(PUB) Morningstar FundInvestor - page 407

19 Morningstar FundInvestor September 2014
Fund Return % CategoryReturn %
199.82 110.22
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
American Funds New Perspective ANWPX
2000 2002 2003 2005 2007 2009 2011
22,500
15,000
7,500
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 69.35 54.81 66.81 45.54 70.80 38.04
Taxable Bond 84.61 81.71 72.30 56.16 77.71 60.66
International Stock 81.99 49.21 69.46 33.33 80.33 34.78
Municipal Bond 100.00 88.46 60.52 29.17 71.02 31.82
Balanced 92.27 66.18 88.66 57.14 88.06 56.92
Data through Aug. 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
World-Stock Medalists
Return data through Aug. 31, 2014.
0
11000
22000
33000
44000
Oakmark Global OAKGX
Fund Return % Category Return %
48.39 28.25
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
146.08 112.66
QQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % CategoryReturn %
340.54 200.14
QQQQ Œ
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ¶ Neutral
Fund Return % Category Return %
148.40 112.66
QQQQ •
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
Fund Return % Category Return %
115.78 67.42
QQQQQ •
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price § Negative
0
6000
12000
18000
24000
0
6500
13000
19500
26000
Harding Loevner Global Equity Advisor HLMGX
0
6500
13000
19500
26000
American Funds Capital World Growth & Income CWGIX Artisan Global Opportunities ARTRX
0
4000
8000
12000
16000
Dodge & Cox Global Stock DODWX
2009 2010 2011 2012 2013 2014
2003 2005 2007 2009 2011 2013
2009 2010 2011 2012 2013 2014
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
18,000
12,000
6,000
19,500
13,000
6,500
33,000
22,000
11,000
19,500
13,000
6,500
12,000
8,000
4,000