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Morningstar FundInvestor
January 2016
Fund Return
%
Category Return
%
68.15
66.35
QQQQ
•
Process
¶
Neutral
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Vanguard Interm-Term Invmt-Grade Inv VFICX
13,500
9,000
4,500
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
74.37
38.03
77.72
38.91
74.98
35.54
Taxable Bond
69.98
42.50
59.34
37.09
39.13
17.99
International Stock
64.72
41.26
63.16
38.78
62.02
43.03
Municipal Bond
64.52
40.32
41.41
15.52
64.75
26.09
Balanced
88.99
53.53
86.91
51.81
83.76
68.79
Data through Dec. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Top-Performing Medalists
Return data through Dec. 31, 2015.
Fund Return
%
Category Return
%
97.14
73.85
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
Fund Return
%
Category Return
%
155.22
99.91
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
43.42
28.78
QQQQ
´
Process
∞
Positive
Performance
∞
Positive
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
0
5000
10000
15000
20000
0
7000
14000
21000
28000
Brown Capital Mgmt Small Co Inv BCSIX
Fidelity Overseas FOSFX
0
6000
12000
18000
24000
Morgan Stanley Inst Growth A MSEGX
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
2012
2013
2014
2015
15,000
10,000
5,000
21,000
14,000
7,000
18,000
12,000
6,000
0
6000
12000
18000
24000
T. Rowe Price Capital Appreciation PRWCX
Fund Return
%
Category Return
%
127.02
57.39
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
18,000
12,000
6,000
Fund Return
%
Category Return
%
125.20
67.70
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
6000
12000
18000
24000
Vanguard Wellesley Income Inv VWINX
2004 2006 2008 2010 2012 2014
18,000
12,000
6,000
2011 2012 2013 2014 2015