BEST OVERALL FUND

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WE DON'T LIKE: Unlike larger more index-like peers, this fund can underperform the benchmark by a wide margin (it can also outperform as well). Foreign funds tend to be too expensive, especially when there is not much competition in the category.

Named Favorite: 12/69
Return While Favorite: -100%
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SPECIAL CRITERIA WINNERS

BEST OPEN-END FUND

Named Favorite: 12/69
Return While Favorite: -100%
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BEST ETF

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Named Favorite: 12/69
Return While Favorite: -100%
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MAXrating: NA
Outlook: NA
Expense Ratio: NA

BEST LOW MINIMUM FUND

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Named Favorite: 12/69
Return While Favorite: -100%
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BEST NTF FUND

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Named Favorite: 12/69
Return While Favorite: -100%
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PREVIOUS FAVORITES

Fund Name/Ticker: Added Removed Return Vs. S&P
Vanguard Convertible Securities (VCVSX) 08/0208/0438.34%13.46%
(PCVDX) 08/0212/03-100.00%8.17%
Fidelity Convertible Securities (FCVSX) 09/0108/02-1.81%8.98%
Baron Growth Fd Inst (BGRIX) 09/0108/02-100.00%7.13%

TRANSACTIONS

02/07 - Removed (n/01/). Reason for removal: Closed to individual investors and/or limited access.

05/06 - Removed (). Reason for removal: Closed to individual investors and/or limited access.

08/04 - Removed Vanguard Convertible Securities (VCVSX). Reason for removal: Closed to new investors.

12/03 - Removed (PCVDX). 1,2

08/02 - Removed Fidelity Convertible Securities (FCVSX). Reason for removal: Manager change.

08/02 - Removed Baron Growth Fd Inst (BGRIX). 2,9

01/00 - Removed ().

01/00 - Removed ().

01/00 - Removed ().

11/99 - Added ().