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Morningstar FundInvestor
October 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
73.69
36.49
73.44
36.69
77.11
44.84
Taxable Bond
70.26
43.13
60.26
37.09
45.07
19.57
International Stock
71.9
41.06
72.41
39.59
60.33
38.86
Municipal Bond
69.6
40.00
49.17
21.31
67.08
25.00
Balanced
89.08
52.94
86.28
51.20
82.13
47.10
Data through Sept.30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Return data through Sept.30, 2015.
Portfolio Returns for Our Top-Rated Funds
0
5500
11000
16500
22000
p
U.S. Equity
p
S&P 500
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
22,000
16,500
11,000
5,500
0
5500
11000
16500
22000
p
International Bond
p
Barclays Capital Aggregate
22,000
16,500
11,000
5,500
0
4400
8800
13200
17600
22000
p
Municipal National Bond
p
Barclays Capital Municipal
22,000
16,500
11,000
5,500
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
0
5500
11000
16500
22000
p
International Equity
p
MSCI EAFE
22,000
16,500
11,000
5,500
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015