(PUB) Morningstar FundInvestor

30

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 11-30-13

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)

— 30.7 32.8 14.8 20.6 8.1 — — — — — — 15.6 (86) —

QQQ

Madison Mid Cap Y GTSGX

—

25.9 25.9 17.9 19.6 8.5 90 95 17 70 58 0.0 12.78 (91) 30.7 32.0 16.8 16.7 8.8 51 55 23 93 54 0.3 14.24 (87)

Low -Avg -Avg -Avg +Avg

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

Meridian Contrarian Legacy MVALX Meridian Growth Legacy MERDX Neuberger Berman Genesis Inv NBGNX PRIMECAP Odyssey Aggressive Growth POAGX

24.6 25.2

14.8 21.4 9.6 94 96 53 39 38 0.3 14.46 (83)

33.5 34.2 18.2 18.8 11.3 23 34 15 81 8 0.4 13.86 (83)

52.3 56.8 24.4 29.9

— 1 1 1 1 — 0.0 16.65 (78)

Rainier Small/Mid Cap Equity Original RIMSX

29.9 31.9 15.6 19.5 9.0 58 56 41 71 48 0.0 17.89 (89) 23.6 25.4 13.9 19.2 11.6 96 95 66 76 4 1.0 16.29 (79) 32.3 34.6 16.5 24.0 11.3 30 31 27 10 8 0.0 14.23 (91) 33.5 34.5 11.4 19.8 7.6 23 32 93 65 74 0.0 16.96 (85) 29.6 31.2 16.7 21.2 9.3 62 62 24 42 43 0.3 14.24 (87) 25.9 28.6 15.3 18.4 10.9 91 86 46 84 16 0.0 13.93 (90) 34.9 39.5 13.9 18.2 8.4 17 9 67 86 61 0.0 16.84 (83)

High

Royce Premier Invmt RYPRX

Avg

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

-Avg +Avg -Avg -Avg +Avg High High High High -Avg +Avg -Avg -Avg -Avg

Westport R WPFRX

Westport Select Cap R WPSRX

Mid-Cap Blend

— 30.7 33.8 15.8 20.7 8.7 — — — — — — 15.6 (89) —

39.9 44.2

Ariel Appreciation Investor CAAPX

18.8 26.5 9.0

4 4 11 2 45 0.6 18.75 (91) 5 6 28 2 66 0.7 20.30 (88) 7 8 29 4 2 0.7 18.80 (88)

39.4 42.8 17.5 26.5

8.1

Ariel Investor ARGFX

38.5 42.0 17.4 26.1 11.6

ASTON/Fairpointe Mid Cap N CHTTX Fidelity Leveraged Company Stock FLVCX

31.3 36.6 18.5 25.7 11.4 42 24 14 7 3 0.7 19.06 (89) 32.0 36.0 18.6 23.3 10.8 36 28 13 17 7 0.9 13.81 (93) 34.2 37.7 17.8 22.9 10.2 19 20 24 20 11 1.3 16.11 (93) 27.0 31.1 17.1 19.2 10.4 76 68 35 68 10 0.0 13.29 (86) 27.6 29.4 16.3 20.9 11.4 72 82 51 43 5 0.0 13.00 (87)

Fidelity Low-Priced Stock FLPSX

Fidelity Spartan Extended Mkt Index Inv FSEMX

First Eagle Fund of America Y FEAFX

FMI Common Stock FMIMX

25.0 27.8

Longleaf Partners Small-Cap LLSCX

18.8 24.0 10.4 91 91 11 14 9 0.1 13.42 (73)

31.0 32.6 14.5 16.4

Osterweis OSTFX

8.8 46 55 72 91 52 1.7 12.56 (89)

Low

25.0 27.8

10.7 19.6 11.2 91 91 93 63 6 0.7 18.48 (83)

Royce Value Svc RYVFX

+Avg +Avg +Avg

RS Value A RSVAX

33.1 34.6 13.4 19.4 9.6 25 39 80 66 28 0.9 17.05 (90) 34.3 38.1 18.1 23.2 10.2 18 17 19 18 12 1.2 16.32 (92) 31.2 34.5 16.8 22.5 10.1 44 41 39 23 16 1.1 14.85 (94)

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

Avg

20.6 22.9 8.8

37.3 40.7

7 10 4 20 51 1.2 16.46 (92)

+Avg

Weitz Hickory WEHIX

25.8 29.5 17.7 24.8 8.7 88 80 25 12 55 0.0 12.38 (84) 29.8 33.1 15.5 20.5 — 55 51 60 49 — 1.2 16.50 (90)

Low

Westwood SMidCap Institutional WHGMX

+Avg

Mid-Cap Value

— 31.5 34.6 16.4 20.3 9.1 — — — — — — 15.2 (90) —

American Century Mid Cap Value Inv ACMVX

27.4 30.0 16.7 19.0 — 85 84 44 76 — 1.2 12.06 (94) 19.6 21.9 11.4 18.7 — 98 99 98 79 — 1.5 11.79 (69)

Low Low -Avg High

Appleseed APPLX

32.5 35.0 18.0 22.5 12.4

Artisan Mid Cap Value Investor ARTQX

40 46 27 24 1 0.8 13.31 (89)

24.1 30.9 14.4 23.2 11.1 92 79 83 16 5 0.0 18.48 (82) 32.7 36.9 17.6 22.6 9.3 38 28 30 23 54 1.0 15.73 (94)

Delafield Fund DEFIX Fidelity Value FDVLX

Avg

FPA Capital FPPTX

20.3 23.8 12.4 20.7 8.9 98 97 94 46 66 0.1 16.46 (73)

+Avg

8.4 35 32 67 86 79 1.1 15.18 (90) 9.4 94 93 96 98 51 0.6 13.08 (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

32.8 36.5 15.7 18.0 23.6 26.3 12.1 15.4

Avg

-Avg -Avg -Avg

27.1 29.7 15.8 20.6 10.4 87 85 64 48 15 1.0 13.64 (95) 38.0 39.0 19.6 22.8 11.0 12 14 8 20 7 1.5 13.35 (93)

Small Growth

— 37.4 40.5 17.2 22.0 7.9 — — — — — — 17.2 (84) —

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

39.3 43.9 22.7 26.1 9.7 40 30 3 12 31 0.0 15.64 (71) 27.5 33.2 15.0 20.9 9.8 95 90 87 76 27 0.0 16.96 (86) 32.9 36.0 17.8 22.2 9.6 75 75 50 57 32 0.0 15.83 (87)

-Avg

Avg

Baron Small Cap Retail BSCFX

-Avg

Brown Capital Mgmt Small Co Inv BCSIX

46.6 50.6 22.8 26.8 12.3

7 6 3 10 2 0.0 17.00 (69)

Avg

Russell MidCap Growth Index

31.6 33.9 16.8 23.5 9.6 29.5 32.3 16.9 22.3 10.2 29.9 33.3 17.8 21.7 10.4

S&P MidCap 400 Index

Russell MidCap Value 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.