Timberline Dividend & Growth Morningstar Rating |
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| Timberline Investment Management, LLC. 503-657-7100 Info@TimberlineInvestment.com |
| Investing with Integrity |
| ABOUT TIMBERLINE |
| ABOUT DIVIDEND & GROWTH |
| DIVIDEND STOCK INVESTING |
For each separate account strategy with at least a three-year history, Morningstar calculates a Morningstar
Rating™ based on Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly
performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on
downward variations and rewarding consistent performance. The top 10% of separate account managers in
each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5%
receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a separate account is
derived from a weighted average of performance figures associated with its three- and five-year Morningstar
Rating metrics. Timberline Dividend & Growth was rated against 301 U.S. domiciled large cap value separate
accounts for the Overall and Three-year Ratings, and 280 managers for the Five-year Rating.
©(2009) Morningstar, Inc. All Rights Reserved. The Morningstar rating information contained herein: (1) is proprietary
to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be
accurate, complete or timely. Neither Morningstar not its content providers are responsible for any damages or
losses arising from any use of this information. Past performance is no guarantee of future results. Ratings as of
3/31/10 and subject to change. The inception date of the Timberline Dividend & Growth investment record is 9/30/03.
Rating™ based on Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly
performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on
downward variations and rewarding consistent performance. The top 10% of separate account managers in
each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5%
receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a separate account is
derived from a weighted average of performance figures associated with its three- and five-year Morningstar
Rating metrics. Timberline Dividend & Growth was rated against 301 U.S. domiciled large cap value separate
accounts for the Overall and Three-year Ratings, and 280 managers for the Five-year Rating.
©(2009) Morningstar, Inc. All Rights Reserved. The Morningstar rating information contained herein: (1) is proprietary
to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be
accurate, complete or timely. Neither Morningstar not its content providers are responsible for any damages or
losses arising from any use of this information. Past performance is no guarantee of future results. Ratings as of
3/31/10 and subject to change. The inception date of the Timberline Dividend & Growth investment record is 9/30/03.
| 5-star Overall Morningstar Rating™ 5-star Three-year Morningstar Rating™ 5-star Five-year Morningstar Rating™ |