19
Morningstar FundInvestor
February 2
014
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
68.42
55.56
72.49
52.68
67.62
47.87
Taxable Bond
85.42
79.49
68.96
57.14
70.69
55.38
International Stock
80.53
56.25
68.12
43.64
69.21
32.08
Municipal Bond
95.25
81.48
43.85
31.82
60.76
28.57
Balanced
92.19
64.71
85.24
56.25
91.45
59.09
Data through Jan. 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Laggards in 2013
Return Data through Jan. 31, 2014.
0
5500
11000
16500
22000
Royce Low Priced Stock Service
RYLPX
Fund Return
%
CategoryReturn
%
119.48
84.61
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
¶
Neutral
Fund Return
%
CategoryReturn
%
73.63
52.72
QQ
´
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
CategoryReturn
%
82.25
104.96
Q
•
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
CategoryReturn
%
117.15
80.77
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
CategoryReturn
%
163.58
84.44
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
0
7000
14000
21000
28000
0
6000
12000
18000
24000
First Eagle US Value
FEVAX
0
5000
10000
15000
20000
Appleseed
APPLX
Amana Growth Investor
AMAGX
0
6500
13000
19500
26000
Virtus Foreign Opportunities
JVIAX
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2007 2008 2009 2010 2011 2012 2013
04 2005 2007 2009 2011 2013
21,000
14,000
7,000
18,000
12,000
6,000
16,500
1,100
5,500
25,000
10,000
5,000
19,500
13,000
6,500
