(PUB) Investing 2015
March 2015
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
U.S. Stock
70.94
52.21 79.76 45.90 85.71 66.67
70.06 66.94 81.16 46.95 86.81
46.02 57.33 33.96 30.77 60.61
77.09 70.21 83.28 54.65 88.43
45.45 57.41 50.00 38.46 59.65
Taxable Bond
75.2
International Stock
84.17 71.56 89.83
Municipal Bond
Balanced
Data through Feb. 28, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Gold-Rated Moderate-Allocation Funds
T. Rowe Price Capital Appreciation Fund
32000 Vanguard Balanced Index Fund Admiral Shares
32000
Fund Return % 135.04
Category Return %
Fund Return % 103.02
Category Return %
72.90
72.90
24000
24000
24,000
24,000
QQQQQ
QQQQ
Œ
Œ
16000
16000
16,000
16,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
8000
8000
8,000
8,000
People Parent
People Parent
0
0
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15
Price
Price
FPA Crescent Fund
Dodge & Cox Balanced Fund
32000
40000
Fund Return % 239.42
Category Return %
Fund Return %
Category Return %
104.01
61.45
51.08
24000
30000
30,000
24,000
QQQQ
QQQQQ
Œ
Œ
16000
20000
20,000
16,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
Process
Performance
Performance
8000
10000
10,000
8,000
People Parent
People Parent
0
0
Price
2001 2003 2005 2007 2009 2011 2013 15
10 2011 2012 2013 2014 15
Price
26000 Manning & Napier Pro Blend Extended Term Series Class S
Vanguard Wellington™ Fund Investor Shares
Fund Return % 185.54
CategoryReturn %
Fund Return %
CategoryReturn %
89.11
34.46
33.25
19500
19,500
36,000
QQQQQ
QQQQ
Œ
Œ
13000
13,000
24,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Process
Performance
Performance
6500
6,500
12,000
People Parent
People Parent
0
12 2013
2014
15
01 2003 2005 2007 2009 2011 2013 15
Price
Price
Return data through Feb. 28, 2015.
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