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Does Past Performance Matter? The Persistence Scorecard Summary of Results CONTRIBUTOR 
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Document Date: 2014-07-11 16:27:19


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Company

Mid-Cap Funds / 4th Quartile Large-Cap Funds / Multi-Cap Funds / Standard & Poor / Dow Jones Trademark Holdings LLC / S&P / S&P Dow Jones Indices LLC / Large-Cap Funds Mid-Cap Funds / Dow Jones / McGraw Hill Financial Inc. / Center for Research in Security Prices / Quartile 70 3rd Quartile 4th Quartile Small-Cap Funds / Large-Cap Funds / Small-Cap Funds / 4th Quartile Multi-Cap Funds / /

Country

United States / /

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Event

Reorganization / /

Facility

University of Chicago’s Center / /

IndustryTerm

transparent solutions / investment banks / investment products / institutional and retail investors / /

MarketIndex

S&P 500 / S&P DOW JONES INDICES S&P Dow Jones / S&P Dow Jones / /

Organization

the University of Chicago / Mutual Fund Category Fund / Consecutive 12-Month Periods Fund / Consecutive 12-Month Periods Mutual Fund Category Fund / /

Person

Keith Loggie / Priscilla Luk / Phillip Brzenk Qing Li Berlinda / Daniel Ung / /

Position

DESIGN CONTACT INFORMATION Global Head / Director Global Research & Design ay e.soe@spdji.com RESEARCH June / advisors / investment advisor / /

Product

4th Quartile Liquidated / /

URL

www.spdji.com / /

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