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As we note in this month's Highlights and Commentary, we're changing the thresholds for three of our benchmarks, effective this month. As a result of these changes, the upper limit of the small-cap category has been expanded, and the small-cap category this month includes 127 funds that previously would have been considered mid-cap (the left-hand column below). Also, the upper limit of the mid-cap category has been expanded, and the mid-cap category this month includes 310 funds that previously would have been considered large-cap (the right-hand column below).

These funds previously would have been classified as mid-cap, now they are small-capThese funds previously would have been classified as large-cap, now they are mid-cap
ABN AMRO/Veredus Aggressive Growth N (VERDX)   Abacus Bull Moose Growth (BULLX)
AFBA Five Star Small Cap I (AFCIX)   AIM Capital Development A (ACDAX)
AIM Small Cap Growth A (GTSAX)   AIM Capital Development B (ACDBX)
AIM Small Cap Growth B (GTSBX)   AIM Dynamics Inv (FIDYX)
AIM Small Cap Growth C (GTSDX)   AIM Mid Cap Core Equity A (GTAGX)
AIM Small Cap Growth Inv (GTSIX)   AIM Mid Cap Core Equity B (GTABX)
Allianz NFJ Small Cap Value A (PCVAX)   AIM Mid Cap Core Equity C (GTACX)
Allianz NFJ Small Cap Value Adm (PVADX)   Al Frank Dividend Value Inv (VALDX)
Allianz NFJ Small Cap Value B (PCVBX)   Allianz CCM Mid Cap A (PFMAX)
Allianz NFJ Small Cap Value C (PCVCX)   Allianz CCM Mid Cap Admin (PMCGX)
Allianz NFJ Small Cap Value Instl (PSVIX)   Allianz CCM Mid Cap C (PFMCX)
American Century Sm Co Adv (ASQAX)   Allianz CCM Mid Cap Instl (PMGIX)
American Century Sm Co Inv (ASQIX)   Allianz RCM MidCap Instl (DRMCX)
Baron Capital Asset Ins (BCAIX)   Alpine Dynamic Dividend (ADVDX)
Baron Growth (BGRFX)   American Century Giftrust Inv (TWGTX)
Baron Small Cap (BSCFX)   American Century Heritage Inv (TWHIX)
Batterymarch US Small Cap Equity I (LMSIX)   American Century Vista Adv (TWVAX)
Buffalo Small Cap (BUFSX)   American Century Vista Inv (TWCVX)
Columbia Acorn USA A (LAUAX)   Artisan Mid Cap Inv (ARTMX)
Columbia Acorn USA Z (AUSAX)   Ave Maria Growth (AVEGX)
Delaware Small Cap Value A (DEVLX)   Baron Asset (BARAX)
Delaware Small Cap Value B (DEVBX)   Baron iOpportunity (BIOPX)
Delaware Small Cap Value C (DEVCX)   Baron Partners (BPTRX)
Delaware Small Cap Value I (DEVIX)   BB&T Mid Cap Growth I (OCAAX)
Eaton Vance Spec Equities A (EVSEX)   BB&T Special Opptys Equity A (BOPAX)
Eaton Vance Tax-Managed Small Growth 1.1 B (EMMGX)   BlackRock Mid Cap Growth Inv A (BMGAX)
Eaton Vance Tax-Managed Small Value C (ESVCX)   BlackRock Mid Cap Growth Inv B (BMGBX)
Evergreen Small Cap Value I (ESKIX)   BlackRock Mid Cap Growth Svc (CMGSX)
Fidelity Adv Small Cap A (FSCDX)   Brazos Growth Y (BJGRX)
Fidelity Adv Small Cap B (FSCBX)   Bridgeway Aggressive Inv 1 (BRAGX)
Fidelity Adv Small Cap I (FSCIX)   Bridgeway Aggressive Inv 2 (BRAIX)
Fidelity Adv Small Cap T (FSCTX)   Citizens Emerging Growth Standard (WAEGX)
First Invest Special Sit A (FISSX)   Columbia Marsico Mid Cap Growth A (NEGAX)
FMI Common Stock (FMIMX)   Columbia Marsico Mid Cap Growth B (NEGNX)
Forward Emerald Opportunities A (HSYTX)   Columbia Mid Cap Growth Z (CLSPX)
Frank Russell Special Growth E (RSPEX)   Columbia Mid Cap Value A (CMUAX)
Frank Russell Special Growth S (RSPSX)   Columbia Mid Cap Value B (CMUBX)
Franklin Small Cap Value A (FRVLX)   Columbia Mid Cap Value Z (NAMAX)
Franklin Small Cap Value Adv (FVADX)   Commerce MidCap Growth Instl (CFAGX)
Franklin Small Cap Value B (FBVAX)   Credit Suisse Mid Cap Growth Adv (WEGTX)
Franklin Small Cap Value C (FRVFX)   Credit Suisse Mid Cap Growth Comm (CUEGX)
GE Instl Small-Cap Value Equity Inv (GSVIX)   CRM Mid Cap Value Instl (CRIMX)
GE Small-Cap Equity A (GASCX)   CRM Mid Cap Value Inv (CRMMX)
Harbor Small Cap Growth Instl (HASGX)   Davis Opportunity A (RPEAX)
Harbor Small Cap Growth Inv (HISGX)   Delaware American Services A (DASAX)
Hennessy Cornerstone Growth II (HENLX)   Delaware American Services B (DASBX)
ING Ptnrs Baron Sm Cap Grth Init (IBGIX)   Delaware American Services C (DAMCX)
ING Small Cap Oppty A (NSPAX)   Delaware American Services I (DASIX)
ING Small Cap Oppty B (NSPBX)   Delaware Growth Opporty B (DFBIX)
ING Small Cap Oppty C (NSPCX)   Delaware Growth Oppty A (DFCIX)
IPO Plus Aftermarket (IPOSX)   Delaware Growth Oppty Instl (DFDIX)
Ivy Small Cap Growth C (WRGCX)   Delaware Select Growth A (DVEAX)
Ivy Small Cap Growth Y (WSCYX)   Delaware Select Growth B (DVEBX)
Jennison Small Comp A (PGOAX)   Delaware Select Growth C (DVECX)
Jennison Small Comp B (CHNDX)   Delphi Value Retail (KDVRX)
Jennison Small Comp C (PSCCX)   DFA Tax-Mgd U.S. Mktwide Val (DTMMX)
Jennison Small Comp Z (PSCZX)   Diversified Mid Cap Growth Inv (DVMGX)
Kalmar Growth/Value Small Cap (KGSCX)   Diversified Mid Cap Value Inv (DVMVX)
Kinetics Small Cap Opp (KSCOX)   Diversified Mid-Cap Value Instl (DIMVX)
Laudus Rosenberg US Discovy Inv (RDIVX)   Dreyfus Premier New Leaders A (DNLDX)
Laudus Small Cap MarketMasters Inv (SWOSX)   DWS Dreman Mid CapValue I (MIDIX)
Legg Mason Partners Small Cap Growth Oppty A (CFSGX)   DWS Mid Cap Gorwth Instl (BTEAX)
MainStay Small Cap Growth A (MSMAX)   DWS Mid Cap Growth A (SMCAX)
MainStay Small Cap Growth B (MSOBX)   DWS Mid Cap Growth B (SMCBX)
MainStay Small Cap Growth I (MSSIX)   DWS Mid Cap Growth C (SMCCX)
MassMutual Select Small Cap Growth Equity L (MSGLX)   DWS Mid Cap Growth Inv (BTCAX)
MassMutual Select Small Cap Growth Equity S (MSGSX)   Eastern Point Adv Capital Appreciation A (ICTWX)
Matthew 25 (MXXVX)   Evergreen Mid Cap Growth A (EKAAX)
Mellon Small Cap Stock M (MPSSX)   Evergreen Mid Cap Growth B (EKABX)
Merrill Value Opptys A (MDSPX)   Excelsior Mid Cap Value & Restruct (UMVEX)
Merrill Value Opptys B (MBSPX)   Federated Mid Cap Growth Strat A (FGSAX)
Merrill Value Opptys C (MCSPX)   Federated Mid Cap Growth Strat B (FGSBX)
Merrill Value Opptys I (MASPX)   Federated Mid Cap Growth Strat C (FGSCX)
n/i Numeric Investors Growth (NISGX)   Fidelity Adv Mid Cap A (FMCDX)
Neuberger Berman Millennium Inv (NBMIX)   Fidelity Adv Mid Cap B (FMCBX)
Neuberger Berman Millennium Tr (NBMOX)   Fidelity Adv Mid Cap C (FMCEX)
Oberweis Mid-Cap (OBMDX)   Fidelity Adv Mid Cap Instl (FMCCX)
Payden Small Cap Leaders (PSCLX)   Fidelity Adv Mid Cap T (FMCAX)
Principal Inv Small Cap Blend A (PLLAX)   Fidelity Adv Value Strat A (FSOAX)
Principal Inv Small Cap Blend Adv Sel (PSBNX)   Fidelity Adv Value Strat B (FASBX)
Principal Inv Small Cap Blend J (PSBJX)   Fidelity Adv Value Strat T (FASPX)
Putnam Capital Opport A (PCOAX)   Fidelity Mid Cap Value (FSMVX)
Putnam Capital Opport B (POPBX)   Fidelity Mid-Cap Stock (FMCSX)
Putnam Capital Opport C (PCOCX)   Fidelity New Millennium (FMILX)
Quaker Small Cap Growth B (QSGBX)   Fidelity Select Air Transport (FSAIX)
Quaker Small Cap Value B (QSVBX)   Fidelity Select Automotive (FSAVX)
Quaker Small-Cap Value (QUSVX)   Fidelity Select Bus Services & Outsourc (FBSOX)
Rice Hall James Sm Mid Cap (RHJMX)   Fidelity Select Chemicals (FSCHX)
Royce Total Return Consultant (RYTCX)   Fidelity Select Defense & Aerospace (FSDAX)
Royce Total Return Inv (RYTRX)   Fidelity Select Transportation (FSRFX)
Royce Total Return Service (RYTFX)   Fidelity Value (FDVLX)
Royce Value Service (RYVFX)   Fidelity Value Strategies (FSLSX)
RS Partners (RSPFX)   Fifth Third Mid Cap Growth A (FSMCX)
Salomon Bros Small Cap Growth A (SASMX)   Fifth Third Mid Cap Growth Inst (FMCIX)
Salomon Bros Small Cap Growth B (SBSMX)   First American Mid Cap Growth Opptys A (FRSLX)
Salomon Bros Small Cap Growth C (SCSMX)   First American Mid Cap Growth Opptys Y (FISGX)
Security Mid Cap Value A (SEVAX)   First American Mid Cap Value A (FASEX)
Security Mid Cap Value B (SVSBX)   First American Mid Cap Value B (FAESX)
Seligman Small Cap Value A (SSCVX)   First Eagle Fund of America A (FEFAX)
Seligman Small Cap Value B (SSCBX)   First Eagle Fund of America Y (FEAFX)
Seligman Small Cap Value D (SSVDX)   First Focus Growth Opp Instl (FOGRX)
Sentinel Small Company A (SAGWX)   Franklin Aggressive Growth A (FGRAX)
Sentinel Small Company B (SESBX)   Franklin Aggressive Growth Adv (FRAAX)
STI Classic Small Cap Value Equity C (STCEX)   Gabelli Value A (GABVX)
STI Classic Small Cap Value Equity I (SCETX)   Goldman Sachs Growth Oppty A (GGOAX)
Stratton Small-Cap Value (STSCX)   Goldman Sachs Growth Oppty C (GGOCX)
SunAmerica Focused Small-Cap Growth A (NSKAX)   Goldman Sachs Mid Cap Value A (GCMAX)
T. Rowe Price Div Sm Cap (PRDSX)   Goldman Sachs Mid Cap Value C (GCMCX)
Third Avenue Small-Cap Value (TASCX)   Goldman Sachs Mid Cap Value Ins (GSMCX)
Thrivent Small Cap Stock A (AASMX)   Hallmark Informed Inv R (HIIRX)
Thrivent Small Cap Stock B (BBSMX)   Hartford Mid Cap IB (HBMCX)
Turner Small Cap Growth (TSCEX)   Hartford Midcap A (HFMCX)
UBS PACE Sml/Med Co Growth Equity P (PCSGX)   Hartford Midcap B (HAMBX)
Undiscovered Mgrs Behav Growth Inst (UBRLX)   Hartford Midcap C (HMDCX)
Value Line Emerging Oppty (VLEOX)   Hartford MidCap HLS IA (HIMCX)
Vanguard Small Cap Gr Index (VISGX)   Heartland Select Value (HRSVX)
Vanguard Small Cap Index (NAESX)   Heritage Aggressive Growth A (HAGAX)
Vanguard Small Cap Index Adm (VSMAX)   Heritage Diversified Growth C (HAGCX)
Vanguard Small Cap Index Instl (VSCIX)   Heritage Mid Cap Stock A (HMCAX)
Vanguard Small Cap Value Index (VISVX)   Heritage Mid Cap Stock B (HMCBX)
Waddell & Reed Adv Small Cap A (UNSAX)   Heritage Mid Cap Stock C (HMCCX)
Waddell & Reed Adv Small-Cap B (WRSBX)   Hodges (HDPMX)
Waddell & Reed Adv Small-Cap Y (WRSYX)   Hotchkis and Wiley Mid Cap Value A (HWMAX)
Wasatch Ultra Growth (WAMCX)   Hotchkis and Wiley Mid Cap Value I (HWMIX)
Wells Fargo Adv Small Cap Value A (SMVAX)   ICON Core Equity I (ICNIX)
Wells Fargo Adv Small Cap Value B (SMVBX)   ICON Equity Income I (IOEIX)
Wells Fargo Adv Small Cap Value Z (SSMVX)   ING Mid Cap Oppty A (NMCAX)
    ING Mid Cap Oppty B (NMCBX)
    ING Mid Cap Oppty C (NMCCX)
    Janus Adviser Mid Cap Growth S (JGRTX)
    Janus Adviser Mid Cap Value S (JMVIX)
    Janus Aspen Mid Cap Growth Instl (JAAGX)
    Janus Enterprise (JAENX)
    Janus Mid Cap Value Instl (JMIVX)
    Janus Mid Cap Value Inv (JMCVX)
    Jennison U.S. Emerging Growth A (PEEAX)
    Jennison U.S. Emerging Growth B (PEEBX)
    Jennison U.S. Emerging Growth C (PEGCX)
    JPMorgan Capital Growth A (VCAGX)
    JPMorgan Capital Growth B (VCGBX)
    JPMorgan Diversified Mid Cap Growth A (OSGIX)
    JPMorgan Diversified Mid Cap Growth B (OGOBX)
    JPMorgan Diversified Mid Cap Growth S (HLGEX)
    JPMorgan Diversified Mid Cap Value A (OGDIX)
    JPMorgan Diversified Mid Cap Value B (OGDBX)
    JPMorgan Diversified Mid Cap Value S (HLDEX)
    JPMorgan Growth Advantage A (VHIAX)
    JPMorgan Growth Advantage B (VHIBX)
    JPMorgan Intrepid Mid Cap A (PECAX)
    JPMorgan Intrepid Mid Cap B (ODMBX)
    JPMorgan Intrepid Mid Cap C (ODMCX)
    JPMorgan Intrepid Mid Cap Select (WOOPX)
    JPMorgan Mid Cap Equity-Select (VSNGX)
    JPMorgan Mid Cap Value A (JAMCX)
    JPMorgan Mid Cap Value C (JCMVX)
    JPMorgan Mid Cap Value I (FLMVX)
    Jundt Opportunity B (JOPBX)
    Kirr Marbach Partners Value (KMVAX)
    Legg Mason Opportunity F.I. (LMOFX)
    Legg Mason Opportunity Instl (LMNOX)
    Legg Mason Opportunity Prim (LMOPX)
    Legg Mason Spec Investment Instl (LMNSX)
    Legg Mason Spec Investment Prim (LMASX)
    Loomis Sayles Agg Growth Ret (LAGRX)
    Loomis Sayles Agg Grth Instl (LSAIX)
    Lord Abbett Growth Oppty A (LMGAX)
    Lord Abbett Growth Oppty B (LMGBX)
    Lord Abbett Growth Oppty C (LMGCX)
    Lord Abbett Mid-Cap Value A (LAVLX)
    Lord Abbett Mid-Cap Value B (LMCBX)
    Lord Abbett Mid-Cap Value C (LMCCX)
    Lord Abbett Mid-Cap Value P (LMCPX)
    Lord Abbett Mid-Cap Value Y (LMCYX)
    MainStay Equity Income B (MEIBX)
    MainStay Mid Cap Value I (MMVIX)
    Managers AMG Essex Aggr Gr (MEAGX)
    Marshall Mid-Cap Growth Inv (MRMSX)
    Marshall Mid-Cap Value Inv (MRVEX)
    MassMutual Select Mid Cap Growth Equity S (MCGSX)
    Meridian Value (MVALX)
    MFS Mid Cap Growth A (OTCAX)
    MFS Mid Cap Growth B (OTCBX)
    MFS Mid Cap Growth C (OTCCX)
    MFS Mid Cap Value B (MCBVX)
    Morgan Stanley Developing Growth A (DGRAX)
    Morgan Stanley Developing Growth B (DGRBX)
    Morgan Stanley Developing Growth D (DGRDX)
    Morgan Stanley Instl Mid Cap Growth (MPEGX)
    Morgan Stanley Instl Mid Cap Growth Adv (MACGX)
    Morgan Stanley Instl U.S. Mid Cap Core Adv (MMCAX)
    Morgan Stanley Instl US Mid Cap Value Instl (MPMVX)
    Morgan Stanley Mid Cap Val D (MDFDX)
    Mosaic Mid-Cap (GTSGX)
    n/i Numeric Investors Mid Cap (NIGVX)
    Navellier Mid Cap Growth (NPMDX)
    Neuberger Berman Manhattan Inv (NMANX)
    Neuberger Berman Regency Trust (NBREX)
    Neuberger Berman Regncy Inv (NBRVX)
    Nicholas II (NCTWX)
    Nicholas-Applegate Growth Eq A (NAPGX)
    Nicholas-Applegate Growth Eq B (NAGBX)
    Northern Mid Cap Growth (NOMCX)
    Olstein Financial Alert Adv (OFAFX)
    Olstein Financial Alert C (OFALX)
    Oppenheimer Mid Cap A (OMDAX)
    Oppenheimer Mid Cap B (OMDBX)
    Oppenheimer Mid Cap C (OMDCX)
    Oppenheimer Quest Cap Value A (QCVAX)
    Oppenheimer Quest Cap Value C (QCVCX)
    Osterweis (OSTFX)
    Performance Mid Cap Equity A (PCGCX)
    Performance Mid Cap Equity Instl (PCGIX)
    Phoenix Earnings Driven Growth A (EDGEX)
    Phoenix Mid Cap Grth A (PHSKX)
    Phoenix Mid Cap Grth B (PSKBX)
    Phoenix Mid Cap Value A (FMIVX)
    Phoenix Mid-Cap Value C (FMICX)
    Pioneer Mid Cap Value A (PCGRX)
    Pioneer Mid Cap Value B (PBCGX)
    Pioneer Mid Cap Value C (PCCGX)
    Pioneer Mid Cap Value Inv (PGCIX)
    Pioneer Mid-Cap Growth A (PITHX)
    Pioneer Mid-Cap Growth B (PBMDX)
    Pioneer Mid-Cap Growth C (PCMCX)
    Principal Inv Mid Cap Blend A (PEMGX)
    Principal Inv Mid Cap Blend B (PRMBX)
    Principal Inv Mid Cap Blend J (PMBJX)
    Principal Inv Mid Cap Growth J (PMGJX)
    Principal Inv Mid Cap Value J (PMCJX)
    Principal Inv Ptr Mid Cap Growth J (PPQJX)
    Principal Ptr Mid Cap Value A (PMEAX)
    Principal Ptr Mid Cap Value J (PMVJX)
    Principal Ptr Mid CapValue Sel (PPPSX)
    Putnam Discovery Growth A (PVIIX)
    Putnam Discovery Growth B (PVYBX)
    Putnam Discovery Growth M (PVYMX)
    Putnam Mid Cap Value A (PMVAX)
    Putnam Mid Cap Value B (PMVBX)
    Putnam Mid Cap Value Y (PMVYX)
    Putnam Vista A (PVISX)
    Putnam Vista B (PVTBX)
    Putnam Vista M (PVIMX)
    Putnam Vista Y (PVIYX)
    Reynolds Blue Chip Growth (RBCGX)
    RiverSource Aggress Growth A (ASGFX)
    RiverSource Mid Cap Growth A (INVPX)
    RiverSource Mid Cap Growth B (IDQBX)
    RiverSource Mid Cap Growth Y (IESYX)
    RiverSource Mid Cap Value A (AMVAX)
    RiverSource Mid Cap Value B (AMVBX)
    RS Value (RSVAX)
    Rydex Leisure Inv (RYLIX)
    Rydex Multi-Cap Core Equity H (RYQMX)
    Rydex Sector Rotation C (RYISX)
    Selected Special Shares S (SLSSX)
    Seligman Capital A (SCFIX)
    Seligman Capital B (SLCBX)
    Seligman Capital C (SCLCX)
    Seligman Capital D (SLCDX)
    Sentinel Mid-Cap Growth A (SNTNX)
    Sentinel Mid-Cap Growth B (SMGBX)
    Sit Mid Cap Growth (NBNGX)
    STI Classic Mid-Cap Equity A (SCAIX)
    Strategic Partners Relative Value C (NCBVX)
    Strategic Partners Relative Value L (NABVX)
    Strategic Partners Relative Value M (NBBVX)
    T. Rowe Price Diversified Mid Cap Growth (PRDMX)
    T. Rowe Price Mid-Cap Growth (RPMGX)
    T. Rowe Price Mid-Cap Growth Adv (PAMCX)
    T. Rowe Price Mid-Cap Value (TRMCX)
    T. Rowe Price Mid-Cap Value Adv (TAMVX)
    T. Rowe Price Mid-Cap Value R (RRMVX)
    T. Rowe Price Tax-Effic Mult Grth (PREFX)
    Thornburg Core Growth R1 (THCRX)
    Thrivent Mid Cap Growth A (LBMGX)
    Thrivent Mid Cap Growth B (LUGBX)
    TIAA-CREF Instl Mid Cap Growth Ret (TCMGX)
    TIAA-CREF Instl Mid Cap Value Idx (TMVIX)
    TIAA-CREF Instl Mid Cap Value Retire (TRVRX)
    TIAA-CREF Instl Mid-Cap Value Ret (TCMVX)
    Turner Midcap Growth (TMGFX)
    U.S. Global Inv All Amer Eq (GBTFX)
    Value Line (VLIFX)
    Value Line Premier Growth (VALSX)
    Van Kampen Aggr Growth A (VAGAX)
    Van Kampen Aggr Growth B (VAGBX)
    Van Kampen Aggr Growth C (VAGCX)
    Van Kampen Amer Value A (MSAVX)
    Van Kampen Amer Value B (MGAVX)
    Van Kampen Amer Value C (MSVCX)
    Van Kampen Mid Cap Growth A (VGRAX)
    Van Kampen Mid Cap Growth B (VGRBX)
    Van Kampen Mid Cap Growth C (VGRCX)
    Vanguard Mid Cap Growth (VMGRX)
    Vanguard Mid Cap Idx Instl (VMCIX)
    Vanguard Mid Cap Index (VIMSX)
    Vanguard Mid Cap Index Adm (VIMAX)
    Victory Established Value G (GETGX)
    Volumetric (VOLMX)
    Waddell & Reed Adv New Concepts A (UNECX)
    Weitz Hickory (WEHIX)
    Wells Fargo Adv Comm Stock Z (STCSX)
    Wells Fargo Adv Enterprise Inv (SENTX)
    Wells Fargo Adv Growth C (WGFCX)
    Wells Fargo Adv Growth Inv (SGROX)
    Wells Fargo Adv Mid Cap Disciplined Inv (SMCDX)
    Wells Fargo Adv Opportunity Inv (SOPFX)
    Westcore Mid-Cap Value (WTMCX)
    Westcore Midco Growth (WTMGX)
    Westport R (WPFRX)
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