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Morningstar FundInvestor
June 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
80.59
45.17
84.00
46.60
79.69
41.84
Taxable Bond
76.31
42.50
67.02
36.24
42.97
19.01
International Stock
67.02
44.61
63.18
41.80
54.61
43.56
Municipal Bond
61.89
37.50
39.07
16.13
51.69
27.66
Balanced
88.18
48.60
85.61
48.86
80.07
52.17
Data through May 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Allocation With an Emphasis on Stocks
Return data through May 31, 2016.
Fund Return
%
Category Return
%
58.42
53.75
QQQ
´
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
∞
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
57.73
53.75
QQQQ
„
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
51.28
53.75
QQQQ
„
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
6000
12000
18000
24000
0
5500
11000
16500
22000
T. Rowe Price Personal Strat Gr TRSGX
American Funds Income Fund of America AMECX
0
5000
10000
15000
20000
Franklin Mutual Shares
2012 2013 2014 2015
2012 2013 2014 2015
2012 2013
2014
2013
2016
2012 2013 2014 2015 2016
18,000
12,000
6,000
18,000
12,000
6,000
15,000
10,000
5,000
0
5000
10000
15000
20000
Fidelity Four-in-One Index FFNOX
Fund Return
%
Category Return
%
46.64
44.41
QQQQ
„
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
15,000
10,000
5,000