69 / 772
19
Morningstar FundInvestor
February 2
015
Fund Return
%
CategoryReturn
%
285.19
277.52
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
American Funds New World Fund NEWFX
2003 2005 2007 2009 2011 2013
36,000
24,000
12,000
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
U.S. Stock
70.73
52.21
70.18
46.02
73.14
45.45
Taxable Bond
75.84
79.76
67.77
57.33
64.11
57.41
International Stock
85.38
45.90
82.79
33.96
86.13
50.00
Municipal Bond
72.13
85.71
50.75
30.77
49.34
38.46
Balanced
88.7
66.67
86.23
60.61
85.66
59.65
Data through Jan. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Top Emerging-Markets Funds
Return data through Jan. 31, 2015.
0
6500
13000
19500
26000
Vanguard Emerging Markets Stock Index Fund VEMAX
Fund Return
%
Category Return
%
113.50
102.01
QQQ
´
Process
¶
Neutral
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
180.68
102.01
QQQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
¶
Neutral
Fund Return
%
CategoryReturn
%
56.30
44.39
QQQ
´
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
138.59
102.01
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
126.28
102.01
QQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
8000
16000
24000
32000
0
8000
16000
24000
32000
Harding Loevner Emerging Markets Portfolio Advisor HLEMX
0
8000
16000
24000
32000
Virtus Emerging Markets Fund HEMZX
DFA Emerging Markets Value Portfolio Institutional DFEVX
0
8000
16000
24000
32000
T. Rowe Price Emerging Markets Stock Fund PRMSX
05 2007 2009 2011 2013 15
2007 2008 2009 2010 2011 2012 2013 2014
24,000
16,000
8,000
24,000
16,000
8,000
19,500
13,000
6,500
24,000
16,000
8,000
24,000
16,000
8,000
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15
05 2007 2009 2011 2013 15