(PUB) Investing 2015
February 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
U.S. Stock
70.73 75.84 85.38 72.13
52.21 79.76 45.90 85.71 66.67
70.18 67.77 82.79 50.75 86.23
46.02 57.33 33.96 30.77 60.61
73.14 64.11 86.13 49.34 85.66
45.45 57.41 50.00 38.46 59.65
Taxable Bond
International Stock
Municipal Bond
Balanced
88.7
Data through Jan. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Top Emerging-Markets Funds
DFA Emerging Markets Value Portfolio Institutional DFEVX
Virtus Emerging Markets Fund HEMZX
32000
32000
Fund Return % 126.28
Category Return %
Fund Return % 180.68
Category Return %
102.01
102.01
24000
24000
24,000
24,000
QQQ
QQQQQ
•
•
16000
16000
16,000
16,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ¶ Neutral
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
32000 T. Rowe Price Emerging Markets Stock Fund PRMSX
32000 Harding Loevner Emerging Markets Portfolio Advisor HLEMX
Fund Return % 138.59
Category Return %
Fund Return % 113.50
Category Return %
102.01
102.01
24000
24000
24,000
24,000
QQQQ
QQQ
•
´
16000
16000
16,000
16,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
¶ Neutral ¶ Neutral ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
8000
8000
8,000
8,000
People Parent
People Parent
0
0
Price
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15
Price
26000 Vanguard Emerging Markets Stock Index Fund VEMAX
American Funds New World Fund NEWFX
Fund Return % 285.19
CategoryReturn %
Fund Return %
CategoryReturn %
277.52
56.30
44.39
19500
19,500
36,000
QQQQQ
QQQ
Œ
´
13000
13,000
24,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
¶ Neutral ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6500
6,500
12,000
People Parent
People Parent
0
2007 2008 2009 2010 2011 2012 2013 2014
2003 2005 2007 2009 2011 2013
Price
Price
Return data through Jan. 31, 2015.
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