19
Morningstar FundInvestor
July 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
64.6
55.9%
67.09
44.4%
62.21
43.0%
Taxable Bond
84.67
73.5%
80.34
63.2%
65.91
54.9%
International Stock
74.56
50.0%
75.36
28.0%
63.64
31.9%
Municipal Bond
95.05
71.4%
89.97
47.6%
74.77
19.0%
Balanced
89.25
60.9%
90.43
49.2%
88.17
58.1%
Data through June 30, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Rebound Bets Past and Present
Return Data through June 30, 2013.
0
7500
15000
22500
30000
22,500
15,000
7,500
Growth of $10,000 (
07-2003 to 06-2013)
Royce Low Priced Stock RYLPX
Q
•
0
5500
11000
16500
22000
16,500
11,000
5,500
Growth of $10,000 (
07-2003 to 06-2013)
TCW Total Return Bond I TGLMX
QQQQQ
´
p
Fund Return
(%)
115.22
p
Category Return
(%)
122.05
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
p
Fund Return
(%)
93.70
p
Category Return
(%)
48.23
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
0
3750
7500
11250
15000
Growth of $10,000 (
07-2003 to 06-2013)
FPA New Income FPNIX
QQ
•
0
25000
50000
75000
100000
Growth of $10,000 (
08-1999 to 06-2013)
Vanguard Precious Metals and Mining VGPMX
QQQQ
Œ
0
10000
20000
30000
40000
Growth of $10,000 (
02-2000 to 06-2013)
Oakmark Select OAKLX
QQQ
Œ
0
10500
21000
31500
42000
Growth of $10,000 (
07-2003 to 06-2013)
Janus Overseas T JAOSX
QQ
•
p
Fund Return
(%)
40.55
p
Category Return
(%)
38.97
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
p
Fund Return
(%)
266.73
p
Category Return
(%)
231.57
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
p
Fund Return
(%)
233.22
p
Category Return
(%)
35.73
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
p
Fund Return
(%)
177.75
p
Category Return
(%)
108.86
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
11,250
7,500
3,750
30,000
20,000
10,000
75,000
50,000
25,000
31,500
21,000
10,500
04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
00 01 02 03 04 05 06 07 08 09 10 11 12
00 01 02 03 04 05 06 07 08 09 10 11 12
04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
