2003 Stock Mutual Fund Rankings

Mutual Fund Companies

2004 Stock Mutual Fund Rankings

The following table contains the final results of my ranking system based on calendar year data through December 31, 2004 which were published in 2005:

Score	Ticker Symbol	Fund Objective	First Calendar Year	Group Name	Fund Name
64.06	MUHLX	XV	1989	Muhlenkamp	Fund
61.24	VGENX	SE	1985	Vanguard	Energy; Inv
59.68	WGROX	SC	1987	Wasatch	Core Growth
58.92	HRTVX	SV	1985	Heartland	Value
57.62	LMVTX	LC	1991	Legg Mason	Value Trust - Primary Class
55.49	VGHCX	SE	1985	Vanguard	Health Care; Inv
55.35	MVALX	MC	1995	Meridian	Value
54.95	WVALX	XC	1987	Weitz	Value
54.26	VPMCX	XC	1985	Vanguard	PRIMECAP; Inv
54.16	NAESX	SC	1979	Vanguard	Small-Cap Index; Inv
54.15	TAVFX	MC	1994	Third Avenue	Value Fund
53.81	MERDX	MC	1990	Meridian	Growth
53.66	VSEQX	MC	1996	Vanguard	Strategic Equity
53.57	LLPFX	XV	1988	Longleaf Partners	Partners Fund
51.57	VWNDX	XV	1974	Vanguard	Windsor; Inv
51.37	HAINX	IL	1992	Harbor	International; Inst
51.06	VWNFX	LV	1986	Vanguard	Windsor II; Inv
50.78	VTRIX	IL	1984	Vanguard	International Value
50.70	VINEX	IL	1997	Vanguard	International Explorer
50.24	VHGEX	GL	1996	Vanguard	Global Equity
50.24	PRFDX	EI	1986	T. Rowe Price	Equity Income Fund
50.15	VEIEX	IL	1995	Vanguard	Emerging Markets Stock Index
50.09	VGSIX	SE	1997	Vanguard	REIT Index; Inv
49.95	VEXMX	MC	1988	Vanguard	Extended Market Index; Inv
49.82	VEXPX	SG	1974	Vanguard	Explorer; Inv
49.80	VGPMX	SE	1985	Vanguard	Precious Metals & Mining
49.72	VHCOX	XC	1996	Vanguard	Capital Opportunity; Inv
49.37	PRIDX	IL	1989	T. Rowe Price	International Discovery Fund
48.39	OSTFX	XC	1994	Osterweis	Fund
47.96	VEURX	IL	1991	Vanguard	European Stock Index; Inv
45.45	VASVX	MV	1997	Vanguard	Selected Value
45.31	OAKMX	XC	1992	Oakmark	Fund; I
45.05	VISVX	SV	1999	Vanguard	Small-Cap Value Index
43.66	THPGX	XC	1993	Thompson Plumb	Growth
43.65	VQNPX	LC	1987	Vanguard	Growth and Income; Inv
43.41	VWIGX	IL	1982	Vanguard	International Growth; Inv
43.03	VEIPX	EI	1989	Vanguard	Equity Income; Inv
42.98	TORYX	LC	1994	Torray	Fund
42.68	WOGSX	LG	1993	Oak Associates	White Oak Growth Stock
41.95	VTMSX	SC	2000	Vanguard	Tax-Managed Small-Cap
41.95	PRGFX	LG	1974	T. Rowe Price	Growth Stock Fund
41.93	VIVAX	LV	1993	Vanguard	Value Index; Inv
41.82	VPACX	IL	1991	Vanguard	Pacific Stock Index; Inv
41.53	VMRGX	XG	1974	Vanguard	Morgan Growth; Inv
41.23	VFINX	LC	1977	Vanguard	500 Index; Inv
39.91	VIMSX	MC	1999	Vanguard	Mid-Cap Index; Inv
39.66	VGTSX	IL	1997	Vanguard	Total International Stock Index
38.40	VISGX	SG	1999	Vanguard	Small-Cap Growth Index
38.16	VTSMX	XC	1993	Vanguard	Total Stock Market Index; Inv
36.61	FDGFX	LC	1994	Fidelity	Dividend Growth
36.40	POGSX	XG	1993	Oak Associates	Pin Oak Aggressive Stock
35.47	VTGIX	LC	1995	Vanguard	Tax-Managed Growth and Income; Inv
34.94	VIGRX	LG	1993	Vanguard	Growth Index; Inv
34.09	MCVLX	LV	1995	Merrill Lynch	Basic Value; C
34.03	VMCAX	XC	1995	Vanguard	Tax-Managed Capital Appreciation; Inv
33.28	VMGRX	MG	1998	Vanguard	Mid-Cap Growth
32.44	VWUSX	LG	1974	Vanguard	U.S. Growth; Inv
32.06	MCVLX	GL	1997	Merrill Lynch	Global Value; C
32.03	VGEQX	LG	1993	Vanguard	Growth Equity
29.33	VDIGX	EI	1993	Vanguard	Dividend Growth
28.45	VTMGX	IL	2000	Vanguard	Tax-Managed International
26.67	VDMIX	IL	2001	Vanguard	Developed Markets Index
24.19	VUVLX	XV	2001	Vanguard	U.S. Value
21.94	ROGSX	SE	1999	Oak Associates	Red Oak Technology Select
17.74	VCVLX	XV	2002	Vanguard	Capital Value
10.52	VCSIX	LC	2001	Vanguard	Calvert Social Index; Inv

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: June 27, 2005