Business Week, January 22, 2007, pages 86-90, “Meet the Funds That Perform”

Business Week, January 23, 2006, page 81, “The Easy Way to Find the Best”

Wall Street Journal, November 7, 2005, page R6, “Category Kings in 14 Realms”

Morningstar.com, September 13, 2004, “Stock Picks from Nine Great Managers”

Morningstar.com, August 4, 2004, “Making Sense of Momentum Funds”

Forbes, February 2, 2004, “Readers Say”

Forbes, January 12, 2004, “The Informer”

Money, November, 2003, “Funds You Can Trust”

Pensions & Investments, October 27, 2003, “Up-and-Coming Managers”

Wall Street Journal, September 5, 2003, page C1, “With Mutual Funds, Is the Investor No. 1?”

Morningstar, July 24, 2003, “Closed Funds Worth Waiting For”

Pensions & Investments, February 17, 2003, “Special Report - PIPER”

Boston Business Journal, January 17-23, 2003, “Bigger Isn’t Always Better - At Least As Fund Firms Go”

Morningstar, August 8, 2002, “Managers’ New Funds Go Toe-to-Toe with Their Old”

Morningstar, June 12, 2002, “Bogle Small Cap Growth: Morningstar’s Take”

Bloomberg Finance, May 2002, page 21, “Is It Time For a Filter Change?”

Barron’s, April 8, 2002, page T1, “Quants Live! The Revenge of the Big Brains”

Money, April, 2002, page 40A, “Desperately Seeking Small-Caps”

InvestmentNews, March 18, 2002, page 6, “Bogle Jr. Closes Sole Fund to New Investors”

Morningstar, March 1, 2002, “Fund Times: Openings, Closings & Manager Changes”

TheStreet.com, February 19, 2002, “Dear Dagen: Hunting the Undiscovered Small-Cap”

Morningstar, January 8, 2002, “Three Excellent Funds Likely to Close Soon”

Wall Street Journal, December 3, 2001, page C1, “Deja Vu, Two: How Long Will This Rally Last?”

Bloomberg News, October 23, 2001, “Analysts’ Accuracy, Company Releases Rise Under Disclosure Rule”

Money Magazine, Fall 2001, pages 82-97, “Money 100 - Small Cap Funds”

Kiplinger’s Retirement Planning, Fall 2001, pages 30-31, “A Plan for Every Decade”

Morningstar.com, July 30, 2001, “Great High-Minimum Funds”

Forbes.com, May 27, 2001, “Doin’ the Russell Reshuffle”

Money Central Investor, April 13, 2001, “Five New Rules for a Changed Market”

Bloomberg Personal Finance, April 2001, page 22-23, “Gotta Run Now: Sticking With a Departing Fund Manager Is Not Always the Best Course”

Morningstar.com, March 12, 2001, “Good Funds for IRAs and 401(k)s”

Forbes.com, February 2, 2001, “1999’s Fallen Angels Amplify January Effect”

Wall Street Journal, January 29, 2001, page C1, “January Heat Wave Thaws Out a Cold Market”

Morningstar.com, January 22, 2001, “Bogle Small Cap Growth Fund Continues to Impress”

Money Magazine, February 2001, “10 Best Mutual Funds for 2001”

Family Money, January/February 2001, “Hot Young Funds”

Investment Advisor, January 2001, “Open-End Funds”

Financial Advisor, January 2001, “Making His Own Mark”

MaxFunds.com, January 15, 2001, “Bogle-liscious”

Red Herring, December 18, 2000, “Guide to Tech Investing: Value”

Daily Record, November 7, 2000, “This Tiny Fund Shows Big Returns”

Morningstar, November 2000, “Quality Earnings Produce Quality Returns for Bogle, Jr.”

No-Load Fund Analyst, October, 2000, pages 21-23 “Newer and Noteworthy”

San Jose Mercury News, September 30, 2000, “Potholes Ahead for Stocks”

Investment News, September 25, 2000, page 3, “All in the Family: Bogle Jr. Performs”

Wall Street Journal, September 13, 2000, Texas Regional Supplement, “Heard In Texas: Active Power’s Surge Since IPO Raises Question: Can Sizzle Last?”

Business Week, September 4, 2000, page 134, “Is Your Fund Too Fat?”

Wall Street Journal, August 14, 2000, page C2, “Extreme Rounding”

Wall Street Journal, August 7, 2000, page R12, “Category Kings in Eight Realms”

Time Magazine, August 7, 2000 page 93, “Amateur Hour”

Wall Street Journal, August 2, 2000, Texas Regional Supplement, “Heard in Texas: Biotech Soars as Web Craze Fades, Giving Texas IPO Lexicon a Boost”

Wall Street Journal, July 21, 2000, page C1, “How ’Round-Ups’ Can Give Stocks a Hard Ride”

Wall Street Journal, April 20, 2000, page C1, “Sunny Profits: Why Firms Are Delivering“

Wall Street Journal, February 17, 2000, page C1, “If Concept Stocks Are Stuff Dreams Are Made On, Does a Rude Awakening Loom?”

Pensions & Investments, January, 2000, page 18, “Managers Wanted to Do it Their Own Way”

Investment Management Weekly, January 10, 2000, page 3-4, “Dallas Corp Hires for Emerging Manager Program”

Wall Street Journal, January 10, 2000, page R1, “Facing the Future of Funds”

Money Magazine, January, 2000, page 52, “Notable Openings”

USA Today, December 16, 1999, Page 8E, “Volatility Works for Technology Funds”

Money Central Investor, December 15, 1999, “Eight Ways to Tell What Earnings Revisions Really Mean”

Money Central Investor, December 1, 1999, “Track the ’Numbers Bumps’ for Stock Jumps”

Smart Money, December, 1999, page 187-188, “The Daddy Track”

Morningstar.com, November 26, 1999, “Expert Q & A”

Morningstar.com, November 12, 1999, “Rookie Fund: Bogle Small Cap Growth Fund”

Quicken.com, November 4, 1999, “My Favorite Stock, A Fund Pro’s Best Bet”

CNBC.com, November 4, 1999, “Bogle Jr. Starts Small-Cap Growth Fund”

No-Load Investor, November 1999, page 20, “Bogle Small Cap Growth Fund”

Institutional Investor, November, 1999, page 16, “A Bogle Bonanza”

Mutual Funds Magazine, November, 1999, page 27, “Getting in on the Ground Floor... Bogle’s Son Returns”

Morningstar News, October 22, 1999, “A Nimbler, Pricier Fund from Bogle Jr.“ (Bloomberg.com)

Boston Globe, October 18, 1999, page C10, “Bogle Jr. is Back in Business With Small-Cap Growth Fund”

Investment News, October 18, 1999, page 3, “Younger Bogle Aims to Turn Infant Fund into Toddler”

Wall Street Journal, October 8, 1999, page C19, “A Bogle Resurfaces”

Boston Business Journal, October 1-7, 1999, page 29, “Veteran Money Manager Takes Entrepreneurial Route”

Business Week, October 4, 1999, page 244, “A Fund Company of His Very Own“

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