2003 Stock Mutual Fund Rankings

Mutual Fund Companies

2008 Stock Mutual Fund Rankings

The following table contains the final results of my ranking system based on calendar year data through December 31, 2008 which were published in 2009:

Score	Ticker Symbol	Fund Objective	First Calendar Year	Group Name	Fund Name
65.97	VGENX	SE	1985	Vanguard	Energy; Inv
61.63	HAINX	IL	1992	Harbor	International; Inst
59.40	VTRIX	IL	1984	Vanguard	International Value
58.67	VPMCX	XC	1985	Vanguard	PRIMECAP; Inv
58.47	VEIEX	IL	1995	Vanguard	Emerging Markets Stock Index
58.29	VGPMX	SE	1985	Vanguard	Precious Metals & Mining
58.25	VGHCX	SE	1985	Vanguard	Health Care; Inv
58.01	MVALX	MC	1995	Meridian	Value
56.83	PRIDX	IL	1989	T. Rowe Price	International Discovery Fund
54.90	VEURX	IL	1991	Vanguard	European Stock Index; Inv
54.81	MERDX	MC	1990	Meridian	Growth
54.39	VHCOX	XC	1996	Vanguard	Capital Opportunity; Inv
54.14	VHGEX	GL	1996	Vanguard	Global Equity
53.46	VINEX	IL	1997	Vanguard	International Explorer
53.46	VGSIX	SE	1997	Vanguard	REIT Index; Inv
53.32	NAESX	SC	1979	Vanguard	Small-Cap Index; Inv
53.11	VWIGX	IL	1982	Vanguard	International Growth; Inv
52.35	VGTSX	IL	1997	Vanguard	Total International Stock Index
52.00	OSTFX	XC	1994	Osterweis	Fund
51.83	VWNFX	LV	1986	Vanguard	Windsor II; Inv
51.82	VASVX	MV	1997	Vanguard	Selected Value
51.24	HRTVX	SC	1985	Heartland	Value
51.20	TAVFX	XC	1994	Third Avenue	Value Fund
51.17	VEIPX	EI	1989	Vanguard	Equity Income; Inv
51.17	PRFDX	EI	1986	T. Rowe Price	Equity Income Fund
49.97	VPACX	IL	1991	Vanguard	Pacific Stock Index; Inv
49.82	VEXMX	MC	1988	Vanguard	Extended Market Index; Inv
48.42	VIVAX	LV	1993	Vanguard	Value Index; Inv
47.81	VISVX	SC	1999	Vanguard	Small-Cap Value Index
47.64	VTMSX	SC	2000	Vanguard	Tax-Managed Small-Cap
47.60	MUHLX	XV	1989	Muhlenkamp	Fund
46.79	VASGX	XC	1995	Vanguard	LifeStrategy Growth
46.62	VEXPX	SG	1974	Vanguard	Explorer; Inv
46.19	VDIGX	EI	1993	Vanguard	Dividend Growth
46.13	VSEQX	MC	1996	Vanguard	Strategic Equity
46.06	WGROX	SC	1987	Wasatch	Core Growth
45.98	VTMGX	IL	2000	Vanguard	Tax-Managed International
45.69	VWNDX	XV	1974	Vanguard	Windsor; Inv
45.59	VFINX	LC	1977	Vanguard	500 Index; Inv
44.85	OAKMX	LC	1992	Oakmark	Fund; I
44.73	WVALX	XC	1987	Weitz	Value
44.70	VTSMX	XC	1993	Vanguard	Total Stock Market Index; Inv
44.54	VMRGX	XG	1974	Vanguard	Morgan Growth; Inv
44.16	VDMIX	IL	2001	Vanguard	Developed Markets Index
43.75	PRGFX	LG	1974	T. Rowe Price	Growth Stock Fund
43.69	VIMSX	MC	1999	Vanguard	Mid-Cap Index; Inv
43.56	VMGRX	MG	1998	Vanguard	Mid-Cap Growth
43.02	VISGX	SG	1999	Vanguard	Small-Cap Growth Index
42.86	VQNPX	LC	1987	Vanguard	Growth and Income; Inv
42.74	VTGIX	LC	1995	Vanguard	Tax-Managed Growth and Income; Inv
42.68	VMCAX	XC	1995	Vanguard	Tax-Managed Capital Appreciation; Inv
42.60	LLPFX	XV	1988	Longleaf Partners	Partners Fund
41.26	VWUSX	LG	1974	Vanguard	U.S. Growth; Inv
40.71	VIGRX	LG	1993	Vanguard	Growth Index; Inv
40.41	WOGSX	LG	1993	Oak Associates	White Oak Growth Stock
39.13	TORYX	LC	1994	Torray	Fund
37.93	POGSX	XG	1993	Oak Associates	Pin Oak Aggressive Stock
37.06	LMVTX	LG	1991	Legg Mason	Value Trust - Primary Class
36.60	VGEQX	LG	1993	Vanguard	Growth Equity
34.13	VUVLX	XV	2001	Vanguard	U.S. Value
33.43	FDGFX	LC	1994	Fidelity	Dividend Growth
31.99	THPGX	XC	1993	Thompson Plumb	Growth
28.98	VPCCX	XC	2005	Vanguard	PRIMECAP Core
24.56	ROGSX	SE	1999	Oak Associates	Red Oak Technology Select
24.06	VLACX	LC	2005	Vanguard	Large-Cap Index; Inv
19.91	VCVLX	XV	2002	Vanguard	Capital Value
19.43	VDAIX	EI	2007	Vanguard	Dividend Appreciation Index; Inv
16.71	VCSIX	LC	2001	Vanguard	FTSE Social Index; Inv
15.14	VHDYX	EI	2007	Vanguard	High Dividend Yield Index; Inv
14.39	VDEQX	EI	2006	Vanguard	Diversified Equity
12.86	VMGIX	MG	2007	Vanguard	Mid-Cap Growth Index; Inv
11.35	VSTCX	SC	2007	Vanguard	Strategic Small-Cap Equity
11.01	VMVIX	MV	2007	Vanguard	Mid-Cap Value 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 17, 2009