30
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
12-31-13
Total Return %
Category Rank
12-
Mo
Yld
%
Stand-
ard
Devia-
tion
(R²)
Risk
Relative
to
Category
vs.Category
5
Best
A N N U A L I Z E D
1
Best, 100
Worst
YTD 1 Yr
3 Yr
5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr
Historical Performance
Historical Risk
Morningstar 500
Domestic Equity
Mid-Cap Growth (cont’d)
— 34.8 34.8 13.8 20.6 8.3 — — — — — — 15.6 (86)
—
Madison Mid Cap Y GTSGX
—
QQQ
29.0 29.0 16.2 18.8 8.5 91 91 19 82 63 0.0 12.38 (90)
Low
Meridian Contrarian Legacy MVALX
´ QQQ
34.8 34.8 15.6 17.3 8.6 53 53 25 92 60 0.4 13.97 (87)
-Avg
Meridian Growth Legacy MERDX
´ QQQQ
28.5 28.5 13.4 21.1 9.8 92 92 58 43 38 0.0 14.10 (82)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
37.0 37.0 16.4 19.3 11.4 31 31 17 76 9 0.5 13.41 (82)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
54.9 54.9 23.2 27.9
— 1 1 1 1 — 0.0 16.56 (79)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
33.3 33.3 14.0 19.1 9.0 63 63 50 78 55 0.0 17.59 (89)
+Avg
Royce Premier Invmt RYPRX
ΠQQQ
27.7 27.7
12.2 18.9 11.6 95 95 75 81 5 0.0 15.81 (77)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
36.9 36.9 15.5 23.5 11.5 32 32 26 12 7 0.0 14.00 (90)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
37.1 37.1 10.0 20.2 7.9 30 30 95 62 76 0.0 16.65 (85)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
34.2 34.2 15.9 21.7 9.8 59 59 23 36 39 0.0 14.08 (87)
-Avg
Westport R WPFRX
ΠQQQQ
28.5 28.5 14.2 18.8 10.7 92 92 47 82 20 0.0 13.75 (90)
-Avg
Westport Select Cap R WPSRX
„ QQ
37.2 37.2 12.5 17.8 8.2 29 29 69 90 69 0.0 16.65 (83)
+Avg
Mid-Cap Blend
— 34.4 34.4 14.3 20.3 8.6 — — — — — — 15.6 (89)
—
Ariel Appreciation Investor CAAPX
´ QQQ
46.2 46.2
17.4 25.8 9.1
2 2 9 5 49 0.7 18.42 (90)
High
Ariel Investor ARGFX
´ QQ
44.7 44.7 15.6 26.0
8.2
4 4 36 4 63 0.6 19.85 (87)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
44.5 44.5 16.3
26.3 11.7
4 4 24 2 1 0.0 18.55 (87)
High
Fidelity Leveraged Company Stock FLVCX
„ QQQ
35.1 35.1 15.9 25.3 11.0 42 42 31 7 4 0.6 18.41 (88)
High
Fidelity Low-Priced Stock FLPSX
„ [QQQQ
34.3 34.3 16.7 21.7 10.7 48 48 15 26 6 0.7 13.48 (92)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
38.2 38.2 16.2 22.5 10.3 20 20 27 19 11 1.0 15.76 (92)
+Avg
First Eagle Fund of America Y FEAFX
„ QQQQ
31.0 31.0 16.3 19.2 10.4 72 72 25 64 10 0.2 13.13 (86)
-Avg
FMI Common Stock FMIMX
ΠQQQQ
32.0 32.0 15.0 20.0 11.4 68 68 49 52 2 0.4 12.63 (86)
-Avg
Longleaf Partners Small-Cap LLSCX
Π]QQQQQ
30.5 30.5 17.8 24.4 10.3 77 77 8 10 11 0.0 13.12 (72)
-Avg
Osterweis OSTFX
ΠQQQQ
33.8 33.8 13.3
16.5
8.6 51 51 65 90 58 0.7 12.33 (89)
Low
Royce Value Svc RYVFX
´ QQQ
27.8 27.8 9.0
18.6 11.1 92 92 93 72 4 0.0 18.14 (82)
+Avg
RS Value A RSVAX
ˇ QQ
37.7 37.7 11.7 19.3 9.4 22 22 80 61 38 0.2 16.58 (89)
+Avg
Vanguard Extended Market Idx Adm VEXAX
ΠQQQQ
38.4 38.4 16.5 22.7 10.3 19 19 20 18 12 1.1 15.98 (92)
+Avg
Vanguard Mid Cap Index Adm VIMAX
ΠQQQQ
35.2 35.2 15.4 22.1 10.1 41 41 40 22 16 1.2 14.53 (94)
Avg
Vanguard Strategic Equity Inv VSEQX
ˇ QQQQ
41.5 41.5
19.4
22.2 8.9
7 7 3 22 51 1.2 16.27 (92)
+Avg
Weitz Hickory WEHIX
„ QQQQ
27.8 27.8 15.6 23.9 8.4 92 92 35 12 60 0.0 11.87 (83)
Low
Westwood SMidCap Institutional WHGMX
´ QQQ
33.8 33.8 13.9 20.2 — 52 52 63 48 — 0.4 16.10 (90)
+Avg
Mid-Cap Value
— 34.9 34.9 14.8 19.8 8.8 — — — — — — 15.2 (90)
—
American Century Mid Cap Value Inv ACMVX
„ QQQ
29.9 29.9 14.5 18.5 — 88 88 53 77 — 1.2 11.44 (94)
Low
Appleseed APPLX
´ QQ
19.1 19.1 9.6
17.2 — 99 99 98 88 — 0.0 11.61 (66)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
35.8 35.8 17.2 20.7
12.1
43 43 16 38 1 0.4 13.19 (90)
-Avg
Delafield Fund DEFIX
„ QQQ
29.1 29.1 12.9
23.0
11.0 90 90 81 9 6 0.0 18.11 (81)
High
Fidelity Value FDVLX
ˇ QQQ
37.1 37.1 16.0 22.4 9.1 31 31 32 15 51 0.8 15.30 (94)
Avg
FPA Capital FPPTX
„ QQQ
22.9 22.9 10.8 21.0 8.9 97 97 94 31 62 0.1 16.14 (72)
+Avg
Franklin Balance Sheet Investment A FRBSX
ˇ QQ
36.6 36.6 13.9 17.2
8.3
34 34 64 87 77 1.1 14.74 (90)
Avg
Perkins Mid Cap Value T JMCVX
„ QQQ
25.9 25.9 10.6
15.2
9.1 94 94 95 96 52 1.3 12.76 (95)
-Avg
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
31.5 31.5 14.4 20.7 10.2 79 79 56 40 18 0.7 13.23 (94)
-Avg
Vanguard Selected Value Inv VASVX
ΠQQQQQ
42.0 42.0 18.2
21.9 10.6
8 8 7 23 8 1.1 13.04 (93)
-Avg
Small Growth
— 40.8 40.8 15.4 21.4 8.1 — — — — — — 17.2 (84)
—
Artisan Small Cap Investor ARTSX
„ QQQQ
42.8 42.8 21.7 25.6 9.7 39 39 2 13 34 0.0 15.51 (71)
-Avg
ASTON/TAMRO Small Cap N ATASX
„ [QQ
27.7 27.7 12.6 19.9 9.3 96 96 90 80 46 0.0 16.67 (85)
Avg
Baron Small Cap Retail BSCFX
´ QQQQ
37.8 37.8 17.0 21.7 10.2 68 68 37 54 23 0.0 15.67 (87)
-Avg
Brown Capital Mgmt Small Co Inv BCSIX
ΠQQQQQ
49.0 49.0 20.6 25.6 12.4 10 10 3 13 3 0.0 16.67 (67)
Avg
Russell MidCap Growth Index
35.7 35.7 15.6 23.4 9.8
S&P MidCap 400 Index
33.5 33.5 15.6 21.9 10.4
Russell MidCap Value Index
33.5 33.5 16.0 21.2 10.3
Legend
E
New this month
][
Increase/decrease in rating
NR
No Morningstar Rating; fund
less than three years old.
Red
Lowest return in group
Green
Highest return in group
Italic
Extended performance
