(PUB) Investing 2015
January 2 015
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
70.18 84.22 82.94
52.21 79.76 45.90 85.71 66.67
68.33 75.03 74.12 83.44 91.79
46.02 57.33 33.96 30.77 60.61
71.89 80.04 79.13 73.18 89.35
45.45 57.41 50.00 38.46 59.65
Taxable Bond
International Stock
Municipal Bond
100.00
Balanced
92.88
Data through Dec. 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Notable Funds From 2014
Amana Growth Investor AMAGX
Fairholme FAIRX
26000
26000
Fund Return % 156.94
Category Return %
Fund Return % 121.32
Category Return %
97.05
83.73
19500
19500
19,500
19,500
QQQQ
•
•
13000
13000
13,000
13,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive § Negative
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
Process
Performance
Performance
6500
6500
6,500
6,500
People Parent
People Parent
0
0
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
Price
Price
ClearBridge Aggressive Growth SHRAX
Fidelity OTC Portfolio FOCPX
26000
30000
Fund Return % 199.49
Category Return %
Fund Return % 131.99
Category Return %
97.05
97.05
19500
22500
22,500
19,500
QQQQQ
QQQQ
´
•
13000
15000
15,000
13,000
¶ Neutral ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ¶ Neutral § Negative
Process
Performance
Performance
6500
7500
7,500
6,500
People Parent
People Parent
0
0
Price
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
Price
Vanguard 500 Index Inv VFINX
Morgan Stanley Growth MSEQX
26000
Fund Return %
CategoryReturn %
Fund Return %
CategoryReturn %
77.97
67.86
107.11
91.48
19500
19,500
16,500
QQQQ
QQQQ
Œ
Œ
13000
13,000
11,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6500
6,500
5,500
People Parent
People Parent
0
2005 2007 2009 2011 2013
2012
2013
2014
Price
Price
Return data through Dec. 31, 2014.
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