2003 Stock Mutual Fund Rankings

[Biden's Inflation: Pay More, Live Worse]

Mutual Fund Companies

2005 Stock Mutual Fund Rankings

The following table contains the final results of my ranking system based on calendar year data through December 31, 2005 which were published in 2006:

Score	Ticker Symbol	Fund Objective	First Calendar Year	Group Name	Fund Name
66.63	VGENX	SE	1985	Vanguard	Energy; Inv
62.72	MUHLX	XV	1989	Muhlenkamp	Fund
59.43	VGHCX	SE	1985	Vanguard	Health Care; Inv
58.68	TAVFX	MC	1994	Third Avenue	Value Fund
56.90	HAINX	IL	1992	Harbor	International; Inst
56.57	VGPMX	SE	1985	Vanguard	Precious Metals & Mining
56.46	VEIEX	IL	1995	Vanguard	Emerging Markets Stock Index
56.12	VINEX	IL	1997	Vanguard	International Explorer
55.99	VTRIX	IL	1984	Vanguard	International Value
55.60	VSEQX	MC	1996	Vanguard	Strategic Equity
55.59	PRIDX	IL	1989	T. Rowe Price	International Discovery Fund
54.69	VPMCX	XC	1985	Vanguard	PRIMECAP; Inv
54.32	LMVTX	LC	1991	Legg Mason	Value Trust - Primary Class
53.64	WGROX	SC	1987	Wasatch	Core Growth
53.55	VGSIX	SE	1997	Vanguard	REIT Index; Inv
53.48	VHGEX	GL	1996	Vanguard	Global Equity
53.38	NAESX	SC	1979	Vanguard	Small-Cap Index; Inv
52.61	VEXMX	MC	1988	Vanguard	Extended Market Index; Inv
52.16	HRTVX	SC	1985	Heartland	Value
52.09	VEXPX	SG	1974	Vanguard	Explorer; Inv
50.58	VHCOX	XC	1996	Vanguard	Capital Opportunity; Inv
50.30	VWNFX	LV	1986	Vanguard	Windsor II; Inv
50.29	VEURX	IL	1991	Vanguard	European Stock Index; Inv
50.25	OSTFX	XC	1994	Osterweis	Fund
49.70	MVALX	MC	1995	Meridian	Value
48.94	VASVX	MV	1997	Vanguard	Selected Value
48.88	VPACX	IL	1991	Vanguard	Pacific Stock Index; Inv
48.82	VWIGX	IL	1982	Vanguard	International Growth; Inv
48.78	LLPFX	XV	1988	Longleaf Partners	Partners Fund
48.69	VWNDX	XV	1974	Vanguard	Windsor; Inv
47.73	WVALX	XC	1987	Weitz	Value
47.56	MERDX	MC	1990	Meridian	Growth
46.73	PRFDX	EI	1986	T. Rowe Price	Equity Income Fund
46.00	VGTSX	IL	1997	Vanguard	Total International Stock Index
45.61	VIMSX	MC	1999	Vanguard	Mid-Cap Index; Inv
44.14	VMRGX	XG	1974	Vanguard	Morgan Growth; Inv
44.10	VISVX	SV	1999	Vanguard	Small-Cap Value Index
43.27	VTMSX	SC	2000	Vanguard	Tax-Managed Small-Cap
42.64	VIVAX	LV	1993	Vanguard	Value Index; Inv
42.49	VQNPX	LC	1987	Vanguard	Growth and Income; Inv
42.04	PRGFX	LG	1974	T. Rowe Price	Growth Stock Fund
41.24	VISGX	SG	1999	Vanguard	Small-Cap Growth Index
41.09	MCVLX	GL	1997	Merrill Lynch	Global Value; C
40.73	VEIPX	EI	1989	Vanguard	Equity Income; Inv
39.83	OAKMX	LC	1992	Oakmark	Fund; I
39.38	VFINX	LC	1977	Vanguard	500 Index; Inv
38.64	TORYX	LC	1994	Torray	Fund
38.21	THPGX	XC	1993	Thompson Plumb	Growth
37.97	VTSMX	XC	1993	Vanguard	Total Stock Market Index; Inv
37.95	VWUSX	LG	1974	Vanguard	U.S. Growth; Inv
37.47	POGSX	XG	1993	Oak Associates	Pin Oak Aggressive Stock
37.44	VMGRX	MG	1998	Vanguard	Mid-Cap Growth
36.95	WOGSX	LG	1993	Oak Associates	White Oak Growth Stock
36.25	VMCAX	XC	1995	Vanguard	Tax-Managed Capital Appreciation; Inv
35.53	VTMGX	IL	2000	Vanguard	Tax-Managed International
34.94	VGEQX	LG	1993	Vanguard	Growth Equity
34.63	VTGIX	LC	1995	Vanguard	Tax-Managed Growth and Income; Inv
34.58	VIGRX	LG	1993	Vanguard	Growth Index; Inv
33.98	FDGFX	LC	1994	Fidelity	Dividend Growth
33.80	VDMIX	IL	2001	Vanguard	Developed Markets Index
31.19	MCVLX	LV	1995	Merrill Lynch	Basic Value; C
28.53	VDIGX	EI	1993	Vanguard	Dividend Growth
26.55	VUVLX	XV	2001	Vanguard	U.S. Value
19.91	ROGSX	SE	1999	Oak Associates	Red Oak Technology Select
18.34	VCVLX	XV	2002	Vanguard	Capital Value
11.92	VCSIX	LC	2001	Vanguard	FTSE Social Index; Inv
10.63	VPCCX	XC	2005	Vanguard	PRIMECAP Core
5.52	VLACX	LC	2005	Vanguard	Large-Cap 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: April 5, 2006