501 / 772
19
Morningstar FundInvestor
November 2015
Fund Return
%
Category Return
%
129.50
125.07
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fidelity High Income SPHIX
2001 2003 2005 2007 2009 2011 2013
18,000
12,000
6,000
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
72.69
35.63
74.81
36.60
75.82
36.43
Taxable Bond
72.31
43.75
63.14
36.42
46.65
23.19
International Stock
70.57
43.69
70.84
41.33
65.86
43.11
Municipal Bond
66.86
40.32
48.73
18.64
67.40
25.00
Balanced
89.05
52.94
86.24
51.50
85.63
68.83
Data through Oct. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
High-Yield Medalists
Return data through Oct. 31, 2015.
Fund Return
%
Category Return
%
96.54
75.59
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
61.02
43.95
QQQQQ
´
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
Category Return
%
92.94
75.59
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
¶
Neutral
0
5000
10000
15000
20000
0
4500
9000
13500
18000
Fairholme Focused Income FOCIX
Eaton Vance Income Fund of Boston EVIBX
0
6000
12000
18000
24000
T. Rowe Price High Yield PRHYX
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
2010 2011 2012 2013 2014 2015
15,000
10,000
5,000
13,500
9,000
4,500
18,000
12,000
6,000
0
6000
12000
18000
24000
Fidelity Capital & Income FAGIX
Fund Return
%
Category Return
%
123.86
75.59
QQQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
18,000
12,000
6,000
Fund Return
%
Category Return
%
88.81
75.59
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
5000
10000
15000
20000
Vanguard High-Yield Corporate VWEHX
15,000
10,000
5,000
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014