30
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
Mid-Cap Growth (cont’d)
— 4.6 8.3 15.5 15.8 8.9 — — — — — — 11.8 (74)
—
Janus Enterprise T JAENX
´ QQQQ
6.0 15.2 17.7 17.5 11.0 17 5 21 19 11 0.0 9.37 (75)
Low
Meridian Contrarian Legacy MVALX
´ QQQ
5.0 11.4 17.3 15.2 8.3 43 22 25 62 65 0.2 11.28 (76)
Avg
Neuberger Berman Genesis Inv NBGNX
´ QQQ
3.0 5.0 13.7 14.4 9.5 87 79 76 75 36 0.3 11.15 (72)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
Œ QQQQQ
6.0 13.9
28.1
22.2
14.1
16 7 1 1 1 0.2 14.47 (60)
High
Royce Premier Invmt RYPRX
1.4 -0.8
8.6
12.3 9.4 96 95 98 94 39 0.4 12.91 (65)
+Avg
Scotia Dynamic U.S. Growth I DWUGX
—
QQQQ
9.5
4.5 15.3
22.6
— 2 82 50 1 — 0.0 18.31 (28)
High
T. Rowe Price Mid-Cap Growth RPMGX
Œ QQQQQ
5.4 14.0 18.8 18.5 11.7 32 6 9 10 4 0.0 10.88 (76)
-Avg
Turner Midcap Growth Investor TMGFX
—
4.8 4.0 13.4 13.8 8.1 50 85 81 86 70 0.0 13.24 (70)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
—
QQQQ
5.4 13.4 16.9 18.0 10.5 34 10 29 13 18 0.1 11.44 (80)
Avg
Westport R WPFRX
—
QQQQ
2.3 9.6 13.3 14.3 10.2 92 41 82 78 24 0.0 10.43 (87)
Low
Mid-Cap Blend
— 3.2 9.1 16.2 15.1 8.2 — — — — — — 11.15 (80)
—
Ariel Appreciation Investor CAAPX
—
QQQ
4.2 12.6 20.3 17.0 9.2 15 18 6 19 34 0.6 13.42 (84)
High
Ariel Investor ARGFX
5.2
16.9 22.2
17.8 7.7
6 3 1 8 70 0.5 13.98 (79)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
2.9 8.6 19.5 16.5
11.2
67 58 12 34 1 0.1 13.8 (78)
High
Fidelity Spartan Extended Mkt Index Inv FSEMX
Œ QQQQ
4.0 8.2 17.8 17.2 10.0 19 63 33 17 7 1.2 11.79 (79)
+Avg
First Eagle Fund of America Y FEAFX
„ ]QQQQQ
3.1 9.4 17.9 16.4 10.0 61 51 30 37 6 0.3 10.04 (80)
-Avg
FMI Common Stock FMIMX
Œ QQQQ
3.1 8.6 14.0 14.8 10.5 63 56 82 64 4 0.1 10.18 (80)
-Avg
Longleaf Partners Small-Cap LLSCX
Œ QQQQQ
5.6
14.1 20.5 18.8 10.7
2 11 5 3 2 0.0 9.18 (61)
Low
Osterweis OSTFX
´ QQQ
5.2 9.6 16.1 12.8 7.8
6 50 59 85 68 1.3 10.06 (82)
-Avg
Vanguard Extended Market Idx Adm VEXAX
Œ QQQQ
4.0 8.1 17.9 17.4 9.8 22 65 31 14 11 1.3 11.83 (79)
+Avg
Vanguard Mid Cap Index Adm VIMAX
Œ [QQQQ
3.9 14.2 18.6 17.6 9.8 26 10 23 10 12 1.2 10.47 (89)
-Avg
Vanguard Strategic Equity Inv VSEQX
ˇ QQQQ
4.0 13.9 21.1
19.6
8.7 18 12 3 2 43 1.0 11.1 (85)
Avg
Weitz Hickory WEHIX
„ QQQ
4.0 7.3 14.0 16.1
7.2
22 72 83 45 73 0.0 9.25 (71)
Low
Westport Select Cap R WPSRX
—
0.1
7.0
12.6 12.1
7.9 97 74 87 87 65 0.0 14.01 (75)
High
Westwood SMidCap Institutional WHGMX
—
4.6
6.2
14.9 14.7 — 11 76 78 68 — 0.1 11.96 (81)
+Avg
Mid-Cap Value
— 2.6 10.3 17.0 15.2 8.3 — — — — — — 10.81 (83)
—
American Century Mid Cap Value Inv ACMVX
„ QQQQQ
1.8 16.5 18.5 16.0 10.5 80 3 28 37 6 1.0 8.91 (89)
Low
Artisan Mid Cap Value Investor ARTQX
Œ QQQ
2.8 4.5 13.5 14.2 9.5 43 94 88 78 18 0.6 10.99 (81)
Avg
Delafield Fund DEFIX
´ Q
-1.3 -5.3 8.8 10.9 8.3 98 98 98 95 58 0.0 13.62 (70)
High
Diamond Hill Small-Mid Cap A DHMAX
Œ QQQ
3.4 10.9 17.7 16.0 — 25 47 45 36 — 0.1 11.37 (76)
Avg
Fidelity Leveraged Company Stock FLVCX
„ ]QQQ
3.7
8.7 18.1 16.1 8.9 19 72 36 36 39 0.7 11.09 (78)
Avg
Fidelity Low-Priced Stock FLPSX
„ QQQQ
2.8 9.7 16.5 15.8 9.4 46 63 67 42 19 1.0 10.3 (88)
Avg
Fidelity Value FDVLX
—
QQQ
3.0 11.8 19.9 16.7 8.3 36 33 11 21 53 0.8 10.75 (87)
Avg
FPA Capital FPPTX
„ Q
-1.4 -5.7 5.8 10.3 6.9
98 98 99 98 84 0.0 12.94 (54)
+Avg
Harbor Mid Cap Value Investor HIMVX
—
QQQQ
2.9
15.2 21.5 17.5
9.0 42 9 3 10 36 0.7 11.32 (86)
+Avg
Perkins Mid Cap Value T JMCVX
„ QQQ
0.3 8.6 11.8 11.0 8.1 96 74 94 94 61 2.7 9.32 (87)
Low
T. Rowe Price Mid-Cap Value TRMCX
Œ QQQQ
3.3 12.0 18.0 14.8
9.7
29 28 38 67 12 0.9 10.21 (88)
Avg
Vanguard Selected Value Inv VASVX
Œ QQQQ
2.5 8.0 18.1 16.3 9.3 56 79 36 24 25 1.3 10.16 (85)
-Avg
Small Growth
— 4.1 4.2 15.5 16.5 8.7 — — — — — — 13.83 (62)
—
Artisan Small Cap Investor ARTSX
„ QQQ
1.1 -6.3 13.3 17.7 7.8 93 97 82 31 75 0.0 15.87 (36)
High
ASTON/TAMRO Small Cap N ATASX
2.3 1.5 10.8 13.8 8.6 83 72 96 88 56 0.0 14.09 (63)
Avg
Baron Small Cap Retail BSCFX
´ QQQ
4.3 4.8 15.9 16.1 8.5 46 46 43 58 57 0.0 12.17 (72)
-Avg
Brown Capital Mgmt Small Co Inv BCSIX
Œ QQQQQ
3.1 5.1 19.1 18.5 13.5 73 43 10 21 1 0.0 14.32 (47)
+Avg
Buffalo Small Cap BUFSX
´ ]QQQ
3.0
-3.9
14.6 12.7 8.0 75 93 68 93 72 0.0 13.46 (56)
Avg
Century Small Cap Select Inv CSMVX
8.2
5.2 13.4 17.2 7.0
1 42 81 37 86 0.0 13.97 (62)
Avg
Champlain Small Company Adv CIPSX
„ QQQQ
0.8 7.6 14.1 15.6 10.5 95 24 74 68 8 0.0 11.9 (61)
Low
Russell MidCap Growth Index
5.1 13.0 18.0 17.7 9.8
S&P MidCap 400 Index
3.9 11.1 17.2 17.0 10.1
Russell MidCap Value Index
2.6 13.4 19.3 17.3 9.4
Russell 2000 Growth Index
4.8 7.6 18.0 18.1 9.4
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