(PUB) Morningstar FundInvestor - page 311

19 Morningstar FundInvestor July 2014
Fund Return % CategoryReturn %
298.39 148.62
QQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ¶ Neutral
Royce Premier Invmt RYPRX
2003 2005 2007 2009 2011 2013
30,000
20,000
10,000
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 68.81 57.78 69.25 50.00 74.22 47.92
Taxable Bond 79.76 80.25 65.72 65.28 73.60 62.50
International Stock 80.34 49.21 70.42 33.96 74.49 32.00
Municipal Bond 95.42 77.78 57.49 31.82 81.91 27.27
Balanced 92.19 64.71 91.05 58.06 93.06 60.00
Data through June 30, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Mid-Growth Medalists
Return data through June 30, 2014.
0
10000
20000
30000
40000
T. Rowe Price Mid-Cap Growth RPMGX
Fund Return % Category Return %
178.15 76.06
QQQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
182.57 120.30
QQQQ •
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ¶ Neutral
Fund Return % CategoryReturn %
303.72 136.58
QQQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
139.07 120.30
QQQ •
Process ∞ Positive
Performance ∞ Positive
People ¶ Neutral
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
127.55 114.26
QQQQQ •
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price § Negative
0
6000
12000
18000
24000
0
6000
12000
18000
24000
FPA Perennial FPPFX
0
7500
15000
22500
30000
Artisan Mid Cap Investor ARTMX Akre Focus Retail AKREX
0
7000
14000
21000
28000
PRIMECAP Odyssey Aggressive Growth POAGX
2010 2011 2012 2013 2014 2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2000 2002 2004 2006 2008 2010 2012
2007 2009 2011 2013
18,000
12,000
6,000
18,000
12,000
6,000
30,000
20,000
10,000
22,500
15,000
7,500
21,000
14,000
7,000