| Fund Name |
Ticker |
Manager |
2003 |
2004 |
2005 |
2006 |
2007
|
All Cap Growth |
| Thornburg Core Growth/A |
THCGX |
Alexander Motola |
|
|
|
|
Win |
All Cap Value |
| Kinetics Paradigm |
WWNPX |
P. Doyle/M.Stahl |
|
|
|
|
Win |
| Stratton Growth |
STRGX |
James Stratton |
|
|
|
Win |
|
Large-Cap Growth |
| Growth Fund of America |
AGTHX |
Team Managed |
Win |
Win |
Win |
Win |
Win |
| T Rowe Price Growth Stock |
PRGFX |
Robert Smith |
|
|
Win |
Win |
Win |
Large-Cap Blend |
| Legg Mason Eq:Value |
LMVTX |
William Miller/Nancy Dennin |
Win |
Win |
Win |
Win |
Win |
| Calvert Social Investment Equity |
CSIEX |
Daniel Boone III |
|
Win |
Win |
|
|
| Thornburg Value |
TVAFX |
William Fries |
|
Win |
Win |
|
|
| Victory Diversified |
SRVEX |
Babin/Danes/Rains |
|
|
Win |
Win |
|
Large-Cap Value |
| Dodge & Cox Stock |
DODGX |
Team Managed |
Win |
|
|
|
|
| Vanguard Windsor II |
VWNFX |
Team Managed |
|
|
Win |
|
|
| T Rowe Price Eq Inc |
PRFDX |
Brian Rogers/Team Managed |
|
|
|
Win |
|
Mid-Cap Growth |
| Goldman Sachs Growth Opportunities |
GGOAX |
Team Managed |
|
|
Win |
|
|
| American Century Vista/Inv |
TWCVX |
Glenn Fogle/Team Managed |
|
|
|
|
Win |
| Westcore MIDCO Growth |
WTMGX |
William Chester/Team Managed |
|
|
|
|
Win |
Mid-Cap Blend |
| ABN AMRO Mid Cap |
CHTTX |
Thyra Zerhusen |
|
|
Win |
Win |
|
Mid-Cap Value |
| Goldman Sachs Mid Cap Val |
GCMAX |
Team Managed |
|
|
Win |
|
|
| Janus Mid Cap Value/Inv |
JMCVX |
T Perkins/R Perkins/J Kautz |
|
|
|
Win |
|
| RS Value/A |
RSVAX |
D. Kelley/A. Pilara Jr./J. Wolf |
|
|
|
|
Win |
Small-Cap Growth |
| Bjurman, Barry Micro-Cap Growth |
BMCFX |
Thomas Barry |
Win |
|
|
|
|
Small Cap Blend |
| Oppenheimer Main St Sm/A |
OPMSX |
Monoyios/Zavanelli |
|
|
|
Win |
|
Small-Cap Value |
| Royce Low-priced Stock |
RYLPX |
Whitney George |
Win |
|
|
|
|
| Keeley Small Cap Value |
KSCVX |
John Keeley Jr. |
|
|
|
|
Win |
| Stratton Small Cap Value |
STSCX |
J. Stratton/G. Van Horn |
|
|
|
|
Win |
World |
| Tweedy, Browne Global Value |
TBGVX |
Team Managed |
Win |
|
Win |
|
|
International |
| Julius Baer International Equity |
BJBIX |
Rudolph Riad Younes/Richard Pell |
Win |
Win |
Win |
|
|
| Thornburg Intl Value/A |
TGVAX |
William Fries |
|
|
|
Win |
|
| Dodge & Cox Intl Stock |
DODFX |
Team Managed |
|
|
|
|
Win |
| SSgA Intl Stk Selection |
SSAIX |
Team Managed |
|
|
|
|
Win |
US Real Estate |
| First Amer Real Est/Y |
FARCX |
J Wenker/Rosenberg |
|
|
|
Win |
Win |
General Intermediate |
| Harbor Bond |
HABDX |
William Gross |
Win |
|
Win |
Win |
Win |
General Intermediate |
| Managers Bond |
MGFIX |
Dan Fuss |
|
Win |
Win |
Win |
Win |
| Dodge & Cox Income |
DODIX |
Team Managed |
|
|
Win |
Win |
Win |
| Julius Baer: Total Ret/A |
BJBGX |
Don Quigley/Rich Pell |
|
|
|
|
Win |
| Metropolitan West TR Bd/M |
MWTRX |
T. Rivelle/ S. Kane/ L. Landmann |
|
|
|
|
Win |
General Short |
| Fidelity Short Tm Bond |
FSHBX |
Andrew Dudley |
|
|
|
Win |
Win |
Mortgage-Backed Securities |
| TCW Total Return Bond |
TGLMX |
J.
Gunlach/ P. Barach |
Win |
Win |
Win |
Win |
Win |
High Yield |
| Goldman Sachs Hi Yield/A |
GSHAX |
A. Jessop/ D. Gordon/ R. Cignarella |
|
|
|
Win |
Win |
| Eaton Vance Inc Fd Bstn/A |
EVIBX |
Michael Weilheimer/Tom Huggins |
|
|
|
|
Win |
Global Bond |
| Templeton Glbl Bond/A |
TPINX |
Hasenstab |
|
|
|
Win |
Win |
Muni Nat'l Long |
| Eaton Vance Municipal Bond |
ETMBX |
Thomas Fetter |
|
|
Win |
|
|
| Eaton Vance Natl Muni/A |
EANAX |
Thomas Metzold |
|
|
|
|
Win |
International SC |
| Laudus Rosenberg Intl Small Cap |
RISIX |
Team Managed |
|
|
Win |
|
|
Convertibles |
| Calamos Convertible Growth & Income |
CVTRX |
John & Nick Calamos |
Win |
Win |
|
|
|
Domestic Hybrid |
| Dodge & Cox Balanced |
DODBX |
Team Managed |
|
Win |
|
|
|
Copyright 2007, Bloomberg L.P.
