30
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
10-31-13
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)
— 28.0 32.3 15.2 17.5 8.1 — — — — — — 15.6 (84)
—
FPA Perennial FPPFX
ΠQQQ
23.1 28.9 14.7 17.5 8.6 91 84 64 53 56 0.0 16.31 (82)
Avg
Janus Enterprise T JAENX
´ QQQQ
23.2 30.8 16.0 18.7 10.9 91 66 42 34 15 0.0 12.99 (87)
Low
Madison Mid Cap Y GTSGX
—
QQQ
22.7 25.5 17.0 16.8 8.5 94 96 24 67 59 0.0 12.77 (91)
Low
Meridian Contrarian Legacy MVALX
Ø QQQ
28.3 34.0 16.8 14.1 8.9 46 32 26 94 52 0.3 14.24 (87)
-Avg
Meridian Growth Legacy MERDX
Ø QQQQ
21.4 25.2 14.8 18.9 9.7 97 96 61 31 34 0.3 14.46 (82)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
30.2 32.8 18.7 16.0 11.5 26 44 15 80 6 0.4 13.91 (81)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
47.4 52.2 23.2 26.2
— 1 1 1 1 — 0.0 16.65 (78)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
27.2 30.9 16.2 16.1 9.1 58 64 37 79 47 0.0 17.94 (87)
High
Royce Premier Invmt RYPRX
ΠQQQQ
20.4 23.8
14.1 17.1 11.8 98 98 69 62 3 1.0 16.32 (77)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
29.8 35.1 17.1 21.2 11.3 30 23 23 9 8 0.0 14.29 (89)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
30.4 32.4 12.5 16.5 7.6 24 46 88 72 76 0.0 17.12 (82)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
26.3 30.3 16.7 18.9 9.2 68 71 27 31 44 0.3 14.24 (86)
-Avg
Westport R WPFRX
ΠQQQQ
23.4 27.9 15.8 16.2 10.8 89 88 44 77 15 0.0 13.98 (88)
-Avg
Westport Select Cap R WPSRX
„ ]QQQ
32.3 41.0 14.6 15.1 8.5 13 3 66 87 58 0.0 16.91 (81)
+Avg
Mid-Cap Blend
— 27.7 33.0 15.7 17.6 8.7 — — — — — — 15.8 (88)
—
Ariel Appreciation Investor CAAPX
´ QQQ
36.9 43.3
17.9 22.5 8.9
3 4 18 3 53 0.6 18.77 (91)
High
Ariel Investor ARGFX
´ ]QQ
35.1 40.9 16.6 21.6
8.2
5 7 47 6 66 0.7 20.29 (87)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
36.0 42.9 17.8
23.2
11.6
4 5 20 1 3 0.7 18.82 (87)
+Avg
Fidelity Leveraged Company Stock FLVCX
„ QQQ
28.7 36.4 18.8 20.2
11.7
41 22 8 16 2 0.7 19.08 (88)
High
Fidelity Low-Priced Stock FLPSX
„ QQQQQ
29.0 34.5 17.7 20.5 10.9 38 32 23 13 9 0.9 13.82 (93)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
31.0 36.5 18.0 19.4 10.4 20 22 16 24 10 1.3 16.13 (91)
Avg
First Eagle Fund of America Y FEAFX
„ QQQQ
23.0 29.5 16.3 16.4 10.3 84 75 52 71 13 0.0 13.25 (85)
-Avg
FMI Common Stock FMIMX
ΠQQQQ
24.8 30.0 16.4 18.6 11.5 73 71 50 38 4 0.0 13.01 (86)
-Avg
Longleaf Partners Small-Cap LLSCX
ΠQQQQQ
25.0 29.3 20.1 22.4 10.8 71 77 2 3 9 0.1 13.44 (73)
-Avg
Osterweis OSTFX
ΠQQQQ
29.7 32.2 13.9
14.6
9.2 28 60 77 85 44 1.7 12.61 (90)
Low
Royce Value Svc RYVFX
´ QQQ
20.7 25.7 11.0
16.9 11.2 95 92 90 61 5 0.8 18.52 (80)
+Avg
RS Value A RSVAX
ˇ ]QQQ
30.2 34.7 13.2 16.7 9.7 23 29 82 64 26 0.9 17.04 (89)
+Avg
Vanguard Extended Market Idx Adm VEXAX
ΠQQQQ
31.1 37.0 18.4 19.7 10.3 20 18 13 19 11 1.3 16.34 (91)
+Avg
Vanguard Mid Cap Index Adm VIMAX
ΠQQQQ
28.6 33.8 16.9 19.7 10.2 42 39 41 20 17 1.1 14.85 (94)
Avg
Vanguard Strategic Equity Inv VSEQX
ˇ QQQ
33.0 38.9
20.3
19.0 8.9
9 11 1 32 53 1.2 16.44 (91)
+Avg
Weitz Hickory WEHIX
„ QQQQ
22.3 26.4 17.2 21.3 8.8 89 90 33 8 54 0.0 12.35 (84)
Low
Westwood SMidCap Institutional WHGMX
´ QQQQ
28.1 33.3 15.9 18.4 — 46 45 57 41 — 1.2 16.52 (90)
+Avg
Mid-Cap Value
— 28.6 33.1 16.1 17.7 9.1 — — — — — — 15.2 (91)
—
American Century Mid Cap Value Inv ACMVX
„ [QQQ
25.5 29.8 16.6 17.2 — 81 81 40 62 — 1.2 12.06 (94)
Low
Appleseed APPLX
´ [QQ
16.6 20.9 9.9
16.7 — 99 99 99 74 — 1.5 11.84 (68)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
30.5 36.2 18.0 19.9
12.5
29 22 23 16 1 0.4 13.31 (89)
-Avg
Delafield Fund DEFIX
„ ]QQQ
21.6 32.1 14.4 19.4 11.2 95 59 80 21 6 0.0 18.48 (81)
High
Fidelity Value FDVLX
ˇ ]QQQ
30.4 36.1 17.2 19.1 9.4 30 24 33 27 52 1.0 15.74 (95)
Avg
FPA Capital FPPTX
„ QQQ
20.6 24.9 14.6 18.1 9.2 97 93 77 46 57 0.1 16.65 (71)
+Avg
Franklin Balance Sheet Investment A FRBSX
ˇ QQ
28.1 33.9 15.2 15.2
8.2
55 44 68 86 80 1.2 15.13 (89)
Avg
Perkins Mid Cap Value T JMCVX
„ QQQ
21.7 24.3 11.9
13.9
9.6 95 94 96 95 43 0.6 13.08 (95)
-Avg
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
25.5 29.0 15.6 18.3 10.5 82 86 60 42 15 1.0 13.64 (95)
-Avg
Vanguard Selected Value Inv VASVX
ΠQQQQQ
33.8 36.4 18.7 20.1
11.0 12 21 14 13 8 1.6 13.32 (93)
-Avg
Russell MidCap Growth Index
28.7 33.9 17.2 20.3 9.6
S&P MidCap 400 Index
27.8 33.5 17.6 19.6 10.4
Russell MidCap Value Index
28.6 33.5 17.5 18.9 10.6
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
