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Morningstar FundInvestor
August 2015
Fund Return
%
CategoryReturn
%
153.16
109.36
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Longleaf Partners Small-Cap LLSCX
2006 2008 2010 2012 2014
22,500
15,000
7,500
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
71.99
40.23
70.82
39.35
65.15
43.01
Taxable Bond
74.05
41.98
65.80
37.09
49.50
27.01
International Stock
77.05
42.51
77.45
40.10
66.23
34.66
Municipal Bond
70.45
41.54
46.99
20.00
66.00
23.08
Balanced
88.54
53.80
85.56
52.10
84.49
49.03
Data through July 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Mid-Blend Medalists
Return data through July 31, 2015.
Fund Return
%
Category Return
%
99.98
103.92
QQQ
´
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
154.62
103.92
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
Category Return
%
96.94
103.92
QQQ
´
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
0
5500
11000
16500
22000
0
7500
15000
22500
30000
First Eagle Fund of America FEAFX
Ariel Fund Investor ARGFX
0
6000
12000
18000
24000
Vanguard Capital Value Inv VCVLX
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
16,500
11,000
5,500
22,500
15,000
7,500
18,000
12,000
6,000
0
7500
15000
22500
30000
ASTON/Fairpointe Mid Cap CHTTX
Fund Return
%
CategoryReturn
%
169.05
103.92
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
22,500
15,000
7,500
Fund Return
%
Category Return
%
58.18
71.44
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
0
4500
9000
13500
18000
FMI Common Stock FMIMX
2012
2013
2014
2015
13,500
9,000
4,500
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014