Stock Funds
By Compiled by Derek Manson

(MONEY Magazine) – THREE-YEAR PERFORMANCE RANKINGS % total return Expense Rank/last month 1 year 3 years[1] ratio Telephone

Top large-cap

1 1 Smith Barney Agg. Growth A -18.0 17.2 1.1 800-451-2010 2 2 Thompson Plumb Growth 10.7 16.3 1.3 800-999-0887 3 4 AIM Basic Value A -6.6 15.8 1.3 800-959-4246 4 6 Clipper 9.1 15.4 1.1 800-776-5033 5 7 Dodge & Cox Stock 3.6 14.9 0.5 800-621-3979 6 5 UAM Cambiar Opportunity Inst. -12.0 14.6 1.3 877-826-5465 7 8 Merrill Lynch Focus Value B -3.3 14.0 2.3 800-995-6526 8 3 Alpha Analytics Value -12.8 13.7 1.3 877-257-4240 9 14 Parnassus Equity Income 6.9 11.8 1.0 800-999-3505 10 9 Citizens Value -10.6 11.6 2.0 800-223-7010

Top midcap

1 2 Bridgeway Aggressive Inv. 1[2] -15.1 28.9 1.3 800-661-3550 2 1 Needham Growth -7.9 26.9 2.2 800-625-7071 3 5 Hotchkis & Wiley Mid Value I[3] 5.8 26.3 1.2 866-493-8637 4 3 Calamos Growth A -8.5 26.0 1.5 800-823-7386 5 4 Vanguard Capital Opportunity -17.7 25.1 0.6 800-851-4999 6 11 Heritage Mid Cap Stock A 17.5 24.4 1.6 800-421-4184 7 9 Berger Mid Cap Value 8.8 23.6 1.2 800-333-1001 8 8 Artisan Mid Cap -14.2 22.9 1.3 800-344-1770 9 18 Lord Abbett Mid-Cap Value A 2.2 21.8 1.4 800-201-6984 10 6 Strong Mid Cap Disciplined 9.3 21.5 -- 800-368-1030

Top small-cap

1 1 Schroder Ultra Inv.[2] 66.1 98.5 2.0 800-464-3108 2 3 Wasatch Micro Cap[2] 35.5 38.7 2.3 800-551-1700 3 2 First American Micro Cap A[2] -9.2 38.3 2.0 800-637-2548 4 5 CGM Focus 68.8 38.2 1.2 800-345-4048 5 4 Bjurman Micro-Cap Growth[2] 8.7 37.9 1.8 800-227-7264 6 8 Buffalo Small Cap 22.3 34.1 1.0 800-492-8332 7 9 Boston Partners Sm. Cap Val. II Inv.[2] 25.6 31.6 -- 888-261-4073 8 10 Wasatch Small Cap Value[2] 21.0 31.1 1.9 800-551-1700 9 13 Al Frank 9.9 30.0 2.3 888-263-6443 10 6 BlackRock Micro-Cap Eq. Inv. B[2] -17.3 30.0 2.7 800-441-7762

Top hybrid

1 Boston Partners Long/Short Eq. Inv.[2] 16.9 22.0 -- 888-261-4073 2 2 Smith Barney Security & Growth[2] -2.5 21.1 1.0 800-451-2010 3 4 Oakmark Equity & Income I 10.6 15.5 1.2 800-625-6275 4 3 HSBC Investor Small Cap Eq. -11.8 14.7 1.1 800-782-8183 5 6 T. Rowe Price Capital App. 9.0 14.4 0.9 800-638-5660 6 5 First Eagle SoGen Global A 7.3 14.4 1.4 800-334-2143 7 8 Dodge & Cox Balanced 5.5 12.3 0.5 800-621-3979 8 7 Merger -0.7 11.5 1.3 800-343-8959 9 10 Calamos Market Neutral A[2] 5.0 10.7 1.5 800-823-7386 10 11 Waddell & Reed Adv. Asset A -9.9 10.7 1.4 800-366-5465

Top specialty

1 1 Pimco RCM Biotechnology D[4] -25.6 35.1 1.5 800-726-7240 2 4 State St. Research Global Res. A -10.1 31.9 1.6 800-882-0052 3 2 Franklin Biotech Discovery A -22.0 26.5 1.1 800-342-5236 4 11 Fidelity Select Energy Service -32.5 26.0 1.0 800-343-3548 5 3 Eaton Vance WW Health A -8.5 25.3 1.7 800-225-6265 6 10 Invesco Energy Inv. -24.9 23.2 1.4 800-525-8085 7 6 Pimco RCM Global Health D[5] -11.7 22.1 1.5 800-726-7240 8 15 Ivy Global Natural Res. A 12.7 21.8 2.3 800-456-5111 9 8 Munder Framlington Health C -24.6 21.4 2.3 800-468-6337 10 7 Icon Information Technology -18.0 21.3 1.4 800-764-0442

Stock fund notes: Data as of Feb. 8. [1]Multiyear returns are annualized. [2]Closed to new investors. [3]Previously named Mercury HW Mid-Cap Value I. [4]Previously named Dresdner RCM Biotechnology N. [5]Previously named Dresdner RCM Global Health Care.

Source: Morningstar, Chicago; 312-424-4288.