(PUB) Investing 2016
19
February 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
80.16
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
BBH Core Select N Fidelity Overseas BBTEX
Berwyn Income BERIX
24000
24000
Fund Return % 119.80
Category Return %
Fund Return %
Category Return %
63.30
89.60
41.99
18000
18000
18,000
18,000
QQQQ
QQQQQ
•
•
12000
12000
12,000
12,000
∞ Positive ∞ Positive ∞ Positive ¶ Neutral ¶ Neutral
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Process
Performance
Performance
6000
6000
6,000
6,000
People Parent
People Parent
0
0
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
Price
Price
Mairs & Power Growth Inv MPGFX
Diamond Hill Small-Mid Cap A DHMAX
24000
24000
Fund Return %
Category Return %
Fund Return %
Category Return %
98.64
69.83
98.96
63.30
18000
18000
18,000
18,000
QQQQ
QQQQ
Œ
•
12000
12000
12,000
12,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
Performance
6000
6000
6,000
6,000
People Parent
People Parent
0
0
Price
2007 2009 2011 2013 2015
2007 2009 2011 2013 2015
Price
16000 American Funds American Mutual A AMRMX
Fund Return %
Category Return %
42.05
35.36
12000
12,000
QQQQ
Œ
8000
8,000
∞ Positive ∞ Positive ∞ Positive ∞ Positive ∞ Positive
Process
Performance
4000
4,000
People Parent
0
2012 2013
2014
2015
Price
Return data through Jan.31, 2016.
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