2001 Stock Mutual Fund Rankings

Mutual Fund Companies

2001 Stock Mutual Fund Rankings

The following table contains the final results of my ranking system based on calendar year data through December 31, 2001 which were published in 2002:

Score	Ticker Symbol	Fund Objective	First Calendar Year	Group Name	Fund Name
66.08	VGHCX	SE	1985	Vanguard	Health Care
63.00	WVALX	MV	1987	Weitz	Value
61.15	LMVTX	XV	1991	Legg Mason	Value Trust - Primary Class
61.02	WGROX	SG	1987	Wasatch	Core Growth
59.91	VPMCX	XC	1985	Vanguard	PRIMECAP
57.38	LLPFX	XV	1988	Longleaf Partners	Partners Fund
56.94	MUHLX	XV	1989	Muhlenkamp	Fund
55.57	THPGX	XC	1993	Thompson Plumb	Growth
55.46	HRTVX	SV	1985	Heartland	Value
54.06	MVALX	MV	1995	Meridian	Value
53.78	VWNDX	XV	1974	Vanguard	Windsor
53.52	VQNPX	LC	1987	Vanguard	Growth and Income
53.31	VWNFX	LV	1986	Vanguard	Windsor II
52.31	VFINX	LC	1977	Vanguard	500 Index
51.50	VEXPX	SG	1974	Vanguard	Explorer
51.49	OAKMX	XV	1992	Oakmark	Fund; I
50.67	VGENX	SE	1985	Vanguard	Energy
49.86	MERDX	MC	1990	Meridian	Growth
49.78	VMRGX	XG	1974	Vanguard	Morgan Growth
49.10	WOGSX	LG	1993	Oak Associates	White Oak Growth Stock
47.80	VIGRX	LG	1993	Vanguard	Growth Index
47.52	VEIPX	EI	1989	Vanguard	Equity Income
47.34	NAESX	SC	1979	Vanguard	Small-Cap Index
47.19	VWUSX	LG	1974	Vanguard	U.S. Growth
42.71	VEXMX	MC	1988	Vanguard	Extended Market Index
42.12	VIVAX	LV	1993	Vanguard	Value Index
42.02	VTGIX	LC	1995	Vanguard	Tax-Managed Growth and Income
40.83	VTSMX	XC	1993	Vanguard	Total Stock Market Index
40.49	VGPMX	SE	1985	Vanguard	Precious Metals
39.83	VHCOX	XC	1996	Vanguard	Capital Opportunity
38.47	VTRIX	IL	1984	Vanguard	International Value
38.18	VWIGX	IL	1982	Vanguard	International Growth
37.60	VSEQX	MV	1996	Vanguard	Strategic Equity
37.45	VGEQX	LG	1993	Vanguard	Growth Equity
37.14	VEURX	IL	1991	Vanguard	European Stock Index
35.87	VMCAX	XC	1995	Vanguard	Tax-Managed Capital Appreciation
34.87	MCVLX	LV	1995	Merrill Lynch	Basic Value; C
34.28	POGSX	XG	1993	Oak Associates	Pin Oak Aggressive Stock
31.84	VGSUX	SE	1993	Vanguard	Utilities Income
30.58	VGSIX	SE	1997	Vanguard	REIT Index
29.82	VHGEX	GL	1996	Vanguard	Global Equity
29.56	VASVX	MV	1997	Vanguard	Selected Value
28.08	VISVX	SV	1999	Vanguard	Small-Cap Value Index
26.36	MCVLX	GL	1997	Merrill Lynch	Global Value; C
26.31	VPACX	IL	1991	Vanguard	Pacific Stock Index
25.60	VIMSX	MC	1999	Vanguard	Mid-Cap Index
24.17	VEIEX	IL	1995	Vanguard	Emerging Markets Stock Index
22.24	VISGX	SG	1999	Vanguard	Small-Cap Growth Index
21.67	VTMSX	SC	2000	Vanguard	Tax-Managed Small-Cap
19.29	VGTSX	IL	1997	Vanguard	Total International Stock Index
15.61	ROGSX	SE	1999	Oak Associates	Red Oak Technology Select
11.64	VUVLX	XV	2001	Vanguard	U.S. Value
4.54	VTMGX	IL	2000	Vanguard	Tax-Managed International
4.48	VCSIX	LG	2001	Vanguard	Calvert Social Index
2.09	VDMIX	IL	2001	Vanguard	Developed Markets Index

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.

[Top] [Current Rankings] [Mutual Funds Home]

Last revised: April 10, 2002