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30
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
03-31-15
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)
—
5.4 11.2 15.0 14.5 9.2 — — — — — — 11.78 (73)
—
Janus Enterprise T JAENX
´ QQQQ
7.0 17.3 17.2 16.5 11.3 19 5 20 15 11 0.0 9.37 (74)
Low
Meridian Contrarian Legacy MVALX
´ QQQ
5.6 10.9 16.8 14.1 8.5 49 57 25 58 68 0.2 11.29 (76)
Avg
Neuberger Berman Genesis Inv NBGNX
´ QQQ
4.3 5.4 13.6 13.6 9.6 72 90 67 66 41 0.3 11.15 (70)
-Avg
PRIMECAP Odyssey Aggressive Growth POAGX
Œ QQQQQ
5.9 18.0
26.4 20.6 14.4
39 4 1 1 1 0.2 14.48 (60)
High
Royce Premier Invmt RYPRX
2.6
0.0 9.1
11.2 9.8 92 97 97 93 36 0.4 12.9 (64)
+Avg
Scotia Dynamic U.S. Growth I DWUGX
—
[QQQ
8.9
17.6 12.8 20.4 — 3 4 82 1 — 0.0 18.1 (27)
High
T. Rowe Price Mid-Cap Growth RPMGX
Œ QQQQQ
6.5 17.2 18.4 17.0 11.9 27 5 8 10 4 0.0 10.88 (75)
-Avg
Turner Midcap Growth Investor TMGFX
—
5.2 8.6 12.8 12.3 8.4 57 73 82 86 71 0.0 13.23 (68)
+Avg
Vanguard Mid Cap Growth Inv VMGRX
´ QQQQ
6.9 16.7 16.7 16.8 10.8 20 8 26 13 17 0.1 11.44 (78)
Avg
Westport R WPFRX
—
[QQQ
1.7
8.7 12.3 13.0 9.8 97 72 86 76 38 0.0 10.45 (86)
Low
Mid-Cap Blend
— 3.3 8.8 15.7 13.7 8.4 — — — — — — 11.18 (79)
—
Ariel Appreciation Investor CAAPX
—
QQQ
4.3 13.9 19.2 15.3 9.3 38 11 9 29 37 0.6 13.42 (84)
High
Ariel Investor ARGFX
6.7 19.5 21.6
16.1 7.9
5 1 1 9 70 0.5 13.97 (77)
High
ASTON/Fairpointe Mid Cap N CHTTX
„ QQQQ
2.3 7.0 18.7 14.9
11.2
72 67 14 41 2 0.1 13.86 (79)
High
Fidelity Spartan Extended Mkt Index Inv FSEMX
Œ ]QQQQQ
5.3 10.3 17.4 15.8 10.3 12 46 29 15 5 1.2 11.78 (77)
+Avg
First Eagle Fund of America Y FEAFX
„ [QQQQ
0.7 7.0 16.4 15.1 9.9 86 67 46 34 18 0.3 10.26 (82)
-Avg
FMI Common Stock FMIMX
Œ QQQQ
2.4 7.0 12.9 13.2 10.5 71 66 84 69 4 0.1 10.21 (80)
-Avg
Longleaf Partners Small-Cap LLSCX
Œ QQQQQ
6.0 13.4 20.3 16.5 10.5
8 14 2 6 3 0.0 9.2 (62)
Low
Osterweis OSTFX
´ QQQ
4.3 8.7 15.6 11.7 7.8 40 56 61 84 70 1.3 10.13 (85)
-Avg
Vanguard Extended Market Idx Adm VEXAX
Œ QQQQ
5.3 10.2 17.5 16.0 10.2 13 47 27 13 8 1.3 11.82 (77)
+Avg
Vanguard Mid Cap Index Adm VIMAX
Œ QQQQ
4.3 14.9 17.9 16.1 10.0 39 6 22 11 14 1.2 10.49 (88)
-Avg
Vanguard Strategic Equity Inv VSEQX
ˇ QQQQ
5.2 14.3 20.8
18.2
9.1 21 10 2 1 44 1.0 11.1 (84)
Avg
Weitz Hickory WEHIX
4.5 8.3 13.8 14.6
7.4
35 58 80 49 75 0.0 9.26 (71)
Low
Westport Select Cap R WPSRX
—
-0.4 5.0 12.5 10.3
7.7 93 74 86 88 71 0.0 14.02 (76)
High
Westwood SMidCap Institutional WHGMX
—
]QQQ
4.8 6.4 14.6 13.9 — 31 70 75 62 — 0.1 11.98 (81)
+Avg
Mid-Cap Value
— 2.6 8.9 16.3 13.7 8.4 — — — — — — 10.83 (83)
—
American Century Mid Cap Value Inv ACMVX
„ QQQQQ
1.5 13.6 17.5 14.8 10.5 79 13 31 31 6 1.0 8.95 (89)
Low
Artisan Mid Cap Value Investor ARTQX
„ QQQ
2.0 1.8 12.7 13.1 9.4 68 94 89 71 26 0.6 11.04 (82)
Avg
Delafield Fund DEFIX
´ Q
-2.2 -7.0 7.7 9.1 8.2 98 99 98 97 61 0.0 13.63 (69)
High
Diamond Hill Small-Mid Cap A DHMAX
Œ QQQ
4.2
9.5 18.0 15.0 — 16 47 24 22 — 0.1 11.34 (78)
Avg
Fidelity Leveraged Company Stock FLVCX
„ QQQ
4.2 8.3 17.8 14.6 9.2 17 63 27 33 33 0.7 11.11 (78)
Avg
Fidelity Low-Priced Stock FLPSX
„ QQQQ
1.8 7.4 15.2 14.2 9.5 73 72 71 47 18 1.0 10.37 (88)
Avg
Fidelity Value FDVLX
—
QQQ
3.1 10.9 19.0 15.0 8.5 42 30 11 22 54 0.8 10.77 (87)
Avg
FPA Capital FPPTX
„ Q
-4.9 -11.5 5.2 8.4 6.5
100 100 99 98 90 0.0 13.07 (59)
High
Harbor Mid Cap Value Investor HIMVX
—
QQQQ
3.2
12.3 21.0 16.1
9.0 37 18 2 10 40 0.7 11.35 (86)
+Avg
Perkins Mid Cap Value T JMCVX
´ QQQ
0.0 6.8 11.3 9.9 8.2 93 77 94 93 64 2.7 9.35 (88)
Low
T. Rowe Price Mid-Cap Value TRMCX
Œ QQQQ
2.9 9.7 17.1 13.3
9.7
46 43 41 66 15 0.9 10.26 (88)
Avg
Vanguard Selected Value Inv VASVX
Œ QQQQ
1.3 5.5 16.9 14.5 9.0 82 89 47 37 38 1.3 10.26 (86)
-Avg
Small Growth
— 5.8 8.1 15.2 15.1 9.2 — — — — — — 13.82 (60)
—
Artisan Small Cap Investor ARTSX
„ QQQ
2.3 1.7 13.5 16.5 8.2 95 90 78 27 76 0.0 15.87 (36)
High
ASTON/TAMRO Small Cap N ATASX
2.8 3.3 10.4 12.3 9.0 93 85 96 90 60 0.0 14.09 (62)
Avg
Baron Small Cap Retail BSCFX
´ QQQ
5.6 8.5 15.5 15.0 8.7 51 52 47 52 67 0.0 12.15 (70)
-Avg
Brown Capital Mgmt Small Co Inv BCSIX
Œ QQQQQ
4.8 9.6 18.5 17.7
14.2
72 39 12 14 1 0.0 14.29 (45)
+Avg
Buffalo Small Cap BUFSX
3.9 0.6 13.6
11.0
8.3 84 92 77 95 76 0.0 13.4 (54)
Avg
Century Small Cap Select Inv CSMVX
´ ]QQQ
10.4
8.3 13.9 15.8
7.2
1 54 74 37 90 0.0 13.98 (60)
Avg
Champlain Small Company Adv CIPSX
„ QQQQ
3.1 9.2 13.9 14.9 10.9 91 44 73 54 9 0.0 11.89 (57)
Low
Russell MidCap Growth Index
5.2 15.3 17.2 16.3 10.0
S&P MidCap 400 Index
5.3 12.2 17.0 15.7 10.3
Russell MidCap Value Index
2.4 11.5 18.4 15.6 9.5
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