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Morningstar FundInvestor
August 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
67.93
47.9
68.14
45.6
62.44
43.4
Taxable Bond
82.11
64.8
80.93
60.3
67.26
50.9
International Stock
76.23
49.3
75.98
45.0
68.89
41.8
Municipal Bond
95.08
85.2
90.00
61.9
81.43
22.7
Balanced
90.94
63.4
92.95
58.0
92.91
55.4
Data through July 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Newly Issued Ratings
Return Data through July 31, 2013.
0
7500
15000
22500
30000
22,500
15,000
7,500
Growth of $10,000 (
08-2003 to 07-2013)
Vanguard Strategic Equity Inv VSEQX
QQQ
‰
p
Fund Return
(%)
147.48
p
Category Return
(%)
139.49
Process
¶
Neutral
Performance
¶
Neutral
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
0
9000
18000
27000
36000
Growth of $10,000 (
08-2003 to 07-2013)
DFA International Small Company DFISX
QQQ
•
0
7500
15000
22500
30000
Growth of $10,000 (
08-2003 to 07-2013)
RS Value A RSVAX
QQ
‰
0
10000
20000
30000
40000
Growth of $10,000 (
08-2003 to 07-2013)
Fidelity Real Estate Investment FRESX
QQQ
´
0
6000
12000
18000
24000
Growth of $10,000 (
05-2009 to 07-2013)
Vanguard FTSE All-Wld ex-US SmCp Idx VFSVX
Q
•
p
Fund Return
(%)
192.81
p
Category Return
(%)
193.31
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
p
Fund Return
(%)
197.27
p
Category Return
(%)
139.49
Process
¶
Neutral
Performance
¶
Neutral
People
∞
Positive
Parent
¶
Neutral
Price
¶
Neutral
p
Fund Return
(%)
182.71
p
Category Return
(%)
147.77
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
p
Fund Return
(%)
85.55
p
Category Return
(%)
88.77
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
27,000
18,000
9,000
30,000
20,000
10,000
22,500
15,000
7,500
18,000
12,000
6,000
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