(PUB) Investing 2015
April 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
US Stock
70.98 76.26 83.29 71.39 89.77
37.75 43.56 43.33 43.75 54.07
70.16 66.88 82.54 46.62 89.04
37.18 38.56 40.70 23.33 51.50
80.18 68.04 84.97 49.39 88.28
42.61 32.37 36.87 19.23 53.75
Taxable Bond
International Stock
Municipal Bond
Balanced
Data through March 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Medalists Limiting New Investments
AMG Yacktman Focused Fund Service Class
AMG Yacktman Fund Service Class
32000
26000
Fund Return % 171.30
Category Return %
Fund Return %
CategoryReturn %
97.45
55.46
57.67
24000
19500
24,000
19,500
QQQQ
QQQQ
•
Œ
16000
13000
16,000
13,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral § Negative
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Process
Performance
Performance
8000
6500
8,000
6,500
People Parent
People Parent
0
0
05 2007 2009 2011 2013 15
11
2012
2013
2014
15
Price
Price
Wasatch Small Cap Growth Fund
40000 Vanguard Wellington™ Fund Investor Shares
32000
Fund Return % 182.76
Category Return %
Fund Return % 113.37
Category Return %
87.80
84.80
24000
30000
30,000
24,000
QQQQQ
QQQQ
Œ
Œ
16000
20000
20,000
16,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Performance
Performance
8000
10000
10,000
8,000
People Parent
People Parent
0
0
Price
2001 2003 2005 2007 2009 2011 2013
08 2009 2010 2011 2012 2013 2014 15
Price
Oakmark Global Fund Class I
48000
Fund Return % 347.24
Category Return %
199.75
36000
36,000
QQQQ
Œ
24000
24,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Performance
12000
12,000
People Parent
0
2004 2006 2008 2010 2012 2014
Price
Return data through March 31, 2015.
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