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TenBestStocks vs. Major Mutual Funds
 August 27, 2010
 

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  August 27, 2010 Performance Period
      Since Inception        
  Name Symbol 29-May-99 5 Years 3 Years 1 Year 3 Months
  TenBestStocks Model Portfolio N/A 594.5% 26.2% 2.2% -11.6% -9.7%
  S&P 500 Index N/A -16.9% -11.7% -28.0% 3.7% -2.1%
               
   Top Performing Funds            
   Past Three Months Symbol   5 Yr 3 Yr 1 Yr 3 mos
               
  Matthews Asia Small Companies MSMLX N/A N/A N/A 38.2% 15.4%
  JHancock2 Global Agribusiness A JCWAX N/A N/A N/A 6.0% 14.9%
  Dynamic Gold & Precious Metals I DWGOX N/A N/A N/A 64.2% 14.9%
  Matthews India MINDX N/A N/A 8.7% 45.3% 14.8%
  Alpine Emerging Markets Real Estate AEMEX N/A N/A N/A 18.5% 14.7%
  Aberdeen China Opportunities I/S GOPSX N/A 19.4% -2.1% 21.4% 14.6%
  Aberdeen China Opportunities A GOPAX N/A 19.1% -2.4% 21.1% 14.5%
  Aberdeen China Opportunities R GOPRX N/A 18.8% -2.6% 20.8% 14.4%
  Aberdeen China Opportunities C GOPCX N/A 18.2% -3.1% 20.2% 14.4%
  Aberdeen China Opportunities B GOPBX N/A 18.2% -3.1% 20.2% 14.3%
               
   Top Performing Funds            
   Past Three Years Symbol   5 Yr 3 Yr 1 Yr 3 mos
               
  Oceanstone Fund OSFDX N/A N/A 50.7% 21.4% -8.8%
  USAA Precious Metals and Minerals USAGX N/A 29.5% 23.8% 46.1% 7.4%
  Van Eck Intl Investors Gold A INIVX N/A 29.4% 23.3% 53.3% 8.9%
  Van Eck Intl Investors Gold C IIGCX N/A 28.6% 22.4% 52.0% 8.7%
  Tocqueville Gold TGLDX N/A 25.5% 21.9% 59.7% 9.6%
  Franklin Gold and Precious Metals Adv FGADX N/A 26.3% 21.4% 47.7% 8.8%
  Franklin Gold and Precious Metals A FKRCX N/A 26.0% 21.1% 47.4% 8.7%
  Wells Fargo Advantage Precious Metals A EKWAX N/A 25.9% 20.9% 42.2% 8.7%
  Franklin Gold and Precious Metals C FRGOX N/A 25.1% 20.2% 46.2% 8.5%
  First Eagle Gold A SGGDX N/A 22.1% 20.1% 34.4% 7.0%
               
   Top Rated Funds            
    Symbol   5 Yr 3 Yr 1 Yr 3 mos
               
  Oceanstone Fund OSFDX N/A N/A 50.7% 21.4% N/A
  USAA Precious Metals and Minerals USAGX N/A 29.5% 23.8% 46.1% N/A
  Van Eck Intl Investors Gold A INIVX N/A 29.4% 23.3% 53.3% N/A
  Van Eck Intl Investors Gold C IIGCX N/A 28.6% 22.4% 52.0% N/A
  Tocqueville Gold TGLDX N/A 25.5% 21.9% 59.7% N/A
  Franklin Gold and Precious Metals Adv FGADX N/A 26.3% 21.4% 47.7% N/A
  Franklin Gold and Precious Metals A FKRCX N/A 26.0% 21.1% 47.4% N/A
  Wells Fargo Advantage Precious Metals A EKWAX N/A 25.9% 20.9% 42.2% N/A
  Franklin Gold and Precious Metals C FRGOX N/A 25.1% 20.2% 46.2% N/A
  First Eagle Gold A SGGDX N/A 22.1% 20.1% 34.4% N/A
               
   Largest Funds by            
   Assets Managed Symbol   5 Yr 3 Yr 1 Yr 3 mos
               
  Vanguard Total Stock Mkt Idx VTSMX N/A 0.1% -7.4% 6.1% N/A
  American Funds Growth Fund of Amer A AGTHX N/A 0.5% -7.3% 3.4% N/A
  American Funds Capital Inc Bldr A CAIBX N/A 3.3% -4.2% 6.5% N/A
  Fidelity Contrafund FCNTX N/A 3.0% -4.4% 10.2% N/A
  American Funds Capital World G/I A CWGIX N/A 3.8% -6.1% 3.1% N/A
  American Funds Inc Fund of Amer A AMECX N/A 2.9% -3.3% 10.6% N/A
  Vanguard 500 Index Investor VFINX N/A -0.4% -8.1% 5.3% N/A
  American Funds Invmt Co of Amer A AIVSX N/A 0.1% -8.0% 3.0% N/A
  Dodge & Cox Stock DODGX N/A -2.7% -11.9% 2.2% N/A
  American Funds EuroPacific Gr A AEPGX N/A 5.0% -5.2% 3.0% N/A
               

The above table provides a performance comparison of the TenBestStocks Model Portfolio versus major mutual funds.  It compares the TenBestStocks Model Portfolio to the mutual funds identified by the Morningstar  rating service demonstrating the best performance over the most recent five year, three year, one year, and three month periods (where available) - and since TenBestStocks inception in May 1999.  It is not intended to provide a comprehensive comprehensive comparison against all mutual funds.

Important points that should be considered: 

(1)  The above funds are the very best mutual funds.  There are several thousand mutual funds available;  over 80% of all mutual  funds do not even match the performance of the unmanaged S&P 500 Index. 

(2)  The performance of mutual funds with differing investment strategies will be impacted by specific market conditions.  Over time a specific mutual fund should be expected to perform consistent with its strategic goals (as a growth fund, sector fund, bear fund, etc.) which may or may not be advantageous to the investor.  An investor's investment strategy  should consider his/her  time horizon and review all performance data in that context. 

(3)  TenBestStocks employs an objective, fact-based, and fully consistent methodology for identifying stocks for growth and decline resistance 100% of the time.

Of course, past performance of the TenBestStocks.com Model Portfolio is no assurance of future results.  We are confident, however, that the disciplined investor who uses the TenBestStocks process consistently will be successful.

 

Of course, past performance of the TenBestStocks.com Model Portfolio is no assurance of future results.  We are confident, however, that the disciplined investor who uses the TenBestStocks process consistently will be successful.

 

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