19
Morningstar FundInvestor
August 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
71.01
55.64
68.57
47.37
74.24
40.43
Taxable Bond
80.28
80.00
64.63
63.38
71.35
57.81
International Stock
79.79
47.62
67.18
31.48
80.23
34.78
Municipal Bond
95.55
88.00
57.59
30.43
81.31
23.81
Balanced
92.23
66.18
91.05
55.74
92.42
60.00
Data through July 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Under-the-Radar Medalists
Return data through July 31, 2014.
0
6500
13000
19500
26000
LKCM Equity Institutional
EXWAX
Fund Return
%
Category Return
%
136.39
128.56
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
88.22
57.66
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
§
Negative
Fund Return
%
CategoryReturn
%
130.62
106.14
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
113.02
90.52
QQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
136.33
95.61
QQQQQ
´
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
0
6000
12000
18000
24000
0
6000
12000
18000
24000
Diamond Hill Small-Mid Cap
DHMAX
0
5000
10000
15000
20000
Champlain Mid Cap Adv
CIPMX
Becker Value Equity Retail
BVEFX
0
6500
13000
19500
26000
FPA Perennial
FPPFX
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2009 2010 2011 2012 2013 2014
2006 2007 2008 2009 2010 2011 2012 2013 14
18,000
12,000
6,000
18,000
12,000
6,000
19,500
13,000
6,500
15,000
10,000
5,000
19,500
13,000
6,500
