PDF Top Funds for 2017 and Beyond - Morningstar, Inc.
Exhibit 1 Top Funds for 2017 and Beyond
Name/Ticker American Funds Cap World Gr&Inc CWGIX Artisan Global Value ARTGX Baird Short-Term Bond BSBIX Causeway International Value CIVVX Fidelity Contrafund FCNTX Fidelity Mortgage Securities FMSFX Fidelity New Markets Income FNMIX FMI International FMIJX Matthews Asian Growth & Inc MACSX PRIMECAP Odyssey Growth POGRX T. Rowe Price Intl Discovery PRIDX T. Rowe Price Tax-Free Income Inv PRTAX T. Rowe Price Tax-Free Shrt-Interm PRFSX Templeton Global Bond TPINX Vanguard Short-Term Invst-Grade VFSTX Vanguard Shrt-Term Infl-Prot Sec Idx VTIPX Vanguard Target Retirement 2025 VTTVX Vanguard Total Intl Stock Index VTIAX Data as of Dec. 31, 2016
Morningstar Morningstar Analyst Rating Category
OE
World Stock
? World Stock
? Short-Term Bond
OE
Foreign Large Value
? Large Growth
? Intermediate-Term Bond
? Emerging Markets Bond
? Foreign Large Blend
? Pacific/Asia ex-Japan Stk
OE
Large Growth
? Foreign Sm/Mid Grwth
OE
Muni National Long
OE
Muni National Short
OE
World Bond
? Short-Term Bond
OE
Inflation-Protected Bnd
OE
Target-Date 2025
OE
Foreign Large Blend
Morningstar Rating Overall
QQQQ QQQQQ QQQQ QQQQ QQQQ QQQ QQQQQ QQQQQ QQQQ QQQQQ QQQQQ QQQQ QQQQ QQQQ QQQQ QQ QQQQ QQQ
Total Ret %
Total Ret
Rank
Annlzd 5-Yr Cat 5-Yr
Total Ret %
Annual
Total Ret
Rank Report Net
Annlzd 10-Yr Cat 10-Yr Expense Ratio
10.01
34
4.39
33
0.77
11.73
11
1.26
2.02
22
2.87
36
0.30
6.90
18
1.39
11
1.16
13.46
40
7.88
23
0.70
2.39
62
3.57
78
0.45
6.14
7
7.26
9
0.84
11.84
1
0.94
5.05
50
4.75
53
1.09
16.36
3
8.87
8
0.65
11.60
11
4.99
12
1.20
3.70
52
4.16
30
0.52
1.06
29
2.59
21
0.49
4.11
13
6.54
2
0.90
2.20
17
3.23
21
0.20
0.16
8.86
19
5.00
7
0.00
5.50
59
0.91
32
0.11
Top Manager Ownership Level >$1M >$1M >$1M >$1M >$1M >$1M
$100k?$500k >$1M
$100k?$500k >$1M
$500k?$1M $100k?$500k
$1?$10,000 >$1M 0 NA 0 0
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