549 / 772
19
Morningstar FundInvestor
December 2015
Fund Return
%
Category Return
%
25.32
18.22
•
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
Tweedy, Browne Worldwide Hi Div Yld Val TBHDX
2008
2010
2012
2014
12,000
8,000
4,000
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
74.06
36.21
76.94
36.39
77.14
37.99
Taxable Bond
70.83
42.14
60.27
37.75
44.91
21.58
International Stock
67.02
42.03
67.00
38.07
62.44
38.92
Municipal Bond
66.46
41.27
45.31
18.33
73.26
28.26
Balanced
89.02
52.66
86.19
51.50
84.81
67.10
Data through Nov. 30, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
World-Stock Value Medalists
Return data through Nov. 30, 2015.
Fund Return
%
Category Return
%
35.06
24.84
QQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
Fund Return
%
Category Return
%
69.46
65.26
QQQ
•
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
Fund Return
%
Category Return
%
79.24
20.32
QQQQQ
•
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
0
5000
10000
15000
20000
0
5000
10000
15000
20000
Tweedy, Browne Value TWEBX
Artisan Global Value Investor ARTGX
0
4000
8000
12000
16000
Dodge & Cox Global Stock DODWX
2008
2010
2012
2014
2009
2011
2013
2015
15,000
10,000
5,000
15,000
10,000
5,000
12,000
8,000
4,000
0
6000
12000
18000
24000
Franklin Mutual Global Discovery A TEDIX
Fund Return
%
Category Return
%
99.27
65.26
QQQQ
•
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
18,000
12,000
6,000
Fund Return
%
Category Return
%
331.63
192.16
QQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
¶
Neutral
0
12500
25000
37500
50000
Oakmark Global I OAKGX
2003 2005 2007 2009 2011 2013
37,500
25,000
12,500
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014