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. (%) Telephone [1]

1 1 Legg Mason Growth Trust Primary 37.6 9.3 1.9 800-822-5544 2 2 Sequoia[2] 20.6 9.1 1.0 800-686-6884 3 3 Pimco PEA Value A 46.1 7.3 1.1 800-426-0107 4 6 Jensen J 20.1 4.6 0.9 800-992-4144 5 - Scudder Large Cap Value A 26.8 4.4 1.3 800-621-1048 6 5 American Century Lg. Co. Val. Inv. 27.1 4.3 0.9 800-345-2021 7 10 Primary Trend 23.9 4.0 1.6 800-443-6544 8 8 American Century Capital Value Inv. 26.7 3.9 1.1 800-345-2021 9 7 Northern Large Cap Value 30.6 3.7 1.1 800-595-9111 10 11 Franklin Large Cap Value A 24.6 3.5 1.4 800-342-5236

MID-SIZE COMPANY

1 2 Fidelity Advisor Lev. Co. Stock A 56.3 24.5 1.4 800-522-7297 2 1 Scott James 35.0 24.0 0.0 800-846-9350 3 3 Fidelity Leveraged Company Stock 57.1 23.3 0.8 800-343-3548 4 - CGM Focus 45.3 18.4 1.2 800-345-4048 5 4 FPA Capital 37.8 16.8 0.9 800-982-4372 6 8 Hotchkis & Wiley Mid-Cap Value A 50.5 16.0 1.4 800-796-5606 7 6 Fidelity Low-Priced Stock[2] 38.7 15.6 1.0 800-343-3548 8 13 Strong Mid Cap Disciplined 47.6 15.6 1.5 800-368-6860 9 22 Hussman Strategic Growth 22.5 15.6 1.5 800-487-7626 10 10 RS Contrarian 48.4 15.3 1.5 800-766-3863

SMALL COMPANY

1 1 Bridgeway Ultra-Small Co. Market[2] 64.9 30.5 0.8 800-661-3550 2 2 Bridgeway Ultra-Small Company[2] 58.3 26.8 1.3 800-661-3550 3 4 Hotchkis & Wiley Small Cap Value A[2] 56.2 25.2 1.5 800-796-5606 4 5 Schneider Small Cap Value 93.8 24.4 1.1 888-520-3277 5 6 Perritt Micro Cap Opportunities 58.2 23.7 1.5 800-332-3133 6 3 Oberweis Micro-Cap Portfolio[2] 61.9 22.8 1.6 800-323-6166 7 - Fifth Third Micro Cap Value Adv.[2] 55.6 22.7 1.9 800-282-5706 8 8 Heartland Value Plus 49.4 21.8 1.3 800-432-7856 9 7 FBR Small Cap A 32.2 21.3 1.6 888-888-0025 10 13 RS Partners 53.3 21.1 1.5 800-766-3863

MULTICAP

1 1 Yacktman Focused 23.7 19.7 1.3 800-525-8258 2 2 Yacktman 27.7 18.9 0.9 800-525-8258 3 3 Hodges 61.7 13.1 2.0 866-811-0224 4 4 Columbia Strategic Investor Z 33.6 12.2 1.1 800-345-6611 5 5 John Hancock Classic Value A 33.9 11.4 1.2 800-225-5291 6 8 Mairs & Power Growth 29.1 10.1 0.8 800-304-7404 7 6 Ariel Appreciation 31.5 9.5 1.2 800-292-7435 8 7 Franklin Rising Dividends A 20.9 9.4 1.4 800-342-5236 9 14 AmSouth Select Equity A 28.1 9.3 1.3 800-451-8382 10 10 T. Rowe Price Capital Appreciation 24.6 9.1 0.8 800-638-5660

BALANCED

1 1 Oakmark Equity and Income I 23.9 10.7 0.9 800-625-6275 2 3 MainStay Balanced I 18.7 8.4 0.9 800-624-6782 3 4 Dodge & Cox Balanced 23.1 8.3 0.5 800-621-3979 4 2 Valley Forge 19.6 7.8 1.3 800-548-1942 5 5 Villere Balanced 29.2 6.3 1.5 866-209-1129 6 7 James Advantage Golden Rainbow A 15.5 6.1 1.3 800-995-2637 7 8 American Funds American Bal. A 19.0 6.1 0.7 800-421-0180 8 12 Mairs & Power Balanced 18.2 5.4 1.0 800-304-7404 9 10 American AAdvantage Bal. PlanAhead 21.2 5.4 0.9 800-388-3344 10 6 Fidelity Balanced 20.3 5.2 0.7 800-343-3548

SPECIALTY

1 1 U.S. Global Investors World Prec. Min. 63.8 44.3 1.9 800-873-8637 2 4 First Eagle Gold A 18.0 38.3 1.5 800-334-2143 3 2 Scudder Gold & Precious Metals S 56.1 37.0 1.6 800-621-1048 4 3 USAA Precious Metals & Minerals 38.2 36.3 1.5 800-531-8181 5 5 Tocqueville Gold 28.8 35.5 1.7 800-697-3863 6 7 U.S. Global Investors Gold Shares 42.2 34.2 2.6 800-873-8637 7 6 Evergreen Precious Metals A 36.9 34.0 1.4 800-343-2898 8 8 PIA OCM Gold 18.1 32.2 2.4 800-628-9403 9 9 Gabelli Gold 19.8 32.1 1.6 800-422-3554 10 10 Van Eck International Inv. Gold A 22.2 31.8 1.8 800-826-1115

STOCK FUND NOTES: As of May 6. [1] Annualized. [2] Closed to new investors. SOURCE: Lipper, New York; 877-955-4773.