405 / 772
19
Morningstar FundInvestor
September 2015
Fund Return
%
Category Return
%
60.75
47.86
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Vanguard Tax-Managed Capital App Adm VTCLX
2011 2012
2013
2014
2015
13,500
9,000
4,500
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
71.40
40.80
70.85
40.91
69.75
48.60
Taxable Bond
72.19
41.88
61.97
37.33
46.55
22.63
International Stock
73.99
42.51
75.00
40.10
63.84
39.08
Municipal Bond
70.03
41.54
49.62
20.00
66.38
26.92
Balanced
89.11
54.39
86.33
52.10
83.52
50.64
Data through Aug. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Passive Medalists
Return data through Aug. 31, 2015.
Fund Return
%
Category Return
%
31.74
38.55
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
94.07
107.28
Q
•
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
77.75
75.38
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
5000
10000
15000
20000
0
6000
12000
18000
24000
Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX
DFA International Small Company I DFISX
0
4000
8000
12000
16000
Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX
2006 2008 2010 2012 2014
2010 2011 2012 2013 2014 2015
2012
2013
2014
2015
15,000
10,000
5,000
18,000
12,000
6,000
12,000
8,000
4,000
0
5000
10000
15000
20000
Fidelity Spartan Intl Idx Advtg FSIVX
Fund Return
%
Category Return
%
46.57
39.82
QQQQ
•
Process
∞
Positive
Performance
¶
Neutral
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
15,000
10,000
5,000
Fund Return
%
Category Return
%
28.00
23.79
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
0
3500
7000
10500
14000
Fidelity Spartan Total Mkt Idx Advtg FSTVX
2013
2014
2015
10,500
7,000
3,500
2006 2008 2010 2012 2014