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Morningstar FundInvestor
June 2015
Fund Return
%
CategoryReturn
%
161.46
132.41
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Vanguard Selected Value Fund Investor Shares VASVX
2003 2005 2007 2009 2011 15
36,000
24,000
12,000
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
70.28
40.23
68.83
38.46
68.7
43.66
Taxable Bond
76.41
42.33
67.71
38.41
56.85
28.78
International Stock
74.8
43.20
72.13
39.39
61.57
32.95
Municipal Bond
70.11
41.54
45.65
20.00
55.24
17.65
Balanced
88
54.39
84.47
52.41
82.62
49.35
Data through May 29, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Mid-Value Medalists
Return data through May 29, 2015.
Fund Return
%
Category Return
%
157.04
124.82
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
134.56
106.80
QQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
169.19
124.82
QQQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
0
8000
16000
24000
32000
0
6000
12000
18000
24000
Diamond Hill Small Mid Cap Fund Class A DHMAX
American Century Mid Cap Value Fund Investor Class ACMVX
0
8000
16000
24000
32000
Fidelity ® Low-Priced Stock FLPSX
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15
2006 2008 2010 2012 2014
24,000
16,000
8,000
18,000
12,000
6,000
24,000
16,000
8,000
0
6500
13000
19500
26000
Artisan Mid Cap Value Fund Investor Class ARTQX
Fund Return
%
CategoryReturn
%
141.45
124.82
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
19,500
13,000
6,500
Fund Return
%
Category Return
%
478.28
292.92
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
15000
30000
45000
60000
T. Rowe Price Mid-Cap Value Fund TRMCX
2000 2004 2007 2010 2014
45,000
30,000
15,000
05 2007 2009 2011 2013 15