30
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
08-31-13
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)
— 18.2 21.9 18.0 7.2 7.7 — — — — — — 16.6 (87)
—
Fidelity Mid-Cap Stock FMCSX
´ QQQ
21.6 24.0 20.6 9.0 8.9 14 32 18 29 43 0.8 15.30 (92)
-Avg
FPA Perennial FPPFX
ΠQQQ
16.5 23.8 19.0 9.0 8.4 68 34 37 29 52 0.0 17.72 (86)
+Avg
Janus Enterprise T JAENX
´ QQQQ
15.5 22.9 19.1 7.8 10.6 81 43 35 47 12 0.0 14.31 (89)
-Avg
Madison Mid Cap Y GTSGX
—
QQQQ
14.2 19.5 19.7 8.6 8.0 89 74 26 37 58 0.0 13.84 (92)
Low
Meridian Growth Legacy MERDX
Ø QQQQ
13.4
17.2
18.4 11.0 9.7 93 86 46 12 28 0.3 15.83 (85)
-Avg
Meridian Value Legacy MVALX
Ø QQQ
17.7 24.2 19.1 6.6 8.4 56 30 36 66 52 0.3 15.14 (90)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
18.1 23.9 19.5 6.6 10.8 50 34 27 68 9 0.5 14.48 (83)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
35.7 38.0 27.0 17.1
— 1 1 1 1 — 0.0 17.70 (83)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
17.4 21.7 18.9
4.1
8.8 57 52 38 91 46 0.0 18.88 (90)
High
Royce Premier Invmt RYPRX
ΠQQQQ
12.5
20.4 17.3 7.7 11.3 97 66 65 49 3 1.1 17.43 (81)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
20.6 24.9 20.0 10.7 11.0 21 22 22 13 7 0.0 15.42 (91)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
20.3 20.1 15.6 6.0 7.4 24 69 84 75 71 0.0 18.14 (85)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
18.5 21.4 20.5 9.8 9.1 47 55 19 20 41 0.3 15.55 (89)
-Avg
Westport R WPFRX
ΠQQQQ
14.1 17.7 18.0 8.4 10.2 89 85 52 39 18 0.0 14.79 (90)
-Avg
Westport Select Cap R WPSRX
„ QQQ
17.7 25.2 16.1 6.3 7.6 54 19 79 72 67 0.0 18.06 (83)
+Avg
Mid-Cap Blend
— 18.0 24.6 18.0 7.7 8.4 — — — — — — 16.6 (90)
—
Ariel Appreciation Investor CAAPX
´ QQQ
23.9 33.3 20.3 11.7 8.3
5 3 19 4 56 0.6 19.78 (92)
High
Ariel Investor ARGFX
´ QQ
21.3
33.4
18.8 10.3
7.2
12 3 49 8 79 0.8 21.33 (89)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
25.5
31.6 20.4 11.1 11.2
3 7 17 6 4 0.7 19.90 (89)
+Avg
Fidelity Leveraged Company Stock FLVCX
„ ]QQQ
19.0 30.7 21.9 5.6
11.9
37 11 4 79 2 0.3 19.86 (90)
High
Fidelity Low-Priced Stock FLPSX
„ QQQQQ
18.9 25.2 19.6 10.6 10.7 37 39 29 8 8 1.0 14.50 (94)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
20.2 26.7 20.7 9.6 10.1 21 29 15 10 11 1.5 17.00 (94)
+Avg
First Eagle Fund of America Y FEAFX
—
QQQQ
14.4 22.5 18.1 7.7 9.9 90 72 57 48 16 0.0 13.80 (87)
-Avg
Longleaf Partners Small-Cap LLSCX
ΠQQQQQ
18.5 27.1 21.9 12.4 10.9 43 26 4 2 5 0.1 13.95 (76)
-Avg
Osterweis OSTFX
ΠQQQQ
19.0 22.4 14.3 7.1 8.7 37 74 85 58 50 1.8 12.83 (91)
Low
Royce Value Svc RYVFX
´ [QQ
9.5 17.1 13.3 4.6
10.6 97 93 88 88 9 0.8 19.28 (84)
+Avg
RS Value A RSVAX
ˇ QQ
20.3 29.1 14.8 5.7 9.6 19 16 83 78 26 0.9 17.66 (90)
+Avg
Vanguard Extended Market Idx Adm VEXAX
ΠQQQQ
20.3 27.1 20.9 9.4 10.1 21 27 13 11 11 1.4 17.17 (93)
+Avg
Vanguard Mid Cap Index Adm VIMAX
ΠQQQQ
19.0 24.9 19.4 9.1 9.9 35 41 35 18 15 1.2 15.71 (95)
-Avg
Vanguard Strategic Equity Inv VSEQX
ˇ QQQ
20.6 27.0
22.4
8.3 8.5 15 27 3 40 53 1.4 17.17 (92)
+Avg
Weitz Hickory WEHIX
„ QQQQ
17.0 23.2 21.6
13.1
9.0 60 62 6 1 41 0.0 14.09 (86)
-Avg
Westwood SMidCap Institutional WHGMX
´ QQQQ
17.9 25.7 18.0 9.4 — 49 35 59 14 — 1.3 17.15 (91)
+Avg
Mid-Cap Value
— 18.8 25.4 18.1 8.2 8.8 — — — — — — 15.9 (92)
—
American Century Mid Cap Value Inv ACMVX
„ [QQQQ
16.4 23.1 17.1 10.1 — 79 72 71 18 — 1.5 12.40 (94)
Low
Appleseed APPLX
´ QQQ
14.5 18.0
12.0
11.2 — 92 92 99 7 — 1.5 12.18 (72)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
21.4 27.7 19.7 10.2
12.3
19 32 24 17 1 0.5 13.94 (91)
-Avg
Delafield Fund DEFIX
„ QQ
13.0 24.0 17.6 9.1 10.6 95 64 58 36 10 0.0 19.47 (85)
High
Fidelity Value FDVLX
ˇ QQ
19.8 28.5 19.4 7.3 8.9 35 24 27 67 57 1.1 16.43 (95)
Avg
FPA Capital FPPTX
„ QQQ
11.6 15.0
17.9 8.5 8.5 97 98 55 49 67 0.1 17.70 (74)
+Avg
Franklin Balance Sheet Investment A FRBSX
—
QQ
18.8
29.6
17.0
6.0 7.9
49 15 71 86 81 1.3 15.64 (90)
Avg
Perkins Mid Cap Value T JMCVX
„ QQQ
14.0 17.4 13.3 6.2 9.3 94 94 95 83 44 0.6 13.60 (95)
-Avg
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
15.3 21.2 16.7 9.4 10.3 90 83 75 32 16 1.1 14.26 (95)
-Avg
Vanguard Selected Value Inv VASVX
ΠQQQQQ
23.0
29.3
20.2 11.2
10.6 10 17 20 7 10 1.7 13.92 (94)
-Avg
Russell MidCap Growth Index
19.5 24.0 20.3 9.1 9.4
S&P MidCap 400 Index
17.1 23.7 19.7 9.4 10.1
Russell MidCap Value Index
18.0 25.4 19.1 8.9 10.4
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
