| Large-Cap Growth Fund |
Median Mkt Cap ($MM) |
Mgr. Tenure (yrs) |
Fund vs. Vang 500 Idx 12 Mo. |
Fund vs. Vang 500 Idx 3 Yrs. |
Fund vs. Vang 500 Idx 5 Yrs. | Alarm status |
|---|---|---|---|---|---|---|
| Accessor Growth (AGROX) | 125000 | 1 | 19.31 | 6.39 | 3.82 | NO-ALARM |
| Advantus Horizon B (ADHBX) | 55000 | 3 | 2.64 | -3.35 | NA | |
| Aetna Growth A (AEGAX) | 43000 | 2 | 6.6 | -0.98 | NA | |
| Aetna Growth I (AEGRX) | 43000 | 2 | 6.93 | -0.29 | -1.09 | |
| AIM Constellation A (CSTGX) | 5200 | 5 | -13.07 | -14.63 | -9.64 | 3-ALARM |
| AIM Constellation C (CSTCX) | 5200 | 2 | -14.01 | NA | NA | |
| AIM Select Growth A (AGWFX) | 13000 | 2 | 2.85 | -5.75 | -5.86 | |
| AIM Summit (SMMIX) | 14000 | 4 | 10.91 | -1.04 | -2.06 | |
| AIM Weingarten A (WEINX) | 50000 | 6 | 7.31 | -2.07 | -2.65 | |
| AIM Weingarten B (BWEIX) | 50000 | 3 | 6.32 | -3.06 | NA | |
| Alger Capital Apprec Retire (ALARX) | 40000 | 5 | 62.14 | 12.33 | 9.09 | NO-ALARM |
| Alger Capital Appreciation A (ACAAX) | 45000 | 3 | 29.94 | NA | NA | |
| Alger Capital Appreciation B (ACAPX) | 45000 | 5 | 28.89 | 0.07 | 7.87 | NO-ALARM |
| Alger Growth A (ALGAX) | 58000 | 3 | 21.66 | NA | NA | |
| Alger Growth B (AFGPX) | 58000 | 9 | 20.6 | 0.22 | -0.48 | |
| Alger MidCap Growth B (AMCGX) | 5400 | 5 | -0.09 | -10 | -3.68 | 3-ALARM |
| Alger MidCap Growth Retire (ALMRX) | 5500 | 5 | 7.4 | -4.17 | 2.63 | |
| Alleghany/Chicago Trust Growth & Inc (CHTIX) | 21000 | 4 | 6.23 | 1.35 | 0.59 | NO-ALARM |
| Alleghany/Montag Growth N (MCGFX) | 77000 | 5 | 7.19 | 3.97 | NA | |
| Alliance Growth Investors A (AGIAX) | 66000 | 2 | -0.83 | -10.79 | -10.65 | 3-ALARM |
| Alliance Premier Growth A (APGAX) | 79000 | 7 | 17.08 | 8.41 | 4.86 | NO-ALARM |
| Alliance Premier Growth Adv (APGYX) | 79000 | 2 | 17.56 | NA | NA | |
| Alliance Premier Growth B (APGBX) | 79000 | 7 | 16.19 | 7.51 | 4.02 | NO-ALARM |
| Alliance Premier Growth C (APGCX) | 79000 | 6 | 16.19 | 7.53 | 4.02 | NO-ALARM |
| American Capital Exchange (ACEHX) | 93000 | 7 | -3.16 | -1.64 | -1.08 | 3-ALARM |
| American Cent Growth Adv (TCRAX) | 75000 | 1 | 8.55 | NA | NA | |
| American Cent Growth Inv (TWCGX) | 75000 | 1 | 8.85 | 0.51 | -5.13 | |
| American Cent Select Inv (TWCIX) | 104000 | 2 | 10.92 | 2.46 | -3.64 | |
| American Cent Ultra Inv (TWCUX) | 101000 | 8 | 9.49 | -1.07 | -3.18 | |
| Armada Equity Growth A (AEQRX) | 76000 | 1 | 1.89 | 0.64 | -2.38 | |
| Armada Equity Growth I (AEQIX) | 76000 | 1 | 2.23 | 0.95 | -2.1 | |
| ASAF Janus Capital Growth B (JCGBX) | 100000 | 2 | 42.5 | NA | NA | |
| ASAF Janus Capital Growth C (JCGCX) | 100000 | 2 | 42.66 | NA | NA | |
| Babson Growth (BABSX) | 21000 | 3 | -1.73 | -2.74 | -3.57 | 3-ALARM |
| Bear Stearns S&P Stars A (BSPAX) | 32000 | 1 | 8.93 | 0.49 | NA | |
| Berger 100 (BEONX) | 7700 | 2 | -16.38 | -14.47 | -13.13 | 3-ALARM |
| Berger Select (BESLX) | 5700 | 2 | 16.23 | NA | NA | |
| BlackRock Large Cap Growth Is (PNAPX) | 94000 | 2 | 11.96 | 2.37 | -0.82 | |
| Bonnel Growth (ACBGX) | 7300 | 5 | 0.78 | -7.08 | NA | |
| Boston 1784 Growth & Income (SEGWX) | 31000 | 6 | -6.24 | -7.62 | -6.82 | 3-ALARM |
| Bramwell Growth (BRGRX) | 22000 | 5 | 1.76 | -2.21 | NA | |
| Brandywine (BRWIX) | 8300 | 7 | -19.41 | -17.66 | -11.99 | 3-ALARM |
| Brandywine Blue (BLUEX) | 7700 | 6 | -19.61 | -16.74 | -10.77 | 3-ALARM |
| Bridgeway Social Responsblty (BRSRX) | 49000 | 5 | 5.65 | 0.34 | NA | |
| Calvert Capital Accumulate A (CCAFX) | 5200 | 5 | -9.67 | -9.37 | NA | |
| Calvert Social Inv Equity A (CSIEX) | 15000 | 1 | -11.86 | -10.13 | -12.25 | 3-ALARM |
| Capital Exchange (CAPEX) | 23000 | 9 | -4.66 | -1.44 | -0.48 | 3-ALARM |
| Cappiello-Rushmore Growth (CRGRX) | 6000 | 7 | -10.39 | -13.91 | -9.11 | 3-ALARM |
| Chase Equity-Growth Prem (RITEX) | 97000 | 5 | 17.39 | 5.98 | 0.62 | NO-ALARM |
| Chase Vista Select Large Cap Gr (VSLGX) | 72000 | 3 | 16.6 | NA | NA | |
| CitiFunds Large Cap Growth A (CFLGX) | 76000 | 3 | 5.59 | -1.39 | -3.06 | |
| Citizens Emerging Growth (WAEGX) | 5500 | 5 | -0.69 | -6.21 | -2.6 | 3-ALARM |
| Citizens Index (WAIDX) | 61000 | 1 | 10.94 | 6.14 | NA | |
| Columbia Common Stock (CMSTX) | 63000 | 1 | 3.24 | -3.19 | -3.17 | |
| Columbia Growth (CLMBX) | 46000 | 7 | 4.56 | -0.76 | -1.86 | |
| Commerce Growth Instl (CFGRX) | 18000 | 3 | -2.69 | -2.77 | NA | |
| Concert Invmt Growth 1 (CSGWX) | 47000 | 1 | 3.19 | -3.07 | -3.57 | |
| Concert Invmt Growth B (GROBX) | 47000 | 1 | 1.98 | -4.59 | NA | |
| Concert Invmt Peach Gr A (SBOAX) | 24000 | 2 | 0.96 | -10.97 | NA | |
| Concert Invmt Peach Gr B (SBOBX) | 24000 | 2 | -0.01 | -11.88 | NA | |
| Consulting Group Large Cap Gr (TLGUX) | 70000 | 1 | 9.25 | 1.68 | -0.29 | |
| Countrywide Aggressive Grth (CAGFX) | 9700 | 3 | -3.07 | -8.95 | NA | |
| Countrywide Growth/Value (CGVFX) | 39000 | 4 | 11.36 | -2.32 | NA | |
| Cutler Equity-Income (CEIFX) | 61000 | 7 | -7.05 | -4.72 | -4.38 | 3-ALARM |
| Diversified Inv Equity Grth (DVEGX) | 85000 | 5 | 15.41 | 1.15 | -3.54 | |
| Diversified Inv Growth & Inc (DVGIX) | 56000 | 5 | 3.75 | 1.59 | -1.33 | |
| Dreyfus Premier Wldwide Gr A (PGROX) | 84000 | 6 | -4.47 | -3.85 | -4 | 3-ALARM |
| Dreyfus Premier Wldwide Gr B (PGWBX) | 84000 | 6 | -5.26 | -4.79 | -4.9 | 3-ALARM |
| Dreyfus Third Century (DRTHX) | 54000 | 3 | 1.82 | -0.81 | -2.77 | |
| Eastcliff Total Return (EATRX) | 133000 | 4 | 11.3 | 0.75 | -2.93 | |
| Eaton Vance Growth & Inc A (EHSTX) | 18000 | 5 | -6.71 | -3.88 | -5.21 | 3-ALARM |
| Eaton Vance Tax-Mgd Growth A (ETTGX) | 23000 | 3 | -4.9 | -1.61 | NA | |
| Eaton Vance Tax-Mgd Growth B (EMTGX) | 23000 | 3 | -5.65 | -2.8 | NA | |
| Eaton Vance Tax-Mgd Growth C (ECTGX) | 23000 | 3 | -5.94 | NA | NA | |
| Enterprise Capital Apprec A (ENCAX) | 15000 | 12 | 1.16 | -5.41 | -6.62 | |
| Enterprise Growth A (ENGRX) | 82000 | 19 | 6.71 | 3.4 | 2.21 | NO-ALARM |
| Enterprise Growth B (ENGBX) | 82000 | 4 | 6.05 | 2.72 | NA | |
| Evergreen Aggressive Growth A (EAGAX) | 18000 | 16 | 8.31 | -10.7 | -8.89 | |
| Evergreen Blue Chip B (EKNBX) | 67000 | 4 | -6.21 | -4.65 | -5.35 | 3-ALARM |
| Evergreen Omega A (EKOAX) | 23000 | 10 | 2.36 | -5.23 | -5.43 | |
| Evergreen Strategic Growth A (EKJAX) | 53000 | 1 | 0.45 | NA | NA | |
| Evergreen Strategic Growth B (EKJBX) | 53000 | 4 | -0.3 | -2.9 | -5.84 | 3-ALARM |
| Excelsior Income & Growth (UMIGX) | 7000 | 9 | -21.29 | -14.51 | -11.92 | 3-ALARM |
| Excelsior Large Cap Growth (UMLGX) | 80000 | 2 | 49.51 | NA | NA | |
| Federated Growth Strat A (FGSAX) | 5200 | 4 | -6.93 | -4.89 | -5.11 | 3-ALARM |
| Federated Growth Strat B (FGSBX) | 5200 | 4 | -7.74 | -5.89 | NA | |
| Fidelity Adv Eqty Growth A (EPGAX) | 45000 | 2 | 14.93 | NA | NA | |
| Fidelity Adv Eqty Growth B (EPGBX) | 45000 | 2 | 13.99 | NA | NA | |
| Fidelity Adv Eqty Growth Instl (EQPGX) | 45000 | 2 | 15.49 | -0.19 | -0.52 | |
| Fidelity Adv Eqty Growth T (FAEGX) | 45000 | 2 | 14.72 | -0.89 | -1.32 | |
| Fidelity Aggressive Growth (FDEGX) | 22000 | 2 | 30.28 | 2.14 | 0.96 | NO-ALARM |
| Fidelity Blue Chip Growth (FBGRX) | 54000 | 3 | 6.45 | -0.95 | -2.24 | |
| Fidelity Contrafund (FCNTX) | 41000 | 9 | 5.43 | -2.56 | -2.76 | |
| Fidelity Contrafund II (FCONX) | 23000 | 1 | 1.37 | NA | NA | |
| Fidelity Export & Multinational (FEXPX) | 19000 | 1 | -1.12 | 4.45 | NA | |
| Fidelity Growth Company (FDGRX) | 21000 | 2 | 4.42 | -5.83 | -4.04 | |
| Fidelity Large Cap Stock (FLCSX) | 67000 | 1 | 11.75 | 0.51 | NA | |
| Fidelity Magellan (FMAGX) | 66000 | 3 | 7.1 | -2.16 | -3.55 | |
| Fidelity New Millennium (FMILX) | 6200 | 7 | 21.46 | 3.53 | 5.18 | NO-ALARM |
| Fidelity OTC (FOCPX) | 6900 | 2 | 11.48 | -1.49 | -2.5 | |
| Fidelity Retirement Growth (FDFFX) | 35000 | 3 | 4.28 | -5.96 | -7.06 | |
| Fifth Third Pinnacle A (FSPIX) | 39000 | 14 | 0.52 | 0.72 | -0.63 | |
| Fortis Capital A (FECLX) | 33000 | 3 | 1.63 | -4.18 | -5.33 | |
| Fortis Capital H (FECHX) | 32000 | 3 | 0.78 | -5.08 | NA | |
| Founders Blue Chip (FRMUX) | 77000 | 0 | -11.82 | -10.81 | -8.01 | 3-ALARM |
| Founders Growth (FRGRX) | 77000 | 1 | 2.74 | -3.73 | -2.62 | |
| Franklin DynaTech A (FKDNX) | 121000 | 17 | 6.08 | -2.75 | -4.48 | |
| Franklin Equity A (FKREX) | 16000 | 4 | -12.22 | -6.64 | -6.03 | 3-ALARM |
| Franklin Equity C (FREQX) | 16000 | 4 | -13.11 | -7.65 | NA | |
| Gabelli Growth (GABGX) | 38000 | 4 | 6.6 | 2.93 | 0.64 | NO-ALARM |
| GE Premier Growth Equity C (GEPCX) | 23000 | 3 | 11.81 | NA | NA | |
| Goldman Sachs Cap Growth A (GSCGX) | 42000 | 2 | 2.18 | 1.98 | -2.59 | |
| Goldman Sachs Cap Growth B (GSCBX) | 42000 | 2 | 1.23 | NA | NA | |
| Goldman Sachs Cap Growth C (GSPCX) | 42000 | 2 | 1.28 | NA | NA | |
| Goldman Sachs Core Lrg Cap A (GLCGX) | 84000 | 2 | 1.16 | NA | NA | |
| Goldman Sachs Core Lrg Cap B (GCLCX) | 84000 | 2 | 0.3 | NA | NA | |
| Goldman Sachs Core Lrg Cap C (GLCCX) | 84000 | 2 | 0.39 | NA | NA | |
| Hancock Growth A (JHNGX) | 95000 | 1 | 3.07 | -6.82 | -6.54 | |
| Hancock Growth B (JHGBX) | 95000 | 1 | 2.28 | -7.63 | -7.37 | |
| Harbor Capital Appreciation (HACAX) | 61000 | 9 | 14.49 | 4.2 | 2.64 | NO-ALARM |
| Harris Bretall Growth Equity (HBSSX) | 87000 | 3 | 11.35 | NA | NA | |
| Heritage Growth Equity C (HGECX) | 82000 | 4 | 13.11 | 5.88 | NA | |
| HighMark Growth Fiduciary (HMGRX) | 49000 | 1 | 2.32 | 0.51 | -1.71 | |
| IAI Growth (IAGRX) | 42000 | 4 | -3.59 | -7.92 | -7.86 | 3-ALARM |
| Idex Alger Aggressive Grth A (IAGAX) | 61000 | 3 | 28.18 | 1.35 | NA | |
| Idex Alger Aggressive Grth C (IAGCX) | 61000 | 3 | 27.65 | 1.02 | NA | |
| Idex JCC Growth A (IDETX) | 101000 | 4 | 42.43 | 8.17 | 3.68 | NO-ALARM |
| Idex JCC Growth B (IDEWX) | 101000 | 4 | 41.5 | 7.83 | NA | |
| Idex JCC Growth C (IDEUX) | 101000 | 4 | 41.6 | 7.87 | 3.33 | NO-ALARM |
| Idex JCC Growth T (TIDEX) | 101000 | 4 | 42.83 | NA | NA | |
| IDS Equity Select A (INVPX) | 7900 | 2 | -11.48 | -6.51 | -7.01 | 3-ALARM |
| IDS Growth A (INIDX) | 56000 | 7 | 0.47 | -3.64 | -0.95 | |
| IDS Growth B (IGRBX) | 56000 | 7 | -0.46 | -4.64 | NA | |
| IDS Growth Y (IGRYX) | 56000 | 4 | 0.52 | -3.4 | NA | |
| IDS New Dimensions A (INNDX) | 71000 | 8 | 2.1 | -1.99 | -2.68 | |
| IDS New Dimensions B (INDBX) | 71000 | 4 | 1.16 | -2.97 | NA | |
| IDS New Dimensions Y (IDNYX) | 71000 | 4 | 2.15 | -1.87 | NA | |
| Invesco Blue Chip Growth (FLRFX) | 129000 | 5 | 14.57 | 2.1 | -2.73 | |
| Invesco Endeavor (IVENX) | 75000 | 1 | NA | NA | NA | |
| IPS Millennium (IPSMX) | 17000 | 4 | 27.11 | 6.41 | NA | |
| ISG Large Cap Equity A (ILCAX) | 68000 | 7 | 7.22 | 1.72 | 0.33 | NO-ALARM |
| Ivy Growth A (IVYFX) | 9400 | 3 | -16.82 | -15.95 | -12.15 | 3-ALARM |
| Janus (JANSX) | 41000 | 13 | 16.54 | -0.01 | -1.71 | |
| Janus Equity-Income (JAEIX) | 22000 | 3 | 20.42 | NA | NA | |
| Janus Growth & Income (JAGIX) | 65000 | 2 | 13.63 | 4.99 | 1.87 | NO-ALARM |
| Janus Mercury (JAMRX) | 27000 | 6 | 46.57 | 5.61 | 4.19 | NO-ALARM |
| Janus Olympus (JAOLX) | 34000 | 2 | 47.97 | 10.96 | NA | |
| Janus Twenty (JAVLX) | 121000 | 2 | 61.38 | 19.91 | 9.95 | NO-ALARM |
| Kemper Growth A (KGRAX) | 52000 | 1 | -12.63 | -11.31 | -9.65 | 3-ALARM |
| Kemper Growth B (KGRBX) | 52000 | 1 | -13.83 | -12.53 | NA | |
| Kobrick Capital (KFCFX) | 38000 | 1 | 35.46 | NA | NA | |
| L. Roy Papp Stock (LRPSX) | 21000 | 10 | -7.42 | -3.54 | -4.05 | 3-ALARM |
| Legg Mason Focus (FOCTX) | 23000 | 4 | 16.37 | 1.02 | NA | |
| Lexington Growth & Income (LEXRX) | 28000 | 5 | -8.03 | -4.26 | -6.02 | 3-ALARM |
| MainStay Capital Apprec A (MCSAX) | 38000 | 5 | 9.19 | -1.57 | NA | |
| MainStay Capital Apprec B (MCSCX) | 38000 | 8 | 8.18 | -2.38 | -2.78 | |
| MainStay Instl Growth Eq Inst (NIGEX) | 38000 | 8 | 10.27 | -0.34 | -1.08 | |
| Managers Captl Appreciation (MGCAX) | 39000 | 2 | 40.38 | 4.43 | 0.69 | NO-ALARM |
| Marshall Mid-Cap Growth Y (MRMSX) | 5100 | 6 | -7.79 | -9.36 | -6.35 | 3-ALARM |
| Marsico Growth & Income (MGRIX) | 71000 | 2 | 12.82 | NA | NA | |
| Merrill Lynch Asset Grth Opp B (MBROX) | 61000 | 3 | 7.37 | -1.55 | NA | |
| Merrill Lynch Fundamental Growth A (MAFGX) | 68000 | 5 | 10.99 | 1.81 | NA | |
| Merrill Lynch Fundamental Growth B (MBFGX) | 68000 | 5 | 9.75 | 0.64 | NA | |
| Merrill Lynch Fundamental Growth C (MCFGX) | 68000 | 7 | 9.7 | 0.75 | -1.46 | |
| Merrill Lynch Fundamental Growth D (MDFGX) | 68000 | 7 | 10.65 | 1.65 | -0.52 | |
| MFS Emerging Growth A (MFEGX) | 13000 | 6 | -19.84 | -12.35 | -6.6 | 3-ALARM |
| MFS Emerging Growth B (MEGBX) | 13000 | 6 | -20.59 | -13.24 | -7.53 | 3-ALARM |
| MFS Emerging Growth C (MFECX) | 13000 | 6 | -20.6 | -13.37 | NA | |
| MFS Growth Opportunities A (MGOFX) | 22000 | 7 | -9.37 | -5.04 | -4.41 | 3-ALARM |
| MFS Large Cap Growth A (MCGAX) | 24000 | 0 | 0.7 | -3.42 | -2.63 | |
| MFS Large Cap Growth B (MCGBX) | 24000 | 0 | -0.13 | -4.36 | -3.7 | 3-ALARM |
| MFS Managed Sectors A (MMNSX) | 40000 | 0 | -11.43 | -8.75 | -6.36 | 3-ALARM |
| MFS Managed Sectors B (MSEBX) | 40000 | 0 | -12.18 | -9.53 | -7.18 | 3-ALARM |
| Millennium Growth (MGFQX) | 56000 | 2 | 60.92 | NA | NA | |
| Monetta Large-Cap Equity (MLCEX) | 55000 | 3 | -1.57 | -3.98 | NA | |
| Montag & Caldwell Growth I (MCGIX) | 77000 | 3 | 7.5 | NA | NA | |
| Montgomery Select 50 R (MNSFX) | 5400 | 3 | -20.1 | -11.42 | NA | |
| MSDW American Value B (AMVBX) | 27000 | 12 | 7.43 | -1.62 | -2.77 | |
| MSDW Capital Growth Secs B (CAPBX) | 7500 | 3 | -9.97 | -10.09 | -8.11 | 3-ALARM |
| MSDW Growth B (GRTBX) | 62000 | 1 | -2.21 | -6.44 | -8.62 | 3-ALARM |
| Nations Marsico Foc Eqty Inv A (NFEAX) | 59000 | 2 | 19.41 | NA | NA | |
| Nations Marsico Foc Eqty Inv B (NFEBX) | 59000 | 2 | 18.62 | NA | NA | |
| Nations Marsico Foc Eqty Prim A (NFEPX) | 59000 | 2 | 19.2 | NA | NA | |
| Nations Marsico Grth & Inc Iv B (NGIBX) | 58000 | 2 | 5.02 | NA | NA | |
| Nations Marsico Grth & Inc Pr A (NGIPX) | 58000 | 2 | 5.52 | NA | NA | |
| Nationwide Growth D (MUIGX) | 29000 | 18 | -4.53 | -4.84 | -4.82 | 3-ALARM |
| New England Capital Growth A (NEFCX) | 63000 | 1 | -2.34 | -7.91 | -6.76 | 3-ALARM |
| New England Capital Growth B (NECBX) | 63000 | 1 | -3.2 | -8.91 | -7.71 | 3-ALARM |
| New England Star Advisers A (NEFSX) | 20000 | 3 | -4.2 | -8.23 | NA | |
| New England Star Advisers B (NESBX) | 20000 | 3 | -5.04 | -9.12 | NA | |
| Nicholas-Applegate Growth Eq A (NAPGX) | 5700 | 12 | -3.27 | -9.21 | -8.83 | 3-ALARM |
| Nicholas-Applegate Growth Eq B (NAGBX) | 5700 | 8 | -4.18 | -10.13 | -9.76 | 3-ALARM |
| Northeast Investors Growth (NTHFX) | 68000 | 19 | 11.72 | 5.97 | 3.16 | NO-ALARM |
| Northern Growth Equity (NOGEX) | 72000 | 2 | 6.22 | -0.69 | -3.61 | |
| Northern Select Equity (NOEQX) | 59000 | 5 | 10.25 | 2.62 | NA | |
| Norwest Advant Growth Eqty I (NVGEX) | 10000 | 4 | -14.88 | -11.76 | NA | |
| Norwest Advant Large Co Gr I (NVLCX) | 71000 | 3 | 24.86 | 7.63 | NA | |
| Nuveen Rittenhouse Growth B (NRGBX) | 88000 | 2 | -4.8 | NA | NA | |
| One Group Large Cap Growth B (OGLGX) | 125000 | 1 | 14.12 | 3.27 | -0.38 | |
| One Group Large Cap Growth I (SEEGX) | 125000 | 1 | 15.45 | 4.6 | 0.84 | NO-ALARM |
| Oppenheimer Capital Appr A (OPTFX) | 15000 | 4 | -0.82 | -2.02 | -1.73 | 3-ALARM |
| Oppenheimer Capital Appr B (OTGBX) | 15000 | 4 | -1.71 | -3.06 | NA | |
| Oppenheimer Capital Appr Y (OTCYX) | 15000 | 2 | -0.38 | NA | NA | |
| Oppenheimer Growth A (OPPSX) | 13000 | 12 | -11.49 | -10.64 | -6.82 | 3-ALARM |
| Oppenheimer Growth B (OPSBX) | 13000 | 6 | -12.37 | -11.6 | -7.83 | 3-ALARM |
| Oppenheimer Growth C (OGRCX) | 13000 | 4 | -12.36 | -11.59 | NA | |
| OVB Capital Appreciation A (OCAAX) | 57000 | 6 | 12.74 | 0.54 | -2.1 | |
| Pacific Cap Growth & Inc Ret (PCIGX) | 33000 | 5 | -1.6 | -2.34 | NA | |
| PaineWebber Growth B (PGRBX) | 20000 | 5 | 1.87 | -7.25 | -8.15 | |
| Parkstone Large Cap Instl (PLCIX) | 64000 | 4 | 7.79 | 3.02 | NA | |
| PBHG Large Cap 20 (PLCPX) | 38000 | 3 | 33.99 | NA | NA | |
| PBHG Large Cap Growth (PBHLX) | 17000 | 4 | -2.63 | -5.68 | NA | |
| Phoenix Equity Opport A (NASTX) | 54000 | 1 | -3.41 | -11.95 | -10.15 | 3-ALARM |
| Phoenix Equity Opport B (ASTBX) | 54000 | 1 | -4.39 | -12.86 | NA | |
| Phoenix Strategic Theme A (PSTAX) | 40000 | 0 | 26.99 | 0.52 | NA | |
| Phoenix-Engemann Agg Gr A (PHSKX) | 8800 | 1 | 7.73 | -3.87 | -2.93 | |
| Phoenix-Engemann Growth A (PASGX) | 93000 | 13 | 15.75 | -0.81 | -2.72 | |
| Phoenix-Engemann Growth B (PGOBX) | 93000 | 5 | 14.71 | -1.81 | -3.67 | |
| Phoenix-Engemann Nifty Fifty A (PANFX) | 66000 | 9 | 10.11 | -0.8 | -1.42 | |
| Phoenix-Goodwin Growth A (PHGRX) | 63000 | 2 | 1.99 | -5.89 | -5.3 | |
| Phoenix-Goodwin Growth B (PGTBX) | 63000 | 2 | 1.31 | -6.73 | NA | |
| Phoenix-Seneca Growth A (SGCRX) | 52000 | 2 | -3.98 | -0.67 | NA | |
| Pilgrim Mid Cap Growth C (NCGCX) | 6100 | 3 | -4 | -10.46 | -8.8 | 3-ALARM |
| PIMCO Growth A (PGWAX) | 48000 | 1 | 10.46 | -0.66 | -2.59 | |
| PIMCO Growth B (PGFBX) | 48000 | 1 | 9.47 | -1.62 | NA | |
| PIMCO Growth C (PGWCX) | 48000 | 1 | 9.47 | -1.61 | -3.52 | |
| PIMCO Target C (PTACX) | 5500 | 4 | -6.72 | -11.38 | -8.04 | 3-ALARM |
| Pin Oak Aggressive Stock (POGSX) | 5800 | 7 | 18.96 | -5.54 | -6.87 | |
| Pioneer Growth A (MOMGX) | 39000 | 3 | 7.28 | 9.2 | 2.96 | NO-ALARM |
| Pioneer Growth B (PBMGX) | 39000 | 3 | 6.25 | 8.14 | NA | |
| Pioneer Growth C (PCMGX) | 39000 | 3 | 6.34 | 8.39 | NA | |
| Pioneer Mid-Cap A (PITHX) | 5500 | 2 | -27.55 | -19.59 | -17.35 | 3-ALARM |
| Preferred Growth (PFGRX) | 57000 | 1 | 12.59 | 3.27 | -0.67 | |
| ProFunds UltraOTC Inv (UOPIX) | 34000 | 2 | 117.83 | NA | NA | |
| ProFunds UltraOTC Svc (UOPSX) | 34000 | 2 | 116.11 | NA | NA | |
| Prov Inv Coun Growth (PIPGX) | 48000 | 7 | 10.46 | 1.68 | -2.56 | |
| Prudential Jenn Growth A (PJFAX) | 52000 | NA | 14.25 | 1.91 | NA | |
| Prudential Jenn Growth B (PJFBX) | 52000 | NA | 13.31 | 0.96 | NA | |
| Prudential Jenn Growth Z (PJFZX) | 52000 | NA | 14.66 | NA | NA | |
| Putnam Growth Opport A (POGAX) | 75000 | 4 | 22.98 | 6.8 | NA | |
| Putnam Growth Opport B (POGBX) | 75000 | 2 | 22.03 | NA | NA | |
| Putnam Investors A (PINVX) | 58000 | 3 | 4.11 | 2.02 | 0.28 | NO-ALARM |
| Putnam Investors B (PNVBX) | 58000 | 4 | 3.26 | 1.07 | -0.66 | |
| Putnam Investors M (PNVMX) | 58000 | 4 | 3.64 | 1.41 | NA | |
| Putnam Investors Y (PNVYX) | 58000 | 0 | 4.49 | NA | NA | |
| Putnam New Opportunities A (PNOPX) | 16000 | 5 | -3.67 | -9.61 | -2.96 | 3-ALARM |
| Putnam New Opportunities B (PNOBX) | 16000 | 5 | -4.47 | -10.48 | -3.86 | 3-ALARM |
| Putnam New Opportunities M (PNOMX) | 16000 | 5 | -4.24 | -10.2 | NA | |
| Putnam New Opportunities Y (PNOYX) | 16000 | 5 | -3.35 | -9.31 | NA | |
| Putnam Vista A (PVISX) | 5600 | 2 | -7.46 | -7.39 | -5.05 | 3-ALARM |
| Putnam Vista B (PVTBX) | 5600 | 2 | -8.31 | -8.26 | -5.93 | 3-ALARM |
| Putnam Vista M (PVIMX) | 5600 | 2 | -7.94 | -7.96 | NA | |
| Putnam Voyager A (PVOYX) | 16000 | 3 | -3.95 | -7.31 | -3.26 | 3-ALARM |
| Putnam Voyager B (PVOBX) | 16000 | 3 | -4.82 | -8.22 | -4.18 | 3-ALARM |
| Putnam Voyager II A (PVIIX) | 9400 | 5 | -3.03 | -9.28 | -3.47 | 3-ALARM |
| Putnam Voyager II B (PVYBX) | 9400 | 4 | -3.87 | -10.16 | NA | |
| Putnam Voyager M (PVOMX) | 16000 | 3 | -4.54 | -7.92 | NA | |
| Putnam Voyager Y (PVYYX) | 16000 | 3 | -3.64 | -6.97 | -2.82 | 3-ALARM |
| Quantitative Growth & Inc Ord (USBOX) | 34000 | 6 | -4.86 | -1.35 | -3.3 | 3-ALARM |
| Reserve Blue Chip Growth R (RBCAX) | 122000 | 5 | 26.42 | 0.74 | NA | |
| Reserve Large-Cap Growth R (RLVAX) | 60000 | 3 | 3.2 | 0.93 | NA | |
| Reynolds Blue Chip Growth (RBCGX) | 78000 | 11 | 31.4 | 13.96 | 6.61 | NO-ALARM |
| Reynolds Opportunity (ROPPX) | 76000 | 7 | 43.27 | 5.98 | 2.77 | NO-ALARM |
| Robertson Stephens Value+Growth A (RSVPX) | 24000 | 7 | 5.32 | -4.47 | -0.94 | |
| Schwab Analytics (SWANX) | 56000 | 3 | 0.28 | NA | NA | |
| Scudder Large Company Growth (SCQGX) | 88000 | 3 | 6.68 | 0.31 | -1.14 | |
| SEI Instl Large Cap Growth A (SELCX) | 71000 | 3 | 12.85 | 5.92 | NA | |
| Seligman Capital A (SCFIX) | 5300 | 1 | -14.35 | -12.28 | -9.27 | 3-ALARM |
| Seligman Growth A (SGRFX) | 79000 | 1 | 1.85 | -4.73 | -5.4 | |
| Shelby (SHELX) | 7300 | 7 | -7.71 | -13.52 | -10.52 | 3-ALARM |
| Sit Large Cap Growth (SNIGX) | 65000 | 17 | 2.64 | 1.52 | 0.07 | NO-ALARM |
| Sit Mid Cap Growth (NBNGX) | 5400 | 12 | -23.48 | -14.78 | -9.41 | 3-ALARM |
| Smith Barney Aggr Growth A (SHRAX) | 13000 | 16 | 13.56 | -1.17 | -2.8 | |
| Smith Barney Aggr Growth B (SAGBX) | 13000 | 7 | 12.47 | -2.19 | -3.77 | |
| Smith Barney Large Cap Growth A (SBLGX) | 73000 | 2 | 33.68 | NA | NA | |
| Smith Barney Large Cap Growth B (SBLBX) | 73000 | 2 | 32.54 | NA | NA | |
| Smith Barney Large Cap Growth L (SLCCX) | 73000 | 2 | 32.54 | NA | NA | |
| Spectra (SPECX) | 41000 | 13 | 32.21 | 5.89 | 6.03 | NO-ALARM |
| State St Research Growth B (SGFBX) | 51000 | 2 | -4.61 | -13.6 | -10.2 | 3-ALARM |
| Stein Roe Growth Opport (SRGOX) | 8800 | 2 | -23.74 | NA | NA | |
| Stein Roe Growth Stock (SRFSX) | 100000 | 5 | 7.65 | 0.82 | -0.74 | |
| Stein Roe Large Company Focus (SRLFX) | 29000 | 1 | NA | NA | NA | |
| Stein Roe Young Investor (SRYIX) | 36000 | 4 | -5.22 | -2.24 | NA | |
| Strategist Growth (STGRX) | 56000 | 3 | 0.29 | NA | NA | |
| Strong Blue Chip 100 (SBCHX) | 86000 | 2 | 21.26 | NA | NA | |
| Strong Growth (SGROX) | 11000 | 6 | 8 | -4.78 | -1.32 | |
| Strong Growth 20 (SGRTX) | 16000 | 2 | 26.12 | NA | NA | |
| Strong Total Return (STRFX) | 59000 | 6 | 14.51 | -2.3 | -4.36 | |
| Style Select Aggr Growth A (SSAAX) | 9500 | 3 | 16.3 | NA | NA | |
| Style Select Large-Cap Growth A (SSGAX) | 58000 | NA | 3.62 | NA | NA | |
| SunAmerica Mid Cap Growth A (SGRAX) | 5600 | 1 | 9.01 | -7.39 | -7.29 | |
| Target Large Cap Growth (TALGX) | 51000 | 1 | 19.32 | 4.06 | -0.98 | |
| TCW/DW Mid-Cap Equity A (TMDAX) | 5100 | 2 | 63.24 | NA | NA | |
| TCW/DW Mid-Cap Equity B (TMDBX) | 5100 | 3 | 62.32 | 4.68 | NA | |
| TCW/DW Mid-Cap Equity C (TMDCX) | 5100 | 2 | 61.95 | NA | NA | |
| TCW/DW Mid-Cap Equity D (TMDDX) | 5100 | 2 | 63.79 | NA | NA | |
| TIAA-CREF Growth Equity (TIGEX) | 43000 | 2 | 6.29 | NA | NA | |
| Transamerica Prem Agg Grth Inv (TPAGX) | 18000 | 2 | 41.19 | NA | NA | |
| Transamerica Prem Equity Inv (TEQUX) | 33000 | 1 | 11.53 | 12.64 | NA | |
| Turner Growth Equity (TRGEX) | 39000 | 7 | 14.49 | 3.14 | -1.45 | |
| U.S. Global Leaders Growth (USGLX) | 27000 | 4 | -0.93 | 3.27 | NA | |
| UAM Sirach Equity Instl (SIEQX) | 34000 | 3 | -0.74 | NA | NA | |
| UAM Sirach Growth Instl (SGRWX) | 30000 | 6 | -0.6 | -2.11 | -4.16 | 3-ALARM |
| United Vanguard A (UNVGX) | 62000 | 2 | 11.8 | -5.88 | -6.14 | |
| Universal Capital Growth (UCGFX) | 49000 | 2 | 2.48 | -4.08 | -1.49 | |
| USAA First Start Growth (UFSGX) | 33000 | 2 | 13.36 | NA | NA | |
| USAA Growth Strategy (USGSX) | 9600 | 4 | -13.52 | -14.9 | NA | |
| Value Line (VLIFX) | 28000 | 9 | 2.62 | -6.13 | -5.15 | |
| Value Line Leveraged Gr Inv (VALLX) | 39000 | 27 | 15.9 | 1.56 | 0.49 | NO-ALARM |
| Van Kampen Emerg Growth A (ACEGX) | 8700 | 6 | 14.78 | -0.57 | -0.55 | |
| Van Kampen Emerg Growth B (ACEMX) | 8700 | 6 | 13.73 | -1.57 | -1.54 | |
| Van Kampen Emerg Growth C (ACEFX) | 8700 | 6 | 13.74 | -1.54 | -1.53 | |
| Van Kampen Enterprise A (ACENX) | 21000 | 2 | -6.58 | -4.08 | -3.1 | 3-ALARM |
| Van Kampen Enterprise B (ACEOX) | 21000 | 2 | -7.51 | -5.07 | -4.12 | 3-ALARM |
| Van Kampen Growth A (VGRAX) | 5600 | 4 | -11.08 | 2.01 | NA | |
| Van Kampen Growth B (VGRBX) | 5600 | 4 | -11.87 | 1.24 | NA | |
| Van Wagoner Mid-Cap (VWMDX) | 8800 | 4 | 26.14 | -17.02 | NA | |
| Vanguard Growth Index (VIGRX) | 116000 | 7 | 12.3 | 6.97 | 4.54 | NO-ALARM |
| Vanguard Tax-Mngd Cap Apprec (VMCAX) | 32000 | 5 | 0.53 | -2.38 | NA | |
| Vanguard U.S. Growth (VWUSX) | 108000 | 12 | 7.28 | 1.22 | 1.68 | NO-ALARM |
| Warburg Pincus Cap Appr Comm (CUCAX) | 45000 | 5 | 2.74 | -1.68 | -0.73 | |
| Westcore Growth & Income (WTEIX) | 16000 | 4 | -15.77 | -10.29 | -10.18 | 3-ALARM |
| Westcore Midco Growth (WTMGX) | 6000 | 13 | -14.61 | -14.65 | -10.8 | 3-ALARM |
| White Oak Growth Stock (WOGSX) | 53000 | 7 | 16.94 | 7.79 | 7.41 | NO-ALARM |
| William Blair Growth (WBGSX) | 13000 | 6 | -7.83 | -8.76 | -5.03 | 3-ALARM |
| Wilshire Target Large Gr Inv (DTLGX) | 95000 | 7 | 11.88 | 5.57 | 3.56 | NO-ALARM |
| WM Growth A (SRGFX) | 40000 | 6 | 44.72 | 3.82 | 1.42 | NO-ALARM |
| WM Growth B (SQGRX) | 40000 | 5 | 44.32 | 3.05 | NA | |
| Women's Equity (FEMMX) | 27000 | 2 | -3.77 | -4.87 | -9.49 | 3-ALARM |