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Morningstar FundInvestor
January 2
015
Fund Return
%
CategoryReturn
%
77.97
67.86
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
Morgan Stanley Growth MSEQX
2012
2013
2014
16,500
11,000
5,500
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
70.18
52.21
68.33
46.02
71.89
45.45
Taxable Bond
84.22
79.76
75.03
57.33
80.04
57.41
International Stock
82.94
45.90
74.12
33.96
79.13
50.00
Municipal Bond
100.00
85.71
83.44
30.77
73.18
38.46
Balanced
92.88
66.67
91.79
60.61
89.35
59.65
Data through Dec. 31, 2014. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Notable Funds From 2014
Return data through Dec. 31, 2014.
0
6500
13000
19500
26000
Vanguard 500 Index Inv VFINX
Fund Return
%
Category Return
%
131.99
97.05
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
§
Negative
Fund Return
%
Category Return
%
121.32
83.73
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
CategoryReturn
%
107.11
91.48
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
199.49
97.05
QQQQQ
´
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
156.94
97.05
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
0
6500
13000
19500
26000
0
7500
15000
22500
30000
Fidelity OTC Portfolio FOCPX
0
6500
13000
19500
26000
Fairholme FAIRX
Amana Growth Investor AMAGX
0
6500
13000
19500
26000
ClearBridge Aggressive Growth SHRAX
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
2005 2007 2009 2011 2013
19,500
13,000
6,500
22,500
15,000
7,500
19,500
13,000
6,500
19,500
13,000
6,500
19,500
13,000
6,500