398-399 / 499
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
American Funds Growth Fund of Amer R6
RGAGX
1.68 8.82 8.82 8.04 15.42 7.22 8.82 5.70 9.63 34.29 20.98
Morningstar Large Growth
-0.27 3.25 3.25 5.71 12.94 6.92 3.25 3.92 10.38 34.60 15.72
Rank in Category
23
10
10 13
8 44
10
37
60
50
7
BM Index - Russell 1000 Growth TR USD
1.01 7.08 7.08 8.55 14.50 8.33 7.08 5.67 13.05 33.48 15.26
T. Rowe Price Growth Stock I
PRUFX
0.10 1.58 1.58 7.04 15.21 7.93 1.58 10.93 8.83 39.20 18.92
Morningstar Large Growth
-0.27 3.25 3.25 5.71 12.94 6.92 3.25 3.92 10.38 34.60 15.72
Rank in Category
44
64
64 28
9 23
64
4
70
14
16
BM Index - Russell 1000 Growth TR USD
1.01 7.08 7.08 8.55 14.50 8.33 7.08 5.67 13.05 33.48 15.26
Vanguard Growth Index Adm
VIGAX
-0.42 6.12 6.12 7.60 14.05 8.14 6.12 3.30 13.63 32.40 17.01
Morningstar Large Growth
-0.27 3.25 3.25 5.71 12.94 6.92 3.25 3.92 10.38 34.60 15.72
Rank in Category
54
28
28 20
29 18
28
57
17
69
34
BM Index - Russell 1000 Growth TR USD
1.01 7.08 7.08 8.55 14.50 8.33 7.08 5.67 13.05 33.48 15.26
Vanguard Selected Value Inv
VASVX
8.84 16.34 16.34 5.98 14.27 7.48 16.34 -3.80 6.36 42.04 15.25
Morningstar Mid-Cap Value
6.80 18.06 18.06 6.84 13.81 6.76 18.06 -5.50 9.73 34.75 16.38
Rank in Category
20
63
63 72
42 26
63
33
84
5
71
BM Index - Russell Mid Cap Value TR USD
5.52 20.00 20.00 9.45 15.70 7.59 20.00 -4.78 14.75 33.46 18.51
Vanguard Mid Cap Index Adm
VIMAX
2.14 11.22 11.22 7.67 14.37 7.66 11.22 -1.34 13.76 35.15 15.99
Morningstar Mid-Cap Blend
5.31 14.14 14.14 5.89 13.31 6.75 14.14 -4.16 8.81 34.69 16.82
Rank in Category
91
74
74 31
39 37
74
20
11
41
64
BM Index - S&P MidCap 400 TR
7.42 20.74 20.74 9.04 15.33 9.16 20.74 -2.18 9.77 33.50 17.88
Vanguard Mid Cap Growth Inv
VMGRX
0.71 0.44 0.44 3.72 11.44 7.52 0.44 0.21 10.86 34.15 14.84
Morningstar Mid-Cap Growth
0.75 6.03 6.03 4.03 11.79 6.79 6.03 -0.66 7.19 35.36 14.49
Rank in Category
43
90
90 55
56 32
90
44
22
63
49
BM Index - Russell Mid Cap Growth TR USD
0.46 7.33 7.33 6.23 13.51 7.83 7.33 -0.20 11.90 35.74 15.81
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.