Expected Returns, August 2005 -- Manifest Investing

How can we make the best decision unless we're vigilant for the best candidates to choose from.

How can we make the best decision unless we're vigilant for the best candidates to choose from.

Strayer Education pursues a pattern of monotonous excellence, sticking to a plan and generating results for stakeholders.

Thompson Plumb Growth is among a group of long-term performance leaders featured this month.

In a departure from our regular monthly reporting format, the mutual fund manifest is ranked by long-time performance.

The technology and consumer discretionary sectors each lead the way this month.

The model portfolio gained 5.5% during July 2005 and is up 25.7% over the trailing 52 weeks vs. 17.1% for the Wilshire 5000.

Quality Legend:
Blue	Excellent with quality greater than 80.
Green	Good with quality between 60 and 80.
Neutral	Average or below average with quality between 20 and 60.
Red	Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green	PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow	PAR is above the target range of MIPAR +10%, currently 10.1%
PAR	Projected Annual Return
MIPAR	The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
*	Not covered by Value Line Standard Edition.
b	Uses price-to-book value for valuation purposes.
P/CF	Uses price-to-cash flow for valuation.