1999 Stock Mutual Fund Rankings

Mutual Fund Companies

1999 Stock Mutual Fund Rankings

The following table contains the final results of my ranking system based on calendar year data through December 31, 1999 which were published in 2000:

Score	Ticker Symbol	Fund Objective	First Calendar Year	Group Name	Fund Name
67.71	VPMCX	XC	1985	Vanguard	PRIMECAP
65.47	VWUSX	LG	1974	Vanguard	U.S. Growth
62.51	VGHCX	SE	1985	Vanguard	Health Care
61.58	VFINX	LC	1977	Vanguard	500 Index
60.93	VMRGX	XG	1974	Vanguard	Morgan Growth
60.15	VQNPX	LV	1987	Vanguard	Growth and Income
59.12	WOGSX	LG	1993	Oak Associates	White Oak Growth Stock
59.11	VIGRX	LG	1993	Vanguard	Growth Index
51.02	VGEQX	LG	1993	Vanguard	Growth Equity
50.01	VWNFX	LV	1986	Vanguard	Windsor II
47.77	VEXPX	SG	1974	Vanguard	Explorer
47.13	VWNDX	XV	1974	Vanguard	Windsor
46.74	VEXMX	MC	1988	Vanguard	Extended Market Index
46.46	POGSX	XG	1993	Oak Associates	Pin Oak Aggressive Stock
44.95	VTGIX	LC	1995	Vanguard	Tax-Managed Growth and Income
44.19	NAESX	SC	1979	Vanguard	Small-Cap Index
44.07	VTSMX	XC	1993	Vanguard	Total Stock Market Index
43.84	VWIGX	IL	1982	Vanguard	International Growth
42.94	VEURX	IL	1991	Vanguard	European Stock Index
41.46	VEIPX	EI	1989	Vanguard	Equity Income
41.26	VMCAX	XG	1995	Vanguard	Tax-Managed Capital Appreciation
40.67	VGENX	SE	1985	Vanguard	Energy
40.03	VTRIX	IL	1984	Vanguard	International Value
39.54	MVALX	SV	1995	Meridian	Value
38.13	VIVAX	LV	1993	Vanguard	Value Index
35.06	VPACX	IL	1991	Vanguard	Pacific Stock Index
33.31	MERDX	MV	1990	Meridian	Fund
32.29	VHCOX	XG	1996	Vanguard	Capital Opportunity
27.23	VGPMX	SE	1985	Vanguard	Gold and Precious Metals
25.60	VGSUX	SE	1993	Vanguard	Utilities Income
25.33	VSEQX	MV	1996	Vanguard	Strategic Equity
22.26	VEIEX	IL	1995	Vanguard	Emerging Markets Stock Index
21.25	VHGEX	GL	1996	Vanguard	Global Equity
19.97	VGTSX	IL	1997	Vanguard	Total International Stock Index
17.61	ROGSX	SE	1999	Oak Associates	Red Oak Technology Select
7.62	VASVX	MV	1997	Vanguard	Selected Value
6.70	VGSIX	SE	1997	Vanguard	REIT Index
6.16	VISGX	SG	1999	Vanguard	Small-Cap Growth Index
4.84	VIMSX	XC	1999	Vanguard	Mid-Cap Index
2.64	VISVX	SV	1999	Vanguard	Small-Cap Value 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: January 1, 2001