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Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
02-28-15
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
Large Growth
— 4.5 11.9 16.7 15.4 8.4 — — — — — — 10.87 (82)
—
Amana Growth Investor AMAGX
„ QQQQ
3.3 14.3 14.0 12.9 10.0 80 29 89 89 15 0.3 9.92 (87)
-Avg
American Century Growth Inv TWCGX
ˇ QQQ
4.2 13.3 15.1 15.0 8.8 54 38 78 62 37 0.3 9.97 (89)
-Avg
American Century Ultra Inv TWCUX
´ QQQ
5.2 13.2 17.4 16.5 7.6 28 38 40 29 72 0.3 11.07 (82)
Avg
American Funds AMCAP A AMCPX
ΠQQQ
3.7 11.3 18.6 16.1 8.8 70 55 19 38 37 0.0 9.43 (88)
Low
American Funds Growth Fund of Amer A AGTHX
´ QQQ
4.3 10.5 18.0 14.8 8.5 53 64 28 65 43 0.3 9.69 (86)
-Avg
American Funds New Economy A ANEFX
ΠQQQQ
4.2 4.4 19.5 16.2 9.9 55 95 9 34 15 0.5 10.23 (75)
-Avg
ASTON/Montag & Caldwell Growth N MCGFX
´ QQQ
2.9 10.3 14.2 12.5 7.9 85 67 88 93 64 0.2 9.17 (86)
Low
Calamos Growth A CVGRX
ˇ Q
5.2 9.5
13.5
13.4 6.7 27 75 92 84 88 0.0 12.54 (75)
High
ClearBridge Aggressive Growth A SHRAX
„ QQQQ
4.6 11.8 22.5 19.9 9.6 43 51 1 2 21 0.0 11.24 (79)
+Avg
Fidelity FFIDX
ˇ QQQ
4.3 14.1 17.1 14.9 7.9 52 30 47 63 62 0.6 10.06 (94)
-Avg
Fidelity Blue Chip Growth FBGRX
´ QQQQQ
5.6 15.2 20.2 18.6 10.0 21 22 4 5 14 0.1 11.63 (81)
+Avg
Fidelity Capital Appreciation FDCAX
´ QQQQ
5.2 12.0 19.7 17.1 9.2 29 49 7 19 28 0.2 9.65 (75)
-Avg
Fidelity Contrafund FCNTX
„ [QQQQ
4.6 11.0 17.3 16.3 10.0 44 59 43 33 15 0.2 9.82 (85)
-Avg
Fidelity Focused Stock FTQGX
—
QQQQ
4.2
1.9
17.0 17.3 9.7 56 98 49 15 18 0.1 11.74 (73)
+Avg
Fidelity Growth Company FDGRX
„ QQQQQ
6.3 14.3 19.6 19.6 12.0 12 29 8 2 2 0.1 12.24 (73)
High
Fidelity Growth Discovery FDSVX
—
QQQQ
5.2 8.7 17.7 18.2 9.4 28 81 34 8 23 0.1 10.92 (67)
Avg
Fidelity Independence FDFFX
—
QQQ
5.5 7.7 19.3 16.6 9.8 22 87 10 27 17 0.1 12.28 (67)
High
Fidelity Magellan FMAGX
ˇ QQ
3.8 14.7 18.9 13.8
6.2
67 26 15 81 93 0.7 10.48 (92)
Avg
Fidelity New Millennium FMILX
´ QQQQ
1.9 4.2 16.1 16.2 10.1 96 96 65 36 13 0.6 10.65 (86)
Avg
Fidelity OTC Portfolio FOCPX
´ QQQQQ
6.5 14.8 20.8 19.9
12.8
10 25 3 2 1 0.0 14.06 (56)
High
Harbor Capital Appreciation Instl HACAX
ΠQQQQ
6.8 11.5 18.0 16.7 9.8
6 54 29 25 18 0.1 11.82 (71)
+Avg
Janus Research T JAMRX
ˇ QQQQ
6.2 17.9 19.1 17.4 10.2 13 6 12 14 11 0.2 10.2 (86)
Avg
Janus T JANSX
ˇ QQQ
6.9
18.8
17.6 14.4 8.0
5 4 37 70 59 0.0 9.9 (84)
-Avg
Janus Twenty T JAVLX
ˇ QQQ
2.3 10.5 15.8 12.6 10.1 93 63 69 92 12 0.5 10.54 (82)
Avg
Jensen Quality Growth J JENSX
„ QQQ
2.9 15.3 17.1 13.9 7.8 86 20 46 79 65 0.9 9.76 (91)
-Avg
Lateef A LIMAX
—
3.7 7.4 14.8 14.9 — 68 88 82 63 — 0.1 11.7 (81)
+Avg
Laudus US Large Cap Growth LGILX
´ QQQQ
4.6 10.5 17.4 17.4 11.2 43 64 41 14 4 0.0 11.98 (74)
+Avg
Litman Gregory Masters Equity Instl MSEFX
—
1.9 10.0 16.2 14.7 6.6 95 69 63 67 90 0.0 11.06 (84)
Avg
LKCM Equity Instl LKEQX
„ QQQ
1.7
7.1 14.7 14.8 8.5 97 90 83 66 45 0.7 10.23 (93)
-Avg
Manning & Napier Equity EXEYX
ΠQQ
3.1 7.3 15.5
12.4
8.2 82 89 73 93 53 0.0 11.31 (83)
Avg
Marsico Focus MFOCX
ˇ QQQ
4.3 11.8 17.3 15.9 8.3 53 51 42 43 51 0.0 10.96 (70)
Avg
Marsico Growth MGRIX
ˇ [QQ
3.5 8.7 15.4 15.5 7.2 76 82 76 50 81 0.0 10.85 (73)
Avg
MFS Research A MFRFX
2.9 11.6 17.0 15.1 8.3 85 54 50 58 49 0.6 9.68 (97)
-Avg
Morgan Stanley Inst Growth A MSEGX
ΠQQQQ
8.2
8.3 19.7 19.2 11.0
2 84 7 3 5 0.0 13.84 (55)
High
PRIMECAP Odyssey Growth POGRX
ΠQQQQQ
3.7 11.1 20.8 16.5 10.6 69 58 3 28 7 0.6 11.48 (75)
+Avg
RiverPark/Wedgewood Retail RWGFX
„ QQQ
2.4 9.7 15.5 — — 92 72 73 — — 0.0 10.25 (82)
-Avg
Sequoia SEQUX
ΠQQQQQ
8.1 12.0 18.7 18.8 10.0
3 49 17 5 14 0.0 9.32 (64)
Low
T. Rowe Price Blue Chip Growth TRBCX
„ QQQQQ
6.5 12.3 19.9 18.8 9.9
9 46 6 5 17 0.0 11.48 (74)
+Avg
T. Rowe Price Growth & Income PRGIX
—
QQQ
2.3 14.2 17.6 15.0 7.7 92 30 36 60 68 0.9 9.54 (97)
Low
T. Rowe Price Growth Stock PRGFX
ˇ QQQQ
6.5 11.9 19.0 18.0 9.7
9 51 13 9 18 0.0 11.17 (72)
+Avg
T. Rowe Price New America Growth PRWAX
´ QQQQ
6.4 12.9 18.2 16.7 10.1 11 41 25 24 13 0.0 10.8 (74)
Avg
T. Rowe Price Spectrum Growth PRSGX
4.5 8.3 14.4 14.0 8.0 46 84 86 78 59 1.1 10.05 (88)
-Avg
Touchstone Sands Capital Select Growth Z PTSGX
´ QQQQ
1.9 3.7 17.4
20.1
10.7 96 96 40 1 6 0.0 14.01 (60)
High
Vanguard Capital Opportunity Inv VHCOX
ΠQQQQQ
4.1 15.3
24.5
17.0 11.2 58 20 1 20 4 0.5 11.0 (72)
+Avg
Vanguard Growth Index Adm VIGAX
„ QQQQ
4.7 16.2 18.3 17.3 9.4 41 14 23 15 25 1.1 10.11 (91)
-Avg
Vanguard Morgan Growth Inv VMRGX
ˇ QQQ
5.2 12.8 17.0 16.2 8.7 29 42 49 35 40 0.6 10.77 (86)
Avg
Vanguard PRIMECAP Core Inv VPCCX
ΠQQQQQ
2.8 17.5 21.4 17.1 10.6 87 8 2 19 7 1.1 9.09 (88)
Low
Vanguard PRIMECAP Inv VPMCX
ΠQQQQQ
3.6 17.1 22.4 17.4 10.7 74 10 1 15 6 1.0 9.4 (87)
Low
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
Russell 1000 Growth Index
5.0 16.1 17.8 17.0 9.1
S&P 500 Index
2.6 15.4 17.9 16.1 7.9