30
Morningstar
500
Morningstar
Analyst Rating
Historical Risk
Historical Performance
Morningstar
Rating
Total Return %
05-31-13
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)
— 14.5 23.8 15.0 4.5 8.4 — — — — — — 18.2 (85)
—
FAM Value Inv FAMVX
´ QQQ
16.4 22.8 13.5 6.1 7.2 19 61 73 33 86 0.1 13.48 (87)
Low
Fidelity Mid-Cap Stock FMCSX
´ QQQ
17.1 28.4 15.2 5.5 9.4 12 15 50 44 47 0.9 17.46 (92)
Avg
FPA Perennial FPPFX
Π[QQQ
16.0 31.7 16.1 7.6 10.1 24 5 34 17 34 0.0 18.14 (84)
Avg
Janus Enterprise T JAENX
´ QQQQ
12.5 25.3 17.9 5.3 11.3 76 38 15 46 11 0.0 14.69 (88)
Low
Madison Mid Cap Y GTSGX
—
QQQQ
12.9 24.0 18.1 6.5 8.6 70 52 14 27 62 0.0 14.44 (92)
Low
Meridian Growth MERDX
ˇ QQQQQ
11.5 17.9 16.5 10.2 10.8 89 89 28 3 21 0.3 16.63 (87)
Avg
Meridian Value MVALX
ˇ QQQ
13.7 26.2 15.7 5.2 8.9 65 27 41 48 56 0.3 16.09 (91)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
13.5 23.3 15.8 4.7 11.4 66 56 38 56 9 0.5 14.98 (84)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
24.5 42.2
21.0
13.9
— 1 1 3 1 — 0.0 18.35 (84)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
14.9 24.9 16.1 1.8 10.0 45 42 33 88 35 0.0 19.63 (90)
High
Royce Premier Invmt RYPRX
ΠQQQQ
9.6
20.5 13.5 6.1
12.4
98 76 74 33 2 1.1 18.16 (82)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
16.0 25.5 16.7 8.0 11.6 26 35 25 16 7 0.0 16.11 (92)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
13.0 15.9 11.0 1.9 8.2 70 96 95 87 69 0.0 18.98 (88)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
15.5 23.9 17.9 7.2 10.2 36 53 15 20 31 0.3 16.20 (89)
-Avg
Westport R WPFRX
ΠQQQQ
12.3 21.3 15.7 6.3 11.1 80 72 42 30 15 0.0 15.44 (91)
-Avg
Westport Select Cap R WPSRX
„ QQQ
16.9 26.3 10.6 4.9 8.4 14 26 96 53 64 0.0 19.53 (83)
+Avg
Mid-Cap Blend
— 16.4 30.2 15.3 5.7 9.1 — — — — — — 18.8 (89)
—
Ariel Appreciation Investor CAAPX
´ ]QQQ
21.0 39.5 16.4
9.9
8.9
4 7 46 5 64 0.6 21.36 (93)
+Avg
Ariel Investor ARGFX
´ QQ
17.8 38.1 14.8 7.9
7.9
26 11 65 13 83 0.8 23.14 (91)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
22.3 42.8
17.2 8.3 11.9
3 3 24 10 6 0.7 20.37 (88)
+Avg
Fidelity Leveraged Company Stock FLVCX
„ QQ
17.3 39.5 17.1
2.3
13.2
34 7 26 89 2 0.3 21.65 (91)
High
Fidelity Low-Priced Stock FLPSX
„ QQQQQ
15.5 32.1 17.2 7.8 11.6 69 32 21 13 9 1.0 15.26 (95)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
16.9 30.6 17.1 7.5 11.0 40 42 27 15 13 1.5 18.00 (94)
+Avg
First Eagle Fund of America Y FEAFX
—
QQQQQ
12.3 29.7 17.4 5.9 10.1 92 54 17 43 35 0.0 14.27 (87)
-Avg
Longleaf Partners Small-Cap LLSCX
ΠQQQQQ
18.1 37.7 18.5 9.3 11.8 22 11 7 6 7 0.1 16.15 (82)
-Avg
Osterweis OSTFX
ΠQQQQQ
17.8 29.7 13.7 6.3 9.1 26 54 77 37 60 1.9 12.83 (88)
Low
Royce Value Svc RYVFX
´ QQQ
10.0 24.3 11.1
3.5 12.3 96 86 90 80 4 0.8 19.47 (82)
+Avg
RS Value A RSVAX
ˇ QQQ
19.9 37.0 12.6 3.4 11.5 11 13 83 81 9 0.9 18.46 (91)
+Avg
Vanguard Extended Market Idx Adm VEXAX
ΠQQQQ
16.8 31.2 17.2 7.5 10.9 43 37 23 17 13 1.4 18.17 (94)
+Avg
Vanguard Mid Cap Index Adm VIMAX
ΠQQQQ
16.9 29.7 17.0 6.5 10.7 40 56 31 33 21 1.2 16.59 (95)
Avg
Vanguard Strategic Equity Inv VSEQX
ˇ QQQ
18.8 34.6
18.8
6.0 9.4 14 20 6 41 49 1.4 18.25 (93)
+Avg
Weitz Hickory WEHIX
„ QQQQ
12.4 26.0 17.1 9.8 9.5 91 82 28 5 49 0.0 15.53 (88)
-Avg
Westwood SMidCap Institutional WHGMX
´ QQQQ
15.1 30.0 16.2 7.9 — 74 50 48 12 — 1.3 17.38 (90)
Avg
Mid-Cap Value
— 17.0 31.3 15.5 6.2 9.4 — — — — — — 17.8 (91)
—
American Century Mid Cap Value Inv ACMVX
„ QQQQQ
15.6 30.6 15.9 9.4 — 68 62 45 8 — 1.6 12.87 (94)
Low
Appleseed APPLX
´ [QQQ
11.8 25.8
9.9
10.8
— 97 87 98 4 — 1.6 12.18 (71)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
18.2
31.1
17.1
8.4
12.6
30 54 17 18 1 0.5 14.64 (92)
-Avg
Delafield Fund DEFIX
„ QQQ
12.0 27.0 14.0 8.0 11.7 97 85 76 24 8 0.0 20.94 (87)
High
Fidelity Value FDVLX
ˇ QQ
18.2
37.6
16.5 5.2 9.5 31 8 27 64 56 1.1 17.88 (96)
+Avg
FPA Capital FPPTX
„ QQQ
9.6 24.1
14.3 7.0 10.0 99 92 73 44 47 0.1 18.78 (78)
+Avg
Franklin Balance Sheet Investment A FRBSX
—
Q
17.2 36.0 13.8
3.6 8.7
43 12 78 87 79 1.3 17.18 (91)
Avg
Perkins Mid Cap Value T JMCVX
ΠQQQ
13.5 24.1 11.5 5.1 10.3 94 92 93 66 39 0.6 14.08 (94)
Low
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
14.9 33.1 14.1 7.9 11.1 82 31 74 25 16 1.1 15.24 (96)
-Avg
Vanguard Selected Value Inv VASVX
ΠQQQQ
17.6 32.2 16.2 8.7 10.7 37 41 39 14 27 1.8 15.09 (96)
-Avg
Russell MidCap Growth Index
16.1 26.8 17.4 6.3 10.2
S&P MidCap 400 Index
16.7 30.0 17.5 7.7 11.1
Russell MidCap Value Index
17.5 33.9 17.5 7.1 11.1
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
