(PUB) Morningstar FundInvestor - page 215

19 Morningstar FundInvestor May 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 69.12 55.15 67.9 50.44 74.54 48.39
Taxable Bond 79.65 76.25 65.95 62.86 69.61 58.73
International Stock 82.99 52.38 66.05 38.18 75.19 36.00
Municipal Bond 95.33 88.46 40.49 31.82 71.26 31.82
Balanced 92.16 64.71 84.97 56.67 93.24 58.46
Data through April 30, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Topnotch Large-Cap Funds
Return Data through April 30, 2014.
0
9000
18000
27000
36000
Dodge & Cox Stock DODGX
Fund Return % Category Return %
37.33 39.13
QQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % CategoryReturn %
125.58 104.81
QQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
150.93 93.00
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % CategoryReturn %
246.92 115.93
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
165.94 93.40
QQQQ ´
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ¶ Neutral
Price ∞ Positive
Fund Return % Category Return %
71.09 54.55
QQQ •
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price § Negative
0
4500
9000
13500
18000
0
7500
15000
22500
30000
Laudus US Large Cap Growth LGILX
0
6500
13000
19500
26000
Diamond Hill Large Cap DHLAX Artisan Value Investor ARTLX
0
3500
7000
10500
14000
American Funds American Mutual AMRMX
T. Rowe Price Equity Income PRFDX
2007 2008 2009 2010 2011 2012 2013
2001 2003 2005 2007 2009 2011 2013
2012 2013 2014
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2003 2005 2007 2009 2011 2013
13,500
9,000
4,500
22,500
15,000
7,500
27,000
18,000
9,000
19,500
13,000
6,500
10,500
7,000
3,500
18,000
12,000
6,000