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TenBestStocks vs. Major Mutual Funds
 January 22, 2010
 

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  January 22, 2010 Performance Period
      Since Inception        
  Name Symbol 29-May-99 5 Years 3 Years 1 Year 3 Months
  TenBestStocks Model Portfolio N/A 645.0% 51.7% 19.9% 1.6% -7.8%
  S&P 500 Index N/A -14.8% -6.5% -23.7% 28.4% 0.4%
               
   Top Performing Funds            
   Past Three Months Symbol   5 Yr 3 Yr 1 yr 3 mos
               
  JHancock3 Leveraged Companies A JVCAX N/A N/A N/A 73.0% 21.7%
  JHancock3 Leveraged Companies B JVCBX N/A N/A N/A 71.7% 21.5%
  JHancock3 Leveraged Companies C JVCCX N/A N/A N/A 71.7% 21.5%
  MassMutual Premier Strategic Emerg Mkt N MPNSX N/A N/A N/A 93.2% 19.6%
  ING Real Estate Q IREQX N/A -1.9% -13.7% 68.7% 18.9%
  Fidelity Select Air Transportation FSAIX N/A 6.3% -6.7% 35.0% 17.5%
  SunAmerica Focused Mid-Cap Value A FMVPX N/A N/A -5.1% 48.5% 16.1%
  ING Global Value Choice Q NAWQX N/A 11.6% 8.3% 99.1% 15.7%
  Old Mutual Columbus Circle Tech & Com I OICTX N/A N/A N/A 82.7% 14.6%
  Grubb & Ellis AGA Realty Income A GBEIX N/A N/A N/A 82.5% 14.6%
               
   Top Performing Funds            
   Past Three Years Symbol   5 Yr 3 Yr 1 yr 3 mos
               
  USAA Precious Metals and Minerals USAGX N/A 25.3% 16.6% 69.3% 0.7%
  Franklin Gold and Precious Metals Adv FGADX N/A 22.3% 14.7% 78.1% -0.3%
  Franklin Gold and Precious Metals A FKRCX N/A 22.0% 14.4% 77.7% -0.3%
  Van Eck Intl Investors Gold A INIVX N/A 23.6% 14.3% 65.8% 0.4%
  First Eagle Gold A SGGDX N/A 17.7% 14.0% 41.4% -3.6%
  Dreyfus International Bond A DIBAX N/A N/A 13.7% 21.1% 0.2%
  Franklin Gold and Precious Metals C FRGOX N/A 21.1% 13.5% 76.3% -0.5%
  Van Eck Intl Investors Gold C IIGCX N/A 22.8% 13.5% 64.5% 0.2%
  Direxion Mthly 10 Year Note Bull 2X DXKLX N/A 7.2% 13.4% -11.3% -2.9%
  Evergreen Precious Metals I EKWYX N/A 21.2% 13.1% 51.1% -3.3%
               
   Top Rated Funds            
    Symbol   5 Yr 3 Yr 1 yr 3 mos
               
  USAA Precious Metals and Minerals USAGX N/A 25.3% 16.6% 69.3% N/A
  Franklin Gold and Precious Metals Adv FGADX N/A 22.3% 14.7% 78.1% N/A
  Franklin Gold and Precious Metals A FKRCX N/A 22.0% 14.4% 77.7% N/A
  Van Eck Intl Investors Gold A INIVX N/A 23.6% 14.3% 65.8% N/A
  First Eagle Gold A SGGDX N/A 17.7% 14.0% 41.4% N/A
  Dreyfus International Bond A DIBAX N/A N/A 13.7% 21.1% N/A
  Franklin Gold and Precious Metals C FRGOX N/A 21.1% 13.5% 76.3% N/A
  Van Eck Intl Investors Gold C IIGCX N/A 22.8% 13.5% 64.5% N/A
  Direxion Mthly 10 Year Note Bull 2X DXKLX N/A 7.2% 13.4% -11.3% N/A
  Evergreen Precious Metals I EKWYX N/A 21.2% 13.1% 51.1% N/A
               
   Largest Funds by            
   Assets Managed Symbol   5 Yr 3 Yr 1 yr 3 mos
               
  American Funds Growth Fund of Amer A AGTHX N/A 3.1% -4.0% 39.9% N/A
  American Funds Capital Inc Bldr A CAIBX N/A 3.8% -2.6% 27.0% N/A
  Vanguard Total Stock Mkt Idx VTSMX N/A 1.4% -5.8% 37.8% N/A
  Fidelity Contrafund FCNTX N/A 4.7% -2.2% 34.7% N/A
  American Funds Capital World G/I A CWGIX N/A 6.0% -2.6% 42.6% N/A
  American Funds Inc Fund of Amer A AMECX N/A 3.0% -3.1% 31.4% N/A
  American Funds Invmt Co of Amer A AIVSX N/A 1.9% -4.8% 33.2% N/A
  Vanguard 500 Index Investor VFINX N/A 0.7% -6.4% 35.1% N/A
  American Funds EuroPacific Gr A AEPGX N/A 7.7% -1.7% 48.9% N/A
  Dodge & Cox Stock DODGX N/A -0.1% -9.7% 43.2% 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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