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Morningstar FundInvestor
May 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
71.14
39.77
69.85
39.55
75.84
44.06
Taxable Bond
77.84
44.17
69.33
40.00
63.75
29.71
International Stock
78.92
45.45
78.78
41.41
78.22
34.27
Municipal Bond
70.51
42.19
45.95
22.03
52.68
17.31
Balanced
88.66
55.23
86.98
52.98
85.51
55.63
Data through April 30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Finding Value Overseas
Return data through April 30, 2015.
Fund Return
%
Category Return
%
141.33
109.82
QQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
Fund Return
%
Category Return
%
83.67
59.37
QQQQ
´
Process
Positive
Performance
¶
Neutral
People
Positive
Parent
Positive
Price
Positive
Fund Return
%
Category Return
%
82.94
59.37
QQQQ
´
Process
Positive
Performance
Positive
People
Positive
Parent
¶
Neutral
Price
¶
Neutral
0
6000
12000
18000
24000
0
5000
10000
15000
20000
Vanguard International Value Fund Investor Shares VTRIX
MainStay ICAP International Fund Class ICEUX
0
8000
16000
24000
32000
Causeway International Value Fund Class Investor CIVVX
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15
18,000
12,000
6,000
15,000
10,000
5,000
24,000
16,000
8,000
2004 2006 2008 2010 2012 2014
0
6500
13000
19500
26000
Tweedy, Browne Global Value Fund TBGVX
Fund Return
%
CategoryReturn
%
105.63
59.37
QQQQQ
•
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
19,500
13,000
6,500
Fund Return
%
Category Return
%
77.21
45.54
QQQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
¶
Neutral
0
5000
10000
15000
20000
Oakmark International Fund Class OAKIX
2010 2011 2012 2013 2014
15,000
10,000
5,000
05 2007 2009 2011 2013 15