19
Morningstar FundInvestor
June 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
70.12
56.82
68.87
50.45
75.7
45.65
Taxable Bond
79.56
78.05
66.71
64.79
73.21
65.08
International Stock
83.88
49.21
72.69
38.89
75.6
32.00
Municipal Bond
95.3
77.78
57.05
31.82
71.56
27.27
Balanced
92.15
65.67
91.05
56.45
92.35
60.00
Data through May 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Foreign Large-Blend Medalists
Return data through May 31, 2014.
0
6500
13000
19500
26000
Manning & Napier World Opportunities A
EXWAX
Fund Return
%
Category Return
%
141.54
108.55
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
Category Return
%
136.88
88.91
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
CategoryReturn
%
123.96
122.27
QQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
66.62
64.41
QQQQ
´
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
74.50
88.91
QQQ
´
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
0
6000
12000
18000
24000
0
4500
9000
13500
18000
Neuberger Berman International Eq Instl
NBIIX
0
6500
13000
19500
26000
Litman Gregory Masters Intl Instl
MSILX
Longleaf Partners International
LLINX
0
7000
14000
21000
28000
Causeway International Value Inv
CIVVX
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2009 2010 2011 2012 2013 2014
2004 2006 2008 2010 2012
2006 2008 2010 2012
18,000
12,000
6,000
13,500
9,000
4,500
19,500
13,000
6,500
19,500
13,000
6,500
21,000
14,000
7,000
