ࡱ>   !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}~Root Entryp?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}~q= ףp@q= ףp@CZAResBrSerializerCZASpecSerializer11-01 }1$ US DollarMseFMAGXMseINTEXInd sp500.indInd Sb3mtb.indInd Sb3mtb.indInd rvalue.indInd rgrowth.indInd r2value.indInd r2growth.indb russell.stlHalfLifeMaxShortMinimalAcceptableReturnPercentInCompletenessFundI@ ConstraintsModelSelection Performance R2DefinitionRollingWindowAlignment AdjustBetaAnnualizeIfLessThanOneYearDoCompletenessFundDynamicExpWeightingNoLimitUseCashEqAsIndexUseMaxDateRangeCurrency US DollarManagerToBeCompleted [Mse]FMAGX  11 $ US DollarMseFMAGXMseELCEXMseAALGXCZARiskReturnTableDataObject11 $Canadian DollarCZAPerformanceDataObjectCZATitleDataObject#CZAManagerVersusBenchmarkDataObjectCZAStyleMapDataObjectCZARiskReturnDataObjectCZACustomAxisDataObjectCZATextDataObject11 $ US DollarMseFMAGX????@@$IPropertyBackdrop?@lIPropertyLocationPrtPrtPrtPrt$mBB?iqIText?@ IPropertyTextDynamic Text Examples$"ArialAAUvPrtPrtPrtChart Sub-Title$mBB%%@@7l Chart Title!?@ Arial?Uv$PrtTablePrtChart Sub-Footero$mBBBFF@@ A@@ A Chart Footer%?@ Arial?Uv(Prt Chart FooterPrtPrt$mBBBFF@@@A@@AChart Sub-Footer)ITable?@IPropertyTable  N/A IPropertyLine? All CellsArial A AUv-PrtChart Sub-TitlePrt Chart Footer$mBB?F F @@?@@? ICornerLabel?@ Arial?Uv67IRowColumnHeading?@ Arial@@7lUv:Row 1;8?@ Arial@@7lUv=Column 1>ICell?@ Arial A A7lUvAB1/5%0.2f29<?@ ,Zephyr StyleADVISOR: Zephyr Associates, Inc.Arial=UvDPrt Chart TitlePrtTable O$mBBB%%@@@@@@Chart Sub-TitleEC,#',IPropertyLocationEx$mBBI@I@I@`}@I@h@I@h@h@`}@IPropertyShadowShadowJH''BB ContainerIPropertyFillExFillIPropertyLineExLine?IPropertyArrowArrow IPropertyTextExTextArialUvIShadowIPropertyImageExImageG''BBTitle {\rtf1\ansi\ansicpg1252\deff0\deflang1033{\fonttbl{\f0\fswiss\fprq2\fcharset0 Verdana;}{\f1\fnil\fcharset0 Times New Roman;}} {\colortbl ;\red0\green128\blue0;\red0\green0\blue0;} \viewkind4\uc1\pard\cf1\f0\fs24 \par \cf2 StyleADVISOR 6.6 includes a feature called \ul\b Dynamic Text,\ulnone\b0 which allows you to create chart text elements (Titles, Footers, Axis Labels, Legend Entries, Text Boxes, etc.) that automatically update to reflect changes in the information that is displayed on a chart. \par \par This workbook contains a series of sample text elements that use Dynamic Text. Each of these text elements can be copied from this workbook and placed into your own workbooks. Follow these steps to copy a text element out of this workbook: \par \par \pard\fi-360\li720\tx720 1.\tab Double-click the text element in this workbook that you want to copy. \par \pard\fi-360\li720 2.\tab Click \b Edit\'85\b0 \par 3.\tab Select \b Advanced \b0 under Mode. \par 4.\tab Highlight all of the text in the white box. \par 5.\tab Right click and select \b Copy\b0 . \par 6.\tab Open your workbook and double-click on the text element that you want to replace. \par 7.\tab Click \b Edit\'85\b0 \par 8.\tab Select \b Advanced \b0 under Mode. \par 9.\tab Click on the \b Clear All \b0 button. \par 10.Right click in the white box and select \b Paste\b0 . \par \pard \par \par \b What is Dynamic Text?\b0 \par StyleADVISOR allows you to build text elements that update with your analysis. A text element is composed of text entries, some of which are "dynamic." This Dynamic Text changes so that it reflects what is displayed on your charts. The Dynamic Text function "ManagerName(1)," for example, displays the name of the first manager in the analysis. A text element may be a combination of these functions and static text. You can also select different formats for things like dates, or tell StyleADVISOR to display different pieces of information depending on which benchmark is displayed on the graph. \par \par See Section 9.3.1 in the StyleADVISOR user manual for more information about building your own Dynamic Text elements.\f1\fs20 \par } @@~?@XPrtPrtPrtPrt$mBB?@ Benchmark Name in TitleArialAAUv[PrtPrtPrtChart Sub-Title$mBB;%%@@;l Chart Title\?@ ArialogUv_PrtTablePrtChart Sub-Footero$mBBB;FF@@ A@@ A; Chart Footer`?@ Arial..UvcPrt Chart FooterPrtPrt$mBBB;FF@@@A@@A;Chart Sub-Footerd+?@.  N/A0? All CellsArial A AUvgPrtChart Sub-TitlePrt Chart Footer$mBBF F @@?@@?4?@ Arial mUvmn8?@ Arial@@;lUvpRow 1q8?@ Arial@@;lUvsColumn 1t??@ Arial A A;lUvvwihl%0.2fjor?@ ,Zephyr StyleADVISOR: Zephyr Associates, Inc.ArialmoUvyPrt Chart TitlePrtTable O$mBBB%%@@@@@@&Chart Sub-TitlezZxf^bfG$mBBri pI@I@I@`}@I@h@I@h@h@`}@IShadowSingle Computation<% end %>Arial?@?@GUvPrt Chart TitlePrtGraph$m*@BAFF@@?@@?Chart Sub-Title?@ <% --Lines starting with -- are comments. They are ignored --when the script decides what to output. --Combine lets you define a separator to go between your stats. --In this case it's a slash (/) --This example shows the Y Axis stat first, then a slash then --the X Axis stat, both stats will display the name of the benchmark --used if the stat is a "vs benchmark" type. Combine( '/', StatisticWithBenchmarkName( 'Y' ), StatisticWithBenchmarkName( 'X' ) ) --Notice that new lines and extra white space don't affect --the output but make the Dynamic Text much easier to read. --The above script could also be written like this: --Combine('/',StatisticWithBenchmarkName( 'Y' ), StatisticWithBenchmarkName( 'X' )) --but it'd be much less readable. %>ArialUvPrtPrtPrtChart Sub-Title$mB*@ ?? Chart Title?@ ArialUvPrtGraphPrtChart Sub-Footer?$mABBBFEFE@@ A@@ A Chart Footer?@ <% if IsBenchmarkDisplayed( 'Style' ) then Combine( ', ', StyleCoordinateScalingDisplay(), SampleTypeDisplay(), StyleAnalysisModelDisplay(), ExponentialWeightingDisplay(), CurrencyDisplay() ) else CurrencyDisplay() end %>ArialUvPrt Chart FooterPrtPrtA$mCBBBFF@@@@@@Chart Sub-FooterIGraph?@IPropertyGraph IDataSeries =[Mse]FMAGXX =[Mse]FMAGXYFidelity Magellan ILineSeries ILinePoint M[Mse]FMAGXG@ArialUvX NumberY Numberg?@ArialUv @ =[Mse]INTEXX =[Mse]INTEXY1838 International Equity M[Mse]INTEXG@ArialUvX NumberY Numberg?@ArialUv @ =BenchmarkX =BenchmarkYMarket Benchmark:|S&P 500 Index BBenchmarkG@ArialUvX NumberY Number#g?@Arial Uv @IPropertyXYPlot IStackItempBIProperty3DGraphI@PrtChart Sub-TitlePrt Chart Footer$mCABBF@@????@ ArialUvPrtPrtPrtGraph Sub-TitleFY lT B A Graph Title?@ ArialUvPrt Graph TitlePrt Plot TitleFT lQ ABpAGraph Sub-Title?@ <% DisplayDateRange() %>yArialUvPrtGraph Sub-TitlePrtPlot Sub-TitleFY lV B@$1@@?A? Plot Title?@ ArialUvPrt Plot TitlePrtXY PlotFO lABAPlot Sub-TitleIXYPlot?@ PrtPlot Sub-TitleLegendPrtFYL)CBB#2@?@ IXYPlotFrame?@IPropertyDataPointLabelArialUv0Y AxisPrtPrtX AxisL)<8-ABB @@@ Plot FrameIAxis IPropertyAxisAxis8@8@K BIPropertyNumber Labels Number%g Labels TextArialUv0Major Grid Lines0Minor Grid LinesPrt Plot FramePrt X Axis Titlei)<L?BBB ITickLabel?@IPropertyTickLabel Jan 2002Arial{UvMajor Tick Label 1"ITick!?@ Sep 2002ArialzUv&Major Tick Label 2(# @%'?@ May 2003ArialgUv+Major Tick Label 3-#0@*,?@ Jan 2004ArialkUv0Major Tick Label 42#8@/1X Axis $#@#@#@)#$@#(@#,@.#2@#4@#6@3AxisN@$N@$K B Labels Number%g%% Labels TextArialUv0Major Grid Lines0Minor Grid Lines Y Axis TitlePrt Plot FramePrt7 A@8-AB?@ -10%ArialB_UvEMajor Tick Label 1G#=$DF?@ 0%ArialkUvJMajor Tick Label 2L#=IK?@ 10%ArialeUvOMajor Tick Label 3Q#=$@NP?@ 20%ArialZUvTMajor Tick Label 4V#=4@SU?@ 30%ArialDUvYMajor Tick Label 5[#=>@XZ?@ 40%ArialUv^Major Tick Label 6`#=D@]_?@ 50%ArialkUvcMajor Tick Label 7e#=I@bd?@ 60%Arial{UvhMajor Tick Label 8j#=N@giY AxisAB@?>$H#= #=#=#=M#=@#=@#=@#= @R#=(@#=,@#=0@#=2@W#=6@#=8@#=:@#=<@\#=@@#=A@#=B@#=C@a#=E@#=F@#=G@#=H@f#=J@#=K@#=L@#=M@k^K)< IAxisTitle?@ )Batting Average vs. <% BenchmarkName() %>ArialUvPrtPrtY AxisPrti7 A@B z? A Y Axis Title= =?@ TimexArialUvPrtX AxisPrtPrti?LABBB@-A?; X Axis Title  = ILegend?@IPropertyLegendAIPropertyLegendLocationXY PlotPlot Sub-TitlePrtPrtLY l)CBBBPP?p/@?x@;A?@ ArialUvPrtPrtPrt Legend BodyLkBpA Legend Title ILegendBody Arial?@?@B_UvPrt Legend TitlePrtPrtLk)<BB  ILegendEntry Arial?@?@B_Uv M[Mse]FMAGX Arial?@?@B_Uv M[Mse]INTEX Arial?@?@B_Uv BBenchmark Legend Body G$mCBBI@I@I@@I@@I@@@@IShadow''BBIArrowG@3[!mB@VB"A@8@4@@4@@4@@@@!@@!@@8@!@@8@@IShadow)',[:PArrowNLineG@''BBAnnotation ElementITextBoxGHXk B|@/BEB&@`@@@`@@@`@@@*@@@@@@@&@@&@*@IShadowly = 'Da( RTextThe Benchmark name appears here in place of the "vs. Market Benchmark" that appears in the default version of the title. If you change the market benchmark in the analysis parameters then the title updates."Arial@@UvLNLineG@''BBAnnotation Elementndy Container IPropertyFillNLine?PArrow RTextArialUvIShadowUImageG''BBChart 84ReturnStandard Deviation Sharpe RatioSemi-Standard Deviation%Downside Deviation (MAR = <%MAR()%>%)#Downside Deviation (MAR = Cash Eq.)# of Up <%DataFrequency()%>s# of Down <%DataFrequency()%>sAverage Up ReturnAverage Down ReturnBest <%DataFrequency()%> Return Worst <%DataFrequency()%> Return(<%StyleMapXLow()%> - <%StyleMapXHigh()%>(<%StyleMapYLow()%> - <%StyleMapYHigh()%>1<%StyleMapXLow()%> - <%StyleMapXHigh()%> (Scaled)1<%StyleMapYLow()%> - <%StyleMapYHigh()%> (Scaled)Style TurnoverMaximum Drawdown Sortino Ratio (MAR = <%MAR()%>%)Sortino Ratio (MAR = Cash Eq.)%Excess Return vs. <%BenchmarkName()%>!Excess Return vs. Style Benchmark0Std Dev of Excess Return vs. <%BenchmarkName()%>,Std Dev of Excess Return vs. Style Benchmark'Batting Average vs. <%BenchmarkName()%>#Batting Average vs. Style Benchmark)Information Ratio vs. <%BenchmarkName()%>3Information Ratio vs. Beta Adj. <%BenchmarkName()%>%Information Ratio vs. Style Benchmark#T Statistic vs. <%BenchmarkName()%>T Statistic vs. Style Benchmark*Significance Level vs. <%BenchmarkName()%>&Significance Level vs. Style Benchmark"Up Capture vs. <%BenchmarkName()%>Up Capture vs. Style Benchmark$Down Capture vs. <%BenchmarkName()%> Down Capture vs. Style BenchmarkAlpha vs. <%BenchmarkName()%>Alpha vs. Style BenchmarkBeta vs. <%BenchmarkName()%>Beta vs. Style Benchmark!R Squared vs. <%BenchmarkName()%>R Squared vs. Style Benchmark#Correlation vs. <%BenchmarkName()%>Correlation vs. Style Benchmark%Treynor Ratio vs. <%BenchmarkName()%>!Treynor Ratio vs. Style BenchmarkCitigroup 3-month T-billRussell 1000 ValueRussell 1000 GrowthRussell 2000 ValueRussell 2000 Growth4ReturnStandard Deviation Sharpe RatioSemi-Standard Deviation%Downside Deviation (MAR = <%MAR()%>%)#Downside Deviation (MAR = Cash Eq.)# of Up <%DataFrequency()%>s# of Down <%DataFrequency()%>sAverage Up ReturnAverage Down ReturnBest <%DataFrequency()%> Return Worst <%DataFrequency()%> Return(<%StyleMapXLow()%> - <%StyleMapXHigh()%>(<%StyleMapYLow()%> - <%StyleMapYHigh()%>1<%StyleMapXLow()%> - <%StyleMapXHigh()%> (Scaled)1<%StyleMapYLow()%> - <%StyleMapYHigh()%> (Scaled)Style TurnoverMaximum Drawdown Sortino Ratio (MAR = <%MAR()%>%)Sortino Ratio (MAR = Cash Eq.)%Excess Return vs. <%BenchmarkName()%>!Excess Return vs. Style Benchmark0Std Dev of Excess Return vs. <%BenchmarkName()%>,Std Dev of Excess Return vs. Style Benchmark)Batting Average vs. <% BenchmarkName() %>#Batting Average vs. Style Benchmark)Information Ratio vs. <%BenchmarkName()%>3Information Ratio vs. Beta Adj. <%BenchmarkName()%>%Information Ratio vs. Style Benchmark#T Statistic vs. <%BenchmarkName()%>T Statistic vs. Style Benchmark*Significance Level vs. <%BenchmarkName()%>&Significance Level vs. Style Benchmark"Up Capture vs. <%BenchmarkName()%>Up Capture vs. Style Benchmark$Down Capture vs. <%BenchmarkName()%> Down Capture vs. Style BenchmarkAlpha vs. <%BenchmarkName()%>Alpha vs. Style BenchmarkBeta vs. <%BenchmarkName()%>Beta vs. Style Benchmark!R Squared vs. <%BenchmarkName()%>R Squared vs. Style Benchmark#Correlation vs. <%BenchmarkName()%>Correlation vs. Style Benchmark%Treynor Ratio vs. <%BenchmarkName()%>!Treynor Ratio vs. Style BenchmarkCitigroup 3-month T-billRussell 1000 ValueRussell 1000 GrowthRussell 2000 ValueRussell 2000 GrowthTime~11[Ind]sp500.ind[Ind]Sb3mtb.ind[Ind]rvalue.ind[Ind]rgrowth.ind[Ind]r2value.ind[Ind]r2growth.ind@@?@PrtPrtPrtPrt$mBB?@ Customized Rolling Window TextArialAAUvPrtPrtPrtChart Sub-Title$mBB:%%@@;l Chart Title?@ ArialUvPrtTablePrtChart Sub-Footero$mBBB:FF@@ A@@ A: Chart Footer?@ ArialB_UvPrt Chart FooterPrtPrt$mBBB:FF@@@A@@A:Chart Sub-Footer+?@.  N/A0? All CellsArial A AUvPrtChart Sub-TitlePrt Chart Footer$mBBF F @@?@@?4?@ ArialB_Uv8?@ Arial@@;lUvRow 18?@ Arial@@;lUvColumn 1??@ Arial A A;lUv%0.2f?@ ,Zephyr StyleADVISOR: Zephyr Associates, Inc.ArialUvPrt Chart TitlePrtTable O$mBBB%%@@@@@@&Chart Sub-TitleG$mBBI@I@I@`}@I@h@I@h@h@`}@IShadow 'X' ) eti''BB ContainerLFillNLine?PArrow RTextArialoUvIShadowUImageG''BBTitle N?@PrtPrtPrtPrt$mCBB?@ Manager StyleArialUvPrtPrtPrtChart Sub-Title$mBh@ ?? Chart Title?@ <% --Assign formatted rolling window size into variable named "period" period = RollingWindowSize():Format( 'YCount Year MCount Month' ) --Check to see if the result of the previous line contains " 0 Month" location = Find( period, ' 0 Month' ) --The type of the variable "location" will be Number only if --" 0 Month" appears in the variable "period". --If that's the case we'll drop the months from the output if Type( location ) == 'Number' then period = RollingWindowSize():Format( 'YCount Year' ) end --Here's where the period gets displayed Display( period ) --Text outside the end markers (%>) is displayed, so this next --line puts the words " Rolling Windows" after the contents of --the variable "period". %> Rolling WindowsArialUvPrt Chart TitlePrtGraph$mlh@B_FAF F @@?@@?Chart Sub-Title?@ ArialUvPrtGraphPrtChart Sub-Footer?$mABBBFEFE@@ A@@ A Chart Footer?@ <% if IsBenchmarkDisplayed( 'Style' ) then Combine( ', ', StyleCoordinateScalingDisplay(), SampleTypeDisplay(), StyleAnalysisModelDisplay(), ExponentialWeightingDisplay(), CurrencyDisplay() ) else CurrencyDisplay() end %>ArialUvPrt Chart FooterPrtPrtA$mCBBBFF@@@@@@Chart Sub-Footer?@ =[Mse]FMAGXX =[Mse]FMAGXYFidelity Magellan M[Mse]FMAGX#?ArialUvX Number%.4fY Number%.4fg?@ArialUv @ =[Mse]INTEXX =[Mse]INTEXY1838 International Equity M[Mse]INTEX#?Arial=UvX Number%.4fY Number%.4fg?@ArialArialUvPrtGraph Sub-TitlePrtPlot Sub-Title. l B@-w@@?A? Plot Title?@ ArialUvPrt Plot TitlePrtXY Plot. lcABAPlot Sub-Title?@PrtPlot Sub-TitleLegendPrt. ,J.C@BB,A)@?@ ?@ArialUv0 433333?Y AxisPrtPrtX Axis; x ,Je? ABB=@@ m;k Plot FrameAxisD@?K B Labels Number%g Labels TextArialUv0Major Grid Lines0Minor Grid LinesPrt Plot FramePrt X Axis TitleZe?,JBBBB?@ F<% if XAxisMinMax() == -2 then StyleMapXLow() else %>-2<% end %>ArialUv Minimum Label#?@ -1ArialUvMajor Tick Label 1#?@ 0ArialUvMajor Tick Label 2#?@ 1ArialUvMajor Tick Label 3#??@ D<% if XAxisMinMax() == -2 then StyleMapXHigh() else %>2<% end %>ArialUv Maximum Label#@X Axis####ffffff#333333##333333#ٿ#ɿ#?#?#433333?#?#433333?#ffffff?#?#?#@AxisD@?K B Labels Number%g Labels TextArialUv0Major Grid Lines0Minor Grid Lines Y Axis TitlePrt Plot FramePrtZx ; B AB?@ D<% if YAxisMinMax() == -2 then StyleMapYLow() else %>-2<% end %>ArialUv Minimum Label#?@ -1ArialUvMajor Tick Label 1#?@ 0ArialUvMajor Tick Label 2#?@ 1ArialUvMajor Tick Label 3#??@ E<% if YAxisMinMax() == -2 then StyleMapYHigh() else %>2<% end %>ArialUv Maximum Label#@Y Axis####ffffff#333333##333333#ٿ#ɿ#?#?#433333?#?#433333?#ffffff?#?#?#@; | He??@ ArialUvPrtPrtY AxisPrtZx e?@B Y Axis Title?@ ArialUvPrtX AxisPrtPrtZ :,JBBBB X Axis Title?@AXY PlotPlot Sub-TitlePrtPrt,J l.CB@BBVV?PH5@?P@?@ ArialUvPrtPrtPrt Legend BodyJ{ kBpA Legend Title zArial?@?@B_UvPrt Legend TitlePrtPrtJ{ ke?BB zArial?@?@B_Uv M[Mse]FMAGX zArial?@?@B_Uv M[Mse]INTEX zArial?@?@B_Uv Srussell.stl pArial?@?@B_Uv BBenchmark Arial?@?@B_Uv UUniverse Legend Bodyz~vxG$mCBBI@I@I@@I@@I@@@@IShadow''BBG}:Km _VBV39A'BA>@`@@`@@`@@D@@ڪ@@ڪ@>@ڪ@>@D@IShadowPArrowNLineG@''BBAnnotation ElementGKjOZB*A BU{B@|@@|@@@|@@@@@@O@@O@@O@@@IShadowly = 'Da( RTextPThis sub-title replaces the default "36-Month Moving Windows, Computed Monthly.""Arial@@UvLNLineG@''BBAnnotation Element! nd ContainerNLine?PArrow RTextArialUvIShadowUImageG''BBChart 4Russell 1000 ValueRussell 1000 GrowthRussell 2000 ValueRussell 2000 Growth[Ind]rvalue.ind[Ind]rgrowth.ind[Ind]r2value.ind[Ind]r2growth.ind[Ind]rvalue.ind[Ind]rgrowth.ind[Ind]r2value.ind[Ind]r2growth.ind <% StyleMapXLow() %>D<% if XAxisMinMax() == -4 then StyleMapXLow() else %>-4<% end %>E<% if XAxisMinMax() == -3 then StyleMapXLow() else %>-3<% end %><% StyleMapXLow() %>F<% if XAxisMinMax() == -2 then StyleMapXLow() else %>-2<% end %><% StyleMapXLow() %>?<% StyleMapXHigh() %>@D<% if XAxisMinMax() == -2 then StyleMapXHigh() else %>2<% end %>@<% StyleMapXHigh() %>@E<% if XAxisMinMax() == -3 then StyleMapXHigh() else %>3<% end %>@D<% if XAxisMinMax() == -4 then StyleMapXHigh() else %>4<% end %>@<% StyleMapXHigh() %>%g <% StyleMapYLow() %>K<% if YAxisMinMax() == -4 then StyleMapYHigh() else %>-4<% end %>K<% if YAxisMinMax() == -3 then StyleMapYHigh() else %>-3<% end %><% StyleMapYLow() %>D<% if YAxisMinMax() == -2 then StyleMapYLow() else %>-2<% end %><% StyleMapYLow() %>?<% StyleMapYHigh() %>@E<% if YAxisMinMax() == -2 then StyleMapYHigh() else %>2<% end %>@<% StyleMapYHigh() %>@D<% if YAxisMinMax() == -3 then StyleMapYHigh() else %>3<% end %>@J<% if YAxisMinMax() == -4 then StyleMapYHigh() else %>4<% end %>@<% StyleMapYHigh() %>%g,.11 russell.stl[Ind]sp500.ind@@{?@*PrtPrtPrtPrt$mBB?@ Show Analysis LengthArialAAUv-PrtPrtPrtChart Sub-Title$mBB;%%@@;l Chart Title.?@ ArialUv1PrtTablePrtChart Sub-Footero$mBBB;FF@@ A@@ A; Chart Footer2?@ ArialUv5Prt Chart FooterPrtPrt$mBBB;FF@@@A@@A;Chart Sub-Footer6+?@.  N/A0? All CellsArial A AUv9PrtChart Sub-TitlePrt Chart Footer$mBBF F @@?@@?4?@ ArialUv?@8?@ Arial@@;lUvBRow 1C8?@ Arial@@;lUvEColumn 1F??@ Arial A A;lUvHI;:>%0.2f<AD?@ ,Zephyr StyleADVISOR: Zephyr Associates, Inc.ArialUvKPrt Chart TitlePrtTable O$mBBB%%@@@@@@&Chart Sub-TitleL,J8048G$mBBJJI@I@I@`}@I@h@I@h@h@`}@IShadowearViON''BB ContainerLFillNLine?PArrow RTextArialanUvIShadowUImageG''BBTitle N?@XPrtPrtPrtPrt$mCBB?@ Manager StyleArialUv[PrtPrtPrtChart Sub-Title$mBe@ ?? Chart Title\?@ ^<% if IsRollingWindow() then DisplayRollingWindow() else %>Single Computation<% end %>WArialUv_Prt Chart TitlePrtGraph$me@BAFF@@?@@?Chart Sub-Title`?@ ArialUvcPrtGraphPrtChart Sub-Footer?$mABBBFEFE@@ A@@ A Chart Footerd?@ <% if IsBenchmarkDisplayed( 'Style' ) then Combine( ', ', StyleCoordinateScalingDisplay(), SampleTypeDisplay(), StyleAnalysisModelDisplay(), ExponentialWeightingDisplay(), CurrencyDisplay() ) else CurrencyDisplay() end %>ArialUvgPrt Chart FooterPrtPrtA$mCBBBFF@@@@@@Chart Sub-Footerh?@ =[Mse]FMAGXXj =[Mse]FMAGXYjFidelity Magellan M[Mse]FMAGX#?mArialIUvX Number%.4fY Number%.4fg?@Arial?Uv @ =[Mse]INTEXXj =[Mse]INTEXYj1838 International Equity M[Mse]INTEX#?Arial(@UvX Number%.4fY Number%.4fg?@ArialUv @ =BenchmarkXj =BenchmarkYj S&P 500 IndexA BBenchmark#?ArialUvX Number%.4fY Number%.4f#g?@ArialUv @ =UniverseXj =UniverseYj UUniverse.@ArialUvX Number%.4fY Number%.4fg??Arial?Uv @=StyleMapStyleBasisXj=StyleMapStyleBasisYjRussell Generic CornersrvalueArialUvrgrowthArialUvr2valueArialUvr2growthArialUv Srussell.stl.@Arial<%UvX Number%.4fY Number%.4fg@@ArialaxUv @jjjjmpBI@kPrtChart Sub-TitlePrt Chart Footer$mCABB.@????@ ArialUvPrtPrtPrtGraph Sub-Title.] lq B A Graph Title?@ ArialUvPrt Graph TitlePrt Plot Title.q l{ ABpAGraph Sub-Title?@ Latest <% --Text before the begin markers (<%) is displayed so this line --makes your Plot Title start with the word "Latest " --AnalysisLength() returns the total length of the analysis AnalysisLength() --Notice that you can start and stop Dynamic Text in the middle --of your script. Here we're sticking the word " Ending " into --the Plot Title then going back to Dynamic Text to show the --end date %> Ending <% --This line shows the end date in a standard format. DisplayDate( EndDate() ) %>ArialUvPrtGraph Sub-TitlePrtPlot Sub-Title.] l] B@- w @@?A? Plot Title?@ ArialUvPrt Plot TitlePrtXY Plot. lXABAPlot Sub-Title?@PrtPlot Sub-TitleLegendPrt.] ,J'C@BB,"A)@?@ ?@ArialUv0 433333? Y AxisPrtPrtX Axis; ,JC? ABB =@@n Plot FrameAxisD@?K B Labels Number%g Labels TextArialUv0Major Grid Lines0Minor Grid LinesPrt Plot FramePrt X Axis TitleZC?,JBBBB?@ F<% if XAxisMinMax() == -2 then StyleMapXLow() else %>-2<% end %>ArialUv Minimum Label#?@ -1ArialUvMajor Tick Label 1#?@ 0ArialUv Major Tick Label 2"#!?@ 1ArialUv%Major Tick Label 3'#?$&?@ D<% if XAxisMinMax() == -2 then StyleMapXHigh() else %>2<% end %>ArialUv* Maximum Label,#@)+X Axis####ffffff#333333##333333#ٿ#ɿ##?#?#433333?#?(#433333?#ffffff?#?#?#@-AxisD@?K B Labels Number%g Labels TextArialUv0Major Grid Lines0Minor Grid Lines Y Axis TitlePrt Plot FramePrtZ ; B AB?@ D<% if YAxisMinMax() == -2 then StyleMapYLow() else %>-2<% end %>ArialUvH Minimum LabelJ#@GI?@ -1ArialUvMMajor Tick Label 1O#@LN?@ 0ArialUvRMajor Tick Label 2T#@QS?@ 1ArialUvWMajor Tick Label 3Y#@?VX?@ E<% if YAxisMinMax() == -2 then StyleMapYHigh() else %>2<% end %>ArialUv\ Maximum Label^#@@[]Y AxisDECBAK#@#@#@#@ffffff#@333333P#@#@333333#@ٿ#@ɿU#@?#@?#@433333?#@?Z#@433333?#@ffffff?#@?#@?#@@_  ; HC??@ ArialUvsPrtPrtY AxisPrtZ C?@B Y Axis Titlet@ @?@ ArialUvwPrtX AxisPrtPrtZ9,JBBBB X Axis Titlex  @vr ?@AXY PlotPlot Sub-TitlePrtPrt,J] l'CB@BBVV?5@?B+@{?@ ArialUvPrtPrtPrt Legend BodyJ kBpA Legend Title zArial?@?@B_UvPrt Legend TitlePrtPrtJ kD?BB zArial?@?@B_Uv M[Mse]FMAGX zArial?@?@B_Uv M[Mse]INTEX zArial?@?@B_Uv Srussell.stl pArial?@?@B_Uv BBenchmark Arial?@?@B_Uv UUniverse Legend Body|}~zlZ^jbfjG$mCBBI@I@I@@I@@I@@@@IShadow''BBGZF Y  BdA)B.?A@Z@@Z@B@Z@B@@B@ @@ @@ @@@IShadow)',[:PArrowNLineG@''BB)Annotation ElementGM5keQBY@tBBj@(@@(@@@(@@@@@@e@@e@j@e@j@@IShadow??RTextThis title replaces the default, which shows the Begin and End dates. This version is useful when using the Latest N Periods in the date options of the analysis parameters."Arial@@UvLNLineG@''BBAnnotation Element ContainerNLine?PArrow RTextArialUvIShadowUImageG''BBChart 2Russell 1000 ValueRussell 1000 GrowthRussell 2000 ValueRussell 2000 Growth[Ind]rvalue.ind[Ind]rgrowth.ind[Ind]r2value.ind[Ind]r2growth.ind[Ind]rvalue.ind[Ind]rgrowth.ind[Ind]r2value.ind[Ind]r2growth.ind <% StyleMapXLow() %>D<% if XAxisMinMax() == -4 then StyleMapXLow() else %>-4<% end %>E<% if XAxisMinMax() == -3 then StyleMapXLow() else %>-3<% end %><% StyleMapXLow() %>F<% if XAxisMinMax() == -2 then StyleMapXLow() else %>-2<% end %><% StyleMapXLow() %>?<% StyleMapXHigh() %>@D<% if XAxisMinMax() == -2 then StyleMapXHigh() else %>2<% end %>@<% StyleMapXHigh() %>@E<% if XAxisMinMax() == -3 then StyleMapXHigh() else %>3<% end %>@D<% if XAxisMinMax() == -4 then StyleMapXHigh() else %>4<% end %>@<% StyleMapXHigh() %>%g <% StyleMapYLow() %>K<% if YAxisMinMax() == -4 then StyleMapYHigh() else %>-4<% end %>K<% if YAxisMinMax() == -3 then StyleMapYHigh() else %>-3<% end %><% StyleMapYLow() %>D<% if YAxisMinMax() == -2 then StyleMapYLow() else %>-2<% end %><% StyleMapYLow() %>?<% StyleMapYHigh() %>@E<% if YAxisMinMax() == -2 then StyleMapYHigh() else %>2<% end %>@<% StyleMapYHigh() %>@D<% if YAxisMinMax() == -3 then StyleMapYHigh() else %>3<% end %>@J<% if YAxisMinMax() == -4 then StyleMapYHigh() else %>4<% end %>@<% StyleMapYHigh() %>%g01 russell.stl[Ind]sp500.ind@@z?@PrtPrtPrtPrt$mBB?@ Sample Date FormatsArialAAB_UvPrtPrtPrtChart Sub-Title$mBB:%%@@;l Chart Title?@ ArialB_UvPrtTablePrtChart Sub-Footero$mBBB:FF@@ A@@ A: Chart Footer?@ ArialUvPrt Chart FooterPrtPrt$mBBB:FF@@@A@@A:Chart Sub-Footer+?@.  N/A0? All CellsArial A AUvPrtChart Sub-TitlePrt Chart Footer$mBBF F @@?@@?4?@ ArialUv8?@ Arial@@;lUvRow 18?@ Arial@@;lUvColumn 1??@ Arial A A;lUv%0.2f?@ ,Zephyr StyleADVISOR: Zephyr Associates, Inc.ArialB_UvPrt Chart TitlePrtTable O$mBBB%%@@@@@@&Chart Sub-TitleG$mBBI@I@I@`}@I@h@I@h@h@`}@IShadowearVi''BB ContainerLFillNLine?PArrow RTextArialanUvIShadowUImageG''BBTitle )E?@PrtPrtPrtPrt$mCBB?@ <% --daily, monthly, and quarterly date formats are stored in variables --that are used by all functions that display dates so that you only --have to change the format once to affect anything date related --in Dynamic Text --The format string 'MM / YYYY' tells Dynamic Text to display months --as numbers rather than names and all four digits of the year --separated by a slash (/) monthlyDateFormat = 'MM / YYYY' quarterlyDateFormat = 'MM / YYYY' --The DisplayDateRange() function uses these format strings to --display the beginning and ending dates. It also puts a hyphen --between the begin and end dates. DisplayDateRange() %>YArialUvPrtPrtPrtChart Sub-Title$m;B@ ?? Chart Title?@ <% --The format string 'Mon YYYY' tells Dynamic Text functions to show --months as three letter abbreviations and years as all four digits --separated by a space monthlyDateFormat = 'Mon YYYY' quarterlyDateFormat = 'Mon YYYY' DisplayDateRange() %>XArialUvPrt Chart TitlePrtGraph;$m@B>ZIAF F @@?@@?Chart Sub-Title?@ ArialUvPrtGraphPrtChart Sub-Footer?$mABBBFEFE@@ A@@ A Chart Footer?@ <% if IsBenchmarkDisplayed( 'Style' ) then Combine( ', ', SampleTypeDisplay(), StyleAnalysisModelDisplay(), ExponentialWeightingDisplay(), CurrencyDisplay() ) else CurrencyDisplay() end %>ArialUvPrt Chart FooterPrtPrtA$mCBBBFF@@@@@@Chart Sub-Footer?@ =[Mse]FMAGXX =[Mse]FMAGXYFidelity Magellan M[Mse]FMAGX#?ArialUvX NumberY Numberg?@ArialUv @ =[Mse]INTEXX =[Mse]INTEXY1838 International Equity M[Mse]INTEX#?ArialUvX NumberY Numberg?@ArialUv @ =BenchmarkX =BenchmarkYMarket Benchmark:|S&P 500 Index BBenchmarkArialUvX NumberY Number#g?@ArialUv @=RiskReturnCashEqX=RiskReturnCashEqY)Cash Equivalent:|Citigroup 3-month T-billXRiskReturnCashEqArial!UvX NumberY Number#g?@ArialUv @=RiskReturnCapitalMarketLineX=RiskReturnCapitalMarketLineYCapital Market LineXRiskReturnCapitalMarketLine 433333?ArialUvX NumberY Numberg?@ArialUv @pBI@PrtChart Sub-TitlePrt Chart Footer$mC>ZIABBIF@@????@ ArialUvPrtPrtPrtGraph Sub-TitleF lB A Graph Title?@ ArialUvPrt Graph TitlePrt Plot TitleF l ABpAIGraph Sub-Title?@ ,<% --The date format string 'Month DD, YYYY' tells Dynamic Text to show --dates as an unabreviated month name followed by a two digit date --followed by a comma then all four digits of the year monthlyDateFormat = 'Month DD, YYYY' quarterlyDateFormat = 'Month DD, YYYY' DisplayDateRange() %>cArialUvPrtGraph Sub-TitlePrtPlot Sub-TitleF lA B@$$ @@@@? Plot Title?@ ArialUv Prt Plot TitlePrtXY PlotF lxABAPlot Sub-Title ?@PrtPlot Sub-TitleLegendPrtFA L.C@BBI#@?@ ?@ArialUv0Y AxisPrtPrtX Axis Lx=rA&ABIBB@@ Plot FrameAxis{2@.@м`1@K B Labels Number%g%% Labels TextArialUv0Major Grid Lines0Minor Grid LinesPrt Plot FramePrt X Axis Titleix=L?IBBB?@ 0%@Arial_`UvMajor Tick Label 1#?@ 5%@ArialZUv"Major Tick Label 2$#@!#?@ 10%@ArialzUv'Major Tick Label 3)#$@&(?@ 15%@ArialgUv,Major Tick Label 4.#.@+-?@ 18%@ArialkUv1 Maximum Label3#2@02X Axis #?#@#@#@%#@#@# @#"@*#&@#(@#*@#,@/#0@#1@#2@4Axis{@@[UK B Labels Number%g%% Labels TextArialUv0Major Grid Lines0Minor Grid Lines Y Axis TitlePrt Plot FramePrt B`@rA&AB?@ -2.5%AArialUvL Minimum LabelN#DKM?@ -2%AArialUvQMajor Tick Label 1S#DPR?@ 0%AArialUvVMajor Tick Label 2X#DUW?@ 2%AArial;DUv[Major Tick Label 3]#D@Z\?@ 4%AArial_`Uv`Major Tick Label 4b#D@_aY AxisHIGFEO#DT#D#D#DY#D?#D?#D?^#D@#D@#D @c \Kx=?@ ReturnArialUvoPrtPrtY AxisPrti B`@B5;? Ag Y Axis TitlepDD?@ '<% StatisticWithBenchmarkType( 'X' ) %>ArialUvsPrtX AxisPrtPrti?LBBBBK}r4&A`/c@ X Axis TitletDrn?@AXY PlotPlot Sub-TitlePrtPrtLA l.CB@BBP~P?c1@?#r)Agw?@ ArialUv{PrtPrtPrt Legend BodyLkBpA Legend Title| Arial@@@@UvPrt Legend TitlePrtPrtLky=BB Arial@@@@Uv M[Mse]FMAGX Arial@@@@Uv M[Mse]INTEX Arial?@?@B_Uv BBenchmark ArialUvXRiskReturnCashEq ArialUvXRiskReturnCapitalMarketLine Legend Bodyxyz~  vG$mCBBI@I@I@@I@@I@@@@IShadow''BBGuz/'KZ@MA^.BkBcȍ@u@@u@@u@@1@@@@@ȍ@@ȍ@1@IShadowly = 'Da( RTextMost graphs in StyleADVISOR show the time period for the graph in a title or sub-title. By default these titles read "Begins Date - Ends Date." The dates are formatted Month YYYY. Here we provide three alternative date formats."Arial@@UvLNLineG@''BBAnnotation ElementndyG}JEENA;AAAc$@@.@@J@@J@@J@@.@@$@@$@@IShadow)',[:PArrowNLineG@''BBAnnotation Element ContainerNLine?PArrow RTextArialUvIShadowUImageG''BBChart 3'<% StatisticWithBenchmarkType( 'X' ) %>'<% StatisticWithBenchmarkType( 'X' ) %>'<% StatisticWithBenchmarkName( 'X' ) %>Capital Market LineCapital Market Line[Ind]sp500.indMarket Benchmark:|S&P 500 Index[Ind]Sb3mtb.ind@@y?@PrtPrtPrtPrt$mBB)?@ Show Currency NameArialAAUvPrtPrtPrtChart Sub-Title$mBB%%@@;l Chart Title?@ ArialUvPrtTablePrtChart Sub-Footero$mBBBFF@@ A@@ A Chart Footer?@ ArialB_UvPrt Chart FooterPrtPrt$mBBBFF@@@A@@AChart Sub-Footer+?@.  N/A0? All CellsArial A AUvPrtChart Sub-TitlePrt Chart Footer$mBBF F @@?@@?4?@ ArialUv8?@ Arial@@;lUvRow 18?@ Arial@@;lUvColumn 1??@ Arial A A;lUv%0.2f?@ ,Zephyr StyleADVISOR: Zephyr Associates, Inc.ArialUvPrt Chart TitlePrtTable O$mBBB%%@@@@@@&Chart Sub-TitleG$mBB˼I@I@I@`}@I@h@I@h@h@`}@IShadowearVi''BB ContainerLFillNLine?PArrow RTextArialoUvIShadowUImageG''BBTitle 7 ?@PrtPrtPrtPrt$mCBB?@ Manager PerformanceArialUvPrtPrtPrtChart Sub-Title$mBEr@ ?? Chart Title?@ ^<% if IsRollingWindow() then DisplayRollingWindow() else %>Single Computation<% end %>ArialUvPrt Chart TitlePrt Graph Stack$mEr@B  AFF@@?@@Chart Sub-Title?@ ArialUvPrt Graph StackPrtChart Sub-FooterS=$m@xBB~;BF#F#@@@@@@& Chart Footer?@ 8<% --The following information is only relevant if the Style Benchmark --is being displayed so we check to see if it is and only then do --we display most of this info if IsBenchmarkDisplayed( 'Style' ) then Combine( ', ', SampleTypeDisplay(), StyleAnalysisModelDisplay(), ExponentialWeightingDisplay(), %>Currency: <% .. CurrencyName() ) else --If Style Benchmark isn't displayed we only show the Currency %>Currency: <% --CurrencyName() shows the full name, Currency() shows the TLA. CurrencyName() end %>LArialUvPrt Chart FooterPrtPrta@$mCBBBF"F"@@@@@@Chart Sub-Footer IGraphStack?@IPropertyGraphStack?@=Dates =[Mse]FMAGXFidelity Magellan= M[Mse]FMAGX#?ArialUvX NumberY Numberg?@ArialUv @=Dates =[Mse]INTEX1838 International Equity= M[Mse]INTEX#?)ArialUvX NumberY Numberg?@ArialUv @=Dates=[Mse]FMAGX[StyleBenchmark]Style Benchmark=BStyleBenchmark#+?+hArialUvX NumberY Number+g?@ArialUv @=Dates =Benchmark S&P 500 Index= BBenchmark#?ArialUvX NumberY Number#g?@ArialUv @=Dates=[Mse]FMAGX[BetaBenchmark]Beta Adjusted|Market BenchmarkBBetaBenchmarkArialUvX NumberY Numberg?@ArialUv @)pBI@PrtPrtPrtGraph 2$i6?BB?@ Performance Graph<ArialUvPrtPrtPrtGraph Sub-Title$i B A Graph Title?@ ArialUvPrt Graph TitlePrt Plot Title i ABpAGraph Sub-Title?@ <% DisplayDateRange() %>ArialUvPrtGraph Sub-TitlePrtPlot Sub-Title$i B@@@A? Plot Title?@ ArialUvPrt Plot TitlePrtXY PlotZi ABA