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Morningstar FundInvestor
October 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
79.24
43.34
81.36
42.67
75.14
45.80
Taxable Bond
77.45
44.03
71.07
40.00
47.25
27.12
International Stock
72.24
45.85
71.29
46.15
59.85
34.38
Municipal Bond
58.3
34.38
31.88
16.39
32.97
5.56
Balanced
88.21
50.00
84.83
48.86
79.07
56.41
Data through Sept. 30, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Foreign Value Plays
Return data through Sept. 30, 2016.
Fund Return
%
Category Return
%
159.24
95.38
QQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
Fund Return
%
Category Return
%
113.69
95.38
QQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
Fund Return
%
Category Return
%
58.54
10.11
QQQQQ
„
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
§
Negative
0
5000
10000
15000
20000
0
7500
15000
22500
30000
Causeway International Value CIVVX
Tweedy, Browne Global Value TBGVX
0
8000
16000
24000
32000
Dodge & Cox International Stock DODFX
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2004 2006 2008 2010 2012 2014
2004 2006 2008 2010 2012 2014
15,000
10,000
5,000
22,500
15,000
7,500
24,000
16,000
8,000
0
4000
8000
12000
16000
Vanguard International Value VTRIX
Fund Return
%
Category Return
%
19.82
10.11
QQQ
´
Process
Positive
Performance
¶
Neutral
People
Positive
Parent
Positive
Price
Positive
12,000
8,000
4,000
Fund Return
%
Category Return
%
59.18
35.53
QQQQ
Œ
Process
Positive
Performance
Positive
People
Positive
Parent
Positive
Price
Positive
0
5000
10000
15000
20000
Oakmark International OAKIX
2010 2011 2012 2013 2014 2015 2016
15,000
10,000
5,000