LARGE CAP VALUE

BEST OVERALL LARGE CAP VALUE FUND

Vanguard Dividend Growth Fd (VDIGX)

A FAVORITE BECAUSE: We've been in this sucker since it was called Vanguard Utility Income. It features a low fee and good returns, which isn't always an easy combo to find in actively managed Vanguard funds.

WE DON'T LIKE: Dividend focus may not be a winner for the next decade as the pendulum swings back to growth and away from value.

Named Favorite: 11/09
Return While Favorite: 90.3%
VS. S&P While Favorite: -10.47%
MAXrating: 94
Outlook: -1%
Expense Ratio: 0.33%

LARGE CAP VALUE SPECIAL CRITERIA WINNERS

BEST OPEN-END LARGE CAP VALUE FUND

Vanguard Dividend Growth Fd (VDIGX)

Named Favorite: 11/09
Return While Favorite: 90.3%
VS. S&P While Favorite: -10.47%
MAXrating: 94
Outlook: -1%
Expense Ratio: 0.33%

BEST LARGE CAP VALUE ETF

Vanguard Value ETF (VTV)

Named Favorite: 11/09
Return While Favorite: 96.66%
VS. S&P While Favorite: -4.11%
MAXrating: NA
Outlook: NA
Expense Ratio: NA

BEST LOW MINIMUM LARGE CAP VALUE FUND

Homestead Funds-Value Fund (HOVLX)

Named Favorite: 11/09
Return While Favorite: 92.71%
VS. S&P While Favorite: -8.06%
MAXrating: 90
Outlook: -4%
Expense Ratio: 0.61%

BEST NTF LARGE CAP VALUE FUND

Artisan Opportunistic Value Fund (ARTLX)

Named Favorite: 11/06
Return While Favorite: 64.42%
VS. S&P While Favorite: -3.21%
MAXrating: 1
Outlook: -5%
Expense Ratio: 1.02%

LARGE CAP VALUE PREVIOUS FAVORITES

Fund Name/Ticker: Added Removed Return Vs. S&P
Vanguard US Value Fd (VUVLX) 09/0211/09-11.02%-8.69%
T. Rowe Price Equity Income Fd (PRFDX) 09/0111/0937.89%15.57%
Bridgeway Large Cap Value N (BRLVX) 11/0511/09-11.53%0.17%
Allianz NFJ Large Cap Value D (PNBDX) 08/0611/09-10.52%-12.26%
MainStay ICAP Select Equity Fd I (ICSLX) 05/0511/0626.00%5.30%
Vanguard Windsor-I Inv (VWNDX) 06/0308/0650.43%9.35%
Vanguard Equity Income Inv (VEIPX) 09/0211/0560.45%-1.12%
Parnassus Equity Income Fund Inv (PRBLX) 09/0105/0533.53%12.16%
Dodge & Cox Stock Fund (DODGX) 09/0108/0436.83%25.76%
Clipper Fund (CFIMX) 09/0107/038.48%10.56%
Pelican (PELFX) 09/0106/03-5.50%-1.86%
Babson Value (BVALX) 08/0206/03-2.40%-10.42%
American Century Lrge Comp Val Inv (ALVIX) 08/0206/036.50%-1.41%
Ameristock Mutual Fund (AMSTX) 09/0108/02-7.33%3.49%
Harbor Large Cap Value Inst (HAVLX) 09/0108/02-4.33%6.49%

LARGE CAP VALUE TRANSACTIONS

11/09 - Removed Bridgeway Large Cap Value N (BRLVX). Reason for removal: Better option in special criteria sub-category.

11/09 - Removed Allianz NFJ Large Cap Value D (PNBDX). Reason for removal: Better option in special criteria sub-category.

11/09 - Removed Vanguard US Value Fd (VUVLX). Reason for removal: Better option in special criteria sub-category.

11/09 - Added Homestead Funds-Value Fund (HOVLX). Added as Best Large Cap Value Low Minimum Fund.

11/09 - Added Vanguard Dividend Growth Fd (VDIGX). Added as best open end and best overall large cap value fund.

11/09 - Added Vanguard Value ETF (VTV). Added as Best Large Cap Value Exchange Trade Fund.

11/06 - Added Artisan Opportunistic Value Fund (ARTLX). Named a favorite large cap value fund

11/06 - Removed MainStay ICAP Select Equity Fd I (ICSLX). Reason for removal: Raised minimum investment amount or became an institutional class fund.

08/06 - Removed Vanguard Windsor-I Inv (VWNDX). Reason for removal: Better options in this category now available.

11/05 - Removed Vanguard Equity Income Inv (VEIPX). Reason for removal: Poor risk-adjusted performance.

05/05 - Removed Parnassus Equity Income Fund Inv (PRBLX). Reason for removal: Poor risk-adjusted performance.

08/04 - Removed Dodge & Cox Stock Fund (DODGX). Reason for removal: Closed to new investors.

07/03 - Removed Clipper Fund (CFIMX). Reason for removal: Fund became too fat (asset bloat).

06/03 - Removed Pelican (PELFX). Reason for removal: Merged with another fund.

06/03 - Removed Babson Value (BVALX). Reason for removal: No load fund converted to load fund class structure.

06/03 - Removed American Century Lrge Comp Val Inv (ALVIX). Reason for removal: No load fund converted to load fund class structure.

08/02 - Removed Ameristock Mutual Fund (AMSTX). Reason for removal: Lost confidence in manager.

08/02 - Removed Harbor Large Cap Value Inst (HAVLX). Reason for removal: Raised minimum investment amount or became an institutional class fund.