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Morningstar FundInvestor
April 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
80.97
43.26
83.93
44.59
80.22
41.32
Taxable Bond
72.25
41.88
63.14
36.42
40.26
16.67
International Stock
67.95
42.72
65.59
40.51
60.5
42.77
Municipal Bond
63.35
38.46
37.33
17.74
56.21
31.82
Balanced
88.89
54.71
87.01
52.69
80.65
60.38
Data through March 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Upgrades From Three to Four Years Ago
Return data through March 31, 2016.
Fund Return
%
Category Return
%
112.19
46.52
QQQQQ
„
Process
Positive
Performance
Positive
People
Positive
Parent
¶
Neutral
Price
Positive
Fund Return
%
Category Return
%
152.11
59.22
QQQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
Fund Return
%
Category Return
%
66.91
45.58
QQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
0
6000
12000
18000
24000
0
7000
14000
21000
28000
Fidelity Small Cap Discovery FSCRX
American Funds Capital World Growth and Income CWGIX
0
6000
12000
18000
24000
PIMCO Income PONDX
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2008 2010 2012 2014 2016
18,000
12,000
6,000
21,000
14,000
7,000
18,000
12,000
6,000
0
6000
12000
18000
24000
FPA US Value FPPFX
Fund Return
%
Category Return
%
88.46
70.86
ˇ
Process
¶
Neutral
Performance
¶
Neutral
People
¶
Neutral
Parent
Positive
Price
Positive
18,000
12,000
6,000
Fund Return
%
Category Return
%
24.63
20.40
QQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
0
4000
8000
12000
16000
MFS Global Equity MWEFX
2013
2014
2015
12,000
8,000
4,000