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Morningstar FundInvestor
February 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
80.16
39.15
83.30
40.58
74.86
38.41
Taxable Bond
68.33
40.63
56.94
35.33
43.22
16.55
International Stock
69.72
41.06
65.83
39.09
60.74
40.12
Municipal Bond
64.09
41.94
37.66
18.64
67.66
34.04
Balanced
88.96
51.76
87.16
50.90
79.62
44.08
Data through Jan. 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
10-Year Tenured
Return data through Jan.31, 2016.
Fund Return
%
Category Return
%
98.96
63.30
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
98.64
69.83
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
Fund Return
%
Category Return
%
119.80
63.30
QQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
¶
Neutral
0
6000
12000
18000
24000
0
6000
12000
18000
24000
Diamond Hill Small-Mid Cap A DHMAX
BBH Core Select N Fidelity Overseas BBTEX
0
6000
12000
18000
24000
Mairs & Power Growth Inv MPGFX
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
18,000
12,000
6,000
18,000
12,000
6,000
18,000
12,000
6,000
0
6000
12000
18000
24000
Berwyn Income BERIX
Fund Return
%
Category Return
%
89.60
41.99
QQQQQ
•
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
18,000
12,000
6,000
Fund Return
%
Category Return
%
42.05
35.36
QQQQ
Œ
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
∞
Positive
Price
∞
Positive
0
4000
8000
12000
16000
American Funds American Mutual A AMRMX
2012 2013
2014
2015
12,000
8,000
4,000