(PUB) Investing 2015

24

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 12-31-14

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)

— 10.0 10.0 19.4 14.1 7.7 — — — — — — 10.92 (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 „ QQQQ „ QQQ Œ QQ ˇ QQQ ˇ ]QQQ ´ QQQ Œ QQQ Œ QQQQQ „ QQQ Œ QQQQQ „ [QQQQ ˇ QQQQ ˇ QQQQ ´ QQ ´ [QQQQ Œ QQQQQ „ QQQQ ˇ QQQ Œ QQQQQ Œ QQQQQ — QQ ´ ]QQQQQ — QQ — QQQ — QQQQ „ QQQQQ — — QQQQ QQQ

14.0 14.0 15.9 12.1 9.9 10 10 93 84 6 0.3 9.37 (86) 11.2 11.2 17.9 13.8 8.0 38 38 76 58 39 0.3 10.25 (89) 9.9 9.9 19.8 15.2 6.8 54 54 46 28 75 0.3 11.23 (83) 12.1 12.1 21.1 15.2 8.2 29 29 23 27 33 0.0 9.48 (87) 9.3 9.3 20.8 13.5 8.0 60 60 27 66 38 0.4 9.98 (86)

Low -Avg

Avg

-Avg -Avg Avg Low High

American Funds Growth Fund of Amer A AGTHX

4.6 4.6 7.4 7.4

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

23.0 14.7 9.2 93 93 5 36 14 0.5 11.0 (79)

15.5 11.5

7.6 79 79 95 91 53 0.2 8.93 (86)

Calamos Growth A CVGRX

8.4 8.4 16.4 11.5 5.9 70 70 90 91 91 0.0 12.8 (76)

14.5 14.5 25.2 19.8

ClearBridge Aggressive Growth A SHRAX

8.8

7 7 1 1 19 0.0 11.04 (78)

Avg

Fidelity FFIDX

12.8 12.8 19.3 13.7 7.4 22 22 56 62 55 0.6 9.8 (94)

-Avg

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

14.6 14.6 23.6 17.0 9.1

6 6 3 5 14 0.1 12.05 (81)

+Avg -Avg -Avg +Avg High

10.8 10.8 22.7 16.3 8.3 42 42 7 11 30 0.2 10.1 (74) 9.6 9.6 19.6 14.8 9.7 56 56 51 34 7 0.2 9.83 (85) 4.6 4.6 18.9 16.0 9.9 94 94 62 14 6 0.1 11.51 (72)

14.4 14.4 23.1 17.8 10.9

7 7 5 3 2 0.1 12.79 (74)

11.4 11.4 20.3 16.8 8.2 36 36 36 7 32 0.1 11.18 (69) 11.5 11.5 23.3 15.4 9.1 34 34 4 24 15 0.1 13.13 (69)

Avg

High

5.8

Fidelity Magellan FMAGX

14.1 14.1 22.1 12.6

10 10 10 79 92 0.7 10.45 (91)

Avg Avg

Fidelity New Millennium FMILX Fidelity OTC Portfolio FOCPX

7.0 7.0 19.3 15.7 9.7 82 82 56 19 7 0.7 10.26 (85)

16.5 16.5 23.8 17.8 11.6

3 3 3 3 1 0.0 14.44 (58)

High

Harbor Capital Appreciation Instl HACAX

9.9 9.9 20.5 14.5 8.7 53 53 31 42 22 0.1 12.1 (72) 14.0 14.0 21.6 15.9 9.2 11 11 16 16 14 0.2 10.42 (86) 12.8 12.8 19.8 12.5 7.0 23 23 45 80 69 0.0 10.14 (85) 8.9 8.9 21.0 11.7 9.2 64 64 24 88 12 0.6 11.18 (77) 11.7 11.7 18.8 13.2 7.5 32 32 64 71 55 1.0 9.27 (89) 5.1 5.1 17.9 13.9 — 92 92 76 56 — 0.1 11.38 (79) 8.7 8.7 20.9 15.4 10.5 67 67 25 23 3 0.0 12.28 (73) 11.1 11.1 19.5 14.3 6.0 39 39 51 46 89 0.0 10.97 (83) 6.4 6.4 17.2 14.4 8.3 85 85 84 44 30 0.7 9.34 (93) 8.4 8.4 17.7 11.8 7.9 70 70 78 88 41 0.0 10.74 (81) 11.4 11.4 19.8 14.6 7.5 36 36 46 39 54 0.0 11.08 (71) 8.7 8.7 18.3 14.3 6.5 67 67 71 45 81 0.0 11.07 (74) 10.2 10.2 19.5 14.3 8.1 50 50 52 45 38 0.6 9.22 (97) 6.3 6.3 22.0 16.6 9.8 86 86 11 8 6 0.0 14.16 (57) 13.9 13.9 22.8 15.9 10.1 11 11 6 16 5 0.6 11.44 (72) 9.3 9.3 19.7 — — 60 60 49 — — 0.0 9.93 (79) 7.6 7.6 18.7 17.8 9.2 78 78 66 3 13 0.0 8.65 (64) 9.3 9.3 22.4 16.7 8.8 60 60 8 7 19 0.0 11.78 (76) 12.9 12.9 19.9 14.4 7.3 21 21 44 43 60 1.0 9.12 (96) 8.8 8.8 21.7 15.8 8.8 65 65 15 17 20 0.0 11.51 (74) 9.4 9.4 19.6 15.3 9.1 58 58 49 25 15 0.0 10.7 (75) 5.6 5.6 17.1 12.6 7.5 90 90 85 80 54 1.1 10.31 (89) 7.9 7.9 23.1 18.9 9.6 75 75 5 1 8 0.0 14.54 (60)

+Avg

Janus Research T JAMRX

Avg

Janus T JANSX

-Avg Avg Low

Janus Twenty T JAVLX

Jensen Quality Growth J JENSX

Lateef A LIMAX

Avg

Laudus US Large Cap Growth LGILX

+Avg

Litman Gregory Masters Equity Instl MSEFX

Avg Low Avg

LKCM Equity Instl LKEQX

Manning & Napier Equity EXEYX

Marsico Focus MFOCX Marsico Growth MGRIX MFS Research A MFRFX

Avg Avg Low High +Avg -Avg Low +Avg

Morgan Stanley Growth A MSEGX PRIMECAP Odyssey Growth POGRX

RiverPark/Wedgewood Retail RWGFX

Sequoia SEQUX

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

Low

+Avg

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

Avg Avg

High

26.2 15.9 10.2

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

18.9 18.9

1 1 1 15 4 0.6 11.0 (70)

Avg

13.6 13.6 20.7 16.0 8.6 14 14 28 14 22 1.2 10.14 (91)

-Avg

10.9 10.9 19.8 14.8 7.9 41 41 45 35 43 0.7 11.01 (85)

Avg Low Low

19.3 19.3

23.0 16.2 10.4

1 1 5 12 4 1.2 8.8 (86) 1 1 2 12 4 1.1 9.23 (85)

18.7 18.7 24.1 16.2 10.1

Russell 1000 Growth Index

12.8 12.8 20.0 15.6 8.3 13.6 13.6 20.4 15.4 7.6

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.