| Fund | Fund return | Fund return vs. Vang Bal Idx | ||||
|---|---|---|---|---|---|---|
| 12 mo. | 3 yrs. | 5 yrs. | 12 mo. | 3 yrs. | 5 yrs. | |
| Vanguard Balanced Index (VBINX) | 7.41 | 12.64 | 4.76 | 0 | 0 | 0 |
| ABN AMRO Growth I (CTGIX) | 7.33 | 12.19 | 0.21 | -0.08 | -0.45 | -4.55 |
| ABN AMRO Growth N (CHTIX) | 7.05 | 11.89 | -0.07 | -0.36 | -0.75 | -4.83 |
| ABN AMRO/Montag Growth I (MCGIX) | 6.62 | 10.74 | -0.72 | -0.79 | -1.9 | -5.48 |
| ABN AMRO/Montag Growth N (MCGFX) | 6.33 | 10.42 | -1 | -1.08 | -2.22 | -5.76 |
| AIM Blue Chip A (ABCAX) | 7.15 | 12.55 | -2.46 | -0.26 | -0.09 | -7.22 |
| AIM Blue Chip B (ABCBX) | 6.42 | 11.79 | -3.1 | -0.99 | -0.85 | -7.86 |
| AIM Blue Chip C (ABCCX) | 6.42 | 11.79 | -3.1 | -0.99 | -0.85 | -7.86 |
| AIM Opportunities III A (LCPAX) | 4.75 | 10.45 | -4.4 | -2.66 | -2.19 | -9.16 |
| AIM Opportunities III B (LCPBX) | 4.08 | 9.73 | -5.05 | -3.33 | -2.91 | -9.81 |
| AIM Opportunities III C (LCPCX) | 4.08 | 9.73 | -5.05 | -3.33 | -2.91 | -9.81 |
| American Century Select Inv (TWCIX) | 2.73 | 11.91 | -1.55 | -4.68 | -0.73 | -6.31 |
| Ameristock (AMSTX) | 0.81 | 10.76 | 1.43 | -6.6 | -1.88 | -3.33 |
| Atlantic Whitehall Growth (WHGFX) | 6.92 | 11.39 | -1.63 | -0.49 | -1.25 | -6.39 |
| AXA Enterprise Growth A (ENGRX) | 5.96 | 9.85 | -1.43 | -1.45 | -2.79 | -6.19 |
| AXA Enterprise Growth B (ENGBX) | 5.37 | 9.22 | -1.98 | -2.04 | -3.42 | -6.74 |
| AXA Enterprise Growth C (ENGCX) | 5.35 | 9.24 | -1.97 | -2.06 | -3.4 | -6.73 |
| BB&T Large Cap Growth I (BLCTX) | 5.52 | 12.31 | -2.31 | -1.89 | -0.33 | -7.07 |
| BNY Hamilton Large Cap Growth Inst (BNLIX) | 6.67 | 10.33 | -3 | -0.74 | -2.31 | -7.76 |
| Bridgeway Blue Chip 35 Index (BRLIX) | 2.1 | 12.25 | 1.22 | -5.31 | -0.39 | -3.54 |
| Burnham A (BURHX) | 3.47 | 11.57 | -0.44 | -3.94 | -1.07 | -5.2 |
| Columbia Growth Stock Z (SRFSX) | 3.86 | 9.66 | -5.74 | -3.55 | -2.98 | -10.5 |
| Columbia Tax-Managed Growth I B (CTMBX) | 7 | 12.56 | -0.88 | -0.41 | -0.08 | -5.64 |
| Columbia Tax-Managed Growth I C (CTMCX) | 7 | 12.56 | -0.87 | -0.41 | -0.08 | -5.63 |
| Credit Suisse Sel Eqty A (CFFAX) | 3.61 | 12 | -1.46 | -3.8 | -0.64 | -6.22 |
| Dreyfus Appreciation (DGAGX) | 2.51 | 12.17 | 0.67 | -4.9 | -0.47 | -4.09 |
| Dreyfus Premier Core Equity A (DLTSX) | 1.37 | 9.96 | -0.57 | -6.04 | -2.68 | -5.33 |
| Dreyfus Premier Core Equity B (DPEBX) | 0.59 | 9.13 | -1.32 | -6.82 | -3.51 | -6.08 |
| Dreyfus Premier Tax-Mgd Growth B (DPTMX) | 0.32 | 9.95 | -0.92 | -7.09 | -2.69 | -5.68 |
| EquiTrust Blue Chip B (FBBLX) | 3.2 | 12.38 | 0.16 | -4.21 | -0.26 | -4.6 |
| Federated Large Cap Growth B (FLGBX) | 6.23 | 12.19 | -4.18 | -1.18 | -0.45 | -8.94 |
| Fidelity Adv Dividend Growth B (FADBX) | 7.26 | 11.97 | 0.93 | -0.15 | -0.67 | -3.83 |
| Fidelity Adv Dividend Growth C (FDGCX) | 7.34 | 12.02 | 0.98 | -0.07 | -0.62 | -3.78 |
| Fidelity Growth & Income (FGRIX) | 5.47 | 12.35 | 1.51 | -1.94 | -0.29 | -3.25 |
| First Funds Core Equity A (FFGIX) | -0.13 | 11.28 | -1.77 | -7.54 | -1.36 | -6.53 |
| First Funds Core Equity I (MGEQX) | 0.15 | 11.58 | -1.54 | -7.26 | -1.06 | -6.3 |
| First Source Divers Equity (FMDEX) | 4.1 | 12.07 | -1.86 | -3.31 | -0.57 | -6.62 |
| Gateway (GATEX) | 5.37 | 9.35 | 3.43 | -2.04 | -3.29 | -1.33 |
| Hennessy Total Return (HDOGX) | 1.86 | 10.72 | 3.17 | -5.55 | -1.92 | -1.59 |
| Jensen J (JENSX) | 0.67 | 10.05 | 2.99 | -6.74 | -2.59 | -1.77 |
| JHancock Sovereign Investor A (SOVIX) | 5.32 | 11.46 | 0.99 | -2.09 | -1.18 | -3.77 |
| JHancock Sovereign Investor B (SOVBX) | 4.65 | 10.71 | 0.29 | -2.76 | -1.93 | -4.47 |
| JHancock U.S. Global Leaders Growth A (USGLX) | 5.24 | 11.68 | 2.29 | -2.17 | -0.96 | -2.47 |
| JHancock U.S. Global Leaders Growth C (USLCX) | 4.43 | 10.84 | 1.53 | -2.98 | -1.8 | -3.23 |
| Kelmoore Strategy A (KSAIX) | 7.38 | 8.78 | -3.02 | -0.03 | -3.86 | -7.78 |
| Kelmoore Strategy C (KSOIX) | 6.5 | 7.99 | -3.78 | -0.91 | -4.65 | -8.54 |
| Managers 20 B (MTWBX) | 0.43 | 11.15 | -11.3 | -6.98 | -1.49 | -16.06 |
| MassMutual Select Growth Equity A (MGQAX) | 4.57 | 11.1 | -4.04 | -2.84 | -1.54 | -8.8 |
| Memorial Growth Equity Instl (MFGIX) | 6.83 | 10.72 | -0.77 | -0.58 | -1.92 | -5.53 |
| MMA Praxis Core Stock B (MMPGX) | 4.18 | 11.05 | 0.23 | -3.23 | -1.59 | -4.53 |
| MSB (MSBFX) | 1.15 | 10.04 | 1.38 | -6.26 | -2.6 | -3.38 |
| North Track S&P 100 Index A (PPSPX) | 2.14 | 11.92 | -1.35 | -5.27 | -0.72 | -6.11 |
| Nuveen Rittenhouse Growth A (NRGAX) | 2.56 | 9.1 | -3.81 | -4.85 | -3.54 | -8.57 |
| Nuveen Rittenhouse Growth B (NRGBX) | 1.81 | 8.3 | -4.53 | -5.6 | -4.34 | -9.29 |
| Phoenix Large Cap Growth A (SGCRX) | 3.24 | 10.03 | -3.34 | -4.17 | -2.61 | -8.1 |
| Phoenix Strategic Growth B (PBTHX) | 4.89 | 12.48 | -6.22 | -2.52 | -0.16 | -10.98 |
| Pioneer Growth A (MOMGX) | 5.51 | 12.46 | -4.32 | -1.9 | -0.18 | -9.08 |
| Pioneer Growth B (PBMGX) | 4.45 | 11.41 | -5.18 | -2.96 | -1.23 | -9.94 |
| Pioneer Growth C (PCMGX) | 4.5 | 11.47 | -5.09 | -2.91 | -1.17 | -9.85 |
| RiverSource New Dimensions A (INNDX) | 6.04 | 10.81 | -0.64 | -1.37 | -1.83 | -5.4 |
| RiverSource New Dimensions B (INDBX) | 5.24 | 9.96 | -1.41 | -2.17 | -2.68 | -6.17 |
| RiverSource New Dimensions C (ANDCX) | 5.25 | 9.96 | -1.42 | -2.16 | -2.68 | -6.18 |
| RiverSource New Dimensions Y (IDNYX) | 6.24 | 11.02 | -0.48 | -1.17 | -1.62 | -5.24 |
| Security Equity A (SECEX) | 6.51 | 12.58 | -0.41 | -0.9 | -0.06 | -5.17 |
| Security Equity B (SEQBX) | 5.76 | 11.77 | -1.2 | -1.65 | -0.87 | -5.96 |
| Smith Barney Divers Large Growth A (CFLGX) | 1.74 | 8.33 | -2.5 | -5.67 | -4.31 | -7.26 |
| Smith Barney Dividend Strategy 1 (CSGWX) | 2.78 | 11.41 | -2.24 | -4.63 | -1.23 | -7 |
| Smith Barney Dividend Strategy A (GROAX) | 2.47 | 10.84 | -2.87 | -4.94 | -1.8 | -7.63 |
| Smith Barney Dividend Strategy B (GROBX) | 1.72 | 9.96 | -3.64 | -5.69 | -2.68 | -8.4 |
| Smith Barney Social Awareness A (SSIAX) | 2.88 | 11.1 | 0.82 | -4.53 | -1.54 | -3.94 |
| Smith Barney Social Awareness B (SESIX) | 2.01 | 10.2 | 0 | -5.4 | -2.44 | -4.76 |
| STI Classic Capital Apprec A (STCIX) | 3.09 | 9.45 | -1.17 | -4.32 | -3.19 | -5.93 |
| STI Classic Capital Apprec C (STCFX) | 2.56 | 8.97 | -1.62 | -4.85 | -3.67 | -6.38 |
| STI Classic Capital Apprec I (STCAX) | 3.65 | 10.12 | -0.54 | -3.76 | -2.52 | -5.3 |
| STI Classic Quality Growth Stock C (STTFX) | 4.45 | 10.58 | -2.07 | -2.96 | -2.06 | -6.83 |
| STI Classic Quality Growth Stock I (STTAX) | 5.52 | 11.74 | -1.04 | -1.89 | -0.9 | -5.8 |
| SunAmerica Blue Chip Growth A (SVLAX) | 5.61 | 11.62 | -3.33 | -1.8 | -1.02 | -8.09 |
| SunAmerica Blue Chip Growth B (SVLBX) | 4.81 | 10.83 | -4.05 | -2.6 | -1.81 | -8.81 |
| SunAmerica Growth & Income B (SEIBX) | 2.64 | 12.54 | -2.91 | -4.77 | -0.1 | -7.67 |
| Thrivent Large Cap Stock B (BBLGX) | 6.04 | 12.02 | -1.22 | -1.37 | -0.62 | -5.98 |
| Wells Fargo Adv Growth & Income Inv (SGRIX) | 1.31 | 12.12 | -0.64 | -6.1 | -0.52 | -5.4 |
| Wells Fargo Adv Large Co Core A (SLGAX) | 1.5 | 12.6 | 1.82 | -5.91 | -0.04 | -2.94 |
| Wells Fargo Adv Large Co Core Z (WLCZX) | 1.35 | 12.55 | 1.79 | -6.06 | -0.09 | -2.97 |
| Frontier MicroCap (FEFPX) | -25.86 | -23.17 | -35.96 | -33.27 | -35.81 | -40.72 |
| Van Wagoner Emerging Growth (VWEGX) | -3.6 | 2.46 | -25.17 | -11.01 | -10.18 | -29.93 |
| Van Wagoner Small Cap Growth (VWMCX) | 2.85 | 4.77 | -11.64 | -4.56 | -7.87 | -16.4 |