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Morningstar FundInvestor
August 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
80.70
45.61
83.47
45.45
74.27
46.95
Taxable Bond
77.73
41.51
69.29
36.73
48.16
25.83
International Stock
73.54
47.32
71.15
45.74
59.01
39.62
Municipal Bond
61.13
35.94
38.54
16.13
45.43
10.64
Balanced
87.41
50.84
84.57
50.85
76.05
57.26
Data through July 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Tops in Manager Retention
Return data through July 31, 2016.
Fund Return
%
Category Return
%
108.80
91.86
QQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
Fund Return
%
Category Return
%
91.03
68.42
QQQQ
„
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
125.38
73.93
QQQQ
„
Process
Positive
Performance
Positive
People
Positive
Parent
¶
Neutral
Price
§
Negative
0
6000
12000
18000
24000
0
5500
11000
16500
22000
Sound Shore Investor SSHFX
Champlain Mid Cap Adv CIPMX
0
6500
13000
19500
26000
Causeway International Value Inv CIVVX
2009 2010 2011 2012 2013 2014 2015
2007 2009 2011 2013 2015
2010 2011 2012 2013 2014 2015 2016
2004 2006 2008 2010 2012 2014
18,000
12,000
6,000
16,500
11,000
5,500
19,500
13,000
6,500
0
5500
11000
16500
22000
Hotchkis & Wiley High Yield A HWHAX
Fund Return
%
Category Return
%
96.26
85.92
QQQ
´
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
16,500
11,000
5,500
Fund Return
%
Category Return
%
134.85
88.66
QQQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
¶
Neutral
Price
Positive
0
7000
14000
21000
28000
Metropolitan West Total Return Bond MWTRX
2002 2004 2006 2008 2010 2012 2014
21,000
14,000
7,000