19
Morningstar FundInvestor
December
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
67.93
50.72
69.06
49.11
69.11
45.74
Taxable Bond
83.74
78.21
71.41
60.00
72.28
57.81
International Stock
81.53
51.52
70.59
47.27
73.22
32.08
Municipal Bond
95.20
77.78
40.56
31.82
89.20
27.27
Balanced
92.21
63.77
86.49
51.61
91.37
59.09
Data through Nov. 30, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
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.
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
68.35
57.14
69.81
50.88
65.27
48.45
Taxable Bond
82.83
71.60
79.34
54.93
68.40
50.77
International Stock
81.80
50.77
75.49
40.74
70.84
43.40
Municipal Bond
94.59
77.78
90.03
61.90
88.27
36.36
Balanced
91.05
65.22
92.91
57.58
92.91
56.25
Data through Aug. 31, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
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
68.50
51.80
68.28
50.44
66.38
46.39
Taxable Bond
70.28
78.48
67.64
64.29
58.52
55.38
International Stock
81.16
50.77
69.00
42.86
79.80
35.85
Municipal Bond
92.41
77.78
86.16
54.55
81.75
36.36
Balanced
89.13
65.71
94.12
57.58
94.81
58.73
Data through Sept. 30, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Corrected Past-Performance Calculations
August 2013 Issue
September 2013 Issue
October 2013 Issue
