165 / 772
19
Morningstar FundInvestor
April
2015
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
70.98
37.75
70.16
37.18
80.18
42.61
Taxable Bond
76.26
43.56
66.88
38.56
68.04
32.37
International Stock
83.29
43.33
82.54
40.70
84.97
36.87
Municipal Bond
71.39
43.75
46.62
23.33
49.39
19.23
Balanced
89.77
54.07
89.04
51.50
88.28
53.75
Data through March 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Medalists Limiting New Investments
Return data through March 31, 2015.
Fund Return
%
Category Return
%
113.37
84.80
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
182.76
87.80
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
171.30
97.45
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
§
Negative
0
8000
16000
24000
32000
0
10000
20000
30000
40000
Vanguard Wellington™ Fund Investor Shares
AMG Yacktman Focused Fund Service Class
0
8000
16000
24000
32000
Wasatch Small Cap Growth Fund
05 2007 2009 2011 2013 15
24,000
16,000
8,000
30,000
20,000
10,000
24,000
16,000
8,000
2001 2003 2005 2007 2009 2011 2013
08 2009 2010 2011 2012 2013 2014 15
0
6500
13000
19500
26000
AMG Yacktman Fund Service Class
Fund Return
%
CategoryReturn
%
55.46
57.67
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
11
2012
2013
2014
15
19,500
13,000
6,500
Fund Return
%
Category Return
%
347.24
199.75
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
0
12000
24000
36000
48000
Oakmark Global Fund Class I
2004 2006 2008 2010 2012 2014
36,000
24,000
12,000