(PUB) Investing 2016
19
January 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
74.37
38.03
77.72
38.91
74.98
35.54
Taxable Bond
69.98
42.50
59.34
37.09
39.13
17.99
International Stock
64.72
41.26
63.16
38.78
62.02
43.03
Municipal Bond
64.52
40.32
41.41
15.52
64.75
26.09
Balanced
88.99
53.53
86.91
51.81
83.76
68.79
Data through Dec. 31, 2015. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Top-Performing Medalists
Fidelity Overseas FOSFX
T. Rowe Price Capital Appreciation PRWCX
20000
24000
Fund Return %
Category Return %
Fund Return %
Category Return %
43.42
28.78
127.02
57.39
15000
18000
15,000
18,000
QQQQ
QQQQQ
´
Œ
10000
12000
10,000
12,000
∞ Positive ∞ Positive ¶ Neutral ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
5000
6000
5,000
6,000
People Parent
People Parent
0
0
2006 2008 2010 2012 2014
2006 2008 2010 2012 2014
Price
Price
Morgan Stanley Inst Growth A MSEGX
Brown Capital Mgmt Small Co Inv BCSIX
24000
28000
Fund Return % 155.22
Category Return %
Fund Return %
Category Return %
99.91
97.14
73.85
18000
21000
21,000
18,000
QQQQQ
QQQQ
Œ
Œ
12000
14000
14,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ¶ Neutral
Process
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ∞ Positive
Process
Performance
Performance
6000
7000
7,000
6,000
People Parent
People Parent
0
0
Price
2011 2012 2013 2014 2015
2012
2013
2014
2015
Price
Vanguard Wellesley Income Inv VWINX
Vanguard Interm-Term Invmt-Grade Inv VFICX
24000
Fund Return %
Category Return %
Fund Return % 125.20
Category Return %
68.15
66.35
67.70
18000
18,000
13,500
QQQQ
QQQQQ
•
Œ
12000
12,000
9,000
¶ Neutral ¶ Neutral ∞ Positive ∞ Positive ∞ Positive
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6000
6,000
4,500
People Parent
People Parent
0
2006 2008 2010 2012 2014
2004 2006 2008 2010 2012 2014
Price
Price
Return data through Dec. 31, 2015.
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