117 / 708
19
Morningstar FundInvestor
March 2016
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
79.95
42.13
83.92
42.99
76.48
39.02
Taxable Bond
70.88
40.63
59.88
35.10
35.67
18.38
International Stock
65.73
43.20
61.79
40.51
58.85
43.03
Municipal Bond
63.73
39.06
37.95
16.39
76.58
29.79
Balanced
88.93
54.44
87.09
52.41
81.69
58.88
Data through Feb. 29, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Aftertax Champs
Return data through Feb. 29, 2016.
Fund Return
%
Category Return
%
90.89
62.13
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
63.21
51.33
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
112.22
50.75
QQQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
7000
14000
21000
28000
0
4500
9000
13500
18000
Fidelity Tax-Free Bond FTABX
T. Rowe Price Qm US Small-Cap Growth Eq PRDSX
0
6000
12000
18000
24000
PRIMECAP Odyssey Growth POGRX
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2008 2010 2012
2014
21,000
14,000
7,000
13,500
9,000
4,500
18,000
12,000
6,000
0
6000
12000
18000
24000
Vanguard Equity-Income Inv VEIPX
Fund Return
%
Category Return
%
100.43
52.49
QQQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
18,000
12,000
6,000