(PUB) Investing 2015

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 02-28-15

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 Large Growth Amana Growth Investor AMAGX American Century Growth Inv TWCGX American Century Ultra Inv TWCUX American Funds AMCAP A AMCPX

YTD 1 Yr

3 Yr

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

(R²)

— 4.5 11.9 16.7 15.4 8.4 — — — — — — 10.87 (82) —

„ QQQQ ˇ QQQ ´ QQQ Œ QQQ ´ QQQ Œ QQQQ ´ QQQ „ QQQQ ˇ QQQ ´ QQQQQ ´ QQQQ „ [QQQQ ˇ Q ˇ QQ ´ QQQQ ´ QQQQQ Œ QQQQ ˇ QQQQ ˇ QQQ ˇ QQQ „ QQQ „ QQQ Œ QQ ˇ QQQ ˇ [QQ ´ QQ Œ QQQQ Œ QQQQQ „ QQQ Œ QQQQQ „ QQQQQ ˇ QQQQ ´ QQQQ ´ QQ ´ QQQQ Œ QQQQQ „ QQQQ ˇ QQQ Œ QQQQQ Œ QQQQQ — QQ ´ QQQQ — QQ — QQQ — QQQQ „ QQQQQ — — QQQQ QQQ

3.3 14.3 14.0 12.9 10.0 80 29 89 89 15 0.3 9.92 (87) 4.2 13.3 15.1 15.0 8.8 54 38 78 62 37 0.3 9.97 (89) 5.2 13.2 17.4 16.5 7.6 28 38 40 29 72 0.3 11.07 (82) 3.7 11.3 18.6 16.1 8.8 70 55 19 38 37 0.0 9.43 (88) 4.3 10.5 18.0 14.8 8.5 53 64 28 65 43 0.3 9.69 (86) 4.2 4.4 19.5 16.2 9.9 55 95 9 34 15 0.5 10.23 (75) 2.9 10.3 14.2 12.5 7.9 85 67 88 93 64 0.2 9.17 (86) 13.5 13.4 6.7 27 75 92 84 88 0.0 12.54 (75) 4.6 11.8 22.5 19.9 9.6 43 51 1 2 21 0.0 11.24 (79) 4.3 14.1 17.1 14.9 7.9 52 30 47 63 62 0.6 10.06 (94) 5.2 9.5 5.6 15.2 20.2 18.6 10.0 21 22 4 5 14 0.1 11.63 (81) 5.2 12.0 19.7 17.1 9.2 29 49 7 19 28 0.2 9.65 (75) 4.6 11.0 17.3 16.3 10.0 44 59 43 33 15 0.2 9.82 (85) 1.9 17.0 17.3 9.7 56 98 49 15 18 0.1 11.74 (73) 6.3 14.3 19.6 19.6 12.0 12 29 8 2 2 0.1 12.24 (73) 4.2 5.2 8.7 17.7 18.2 9.4 28 81 34 8 23 0.1 10.92 (67) 5.5 7.7 19.3 16.6 9.8 22 87 10 27 17 0.1 12.28 (67)

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

American Funds Growth Fund of Amer A AGTHX

American Funds New Economy A ANEFX ASTON/Montag & Caldwell Growth N MCGFX

Calamos Growth A CVGRX

ClearBridge Aggressive Growth A SHRAX

Fidelity FFIDX

Fidelity Blue Chip Growth FBGRX Fidelity Capital Appreciation FDCAX Fidelity Contrafund FCNTX Fidelity Focused Stock FTQGX Fidelity Growth Company FDGRX Fidelity Growth Discovery FDSVX Fidelity Independence FDFFX

Avg

High

6.2

Fidelity Magellan FMAGX

3.8 14.7 18.9 13.8

67 26 15 81 93 0.7 10.48 (92)

Avg Avg

Fidelity New Millennium FMILX Fidelity OTC Portfolio FOCPX

1.9 4.2 16.1 16.2 10.1 96 96 65 36 13 0.6 10.65 (86)

6.5 14.8 20.8 19.9 12.8

10 25 3 2 1 0.0 14.06 (56)

High

Harbor Capital Appreciation Instl HACAX

6.8 11.5 18.0 16.7 9.8

6 54 29 25 18 0.1 11.82 (71)

+Avg

Janus Research T JAMRX

6.2 17.9 19.1 17.4 10.2 13 6 12 14 11 0.2 10.2 (86)

Avg

6.9 18.8

Janus T JANSX

17.6 14.4 8.0

5 4 37 70 59 0.0 9.9 (84)

-Avg

Janus Twenty T JAVLX

2.3 10.5 15.8 12.6 10.1 93 63 69 92 12 0.5 10.54 (82) 2.9 15.3 17.1 13.9 7.8 86 20 46 79 65 0.9 9.76 (91) 3.7 7.4 14.8 14.9 — 68 88 82 63 — 0.1 11.7 (81) 4.6 10.5 17.4 17.4 11.2 43 64 41 14 4 0.0 11.98 (74) 1.9 10.0 16.2 14.7 6.6 95 69 63 67 90 0.0 11.06 (84) 1.7 7.1 14.7 14.8 8.5 97 90 83 66 45 0.7 10.23 (93)

Avg

Jensen Quality Growth J JENSX

-Avg

Lateef A LIMAX

+Avg +Avg

Laudus US Large Cap Growth LGILX

Litman Gregory Masters Equity Instl MSEFX

Avg

LKCM Equity Instl LKEQX

-Avg

3.1 7.3 15.5 12.4

Manning & Napier Equity EXEYX

8.2 82 89 73 93 53 0.0 11.31 (83)

Avg

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

4.3 11.8 17.3 15.9 8.3 53 51 42 43 51 0.0 10.96 (70) 3.5 8.7 15.4 15.5 7.2 76 82 76 50 81 0.0 10.85 (73) 2.9 11.6 17.0 15.1 8.3 85 54 50 58 49 0.6 9.68 (97)

Avg Avg

-Avg High +Avg -Avg Low +Avg

8.2

Morgan Stanley Inst Growth A MSEGX PRIMECAP Odyssey Growth POGRX

8.3 19.7 19.2 11.0

2 84 7 3 5 0.0 13.84 (55)

3.7 11.1 20.8 16.5 10.6 69 58 3 28 7 0.6 11.48 (75)

RiverPark/Wedgewood Retail RWGFX

2.4 9.7 15.5 — — 92 72 73 — — 0.0 10.25 (82)

Sequoia SEQUX

8.1 12.0 18.7 18.8 10.0 6.5 12.3 19.9 18.8 9.9

3 49 17 5 14 0.0 9.32 (64) 9 46 6 5 17 0.0 11.48 (74)

T. Rowe Price Blue Chip Growth TRBCX T. Rowe Price Growth & Income PRGIX T. Rowe Price Growth Stock PRGFX

2.3 14.2 17.6 15.0 7.7 92 30 36 60 68 0.9 9.54 (97)

Low

6.5 11.9 19.0 18.0 9.7

9 51 13 9 18 0.0 11.17 (72)

+Avg

T. Rowe Price New America Growth PRWAX T. Rowe Price Spectrum Growth PRSGX Touchstone Sands Capital Select Growth Z PTSGX

6.4 12.9 18.2 16.7 10.1 11 41 25 24 13 0.0 10.8 (74) 4.5 8.3 14.4 14.0 8.0 46 84 86 78 59 1.1 10.05 (88) 1.9 3.7 17.4 20.1 10.7 96 96 40 1 6 0.0 14.01 (60) 24.5 17.0 11.2 58 20 1 20 4 0.5 11.0 (72) 4.7 16.2 18.3 17.3 9.4 41 14 23 15 25 1.1 10.11 (91) 4.1 15.3 5.2 12.8 17.0 16.2 8.7 29 42 49 35 40 0.6 10.77 (86) 2.8 17.5 21.4 17.1 10.6 87 8 2 19 7 1.1 9.09 (88) 3.6 17.1 22.4 17.4 10.7 74 10 1 15 6 1.0 9.4 (87)

Avg

-Avg High +Avg -Avg

Vanguard Capital Opportunity Inv VHCOX Vanguard Growth Index Adm VIGAX Vanguard Morgan Growth Inv VMRGX Vanguard PRIMECAP Core Inv VPCCX Vanguard PRIMECAP Inv VPMCX

Avg Low Low

Russell 1000 Growth Index

5.0 16.1 17.8 17.0 9.1 2.6 15.4 17.9 16.1 7.9

S&P 500 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.