19
Morningstar FundInvestor
January 2
014
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
68.1
50.72
69.12
50.00
66.14
44.09
Taxable Bond
85.33
78.48
67.09
60.29
69.96
55.38
International Stock
78.77
57.81
70.67
50.91
73.24
32.08
Municipal Bond
95.22
77.78
35.59
27.27
70.23
38.10
Balanced
92.2
65.22
83.97
52.38
90.52
59.09
Data through Dec. 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Six Gold Medalists
Return Data through Dec. 31, 2013.
0
6500
13000
19500
26000
Vanguard Selected Value
VASVX
Fund Return
%
CategoryReturn
%
240.48
109.92
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
CategoryReturn
%
34.08
30.88
QQQ
Œ
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
CategoryReturn
%
137.39
122.08
QQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
CategoryReturn
%
135.53
105.30
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
CategoryReturn
%
136.53
103.33
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
CategoryReturn
%
137.80
99.70
QQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
7000
14000
21000
28000
0
7000
14000
21000
28000
Causeway International Value
CIVVX
0
7000
14000
21000
28000
FPA Perennial
FPPFX
American Funds Capital World Growth and Income Fund
CWGIX
0
9000
18000
27000
36000
0
4000
8000
12000
16000
Dodge & Cox Stock
DODGX
Vanguard European Stock Index
VEUSX
2004 2006 2008 2010 2012
2004 2006 2008 2010 2012
04 05 06 07 08 09 10 11 12 13
2001 2003 2005 2007 2009 2011 2013
2011
2012
2013
05 06 07 08 09 10 11 12 13
21,000
14,000
7,000
21,000
14,000
7,000
19,500
13,000
6,500
21,000
14,000
7,000
27,000
18,000
9,000
12,000
8,000
4,000
