30
Morningstar
500
Morningstar
Rating
Total Return %
02-28-13
Total Return %
Category Rank
Yield
%
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
Morningstar
Analyst Rating
Historical Risk
Historical Performance
Domestic Equity
Mid-Cap Growth (cont’d)
— 7.0 8.8 13.4 4.9 9.5 — — — — — — 18.2 (85)
—
FAM Value Inv FAMVX
´ QQQ
8.0 12.9 11.8 5.7 7.9 16 17 73 45 88 — 14.42 (88)
Low
Fidelity Mid-Cap Stock FMCSX
´ QQQ
8.4 11.1 13.4 6.2 10.2 11 26 52 38 50 — 18.84 (92)
Avg
FPA Perennial FPPFX
ΠQQQ
8.0 13.9 14.5 8.3 11.2 16 12 38 16 32 — 19.32 (85)
Avg
Janus Enterprise T JAENX
´ QQQQ
6.6 12.0 15.5 6.5 12.4 64 22 23 35 10 — 15.86 (91)
-Avg
Madison Mosaic Mid Cap Y GTSGX
—
QQQQ
6.3 13.6 16.3 6.3 9.6 74 13 16 38 62 0.0 15.33 (93)
Low
Meridian Growth MERDX
ˇ QQQQQ
6.9 10.0 16.8 10.8 12.6 49 37 13 3 7 — 17.44 (87)
Avg
Meridian Value MVALX
ˇ QQQ
6.7 14.7 12.9 5.3 9.6 59 9 61 51 59 — 17.07 (93)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
7.4 12.0 14.4 5.7 12.2 40 22 41 45 14 — 15.67 (85)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
9.2
20.0
15.9
11.9
— 5 2 20 1 — — 19.27 (86)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
7.7 7.5 14.7 2.4 11.2 27 65 36 89 33 — 20.50 (90)
High
Royce Premier Invmt RYPRX
ΠQQQQ
4.1 3.7 13.2 7.5
13.6
97 89 57 24 2 — 18.71 (84)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
7.6 10.5 15.4 8.5 12.8 31 31 25 15 6 — 17.14 (92)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
7.8 1.4 9.8 2.8 9.7 25 97 90 85 58 — 19.92 (89)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
7.4 9.5 16.2 7.7 11.5 36 41 16 22 27 0.0 17.17 (90)
Avg
Westport R WPFRX
Π[QQQQ
5.6 7.5 13.0 7.2 12.2 90 65 60 28 14 — 16.23 (92)
-Avg
Westport Select Cap R WPSRX
„ QQQ
7.6 3.9 8.8 5.7 9.1 30 88 95 45 69 — 19.90 (83)
+Avg
Mid-Cap Blend
— 7.7 12.8 13.2 5.7 10.0 — — — — — 0.7 18.8 (89)
—
Ariel Appreciation Investor CAAPX
´ QQ
11.4
17.7 14.1 9.1 10.1
2 14 46 5 58 — 22.66 (93)
+Avg
Ariel Investor ARGFX
´ QQ
10.8 19.7 14.2 6.8
8.9
3 7 45 35 80 — 24.38 (90)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQ
9.3 14.5 13.0 8.0 12.9 14 33 64 18 9 — 21.08 (90)
+Avg
Fidelity Leveraged Company Stock FLVCX
„ QQQ
7.2 19.4 15.2
3.6
16.1
73 8 26 84 2 — 22.68 (90)
High
Fidelity Low-Priced Stock FLPSX
„ QQQQ
5.4 12.0 13.9 7.3 12.4 91 64 51 28 10 — 16.28 (96)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
8.0 14.0 15.5 7.7 12.1 49 43 18 22 13 — 19.05 (94)
+Avg
First Eagle Fund of America Y FEAFX
—
]QQQQQ
5.5 16.0 14.8 7.3 10.4 90 23 35 27 48 — 14.74 (87)
-Avg
Longleaf Partners Small-Cap LLSCX
Π]QQQQQ
7.5
21.6 18.0 9.2
13.2 66 5 4 5 8 — 17.21 (81)
-Avg
Osterweis OSTFX
ΠQQQQ
9.4 15.2 10.3 5.8 9.6 11 28 82 51 67 — 13.48 (89)
Low
Royce Value Svc RYVFX
„ QQQ
1.3 -0.7 8.7
3.7 13.6 98 98 89 83 6 — 19.88 (82)
+Avg
RS Value A RSVAX
—
QQ
10.4 16.0 10.3 4.2 12.2
4 23 82 75 12 — 19.30 (90)
Avg
Vanguard Extended Market Idx Adm VEXAX
—
QQQQ
7.9 14.2 15.8 7.7 12.1 54 39 13 21 13 1.1 19.24 (93)
+Avg
Vanguard Mid Cap Index Adm VIMAX
ΠQQQQ
8.1 12.8 15.0 6.7 11.5 44 55 30 37 25 1.4 17.63 (95)
-Avg
Vanguard Strategic Equity Inv VSEQX
—
QQQ
8.5 15.0 16.6 5.9 10.3 26 29 7 48 50 1.1 19.16 (93)
+Avg
Weitz Hickory WEHIX
„ QQQQ
5.0 14.3 17.7 8.9 11.0 93 36 4 7 38 — 16.18 (86)
-Avg
Westwood SMidCap Institutional WHGMX
´ QQQQ
8.2 11.8 13.5 8.9 — 35 65 59 7 — 0.5 18.00 (90)
Avg
Mid-Cap Value
— 8.2 14.5 13.3 6.1 10.2 — — — — — 1.1 17.8 (91)
—
American Century Mid Cap Value Inv ACMVX
„ QQQQQ
6.9 15.7 13.5 9.2 — 80 46 49 8 — 1.3 13.83 (95)
Low
Appleseed APPLX
´ ]QQQQ
7.9 12.0
7.8
11.0
— 61 75 96 3 — — 12.81 (74)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
10.4
13.7
14.8
9.2
13.6
9 68 23 9 1 — 15.14 (92)
-Avg
Delafield Fund DEFIX
„ QQQ
6.2
11.9 13.4 9.0 13.2 92 75 52 10 6 — 21.77 (88)
High
Fidelity Value FDVLX
ˇ QQ
8.9
18.9
14.3 5.1 10.4 29 10 33 64 58 — 19.30 (96)
+Avg
FPA Capital FPPTX
„ QQQ
7.1
6.2
13.5 8.2 11.9 76 97 50 18 22 — 19.63 (81)
+Avg
Franklin Balance Sheet Investment A FRBSX
—
QQ
8.1 16.2 11.9
3.7 9.2
57 37 76 83 85 — 18.31 (91)
Avg
Perkins Mid Cap Value T JMCVX
Π[QQQ
6.6 8.1 9.2 5.2 11.2 84 91 90 63 37 — 14.83 (95)
Low
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
7.5 17.5 12.6 7.7 12.2 70 15 69 25 14 — 16.20 (96)
-Avg
Vanguard Selected Value Inv VASVX
ΠQQQQ
7.7 14.6 14.0 7.6 11.5 66 59 36 29 28 1.9 15.92 (95)
-Avg
Small Growth
— 7.1 8.8 14.2 6.1 9.8 — — — — — — 20.2 (84)
—
Artisan Small Cap Investor ARTSX
„ ]QQQQ
8.0 9.6 19.4 8.8 11.1 20 44 3 23 36 — 17.56 (80)
-Avg
ASTON/TAMRO Small Cap N ATASX
„ [QQQQ
7.7 11.8 16.2 10.4 12.9 26 23 34 9 6 — 20.18 (89)
Avg
Russell MidCap Growth Index
7.2 10.8 15.3 6.8 11.3
S&P MidCap 400 Index
8.3 14.6 16.0 8.6 12.0
Russell MidCap Value Index
9.3 18.9 16.0 7.4 12.1
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
