(PUB) Investing 2016
19
April 2016
Morningstar FundInvestor
Tracking Gold-Rated Funds
% Gold in Top Quartile
% Gold in Top Quartile
% Gold in Top Quartile
Trailing 10 Years Batting Average
Trailing 5 Years Batting Average
Trailing 3 Years Batting Average
Asset Group
U.S. Stock
80.97
43.26
83.93
44.59
80.22
41.32
Taxable Bond
72.25
41.88
63.14
36.42
40.26
16.67
International Stock
67.95
42.72
65.59
40.51
60.5
42.77
Municipal Bond
63.35
38.46
37.33
17.74
56.21
31.82
Balanced
88.89
54.71
87.01
52.69
80.65
60.38
Data through March 31, 2016. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Upgrades From Three to Four Years Ago
American Funds Capital World Growth and Income CWGIX
FPA US Value FPPFX
24000
24000
Fund Return %
Category Return %
Fund Return %
Category Return %
66.91
45.58
88.46
70.86
18000
18000
18,000
18,000
QQQ
Œ
ˇ
12000
12000
12,000
12,000
¶ Neutral ¶ Neutral ¶ Neutral
Process
Positive Positive Positive Positive Positive
Process
Performance
Performance
6000
6000
6,000
6,000
People Parent
People Parent
Positive Positive
0
0
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
Price
Price
PIMCO Income PONDX
Fidelity Small Cap Discovery FSCRX
24000
28000
Fund Return % 152.11
Category Return %
Fund Return %
Category Return %
59.22
112.19
46.52
18000
21000
21,000
18,000
QQQQQ
QQQQQ
Œ
„
12000
14000
14,000
12,000
Process
Positive Positive Positive Positive Positive
Process
Positive Positive Positive
Performance
Performance
6000
7000
7,000
6,000
People Parent
People Parent
¶ Neutral
0
0
Price
2007 2009 2011 2013 2015
2008 2010 2012 2014 2016
Price
Positive
MFS Global Equity MWEFX
16000
Fund Return %
Category Return %
24.63
20.40
12000
12,000
QQQQ
Œ
8000
8,000
Process
Positive Positive Positive Positive Positive
Performance
4000
4,000
People Parent
0
2013
2014
2015
Price
Return data through March 31, 2016.
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