valign=”middle”>2,500
800-999-0887
Fidelity Select Food & Agriculture
FDFAX
8.80
5.25
8.19
2,500
800-343-3548
MID BLEND
CGM Focus
CGMFX
27.97
17.17
30.20
2,500
800-345-4048
Fairholme
FAIRX
25.37
17.65
18.67
2,500
866-202-2263
Kinetics Paradigm
WWNPX
27.44
22.17
16.88
2,500
800-930-3828
RS Value
RSVAX
29.24
28.43
16.72
5,000
800-766-3863
FPA Paramount
FPRAX
8.88
14.80
15.18
1,500
800-982-4372
SMALL BLEND
Bridgeway Ultra-Small Co. Mkt Fun
BRSIX
6.12
25.45
21.21
2,000
800-661-3550
Texas Capital Value & Growth
TCVGX
20.39
19.40
20.45
2,000
800-880-0324
Stratton Small-Cap Value
STSCX
23.11
20.02
19.49
2,000
800-634-5726
Pacific Advisors Small Cap A
PASMX
4.38
19.97
17.78
0
800-989-6693
Strategic Partners Small Cap Value
PZVAX
19.59
18.83
17.49
1,000
800-225-1852
LARGE VALUE
Yacktman Focused
YAFFX
7.37
14.52
17.97
2,500
800-525-8258
Yacktman
YACKX
6.89
15.16
17.80
2,500
800-525-8258
John Hancock Classic Value A
PZFVX
10.43
14.13
17.32
1,000
800-225-5291
Clipper Focus PBHG
PBFOX
4.60
6.34
13.73
2,500
800-433-0051
Oakmark Select I
OAKLX
8.61
9.50
13.70
1,000
800-625-6275
MID VALUE
Fidelity Select Constr. & Housing
FSHOX
31.82
18.85
22.54
2,500
800-343-3548
Delafield
DEFIX
9.48
14.09
18.76
5,000
800-221-3079
Phoenix Mid-Cap Value A
FMIVX
15.39
14.21
17.82
500
800-243-1574
Marshall Mid-Cap Value Inv
MRVEX
10.93
13.75
16.61
1,000
800-236-8560
Janus Mid Cap Value Investor
JMCVX
12.26
14.53
16.38
2,500
800-525-3713
Pacific Capital Small Cap A
PCSAX
14.65
18.17
21.01
1,000
800-258-9232
Berwyn
BERWX
16.37
16.41
20.88
3,000
800-992-6757
SMALL VALUE
Pacific Capital Small Cap B
PCSBX
13.78
17.29
20.08
1,000
800-258-9232
JPMorgan Small Cap Value A
N=”MIDDLE”>PSOAX
12.20
11.87
18.34
1,000
800-480-4111
Legg Mason U.S. Small Cap Value Prim
LMSVX
14.79
13.20
18.26
1,000
800-577-8589
MODERATE ALLOCATION
Bruce
BRUFX
27.83
43.42
33.40
1,000
800-872-7823
T. Rowe Price Capital Appreciation
PRWCX
10.72
12.62
13.64
2,500
800-638-5660
Oakmark Equity & Income I
OAKBX
6.24
10.46
13.03
1,000
800-625-6275
EquiTrust Managed
FBMGX
7.18
8.90
10.31
250
877-860-2904
Greenspring
GRSPX
5.63
10.32
10.18
2,000
800-366-3863
source: morningstar inc. morningstar makes every effort to ensure the accuracy AND COMPLETENESS of this data, but cannot guarantee it. top funds in each category, ranked by FIVE-year returns. open to the public. returns through june 30, 2005.
FUND NAME
TICKER SYMBOL
1-YEAR RETURN
3-YEAR RETURN
5-YEAR RETURN
MINIMUM INITIAL INVESTMENT
PHONE
WORLD STOCK
Polaris Global Value
PGVFX
14.75%
17.72%
13.67%
$2,500
888-263-5594
Vanguard Global Equity
VHGEX
15.29
15.32
9.49
3,000
800-662-7447
Templeton Global Smaller Comp A
TEMGX
19.01
16.86
9.41
1,000
800-342-5236
Mutual Discovery A
TEDIX
19.52
13.69
9.39
1,000
800-342-5236
Pearl Total Return
PFTRX
13.06
12.36
8.92
3,000
866-747-9030
Fidelity Advisor Diversified Intl A
FDVAX
14.22
14.03
4.58
2,500
877-208-0098
Marsico International Opportunities
MIOFX
7.51
11.55
3.71
2,500
888-860-8686
FOREIGN LARGE GROWTH
Fidelity Advisor Diversified Intl B
FDIBX
13.22
13.01
3.66
2,500
877-208-0098
Laudus Int’l MarketMasters In
SWOIX
14.71
13.46
1.64
2,500
800-435-4000
MFS International Growth A
MGRAX
10.53
11.87
0.21
1,000
800-225-2606
FOREIGN LARGE BLEND
Fidelity Canada
FICDX
29.10
21.96
10.51
2,500
800-343-3548
Exeter World Opportunities A
EXWAX
15.40
14.04
7.07
2,000
800-466-3863
Thornburg International Value A
TGVAX
15.77
