405 / 708
19
Morningstar FundInvestor
September 2016
Fund Return
%
Category Return
%
103.79
81.07
QQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
¶
Neutral
Wasatch Small Cap Growth WAAEX
19,500
13,000
6,500
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
79.91
44.16
82.03
44.08
75.56
46.77
Taxable Bond
78.32
42.14
71.00
37.24
54.53
31.36
International Stock
72.91
46.60
70.47
45.21
63.56
42.50
Municipal Bond
58.67
34.38
32.54
14.75
29.61
4.88
Balanced
87.25
50.00
83.53
49.72
77.07
56.41
Data through Aug. 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Small-Growth Stalwarts
Return data through Aug. 31, 2016.
Fund Return
%
Category Return
%
119.49
91.09
QQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
¶
Neutral
Fund Return
%
Category Return
%
198.67
91.09
QQQQQ
„
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
Fund Return
%
Category Return
%
141.93
91.09
QQQQ
„
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
0
6000
12000
18000
24000
0
7500
15000
22500
30000
T. Rowe Price New Horizons PRNHX
Conestoga Small Cap Investors CCASX
0
6500
13000
19500
26000
Wasatch Core Growth WGROX
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2009
2011
2013
2015
18,000
12,000
6,000
22,500
15,000
7,500
19,500
13,000
6,500
0
7000
14000
21000
28000
T. Rowe Price QM US Small-Cap Gr Eq PRDSX
Fund Return
%
Category Return
%
169.71
91.09
QQQQQ
„
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
21,000
14,000
7,000
Fund Return
%
Category Return
%
173.06
112.49
QQQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
¶
Neutral
0
7000
14000
21000
28000
Brown Capital Mgmt Small Co BCSIX
2011 2012 2013 2014 2015 2016
21,000
14,000
7,000