19
Morningstar FundInvestor
April 2
013
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
68.53
54.4%
70.6
43.9%
68.11
41.1%
Taxable Bond
83.26
70.6%
85.66
62.1%
70.47
49.1%
International Stock
76.28
49.2%
75.14
31.3%
64.06
34.8%
Municipal Bond
94.19
72.4%
78.08
52.4%
68.13
19.0%
Balanced
91.49
62.9%
93.74
54.7%
98.21
59.7%
Data through March 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
World Stock Funds
Return Data through March 31, 2013.
0
4000
8000
12000
16000
12,000
8,000
4,000
Growth of $10,000 (
01-2008 to 03-2013
)
Artisan Global Value Investor
ARTGX
|
QQQQQ
|
•
p
Fund Return
(%)
43.97
p
Category Return
(%)
0.18
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
0
7500
15000
22500
30000
22,500
15,000
7,500
Growth of $10,000 (
04-2003 to 03-2013
)
Perkins Global Value T
JGVAX
|
QQQQ
|
´
p
Fund Return
(%)
163.77
p
Category Return
(%)
145.11
Process
¶
Neutral
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
11000
22000
33000
44000
33,000
22,000
11,000
Growth of $10,000 (
10-2002 to 03-2013
)
Oakmark Global I
OAKGX
|
QQQQ
|
Œ
p
Fund Return
(%)
241.44
p
Category Return
(%)
143.26
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
0
4000
8000
12000
16000
Growth of $10,000 (
06-2008 to 03-2013
)
Dodge & Cox Global Stock
DODWX
|
QQQ
|
Œ
p
Fund Return
(%)
7.05
p
Category Return
(%)
3.94
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
12,000
8,000
4,000
0
10000
20000
30000
40000
Growth of $10,000 (
04-2003 to 03-2013
)
Janus Global Select T
JORNX
|
QQ
|
‰
p
Fund Return
(%)
178.51
p
Category Return
(%)
145.11
Process
¶
Neutral
Performance
¶
Neutral
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
30,000
20,000
10,000
08
09
10
11
12
08 09
10
11
12
03 04 05 06 07 08 09 10 11 12
03 04 05 06 07 08 09 10 11 12
0
7500
15000
22500
30000
22,500
15,000
7,500
Growth of $10,000 (
04-2003 to 03-2013
)
Tweedy, Browne Value
TWEBX
|
QQQQ
|
•
p
Fund Return
(%)
115.81
p
Category Return
(%)
145.11
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
03 04 05 06 07 08 09 10 11 12
03 04 05 06 07 08 09 10 11 12
