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No. of Recommendations: 0
I ran a scan on Morningstar's Premier Funds list (89 stocks). At the bottom are the 3 and 5 year averages. This is supposed to be the cream of the crop in some circles. I may be missing something but I don't see TMF fund beating these results.
Fund Name Category ******************** 3yr return 5yr return Exp Ratio
American Century Tax-Free Bond Inv Muni National Interm 4.07 3.69 0.49
Artisan International Inv Foreign Large Growth -6.8908 2.94 1.22
Artisan Mid Cap Value Mid-Cap Value -3.1891 4.43 1.21
Baron Asset Mid-Cap Growth -8.7861 0.9096 1.33
Baron Small Cap Small Growth -6.9911 0.1465 1.32
Berwyn Small Value -9.2807 -1.3346 1.33
Berwyn Income Conservative Allocation 5.06 5.2 0.76
Buffalo Mid Cap Mid-Cap Growth -4.5647 0.7154 1.01
Cohen & Steers Realty Shares Real Estate -17.0906 -0.6734 1
Delafield Mid-Cap Value -4.8226 1.69 1.49
Dodge & Cox Income Intermediate-Term Bond 5.77 4.64 0.43
Dodge & Cox International Stock Foreign Large Value -7.3368 4.46 0.64
Dodge & Cox Stock Large Value -12.7405 -2.8241 0.52
FAM Value Inv Mid-Cap Blend -7.4977 -1.7349 1.4
Fidelity Capital & Income High Yield Bond 0.5859 4.41 0.75
Fidelity Intermediate Municipal Income Muni National Interm 4.32 3.99 0.42
Fidelity Latin America Latin America Stock 5.1 23.6 1.02
Fidelity Municipal Income Muni National Long 3.1 3.76 0.47
Fidelity Select Energy Natural Res -8.6402 9.39 0.83
Fidelity Short-Intermediate Muni Income Muni National Short 4.42 3.39 0.49
Fidelity Short-Term Bond Short-Term Bond 1.42 1.88 0.45
Fidelity Spartan Total Market Index Inv Large Blend -8.1672 -1.6416 0.1
Forward International Small Co Inv Foreign Small/Mid Growth -10.9443 2.96 1.65
Forward Small Cap Equity Small Growth -11.1358 -2.1147 1.65
Harbor Bond Instl Intermediate-Term Bond 7.88 6.05 0.6
Harbor International Growth Inv Foreign Large Growth -6.7445 2.78 1.27
Harding Loevner Emerging Markets Diversified Emerging Mkts 1.21 13.94 1.61
Janus Short-Term Bond Short-Term Bond 5.69 4.25 0.65
Jensen J Large Growth -3.572 -1.8404 0.85
Mairs & Power Balanced Inv Moderate Allocation -3.2282 1.11 0.8
Marsico Focus Large Growth -8.4373 -1.1287 1.22
Matthews Asian Growth & Income Pacific/Asia ex-Japan Stk 4.26 10.43 1.16
Matthews Japan Japan Stock -14.7765 -6.6289 1.23
Matthews Pacific Tiger Pacific/Asia ex-Japan Stk 6.6 13.87 1.12
Metropolitan West Total Return Bond M Intermediate-Term Bond 5.47 5 0.65
Neuberger Berman Mid Cap Growth Inv Mid-Cap Growth -6.2695 1.6 1.03
Neuberger Berman Socially Resp Inv Large Blend -6.8789 -0.426 0.9
Northern Small Cap Value Small Value -10.4778 -0.6764 1
Oakmark Global I World Stock -5.3965 2.54 1.16
Oakmark International I Foreign Large Value -6.5451 3.58 1.1
Oakmark International Small Cap I Foreign Small/Mid Value -8.7222 3.82 1.41
Perkins Mid Cap Value Investor Mid-Cap Value -2.2719 3.17 1.07
PIMCO Commodity Real Ret Strat D Natural Res -8.2503 -0.3026 1.24
PIMCO High Yield D High Yield Bond -0.3186 2.77 0.9
Royce Micro-Cap Invt Small Blend -5.6486 2.64 1.69
Royce Total Return Invt Small Value -7.5618 -0.0618 1.19
Selected American Shares S Large Blend -9.2704 -1.8494 0.92
Sound Shore Large Value -6.7343 -0.6922 0.92
SSgA Emerging Markets Diversified Emerging Mkts -0.7202 13.25 1.26
T. Rowe Price Blue Chip Growth Large Growth -5.7013 -1.3972 0.8
T. Rowe Price Capital Appreciation Moderate Allocation -1.1584 3.13 0.74
T. Rowe Price Corporate Income Long-Term Bond 3.24 3.39 0.75
T. Rowe Price Emerging Markets Stock Diversified Emerging Mkts 0.5714 13.07 1.24
T. Rowe Price European Stock Europe Stock -5.0342 3.16 1.01
T. Rowe Price High-Yield High Yield Bond 1.59 3.82 0.76
T. Rowe Price International Discovery Foreign Small/Mid Growth -5.0308 6.37 1.24
T. Rowe Price Japan Japan Stock -15.2024 -4.2677 1.07
T. Rowe Price Latin America Latin America Stock 8.05 26.78 1.22
T. Rowe Price New Asia Pacific/Asia ex-Japan Stk 9.94 16.57 0.96
T. Rowe Price New Era Natural Res -5.2162 8.53 0.66
T. Rowe Price Personal Strat Income Conservative Allocation 0.4068 3.03 0.66
T. Rowe Price Real Estate Real Estate -19.1339 -2.3438 0.75
T. Rowe Price Short-Term Bond Short-Term Bond 5.14 3.93 0.55
T. Rowe Price Value Large Value -8.8426 -1.3816 0.9
Third Avenue International Value Foreign Small/Mid Value -7.1878 4.02 1.48
Third Avenue Real Estate Value Global Real Estate -12.2112 0.0992 1.12
Turner Midcap Growth Investor Mid-Cap Growth -9.5956 -1.4351 1.18
UMB Scout International Foreign Large Blend -3.6524 5.16 0.96
USAA International Foreign Large Growth -5.7026 3.54 1.14
USAA Tax Exempt Long-Term Muni National Long 1.11 2.6 0.48
USAA Tax Exempt Short-Term Muni National Short 3.64 3.09 0.55
Vanguard Emerging Mkts Stock Idx Diversified Emerging Mkts 2.36 14.02 0.39
Vanguard European Stock Index Europe Stock -8.0678 2.47 0.29
Vanguard High-Yield Tax-Exempt Muni National Interm 1.86 3.11 0.2
Vanguard International Value Foreign Large Value -6.445 4.28 0.47
Vanguard LifeStrategy Income Conservative Allocation 1.89 2.94 0.22
Vanguard LifeStrategy Moderate Growth Moderate Allocation -3.2784 1.15 0.22
Vanguard Long-Term Investment-Grade Long-Term Bond 4.84 4.61 0.28
Vanguard Long-Term Tax-Exempt Muni National Long 3.19 3.59 0.2
Vanguard Ltd-Term Tax-Ex Muni National Short 4.19 3.28 0.2
Vanguard Mid Capitalization Index Mid-Cap Blend -10.0923 -0.3286 0.27
Vanguard Short-Term Bond Index Short-Term Bond 6.06 4.36 0.22
Vanguard Short-Term Investment-Grade Short-Term Bond 4.16 3.58 0.26
Vanguard Small Cap Growth Index Small Growth -7.5088 -0.3302 0.28
Vanguard Small Cap Index Small Blend -9.1026 -0.8124 0.28
Vanguard Tax-Managed Intl Foreign Large Blend -7.5667 2.55 0.2
Vanguard Tax-Managed Small Cap Inv Small Blend -9.3532 -0.7904 0.19
Vanguard Total Bond Market Index Intermediate-Term Bond 6.48 4.97 0.22
Westport R Mid-Cap Blend -2.2199 3.89 1.37
AVERAGE -3.19 3.43 0.84
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