30
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
01-31-14
Total Return %
Category Rank
12-
Mo
Yld
%
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
Historical Performance
Historical Risk
Morningstar 500
Domestic Equity
Mid-Cap Growth (cont’d)
— -2.2 24.1 12.4 21.3 7.8 — — — — — — 15.6 (86)
—
Janus Enterprise T JAENX
´ QQQQ
-1.2 22.3 13.3 23.2 10.7 20 64 41 24 9 0.1 12.64 (86)
Low
Madison Mid Cap Y GTSGX
—
QQQ
-4.2 16.3 13.2 20.0 7.7 92 95 44 75 67 0.0 12.70 (91)
Low
Meridian Contrarian Legacy MVALX
´ QQQ
-3.9 22.3 13.5
17.1
7.9 88 63 37 94 63 0.4 14.28 (88)
-Avg
Meridian Growth Legacy MERDX
´ [QQQ
-3.7 16.5 11.3 21.7 8.9 86 95 72 47 45 0.0 14.37 (83)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
-4.6
23.6 14.2 19.9 10.7 96 53 28 76 10 0.5 13.83 (83)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
2.2
47.0 23.7 29.3
— 3 1 1 1 — 0.0 16.55 (75)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
-1.0 24.0 12.9 20.3 8.6 15 50 47 71 51 0.0 17.64 (87)
+Avg
Royce Premier Invmt RYPRX
ΠQQQ
-4.3
16.0
10.3 19.7 10.9 94 96 85 80 8 0.0 16.11 (78)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
-0.3 28.5 14.5 24.3 11.2
7 19 23 13 5 0.0 14.01 (88)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
-0.8 27.7 8.9 21.7 7.4 14 23 94 49 72 0.0 16.66 (83)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
-2.9 22.9 14.5 22.3 9.2 65 58 23 37 39 0.0 14.29 (88)
-Avg
Westport R WPFRX
ΠQQQQ
-3.9 17.7 12.2 18.9 9.9 89 92 60 87 25 0.0 14.06 (91)
-Avg
Westport Select Cap R WPSRX
„ QQ
-3.3 25.7 10.2 17.4 7.5 76 36 85 93 72 0.0 16.81 (83)
+Avg
Mid-Cap Blend
— -2.8 22.7 12.6 21.2 8.1 — — — — — — 15.6 (89)
—
Ariel Appreciation Investor CAAPX
´ QQQ
-4.7 27.9 15.2 27.6 8.3 91 13 12 2 53 0.8 18.75 (91)
High
Ariel Investor ARGFX
´ QQ
-4.9 26.9 13.3
29.1
7.4
93 18 49 1 68 0.6 20.18 (88)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
-1.8
30.7
15.2 27.7
10.9
16 8 12 2 1 0.0 18.64 (87)
High
Fidelity Leveraged Company Stock FLVCX
„ QQQ
-3.0 22.7 13.8 26.0 10.3 65 48 37 8 4 0.7 18.56 (88)
High
Fidelity Low-Priced Stock FLPSX
„ QQQQ
-3.4 23.6 14.9 22.5 10.0 77 37 18 34 7 0.8 13.75 (93)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
-1.9 26.8 15.0 24.0 9.8 17 20 15 17 11 1.0 15.86 (92)
+Avg
First Eagle Fund of America Y FEAFX
„ QQQQ
-1.5 23.5 14.7 19.1 9.9 10 37 22 78 8 0.2 13.20 (85)
-Avg
FMI Common Stock FMIMX
ΠQQQQ
-3.4 21.5 12.9 21.2 10.8 78 59 55 48 2 0.4 12.90 (87)
-Avg
Longleaf Partners Small-Cap LLSCX
ΠQQQQQ
-1.3
21.4 16.7 26.0 9.9 10 59 5 9 9 0.0 13.21 (72)
-Avg
Osterweis OSTFX
ΠQQQQ
-3.1 20.2 11.6
16.1
7.8 70 68 67 94 61 0.7 12.56 (89)
-Avg
Royce Value Svc RYVFX
´ [QQ
-5.2
17.8
6.8
18.9 10.0 95 89 95 80 7 0.0 18.48 (83)
+Avg
RS Value A RSVAX
ˇ ]QQQ
-3.0 24.1 10.4 19.9 9.0 65 31 76 66 32 0.2 16.74 (89)
+Avg
Vanguard Extended Market Idx Adm VEXAX
ΠQQQQ
-1.9 27.2 15.2 24.4 9.7 17 15 11 15 12 1.2 16.09 (91)
+Avg
Vanguard Mid Cap Index Adm VIMAX
ΠQQQQ
-2.3 23.8 13.7 23.3 9.6 38 34 39 23 18 1.2 14.66 (93)
Avg
Vanguard Strategic Equity Inv VSEQX
ˇ QQQQ
-2.0 29.9
17.7
23.8 8.4 22 9 4 18 52 1.2 16.40 (92)
+Avg
Weitz Hickory WEHIX
„ QQQQ
-3.7
17.8
14.1 24.0 7.5 85 89 30 17 64 0.0 12.20 (85)
Low
Westwood SMidCap Institutional WHGMX
´ QQQ
-3.3 21.5 11.9 21.1 — 75 59 64 50 — 0.4 16.30 (90)
+Avg
Mid-Cap Value
— -2.8 23.0 13.0 21.3 8.3 — — — — — — 15.2 (90)
—
American Century Mid Cap Value Inv ACMVX
„ QQQ
-2.1 20.2 13.3 20.0 — 19 84 44 74 — 1.3 11.60 (94)
Low
Appleseed APPLX
´ QQ
-2.0
10.7
9.5 17.6 — 16 99 92 92 — 0.0 11.62 (70)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
-4.6 20.6 14.1 21.5
11.4
96 78 34 50 2 0.4 13.58 (90)
-Avg
Delafield Fund DEFIX
„ QQQ
-5.1
16.8 10.3 23.9 10.2 97 91 86 17 7 0.0 18.45 (81)
High
Fidelity Value FDVLX
ˇ QQQ
-1.7 26.0 14.1
24.8
8.7 10 14 34 8 48 0.9 15.36 (93)
Avg
FPA Capital FPPTX
„ QQQ
-1.7
12.6 9.1 22.1 8.3
9 99 95 37 61 0.0 16.16 (71)
+Avg
Franklin Balance Sheet Investment A FRBSX
ˇ QQ
-5.0 21.7 11.8 19.3
7.6
97 62 71 80 79 1.2 15.16 (91)
Avg
Perkins Mid Cap Value T JMCVX
„ QQQ
-2.8 15.0
8.8 16.2
8.5 51 95 97 98 56 1.4 12.91 (94)
-Avg
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
-2.9 20.7 12.7 21.8 9.6 57 76 54 45 18 0.7 13.44 (94)
-Avg
Vanguard Selected Value Inv VASVX
Π[QQQQ
-3.6
29.9 15.9
22.3 9.9 81 6 9 36 9 1.2 13.34 (93)
-Avg
Small Growth
— -2.1 30.0 14.4 22.8 7.4 — — — — — — 17.2 (84)
—
Artisan Small Cap Investor ARTSX
„ ]QQQQQ
2.7
37.4 21.8 28.7 9.4
1 16 1 4 25 0.0 15.52 (67)
-Avg
ASTON/TAMRO Small Cap N ATASX
„ QQ
-3.8 15.6 10.9 20.7 8.4 82 97 91 84 57 0.0 16.91 (86)
Avg
Baron Small Cap Retail BSCFX
´ QQQQ
-3.5 25.0 14.7 22.6 9.4 77 72 54 62 26 0.0 15.92 (88)
-Avg
Russell MidCap Growth Index
-2.2 25.1 14.0 24.0 9.2
S&P MidCap 400 Index
-2.1 21.9 14.1 23.2 9.9
Russell MidCap Value Index
-1.7 22.1 14.5 23.4 9.8
Russell 2000 Growth Index
-1.7 32.1 16.4 24.1 8.7
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
