Stock Funds
By Compiled By Tara Kalwarski

(MONEY Magazine) – THREE-YEAR PERFORMANCE RANKINGS

Exp. % TOTAL RETURN ratio Rank/last month 1 yr. 3 yrs.[1] (%) Telephone

LARGE COMPANY

1 1 Sequoia[2] 12.4 10.6 1.0 800-686-6884 2 5 Legg Mason Focus Trust 29.9 7.4 1.9 800-822-5544 3 2 Pimco PEA Value C 21.9 6.4 1.9 800-426-0107 4 3 Scudder Contrarian A 16.8 5.6 1.3 800-621-1048 5 4 Franklin Large Cap Value A 12.1 5.3 1.4 800-342-5236 6 6 American Century Lg. Co. Val. Inv. 15.7 5.3 0.9 800-345-2021 7 10 Oppenheimer Value A 17.8 5.1 1.2 800-525-7048 8 9 Hennessy Cornerstone Value 14.8 4.8 1.4 800-966-4354 9 8 American Century Capital Value Inv. 14.9 4.7 1.1 800-345-2021 10 7 Northern Large Cap Value 14.8 4.4 1.1 800-595-9111

MID-SIZE COMPANY

1 1 FPA Capital 27.1 23.8 0.9 800-982-4372 2 3 Fidelity Low-Priced Stock 29.1 18.6 1.0 800-343-3548 3 2 Hussman Strategic Growth 20.8 18.6 1.5 800-487-7626 4 5 Al Frank 60.8 17.0 2.2 888-263-6443 5 4 FPA Paramount 26.7 16.5 1.2 800-982-4372 6 15 IMS Capital Value 38.1 15.6 1.6 800-934-5550 7 10 Wasatch Core Growth[2] 29.6 14.8 1.3 800-551-1700 8 28 Hennessy Cornerstone Growth 33.0 14.4 1.1 800-966-4354 9 13 Marshall Mid-Cap Value Inv. 24.4 14.3 1.3 800-236-3863 10 7 Janus Mid-Cap Value Inv. 26.2 14.3 1.2 800-551-5849

SMALL COMPANY

1 2 Bridgeway Ultra-Small Company[2] 77.0 34.5 1.3 800-661-3550 2 3 Hotchkis & Wiley Small Cap Val. A 49.4 29.9 1.5 800-796-5606 3 5 Bridgeway Ultra-Small Co. Market[2] 70.8 28.4 0.8 800-661-3550 4 1 CGM Focus 37.3 27.6 1.2 800-345-4048 5 9 Wasatch MicroCap[2] 37.5 26.7 2.3 800-551-1700 6 14 Schneider Small Cap Value 78.6 26.2 1.1 888-520-3277 7 10 Perritt MicroCap Opportunities 60.5 26.1 1.6 800-332-3133 8 4 N/I Numeric Inv. Small Cap Value 37.9 25.9 1.7 800-348-5031 9 11 RS Partners 51.5 25.3 1.9 800-766-3863 10 6 Aegis Value 28.6 25.1 1.5 800-528-3780

MULTICAP

1 -- Columbia Strategic Investor Z 22.0 19.6 1.0 800-426-3750 2 1 Yacktman 20.9 18.2 1.0 800-525-8258 3 2 Yacktman Focused 22.0 18.0 1.3 800-525-8258 4 3 John Hancock Classic Value A 23.4 14.2 1.3 800-225-5291 5 5 Oakmark Select I[2] 17.9 12.6 1.1 800-625-6275 6 8 Matthew 25 20.7 12.5 1.2 888-625-3863 7 7 Heartland Select Value 22.0 12.2 1.5 800-432-7856 7 6 Fidelity Value 21.1 11.9 0.9 800-343-3548 8 10 T. Rowe Price Capital Appreciation 16.9 11.4 0.8 800-638-5660 9 4 Longleaf Partners 25.6 11.0 0.9 800-445-9469

BALANCED

1 1 Oakmark Equity & Income I 16.9 12.5 1.0 800-625-6275 2 2 Dodge & Cox Balanced 15.8 10.3 0.5 800-621-3979 3 4 Eclipse Balanced 19.4 9.6 0.9 866-232-5477 4 3 Valley Forge 12.6 8.5 1.3 800-548-1942 5 5 American Funds American Bal. A 14.1 7.9 0.7 800-421-0180 6 15 Villere Balanced 25.4 7.0 1.5 866-209-1129 7 6 American AAdvantage Balanced Plan 15.5 6.3 0.9 800-388-3344 8 8 James Advantage Golden Rainbow A 15.2 6.1 1.3 800-995-2637 9 9 FBP Contrarian Balanced 15.8 5.6 1.0 866-738-1127 10 12 Thompson Plumb Balanced 11.7 5.5 1.1 800-999-0887

SPECIALTY

1 2 USAA Precious Metals & Minerals 101.3 62.1 1.5 800-531-8181 2 1 Scudder Gold & Precious Metals S 138.7 61.8 1.7 800-728-3337 3 4 PIA OCM Gold 81.7 60.0 2.7 800-628-9403 4 3 First Eagle Gold A 61.5 59.8 1.7 800-334-2143 5 5 Gabelli Gold 83.0 58.1 1.6 800-422-3554 6 10 U.S. Global Investors World Prec. Min. 143.5 58.1 1.9 800-873-8637 7 6 Evergreen Precious Metals A 93.8 56.9 1.6 800-343-2898 8 7 Tocqueville Gold 86.4 55.6 1.7 800-697-3863 9 8 American Century Global Gold Inv. 76.0 54.7 0.7 800-345-2021 10 9 Van Eck Intl. Investors Gold A 83.5 54.1 2.0 800-826-1115

Stock fund notes: As of Nov. 20. [1] Multiyear returns are annualized. [2] Closed to new investors.