19
Morningstar FundInvestor
November
2013
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
68.1
54.68
69.81
53.57
68.77
48.42
Taxable Bond
83.25
78.48
73.86
63.38
68.31
56.25
International Stock
83.39
51.52
73.14
46.30
73.58
37.74
Municipal Bond
95.17
77.78
52.73
27.27
88.89
38.10
Balanced
92.18
64.29
91.88
53.85
91.41
57.58
Data through Oct. 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Low Risk Medalists
Return Data through Oct. 31, 2013.
0
7000
14000
21000
28000
American Century Equity Income Inv
TWEIX
Fund Return
%
Category Return
%
99.72
89.15
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
129.93
91.01
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
108.21
92.32
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
¶
Neutral
Fund Return
%
Category Return
%
111.38
27.52
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
103.63
95.68
QQQQQ
´
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
§
Negative
0
7000
14000
21000
28000
0
7000
14000
21000
28000
Matthews Asia Dividend Investor
MAPIX
0
7000
14000
21000
28000
First Eagle US Value A
FEVAX
Akre Focus Retail
AKREX
0
7000
14000
21000
28000
ASTON/Montag & Caldwell Growth N
MCGFX
2010
2011
2012
2013
07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
04 05 06 07 08 09 10 11 12 13
21,000
14,000
7,000
21,000
14,000
7,000
21,000
14,000
7,000
21,000
14,000
7,000
21,000
14,000
7,000
