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Morningstar FundInvestor
May 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
80.37
44.23
83.00
45.19
77.40
43.01
Taxable Bond
76.20
42.50
68.20
37.16
40.95
15.32
International Stock
71.46
44.39
70.14
42.78
57.08
46.67
Municipal Bond
62.84
39.06
37.28
16.67
55.88
23.91
Balanced
88.39
48.89
86.04
49.15
81.35
53.85
Data through April 30, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Small Medalists
Return data through April 30, 2016.
Fund Return
%
Category Return
%
58.10
63.57
´
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
§
Negative
Fund Return
%
Category Return
%
109.69
61.92
QQQQQ
„
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
59.85
59.95
„
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
0
6000
12000
18000
24000
0
7000
14000
21000
28000
Mairs & Power Small Cap MSCFX
Berwyn Fund BERWX
0
6000
12000
18000
24000
Royce Special Equity Multi-Cap Service RSEMX
2007 2009 2011 2013 2015
2012 2013 2014 2015
2007 2009 2011 2013 2015
2011 2012 2013 2014 2015
18,000
12,000
6,000
21,000
14,000
7,000
18,000
12,000
6,000
0
6000
12000
18000
24000
Perkins Global Value T JGVAX
Fund Return
%
Category Return
%
55.19
42.68
QQQQ
„
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
18,000
12,000
6,000