The following excerpts are taken from the FundAlarm discussion, "Deciding to Sell a Mutual Fund":
| The table below lists all of this month's 3-ALARM funds, in alphabetical order. (By definition, a 3-ALARM fund has underperformed its respective benchmark for the past 12 months, three years, and five years.) The second column indicates each fund's risk rating, as assigned by FundAlarm. The following excerpts are taken from the FundAlarm discussion, "Deciding to Sell a Mutual Fund": |
| 3-ALARM Fund | Risk -2, -1, +1, +2 Best --> Worst |
|---|---|
| Aberdeen Small Cap C (GSXCX) | +2 |
| Aberdeen Tech & Comm A (GAGTX) | NA |
| Accessor Agg Growth Alloc Instl (AAGRX) | +2 |
| Accessor Small to Mid Cap Instl (ASMCX) | +2 |
| Accessor Small to Mid Cap Inv (ACSIX) | +2 |
| Accessor Value Instl (AVAIX) | +2 |
| Activa Value A (AMWYX) | +1 |
| Adams Harkness Small Cap Growth (ASCGX) | +1 |
| Adelante U.S. Real Est K (LLUKX) | NA |
| AFBA 5Star Large Cap Growth I (AFGLX) | +2 |
| AFBA 5Star Science & Tech C (AFCTX) | NA |
| AFBA 5Star Small Cap I (AFCIX) | +1 |
| AHA Balanced I (AHBPX) | +1 |
| AHA Socially Responsible Equity N (AHRAX) | +2 |
| AIM Capital Development A (ACDAX) | +2 |
| AIM Capital Development B (ACDBX) | +2 |
| AIM Capital Development Inv (ACDIX) | +2 |
| AIM Constellation A (CSTGX) | +2 |
| AIM Constellation B (CSTBX) | +2 |
| AIM Constellation C (CSTCX) | +2 |
| AIM Constellation I (CSITX) | +1 |
| AIM Dynamics A (IDYAX) | +2 |
| AIM Dynamics Inv (FIDYX) | +2 |
| AIM Global Core Equity B (AWSBX) | -1 |
| AIM Global Equity A (GTNDX) | -1 |
| AIM Select Equity A (AGWFX) | +2 |
| AIM Select Equity B (AGWBX) | +2 |
| AIM Select Equity C (AGWCX) | +2 |
| AIM Small Cap Equity A (SMEAX) | -2 |
| AIM Small Cap Equity B (SMEBX) | -1 |
| AIM Small Cap Growth A (GTSAX) | +1 |
| AIM Small Cap Growth B (GTSBX) | +1 |
| AIM Small Cap Growth C (GTSDX) | +1 |
| AIM Small Cap Growth Inv (GTSIX) | +1 |
| AIM Technology A (ITYAX) | NA |
| AIM Technology B (ITYBX) | NA |
| AIM Technology C (ITHCX) | NA |
| AIM Technology Instl (FTPIX) | NA |
| AIM Technology Inv (FTCHX) | NA |
| Al Frank Dividend Value Fund (VALDX) | +2 |
| Al Frank Fund (VALUX) | +2 |
| Allegiant Large Cap Growth A (AEQRX) | +1 |
| Allegiant Large Cap Growth I (AEQIX) | +1 |
| Allegiant Multi-Factor Sm Cap Value A (AMRRX) | +2 |
| Allegiant Multi-Factor Sm Cap Value I (AMRIX) | +1 |
| Allegiant S&P 500 Index I (AQDIX) | +1 |
| AllianceBernstein Balanced A (CABNX) | +2 |
| AllianceBernstein Balanced B (CABBX) | +2 |
| AllianceBernstein Balanced C (CBACX) | +2 |
| AllianceBernstein Focused Growth & Income A (ADGAX) | +1 |
| AllianceBernstein Focused Growth & Income B (ADGBX) | +1 |
| AllianceBernstein Global Growth Adv (ABZYX) | +2 |
| AllianceBernstein Global Real Estate Investment B (AREBX) | NA |
| AllianceBernstein Global Real Estate Investment C (ARECX) | NA |
| AllianceBernstein Growth & Income A (CABDX) | +2 |
| AllianceBernstein Growth & Income Adv (CBBYX) | +2 |
| AllianceBernstein Growth & Income B (CBBDX) | +2 |
| AllianceBernstein Growth & Income C (CBBCX) | +2 |
| AllianceBernstein Growth A (AGRFX) | +1 |
| AllianceBernstein Growth B (AGBBX) | +1 |
| AllianceBernstein Growth C (AGRCX) | +1 |
| AllianceBernstein Small Cap Growth A (QUASX) | +1 |
| AllianceBernstein Small Cap Growth B (QUABX) | +1 |
| AllianceBernstein Small Cap Growth C (QUACX) | +1 |
| AllianceBernstein Small-Mid Cap Growth B (CHCBX) | +2 |
| AllianceBernstein Small-Mid Cap Growth C (CHCCX) | +2 |
| AllianceBernstein Tax Managed Bal Wealth St A (AGIAX) | -1 |
| AllianceBernstein Utility Income B (AUIBX) | NA |
| AllianceBernstein Utility Income C (AUICX) | NA |
| AllianceBernstein Value C (ABVCX) | +2 |
| Allianz CCM Capital Apprec A (PCFAX) | +1 |
| Allianz CCM Capital Apprec Admin (PICAX) | +1 |
| Allianz CCM Capital Apprec B (PFCBX) | +1 |
| Allianz CCM Capital Apprec C (PFCCX) | +1 |
| Allianz CCM Capital Apprec Instl (PAPIX) | +1 |
| Allianz CCM Emerg Co Instl (PMCIX) | +1 |
| Allianz CCM Mid Cap A (PFMAX) | +1 |
| Allianz CCM Mid Cap Admin (PMCGX) | +1 |
| Allianz CCM Mid Cap C (PFMCX) | +1 |
| Allianz CCM Mid Cap Instl (PMGIX) | +1 |
| Allianz NACM Global D (NGBDX) | -1 |
| Allianz NFJ Dividend Value B (PNEBX) | +2 |
| Allianz NFJ Dividend Value C (PNECX) | +2 |
| Allianz NFJ Large Cap Value A (PNBAX) | +2 |
| Allianz NFJ Large Cap Value Instl (ANVIX) | +2 |
| Allianz NFJ Renaissance A (PQNAX) | +1 |
| Allianz NFJ Renaissance Admin (PRAAX) | +1 |
| Allianz NFJ Renaissance B (PQNBX) | +1 |
| Allianz NFJ Renaissance C (PQNCX) | +1 |
| Allianz NFJ Renaissance D (PREDX) | +1 |
| Allianz NFJ Renaissance Instl (PRNIX) | +1 |
| Allianz RCM Tech C (RCGTX) | NA |
| Alpine Dynamic Dividend (ADVDX) | +2 |
| American Beacon S&P 500 Index Inv (AAFPX) | +1 |
| American Century Balanced Inv (TWBIX) | -1 |
| American Century Capital Value Inv (ACTIX) | +2 |
| American Century Equity Growth A (BEQAX) | +1 |
| American Century Equity Growth Inv (BEQGX) | +1 |
| American Century Equity Index Instl (ACQIX) | +1 |
| American Century Equity Index Inv (ACIVX) | +1 |
| American Century Global Gold A (ACGGX) | NA |
| American Century Global Gold Inv (BGEIX) | NA |
| American Century Inc & Growth A (AMADX) | +2 |
| American Century Inc & Growth C (ACGCX) | +2 |
| American Century Inc & Growth Instl (AMGIX) | +1 |
| American Century Inc & Growth Inv (BIGRX) | +1 |
| American Century Large Co Value A (ALPAX) | +2 |
| American Century Large Co Value Inv (ALVIX) | +2 |
| American Century New Opps Investor (TWNOX) | -1 |
| American Century Real Est A (AREEX) | NA |
| American Century Real Est Instl (REAIX) | NA |
| American Century Real Est Inv (REACX) | NA |
| American Century Small Cap Growth Investor (ANOIX) | -1 |
| American Century Small Co Adv (ASQAX) | +2 |
| American Century Small Co Inst (ASCQX) | +2 |
| American Century Small Co Inv (ASQIX) | +2 |
| American Century Str Alloc:Mod C (ASTCX) | +1 |
| American Century Utilities Inv (BULIX) | NA |
| American Century Veedot Inv (AMVIX) | +2 |
| American Century Vista Adv (TWVAX) | +2 |
| American Century Vista Inv (TWCVX) | +2 |
| American Funds Washington 529A (CWMAX) | -1 |
| American Funds Washington 529B (CWMBX) | -1 |
| American Funds Washington A (AWSHX) | -1 |
| American Funds Washington B (WSHBX) | -1 |
| American Funds Washington C (WSHCX) | -1 |
| American Funds Washington F-1 (WSHFX) | -1 |
| American Funds Washington R3 (RWMCX) | -1 |
| American Funds Washington R4 (RWMEX) | -1 |
| Aquila Rocky Mountain A (ROCAX) | +2 |
| Aquila Rocky Mountain Y (ROCYX) | +2 |
| AssetMark Intl Equity (AFIEX) | +2 |
| AssetMark Real Estate Securs (AFREX) | NA |
| AssetMark Small/Mid Cap Growth (AFSGX) | +2 |
| AssetMark Small/Mid Cap Value (AFSVX) | +2 |
| Aston/Veredus Aggressive Growth N (VERDX) | +2 |
| Baron Asset (BARAX) | +1 |
| Baron Growth (BGRFX) | +1 |
| Baron Growth Instl (BGRIX) | +1 |
| Baron Partners (BPTRX) | +2 |
| Baron Small Cap (BSCFX) | +1 |
| Barrett Opportunity (SAOPX) | +2 |
| BB&T International Equity I (BBTIX) | +2 |
| BB&T Select Equity I (BBISX) | +2 |
| Bernstein Tax-Managed Intl (SNIVX) | +2 |
| BlackRock Aurora Inv A (SSRAX) | +2 |
| BlackRock Aurora Inv B (SSRPX) | +2 |
| BlackRock Aurora Inv C (SSRDX) | +2 |
| BlackRock Balanced Cap A (MDCPX) | +1 |
| BlackRock Balanced Cap B (MBCPX) | +2 |
| BlackRock Balanced Cap C (MCCPX) | +2 |
| BlackRock Balanced Cap I (MACPX) | +1 |
| BlackRock Index Equity Inv A (CIEAX) | +1 |
| BlackRock Index Equity Inv B (CIEBX) | +1 |
| BlackRock Index Equity Inv C (CIECX) | +1 |
| BlackRock Index Equity Svc (PNESX) | +1 |
| BlackRock Intl Value Inv B (MBIVX) | +1 |
| BlackRock Intl Value Inv C (MCIVX) | +1 |
| BlackRock Large Cap Core Inv A (MDLRX) | +1 |
| BlackRock Large Cap Core Inv B (MBLRX) | +1 |
| BlackRock Large Cap Core Inv C (MCLRX) | +1 |
| BlackRock Large Cap Val A (MDLVX) | +2 |
| BlackRock Large Cap Val B (MBLVX) | +2 |
| BlackRock Large Cap Val C (MCLVX) | +2 |
| BlackRock Mid Cap Value Opptys A (MDRFX) | +1 |
| BlackRock Mid Cap Value Opptys B (MBRFX) | +1 |
| BlackRock Mid Cap Value Opptys C (MCRFX) | +1 |
| BlackRock S&P 500 Index A (MDSRX) | +1 |
| BlackRock S&P 500 Index I (MASRX) | +1 |
| BlackRock Sm Cap Index A (MDSKX) | +1 |
| BlackRock Small Cap Val Svc (PSESX) | +2 |
| BlackRock Small Cap Value Inst (PNSEX) | +1 |
| BlackRock Small Cap Value Inv A (PSEIX) | +2 |
| BlackRock Small Cap Value Inv B (CCVBX) | +2 |
| BlackRock Small/Mid Growth Inst (SSEGX) | +2 |
| BlackRock Small/Mid Growth Inv A (SCGAX) | +2 |
| BlackRock Small/Mid Growth Inv C (SGCDX) | +2 |
| BlackRock Sml Cap Growth C (MCSWX) | -1 |
| BlackRock Utils & Tele B1 (MBGUX) | NA |
| BlackRock Utils & Tele C1 (MCGUX) | NA |
| BlackRock Value Opptys A (MDSPX) | +2 |
| BlackRock Value Opptys B (MBSPX) | +2 |
| BlackRock Value Opptys C (MCSPX) | +2 |
| BlackRock Value Opptys I (MASPX) | +2 |
| BNY Mellon International M (MPITX) | -1 |
| BNY Mellon Mid Cap Stock M (MPMCX) | +1 |
| BNY Mellon Small Cap Stock M (MPSSX) | -1 |
| Brandywine (BRWIX) | +2 |
| Brandywine Blue (BLUEX) | +2 |
| Bridgeway Aggressive Inv 1 (BRAGX) | +2 |
| Bridgeway Aggressive Inv 2 (BRAIX) | +2 |
| Bridgeway Balanced (BRBPX) | -1 |
| Bridgeway Micro-Cap Limited (BRMCX) | +2 |
| Bridgeway Small Cap Growth (BRSGX) | +2 |
| Bridgeway Small Cap Value (BRSVX) | +2 |
| Bridgeway Ultra-Small Co. Market (BRSIX) | +2 |
| California Investment S&P Mid Cap Idx (SPMIX) | +1 |
| California Investment S&P Sm Cap Index (SMCIX) | -1 |
| Calvert Capital Accum A (CCAFX) | -1 |
| Calvert Intl Eq A (CWVGX) | +2 |
| Calvert Intl Eq C (CWVCX) | +2 |
| Calvert Large Cap Growth B (CLGBX) | +2 |
| Calvert New Vision Small Cap A (CNVAX) | -1 |
| Calvert Social Inv Bal A (CSIFX) | +1 |
| Calvert Social Inv Bal B (CSLBX) | +1 |
| Century Small Cap Select Instl (CSMCX) | -1 |
| Century Small Cap Select Inv (CSMVX) | -1 |
| Columbia Acorn B (LACBX) | +1 |
| Columbia Acorn C (LIACX) | +1 |
| Columbia Discovery Value T (GALEX) | +2 |
| Columbia Discovery Value Z (GEVTX) | +2 |
| Columbia Global Value C (NCGLX) | +2 |
| Columbia International Growth Z (UMINX) | +1 |
| Columbia Large Cap Enhanced Core Z (NMIMX) | +1 |
| Columbia Large Cap Index Z (NINDX) | +1 |
| Columbia Large Cap Value A (NVLEX) | +1 |
| Columbia Large Cap Value B (NVLNX) | +1 |
| Columbia Large Cap Value Z (NVLUX) | +1 |
| Columbia Liberty B (CCFBX) | +1 |
| Columbia Marsico Growth B (NGIBX) | +1 |
| Columbia Marsico Growth C (NMICX) | +1 |
| Columbia Mid Cap Core Z (UMVEX) | +2 |
| Columbia Mid Cap Value A (CMUAX) | +1 |
| Columbia Mid Cap Value B (CMUBX) | +2 |
| Columbia Mid Cap Value R (CMVRX) | +2 |
| Columbia Mid Cap Value Z (NAMAX) | +1 |
| Columbia Multi-Advisor Intl Equity A (NIIAX) | +2 |
| Columbia Multi-Advisor Intl Equity B (NIENX) | +2 |
| Columbia Multi-Advisor Intl Equity C (NITRX) | +2 |
| Columbia Select Small Cap Z (UMLCX) | +1 |
| Columbia Small Cap Growth II A (NSCGX) | +1 |
| Columbia Small Cap Growth II C (NCPCX) | +1 |
| Columbia Small Cap Index A (NMSAX) | -1 |
| Columbia Small Cap Index Z (NMSCX) | -1 |
| Columbia Small Cap Value I A (CSMIX) | -1 |
| Columbia Small Cap Value I B (CSSBX) | -1 |
| Columbia Small Cap Value II Z (NSVAX) | -1 |
| Columbia Technology C (CTHCX) | NA |
| Commerce MidCap Growth Instl (CFAGX) | +1 |
| Commerce Value Instl (CFVLX) | +2 |
| Commonwealth Japan (CNJFX) | -2 |
| Concorde Value (CONVX) | +2 |
| Consulting Group Large Cap Val (TLVUX) | +2 |
| Copley (COPLX) | +1 |
| Credit Suisse Commodity Ret Strat Com (CRSOX) | NA |
| Credit Suisse Mid Cap Core Adv (WEGTX) | +1 |
| Credit Suisse Small Cap Core I A (WFAGX) | +1 |
| Credit Suisse Small Cap Core I Comm (CSWCX) | +1 |
| CRM Small Cap Value Instl (CRISX) | -2 |
| CRM Small Cap Value Inv (CRMSX) | -2 |
| Davis Real Estate A (RPFRX) | NA |
| Davis Real Estate B (DREBX) | NA |
| Davis Real Estate C (DRECX) | NA |
| Davis Real Estate Y (DREYX) | NA |
| Delaware American Services A (DASAX) | +2 |
| Delaware American Services B (DAMCX) | +2 |
| Delaware American Services C (DASBX) | +2 |
| Delaware American Services I (DASIX) | +2 |
| Delaware Growth Opporty B (DFBIX) | -1 |
| Delaware Large Cap Value A (DELDX) | +1 |
| Delaware Large Cap Value B (DEIBX) | +1 |
| Delaware Large Cap Value Inst (DEDIX) | +1 |
| Delaware Optimum Intl C (OCIEX) | +1 |
| Delaware Optimum Lg Cap Value C (OCLVX) | +1 |
| Delaware Pooled Large-Cap Value Equity (DPDEX) | +1 |
| Delaware REIT B (DPRBX) | NA |
| Delaware REIT C (DPRCX) | NA |
| Delaware Small Cap Value A (DEVLX) | -1 |
| Delaware Small Cap Value B (DEVBX) | +1 |
| Delaware Small Cap Value C (DEVCX) | +1 |
| DFA Tax-Mgd U.S. Targeted Value (DTMVX) | +2 |
| DFA U.S. Micro Cap I (DFSCX) | +2 |
| Diamond Hill Small Cap C (DHSMX) | -1 |
| Dreyfus Active MicCap A (DNLDX) | +2 |
| Dreyfus Alpha Growth B (BSFBX) | +1 |
| Dreyfus Alpha Growth C (BSFCX) | +1 |
| Dreyfus Basic S&P 500 Stock (DSPIX) | +1 |
| Dreyfus Core Value A (DCVIX) | +1 |
| Dreyfus Discovery A (FDIDX) | -1 |
| Dreyfus Discovery F (FDISX) | -1 |
| Dreyfus Emerging Leaders (DRELX) | +2 |
| Dreyfus Intl Eq A (DIEAX) | +2 |
| Dreyfus LifeTime Growth & Inc Iv (DGIIX) | +1 |
| Dreyfus LifeTime Growth & Inc R (DGIRX) | +1 |
| Dreyfus Mid-Cap Growth F (FRSPX) | +2 |
| Dreyfus S&P 500 Index (PEOPX) | +1 |
| Dreyfus S&P Stars B (BSPBX) | +2 |
| Dreyfus S&P Stars C (BSPCX) | +2 |
| Dreyfus S&P Stars Opp A (DPOAX) | +1 |
| Dreyfus S&P Stars Opp C (BSOCX) | +1 |
| Dreyfus Small Cap Stock Index (DISSX) | -1 |
| Dreyfus Small Cap Value A (DSVAX) | +2 |
| Dreyfus Small Cap Value B (DSVBX) | +2 |
| Dreyfus Small Cap Value I (DSVRX) | +2 |
| Dreyfus Struct Mid Cap A (DPSAX) | +1 |
| Dreyfus Tech Growth A (DTGRX) | NA |
| Dreyfus Tech Growth B (DTGBX) | NA |
| Dreyfus Tech Growth C (DTGCX) | NA |
| Dreyfus Tech Growth I (DGVRX) | NA |
| Dreyfus/The Boston Co Intl Core Equity (SDIEX) | +2 |
| Dreyfus/The Boston Co Small Cap Tax-Sensitive Eq I (SDCEX) | -1 |
| Dryden Asset Allocation Z (PABFX) | +1 |
| Dryden Intl Equity A (PJRAX) | +2 |
| Dryden Large Cap Core Equity A (PTMAX) | +1 |
| Dryden Large Cap Core Equity B (PTMBX) | +1 |
| Dryden Small Cap Core Equity A (PQVAX) | +2 |
| Dryden Small Cap Core Equity C (PQVCX) | +2 |
| Dryden Small Cap Val C (PZVCX) | +1 |
| Dryden Small Cap Value A (PZVAX) | +1 |
| Dryden Stock Index A (PSIAX) | +1 |
| Dryden Stock Index Z (PSIFX) | -1 |
| Dryden Strategic Value C (SUVCX) | +2 |
| DWS Equity 500 Index S (BTIEX) | +1 |
| DWS Gold & Precious Metals A (SGDAX) | NA |
| DWS Gold & Precious Metals B (SGDBX) | NA |
| DWS Gold & Precious Metals C (SGDCX) | NA |
| DWS Gold & Precious Metals S (SCGDX) | NA |
| DWS Health Care B (SUHBX) | NA |
| DWS Health Care C (SUHCX) | NA |
| DWS LifeCompass Retirement A (SUCAX) | -1 |
| DWS Mid Cap Gorwth Instl (BTEAX) | +2 |
| DWS Mid Cap Growth A (SMCAX) | +2 |
| DWS Mid Cap Growth B (SMCBX) | +2 |
| DWS Mid Cap Growth C (SMCCX) | +2 |
| DWS Mid Cap Growth S (SMCSX) | +2 |
| DWS S&P 500 Index S (SCPIX) | +1 |
| DWS Small Cap Core S (SSLCX) | +2 |
| DWS Small Cap Growth A (SSDAX) | +2 |
| DWS Technology A (KTCAX) | NA |
| DWS Technology B (KTCBX) | NA |
| DWS Technology C (KTCCX) | NA |
| DWS Technology S (KTCSX) | NA |
| Eagle International Equity A (HEIAX) | +1 |
| Eagle International Equity C (HEICX) | +1 |
| Eagle Mid Cap Stock A (HMCAX) | -1 |
| Eagle Mid Cap Stock C (HMCCX) | -1 |
| Eaton Vance Tax-Managed Intl Equity B (EMIGX) | +2 |
| Electric City Value (ECVFX) | +1 |
| Elfun Diversified (ELDFX) | +1 |
| Essex Sm/Micro Cap Growth A (MBRSX) | +2 |
| Evergreen Equity Index A (ESINX) | +1 |
| Evergreen Equity Index B (ESIOX) | +1 |
| Evergreen Global Large Cap Equity A (EAGLX) | -1 |
| Evergreen Global Large Cap Equity B (EBGLX) | -1 |
| Evergreen Growth C (EGRTX) | -1 |
| Evergreen Health Care A (EHABX) | NA |
| Evergreen Health Care B (EHCBX) | NA |
| Evergreen Health Care C (EHCCX) | NA |
| Evergreen Health Care I (EHCYX) | NA |
| Evergreen Intl Equity B (EKZBX) | +1 |
| Evergreen Intl Equity C (EKZCX) | +1 |
| Evergreen Intl Equity I (EKZYX) | -1 |
| Evergreen Intl Growth A (EKZAX) | -1 |
| Evergreen Mid Cap Growth A (EKAAX) | +2 |
| Evergreen Mid Cap Growth B (EKABX) | +2 |
| Evergreen Small Cap Value A (ESKAX) | +2 |
| Evergreen Small Cap Value I (ESKIX) | +2 |
| Evergreen Special Value A (ESPAX) | +1 |
| Evergreen Special Value C (ESPCX) | +1 |
| FAM Equity-Income Inv (FAMEX) | -1 |
| FAM Value Inv (FAMVX) | -2 |
| Federated Equity-Income B (LEIBX) | -1 |
| Federated Kaufmann A (KAUAX) | -1 |
| Federated Kaufmann B (KAUBX) | -1 |
| Federated Kaufmann C (KAUCX) | -1 |
| Federated Kaufmann K (KAUFX) | -1 |
| Federated Max-Cap Index Instl (FISPX) | +1 |
| Federated Max-Cap Index Instl Svc (FMXSX) | +1 |
| Federated Mid Cap Growth Strat B (FGSBX) | +2 |
| Federated Mid Cap Growth Strat C (FGSCX) | +2 |
| Federated Muni and Stock Advantage A (FMUAX) | -1 |
| Federated Stock & Bond A (FSTBX) | +1 |
| Fidelity Adv Biotech B (FBTBX) | NA |
| Fidelity Adv Biotech C (FBTCX) | NA |
| Fidelity Adv Biotech T (FBTTX) | NA |
| Fidelity Adv Capital Development O (FDETX) | +1 |
| Fidelity Adv Destiny II A (FDTTX) | +2 |
| Fidelity Adv Div Intl A (FDVAX) | +1 |
| Fidelity Adv Div Intl B (FDIBX) | +1 |
| Fidelity Adv Div Intl C (FADCX) | +1 |
| Fidelity Adv Div Intl I (FDVIX) | +1 |
| Fidelity Adv Div Intl T (FADIX) | +1 |
| Fidelity Adv Energy A (FANAX) | NA |
| Fidelity Adv Energy B (FANRX) | NA |
| Fidelity Adv Energy C (FNRCX) | NA |
| Fidelity Adv Energy T (FAGNX) | NA |
| Fidelity Adv Equity Growth A (EPGAX) | +1 |
| Fidelity Adv Equity Growth B (EPGBX) | +2 |
| Fidelity Adv Equity Growth C (EPGCX) | +2 |
| Fidelity Adv Equity Growth T (FAEGX) | +1 |
| Fidelity Adv Growth & Inc A (FGIRX) | +1 |
| Fidelity Adv Growth & Inc B (FGISX) | +1 |
| Fidelity Adv Growth & Inc T (FGITX) | +1 |
| Fidelity Adv Japan C (FAJCX) | +2 |
| Fidelity Adv Overseas A (FAOAX) | -1 |
| Fidelity Adv Overseas B (FAOBX) | +1 |
| Fidelity Adv Overseas T (FAERX) | -1 |
| Fidelity Adv Utilities A (FUGAX) | NA |
| Fidelity Adv Utilities B (FAUBX) | NA |
| Fidelity Adv Utilities C (FUGCX) | NA |
| Fidelity Adv Utilities T (FAUFX) | NA |
| Fidelity Aggressive Growth (FDEGX) | +2 |
| Fidelity Disciplined Equity (FDEQX) | +1 |
| Fidelity International Real Estate (FIREX) | NA |
| Fidelity Japan (FJPNX) | +1 |
| Fidelity Japan Small Co (FJSCX) | +2 |
| Fidelity Large Cap Growth (FSLGX) | +2 |
| Fidelity Large Cap Value (FSLVX) | +2 |
| Fidelity Overseas (FOSFX) | +1 |
| Fidelity Select Energy (FSENX) | NA |
| Fidelity Select Environmental (FSLEX) | -1 |
| Fidelity Select Home Finance (FSVLX) | NA |
| Fidelity Select Transportation (FSRFX) | +1 |
| Fidelity Select Utilities Growth (FSUTX) | NA |
| Fidelity Small Cap Independence (FDSCX) | +2 |
| Fidelity Tax-Managed Stock (FTXMX) | +2 |
| Fidelity Telecom & Utilities (FIUIX) | NA |
| Fifth Third Disc Large Value A (FSSIX) | +1 |
| Fifth Third Equity Index Instl (KNIEX) | -1 |
| Fifth Third Equity Index Tr (KNITX) | +1 |
| Fifth Third Intl Equity A (FSIEX) | +1 |
| Fifth Third Intl Equity Instl (FIEIX) | +1 |
| Fifth Third LifeModel Aggr Inst (LASIX) | +1 |
| Fifth Third LifeModel Moderate A (LMDAX) | +1 |
| Fifth Third Mid Cap Growth A (FSMCX) | +2 |
| Fifth Third Mid Cap Growth Inst (FMCIX) | +2 |
| Fifth Third Small Cap Growth Instl (KNEEX) | +1 |
| Fifth Third Structured Large Cap Plus A (KNVIX) | +2 |
| Fifth Third Structured Large Cap Plus I (KNVEX) | +2 |
| First American Equity Index A (FAEIX) | +1 |
| First American Equity Index B (FAEQX) | +1 |
| First American Equity Index Y (FEIIX) | +1 |
| First American Large Cap Value A (FASKX) | +1 |
| First American Large Cap Value Y (FSKIX) | +1 |
| First American Mid Cap Growth Opptys A (FRSLX) | -1 |
| First American Mid Cap Growth Opptys Y (FISGX) | -1 |
| First American Mid Cap Select A (FATAX) | +1 |
| First American Mid Cap Select B (FITBX) | +1 |
| First American Mid Cap Select C (FTACX) | +1 |
| First American Mid Cap Select Y (FATCX) | -1 |
| First American Mid Cap Value A (FASEX) | +1 |
| First American Mid Cap Value B (FAESX) | +1 |
| First American Mid Cap Value C (FACSX) | +1 |
| First American Small Cap Index A (FMDAX) | +1 |
| First American Small Cap Select A (EMGRX) | -1 |
| First American Small Cap Select C (FHMCX) | +1 |
| First American Small Cap Select R (ASEIX) | +1 |
| First American Small Cap Select Y (ARSTX) | -1 |
| First American Small Cap Value A (FSCAX) | +1 |
| First American Small Cap Value Y (FSCCX) | +1 |
| First Investors Opportunity A (FIUSX) | +1 |
| Firsthand Technology Value (TVFQX) | NA |
| Fort Pitt Capital Total Return (FPCGX) | +1 |
| Forward Banking & Finance A (HSSAX) | NA |
| Forward Growth A (HSPGX) | -1 |
| Forward Growth Instl (FGROX) | -1 |
| Forward Intl Small Co Inv (PISRX) | +2 |
| Forward Real Estate Inv (FFREX) | NA |
| Forward Small Cap Equity (FFSCX) | -1 |
| Fountainhead Special Value (KINGX) | +2 |
| Franklin Balance Sheet Investment A (FRBSX) | +2 |
| Franklin Biotechnology Discovery A (FBDIX) | NA |
| Franklin Mutual Recovery A (FMRAX) | +1 |
| Franklin Real Estate Securities A (FREEX) | NA |
| Franklin Real Estate Securities Adv (FRLAX) | NA |
| Franklin Real Estate Securities C (FRRSX) | NA |
| Franklin Rising Dividends B (FRDBX) | -1 |
| Franklin Rising Dividends C (FRDTX) | -1 |
| Franklin Small Cap Value A (FRVLX) | +1 |
| Franklin Small Cap Value Adv (FVADX) | +1 |
| Franklin Small Cap Value B (FBVAX) | +1 |
| Franklin Small Cap Value C (FRVFX) | +1 |
| Franklin Small Cap Value R (FVFRX) | +1 |
| Franklin Small-Mid Cap Growth A (FRSGX) | -1 |
| Franklin Small-Mid Cap Growth C (FRSIX) | +1 |
| Frontier MicroCap (FEFPX) | +2 |
| FundX Agg Upgrader (HOTFX) | -1 |
| FundX Upgrader (FUNDX) | -1 |
| Gateway A (GATEX) | -1 |
| GE Instl Small-Cap Equity Inv (GSVIX) | -1 |
| GE Small-Cap Equity A (GASCX) | -1 |
| GE Total Return A (GESIX) | +1 |
| Generation Wave Growth (GWGFX) | +1 |
| Glenmede Sm Cap Eq Inst (GTSCX) | -1 |
| GMO Foreign III (GMOFX) | -1 |
| GMO International Core Eq III (GMIEX) | -1 |
| GMO International Intrinsic Value III (GMOIX) | -1 |
| Goldman Sachs Concent Intl Equity A (GSIFX) | +1 |
| Goldman Sachs Concent Intl Equity B (GSEBX) | +1 |
| Goldman Sachs Concent Intl Equity C (GSICX) | +1 |
| Goldman Sachs Concent Intl Equity Svc (GSISX) | +1 |
| Goldman Sachs Equity Growth Strat A (GAPAX) | +1 |
| Goldman Sachs Equity Growth Strat B (GAPBX) | +1 |
| Goldman Sachs Growth & Inc A (GSGRX) | +1 |
| Goldman Sachs Growth & Inc B (GSGBX) | +1 |
| Goldman Sachs Growth & Inc C (GSGCX) | +1 |
| Goldman Sachs Growth Str A (GGSAX) | -1 |
| Goldman Sachs Growth Str B (GGSBX) | -1 |
| Goldman Sachs Growth Str C (GGSCX) | -1 |
| Goldman Sachs Large Cap Value A (GSLAX) | +1 |
| Goldman Sachs Large Cap Value C (GSVCX) | +1 |
| Goldman Sachs Mid Cap Value A (GCMAX) | +1 |
| Goldman Sachs Mid Cap Value C (GCMCX) | +1 |
| Goldman Sachs Mid Cap Value Ins (GSMCX) | +1 |
| Goldman Sachs Mid Cap Value Sv (GSMSX) | +1 |
| Goldman Sachs Real Est A (GREAX) | NA |
| Goldman Sachs Real Est B (GREBX) | NA |
| Goldman Sachs Real Est C (GRECX) | NA |
| Goldman Sachs Real Est Inst (GREIX) | NA |
| Goldman Sachs Real Est Svc (GRESX) | NA |
| Goldman Sachs Sm Cap Value B (GSQBX) | -1 |
| Goldman Sachs Sm Cap Value C (GSSCX) | -1 |
| Goldman Sachs Structured Large Cap Growth A (GLCGX) | +1 |
| Goldman Sachs Structured Large Cap Growth B (GCLCX) | +2 |
| Goldman Sachs Structured Large Cap Growth C (GLCCX) | +2 |
| Goldman Sachs Structured Large Cap Value A (GCVAX) | +2 |
| Goldman Sachs Structured Large Cap Value C (GCVCX) | +2 |
| Goldman Sachs Structured Sm Cap Equity B (GCSBX) | +2 |
| Goldman Sachs Structured Sm Cap Equity I (GCSIX) | +2 |
| Goldman Sachs Structured Tax Mgd Equity B (GCTBX) | +2 |
| Goldman Sachs Structured U.S. Equity A (GSSQX) | +2 |
| Goldman Sachs Structured U.S. Equity B (GSSBX) | +2 |
| Goldman Sachs Structured U.S. Equity C (GSU.S.X) | +2 |
| Green Century Balanced (GCBLX) | +1 |
| Harbor Large Cap Value Instl (HAVLX) | -1 |
| Harbor Large Cap Value Inv (HILVX) | -1 |
| Harbor Small Cap Value Instl (HASCX) | +2 |
| Harbor Small Cap Value Inv (HISVX) | +2 |
| Hartford Disciplined Equity B (HGIBX) | -1 |
| Hartford Global Growth A (HALAX) | +2 |
| Hartford Global Growth C (HGLCX) | +2 |
| Hartford Global Growth HLS IA (HIALX) | +2 |
| Hartford Intl Growth A (HNCAX) | +2 |
| Hartford Intl Grth HLS IA (HNCIX) | +2 |
| Hartford Small Cap Growth A (HSLAX) | +1 |
| Hartford Small Cap Growth C (HSLCX) | +1 |
| Hartford Small Cap Growth L (FACAX) | +1 |
| Heartland Value (HRTVX) | +1 |
| Hennessy Cornerstone Growth (HFCGX) | +2 |
| Hennessy Select SPARX Japan Instl (SPARX) | -1 |
| Hennessy Total Return (HDOGX) | -1 |
| HighMark Cognitive Value M (HCLMX) | -1 |
| HighMark Large Cap Value Fid (HMIEX) | +1 |
| HighMark Large Cap Value Ret C (HIECX) | +1 |
| HighMark NYSE ArcaTech 100 Index A (PPTIX) | NA |
| HighMark NYSE ArcaTech 100 Index B (PSEBX) | NA |
| HighMark NYSE ArcaTech 100 Index C (PTICX) | NA |
| Huntington Rotating Markets A (HRIAX) | -1 |
| ICON Financial (ICFSX) | NA |
| ICON Healthcare (ICHCX) | NA |
| ICON Industrials (ICTRX) | +2 |
| ICON Information Technology (ICTEX) | NA |
| ICON Long Short I (IOLIX) | +2 |
| IMS Capital Value (IMSCX) | +1 |
| IMS Strategic Allocation (IMSAX) | +2 |
| ING Baron Sm Cap Grth I (IBGIX) | +1 |
| ING Foreign A (IAFAX) | +2 |
| ING Global Equity Div A (IAGEX) | -1 |
| ING Global Equity Div C (ICGEX) | -1 |
| ING Index Plus Large Cap A (AELAX) | +1 |
| ING Index Plus Large Cap B (ATLBX) | +1 |
| ING Index Plus Large Cap I (AELIX) | +1 |
| ING Index Plus Large Cap O (IDLOX) | +1 |
| ING Index Plus Mid Cap A (AIMAX) | +1 |
| ING Index Plus Mid Cap B (APMBX) | +1 |
| ING Index Plus Mid Cap C (APMCX) | +1 |
| ING Index Plus Mid Cap I (AIMIX) | +1 |
| ING Index Plus Mid Cap O (IDMOX) | +1 |
| ING Index Plus Small Cap A (AISAX) | +2 |
| ING Index Plus Small Cap B (AISBX) | +2 |
| ING Index Plus Small Cap C (APSCX) | +2 |
| ING Index Plus Small Cap I (AISIX) | +1 |
| ING Index Plus Small Cap O (IDSOX) | +2 |
| ING Intl Value A (NIVAX) | +1 |
| ING Intl Value B (NIVBX) | +1 |
| ING Intl Value C (NIVCX) | +1 |
| ING Intl Value I (NIIVX) | -1 |
| ING Legg Mason Partners Agg Grth I (IMEIX) | +2 |
| ING Strategic Alloc Conservative I (ALEGX) | +1 |
| INTECH Risk-Managed Core J (JRMSX) | +1 |
| IPO Plus Aftermarket (IPOSX) | -1 |
| Ivy European Oppty A (IEOAX) | +2 |
| Ivy European Oppty Adv (IEOVX) | +2 |
| Ivy European Oppty B (IEOBX) | +2 |
| Ivy International Growth B (IVIBX) | -1 |
| Ivy Real Estate Securities A (IRSAX) | NA |
| Ivy Real Estate Securities B (IRSBX) | NA |
| James Equity (JALCX) | +1 |
| James Market Neutral (JAMNX) | +1 |
| James Small Cap (JASCX) | -1 |
| Jamestown Balanced (JAMBX) | -1 |
| Janus Adviser Risk Mgd Growth C (JCGCX) | +1 |
| Jennison Small Comp B (CHNDX) | +1 |
| Jennison Small Comp C (PSCCX) | +1 |
| JPMorgan Diversified Mid Cap Growth B (OGOBX) | +1 |
| JPMorgan Dynamic Small Cap Growth A (VSCOX) | +1 |
| JPMorgan Dynamic Small Cap Growth B (VSCBX) | +1 |
| JPMorgan Dynamic Small Cap Growth C (VSCCX) | +1 |
| JPMorgan Equity Index A (OGEAX) | +1 |
| JPMorgan Equity Index B (OGEIX) | +1 |
| JPMorgan Equity Index C (OEICX) | +1 |
| JPMorgan Growth & Inc A (VGRIX) | +1 |
| JPMorgan Growth & Inc B (VINBX) | +2 |
| JPMorgan Growth & Inc C (VGICX) | +2 |
| JPMorgan Intrepid Japan A (CVJAX) | +1 |
| JPMorgan Intrepid Japan B (CVJBX) | +2 |
| JPMorgan Intrepid Mid Cap A (PECAX) | +1 |
| JPMorgan Intrepid Mid Cap B (ODMBX) | +1 |
| JPMorgan Intrepid Mid Cap C (ODMCX) | +1 |
| JPMorgan Intrepid Mid Cap Select (WOOPX) | +1 |
| JPMorgan Market Expansion Index A (OMEAX) | +1 |
| JPMorgan Market Expansion Index B (OMEBX) | +1 |
| JPMorgan Mid Cap Equity-Select (VSNGX) | -1 |
| JPMorgan Mid Cap Value A (JAMCX) | -1 |
| JPMorgan Mid Cap Value C (JCMVX) | -1 |
| JPMorgan Mid Cap Value I (FLMVX) | -1 |
| JPMorgan Mid Cap Value Sel (JMVSX) | -1 |
| JPMorgan Small Cap Growth B (OGFBX) | +1 |
| JPMorgan Small Cap Growth C (OSGCX) | +1 |
| JPMorgan Small Cap Value A (PSOAX) | +1 |
| JPMorgan Small Cap Value B (PSOBX) | +1 |
| JPMorgan Small Cap Value S (PSOPX) | +1 |
| JPMorgan U.S. Real Est C (JPRCX) | NA |
| JPMorgan U.S. Small Co Sel (JSCSX) | +1 |
| Keeley Small Cap Value (KSCVX) | +2 |
| Laudus Rosenberg Intl Small Cap Inv (RISIX) | +2 |
| Laudus Rosenberg Intl Small Cap Sel (ICSIX) | +2 |
| Laudus Small Cap MarketMasters Inv (SWOSX) | -1 |
| Legg Mason Batterymarch Global Equity A (CFIPX) | +1 |
| Legg Mason Batterymarch International Equity Trust C (LMGEX) | +2 |
| Legg Mason Batterymarch S&P 500 Index A (SBSPX) | +1 |
| Legg Mason Batterymarch U.S. Small Cap Equity I (LMSIX) | +1 |
| Legg Mason ClearBridge Aggr Growth B (SAGBX) | +2 |
| Legg Mason ClearBridge Aggr Growth C (SAGCX) | +2 |
| Legg Mason ClearBridge Equity Income Bldr B (SOPTX) | +2 |
| Legg Mason ClearBridge Equity Income Bldr C (SBPLX) | +2 |
| Legg Mason ClearBridge Investors Value C (SINOX) | -1 |
| Legg Mason ClearBridge Mid Cap Core A (SBMAX) | -1 |
| Legg Mason ClearBridge Mid Cap Core B (SBMDX) | -1 |
| Legg Mason ClearBridge Small Cap Growth A (SASMX) | +1 |
| Legg Mason ClearBridge Small Cap Growth B (SBSMX) | +1 |
| Legg Mason ClearBridge Small Cap Growth C (SCSMX) | +1 |
| Legg Mason ClearBridge Small Cap Value A (SBVAX) | +1 |
| Legg Mason ClearBridge Small Cap Value B (SBVBX) | +2 |
| Legg Mason Glbl Curr Intl All Cap Opp B (SBIBX) | +1 |
| LKCM Aquinas Small Cap (AQBLX) | -1 |
| LKCM Small Cap Equity Ins (LKSCX) | -1 |
| Loomis Sayles Growth A (LGRRX) | +2 |
| Loomis Sayles Growth Y (LSGRX) | +2 |
| Loomis Sayles Mid Cap Growth A (LAGRX) | +1 |
| Loomis Sayles Mid Cap Growth Y (LSAIX) | +1 |
| Lord Abbett Capital Structure A (LAMAX) | +1 |
| Lord Abbett Mid-Cap Value A (LAVLX) | +2 |
| Lord Abbett Mid-Cap Value B (LMCBX) | +2 |
| Lord Abbett Mid-Cap Value C (LMCCX) | +2 |
| Lord Abbett Mid-Cap Value I (LMCYX) | +2 |
| Lord Abbett Mid-Cap Value P (LMCPX) | +2 |
| Madison Mosaic Mid-Cap (GTSGX) | -1 |
| MainStay Common Stock B (MOPBX) | +2 |
| MainStay Equity Index A (MCSEX) | +1 |
| MainStay Income Builder A (MTRAX) | +1 |
| MainStay Income Builder B (MKTRX) | +1 |
| MainStay S&P 500 Index A (MSXAX) | +1 |
| MainStay S&P 500 Index I (MSPIX) | +1 |
| Managers AMG Chicago Eq Part Mid-Cap C (MKPCX) | +2 |
| Managers Intl Equity (MGITX) | +2 |
| Managers Micro-Cap (MMCFX) | -1 |
| Managers Special Equity I (MSEIX) | +2 |
| Managers Special Equity Managers (MGSEX) | +2 |
| Marketocracy Masters 100 (MOFQX) | +2 |
| Marshall International Stock Inv (MRISX) | +2 |
| Marshall Large-Cap Value Y (MREIX) | -1 |
| MassMutual Select Index Equity L (MMILX) | +1 |
| MassMutual Select Index Equity S (MMIEX) | +1 |
| MassMutual Select Indexed Equity A (MIEAX) | +1 |
| MassMutual Select Indexed Equity Y (MIEYX) | +1 |
| MassMutual Select Mid Cap Growth Equity S (MCGSX) | +2 |
| Matthews Japan (MJFOX) | -1 |
| MFS Mid Cap Growth A (OTCAX) | +2 |
| MFS Mid Cap Growth B (OTCBX) | +2 |
| MFS Mid Cap Growth C (OTCCX) | +2 |
| MFS Sector Rotational A (SRFAX) | +1 |
| MFS Sector Rotational B (SRFBX) | +2 |
| MFS Sector Rotational C (SRFCX) | +2 |
| MFS Total Return 529A (EATRX) | +1 |
| MFS Total Return A (MSFRX) | +1 |
| MFS Total Return B (MTRBX) | +1 |
| MFS Total Return C (MTRCX) | +1 |
| MFS Total Return I (MTRIX) | +1 |
| MH Elite Small Cap Fund of Funds (MHELX) | +1 |
| MMA Praxis International A (MPIAX) | -1 |
| Monteagle Select Value (MVEIX) | +2 |
| Morgan Stanley Dividend Growth Secs A (DIVAX) | +1 |
| Morgan Stanley Dividend Growth Secs B (DIVBX) | +1 |
| Morgan Stanley Dividend Growth Secs I (DIVDX) | +1 |
| Morgan Stanley European Equity A (EUGAX) | -1 |
| Morgan Stanley European Equity B (EUGBX) | -1 |
| Morgan Stanley Global Div Growth Secs A (GLBAX) | -1 |
| Morgan Stanley Global Div Growth Secs B (GLBBX) | -1 |
| Morgan Stanley Global Div Growth Secs C (GLBCX) | -1 |
| Morgan Stanley Global Div Growth Secs I (GLBDX) | -1 |
| Morgan Stanley Instl Intl Sm Cap I (MSISX) | +1 |
| Morgan Stanley Natural Resource Dev A (NREAX) | NA |
| Morgan Stanley Natural Resource Dev B (NREBX) | NA |
| Morgan Stanley Natural Resource Dev C (NRECX) | NA |
| Morgan Stanley Natural Resource Dev I (NREDX) | NA |
| Morgan Stanley S&P 500 Index A (SPIAX) | +1 |
| Morgan Stanley S&P 500 Index B (SPIBX) | +1 |
| Morgan Stanley Small-Mid SpecValue B (JBJBX) | +1 |
| Morgan Stanley Technology A (IFOAX) | NA |
| Morgan Stanley Technology B (IFOBX) | NA |
| Morgan Stanley Technology C (IFOCX) | NA |
| Morgan Stanley Technology I (IFODX) | NA |
| MTB Small Cap Growth A (ARPAX) | +2 |
| MTB Small Cap Growth Instl I (ARPEX) | +2 |
| Munder Asset Allocation Balanced K (MUBKX) | +2 |
| Munder Asset Allocation Balanced Y (MUBYX) | +1 |
| Munder Energy B (MPFBX) | NA |
| Munder Healthcare A (MFHAX) | NA |
| Munder Healthcare B (MFHBX) | NA |
| Munder Healthcare C (MFHCX) | NA |
| Munder Healthcare K (MFHKX) | NA |
| Munder Healthcare Y (MFHYX) | NA |
| Munder Index 500 A (MUXAX) | +1 |
| Munder Index 500 B (MUXBX) | +1 |
| Munder Index 500 K (MUXKX) | +1 |
| Munder Index 500 Y (MUXYX) | +1 |
| Munder Micro-Cap Equity A (MMEAX) | +2 |
| Munder Micro-Cap Equity B (MMEBX) | +2 |
| Munder Micro-Cap Equity C (MMECX) | +2 |
| Munder Micro-Cap Equity K (MMEKX) | +2 |
| Munder Mid-Cap Core Growth A (MGOAX) | +1 |
| Munder Mid-Cap Core Growth B (MGROX) | +1 |
| Munder MidCap Core Growth C (MGOTX) | +1 |
| Munder Mid-Cap Core Growth Y (MGOYX) | -1 |
| Munder Small-Cap Value A (MNVAX) | +2 |
| Munder Small-Cap Value B (MCVBX) | +2 |
| Munder Small-Cap Value C (MCVCX) | +2 |
| Munder Small-Cap Value K (MCVKX) | +2 |
| Munder Small-Cap Value Y (MCVYX) | +2 |
| Munder Technology A (MTFAX) | NA |
| Munder Technology B (MTFBX) | NA |
| Munder Technology C (MTFTX) | NA |
| Nationwide A (NWFAX) | +2 |
| Nationwide D (MUIFX) | +2 |
| Nationwide Inv Destinations Mod Svc (NSDMX) | +1 |
| Nationwide S&P 500 Index Svc (GRMSX) | +1 |
| Neuberger Berman AMT Balanced I (NBABX) | +2 |
| Neuberger Berman Small Cap Growth Inv (NBMIX) | -1 |
| Neuberger Berman Small Cap Growth Tr (NBMOX) | -1 |
| New Covenant Balanced Growth (NCBGX) | +1 |
| New Covenant Balanced Income (NCBIX) | -1 |
| New Covenant Growth (NCGFX) | +1 |
| Nicholas-Applegate U.S. Micro Growth I (NAMCX) | +1 |
| Nomura Partners The Japan S (SJPNX) | -1 |
| Northern Instl Small Co Growth A (BSGRX) | -1 |
| Northern Instl Small Co Index A (BSCAX) | +1 |
| Northern Small Cap Growth (NSGRX) | -1 |
| Northern Small Cap Index (NSIDX) | +1 |
| Northern Small Cap Value (NOSGX) | -1 |
| Northern Stock Index (NOSIX) | +1 |
| Northern Technology (NTCHX) | NA |
| Oberweis Micro-Cap (OBMCX) | +2 |
| Old Mutual Analytic US Long/Short Z (OBDEX) | +1 |
| Old Mutual Analytic Z (ANDEX) | +2 |
| Old Mutual Heitman REIT A (OARTX) | NA |
| Old Mutual Heitman REIT Z (OBRTX) | NA |
| Old Mutual Strategic Small Co Z (OSSCX) | -1 |
| Old Mutual TS&W Small Cap Value Z (OSMVX) | -1 |
| Oppenheimer Balanced A (OPASX) | +2 |
| Oppenheimer Balanced B (OASBX) | +2 |
| Oppenheimer Balanced C (OASCX) | +2 |
| Oppenheimer Capital Income A (OPPEX) | +2 |
| Oppenheimer Capital Income B (OPEBX) | +2 |
| Oppenheimer Capital Income C (OPECX) | +2 |
| Oppenheimer Commodity Strat Tot Ret A (QRAAX) | NA |
| Oppenheimer Commodity Strat Tot Ret B (QRABX) | NA |
| Oppenheimer Commodity Strat Tot Ret C (QRACX) | NA |
| Oppenheimer Commodity Strat Tot Ret Y (QRAYX) | NA |
| Oppenheimer Emerging Growth A (OEGAX) | -1 |
| Oppenheimer Emerging Growth C (OEGCX) | -1 |
| Oppenheimer Sm & Mid Cap Value B (QSCBX) | +2 |
| Oppenheimer Sm & Mid Cap Value C (QSCCX) | +2 |
| Oppenheimer Value B (CGRBX) | +2 |
| Oppenheimer Value C (CGRCX) | +2 |
| Pacific Cap Growth & Inc A (PCIGX) | +1 |
| Pacific Cap Small Cap A (PCSAX) | +2 |
| Pacific Cap Small Cap C (PCCCX) | +2 |
| Pacific Cap Small Cap Y (PSCYX) | +2 |
| Pax World Balanced (PAXWX) | +1 |
| Pax World Womens Equity Ind Inv (PXWEX) | +1 |
| Performance Large Cap Equity A (PFECX) | -1 |
| Performance Large Cap Equity Inst (PFEQX) | -1 |
| Performance Mid Cap Equity A (PCGCX) | +1 |
| Performance Mid Cap Equity Instl (PCGIX) | +1 |
| PIMCO Commodity Real Ret Strat A (PCRAX) | NA |
| PIMCO Commodity Real Ret Strat Admin (PCRRX) | NA |
| PIMCO Commodity Real Ret Strat B (PCRBX) | NA |
| PIMCO Commodity Real Ret Strat C (PCRCX) | NA |
| PIMCO Commodity Real Ret Strat D (PCRDX) | NA |
| PIMCO Commodity Real Ret Strat Instl (PCRIX) | NA |
| PineBridge US Small Cap Growth I (PBSBX) | +2 |
| Pioneer B (PBODX) | -1 |
| Pioneer Equity Income A (PEQIX) | +1 |
| Pioneer Equity Income B (PBEQX) | +1 |
| Pioneer International Value B (PBIFX) | +1 |
| Pioneer Real Estate B (PBREX) | NA |
| Pioneer Real Estate C (PCREX) | NA |
| Pioneer Value A (PIOTX) | +2 |
| Pioneer Value B (PBOTX) | +2 |
| PL Intl Value A (PFAIX) | +2 |
| PL Large-Cap Value A (PFALX) | -1 |
| Principal Disc Large Cap Blend A (PRMGX) | +1 |
| Principal Disc Large Cap Blend B (PBABX) | +1 |
| Principal Divers Intl B (PRBWX) | +2 |
| Principal Divers Intl R2 (PINNX) | +1 |
| Principal Intl Growth J (PITJX) | +2 |
| Principal Large Cap Blend I A (PBLCX) | +1 |
| Principal Large Cap Blend I B (PBLBX) | +2 |
| Principal Large Cap Blend I J (PPXJX) | +1 |
| Principal Large Cap Growth B (PRGBX) | +1 |
| Principal Large Cap S&P 500 Idx R5 (PLFPX) | +1 |
| Principal Large Cap S&P500 Idx A (PLSAX) | +1 |
| Principal Large Cap S&P500 Idx J (PSPJX) | +1 |
| Principal Large Cap S&P500 Idx R2 (PLFNX) | +1 |
| Principal Large Cap Value A (PCACX) | +2 |
| Principal Large Cap Value B (PCCBX) | +2 |
| Principal Large Cap Value III A (PPVAX) | +2 |
| Principal Large Cap Value III J (PLVJX) | +2 |
| Principal Large Cap Value III R2 (PPSNX) | +2 |
| Principal Large Cap Value III R3 (PPSFX) | +2 |
| Principal Large Cap Value III R4 (PPSSX) | +2 |
| Principal Large Cap Value J (PVLJX) | +2 |
| Principal Large Cap Value R2 (PLVNX) | +2 |
| Principal Large Cap Value R4 (PLVSX) | +2 |
| Principal LifeTime S&P500 Idx R3 (PLFMX) | +1 |
| Principal LifeTime SP600 R3 (PSSMX) | -1 |
| Principal LifeTime Strat Inc J (PLSJX) | -1 |
| Principal LifeTime Strat Inc R2 (PLSNX) | -1 |
| Principal Mid Cap Growth J (PMGJX) | -1 |
| Principal Mid Cap S&P 400 Idx R5 (PMFPX) | +1 |
| Principal Mid Cap S&P 400 Index R3 (PMFMX) | +1 |
| Principal Mid Cap S&P400 Idx J (PMFJX) | +1 |
| Principal Mid Cap S&P400 Idx R2 (PMFNX) | +1 |
| Principal Mid Cap Value III J (PMCJX) | +1 |
| Principal Ptr Small Cap Val I R2 (PPKNX) | +2 |
| Principal Small Cap Blend A (PLLAX) | +1 |
| Principal Small Cap Blend C (PSMCX) | +1 |
| Principal Small Cap Blend J (PSBJX) | +1 |
| Principal Small Cap Blend R2 (PSBNX) | +1 |
| Principal Small Cap Growth I J (PSIJX) | +1 |
| Principal Small Cap Growth II A (PPSMX) | +2 |
| Principal Small Cap Growth II J (PPMIX) | +2 |
| Principal Small Cap Growth J (PSGJX) | +2 |
| Principal Small Cap S&P 600 Idx R5 (PSSPX) | -1 |
| Principal Small Cap S&P600 Idx J (PSSJX) | +1 |
| Principal Small Cap S&P600 Idx R2 (PSSNX) | +1 |
| Principal Small Cap Value J (PSVJX) | +1 |
| Principal SmallCap Value R2 (PSVNX) | +1 |
| Principal Strat Asset Mgmt Strat Growth B (SBCAX) | +1 |
| Principal Strat Asset Mgmt Strat Growth C (SWHCX) | +1 |
| ProFunds Bull Inv (BLPIX) | +1 |
| ProFunds Large Cap Value Inv (LVPIX) | +2 |
| ProFunds Mid Cap Value Inv (MLPIX) | +2 |
| ProFunds Precious Metals UltraSector Inv (PMPIX) | NA |
| ProFunds Small Cap Growth Svc (SGPSX) | +1 |
| ProFunds Small Cap Inv (SLPIX) | +1 |
| ProFunds Telecom UltraSector Inv (TCPIX) | NA |
| ProFunds Telecom UltraSector Svc (TCPSX) | NA |
| ProFunds UltraBear Inv (URPIX) | +2 |
| ProFunds UltraBear Svc (URPSX) | +2 |
| ProFunds UltraSector Mobile Telecom Inv (WCPIX) | NA |
| ProFunds UltraSector Mobile Telecom Svc (WCPSX) | NA |
| ProFunds UltraSector Oil & Gas Inv (ENPIX) | NA |
| ProFunds UltraSector Oil & Gas Svc (ENPSX) | NA |
| ProFunds UltraShort NASDAQ Inv (USPIX) | +2 |
| ProFunds Utilities UltraSector Inv (UTPIX) | NA |
| ProFunds Utilities UltraSector Svc (UTPSX) | NA |
| Putnam Global Equity A (PEQUX) | +1 |
| Putnam Global Equity B (PEQBX) | +1 |
| Putnam Global Equity Y (PEQYX) | +1 |
| Putnam Global Health Care B (PHSBX) | NA |
| Putnam Global Health Care C (PCHSX) | NA |
| Putnam Global Health Care M (PHLMX) | NA |
| Putnam Global Natural Res B (PNRBX) | NA |
| Putnam Global Natural Res M (PGLMX) | NA |
| Putnam Global Utilities A (PUGIX) | NA |
| Putnam Global Utilities B (PUTBX) | NA |
| Putnam Global Utilities M (PUTMX) | NA |
| Putnam Intl Equity A (POVSX) | +2 |
| Putnam Intl Equity B (POVBX) | +2 |
| Putnam Intl Equity C (PIGCX) | +2 |
| Putnam Intl Equity M (POVMX) | +2 |
| Putnam Intl Equity Y (POVYX) | +1 |
| Putnam Intl Value A (PNGAX) | +2 |
| Putnam Intl Value B (PGNBX) | +2 |
| Putnam New Opportunities A (PNOPX) | +1 |
| Putnam New Opportunities B (PNOBX) | +1 |
| Putnam New Opportunities M (PNOMX) | +1 |
| Putnam New Opportunities Y (PNOYX) | +1 |
| Putnam Small Cap Growth A (PNSAX) | +2 |
| Putnam Small Cap Value B (PSLBX) | +2 |
| Putnam Vista A (PVISX) | +2 |
| Putnam Vista B (PVTBX) | +2 |
| Putnam Vista M (PVIMX) | +2 |
| Putnam Vista Y (PVIYX) | +2 |
| Quaker Mid-Cap Value A (QMCVX) | +2 |
| Quaker Small-Cap Value (QUSVX) | +1 |
| Quaker Small-Cap Value C (QSVCX) | +1 |
| Quaker Strategic Growth A (QUAGX) | +2 |
| Quantitative Long/Short Ord (USBOX) | +2 |
| Quantitative Small Cap Instl (QBNAX) | +2 |
| Quantitative Small Cap Ord (USBNX) | +2 |
| Rainier Balanced Original (RIMBX) | +1 |
| Rainier Small/Mid Cap Equity (RIMSX) | +2 |
| Rainier Small/Mid Cap Equity Instl (RAISX) | +2 |
| RBC Enterprise S (TETSX) | +2 |
| RBC Microcap Value A (TMVAX) | +2 |
| RBC Microcap Value S (TMVSX) | +2 |
| RBC Mid Cap Growth I (TMCIX) | -1 |
| RBC Small Cap Core S (TEESX) | -1 |
| Rice Hall James Micro Cap (RHJSX) | +1 |
| RidgeWorth Intl Equity Index I (SIEIX) | +1 |
| RidgeWorth Mid-Cap Core Equity A (SCAIX) | +1 |
| RidgeWorth Mid-Cap Core Equity I (SAGTX) | +1 |
| RidgeWorth Small Cap Growth Stock I (SSCTX) | -1 |
| RiverSource Disciplined Equity A (AQEAX) | +2 |
| RiverSource LaSalle Monthly Div Real Est C (SRECX) | NA |
| RiverSource LaSalle Monthly Div Real Est R5 (SREIX) | NA |
| RiverSource Partners Aggress Growth A (ASGFX) | +1 |
| RiverSource Partners Select Value B (AXVBX) | +1 |
| RiverSource Partners Small Cap Equity A (AXSAX) | +2 |
| RiverSource Partners Small Cap Growth A (AXSCX) | +1 |
| RiverSource Partners Small Cap Growth B (ASGBX) | +1 |
| RiverSource Precious Metals & Mining A (INPMX) | NA |
| RiverSource Precious Metals & Mining B (INPBX) | NA |
| RiverSource S&P 500 Index E (ADIEX) | +1 |
| RiverSource Small Company Index A (ISIAX) | -1 |
| RiverSource Small Company Index B (ISIBX) | +1 |
| RiverSource Strategic Allocation A (IMRFX) | +2 |
| RiverSource Strategic Allocation B (IMRBX) | +2 |
| Rockland Small Cap Growth (RKGRX) | +2 |
| Royce Total Return Consultant (RYTCX) | -1 |
| Royce Total Return Inv (RYTRX) | -1 |
| Royce Total Return Svc (RYTFX) | -1 |
| Royce Total Return W (RTRWX) | -1 |
| RS Growth A (RSGRX) | +1 |
| RS MidCap Growth A (RSMOX) | +2 |
| Russell International Developed Mkts I (RINSX) | +1 |
| Russell US Quantitative Equity I (REDSX) | +1 |
| Rydex Banking Adv (RYKAX) | NA |
| Rydex Banking Inv (RYKIX) | NA |
| Rydex Dynamic InverseNASDAQ-100 2x Strategy H (RYVNX) | +2 |
| Rydex Energy Adv (RYEAX) | NA |
| Rydex Energy Inv (RYEIX) | NA |
| Rydex Financial Services Adv (RYFAX) | NA |
| Rydex Financial Services Inv (RYFIX) | NA |
| Rydex Internet Adv (RYIAX) | NA |
| Rydex Internet Inv (RYIIX) | NA |
| Rydex Inverse NASDAQ-100Strategy Inv (RYAIX) | +2 |
| Rydex Inverse S&P 500 2x Strategy H (RYTPX) | +2 |
| Rydex Precious Metals C (RYZCX) | NA |
| Rydex Precious Metals Inv (RYPMX) | NA |
| Rydex Technology Adv (RYTAX) | NA |
| Rydex Technology Inv (RYTIX) | NA |
| Rydex Transportation Inv (RYPIX) | +2 |
| Rydex Utilities Adv (RYAUX) | NA |
| Rydex/SGI Global 130/30 Strategy H (RYQMX) | +2 |
| Rydex/SGI Global A (SEQAX) | -2 |
| SA U.S. Market (SAMKX) | -1 |
| SA U.S. Small Company (SAUMX) | +1 |
| Schwab Balanced Inv (SWOBX) | +1 |
| Schwab Health Care (SWHFX) | NA |
| Schwab Hedged Equity Sel (SWHEX) | +1 |
| Schwab MarketTrack Conserv (SWCGX) | -1 |
| Schwab Small Cap Equity (SWSCX) | +2 |
| Scout Small Cap (UMBHX) | -1 |
| Scout TrendStar Small Cap Fund (TRESX) | +1 |
| SEI Asset Alloc Diver Conserv A (SACNX) | -1 |
| SEI Instl Mgd Large Cap Value A (TRMVX) | +2 |
| SEI Instl Mgd Large Cap Value I (SEUIX) | +2 |
| SEI Instl Mgd Small Cap Growth A (SSCGX) | +2 |
| SEI Instl Mgd Small Cap Value A (SESVX) | +1 |
| SEI International Trust Equity A (SEITX) | +2 |
| Seligman Frontier A (SLFRX) | +1 |
| Seligman Frontier B (SLFBX) | +1 |
| Senbanc (SENBX) | NA |
| Sentinel Balanced B (SEBBX) | +1 |
| Sentinel Mid-Cap Growth A (SNTNX) | +1 |
| Sentinel Mid-Cap Growth B (SMGBX) | +2 |
| Sentinel Small Company B (SESBX) | -1 |
| Sentinel Small Company C (SSCOX) | -1 |
| Sentinel Sustainable Growth Opp A (WAEGX) | +2 |
| SIMT S&P 500 Index A (SSPIX) | +1 |
| SIMT S&P 500 Index E (TRQIX) | +1 |
| Sit International Growth (SNGRX) | +1 |
| SM&R Equity Income T (AMNIX) | +1 |
| SM&R Growth T (AMRNX) | +1 |
| Sparrow Growth A (SGFFX) | +2 |
| SSgA Disciplined Equity Instl (SSMTX) | +1 |
| SSgA Intl Stock Selection Instl (SSAIX) | +1 |
| SSgA Life Solutions Balanced Instl (SSLBX) | +1 |
| SSgA Life Solutions Inc & Growth Instl (SSLIX) | -1 |
| SSgA S&P 500 Index Instl (SVSPX) | +1 |
| SSgA Small Cap Instl (SVSCX) | +2 |
| SSgA Tuckerman Active REIT Instl (SSREX) | NA |
| State Farm Equity A Legacy (SLEAX) | +2 |
| State Farm S&P 500 Index A Legacy (SLIAX) | +1 |
| State Farm Small Cap Equity B (SSNBX) | +2 |
| State Farm Small Cap Index A Legacy (SMIAX) | +1 |
| State Street Equity 500 Index A (STFAX) | -1 |
| SunAmerica 2020 High Watermark A (HWKAX) | +1 |
| SunAmerica Focused Bal Strat A (FBAAX) | +1 |
| SunAmerica Focused Bal Strat B (FBABX) | +2 |
| SunAmerica Focused Bal Strat C (FBACX) | +2 |
| SunAmerica Focused Fixed Inc Equity Strat A (FFEAX) | -1 |
| SunAmerica Focused Fixed Inc Equity Strat C (FFICX) | -1 |
| SunAmerica Focused Growth & Inc C (FOGTX) | +2 |
| SunAmerica Focused Growth & Income A (FOGAX) | +2 |
| SunAmerica Focused Growth & Income B (FOGBX) | +2 |
| SunAmerica Focused Small-Cap Growth A (NSKAX) | +1 |
| SunAmerica Focused Small-Cap Growth B (NBSCX) | +1 |
| SunAmerica Focused Small-Cap Growth C (NCSCX) | +1 |
| SunAmerica Focused Small-Cap Value A (SSSAX) | +1 |
| SunAmerica Focused Small-Cap Value B (SSSBX) | +2 |
| SunAmerica Focused Small-Cap Value C (SSSTX) | +2 |
| SunAmerica Focused Tech A (STNAX) | NA |
| SunAmerica Focused Tech B (STNBX) | NA |
| SunAmerica Focused Tech C (STNTX) | NA |
| SunAmerica Value A (SSVAX) | +1 |
| SunAmerica Value B (SSVBX) | +1 |
| SunAmerica Value C (SVPCX) | +1 |
| T. Rowe Price Equity Index 500 (PREIX) | +1 |
| T. Rowe Price Japan (PRJPX) | +1 |
| Target Growth Alloc B (PIHGX) | +2 |
| Target Large Cap Growth T (TALGX) | +1 |
| Target Large Cap Value T (TALVX) | +2 |
| Target Small Cap Growth T (TASGX) | +2 |
| TCW Focused Equities N (TGFVX) | +2 |
| TCW Value Oppty I (TGVOX) | +1 |
| TCW Value Oppty N (TGVNX) | +2 |
| Third Avenue Small-Cap Value Insti Cl (TASCX) | -1 |
| Thomas White American Opptys (TWAOX) | +1 |
| Threadneedle Global Equity A (IGLGX) | -1 |
| Threadneedle Global Equity B (IDGBX) | -1 |
| Threadneedle International Opportunity B (IWWGX) | -1 |
| Thrivent Mid Cap Stock A (AASCX) | +1 |
| Thrivent Partner International Stock A (AAITX) | +1 |
| Thrivent Small Cap Stock A (AASMX) | -1 |
| TIAA-CREF Intl Equity Idx Retire (TRIEX) | +1 |
| TIAA-CREF Large Cap Value Idx Instl (TILVX) | +2 |
| TIAA-CREF Mid Cap Value Retire (TRVRX) | +1 |
| TIAA-CREF Real Est Sec Instl (TIREX) | NA |
| TIAA-CREF Real Est Sec Retail (TCREX) | NA |
| TIAA-CREF Real Est Sec Retire (TRRSX) | NA |
| TIAA-CREF S&P 500 Idx Retire (TRSPX) | +1 |
| TIAA-CREF Small Cap Blend Idx Instl (TISBX) | +1 |
| TIAA-CREF Small Cap Blend Idx Retire (TRBIX) | +1 |
| TIAA-CREF Small Cap Equity Retail (TCSEX) | +1 |
| TIAA-CREF Small Cap Equity Retire (TRSEX) | +1 |
| Timothy Plan Small Cap Value A (TPLNX) | -1 |
| Tocqueville Small Cap (TSCVX) | +1 |
| Torray (TORYX) | +1 |
| Touchstone Healthcare & Biotechnology A (THBCX) | NA |
| Touchstone Large Cap Core Equity A (TENAX) | -1 |
| Touchstone Mid Cap Growth C (TOECX) | -1 |
| Touchstone Small Cap Value Opportunities Z (TSVOX) | -1 |
| Transamerica Asset Alloc Interm Horizon (DVMSX) | +1 |
| Transamerica Asset Alloc Long Horizon (DVLSX) | +1 |
| Transamerica Partners Instl Large Value (DIVIX) | +2 |
| Transamerica Partners Instl Mid Value (DIMVX) | +1 |
| Transamerica Partners Large Core (DVGIX) | +1 |
| Transamerica Partners Large Growth (DVEGX) | -2 |
| Transamerica Partners Large Value (DVEIX) | +2 |
| Transamerica Partners Mid Growth (DVMGX) | -1 |
| Transamerica Partners Mid Value (DVMVX) | +1 |
| Transamerica Partners Small Core (DVPEX) | +1 |
| Transamerica Partners Stock Index (DSKIX) | +1 |
| Turner Emerging Growth Inv (TMCGX) | -1 |
| Turner Small Cap Equity Inv (TSEIX) | +1 |
| UBS PACE Intl Equity P (PCIEX) | +1 |
| UBS U.S. Small Cap Growth A (BNSCX) | +2 |
| UBS U.S. Small Cap Growth Y (BISCX) | +2 |
| Undiscovered Mgrs Behav Growth Instl (UBRLX) | +1 |
| US Global Investors Holmes Growth (ACBGX) | +2 |
| USAA Capital Growth (USCGX) | -1 |
| USAA Growth & Tax Strategy (USBLX) | +1 |
| USAA Growth (USAAX) | +1 |
| USAA Income Stock (USISX) | +2 |
| USAA S&P 500 Index Member (USSPX) | +1 |
| USAA Science & Technology (USSCX) | NA |
| USAA Small Cap Stock (USCAX) | -1 |
| Value Line (VLIFX) | +2 |
| Value Line Asset Allocation (VLAAX) | +1 |
| Value Line Emerging Oppty (VLEOX) | +1 |
| Value Line Premier Growth (VALSX) | -1 |
| Van Kampen Technology A (VTFAX) | NA |
| Van Kampen Technology B (VTFBX) | NA |
| Van Kampen Technology C (VTFCX) | NA |
| Van Kampen Utility A (VKUAX) | NA |
| Van Kampen Utility B (VKUBX) | NA |
| Van Kampen Utility C (VKUCX) | NA |
| Vanguard Explorer (VEXPX) | +1 |
| Vanguard Explorer Adm (VEXRX) | +1 |
| Vanguard Growth & Income (VQNPX) | +2 |
| Vanguard Growth & Income Adm (VGIAX) | +1 |
| Vanguard Health Care Index Adm (VHCIX) | NA |
| Vanguard Market Neutral Inv (VMNFX) | -2 |
| Vanguard Selected Value (VASVX) | -1 |
| Vanguard Small Cap Value Index (VISVX) | +1 |
| Vanguard Small Cap Value Index Inst (VSIIX) | +1 |
| Vanguard Strategic Equity (VSEQX) | +2 |
| Vanguard Tax-Managed Small Cap Inv (VTMSX) | -1 |
| Vanguard Tax-Managed Sml Cap Instl (VTSIX) | -1 |
| Vanguard U.S. Value (VUVLX) | +2 |
| Vanguard Value Index (VIVAX) | +2 |
| Vanguard Value Index Adm (VVIAX) | +2 |
| Vanguard Value Index Instl (VIVIX) | +2 |
| Vantagepoint 500 Stock Index I (VPFIX) | +1 |
| Victory Special Value C (VSVCX) | +2 |
| Virtus Balanced Allocation A (HIBZX) | +1 |
| Virtus Disciplined Small Cap Opp A (HSCZX) | +2 |
| Virtus Disciplined Small Cap Opp I (HSCIX) | +2 |
| Virtus Disciplined Small Cap Value A (HSVZX) | +1 |
| Virtus Disciplined Small Cap Value I (HSCVX) | +1 |
| Virtus Global Opptys A (NWWOX) | +1 |
| Virtus Growth & Income B (PBGIX) | +1 |
| Virtus Growth & Income C (PGICX) | +1 |
| Virtus Mid-Cap Value A (FMIVX) | +2 |
| Virtus Mid-Cap Value C (FMICX) | +2 |
| Virtus Small-Cap Growth A (PAMAX) | +2 |
| Virtus Small-Cap Growth B (PSMGX) | +2 |
| Virtus Tactical Allocation A (NAINX) | -1 |
| Wells Fargo Adv Asset Alloc A (SFAAX) | +2 |
| Wells Fargo Adv Asset Alloc B (SASBX) | +2 |
| Wells Fargo Adv C&B Mid Cap Value Inv (CBMDX) | +2 |
| Wells Fargo Adv Capital Growth Adm (WFCDX) | +2 |
| Wells Fargo Adv Capital Growth Inv (SLGIX) | +2 |
| Wells Fargo Adv Discovery Inv (STDIX) | +1 |
| Wells Fargo Adv Endeavor Select I (WFCIX) | +2 |
| Wells Fargo Adv Enterprise Inv (SENTX) | +1 |
| Wells Fargo Adv Equity Income A (NVAEX) | +1 |
| Wells Fargo Adv Equity Income Adm (NVIEX) | +1 |
| Wells Fargo Adv Equity Income B (NVBEX) | +1 |
| Wells Fargo Adv Index Inv (WFVEX) | +1 |
| Wells Fargo Adv Intl Equity A (SILAX) | +1 |
| Wells Fargo Adv Mid Cap Disciplined Inv (SMCDX) | -2 |
| Wells Fargo Adv Small Cap Discip Inv (SCOVX) | +1 |
| Wells Fargo Advantage Mid Cap Discip I (WFMIX) | -2 |
| Westcore Mid-Cap Value (WTMCX) | +2 |
| Westcore Small-Cap Opport (WTSCX) | +1 |
| Westcore Small-Cap Opportunity Instl (WISCX) | +1 |
| Westcore Small-Cap Value (WTSVX) | +1 |
| Wilshire Small Co Growth Inv (DTSGX) | -1 |
| Wilshire Small Co Value Inv (DTSVX) | +1 |
| Winslow Green Growth Inv (WGGFX) | +2 |
| Wisdom Inv (WSDVX) | +1 |
| Wright Major Blue Chip Equities (WQCEX) | +1 |