(PUB) Morningstar FundInvestor - page 167

19 Morningstar FundInvestor April 2014
Tracking Gold-Rated Funds
Asset Group
Trailing 10 Years
Batting Average
% Gold in
Top Quartile
Trailing 5 Years
Batting Average
% Gold in
Top Quartile
Trailing 3 Years
Batting Average
% Gold in
Top Quartile
US Stock 69.53 54.81 71.87 51.79 70.27 50.00
Taxable Bond 83.64 78.75 65.18 60.00 73.11 56.92
International Stock 83.38 53.97 75.22 41.82 74.53 32.00
Municipal Bond 95.3 81.48 35.68 31.82 61.16 27.27
Balanced 92.17 61.76 85.06 55.00 93.4 56.92
Data through March 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Silver- and Gold-Rated Bond Funds
Return Data through March 31, 2014.
0
3000
6000
9000
12000
PIMCO Total Return Institutional PTTRX
Fund Return % Category Return %
115.00 73.38
QQQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ¶ Neutral
Price ∞ Positive
Fund Return % CategoryReturn %
150.22 104.23
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
141.77 103.59
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % CategoryReturn %
11.55 8.71
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ¶ Neutral
Price ∞ Positive
Fund Return % Category Return %
45.26 35.27
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
59.15 48.30
QQQ •
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ¶ Neutral
Price ¶ Neutral
0
4000
8000
12000
16000
0
4000
8000
12000
16000
Fidelity Total Bond FTBFX
0
6000
12000
18000
24000
Dodge & Cox Income DODIX JPMorgan Core Bond Select WOBDX
0
5500
11000
16500
22000
Metropolitan West Total Return Bond MWTRX
Harbor Bond Institutional HABDX
2005 2007 2009 2011 2013
2008 2009 2010 2011 2012 2013
2012 2013 2014
2001 2003 2005 2007 2009 2011
2001 2003 2005 2007 2009 2011 2013
2000 2002 2004 2006 2008 2010 2012
12,000
8,000
4,000
12,000
8,000
4,000
9,000
6,000
3,000
18,000
12,000
6,000
16,500
11,000
5,500
21,000
14,000
7,000