Magazine

Online Extra: Winners Over the Years


Fund Name

Ticker

Manager

2003

2004

2005

2006

2007

All Cap GrowthThornburg Core Growth/A

THCGX

Alexander Motola

Win

All Cap ValueKinetics Paradigm

WWNPX

P. Doyle/M.Stahl

Win

Stratton Growth

STRGX

James Stratton

Win

Large-Cap GrowthGrowth Fund of America

AGTHX

Team Managed

Win

Win

Win

Win

Win

T Rowe Price Growth Stock

PRGFX

Robert Smith

Win

Win

Win

Large-Cap BlendLegg 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 ValueDodge & 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 GrowthGoldman 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 BlendABN AMRO Mid Cap

CHTTX

Thyra Zerhusen

Win

Win

Mid-Cap ValueGoldman 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 GrowthBjurman, Barry Micro-Cap Growth

BMCFX

Thomas Barry

Win

Small Cap BlendOppenheimer Main St Sm/A

OPMSX

Monoyios/Zavanelli

Win

Small-Cap ValueRoyce 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

WorldTweedy, Browne Global Value

TBGVX

Team Managed

Win

Win

InternationalJulius 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 EstateFirst Amer Real Est/Y

FARCX

J Wenker/Rosenberg

Win

Win

General IntermediateHarbor Bond

HABDX

William Gross

Win

Win

Win

Win

General IntermediateManagers 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 ShortFidelity Short Tm Bond

FSHBX

Andrew Dudley

Win

Win

Mortgage-Backed SecuritiesTCW Total Return Bond

TGLMX

J.

Gunlach/ P. Barach

Win

Win

Win

Win

Win

High YieldGoldman 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 BondTempleton Glbl Bond/A

TPINX

Hasenstab

Win

Win

Muni Nat'l LongEaton Vance Municipal Bond

ETMBX

Thomas Fetter

Win

Eaton Vance Natl Muni/A

EANAX

Thomas Metzold

Win

International SCLaudus Rosenberg Intl Small Cap

RISIX

Team Managed

Win

ConvertiblesCalamos Convertible Growth & Income

CVTRX

John & Nick Calamos

Win

Win

Domestic HybridDodge & Cox Balanced

DODBX

Team Managed

Win

DATA: Standard & Poor's


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