GLOBAL

BEST OVERALL GLOBAL FUND

Dodge & Cox Global Stock (DODWX)

A FAVORITE BECAUSE: We're so high on Dodge & Cox Global Stock that we added it to our Powerfund Portfolios Growth Model soon after it launched in 2008. We like its reasonable fee and still relatively small (for D&C) assets under management.

WE DON'T LIKE: This family ran into some problems resulting from their own success, much like Janus in 1999.

Named Favorite: 11/09
Return While Favorite: 84.33%
VS. S&P While Favorite: -16.44%
MAXrating: 96
Outlook: 7%
Expense Ratio: 0.63%

GLOBAL SPECIAL CRITERIA WINNERS

BEST OPEN-END GLOBAL FUND

Dodge & Cox Global Stock (DODWX)

Named Favorite: 11/09
Return While Favorite: 84.33%
VS. S&P While Favorite: -16.44%
MAXrating: 96
Outlook: 7%
Expense Ratio: 0.63%

BEST GLOBAL ETF

iShares MSCI Kokusai Index Fund (TOK)

Named Favorite: 11/09
Return While Favorite: 73.62%
VS. S&P While Favorite: -27.15%
MAXrating: NA
Outlook: NA
Expense Ratio: NA

BEST LOW MINIMUM GLOBAL FUND

Oakmark Global I (OAKGX)

Named Favorite: 11/09
Return While Favorite: 78.56%
VS. S&P While Favorite: -22.21%
MAXrating: 44
Outlook: 7%
Expense Ratio: 1.17%

BEST NTF GLOBAL FUND

Janus Global Research Fund (JARFX)

Named Favorite: 11/09
Return While Favorite: 41.41%
VS. S&P While Favorite: -6.09%
MAXrating:
Outlook: %
Expense Ratio: %

GLOBAL PREVIOUS FAVORITES

Fund Name/Ticker: Added Removed Return Vs. S&P
(MGLBX) 05/0711/09-100.00%-70.23%
Manning & Napier World Opprty Fd A (EXWAX) 09/0211/09140.72%98.05%
Polaris Global Value Fund (PGVFX) 09/0111/09104.35%90.95%
Allianz Glb Inv Solut Ret Inc A (AGRAX) 09/0205/07141.20%39.79%
Vanguard Global Equity Fund (VHGEX) 09/0108/0450.67%39.60%
T. Rowe Price Global Stock Fd (PRGSX) 09/0109/02-19.08%1.44%

GLOBAL TRANSACTIONS

11/09 - Added iShares MSCI Kokusai Index Fund (TOK). Added as Best Global Exchange Trade Fund.

11/09 - Added Oakmark Global I (OAKGX). Added as Best Global Low Minimum Fund.

11/09 - Added Janus Global Research Fund (JARFX). Added as Best Global No-Transaction Fee Fund.

11/09 - Removed Manning & Napier World Opprty Fd A (EXWAX). Reason for removal: Better option in special criteria sub-category.

11/09 - Removed Polaris Global Value Fund (PGVFX). Reason for removal: Better option in special criteria sub-category.

11/09 - Added Dodge & Cox Global Stock (DODWX). Added as Best Open-End and Best Overall Global fund.

05/07 - Removed Allianz Glb Inv Solut Ret Inc A (AGRAX). Reason for removal: No load fund converted to load fund class structure.

08/04 - Removed Vanguard Global Equity Fund (VHGEX). Reason for removal: Closed to new investors.

09/02 - Removed T. Rowe Price Global Stock Fd (PRGSX). Reason for removal: Erratic or inconsistent performance.