2000 Stock Mutual Fund Rankings

Mutual Fund Companies

2000 Stock Mutual Fund Rankings

The following table contains the final results of my ranking system based on calendar year data through December 31, 2000 which were published in 2001:

Score	Ticker Symbol	Fund Objective	First Calendar Year	Group Name	Fund Name
68.94	VGHCX	SE	1985	Vanguard	Health Care
65.14	VPMCX	XC	1985	Vanguard	PRIMECAP
63.53	LMVTX	LC	1991	Legg Mason	Value Trust - Primary Class
62.17	WVALX	MV	1987	Weitz	Value
57.83	WOGSX	LG	1993	Oak Associates	White Oak Growth Stock
55.71	VQNPX	LV	1987	Vanguard	Growth and Income
55.15	VFINX	LC	1977	Vanguard	500 Index
55.13	VWUSX	LG	1974	Vanguard	U.S. Growth
53.57	WGROX	SV	1987	Wasatch	Core Growth
53.57	VMRGX	XG	1974	Vanguard	Morgan Growth
53.47	VWNFX	XV	1986	Vanguard	Windsor II
53.23	LLPFX	XV	1988	Longleaf Partners	Partners Fund
52.51	MUHLX	XV	1989	Muhlenkamp	Fund
50.18	VIGRX	LG	1993	Vanguard	Growth Index
49.45	VWNDX	XV	1974	Vanguard	Windsor
49.12	VGENX	SE	1985	Vanguard	Energy
48.32	VEXPX	SG	1974	Vanguard	Explorer
48.26	MVALX	MV	1995	Meridian	Value
46.96	HRTVX	SV	1985	Heartland	Value
45.56	VEIPX	EI	1989	Vanguard	Equity Income
43.43	OAKMX	XV	1992	Oakmark	Fund; I
42.74	VGEQX	LG	1993	Vanguard	Growth Equity
42.69	NAESX	SC	1979	Vanguard	Small-Cap Index
42.68	VIVAX	LV	1993	Vanguard	Value Index
42.58	VTGIX	LC	1995	Vanguard	Tax-Managed Growth and Income
41.99	MERDX	MC	1990	Meridian	Fund
41.58	VEXMX	MC	1988	Vanguard	Extended Market Index
41.54	VWIGX	IL	1982	Vanguard	International Growth
41.10	VEURX	IL	1991	Vanguard	European Stock Index
40.17	VTRIX	IL	1984	Vanguard	International Value
40.14	POGSX	XG	1993	Oak Associates	Pin Oak Aggressive Stock
40.13	VTSMX	LC	1993	Vanguard	Total Stock Market Index
38.89	VHCOX	XG	1996	Vanguard	Capital Opportunity
38.23	VMCAX	XC	1995	Vanguard	Tax-Managed Capital Appreciation
34.19	VGSUX	SE	1993	Vanguard	Utilities Income
30.61	VSEQX	MV	1996	Vanguard	Strategic Equity
29.98	VGPMX	SE	1985	Vanguard	Gold and Precious Metals
29.64	MCVLX	LV	1995	Merrill Lynch	Basic Value; C
29.62	VPACX	IL	1991	Vanguard	Pacific Stock Index
26.47	MCVLX	GL	1997	Merrill Lynch	Global Value; C
25.50	VHGEX	GL	1996	Vanguard	Global Equity
19.84	VGSIX	SE	1997	Vanguard	REIT Index
19.57	VGTSX	IL	1997	Vanguard	Total International Stock Index
18.37	ROGSX	SE	1999	Oak Associates	Red Oak Technology Select
17.88	VEIEX	IL	1995	Vanguard	Emerging Markets Stock Index
17.84	VASVX	MV	1997	Vanguard	Selected Value
17.81	VIMSX	XC	1999	Vanguard	Mid-Cap Index
16.76	VISVX	SV	1999	Vanguard	Small-Cap Value Index
14.08	VISGX	SG	1999	Vanguard	Small-Cap Growth Index
11.13	VTMSX	SC	2000	Vanguard	Tax-Managed Small-Cap
2.62	VTMGX	IL	2000	Vanguard	Tax-Managed International

Fund Objective is primarily based on classifications by Lipper Inc., but I have combined and/or modified some categories:

Equity Income (EI): Funds that seek high current income and growth of income.
Global Stock (GL): Funds that invest in securities traded outside the U.S. and may own U.S. securities as well.
International (IL): Funds that invest in non-U.S. companies.
Large-Cap Core (LC): Funds that invest in large companies, with latitude in the type of shares they buy. This category also includes funds that are designed to replicate the performance of the Standard & Poor's 500 index on a reinvested basis.
Large-Cap Growth (LG): Funds that invest in large companies with long-term earnings expected to grow significantly faster than those of companies in major indexes.
Large-Cap Value (LV): Funds that invest in large companies considered undervalued relative to major indexes based on price-to-earnings ratios, price-to-book ratios and earnings growth.
Midcap Core (MC): Funds that invest in midsize companies, with latitude in the type of shares they buy.
Midcap Growth (MG): Funds that invest in midsize companies with long-term earnings expected to grow significantly faster than those of companies in major indexes.
Midcap Value (MV): Funds that invest in midsize companies considered undervalued relative to major indexes based on price-to-earnings ratios, price-to-book ratios and earnings growth.
Multicap Core (XC): Funds that invest in companies of various size, with latitude in the type of shares they buy.
Multicap Growth (XG): Funds that invest in companies of various size with long-term earnings expected to grow significantly faster than those of companies in major indexes.
Multicap Value (XV): Funds that invest in companies of various size considered undervalued relative to major indexes based on price-to-earnings ratios, price-to-book ratios and earnings growth.
Sector (SE): Funds that invest in companies restricted to specific sectors such as: gold, health, biotech, natural resources, technology, etc.
Small-Cap Core (SC): Funds that invest in small companies, with latitude in the type of shares they buy.
Small-Cap Growth (SG): Funds that invest in small companies with long-term earnings expected to grow significantly faster than those of companies in major indexes.
Small-Cap Value (SV): Funds that invest in small companies considered undervalued relative to major indexes based on price-to-earnings ratios, price-to-book ratios and earnings growth.

Disclaimer:
Information has been obtained from sources believed to be reliable, but cannot be guaranteed.
Analysis is based on past performance and is no guarantee of future results.

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Last revised: September 5, 2001