19
Morningstar FundInvestor
May 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
68.84
55.9%
69.64
44.4%
68.48
43.0%
Taxable Bond
83.29
73.5%
85.57
63.2%
74.14
54.9%
International Stock
74.03
50.0%
72.85
28.0%
71.79
31.9%
Municipal Bond
94.26
71.4%
89.85
47.6%
68.04
19.0%
Balanced
91.04
60.9%
93.68
49.2%
96.37
58.1%
Data through April 30, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Updated Ratings
Return Data through April 30, 2013.
0
4000
8000
12000
16000
12,000
8,000
4,000
Growth of $10,000 (
05-2003 to 04-2013)
Arbitrage ARBFX
QQQ
´
0
4500
9000
13500
18000
13,500
9,000
4,500
Growth of $10,000 (
05-2003 to 04-2013)
Fidelity Floating Rate High Income FFRHX
QQQQ
´
0
5000
10000
15000
20000
15,000
10,000
5,000
Growth of $10,000 (
03-2005 to 04-2013)
Janus Global Research JAWWX
QQQ
´
0
5000
10000
15000
20000
Growth of $10,000 (
05-2003 to 04-2013)
Clipper CFIMX
QQ
•
15,000
10,000
5,000
0
4000
8000
12000
16000
Growth of $10,000 (
05-2011 to 04-2013)
GoodHaven GOODX
´
16,500
11,000
5,500
03 04 05 06 07 08 09 10 11 12
03 04 05 06 07 08 09 10 11 12
05 06 07 08 09 10 11 12
03 04 05 06 07 08 09 10 11 12
05/2011 10/2011 03/2012 08/2012 01/2013
03 04 05 06 07 08 09 10 11 12
0
5500
11000
16500
22000
22,500
15,000
7,500
Growth of $10,000 (
05-2003 to 04-2013)
ASTON/Montag & Caldwell Growth MCGFX
QQQQ
•
p
Fund Return
(%)
3.84
p
Category Return
(%)
0.68
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
p
Fund Return
(%)
4.73
p
Category Return
(%)
4.57
Process
¶
Neutral
Performance
¶
Neutral
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
p
Fund Return
(%)
8.60
p
Category Return
(%)
5.16
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
p
Fund Return
(%)
4.57
p
Category Return
(%)
7.12
Process
∞
Positive
Performance
§
Negative
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
p
Fund Return
(%)
14.96
p
Category Return
(%)
8.67
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
p
Fund Return
(%)
7.16
p
Category Return
(%)
6.79
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
