| The following table lists all of the "weak" NO-ALARM funds in this month's FundAlarm database. We define a "weak" NO-ALARM fund as any fund which, even though it is NO-ALARM, has still performed worse than the average fund in its benchmark/style peer group for the past 12 months, three years and five years. | ||
| Funds are sorted alphabetically. | ||
| This NO-ALARM fund..... | Has performed worse than the average fund in this benchmark/style peer group... |
|---|---|
| American Century Balanced Adv (TWBAX) | Vang Bal Idx / Value |
| American Century Balanced Inv (TWBIX) | Vang Bal Idx / Value |
| American Century Inc & Grow Inv (BIGRX) | Vang 500 Idx / Value |
| American Century Inc & Growth Adv (AMADX) | Vang 500 Idx / Value |
| American Century Inc & Growth Instl (AMGIX) | Vang 500 Idx / Value |
| American Funds Inv Company of America A (AIVSX) | Vang 500 Idx / Value |
| BlackRock Small Cap Val Svc (PSESX) | Vang SmCap Idx / Value |
| BlackRock Small Cap Value Inst (PNSEX) | Vang SmCap Idx / Value |
| BlackRock Small Cap Value Inv A (PSEIX) | Vang SmCap Idx / Value |
| California Investment S&P 500 Index (SPFIX) | Vang 500 Idx / Blend |
| Columbia Small Cap Value B (CSSBX) | Vang SmCap Idx / Value |
| Consulting Group Large Cap Val (TLVUX) | Vang 500 Idx / Value |
| Delaware Large Cap Value A (DELDX) | Vang 500 Idx / Value |
| Delaware Large Cap Value Inst (DEDIX) | Vang 500 Idx / Value |
| Dimensional Large Cap International (DFALX) | Schwab Intl Idx / Blend |
| Dreyfus Large Company Value (DLCVX) | Vang 500 Idx / Value |
| Dreyfus Premier Intl Opp C (DPCVX) | Schwab Intl Idx / Value |
| Dreyfus Premier Value A (DRSIX) | Vang 500 Idx / Value |
| Enterprise Small Co Value A (ENSPX) | Vang SmCap Idx / Value |
| Enterprise Small Co Value B (ESCBX) | Vang SmCap Idx / Value |
| Evergreen Growth & Income B (EGIBX) | Vang 500 Idx / Blend |
| Federated Stock (FSTKX) | Vang 500 Idx / Value |
| Fidelity Adv Equity Inc B (FEIBX) | Vang 500 Idx / Value |
| Fidelity Equity-Income (FEQIX) | Vang 500 Idx / Value |
| First American Equity-Inc Y (FAQIX) | Vang 500 Idx / Value |
| Frank Russell Quant Equity S (RQESX) | Vang 500 Idx / Blend |
| Gateway Fund (GATEX) | Vang 500 Idx / Value |
| GMO U.S. Core III (GMCTX) | Vang 500 Idx / Value |
| GMO U.S. Core IV (GMRFX) | Vang 500 Idx / Value |
| Hartford Dividend & Growth B (ITDGX) | Vang 500 Idx / Value |
| ICAP Discretionary Equity (ICDEX) | Vang 500 Idx / Value |
| ICAP Equity (ICAEX) | Vang 500 Idx / Value |
| JP Morgan Equity Income Select (HLIEX) | Vang 500 Idx / Value |
| JP Morgan Growth & Inc A (VGRIX) | Vang 500 Idx / Value |
| JP Morgan Growth & Inc B (VINBX) | Vang 500 Idx / Value |
| Lazard Equity Instl (LZEQX) | Vang 500 Idx / Value |
| Managers Value (MGIEX) | Vang 500 Idx / Value |
| Marshall Equity-Income Inv (MREIX) | Vang 500 Idx / Value |
| Merrill Focus Value A (MDPNX) | Vang 500 Idx / Value |
| Merrill Focus Value I (MAPNX) | Vang 500 Idx / Value |
| Morgan Stanley Income Builder B (INBBX) | Vang Bal Idx / Value |
| Nations Value Inv B (NVLNX) | Vang 500 Idx / Value |
| Oppenheimer Quest Value A (QFVFX) | Vang 500 Idx / Value |
| Oppenheimer Quest Value B (QFVBX) | Vang 500 Idx / Value |
| Oppenheimer Quest Value C (QFVCX) | Vang 500 Idx / Value |
| Pioneer Value A (PIOTX) | Vang 500 Idx / Value |
| Pioneer Value B (PBOTX) | Vang 500 Idx / Value |
| Principal Capital Value A (PCACX) | Vang 500 Idx / Value |
| Principal Capital Value B (PCCBX) | Vang 500 Idx / Value |
| Putnam Fund for Growth & Inc A (PGRWX) | Vang 500 Idx / Value |
| Putnam Fund for Growth & Inc B (PGIBX) | Vang 500 Idx / Value |
| Putnam Fund for Growth & Inc C (PGRIX) | Vang 500 Idx / Value |
| Putnam Fund for Growth & Inc M (PGRMX) | Vang 500 Idx / Value |
| Putnam Fund for Growth & Inc Y (PGIYX) | Vang 500 Idx / Value |
| Putnam Intl Gr & Inc A (PNGAX) | Schwab Intl Idx / Value |
| Putnam Intl Gr & Inc B (PGNBX) | Schwab Intl Idx / Value |
| Schwab International Index Sel (SWISX) | Schwab Intl Idx / Blend |
| Sentinel Intl Eq A (SWRLX) | Schwab Intl Idx / Value |
| SM&R Equity Income T (AMNIX) | Vang 500 Idx / Value |
| Sterling Capital Bal Instl (SPBPX) | Vang Bal Idx / Value |
| Strategic Partners Small Company C (GCSVX) | Vang SmCap Idx / Value |
| Strategic Partners Small Company L (GASVX) | Vang SmCap Idx / Value |
| USAA Income Stock (USISX) | Vang 500 Idx / Value |
| Van Kampen Growth & Income B (ACGJX) | Vang 500 Idx / Value |
| Van Kampen Growth & Income C (ACGKX) | Vang 500 Idx / Value |
| Vanguard 500 Index Adm (VFIAX) | Vang 500 Idx / Blend |
| Vanguard Dividend Growth (VDIGX) | Vang 500 Idx / Value |
| Vanguard Instl Index (VINIX) | Vang 500 Idx / Blend |
| Vanguard Instl Index Instl Pl (VIIIX) | Vang 500 Idx / Blend |
| Vanguard Small Cap Index Adm (VSMAX) | Vang SmCap Idx / Blend |
| Vanguard Small Cap Index Instl (VSCIX) | Vang SmCap Idx / Blend |
| Vanguard Tax-Managed Growth (VTGIX) | Vang 500 Idx / Blend |
| Vanguard Tax-Mangd Growth Adm (VTGLX) | Vang 500 Idx / Blend |
| Wells Fargo Divers Equity I (NVDEX) | Vang 500 Idx / Blend |
| Wells Fargo Equity Income A (NVAEX) | Vang 500 Idx / Value |
| Wells Fargo Equity Income I (NVIEX) | Vang 500 Idx / Value |