501 / 708
19
Morningstar FundInvestor
November 2016
Fund Return
%
Category Return
%
119.41
72.55
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Conestoga Small Cap CCASX
18,000
12,000
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
80.75
43.94
84.02
44.63
77.14
48.47
Taxable Bond
75.66
44.65
68.65
40.00
47.33
26.27
International Stock
74.95
44.17
74.66
45.05
65.99
33.13
Municipal Bond
56.11
34.38
34.41
14.75
33.11
5.71
Balanced
89.51
50.00
86.74
49.15
84.41
53.39
Data through Oct. 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Healthcare Investors
Return data through Oct. 31, 2016.
Fund Return
%
Category Return
%
95.22
84.90
QQQQ
´
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
§
Negative
Price
∞
Positive
Fund Return
%
Category Return
%
459.21
76.29
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
81.51
84.90
•
Process
¶
Neutral
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
0
5000
10000
15000
20000
0
15000
30000
45000
60000
Vanguard Capital Opportunity VHCOX
ClearBridge Aggressive Growth SHRAX
0
5500
11000
16500
22000
Amana Growth Investor AMAGX
06 2008 2010 2012 2014 16
2000 2004 2008 2012 16
15,000
10,000
5,000
45,000
30,000
15,000
16,500
11,000
5,500
0
6000
12000
18000
24000
PRIMECAP Odyssey Growth POGRX
Fund Return
%
Category Return
%
117.03
35.53
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
18,000
12,000
6,000
Fund Return
%
Category Return
%
162.91
103.72
QQQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
0
7000
14000
21000
28000
Brown Capital Management BCSIX
10 2011 2012 2013 2014 2015 2016
21,000
14,000
7,000
04 2006 2008 2010 2012 2014 16
06 2008 2010 2012 2014 16
06 2008 2010 2012 2014 16