Stock Funds
By Compiled by Tara Kalwarski

(MONEY Magazine) – THREE-YEAR PERFORMANCE RANKINGS

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

1 1 Legg Mason Focus Trust Primary 59.8 13.7 1.9 800-822-5544 2 2 Sequoia[2] 28.7 12.7 1.0 800-686-6884 3 3 Pimco PEA Value A 61.3 10.5 1.1 800-426-0107 4 5 Oppenheimer Value A 42.8 7.3 1.2 800-525-7048 5 4 American Century Lg. Co. Val. Inv. 37.2 6.3 0.9 800-345-2021 6 11 Jensen J 24.2 6.2 0.9 800-992-4144 7 10 Northern Large Cap Value 40.6 6.1 1.1 800-595-9111 8 6 American Century Capital Value Inv. 37.0 6.0 1.1 800-345-2021 9 7 Scudder Contrarian A 36.9 5.9 1.3 800-621-1048 10 9 Primary Trend 32.4 5.8 1.6 800-443-6544

MID-SIZE COMPANY

1 1 Scott James 53.3 30.9 0.0 800-846-9350 2 2 Fidelity Advisor Lev. Co. Stock A 91.3 30.2 1.4 800-522-7297 3 3 Fidelity Leveraged Company Stock 92.8 29.0 0.8 800-343-3548 4 4 FPA Capital 53.8 24.2 0.9 800-982-4372 5 8 Al Frank 95.2 19.7 2.2 888-263-6443 6 5 Fidelity Low-Priced Stock[2] 56.0 19.6 1.0 800-343-3548 7 9 Delafield 53.2 19.5 1.2 800-221-3079 8 7 Hotchkis & Wiley Mid-Cap Value A 69.6 19.5 1.4 800-796-5606 9 13 AmeriPrime IMS Capital Value 66.1 18.8 1.6 800-934-5550 10 10 RS Contrarian 64.3 18.8 1.7 800-766-3863

SMALL COMPANY

1 1 Bridgeway Ultra-Small Co. Market[2] 94.8 37.8 0.8 800-661-3550 2 2 Bridgeway Ultra-Small Company[2] 87.9 36.3 1.3 800-661-3550 3 5 Oberweis Micro-Cap Portfolio[2] 95.1 32.4 1.9 800-323-6166 4 3 Hotchkis & Wiley Small Cap Value A 80.9 31.6 1.5 800-796-5606 5 8 Schneider Small Cap Value 133.6 30.4 1.1 888-520-3277 6 4 Perritt Micro Cap Opportunities 75.2 29.5 1.5 800-332-3133 7 7 FBR Small Cap Value A 51.6 28.1 1.6 888-888-0025 8 15 Heartland Value Plus 74.5 26.7 1.3 800-432-7856 9 9 Wasatch Micro Cap[2] 66.8 26.6 2.2 800-551-1700 10 16 Satuit Capital Micro Cap 79.7 26.3 2.8 800-567-4030

MULTICAP

1 1 Yacktman Focused 39.1 22.7 1.3 800-525-8258 2 2 Yacktman 40.3 22.1 1.0 800-525-8258 3 3 Hodges 98.2 19.8 2.0 866-811-0224 4 4 Columbia Strategic Investor Z 48.8 16.5 1.1 800-426-3750 5 5 John Hancock Classic Value A 48.3 14.0 1.2 800-225-5291 6 10 Ariel Appreciation 45.2 12.4 1.2 800-292-7435 7 7 Franklin Rising Dividends A 32.5 12.4 1.4 800-342-5236 8 14 Mairs & Power Growth 34.1 12.0 0.8 800-304-7404 9 17 Longleaf Partners 34.9 11.8 0.9 800-445-9469 10 8 T. Rowe Price Capital Appreciation 32.5 11.5 0.8 800-638-5660

BALANCED

1 1 Oakmark Equity & Income I 31.6 12.9 0.9 800-625-6275 2 4 Valley Forge 30.5 11.5 1.3 800-548-1942 3 2 MainStay Balanced I 29.7 11.2 0.9 800-624-6782 4 3 Dodge & Cox Balanced 32.0 10.8 0.5 800-621-3979 5 8 Villere Balanced 41.0 8.3 1.5 866-209-1129 6 6 Fidelity Balanced 33.2 8.1 0.7 800-343-3548 7 7 James Advantage Golden Rainbow A 24.5 8.1 1.3 800-995-2637 8 5 American Funds America Bal. A 27.3 8.0 0.7 800-421-0180 9 10 Dreyfus Premier Bal. Opportunity J 27.7 7.4 1.1 800-896-8170 10 9 American AAdvantage Bal. PlanAhead 29.2 7.3 0.9 800-388-3344

SPECIALTY

1 1 U.S. Global Investors World Prec. Min. 108.0 59.9 1.9 800-873-8637 2 3 Scudder Gold & Precious Metals S 110.5 53.6 1.6 800-621-1048 3 2 USAA Precious Metals & Minerals 83.0 52.8 1.5 800-531-8181 4 4 First Eagle Gold A 52.6 52.7 1.5 800-334-2143 5 8 Tocqueville Gold 67.6 50.4 1.7 800-697-3863 6 6 Evergreen Precious Metals A 81.4 50.3 1.4 800-343-2898 7 7 U.S. Global Investors Gold Shares 82.4 49.6 2.6 800-873-8637 8 5 PIA OCM Gold 57.1 49.1 2.4 800-628-9403 9 9 Gabelli Gold 59.3 49.0 1.6 800-422-3554 10 11 Van Eck International Inv. Gold A 64.5 48.0 1.8 800-826-1115

STOCK FUND NOTES: As of April 8. [1] Annualized. [2] Closed to new investors. SOURCE: Lipper, New York; 877-955-4773.