30
Morningstar
500
Morningstar
Analyst Rating
Historical Risk
Historical Performance
Morningstar
Rating
Total Return %
04-30-13
Total Return %
Category Rank
12-
Mo
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
Domestic Equity
Mid-Cap Growth (cont’d)
— 11.1 11.1 11.2 4.8 9.0 — — — — — 0.2 18.2 (85)
—
FAM Value Inv FAMVX
´ QQQ
13.9 15.5 10.3 5.8 7.5 10 16 66 43 89 0.1 14.10 (88)
Low
Fidelity Mid-Cap Stock FMCSX
´ QQQ
14.6 16.5 10.9 6.5 10.1
5 12 58 32 43 1.0 18.39 (93)
Avg
FPA Perennial FPPFX
ΠQQQQ
13.2 18.1 12.1 8.0 11.0 17 8 40 17 27 0.0 18.88 (85)
Avg
Janus Enterprise T JAENX
´ QQQQ
9.3 13.9 13.5 5.4 11.8 83 20 19 48 12 0.0 15.67 (90)
-Avg
Madison Mid Cap Y GTSGX
—
QQQQ
11.9 16.4 15.0 7.1 9.1 34 13 10 25 61 0.0 15.21 (93)
Low
Meridian Growth MERDX
ˇ QQQQQ
9.4 9.0 13.5 10.3 11.6 81 70 20 3 18 0.3 17.13 (87)
-Avg
Meridian Value MVALX
ˇ QQQ
10.0 16.3 11.1 5.3 9.4 71 13 56 51 56 0.3 16.99 (92)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
10.0 13.5 12.1 5.0 11.8 70 24 38 54 12 0.5 15.58 (85)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
17.6 25.8
15.0
13.4
— 1 2 10 1 — 0.0 19.20 (86)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
10.8 9.6 11.7 2.0 10.6 56 65 47 89 34 0.0 20.26 (90)
High
Royce Premier Invmt RYPRX
ΠQQQQ
3.9
5.0 9.1 5.8
12.6
98 93 78 42 5 1.2 18.47 (82)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
12.3 13.1 12.8 8.2 12.2 27 28 30 16 7 0.0 16.76 (92)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
10.2 2.9 7.2 2.3 9.0 68 98 95 87 64 0.0 19.60 (88)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
11.3 10.2 13.7 7.2 10.7 43 59 19 24 34 0.3 16.87 (90)
Avg
Westport R WPFRX
ΠQQQQ
8.6 9.8 11.7 6.8 11.7 89 63 47 28 14 0.0 16.06 (91)
-Avg
Westport Select Cap R WPSRX
„ QQQ
11.2 9.1 6.8 4.7 8.8 45 68 96 61 68 0.0 19.70 (82)
+Avg
Mid-Cap Blend
— 12.9 17.1 11.2 6.0 9.6 — — — — — 0.7 18.8 (89)
—
Ariel Appreciation Investor CAAPX
´ QQ
17.5
24.5 11.5 9.7 9.6
3 10 57 5 63 0.6 22.27 (94)
+Avg
Ariel Investor ARGFX
´ QQ
16.1 25.8 10.7 7.9
8.3
9 7 67 19 84 0.8 23.91 (90)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
14.9 23.3 11.4 8.3 12.6 14 14 58 11 6 0.8 20.95 (90)
+Avg
Fidelity Leveraged Company Stock FLVCX
„ [QQ
13.0 25.8 12.3
3.3
14.3
53 7 41 87 2 0.3 22.34 (91)
High
Fidelity Low-Priced Stock FLPSX
„ ]QQQQQ
13.5 19.3 13.5 8.2 12.3 48 27 14 12 9 1.0 16.14 (95)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
13.8 18.3 13.0 8.0 11.6 42 42 27 15 12 1.5 18.71 (94)
+Avg
First Eagle Fund of America Y FEAFX
—
QQQQQ
9.6 17.3 14.3 6.4 10.4 93 52 9 45 40 0.0 14.79 (87)
-Avg
Longleaf Partners Small-Cap LLSCX
ΠQQQQQ
12.9
27.4 14.9
8.5 12.2 55 3 6 10 9 0.1 16.42 (82)
-Avg
Osterweis OSTFX
Π]QQQQQ
15.5 20.8 10.6 6.6 9.6 10 19 68 41 61 1.9 13.51 (89)
Low
Royce Value Svc RYVFX
´ QQQ
4.1 4.7 6.8
3.7 12.6 98 98 90 82 7 0.9 19.69 (81)
+Avg
RS Value A RSVAX
ˇ ]QQQ
17.0 20.7 8.9 4.2 11.9
4 20 77 75 10 1.0 19.06 (90)
+Avg
Vanguard Extended Market Idx Adm VEXAX
—
QQQQ
13.6 18.6 13.1 7.9 11.6 47 36 24 17 13 1.5 18.87 (94)
+Avg
Vanguard Mid Cap Index Adm VIMAX
Π]QQQQ
14.8 18.2 13.4 7.0 11.3 16 45 17 31 21 1.2 17.34 (95)
Avg
Vanguard Strategic Equity Inv VSEQX
—
QQQ
14.7 20.1 14.5 6.4 10.0 19 23 8 46 52 1.4 18.90 (93)
+Avg
Weitz Hickory WEHIX
„ QQQQ
9.2 18.0 14.6
9.9
10.1 94 49 8 4 48 0.0 15.75 (85)
-Avg
Westwood SMidCap Institutional WHGMX
´ QQQQ
12.8 17.1 12.7 8.6 — 56 54 35 8 — 1.4 18.01 (90)
Avg
Mid-Cap Value
— 13.7 18.9 11.4 6.4 9.9 — — — — — 0.8 17.8 (91)
—
American Century Mid Cap Value Inv ACMVX
„ QQQQQ
12.8 20.5 12.3 9.4 — 67 35 31 8 — 1.7 13.66 (95)
Low
Appleseed APPLX
´ QQQQ
9.6 11.7
6.9
10.8
— 95 91 94 4 — 1.6 12.81 (74)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
15.9
19.4
14.0
9.2
13.3
15 53 11 9 1 0.5 15.23 (92)
-Avg
Delafield Fund DEFIX
„ QQQ
6.1
10.0 9.0 8.1 12.0 100 96 81 23 11 0.0 21.41 (87)
High
Fidelity Value FDVLX
ˇ QQ
14.3
23.2
11.5 5.0 10.1 29 13 49 68 54 1.2 18.90 (97)
+Avg
FPA Capital FPPTX
„ QQQ
6.3
8.2
9.9 7.7 10.7 99 97 75 33 45 0.2 19.56 (80)
+Avg
Franklin Balance Sheet Investment A FRBSX
—
Q
13.3 20.4 9.4
3.4 8.9
59 37 79 89 87 1.3 17.93 (91)
Avg
Perkins Mid Cap Value T JMCVX
ΠQQQ
11.4 13.3 8.3 5.5 11.0 84 89 86 65 33 0.7 14.77 (95)
Low
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
12.5 21.5 10.7 8.0 12.0 73 21 65 26 12 1.1 15.93 (96)
-Avg
Vanguard Selected Value Inv VASVX
ΠQQQQ
14.2 21.3 12.6 8.8 11.5 32 24 25 14 22 1.8 15.65 (95)
-Avg
Russell MidCap Growth Index
13.2 14.4 13.7 6.8 11.0
S&P MidCap 400 Index
14.2 18.8 13.8 8.4 11.7
Russell MidCap Value Index
15.5 23.7 13.7 7.5 11.9
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
