30
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
11-30-13
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)
— 30.7 32.8 14.8 20.6 8.1 — — — — — — 15.6 (86)
—
Madison Mid Cap Y GTSGX
—
QQQ
25.9 25.9 17.9 19.6 8.5 90 95 17 70 58 0.0 12.78 (91)
Low
Meridian Contrarian Legacy MVALX
´ QQQ
30.7 32.0 16.8 16.7 8.8 51 55 23 93 54 0.3 14.24 (87)
-Avg
Meridian Growth Legacy MERDX
´ QQQQ
24.6
25.2
14.8 21.4 9.6 94 96 53 39 38 0.3 14.46 (83)
-Avg
Neuberger Berman Genesis Inv NBGNX
„ QQQQ
33.5 34.2 18.2 18.8 11.3 23 34 15 81 8 0.4 13.86 (83)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
ΠQQQQQ
52.3 56.8 24.4 29.9
— 1 1 1 1 — 0.0 16.65 (78)
+Avg
Rainier Small/Mid Cap Equity Original RIMSX
ˇ QQ
29.9 31.9 15.6 19.5 9.0 58 56 41 71 48 0.0 17.89 (89)
High
Royce Premier Invmt RYPRX
Π[QQQ
23.6
25.4 13.9 19.2 11.6 96 95 66 76 4 1.0 16.29 (79)
Avg
T. Rowe Price Mid-Cap Growth RPMGX
ΠQQQQQ
32.3 34.6 16.5 24.0 11.3 30 31 27 10 8 0.0 14.23 (91)
-Avg
Turner Midcap Growth Investor TMGFX
ˇ QQ
33.5 34.5 11.4 19.8 7.6 23 32 93 65 74 0.0 16.96 (85)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
29.6 31.2 16.7 21.2 9.3 62 62 24 42 43 0.3 14.24 (87)
-Avg
Westport R WPFRX
ΠQQQQ
25.9 28.6 15.3 18.4 10.9 91 86 46 84 16 0.0 13.93 (90)
-Avg
Westport Select Cap R WPSRX
„ [QQ
34.9 39.5 13.9 18.2 8.4 17 9 67 86 61 0.0 16.84 (83)
+Avg
Mid-Cap Blend
— 30.7 33.8 15.8 20.7 8.7 — — — — — — 15.6 (89)
—
Ariel Appreciation Investor CAAPX
´ QQQ
39.9 44.2
18.8 26.5 9.0
4 4 11 2 45 0.6 18.75 (91)
High
Ariel Investor ARGFX
´ QQ
39.4 42.8 17.5
26.5
8.1
5 6 28 2 66 0.7 20.30 (88)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
38.5 42.0 17.4 26.1
11.6
7 8 29 4 2 0.7 18.80 (88)
High
Fidelity Leveraged Company Stock FLVCX
„ QQQ
31.3 36.6 18.5 25.7 11.4 42 24 14 7 3 0.7 19.06 (89)
High
Fidelity Low-Priced Stock FLPSX
„ QQQQQ
32.0 36.0 18.6 23.3 10.8 36 28 13 17 7 0.9 13.81 (93)
-Avg
Fidelity Spartan Extended Mkt Index Inv FSEMX
ΠQQQQ
34.2 37.7 17.8 22.9 10.2 19 20 24 20 11 1.3 16.11 (93)
+Avg
First Eagle Fund of America Y FEAFX
„ QQQQ
27.0 31.1 17.1 19.2 10.4 76 68 35 68 10 0.0 13.29 (86)
-Avg
FMI Common Stock FMIMX
ΠQQQQ
27.6 29.4 16.3 20.9 11.4 72 82 51 43 5 0.0 13.00 (87)
-Avg
Longleaf Partners Small-Cap LLSCX
Π[QQQQ
25.0
27.8
18.8 24.0 10.4 91 91 11 14 9 0.1 13.42 (73)
-Avg
Osterweis OSTFX
ΠQQQQ
31.0 32.6 14.5
16.4
8.8 46 55 72 91 52 1.7 12.56 (89)
Low
Royce Value Svc RYVFX
´ QQQ
25.0
27.8
10.7
19.6 11.2 91 91 93 63 6 0.7 18.48 (83)
+Avg
RS Value A RSVAX
ˇ [QQ
33.1 34.6 13.4 19.4 9.6 25 39 80 66 28 0.9 17.05 (90)
+Avg
Vanguard Extended Market Idx Adm VEXAX
ΠQQQQ
34.3 38.1 18.1 23.2 10.2 18 17 19 18 12 1.2 16.32 (92)
+Avg
Vanguard Mid Cap Index Adm VIMAX
ΠQQQQ
31.2 34.5 16.8 22.5 10.1 44 41 39 23 16 1.1 14.85 (94)
Avg
Vanguard Strategic Equity Inv VSEQX
ˇ ]QQQQ
37.3 40.7
20.6
22.9 8.8
7 10 4 20 51 1.2 16.46 (92)
+Avg
Weitz Hickory WEHIX
„ QQQQ
25.8 29.5 17.7 24.8 8.7 88 80 25 12 55 0.0 12.38 (84)
Low
Westwood SMidCap Institutional WHGMX
´ [QQQ
29.8 33.1 15.5 20.5 — 55 51 60 49 — 1.2 16.50 (90)
+Avg
Mid-Cap Value
— 31.5 34.6 16.4 20.3 9.1 — — — — — — 15.2 (90)
—
American Century Mid Cap Value Inv ACMVX
„ QQQ
27.4 30.0 16.7 19.0 — 85 84 44 76 — 1.2 12.06 (94)
Low
Appleseed APPLX
´ QQ
19.6 21.9 11.4
18.7 — 98 99 98 79 — 1.5 11.79 (69)
Low
Artisan Mid Cap Value Investor ARTQX
ΠQQQQQ
32.5 35.0 18.0 22.5
12.4
40 46 27 24 1 0.8 13.31 (89)
-Avg
Delafield Fund DEFIX
„ QQQ
24.1 30.9 14.4
23.2
11.1 92 79 83 16 5 0.0 18.48 (82)
High
Fidelity Value FDVLX
ˇ QQQ
32.7 36.9 17.6 22.6 9.3 38 28 30 23 54 1.0 15.73 (94)
Avg
FPA Capital FPPTX
„ QQQ
20.3 23.8 12.4 20.7 8.9 98 97 94 46 66 0.1 16.46 (73)
+Avg
Franklin Balance Sheet Investment A FRBSX
ˇ QQ
32.8 36.5 15.7 18.0
8.4
35 32 67 86 79 1.1 15.18 (90)
Avg
Perkins Mid Cap Value T JMCVX
„ QQQ
23.6 26.3 12.1
15.4
9.4 94 93 96 98 51 0.6 13.08 (95)
-Avg
T. Rowe Price Mid-Cap Value TRMCX
ΠQQQQ
27.1 29.7 15.8 20.6 10.4 87 85 64 48 15 1.0 13.64 (95)
-Avg
Vanguard Selected Value Inv VASVX
ΠQQQQQ
38.0 39.0 19.6
22.8 11.0 12 14 8 20 7 1.5 13.35 (93)
-Avg
Small Growth
— 37.4 40.5 17.2 22.0 7.9 — — — — — — 17.2 (84)
—
Artisan Small Cap Investor ARTSX
„ QQQQ
39.3 43.9 22.7 26.1 9.7 40 30 3 12 31 0.0 15.64 (71)
-Avg
ASTON/TAMRO Small Cap N ATASX
„ QQQ
27.5 33.2 15.0 20.9 9.8 95 90 87 76 27 0.0 16.96 (86)
Avg
Baron Small Cap Retail BSCFX
´ QQQQ
32.9 36.0 17.8 22.2 9.6 75 75 50 57 32 0.0 15.83 (87)
-Avg
Brown Capital Mgmt Small Co Inv BCSIX
ΠQQQQQ
46.6 50.6 22.8 26.8 12.3
7 6 3 10 2 0.0 17.00 (69)
Avg
Russell MidCap Growth Index
31.6 33.9 16.8 23.5 9.6
S&P MidCap 400 Index
29.5 32.3 16.9 22.3 10.2
Russell MidCap Value Index
29.9 33.3 17.8 21.7 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
