(PUB) Morningstar FundInvestor - page 697

19 Morningstar FundInvestor June 2013
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 68.36 55.9 66.63 44.4 65.01 43.0
Taxable Bond 82.94 73.5 81.66 63.2 70.72 54.9
International Stock 75.6 50.0 79.06 28.0 66.42 31.9
Municipal Bond 94.39 71.4 84.02 47.6 61.83 19.0
Balanced 91.25 60.9 93.78 49.2 92.93 58.1
Data through May 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Return Data through May 31, 2013.
0
7500
15000
22500
30000 Growth of $10,000 (06-2003 to 05-2013)
AllianzGI Technology Institutional DRGTX QQQQ •
0
5500
11000
16500
22000 Growth of $10,000 (03-2006 to 05-2013)
PRIMECAP Odyssey Aggressive Growth POAGX QQQQQ Œ
0
10000
20000
30000
40000
30,000
20,000
10,000
Growth of $10,000 (08-1999 to 05-2013)
Vanguard Capital Opportunity Inv VHCOX QQQQ Œ
0
6500
13000
19500
26000 Growth of $10,000 (06-2003 to 05-2013)
Matthews Japan Investor MJFOX QQ ´
0
10500
21000
31500
42000 Growth of $10,000 (06-2003 to 05-2013)
RS Global Natural Resources RSNRX QQQQ •
03 04 05 06 07 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
03 04 05 06 07 08 09 10 11 12
06 07 08 09 10 11 12
00 01 02 03 04 05 06 07 08 09 10 11 12 0
5500
11000
16500
22000
16,500
11,000
5,500
Growth of $10,000 (06-2003 to 05-2013)
Vanguard Long-Term Treasury Inv VUSTX QQQ •
p Fund Return (%) 179.85
p Category Return (%) 112.39
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ¶ Neutral
Price § Negative
p Fund Return (%) 105.37
p Category Return (%) 43.72
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
p Fund Return (%) 285.56
p Category Return (%) 29.35
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
p Fund Return (%) 107.70
p Category Return (%) 55.11
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ∞ Positive
Price ¶ Neutral
p Fund Return (%) 256.37
p Category Return (%) 157.83
Process ∞ Positive
Performance ∞ Positive
People ∞ Positive
Parent ¶ Neutral
Price ¶ Neutral
p Fund Return (%) 80.51
p Category Return (%) 80.28
Process ∞ Positive
Performance ¶ Neutral
People ∞ Positive
Parent ∞ Positive
Price ∞ Positive
22,500
15,000
7,500
19,500
13,000
6,500
16,500
11,000
5,500
31,500
21,000
10,500