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 24.0 12.7 1.9 800-822-5544 2 2 Sequoia[2] 17.1 8.8 1.0 800-686-6884 3 3 Pimco PEA Value A 30.1 8.0 1.1 800-426-0107 4 4 Jensen J 14.8 5.3 0.9 800-992-4144 5 6 American Century Lg. Co. Val. Inv. 17.2 4.8 0.9 800-345-2021 6 5 Scudder Large Cap Value A 17.9 4.8 1.3 800-621-1048 7 9 Northern Large Cap Value 20.8 4.6 1.1 800-595-9111 8 8 American Century Capital Value Inv. 17.1 4.4 1.1 800-345-2021 9 7 Primary Trend 14.3 4.3 1.6 800-443-6544 10 15 Oppenheimer Value A 18.6 4.3 1.2 800-525-7048

MID-SIZE COMPANY

1 1 Fidelity Advisor Lev. Co. Stock A 36.4 26.6 1.4 800-522-7297 2 3 Fidelity Leveraged Company Stock 37.0 25.6 0.8 800-343-3548 3 2 Scott James 19.1 23.6 0.0 800-846-9350 4 4 CGM Focus 23.6 19.0 1.2 800-345-4048 5 5 FPA Capital 26.9 16.7 0.9 800-982-4372 6 6 Hotchkis & Wiley Mid-Cap Value A 34.8 16.4 1.4 800-796-5606 7 10 RS Contrarian 35.4 16.1 1.5 800-766-3863 8 30 IMS Capital Value 26.0 15.3 1.6 800-934-5550 9 7 Fidelity Low-Priced Stock[2] 28.3 15.3 1.0 800-343-3548 10 9 Hussman Strategic Growth 13.0 15.2 1.5 800-487-7626

SMALL COMPANY

1 1 Bridgeway Ultra-Small Co. Market[2] 43.2 29.9 0.8 800-661-3550 2 2 Bridgeway Ultra-Small Company[2] 37.0 28.4 1.3 800-661-3550 3 - Royce Value Plus 49.9 26.9 1.5 800-221-4268 4 3 Hotchkis & Wiley Small Cap Value A[2] 43.0 25.0 1.5 800-796-5606 5 4 Schneider Small Cap Value 68.4 23.8 1.1 888-520-3277 6 6 Oberweis Micro-Cap Portfolio[2] 40.7 21.7 1.6 800-323-6166 7 7 Fifth Third Micro Cap Value Adv.[2] 36.6 21.2 1.9 800-282-5706 8 5 Perritt Micro Cap Opportunities 42.3 21.0 1.5 800-332-3133 9 13 Royce Special Equity Inv.[2] 25.1 20.7 1.2 800-221-4268 10 8 Heartland Value Plus 32.9 20.5 1.3 800-432-7856

MULTICAP

1 1 Yacktman Focused 14.1 20.6 1.3 800-525-8258 2 2 Yacktman 16.1 19.1 0.9 800-525-8258 3 3 Hodges 35.0 13.7 2.0 866-811-0224 4 5 John Hancock Classic Value A 22.9 12.3 1.2 800-225-5291 5 4 Columbia Strategic Investor Z 22.1 11.5 1.1 800-345-6611 6 6 Mairs & Power Growth 22.2 10.9 0.8 800-304-7404 7 8 Franklin Rising Dividends A 17.7 10.1 1.4 800-342-5236 8 22 Baron iOpportunity 42.6 9.8 1.5 800-992-2766 9 9 AmSouth Select Equity A 19.6 9.4 1.3 800-451-8382 10 18 Heartland Select Value 22.0 9.4 1.5 800-432-7856

BALANCED

1 1 Oakmark Equity and Income I 17.1 10.6 0.9 800-625-6275 2 2 MainStay Balanced I 12.7 8.8 0.9 800-624-6782 3 3 Dodge & Cox Balanced 14.6 8.6 0.5 800-621-3979 4 - Alpine Dynamic Balance 11.8 8.1 1.4 888-785-5578 5 4 Valley Forge 14.6 7.5 1.3 800-548-1942 6 6 James Advantage Golden Rainbow A 10.2 6.7 1.3 800-995-2637 7 7 American Funds American Bal. A 12.7 6.5 0.7 800-421-0180 8 12 Boston Balanced 10.9 5.9 1.0 800-282-8782 9 8 Mairs & Power Balanced 12.4 5.8 0.9 800-304-7404 10 9 American AAdvantage Bal. PlanAhead 12.4 5.7 0.9 800-388-3344

SPECIALTY

1 1 U.S. Global Investors World Prec. Min. 57.6 40.3 1.9 800-873-8637 2 2 First Eagle Gold A 13.2 35.2 1.5 800-334-2143 3 3 Scudder Gold & Precious Metals S 47.1 34.9 1.6 800-621-1048 4 4 USAA Precious Metals & Minerals 30.1 34.3 1.5 800-531-8181 5 5 Tocqueville Gold 22.7 32.8 1.7 800-697-3863 6 6 U.S. Global Investors Gold Shares 36.9 32.7 2.6 800-873-8637 7 7 Evergreen Precious Metals A 29.6 31.9 1.4 800-343-2898 8 10 Van Eck International Inv. Gold A 19.2 30.9 1.8 800-826-1115 9 9 Gabelli Gold 15.3 30.1 1.6 800-422-3554 10 8 PIA OCM Gold Fund 14.5 29.6 2.4 800-628-9403

STOCK FUND NOTES: As of June 10. [1] Annualized. [2] Closed to new investors. SOURCE: Lipper, New York; 877-955-4773.