1997(left) and 2000 (right) Dalbar Rankings
The Professionals` Pick
Mutual Fund Companies Overall Opinions
of 1,100 Registered Investment Advisors

1997 Rankings
 
2000 Rankings

Company

Rating
(max = 4.0)

 
Company
Rating
(max = 4.0)

Dimensional Fund Advisors

3.86

 

Dimensional Fund Advisors

3.81

The Vanguard Group

3.82

 

Janus Funds

3.76

Oakmark Funds

3.79

 

PIMCO

3.71

T. Rowe Price

3.79

 

American Skandia

3.70

American Funds

3.79

 

INVESCO

3.67

Janus Funds

3.72

 

Oppenheimer Funds

3.66

MFS Funds

3.62

 

Vanguard

3.66

SEI Financial

3.61

 

American Funds

3.65

PIMCO Advisors

3.60

 

AIM

3.63

Franklin/Templeton Funds

3.58

 

MFS Funds

3.62

Strong Funds

3.48

 

Sunamerica

3.57

Putnam Investments

3.42

 

BenchMark

3.51

Fidelity Investments

3.33

 

Schwab

3.50

Dalbar Research surveyed 1,100 investment advisors and they rated DFA, Dimensional Fund Advisors as the best overall mutual fund company. However these mutual funds are not available to individual investors. DFA board members and consultants include some of the world’s most distinguished academic theorists: Eugene Fama, Kenneth French, Roger Ibbotson, Donald Keim, and Nobel laureate Myron Scholes.
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