 2012 2013
Price
Price
Virtus Foreign Opportunities JVIAX
First Eagle US Value FEVAX
26000
24000
Fund Return % 117.15
CategoryReturn %
Fund Return %
CategoryReturn %
80.77
119.48
84.61
19500
18000
18,000
19,500
QQQ
QQQ
•
•
13000
12000
12,000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ¶ Neutral
Process
Performance
Performance
6500
6000
6,000
6,500
People Parent
People Parent
0
0
Price
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
Price
Royce Low Priced Stock Service RYLPX
22000
Fund Return %
CategoryReturn %
82.25
104.96
16500
16,500
Q
•
11000
1,100
∞ Positive ¶ Neutral ∞ Positive ∞ Positive § Negative
Process
Performance
5500
5,500
People Parent
0
04 2005 2007 2009 2011 2013
Price
Return Data through Jan. 31, 2014.
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