| The following table lists (alphabetically) all 3-ALARM funds in this month's database where the current manager has been in charge for at least five years. With these funds, it's fair to say that you own a 3-ALARM manager. And, unless you know something we don't, do you have any reason to believe that performance over the next five years will be any better? |
| 3-ALARM Fund | Mgr. Tenure | Return vs. Bench 12 Mo. | Return vs. Bench 3 Yrs. | Return vs. Bench 5 Yrs. | Benchmark |
|---|---|---|---|---|---|
| AAL Mid Cap Stock B (BBSCX) | 6 | -0.19 | -5.27 | -6.37 | Dreyf MidCap Idx |
| ABN AMRO/Montag Bal N (MOBAX) | 8 | -2.22 | -1.22 | -0.53 | Vang Bal Idx |
| Advantus Horizon B (ADHBX) | 7 | -3.87 | -10.77 | -6.48 | Vang 500 Idx |
| AIM Aggressive Growth A (AAGFX) | 11 | -5.63 | -15.58 | -7.57 | Dreyf MidCap Idx |
| AIM Balanced A (AMBLX) | 9 | -6.9 | -6.94 | -4.19 | Vang Bal Idx |
| AIM Balanced B (ABLBX) | 9 | -7.48 | -7.6 | -4.95 | Vang Bal Idx |
| AIM Blue Chip A (ABCAX) | 7 | -3.91 | -5.85 | -2.78 | Vang 500 Idx |
| AIM Blue Chip B (ABCBX) | 6 | -4.31 | -6.35 | -3.41 | Vang 500 Idx |
| AIM Blue Chip C (ABCCX) | 6 | -4.39 | -6.38 | -3.43 | Vang 500 Idx |
| AIM Capital Development A (ACDAX) | 5 | -4.47 | -7.18 | -4.92 | Dreyf MidCap Idx |
| AIM Capital Development B (ACDBX) | 5 | -4.95 | -7.79 | -5.6 | Dreyf MidCap Idx |
| AIM Constellation A (CSTGX) | 10 | -2.38 | -6.21 | -1.24 | Vang 500 Idx |
| AIM Constellation B (CSTBX) | 5 | -2.92 | -6.77 | -2 | Vang 500 Idx |
| AIM Constellation C (CSTCX) | 6 | -2.88 | -6.77 | -2 | Vang 500 Idx |
| AIM Global Utilities A (AUTLX) | 11 | -2.62 | -6.3 | -2.29 | Specialty-Utils |
| AIM Global Utilities B (AUTBX) | 9 | -3.19 | -6.91 | -3 | Specialty-Utils |
| AIM Global Utilities C (AUTCX) | 6 | -3.19 | -6.9 | -3 | Specialty-Utils |
| AIM Premier Equity A (AVLFX) | 6 | -6.77 | -6.11 | -1.71 | Vang 500 Idx |
| AIM Premier Equity B (AVLBX) | 6 | -7.31 | -6.71 | -2.46 | Vang 500 Idx |
| AIM Premier Equity C (AVLCX) | 6 | -7.31 | -6.71 | -2.46 | Vang 500 Idx |
| AIM Weingarten A (WEINX) | 5 | -7.76 | -14.58 | -7.52 | Vang 500 Idx |
| AIM Weingarten B (BWEIX) | 5 | -8.24 | -15.09 | -8.19 | Vang 500 Idx |
| AIM Weingarten C (CWEIX) | 5 | -8.35 | -15.11 | -8.21 | Vang 500 Idx |
| Alliance All-Asia Investment A (AALAX) | 5 | -1.61 | -11.55 | -2.29 | Schwab Intl Idx |
| Alliance All-Asia Investment B (AAABX) | 5 | -2.19 | -12.06 | -2.99 | Schwab Intl Idx |
| Alliance Global Small Cap (GSCAX) | 9 | -12.8 | -6.56 | -3.26 | Schwab Intl Idx |
| Alliance Global Small Cap B (AGCBX) | 9 | -13.35 | -7.16 | -3.96 | Schwab Intl Idx |
| Alliance Growth Investors A (AGIAX) | 6 | -3.32 | -5.07 | -2.36 | Vang Bal Idx |
| Alliance New Europe B (ANEBX) | 6 | -8.59 | -1.1 | -0.1 | Schwab Intl Idx |
| Alliance New Europe C (ANECX) | 6 | -8.54 | -1.05 | -0.06 | Schwab Intl Idx |
| Alliance Premier Growth A (APGAX) | 10 | -7.73 | -11.26 | -4.62 | Vang 500 Idx |
| Alliance Premier Growth Adv (APGYX) | 6 | -7.51 | -11.03 | -4.32 | Vang 500 Idx |
| Alliance Premier Growth B (APGBX) | 10 | -8.22 | -11.81 | -5.28 | Vang 500 Idx |
| Alliance Premier Growth C (APGCX) | 10 | -8.22 | -11.81 | -5.28 | Vang 500 Idx |
| Alliance Premier Growth Ins I (AIPGX) | 5 | -6.09 | -9.59 | -3.24 | Vang 500 Idx |
| AllianceBernstein Real Estate A (AREAX) | 5 | -0.4 | -0.49 | -1.73 | Specialty-RealEst |
| AllianceBernstein Real Estate Adv (ARSYX) | 5 | -0.07 | -0.16 | -1.71 | Specialty-RealEst |
| AllianceBernstein Real Estate B (AREBX) | 5 | -1.09 | -1.23 | -2.45 | Specialty-RealEst |
| AllianceBernstein Real Estate C (ARECX) | 5 | -1.09 | -1.24 | -2.43 | Specialty-RealEst |
| AllianceBernstein Real Estate I (ARIIX) | 5 | -0.74 | -1.91 | -2.03 | Specialty-RealEst |
| AllianceBernstein Real Estate II (ARRIX) | 5 | -1.11 | -2.22 | -2.33 | Specialty-RealEst |
| American AAdvant S&P 500 Inst (AASPX) | 6 | -0.16 | -0.12 | -0.11 | Vang 500 Idx |
| American Cent Growth Adv (TCRAX) | 5 | -5.03 | -6.26 | -0.98 | Vang 500 Idx |
| American Cent Growth Inst (TWGIX) | 5 | -4.67 | -5.82 | -0.44 | Vang 500 Idx |
| American Cent Growth Inv (TWCGX) | 5 | -4.82 | -6.03 | -0.71 | Vang 500 Idx |
| American Cent Heritage Inv (TWHIX) | 5 | -1.13 | -9.42 | -4.06 | Dreyf MidCap Idx |
| American Cent New Opp Inv (TWNOX) | 6 | -6.91 | -24.59 | -0.81 | Dreyf MidCap Idx |
| American Cent Utilities Inv (BULIX) | 6 | -2.93 | -2.73 | -1.17 | Specialty-Utils |
| American Cent Vista Adv (TWVAX) | 6 | -5.5 | -17.48 | -4.73 | Dreyf MidCap Idx |
| American Cent Vista Inv (TWCVX) | 6 | -5.32 | -17.24 | -4.5 | Dreyf MidCap Idx |
| American Funds Smallcap World A (SMCWX) | 13 | -1.24 | -12.17 | -1.87 | Vang SmCap Idx |
| American Growth D (AMRGX) | 45 | -28.28 | -29.83 | -23.12 | Vang Bal Idx |
| American Heritage (AHERX) | 13 | -27.97 | -20.57 | -32.49 | Schwab Intl Idx |
| American Perform Growth Eqty (APGEX) | 5 | -2.97 | -5.35 | -1.71 | Vang 500 Idx |
| Ark Blue Chip Equity A (ARBCX) | 7 | -8.44 | -3.64 | -1.79 | Vang 500 Idx |
| Ark Blue Chip Equity Instl (ARBIX) | 7 | -8.36 | -3.55 | -1.66 | Vang 500 Idx |
| Armada Large Cap Ultra I (ALCIX) | 7 | -8.5 | -9.79 | -4.1 | Vang 500 Idx |
| Armada Small Cap Growth B (ASGRX) | 5 | -17.39 | -16.13 | -9.94 | Vang SmCap Idx |
| Artisan Small Cap (ARTSX) | 8 | -5.84 | -0.48 | -3.29 | Vang SmCap Idx |
| ASAF AmCent Strat Bal B (ACBBX) | 6 | -0.22 | -1.59 | -1.21 | Vang Bal Idx |
| Babson Growth (BABSX) | 7 | -5.06 | -4.3 | -3.96 | Vang 500 Idx |
| Barclays Global Inv Asset All (WFAAX) | 6 | -2.33 | -1.36 | -0.35 | Vang Bal Idx |
| Barclays Global Inv LP 2020 (STLCX) | 9 | -2.21 | -2.45 | -1.43 | Vang Bal Idx |
| Barclays Global Inv S&P 500 (WFSPX) | 6 | -0.05 | -0.14 | -0.22 | Vang 500 Idx |
| Baron Asset (BARAX) | 16 | -5.23 | -9.64 | -8.9 | Dreyf MidCap Idx |
| BB&T International Tr (BBTIX) | 6 | -3.72 | -1.59 | -0.48 | Schwab Intl Idx |
| BB&T Mid Cap Growth Trust (OCAAX) | 9 | -5.14 | -19.26 | -6.7 | Dreyf MidCap Idx |
| BB&T Small Company Growth Trust (BBCGX) | 8 | -8.91 | -22.03 | -7.13 | Vang SmCap Idx |
| Bear Stearns S&P Stars A (BSPAX) | 5 | -15.16 | -5.47 | -0.04 | Vang 500 Idx |
| Bear Stearns S&P Stars B (BSPBX) | 5 | -15.43 | -5.86 | -0.51 | Vang 500 Idx |
| Bear Stearns S&P Stars C (BSPCX) | 5 | -15.44 | -5.86 | -0.52 | Vang 500 Idx |
| Berkshire Focus (BFOCX) | 6 | -17.86 | -16.95 | -11.25 | Specialty-Tech |
| BlackRock Balanced Instl (PBAIX) | 8 | -3.51 | -5.52 | -3.69 | Vang Bal Idx |
| BlackRock Balanced Inv A (PCBAX) | 8 | -3.97 | -5.97 | -4.16 | Vang Bal Idx |
| BlackRock Balanced Svc (PCBSX) | 8 | -3.85 | -5.8 | -4 | Vang Bal Idx |
| BlackRock Mid Cap Growth Inv A (BMGAX) | 6 | -11.26 | -23.99 | -2.6 | Dreyf MidCap Idx |
| BlackRock Mid Cap Growth Inv B (BMGBX) | 6 | -11.84 | -24.54 | -3.33 | Dreyf MidCap Idx |
| BlackRock Mid Cap Growth Svc (CMGSX) | 6 | -11.19 | -23.86 | -2.4 | Dreyf MidCap Idx |
| BNY Hamilton Large Cap Growth Inst (BNLIX) | 6 | -1.29 | -4.2 | -0.05 | Vang 500 Idx |
| Brandywine (BRWIX) | 17 | -4.25 | -11.28 | -5.22 | Dreyf MidCap Idx |
| Brazos Small Cap Y (BJSCX) | 6 | -13.66 | -12.55 | -5.59 | Dreyf MidCap Idx |
| Bridges Investment (BRGIX) | 6 | -1.56 | -5.11 | -1.14 | Vang 500 Idx |
| Calvert Capital Accum A (CCAFX) | 8 | -11.07 | -10.29 | -7.11 | Dreyf MidCap Idx |
| CDC Nvest Balanced A (NEFBX) | 6 | -5.49 | -5.22 | -8.28 | Vang Bal Idx |
| CDC Nvest Balanced B (NEBBX) | 6 | -6.14 | -5.93 | -8.99 | Vang Bal Idx |
| CDC Nvest Capital Growth A (NEFCX) | 5 | -6.57 | -8.07 | -5.12 | Vang 500 Idx |
| CDC Nvest Capital Growth B (NECBX) | 5 | -7.08 | -8.65 | -5.75 | Vang 500 Idx |
| CDC Nvest Star Small Cap A (NEFJX) | 6 | -11.68 | -12.95 | -1.61 | Vang SmCap Idx |
| CDC Nvest Star Small Cap B (NEJBX) | 6 | -12.21 | -13.56 | -2.36 | Vang SmCap Idx |
| CDC Nvest Targeted Equity A (NEFGX) | 26 | -7.87 | -0.95 | -1.6 | Vang 500 Idx |
| CGM Capital Development (LOMCX) | 26 | -7.33 | -14.18 | -13.19 | Dreyf MidCap Idx |
| CGM Mutual (LOMMX) | 23 | -8.3 | -6.83 | -5.93 | Vang Bal Idx |
| Citizens Core Growth Inst (WINIX) | 7 | -3.15 | -6.33 | -1.71 | Vang 500 Idx |
| Citizens Core Growth Standard (WAIDX) | 8 | -3.66 | -6.86 | -2.4 | Vang 500 Idx |
| Cohen & Steers Realty Shares (CSRSX) | 12 | -2.31 | -1.8 | -0.05 | Specialty-RealEst |
| Columbia Balanced (CBALX) | 5 | -2.39 | -1.79 | -1.01 | Vang Bal Idx |
| Columbia Common Stock (CMSTX) | 5 | -1.53 | -2.13 | -0.74 | Vang 500 Idx |
| Columbia Growth (CLMBX) | 11 | -9.11 | -7.43 | -4.17 | Vang 500 Idx |
| Columbia Small Cap (CMSCX) | 6 | -7.78 | -12.36 | -2.61 | Dreyf MidCap Idx |
| Commerce Growth Instl (CFGRX) | 6 | -0.71 | -2.48 | -3.15 | Vang 500 Idx |
| Commerce MidCap Instl (CFAGX) | 6 | -8.76 | -18.14 | -11.21 | Dreyf MidCap Idx |
| Consulting Group Large Cap Gr (TLGUX) | 5 | -8.23 | -10.12 | -4.4 | Vang 500 Idx |
| Consulting Group Sm Cap Growth (TSGUX) | 6 | -8.35 | -12.92 | -4.18 | Vang SmCap Idx |
| Credit Suisse Cap Apprec Comm (CUCAX) | 8 | -7.09 | -6.96 | -0.7 | Vang 500 Idx |
| Credit Suisse Emerg Growth Adv (WEGTX) | 12 | -9.97 | -21.45 | -12.52 | Dreyf MidCap Idx |
| Credit Suisse Emerg Growth Comm (CUEGX) | 15 | -9.56 | -21.06 | -12.06 | Dreyf MidCap Idx |
| Credit Suisse Inst Small Cap Gr (WISCX) | 7 | -15.13 | -21.61 | -10.68 | Dreyf MidCap Idx |
| Credit Suisse Instl Intl (RBIEX) | 10 | -8.04 | -5.53 | -2.45 | Schwab Intl Idx |
| Credit Suisse Japan Growth Adv (WPJAX) | 7 | -10.72 | -24.67 | -5.84 | Schwab Intl Idx |
| Credit Suisse Japan Growth Comm (WPJGX) | 7 | -10.26 | -24.31 | -5.17 | Schwab Intl Idx |
| Credit Suisse Tax Efficient A (WIGRX) | 8 | -4.1 | -2.11 | -0.17 | Vang 500 Idx |
| Davis Financial A (RPFGX) | 12 | -6.35 | -5.75 | -1.26 | Specialty-Financial |
| Davis Financial B (DFIBX) | 8 | -7.03 | -6.6 | -2.13 | Specialty-Financial |
| Davis Financial C (DFFCX) | 6 | -7.03 | -6.59 | -2.11 | Specialty-Financial |
| Davis Financial Y (DVFYX) | 6 | -6.16 | -5.57 | -1.03 | Specialty-Financial |
| Delaware Growth Opporty B (DFBIX) | 7 | -7.06 | -17.5 | -3.82 | Dreyf MidCap Idx |
| Delaware Growth Oppty A (DFCIX) | 7 | -6.54 | -16.92 | -3.11 | Dreyf MidCap Idx |
| Delaware Growth Oppty Instl (DFDIX) | 7 | -6.33 | -16.67 | -2.8 | Dreyf MidCap Idx |
| Delaware Select Growth A (DVEAX) | 6 | -14.14 | -25.48 | -6.7 | Dreyf MidCap Idx |
| Delaware Select Growth B (DVEBX) | 6 | -14.63 | -26.03 | -7.44 | Dreyf MidCap Idx |
| Delaware Select Growth C (DVECX) | 6 | -14.63 | -26.02 | -7.44 | Dreyf MidCap Idx |
| Delaware Trend A (DELTX) | 7 | -2.73 | -13.79 | -1.48 | Dreyf MidCap Idx |
| Delaware Trend B (DERBX) | 7 | -3.34 | -14.41 | -2.23 | Dreyf MidCap Idx |
| Delaware Trend C (DETCX) | 7 | -3.36 | -14.4 | -2.24 | Dreyf MidCap Idx |
| Delaware Trend Instl (DGTIX) | 7 | -2.53 | -13.55 | -1.2 | Dreyf MidCap Idx |
| Dessauer Global Equity (DGLEX) | 6 | -18.63 | -18.53 | -11.13 | Vang 500 Idx |
| Diversified Special Eqty Inv (DVPEX) | 9 | -3.67 | -4.22 | -1.22 | Vang SmCap Idx |
| DLB Core Growth (DLBRX) | 5 | -4.12 | -3.74 | -3.34 | Vang 500 Idx |
| Dreyfus Balanced (DRBAX) | 6 | -6.43 | -2.05 | -3.11 | Vang Bal Idx |
| Dreyfus Emerging Leaders (DRELX) | 6 | -2.53 | -7.69 | -2.14 | Dreyf MidCap Idx |
| Dreyfus Founders Discovery (FDISX) | 6 | -17.2 | -20.36 | -3.94 | Dreyf MidCap Idx |
| Dreyfus Intl Stock Index (DIISX) | 6 | -1.46 | -0.01 | -0.14 | Schwab Intl Idx |
| Dreyfus LifeTime Growth & Inc R (DGIRX) | 8 | -1.94 | -0.55 | -1.55 | Vang Bal Idx |
| Dreyfus LifeTime Growth R (DLGRX) | 8 | -12.69 | -8.8 | -5.26 | Vang Bal Idx |
| Dreyfus Small Company Value (DSCVX) | 5 | -20.04 | -0.43 | -1.81 | Vang SmCap Idx |
| Driehaus International Growth (DRIGX) | 6 | -9.03 | -11.9 | -0.71 | Schwab Intl Idx |
| Eaton Vance Spec Equities A (EVSEX) | 6 | -13.03 | -21.56 | -11 | Dreyf MidCap Idx |
| Eaton Vance Tax-Managed Small Growth 1.1 B (EMMGX) | 5 | -12.83 | -22.09 | -11.56 | Dreyf MidCap Idx |
| Eclipse Growth Equity (NIGEX) | 12 | -7.58 | -8.07 | -3.17 | Vang 500 Idx |
| Emerald Technology A (HSYTX) | 5 | -2.56 | -6.48 | -7.8 | Specialty-Tech |
| Enterprise Growth A (ENGRX) | 23 | -0.34 | -0.34 | -0.02 | Vang 500 Idx |
| Enterprise Growth B (ENGBX) | 8 | -0.77 | -0.78 | -0.55 | Vang 500 Idx |
| Enterprise Growth C (ENGCX) | 6 | -0.8 | -0.8 | -0.57 | Vang 500 Idx |
| Evergreen Emerging Growth A (EKAAX) | 5 | -6.01 | -18.12 | -9.45 | Dreyf MidCap Idx |
| Evergreen Emerging Growth B (EKABX) | 6 | -6.49 | -18.64 | -10.09 | Dreyf MidCap Idx |
| Evergreen Growth A (EGWAX) | 8 | -6.2 | -1.58 | -0.19 | Vang SmCap Idx |
| Evergreen Growth C (EGRTX) | 18 | -6.74 | -2.27 | -0.93 | Vang SmCap Idx |
| Evergreen Large Co Growth A (EKJAX) | 5 | -0.54 | -5.04 | -0.94 | Vang 500 Idx |
| Evergreen Large Co Growth B (EKJBX) | 8 | -1.02 | -5.59 | -1.65 | Vang 500 Idx |
| Evergreen Sel Balanced Instl (ESAIX) | 5 | -1.26 | -1.91 | -2.1 | Vang Bal Idx |
| Excelsior International (UMINX) | 6 | -4.77 | -6.15 | -1.53 | Schwab Intl Idx |
| Excelsior Large Cap Growth (UMLGX) | 5 | -14.43 | -15.31 | -3.21 | Vang 500 Idx |
| Excelsior Optimum Growth Instl (EXOAX) | 7 | -9.42 | -13.07 | -1.84 | Vang 500 Idx |
| Excelsior Pan-European (UMPNX) | 6 | -7.24 | -3.22 | -2.65 | Schwab Intl Idx |
| Expedition Equity Instl (EEICX) | 6 | -7.11 | -3.97 | -1.17 | Vang 500 Idx |
| Federated Capital Income A (LBUTX) | 5 | -1.47 | -2.32 | -4.89 | Specialty-Utils |
| Federated Capital Income B (LBUBX) | 5 | -1.93 | -2.93 | -5.57 | Specialty-Utils |
| Federated Capital Income C (LBUCX) | 5 | -2.06 | -2.95 | -5.59 | Specialty-Utils |
| Federated Capital Income F (FEUTX) | 5 | -1.47 | -2.31 | -4.88 | Specialty-Utils |
| Federated European Growth A (EURAX) | 7 | -7.34 | -3.65 | -1.26 | Schwab Intl Idx |
| Federated Growth Strat A (FGSAX) | 8 | -3.7 | -8.63 | -0.94 | Vang 500 Idx |
| Federated Growth Strat B (FGSBX) | 8 | -4.26 | -9.22 | -1.67 | Vang 500 Idx |
| Federated Kaufmann K (KAUFX) | 17 | -3.49 | -3.31 | -2.59 | Dreyf MidCap Idx |
| Fidelity Adv Equity Growth A (EPGAX) | 6 | -8.77 | -6.54 | -0.39 | Vang 500 Idx |
| Fidelity Adv Equity Growth B (EPGBX) | 6 | -9.28 | -7.18 | -1.15 | Vang 500 Idx |
| Fidelity Adv Equity Growth C (EPGCX) | 5 | -9.26 | -7.15 | -1.13 | Vang 500 Idx |
| Fidelity Adv Equity Growth Instl (EQPGX) | 6 | -8.46 | -6.26 | -0.04 | Vang 500 Idx |
| Fidelity Adv Equity Growth T (FAEGX) | 6 | -8.88 | -6.72 | -0.58 | Vang 500 Idx |
| Fidelity Adv Large Cap A (FALAX) | 5 | -1.74 | -4.63 | -0.55 | Vang 500 Idx |
| Fidelity Adv Large Cap B (FALHX) | 5 | -2.34 | -5.24 | -1.22 | Vang 500 Idx |
| Fidelity Adv Large Cap C (FLCCX) | 5 | -2.34 | -5.25 | -1.29 | Vang 500 Idx |
| Fidelity Adv Large Cap T (FALGX) | 5 | -1.84 | -4.78 | -0.68 | Vang 500 Idx |
| Fidelity Adv Overseas B (FAOBX) | 7 | -4.87 | -1.96 | -0.64 | Schwab Intl Idx |
| Fidelity Adv Overseas T (FAERX) | 7 | -4.27 | -1.41 | -0.05 | Schwab Intl Idx |
| Fidelity Adv Value Strat A (FSOAX) | 6 | -10.47 | -1.34 | -4.34 | Dreyf MidCap Idx |
| Fidelity Adv Value Strat B (FASBX) | 7 | -11.05 | -2.1 | -5.04 | Dreyf MidCap Idx |
| Fidelity Adv Value Strat T (FASPX) | 7 | -10.63 | -1.54 | -4.47 | Dreyf MidCap Idx |
| Fidelity Asset Manager: Growth (FASGX) | 7 | -4.25 | -2.62 | -2.17 | Vang Bal Idx |
| Fidelity Blue Chip Growth (FBGRX) | 7 | -3.23 | -3.54 | -0.92 | Vang 500 Idx |
| Fidelity Large Cap Stock (FLCSX) | 5 | -1.41 | -4.53 | -0.07 | Vang 500 Idx |
| Fidelity Spartan 500 Index (FSMKX) | 5 | -0.05 | -0.05 | -0.13 | Vang 500 Idx |
| Fidelity Spartan Ext Mkt Index (FSEMX) | 5 | -1.41 | -14.07 | -7.6 | Dreyf MidCap Idx |
| Fidelity Spartan U.S. Eq Index (FUSEX) | 5 | -0.04 | -0.07 | -0.14 | Vang 500 Idx |
| Fifth Third Balanced Inv A (FSBFX) | 10 | -7.91 | -2.89 | -2.12 | Vang Bal Idx |
| Fifth Third Equity Index Instl (KNIEX) | 8 | -0.21 | -0.22 | -0.29 | Vang 500 Idx |
| Fifth Third Intl GDP Instl (KNINX) | 8 | -0.01 | -0.76 | -0.79 | Schwab Intl Idx |
| Fifth Third Mid Cap Growth A (FSMCX) | 10 | -14.07 | -8.78 | -9.45 | Dreyf MidCap Idx |
| Fifth Third Quality Growth Inv A (FSQGX) | 10 | -10.88 | -3.6 | -1.87 | Vang 500 Idx |
| First American Equity Index B (FAEQX) | 9 | -0.86 | -1.08 | -1.26 | Vang 500 Idx |
| First American Equity Index Y (FEIIX) | 9 | -0.09 | -0.23 | -0.28 | Vang 500 Idx |
| First American Strat Gr & Inc Alloc S (FSGNX) | 6 | -1.12 | -0.61 | -2.12 | Vang Bal Idx |
| First American Strat Growth Alloc S (FAGSX) | 6 | -5.73 | -3.97 | -3.27 | Vang Bal Idx |
| First American Technology A (FATAX) | 7 | -1.65 | -11.73 | -8.05 | Specialty-Tech |
| First American Technology B (FITBX) | 7 | -2.15 | -12.13 | -8.72 | Specialty-Tech |
| First American Technology Y (FATCX) | 7 | -1.5 | -11.57 | -7.79 | Specialty-Tech |
| First Invest Blue Chip A (FIBCX) | 6 | -3.39 | -3.38 | -2.89 | Vang 500 Idx |
| First Invest Special Sit A (FISSX) | 12 | -6.14 | -11.4 | -5.28 | Vang SmCap Idx |
| Firsthand Technology Value (TVFQX) | 9 | -14.62 | -4.33 | -1.95 | Specialty-Tech |
| Flex-funds Highlands Growth (FLCGX) | 6 | -2.45 | -1.85 | -1.74 | Vang 500 Idx |
| Fountainhead Special Value (KINGX) | 6 | -18.89 | -23 | -6.06 | Dreyf MidCap Idx |
| Franklin Flex Cap Growth A (FKCGX) | 10 | -6.18 | -18.16 | -2.29 | Dreyf MidCap Idx |
| Franklin Flex Cap Growth C (FCIIX) | 6 | -6.76 | -18.78 | -3.06 | Dreyf MidCap Idx |
| Franklin Global Health A (FKGHX) | 8 | -7.71 | -0.53 | -7.15 | Specialty-Health |
| Franklin Global Health C (FGIIX) | 6 | -8.24 | -1.26 | -7.85 | Specialty-Health |
| Franklin Real Estate Secur A (FREEX) | 5 | -2.42 | -0.44 | -0.27 | Specialty-RealEst |
| Franklin Real Estate Secur Adv (FRLAX) | 5 | -2.24 | -0.19 | -0.01 | Specialty-RealEst |
| Franklin Real Estate Secur C (FRRSX) | 5 | -3.24 | -1.29 | -1.02 | Specialty-RealEst |
| Franklin Small-Mid Cap Cap Growth A (FRSGX) | 11 | -10.71 | -19.72 | -5.82 | Dreyf MidCap Idx |
| Franklin Small-Mid Cap Growth Adv (FSGAX) | 6 | -10.53 | -19.54 | -5.57 | Dreyf MidCap Idx |
| Franklin Small-Mid Cap Growth C (FRSIX) | 7 | -11.27 | -20.33 | -6.57 | Dreyf MidCap Idx |
| Fremont Structured Core (FEQFX) | 5 | -2.51 | -0.78 | -2.84 | Vang 500 Idx |
| Fremont U.S. Small Cap (FUSSX) | 5 | -20.96 | -25.84 | -6.1 | Dreyf MidCap Idx |
| Gabelli Growth (GABGX) | 8 | -11.51 | -10.13 | -2.63 | Vang 500 Idx |
| Gabelli Westwood Sm Cap Ret (WESCX) | 6 | -9.2 | -13.29 | -2.9 | Vang SmCap Idx |
| GE International Equity A (GEICX) | 9 | -7.02 | -1.89 | -0.97 | Schwab Intl Idx |
| GMO Real Estate III (GMORX) | 7 | -3.27 | -0.26 | -2.32 | Specialty-RealEst |
| Goldman Sachs Balanced C (GSBCX) | 6 | -0.51 | -0.41 | -4.11 | Vang Bal Idx |
| Goldman Sachs Cap Growth B (GSCBX) | 6 | -2.45 | -2.38 | -0.35 | Vang 500 Idx |
| Goldman Sachs Cap Growth C (GSPCX) | 6 | -2.44 | -2.37 | -0.34 | Vang 500 Idx |
| Goldman Sachs Core Large Cap Grth A (GLCGX) | 6 | -4.18 | -9.17 | -4.1 | Vang 500 Idx |
| Goldman Sachs Core Large Cap Grth B (GCLCX) | 6 | -4.68 | -9.72 | -4.78 | Vang 500 Idx |
| Goldman Sachs Core Large Cap Grth C (GLCCX) | 6 | -4.75 | -9.72 | -4.8 | Vang 500 Idx |
| Goldman Sachs Intl Equity B (GSEBX) | 7 | -3.44 | -1.31 | -0.44 | Schwab Intl Idx |
| Goldman Sachs Intl Equity C (GSICX) | 6 | -3.45 | -1.3 | -0.43 | Schwab Intl Idx |
| Grand Prix A (GPFFX) | 5 | -24.96 | -45.41 | -8.91 | Dreyf MidCap Idx |
| Green Century Balanced (GCBLX) | 8 | -15.61 | -10.72 | -0.14 | Vang SmCap Idx |
| Guardian Asset Allocation A (GUAAX) | 8 | -11.31 | -6.65 | -3.39 | Vang Bal Idx |
| Guardian Baillie Intl A (GUBGX) | 10 | -3.27 | -3.6 | -0.87 | Schwab Intl Idx |
| Hancock Balanced B (SVBBX) | 10 | -9.7 | -3.24 | -5.52 | Vang Bal Idx |
| Hancock Financial Indust A (FIDAX) | 7 | -4.71 | -7.41 | -4.67 | Specialty-Financial |
| Hancock Financial Indust B (FIDBX) | 6 | -5.27 | -8.06 | -5.35 | Specialty-Financial |
| Hancock Small Cap Growth A (TAEMX) | 7 | -9.7 | -15.9 | -2.45 | Vang SmCap Idx |
| Hancock Small Cap Growth B (TSEGX) | 7 | -10.47 | -16.56 | -3.21 | Vang SmCap Idx |
| Hancock Technology A (NTTFX) | 20 | -7.84 | -5.55 | -5.1 | Specialty-Tech |
| Hancock Technology B (FGTBX) | 9 | -8.16 | -5.94 | -5.71 | Specialty-Tech |
| Harbor Capital Appreciation (HACAX) | 13 | -7.65 | -8.24 | -0.75 | Vang 500 Idx |
| Hartford Advisers A (ITTAX) | 7 | -3.17 | -1 | -0.55 | Vang Bal Idx |
| Hartford Advisers B (IHABX) | 7 | -3.81 | -1.67 | -1.27 | Vang Bal Idx |
| Hartford Advisers C (HAFCX) | 5 | -3.78 | -1.63 | -1.3 | Vang Bal Idx |
| Hartford Advisers HLS IA (HADAX) | 20 | -3.73 | -1.45 | -2.84 | Vang Bal Idx |
| Hartford Stock B (ITSBX) | 7 | -2.23 | -0.99 | -0.24 | Vang 500 Idx |
| Hartford Stock C (HSFCX) | 5 | -2.06 | -0.87 | -0.18 | Vang 500 Idx |
| HighMark Balanced Fid (HMBAX) | 12 | -3.32 | -2.33 | -4.08 | Vang Bal Idx |
| HighMark Balanced Ret A (HMBRX) | 10 | -3.54 | -2.58 | -4.33 | Vang Bal Idx |
| Hodges (HDPMX) | 10 | -7.58 | -8.89 | -5.22 | Vang SmCap Idx |
| Holland Balanced (HOLBX) | 7 | -1.02 | -1.4 | -0.72 | Vang Bal Idx |
| Icon Consumer Discretion (ICCCX) | 6 | -9.86 | -0.62 | -6.49 | Dreyf MidCap Idx |
| Idex LKCM Strategic Total Ret B (IEQBX) | 7 | -1.66 | -1.36 | -3.36 | Vang Bal Idx |
| Idex LKCM Strategic Total Ret M (IEQCX) | 8 | -1.48 | -1.24 | -3.25 | Vang Bal Idx |
| ING Growth A (AEGAX) | 6 | -5.17 | -8.76 | -2.86 | Vang 500 Idx |
| ING Growth I (AEGRX) | 6 | -5.03 | -8.58 | -2.63 | Vang 500 Idx |
| ING Growth+Value A (NSGVX) | 6 | -21.57 | -29.88 | -10.96 | Dreyf MidCap Idx |
| ING Growth+Value C (NCGVX) | 6 | -21.96 | -30.37 | -11.63 | Dreyf MidCap Idx |
| ING Intl Growth A (AEIAX) | 7 | -14.14 | -8.5 | -2.4 | Schwab Intl Idx |
| ING Intl Growth I (AEIGX) | 7 | -13.89 | -8.25 | -2.11 | Schwab Intl Idx |
| ING Small Cap Oppty A (NSPAX) | 5 | -20.92 | -23.27 | -1.33 | Vang SmCap Idx |
| ING Small Cap Oppty C (NSPCX) | 5 | -21.31 | -23.76 | -2.04 | Vang SmCap Idx |
| INVESCO Balanced Inv (IMABX) | 7 | -6.47 | -5.31 | -3.09 | Vang Bal Idx |
| INVESCO Dynamics Inv (FIDYX) | 9 | -15.04 | -24.53 | -8.06 | Dreyf MidCap Idx |
| INVESCO S&P 500 Index Inv (ISPIX) | 5 | -0.74 | -0.71 | -0.41 | Vang 500 Idx |
| INVESCO Small Co Growth Inv (FIEGX) | 6 | -13.24 | -20.83 | -6.05 | Dreyf MidCap Idx |
| INVESCO Telecom Inv (ISWCX) | 6 | -9.04 | -10.55 | -5.04 | Specialty-Commun |
| IPO Plus Aftermarket (IPOSX) | 5 | -3.96 | -39.85 | -18.39 | Dreyf MidCap Idx |
| IPS Millennium (IPSMX) | 8 | -3.68 | -18.55 | -0.06 | Vang 500 Idx |
| Ivy Global Science & Tech A (IVTAX) | 7 | -1.95 | -9.67 | -10.83 | Specialty-Tech |
| Ivy Global Science & Tech B (IVTBX) | 7 | -2.39 | -10.08 | -11.49 | Specialty-Tech |
| Ivy Global Science & Tech C (IVTCX) | 7 | -2.42 | -10.08 | -11.46 | Specialty-Tech |
| Ivy US Emerging Growth A (IVEGX) | 10 | -17.51 | -32.06 | -15.65 | Dreyf MidCap Idx |
| Janus Special Situations (JASSX) | 6 | -8.05 | -20.57 | -6.97 | Dreyf MidCap Idx |
| JP Morgan Disc Eqty Instl (JPIEX) | 5 | -1.84 | -1.3 | -0.98 | Vang 500 Idx |
| JP Morgan Fleming Intl Instl Equity (JNUSX) | 9 | -1.03 | -0.59 | -0.76 | Schwab Intl Idx |
| JP Morgan Tax-Aware Disc Inst (JPDEX) | 6 | -1.43 | -0.28 | -0.36 | Vang 500 Idx |
| Kopp Emerging Growth A (KOPPX) | 5 | -29.88 | -27.19 | -4 | Vang SmCap Idx |
| Lake Forest Core Equity (LFCEX) | 8 | -5.84 | -3.86 | -4.46 | Vang 500 Idx |