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American Funds New Perspective ANWPX World Stock ΠBelow Average 0.76 01/1993 10.84 7.72
American Funds New World NEWFX Diversified Emerging Mkts ΠLow 1.03 07/1999 8.45 4.35
American Funds Washington Mutual AWSHX Large Value ΠBelow Average 0.58 08/1997 7.15 6.44
Berwyn Income BERIX Conservative Allocation „ Below Average 0.62 01/2006 7.70 5.02
Columbia Acorn International ACINX Foreign Small/Mid-Growth „ Average 0.92 06/2003 13.24 8.55
Dodge & Cox Global Stock DODWX World Stock ΠAbove Average 0.66 06/2008 5.87 4.43
Dodge & Cox Income DODIX Intermediate-Term Bond ΠAverage 0.45 02/1989 7.13 6.72
CDodge & Cox International Stock DODFX Foreign Large Blend ΠAbove Average 0.65 06/2001 8.92 5.41
Dodge & Cox Stock DODGX Large Value ΠAbove Average 0.53 02/1977 13.09 11.43
Fidelity Blue Chip Growth FBGRX Large Growth ´ Above Average 0.80 08/2009 19.15 17.26
Fidelity Contrafund FCNTX Large Growth „ Low 0.69 10/1990 13.52 10.40
Fidelity International Discovery FIGRX Foreign Large-Growth ´ Above Average 0.93 11/2004 7.37 6.19
Fidelity Leveraged Company Stock FLVCX Mid-Cap Value „ Above Average 0.79 08/2003 12.94 8.75
Fidelity Low-Priced Stock FLPSX Mid-Cap Value „ Below Average 0.82 01/1990 14.49 9.68
Fidelity OTC FOCPX Large Growth ´ Above Average 0.76 08/2009 19.86 18.58
Fidelity Total Bond FTBFX Intermediate-Term Bond ΠAbove Average 0.45 01/2005 5.14 4.68
Franklin Income FKINX Conservative Allocation ´ Above Average 0.61 06/2002 7.99 7.48
Harbor Capital Appreciation HACAX Large Growth ΠAverage 0.65 06/1990 10.76 9.11
Harbor International HAINX Foreign Large-Blend ΠAbove Average 0.73 03/2009 16.31 14.50
Invesco Equity and Income ACEIX Moderate Allocation ´ Above Average 0.79 06/1999 7.48 6.10
LKCM Small Cap Equity Instl LKSCX Small Growth „ Average 0.94 08/1994 11.12 9.53
MFS Massachusetts Investors Tr MITTX Large Growth ´ Below Average 0.70 08/2004 8.95 8.34
Mairs & Power Growth MPGFX Large Blend „ Average 0.65 02/2006 8.31 7.68
Oakmark Equity & Income OAKBX Moderate Allocation „ Average 0.74 12/1995 10.87 8.58
CPRIMECAP Odyssey Aggressive Growth POAGX Mid-Cap Growth ΠAbove Average 0.62 12/2004 13.60 7.90
PRIMECAP Odyssey Growth POGRX Large Growth ΠAbove Average 0.63 12/2004 10.41 7.90
PRIMECAP Odyssey Stock POSKX Large Blend ΠBelow Average 0.62 12/2004 9.73 7.90
Selected American Shares SLADX Large Blend ´ Above Average 0.60 01/1995 10.77 9.78
T. Rowe Price Blue Chip Growth TRBCX Large Growth „ Above Average 0.73 07/1993 10.48 9.39
CT. Rowe Price Mid-Cap Growth RPMGX Mid-Cap Growth ΠAverage 0.78 07/1992 14.11 10.39
CT. Rowe Price Small-Cap Stock OTCFX Small Growth „ Below Average 0.91 10/1992 12.24 9.99
Vanguard Capital Opportunity VHCOX Large Growth ΠAbove Average 0.47 03/1998 13.60 7.75
Vanguard Dividend Growth VDIGX Large Blend ΠLow 0.33 03/2006 9.13 7.91
Vanguard Energy VGENX Equity Energy ΠBelow Average 0.37 01/2003 12.59 10.17
Vanguard Equity-Income VEIPX Large Value „ Below Average 0.29 01/2004 8.70 7.88
Vanguard Health Care VGHCX Health ΠLow 0.35 06/2008 16.36 12.78
CVanguard PRIMECAP Core VPCCX Large Growth ΠBelow Average 0.50 01/2005 10.17 8.04
CVanguard PRIMECAP VPMCX Large Growth ΠBelow Average 0.44 07/1985 13.33 10.89
Vanguard Selected Value VASVX Mid-Cap Value ΠBelow Average 0.41 04/1999 10.89 10.30
Vanguard Wellesley Income VWINX Conservative Allocation ΠBelow Average 0.25 02/2007 7.13 5.49
Vanguard Windsor II VWNAX Large Value „ Average 0.28 07/1985 11.06 11.05
Vanguard Windsor VWNDX Large Value ´ Above Average 0.38 07/2008 10.55 8.94
Through April 2015.
The Fantastic 50(continued)
Fund Name
Ticker Category
Morningstar
Analyst Rating Overall Risk
Expense
Ratio % Start Date
Tenure
Return%
Index
Return %
C Closed to new investors.