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Morningstar FundInvestor
July 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
69.00
40.75
67.51
40.00
67.26
41.70
Taxable Bond
75.63
44.17
66.75
39.07
53.20
27.54
International Stock
78.17
43.20
75.09
39.29
65.37
34.86
Municipal Bond
69.62
40.63
45.19
21.67
55.39
19.23
Balanced
88.60
54.39
85.31
52.69
83.56
53.55
Data through June 30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Multisector Medalists
Return data through June 30, 2015.
Fund Return
%
Category Return
%
123.29
95.09
QQQQ
´
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
71.38
62.52
QQQ
•
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
82.74
62.52
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
5000
10000
15000
20000
0
5000
10000
15000
20000
T. Rowe Price Spectrum Income RPSIX
Fidelity Strategic Income FSICX
0
6000
12000
18000
24000
Vanguard Convertible Securities VCVSX
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
15,000
10,000
5,000
15,000
10,000
5,000
18,000
12,000
6,000
0
6500
13000
19500
26000
PIMCO Income PONDX
Fund Return
%
CategoryReturn
%
109.70
48.16
QQQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
19,500
13,000
6,500
Fund Return
%
Category Return
%
115.16
76.44
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
0
6000
12000
18000
24000
Loomis Sayles Bond Retail LSBRX
2005 2007 2009 2011 2013
18,000
12,000
6,000
2008
2010
2012
2014