(PUB) Morningstar FundInvestor

32

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 Small Growth (cont’d)

YTD 1 Yr

3 Yr

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

(R²)

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

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

Buffalo Small Cap BUFSX

42.0 47.4 20.6 23.4 10.7 23 11 15 39 11 0.0 17.89 (85) 30.7 32.3 17.0 20.5 7.2 85 92 61 78 88 0.0 16.88 (84) 34.4 36.7 18.5 20.4 — 68 71 40 80 — 0.0 13.80 (84) 28.5 33.0 16.4 20.9 9.0 93 90 67 76 50 0.5 17.52 (85) 31.7 35.7 18.9 26.9 — 81 77 34 9 — 0.2 14.21 (85) 36.9 40.8 20.5 27.7 10.6 56 52 17 6 12 0.0 14.59 (83) 40.0 44.0 19.9 23.7 9.2 34 30 22 36 42 0.0 16.32 (79) 34.5 38.0 19.9 25.8 8.9 67 65 22 16 52 0.0 16.76 (85) 33.3 36.5 17.9 23.1 10.5 73 72 49 43 15 0.4 16.76 (81) 47.7 50.8 22.8 23.5 11.6 5 6 3 38 5 0.1 16.17 (75)

Avg Avg Low Avg -Avg Low Low -Avg

Century Small Cap Select Inv CSMVX Champlain Small Company Adv CIPSX

Columbia Acorn USA Z AUSAX Conestoga Small Cap CCASX

Janus Triton T JATTX Janus Venture T JAVTX

Kalmar Growth-with-Value Sm Cp Inv KGSCX

QQQQ

Litman Gregory Masters Smlr Coms Instl MSSFX —

Avg Avg

„ QQQ

LKCM Small Cap Equity Instl LKSCX

QQQQ

Loomis Sayles Small Cap Growth Retail LCGRX Royce Low Priced Stock Svc RYLPX Royce Pennsylvania Mutual Invmt PENNX

—

44.5 46.6 20.8 24.2 10.7 11 15 13 31 11 0.0 16.08 (82)

-Avg +Avg

11.3 14.7 2.5 17.3

„ Q „ QQQ

7.1 99 99 99 97 88 1.0 19.54 (77)

32.2 36.9 15.8 20.9 10.1 79 69 77 75 22 1.0 16.72 (87) 29.5 33.9 13.2 18.9 9.6 90 87 93 92 33 0.0 18.41 (85) 40.9 43.4 21.0 26.0 10.3 30 33 10 13 18 0.1 17.29 (89)

Avg

QQ

Royce Value Plus Svc RYVPX

—

+Avg

´ QQQQ

T. Rowe Price Diversified Sm Cap Growth PRDSX

Avg

24.6 29.8 12.5

´ QQQQQ „ QQQQQ

T. Rowe Price New Horizons PRNHX T. Rowe Price Small-Cap Stock OTCFX Turner Small Cap Growth TSCEX

44.7 47.0

10 13 1 1 2 0.0 14.98 (86)

-Avg -Avg +Avg

34.7 38.5 19.6 25.3 11.0 67 63 25 20 7 0.3 16.37 (90) 39.0 42.4 16.7 22.2 8.8 42 40 63 57 55 0.0 18.72 (85) 39.8 43.4 19.1 23.3 9.0 37 33 33 41 51 0.2 16.89 (89)

QQQ

—

ˇ QQQ „ WWWW „ QQQQ Œ [QQQ

Vanguard Explorer Inv VEXPX

Avg

Vanguard Small Cap Growth Index Admiral VSGAX

34.9 38.7

19.0 25.1 10.5

66 62

33 22 15

0.8 — (—)

Wasatch Core Growth WGROX Wasatch Small Cap Growth WAAEX Wasatch Ultra Growth WAMCX William Blair Small Cap Growth N WBSNX

27.3 31.0 19.3 25.7 8.8 95 94 30 17 56 0.0 12.91 (81) 27.7 29.9 16.3 24.7 8.7 95 95 70 27 62 0.0 13.50 (80)

Low Low Low

5.1

QQ

— —

30.9 34.5 14.2 24.5

84 84 91 29 99 0.0 14.79 (79) 4 4 45 18 46 0.0 18.07 (86)

49.5 53.5

QQQ

18.2 25.7 9.1

+Avg

Small Blend

— 34.8 38.9 17.1 21.1 8.7 — — — — — — 17.1 (87) —

Ariel Discovery Investor ARDFX

—

NR

31.8 36.8 — — — 75 69 — — — 0.0 — (—) 25.6 31.1 11.2 18.3 10.2 94 92 94 87 25 0.9 16.29 (83) 28.8 32.5 16.5 17.4 — 91 89 67 93 — 1.1 13.27 (86)

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

Artisan Small Cap Value Investor ARTVX ASTON/River Road Select Value N ARSMX ASTON/River Road Small Cap Value N ARSVX

-Avg Low Low High High +Avg +Avg

32.7 36.6 16.1 16.7

— 69 69 72 95 — 1.2 13.73 (85)

Berwyn BERWX

33.6 39.6 20.8 22.3 11.2 59 43 9 27 12 0.1 19.18 (84)

Bogle Small Cap Growth Inv BOGLX

40.4 44.9 22.0 27.5 8.9 13 11 4 3 52 0.0 19.35 (88)

48.4 52.5

7.8

Bridgeway Ultra-Small Company Market BRSIX

21.3 21.5

2 2 7 38 80 1.9 18.36 (87)

QQQQ

Broadview Opportunity BVAOX DFA US Micro Cap I DFSCX DFA US Small Cap I DFSTX

—

40.2 46.4 19.0 24.2 10.2 14 7 27 13 25 0.0 18.33 (87)

ΠQQQQ ΠQQQQ

42.4 47.8 20.8 23.7 9.4

6 6 9 16 37 0.9 17.44 (87)

Avg Avg

39.4 43.9 20.0 24.5 10.2 17 17 15 12 24 1.1 17.11 (90)

QQQQ

Dreyfus Opportunistic Small Cap DSCVX

—

43.5 49.7 17.8 29.1 12.1

5 4 42 2 5 0.0 22.92 (85)

High

23.3 30.4 13.0

ΠQQQQQ

Fidelity Small Cap Discovery FSCRX Fidelity Small Cap Stock FSLCX Fidelity Stock Selector Sm Cp FDSCX Royce Micro-Cap Invmt RYOTX

38.0 44.5

25 14 2 1 2 0.7 16.97 (88)

Avg

´ QQ ˇ [QQ

26.0 28.7 9.2 21.2 8.0 93 93 96 43 77 0.4 19.66 (90) 32.8 35.9 16.3 21.8 8.1 68 73 70 34 73 0.4 17.07 (91) 21.1 26.0 7.5 19.7 9.0 96 95 98 67 49 0.0 18.79 (78) 27.1 30.0 15.7 18.4 9.6 93 93 77 86 33 1.7 13.68 (80) 30.4 32.7 15.8 19.0 9.3 85 88 76 80 40 1.2 13.68 (91) 34.9 39.3 19.0 18.5 10.5 48 45 27 84 18 0.1 15.41 (91) 30.4 35.5 18.0 20.3 11.0 85 75 40 58 13 1.1 15.75 (88) 35.0 38.6 19.2 — — 46 53 24 — — 0.9 15.86 (93) 34.3 38.5 18.5 23.3 10.3 52 54 33 20 21 1.4 16.67 (92) 39.0 43.5 20.6 22.3 10.7 20 19 11 28 16 1.1 15.95 (90)

+Avg

Avg

]QQQ

—

+Avg

Œ QQQQ ´ QQQ ´ [QQQ ´ QQQQ

Royce Special Equity Invmt RYSEX Royce Total Return Invmt RYTRX Stratton Small Cap Value STSCX T. Rowe Price Small-Cap Value PRSVX Vanguard Explorer Value Inv VEVFX Vanguard Small Cap Index Adm VSMAX Vanguard Tax-Managed Small Cap Adm VTMSX

Low Low -Avg -Avg -Avg

QQQQ

—

ΠQQQQ ΠQQQQ

Avg

-Avg

Russell MidCap Value Index Russell 2000 Growth Index

29.9 33.3 17.8 21.7 10.4 40.4 44.5 18.9 23.4 9.2

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.