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Funds that are at least three-years old, but not yet five:
How are they doing?
(Data as of June 30, 1999)


Note: There are 617 funds in this table, listed alphabetically. Funds in red are the 25 worst-performing funds over the past three years within their respective benchmark categories. Funds in green are the 25 best-performing funds over the past three years within their benchmark categories.
FundPerformance vs. Benchmark(%)Benchmark
12 Mos.3 Yrs.
AAL International A (AAITX) 0.37 -4.18 Schwab Intl Inv
AAL Small Cap Stock A (AASMX) -23.35 -13.15 Dreyf MidCap Idx
AARP Global Growth (ARGGX) -0.57 3.54 Schwab Intl Inv
Accessor Intl Equity (ACIEX) 3.73 2.47 Schwab Intl Inv
Advantus Cornerstone A (ADCFX) -17.65 -14.71 Vang 500 Idx
Advantus Enterprise A (ADEFX) -5.66 -8.84 Vang SmCap Idx
Advantus Horizon B (ADHBX) -3.71 -4.89 Vang 500 Idx
Aetna Ascent I (ASCEX) -13.13 -6.59 Dreyf MidCap Idx
Aetna Crossroads I (ACROX) -11.76 -5.86 Vang Bal Idx
Aetna Legacy I (ALEGX) -10.08 -7.88 Vang Bal Idx
AIM Adv Intl Value C (IAVCX) -7.31 1.67 Schwab Intl Inv
AIM Adv Real Estate C (IARCX) -29.96 -9.47 Specialty
AIM Basic Value A (GTVLX) 3.19 -8.68 Vang 500 Idx
AIM Basic Value B (GTVBX) 2.31 -9.44 Vang 500 Idx
AIM Capital Development A (ACDAX) -6.98 1.88 Vang SmCap Idx
AIM Charter B (BCHTX) 3.52 -4.33 Vang 500 Idx
AIM Global Aggressive Growth A (AGAAX) -4.34 -3.91 Schwab Intl Inv
AIM Global Aggressive Growth B (AGABX) -4.89 -4.5 Schwab Intl Inv
AIM Global Cons Product A (GPSAX) -8.58 -8.57 Vang 500 Idx
AIM Global Cons Product B (GPSBX) -9.14 -9.18 Vang 500 Idx
AIM Global Growth A (AGGAX) 5.58 6.23 Schwab Intl Inv
AIM International Equity B (AIEBX) -7.55 -2.09 Schwab Intl Inv
AIM Small Cap Growth A (GTSAX) 34.65 9.7 Vang SmCap Idx
AIM Weingarten B (BWEIX) 2.14 -3.22 Vang 500 Idx
Alleghany/Chicago Trust Talon (CHTTX) -13.06 -9.47 Dreyf MidCap Idx
Alleghany/Montag Bal N (MOBAX) 0.35 2.8 Vang Bal Idx
Alleghany/Montag Growth N (MCGFX) -3.44 0.89 Vang 500 Idx
Alliance All-Asia Investment A (AALAX) 35.6 -19.55 Schwab Intl Inv
Alliance All-Asia Investment B (AAABX) 34.65 -20.18 Schwab Intl Inv
American AAdvant Bal Plan (AABPX) -8.19 -4.58 Vang Bal Idx
American AAdvant Intl Eqty AMR (AAIAX) 0.02 2.82 Schwab Intl Inv
American AAdvant Intl Eqty Plan (AAIPX) -0.6 2.22 Schwab Intl Inv
American AAdvant Lg Cap Value (AAGAX) -15.63 -10.25 Vang 500 Idx
American Cent Equity Inc Inv (TWEIX) -0.67 -1.81 Dreyf MidCap Idx
American Cent Global Natl Res (BGRIX) -7.57 -10.11 Specialty
American Cent Real Estate Inv (REACX) -24.54 -5.06 Specialty
American Cent Strat Alloc: Aggr Inv (TWSAX) -14.93 -14.63 Vang 500 Idx
American Cent Strat Alloc: Cons Inv (TWSCX) -6.8 -7.65 Vang Bal Idx
American Cent Strat Alloc: Mod Inv (TWSMX) -5.76 -5.08 Vang Bal Idx
Ameristock (AMSTX) 2.42 1.46 Vang 500 Idx
Ark Blue Chip Equity Instl (ARBIX) -0.93 -1.48 Vang 500 Idx
Ark Value Equity Instl (MVEFX) -7.66 -5.82 Vang 500 Idx
Armada Small Cap Value A (AMRRX) -0.03 1.08 Vang SmCap Idx
Artisan International (ARTIX) 11.3 9.96 Schwab Intl Inv
Artisan Small Cap (ARTSX) -19.87 -10.48 Vang SmCap Idx
Atlas Global Growth A (AGRAX) 7.08 10.13 Schwab Intl Inv
Bear Stearns S&P Stars A (BSPAX) 7.7 2.7 Vang 500 Idx
Berger New Generation (BENGX) 42.41 10.29 Dreyf MidCap Idx
BlackRock Small Cap Value Inv B (CCVBX) -12.13 -1.89 Vang SmCap Idx
Bonnel Growth (ACBGX) 2.54 -9.55 Vang 500 Idx
Bramwell Growth (BRGRX) -3.41 -2.34 Vang 500 Idx
Bridgeway Aggressive Growth (BRAGX) 10.46 -5.47 Vang 500 Idx
Bridgeway Social Responsibility (BRSRX) 3.39 -3.15 Vang 500 Idx
Bridgeway Ultra-Small Co (BRUSX) -17.32 -4.03 Vang SmCap Idx
Brinson U.S. Balanced I (BPBLX) -8.6 -7.69 Vang Bal Idx
BT Adv EAFE Equity Index Instl (BTAEX) 1.36 -1.89 Schwab Intl Inv
Buffalo Equity (BUFEX) -10.02 -8.09 Vang 500 Idx
Buffalo USA Global (BUFGX) -5.42 -9.68 Vang 500 Idx
Calvert Capital Accumulate A (CCAFX) -0.42 -2.87 Dreyf MidCap Idx
Chase Vista European A (VEUAX) -10.57 8.67 Schwab Intl Inv
Chase Vista Large Cap Eq A (VLEQX) -4.83 -3.64 Vang 500 Idx
Chase Vista Small Cap Eqty A (VSEAX) -21.87 -12.74 Dreyf MidCap Idx
Cincinnati (CINFX) -19.41 -12.74 Vang 500 Idx
CitiFunds Small Cap Growth A (CFSGX) -28.86 -17.97 Dreyf MidCap Idx
CitiSelect Folio 200 A (CFBAX) -11.25 -11.25 Vang Bal Idx
CitiSelect Folio 300 A (CFCAX) -11.34 -9.95 Vang Bal Idx
CitiSelect Folio 400 A (CFDAX) -12.86 -9.51 Vang Bal Idx
Citizens Index (WAIDX) 8.78 5.59 Vang 500 Idx
Clover Small Cap Value (TCSVX) -0.84 1.77 Vang SmCap Idx
Commerce Growth Instl (CFGRX) -5.75 -2.29 Vang 500 Idx
Concert Invstmt Emerging Growth A (GEGAX) -3.88 -7.98 Dreyf MidCap Idx
Concert Invstmt Emerging Growth B (GEGBX) -4.74 -8.85 Dreyf MidCap Idx
Concert Invstmt Peach Growth A (SBOAX) -2.28 -12.9 Vang 500 Idx
Concert Invstmt Peach Growth B (SBOBX) -3.25 -13.8 Vang 500 Idx
Countrywide Aggressive Growth (CAGFX) 3.97 -9.86 Vang 500 Idx
Countrywide Growth/Value (CGVFX) 15.83 -0.03 Vang 500 Idx
CRM Small Cap Value Inv (CRMSX) -18.09 -4.69 Vang SmCap Idx
Davis Financial B (DFIBX) -7.37 12.58 Specialty
Davis Growth Opportunity A (RPEAX) -17.57 -11.68 Vang 500 Idx
Davis NY Venture B (NYVBX) -3.82 -2.57 Vang 500 Idx
Davis NY Venture C (NYVCX) -3.73 -2.49 Vang 500 Idx
Delaware Aggress Growth B (DVEBX) 16.09 7.49 Vang 500 Idx
Delaware Decatur Equity Inc B (DEIBX) -18.23 -11.2 Vang 500 Idx
Delaware Devon B (DEVOX) -13.84 -7.15 Vang 500 Idx
Delaware Devon C (DECVX) -13.89 -7.13 Vang 500 Idx
Delaware Growth & Income C (DTRCX) -16.95 -10.06 Vang 500 Idx
Delaware Intl Equity C (DEGCX) -2.23 -1.42 Schwab Intl Inv
Delaware Small Cap Value B (DEVBX) -19.1 -8.83 Dreyf MidCap Idx
Delaware Trend B (DERBX) 7.48 -6.35 Dreyf MidCap Idx
Delaware Trend C (DETCX) 7.47 -6.35 Dreyf MidCap Idx
Diversified Inv Aggressive Equity (DVAEX) 14.51 -8.87 Vang 500 Idx
Diversified Inv Intl Equity (DVIEX) 10.36 4.1 Schwab Intl Inv
Diversified Inv Intm/Lg Str (DVASX) -0.44 -2.25 Vang Bal Idx
DLJ Winthrop Develop Markets A (WDMAX) 26.2 -11.7 Schwab Intl Inv
DLJ Winthrop Growth & Inc B (WGIBX) -7.82 -5.31 Vang 500 Idx
Dresdner RCM Global Tech I (DRGTX) 45.46 27.32 Specialty
Dresdner RCM Intl Growth Eqty I (DRIEX) -2.52 3.22 Schwab Intl Inv
Dreyfus Aggressive Growth (DGVAX) -30.24 -44.43 Dreyf MidCap Idx
Dreyfus Aggressive Value (DAGVX) -15.08 -11.64 Vang 500 Idx
Dreyfus Emerging Leaders (DRELX) 3.56 3.54 Dreyf MidCap Idx
Dreyfus Midcap Value (DMCVX) -2.48 1.37 Dreyf MidCap Idx
Dreyfus Premier Large Co Stock A (DRDEX) -4.13 -1.02 Vang 500 Idx
Dreyfus Premier Large Co Stock R (DEIRX) -3.85 -0.71 Vang 500 Idx
EAI Select Managers Equity (EASMX) -2.01 -4.31 Vang 500 Idx
Eaton Vance Info Age A (ETIAX) 23.4 12 Schwab Intl Inv
Eaton Vance Tax-Mgd Growth A (ETTGX) -5.49 -2.56 Vang 500 Idx
Eaton Vance Tax-Mgd Growth B (EMTGX) -6.37 -3.6 Vang 500 Idx
Eclipse Mid Cap Value (ECGIX) -15.53 -1.34 Dreyf MidCap Idx
Enterprise Growth B (ENGBX) -4.21 -0.35 Vang 500 Idx
Enterprise Managed B (ENMBX) -21.78 -14.02 Vang 500 Idx
Enterprise Small Co Value B (ESCBX) 0.82 8.06 Vang SmCap Idx
Evergreen A (EVRAX) -17.72 -11.85 Vang 500 Idx
Evergreen B (EVRBX) -18.32 -12.63 Vang 500 Idx
Evergreen Foundation B (EFOBX) -4.29 -1.01 Vang Bal Idx
Evergreen Global Leaders B (EBGLX) 3.61 4.31 Schwab Intl Inv
Evergreen Growth & Income A (EGIAX) -19.83 -12.26 Vang 500 Idx
Evergreen Growth & Income B (EGIBX) -20.61 -13.06 Vang 500 Idx
Evergreen Small Cap Value B (ESCIX) -6.91 -0.72 Vang SmCap Idx
FAM Equity-Income (FAMEX) -1.93 1.31 Vang SmCap Idx
FBR Realty Growth A (GVRGX) -32.53 -4.8 Specialty
Federated American Leaders B (FALBX) -8.7 -5.49 Vang 500 Idx
Federated Asia Pacific Grth A (APCAX) 60.07 -14.35 Schwab Intl Inv
Federated Emerging Markets A (EMMAX) 6.2 -8.99 Schwab Intl Inv
Federated Equity-Income B (LEIBX) -7.46 -8.49 Vang 500 Idx
Federated European Growth A (EURAX) -7.23 5.2 Schwab Intl Inv
Federated Growth Strat B (FGSBX) 1.09 -3.47 Vang 500 Idx
Federated Intl Equity B (FIEBX) -6.5 0.12 Schwab Intl Inv
Federated Intl Small Co A (ISCAX) 22.66 18.89 Schwab Intl Inv
Federated Intl Small Co B (ISCBX) 21.75 17.94 Schwab Intl Inv
Federated Intl Small Co C (ISCCX) 21.76 17.92 Schwab Intl Inv
Federated Small Cap Strat A (SMCAX) -5.24 -4.03 Vang SmCap Idx
Federated Small Cap Strat B (SMCBX) -5.98 -4.82 Vang SmCap Idx
Federated Small Cap Strat C (SMCCX) -5.99 -4.83 Vang SmCap Idx
Federated Utility F (FEUTX) -5.18 -0.45 Specialty
Fidelity Adv Balanced Instl (FAIOX) -3.53 -0.77 Vang Bal Idx
Fidelity Adv Growth Oppty Inst (FAGCX) -3.58 -4.61 Vang 500 Idx
Fidelity Adv Mid Cap T (FMCAX) -0.9 -0.86 Dreyf MidCap Idx
Fidelity Adv Overseas B (FAOBX) -2.77 0.44 Schwab Intl Inv
Fidelity Adv Overseas Instl (FAOIX) -1.66 1.61 Schwab Intl Inv
Fidelity Export & Multinational (FEXPX) -1.91 -0.42 Vang 500 Idx
Fidelity France (FRANX) -10.51 5.68 Schwab Intl Inv
Fidelity Germany (FGERX) -23.51 3.47 Schwab Intl Inv
Fidelity Hong Kong & China (FHKCX) 48.52 -2.18 Schwab Intl Inv
Fidelity Intl Value (FIVFX) 0.52 0.01 Schwab Intl Inv
Fidelity Japan Small Co (FJSCX) 137.26 -1.58 Schwab Intl Inv
Fidelity Large Cap Stock (FLCSX) 3.8 -1.14 Vang 500 Idx
Fidelity Nordic (FNORX) 3.84 14.99 Schwab Intl Inv
Fifth Third Intl Equity A (FSIEX) -2.13 -0.55 Schwab Intl Inv
First American Equity-Inc Y (FAQIX) -11.52 -8.25 Vang 500 Idx
First American Large Cap Grth Y (FADGX) -3.47 -4.75 Vang 500 Idx
First American Mid Cap Value B (FAESX) -30.49 -12.25 Dreyf MidCap Idx
First American Regl Equity B (FARBX) -5.99 -5.85 Vang SmCap Idx
First Invest Global B (FIBGX) 3.33 2.38 Schwab Intl Inv
Firstar Equity Index Ret (FRENX) -0.41 -0.64 Vang 500 Idx
Firstar Growth & Income Ret (FRGCX) -12.01 -5.5 Vang 500 Idx
Firstar Growth Ret (FRGWX) -7.3 -7.44 Vang 500 Idx
Firstar Special Growth Ret (FRSLX) -28.87 -13.3 Dreyf MidCap Idx
Flag Inv Communications B (FTEBX) 59.62 29.56 Specialty
Flex-Funds Total Return Util (FLRUX) -1.87 2.21 Specialty
Flex-Partners Utility Growth A (FPBAX) -1.82 2.05 Specialty
Fortis Advant Capital Apprec C (FACCX) 21.44 -2.52 Vang SmCap Idx
Fortis Capital H (FECHX) -4.13 -6.45 Vang 500 Idx
Fortis Global Growth H (FWGHX) -1.73 -2.38 Schwab Intl Inv
Fortis Growth & Income A (FGIAX) -14.31 -11.1 Vang 500 Idx
Fortis Value A (FVAAX) -14.28 -11.33 Vang 500 Idx
Founders Intl Equity (FOIEX) -3.27 3.96 Schwab Intl Inv
Franklin Blue Chip (FKBCX) 13.52 3.59 Schwab Intl Inv
Franklin Equity C (FREQX) -10.69 -8.23 Vang 500 Idx
Franklin Equity Income C (FRETX) -14.43 -13.66 Vang 500 Idx
Franklin Growth C (FRGSX) -4.73 -11.67 Vang 500 Idx
Franklin MicroCap Value A (FRMCX) -13.22 -2.38 Vang SmCap Idx
Franklin Natural Resourc (FRNRX) -14.42 -12.97 Specialty
Franklin Rising Dividends C (FRDTX) -12.86 -3.93 Dreyf MidCap Idx
Franklin Small Cap Growth C (FRSIX) -5.99 -8.3 Dreyf MidCap Idx
Franklin Value A (FRVLX) -15.64 -3.63 Vang SmCap Idx
Gabelli Gold (GOLDX) -21.76 -42.89 Specialty
Gabelli International Growth (GIGRX) -5.33 1.35 Schwab Intl Inv
Galaxy Equity Growth Tr (GEGTX) 1.98 -1.74 Vang 500 Idx
GAMerica Capital A (GCFAX) 19.34 13.35 Vang SmCap Idx
George Putnam of Boston M (PGEMX) -4.42 -2.77 Vang Bal Idx
GMO Foreign III (GMOFX) 5.22 1.76 Schwab Intl Inv
Goldman Sachs Balanced A (GSBFX) -8.3 -4.34 Vang Bal Idx
Goldman Sachs Cap Growth B (GSCBX) 0.39 2.22 Vang 500 Idx
Goldman Sachs Core US Eqty B (GSSBX) -6.55 -4.21 Vang 500 Idx
Goldman Sachs Growth & Inc B (GSGBX) -24.05 -13.18 Vang 500 Idx
Goldman Sachs Intl Equity B (GSEBX) -5.39 -1.81 Schwab Intl Inv
Goldman Sachs Mid Cap Eqty Ins (GSMCX) -13.5 -0.58 Dreyf MidCap Idx
Goldman Sachs Small Cap ValueB (GSQBX) -16.62 -6.98 Vang SmCap Idx
Guardian Park Avenue B (GUPBX) -8.61 -3.85 Vang 500 Idx
Guinness Flight Asia Blue Ch (GFABX) 44.41 -19.87 Schwab Intl Inv
Guinness Flight Asia Small Cap (GFASX) 32.02 -23.72 Schwab Intl Inv
Hancock Core Equity B (JHIDX) -4.37 -3.7 Vang 500 Idx
Hancock Fincl Indust A (FIDAX) -18.02 4.96 Specialty
Hancock Indep Divers Core II (COREX) -3.68 -2.5 Vang 500 Idx
Harbor International II (HAIIX) 1.61 -0.44 Schwab Intl Inv
Harris Bretall Growth Equity (HBSSX) 9.07 0.42 Vang 500 Idx
Harris Ins Equity Instl (HEQIX) -18.22 -7.09 Vang 500 Idx
Hennessy Balanced (HBFBX) -3.62 -6.4 Vang Bal Idx
Heritage Growth Equity C (HGECX) 4.1 3.43 Vang 500 Idx
Heritage Income-Growth C (HIGCX) -17.9 -14.53 Vang 500 Idx
Heritage Small Cap Stock C (HSCCX) -12.04 -3.97 Vang SmCap Idx
Holland Balanced (HOLBX) 0.82 -3.56 Vang Bal Idx
IAI Capital Appreciation (IACAX) -3.75 0.47 Vang SmCap Idx
ICAP Discretionary Equity (ICDEX) -11.7 -5.52 Vang 500 Idx
ICAP Equity (ICAEX) -10.38 -4.45 Vang 500 Idx
Idex Alger Aggressive Growth A (IAGAX) 15.4 1.69 Vang 500 Idx
Idex Alger Aggressive Growth M (IAGCX) 14.92 1.37 Vang 500 Idx
Idex CASE Growth M (ICECX) 0.6 -6.47 Dreyf MidCap Idx
Idex Dean Asset Alloc B (ITABX) -12.55 -8.05 Vang Bal Idx
Idex Dean Asset Alloc M (ITACX) -12.45 -7.94 Vang Bal Idx
Idex JCC Balanced A (IBALX) 13.46 5.98 Vang Bal Idx
Idex JCC Balanced B (IBABX) 12.62 5.22 Vang Bal Idx
Idex JCC Balanced M (IBACX) 12.74 5.34 Vang Bal Idx
Idex JCC Capital Apprec A (ICAPX) 31.24 0.79 Dreyf MidCap Idx
Idex JCC Capital Apprec M (ICACX) 30.75 0.31 Dreyf MidCap Idx
Idex JCC Global B (IGLWX) 4.3 9.67 Schwab Intl Inv
Idex JCC Growth B (IDEWX) 20.64 3.43 Vang 500 Idx
Idex LKCM Strategic Tot Return B (IEQBX) -5.32 -4.04 Vang Bal Idx
Idex LKCM Strategic Tot Return M (IEQCX) -5.22 -3.93 Vang Bal Idx
IDS Blue Chip Advantage B (IDBCX) -3.33 -6.15 Vang 500 Idx
IDS Discovery B (IDIBX) -14.51 -11.55 Dreyf MidCap Idx
IDS Diversified Equity-Inc B (IDEBX) -7.49 -10.8 Vang 500 Idx
IDS Equity Select B (IDQBX) -6.3 -6.09 Vang 500 Idx
IDS Equity Value A (IEVAX) -7.67 -9.29 Vang 500 Idx
IDS Global Growth B (IDGBX) 2.6 1.91 Schwab Intl Inv
IDS Growth B (IGRBX) 1.82 -4.53 Vang 500 Idx
IDS Growth Y (IGRYX) 2.88 -3.28 Vang 500 Idx
IDS International B (IWWGX) -3.36 -3.1 Schwab Intl Inv
IDS International Y (IDIYX) -2.46 -2.15 Schwab Intl Inv
IDS Managed Allocation B (IMRBX) -7.38 -6.55 Vang Bal Idx
IDS Mutual Y (IDMYX) -1.73 -2.91 Vang Bal Idx
IDS New Dimensions B (INDBX) -0.37 -4.28 Vang 500 Idx
IDS New Dimensions Y (IDNYX) 0.64 -3.19 Vang 500 Idx
IDS Progressive B (IPRBX) -16.12 -9.48 Dreyf MidCap Idx
IDS Stock B (IDSBX) -11.75 -9.7 Vang 500 Idx
IDS Stock Y (IDSYX) -10.8 -8.66 Vang 500 Idx
IDS Strategy Aggressive A (ISAAX) -4.76 -4.62 Dreyf MidCap Idx
IDS Utilities Income B (IUTBX) 2.58 4.31 Specialty
Independence One Equity Plus (IOEPX) 4.19 1.16 Vang 500 Idx
Information Age (RSIFX) 47.13 15.06 Specialty
Invesco Latin American Growth (IVSLX) -19.35 -17.5 Schwab Intl Inv
Invesco Worldwide Commun (ISWCX) 49.99 27.04 Specialty
IPS Millennium (IPSMX) 33.44 6.12 Vang 500 Idx
Ivy International C (IVNCX) -1.7 -1.03 Schwab Intl Inv
Janus Equity-Income (JAEIX) 15.02 6.99 Vang 500 Idx
Janus Olympus (JAOLX) 32.47 5.78 Vang 500 Idx
Jundt U.S. Emerging Growth B (JEGBX) 21.75 7.71 Vang SmCap Idx
Jurika & Voyles Mini-Cap (JVMCX) -6.64 -3.34 Vang SmCap Idx
Kayne Anderson Rising Div (KARDX) -9.93 -6.7 Vang 500 Idx
Kemper Europe A (KEFAX) -17.39 2.62 Schwab Intl Inv
Kemper Horizon 20+ B (KHOBX) -14.13 -8.93 Dreyf MidCap Idx
Kemper Horizon 20+ C (KHOCX) -14.58 -9.06 Dreyf MidCap Idx
Kemper Small Cap Value B (KDSBX) -13.92 -7.26 Vang SmCap Idx
Kemper Small Cap Value C (KDSCX) -13.84 -7.15 Vang SmCap Idx
Kemper Value+Growth A (KVGAX) -4.24 -0.52 Dreyf MidCap Idx
Kemper Value+Growth B (KVGBX) -5.17 -1.52 Dreyf MidCap Idx
Kemper-Dreman High Ret Eqty B (KDHBX) -12.64 -8.31 Vang 500 Idx
Kemper-Dreman High Ret Eqty C (KDHCX) -12.59 -8.27 Vang 500 Idx
Lake Forest Core Equity (LFCEX) -6.43 -5.43 Vang 500 Idx
Lazard Emerging Markt Instl (LZEMX) 2.84 -14.11 Schwab Intl Inv
Legg Mason Emerging Mkts Pr (LMEMX) 18.74 -9.41 Schwab Intl Inv
Legg Mason Focus (FOCTX) 4.29 1.01 Vang 500 Idx
Legg Mason Intl Equity Prim (LMGEX) -13.11 -5.53 Schwab Intl Inv
Legg Mason Spec Invmnt Nav (LMNSX) 12.05 3.46 Dreyf MidCap Idx
Legg Mason Value Nav (LMNVX) 20.13 16.42 Vang 500 Idx
Leonetti Balanced (LEONX) 11.05 2.65 Vang Bal Idx
Leuthold Core Investment (LCORX) -2.59 -4.33 Vang Bal Idx
Lexington Small Cap Asia Gr (LXCAX) 49.12 -22.42 Schwab Intl Inv
Liberty-CrabbeHuson Small Cap A (CHSCX) -25.64 -13.8 Vang SmCap Idx
Liberty-Newport Tiger A (CNTAX) 61.18 -17.83 Schwab Intl Inv
Liberty-Newport Tiger B (CNTBX) 59.71 -18.56 Schwab Intl Inv
Liberty-Newport Tiger C (CNTDX) 59.7 -18.54 Schwab Intl Inv
Liberty-Newport Tiger Z (CNTZX) 61.45 -17.65 Schwab Intl Inv
Lighthouse Contrarian (LGFTX) -37.03 -25.87 Dreyf MidCap Idx
Lindner International Inv (LDINX) -21.85 -19.15 Schwab Intl Inv
LKCM Equity (LKEQX) -8.32 -9.35 Vang 500 Idx
Longleaf Partners Realty (LLREX) -20.96 -4.05 Specialty
Lord Abbett Balanced A (LABFX) -1.98 -4.28 Vang Bal Idx
Lord Abbett Small-Cap Value A (LRSCX) -3.28 3.48 Vang SmCap Idx
MainStay Capital Apprec A (MCSAX) 3.02 -2.64 Vang 500 Idx
MainStay Instl Asset Instl Svc (MAMSX) -1.06 1.61 Vang Bal Idx
MainStay Instl Indx Eqty Inst Sv (MAQSX) -0.34 -0.56 Vang 500 Idx
MainStay Intl Equity B (MINEX) -1.46 -1.9 Schwab Intl Inv
MainStay Value A (MVAAX) -19.71 -15.06 Vang 500 Idx
Markman Aggressive Alloc (MMAGX) 5.75 -8.08 Vang 500 Idx
Markman Conservative Alloc (MMCGX) 0.32 -5.82 Vang Bal Idx
MAS Mid Cap Value Instl (MPMVX) 3.34 8.67 Dreyf MidCap Idx
MAS Value Invmt (MPVIX) -18.6 -12.66 Vang 500 Idx
MassMutual Instl Balanced S (MBLDX) -2.51 -3.82 Vang Bal Idx
MassMutual Instl Core Equity S (MVEDX) -7.53 -7.58 Vang 500 Idx
MassMutual Instl Intl Equity S (MIEDX) -11.05 0.99 Schwab Intl Inv
MassMutual Instl Small Cap ValS (MSCDX) -9.3 1.09 Vang SmCap Idx
Matthews Korea I (MAKOX) 272.42 -10.78 Schwab Intl Inv
Matthews Pacific Tiger I (MAPTX) 109.44 -10.51 Schwab Intl Inv
McM Balanced (MCMBX) 1.37 1.57 Vang Bal Idx
McM Equity Investment (MCMEX) -1.1 -0.4 Vang 500 Idx
Mentor Growth A (MGAAX) -12.65 -6.92 Vang SmCap Idx
Merrill Lynch Asset FundmtlB (MBRFX) -13.08 -13.18 Vang 500 Idx
Merrill Lynch Asset Global B (MBRGX) -4.63 -2.18 Schwab Intl Inv
Merrill Lynch Asset Gr Oppty B (MBROX) -0.1 -2.55 Vang 500 Idx
Merrill Lynch Basic Value C (MCBAX) -9.44 -7.9 Vang 500 Idx
Merrill Lynch Basic Value D (MDBAX) -8.55 -6.95 Vang 500 Idx
Merrill Lynch Capital C (MCCPX) -7.66 -4.27 Vang Bal Idx
Merrill Lynch Capital D (MDCPX) -6.81 -3.38 Vang Bal Idx
Merrill Lynch Devel Cap Mkts B (MBDCX) 7.62 -16.63 Schwab Intl Inv
Merrill Lynch Devel Cap Mkts C (MCDCX) 7.56 -16.63 Schwab Intl Inv
Merrill Lynch EuroFund C (MCEFX) 0.02 10.74 Schwab Intl Inv
Merrill Lynch EuroFund D (MDEFX) 0.86 11.68 Schwab Intl Inv
Merrill Lynch Fundmntl Growth A (MAFGX) 4.62 0.98 Vang 500 Idx
Merrill Lynch Fundmntl Growth B (MBFGX) 3.29 -0.2 Vang 500 Idx
Merrill Lynch Global Alloc C (MCLOX) 7.09 1.35 Schwab Intl Inv
Merrill Lynch Global Alloc D (MDLOX) 8.21 2.3 Schwab Intl Inv
Merrill Lynch Global Sml Cap B (MBGCX) 5.93 -7.8 Schwab Intl Inv
Merrill Lynch Global Sml Cap D (MDGCX) 6.83 -7 Schwab Intl Inv
Merrill Lynch Growth C (MCQRX) -35.15 -22.07 Dreyf MidCap Idx
Merrill Lynch Growth D (MDQRX) -34.48 -21.28 Dreyf MidCap Idx
Merrill Lynch Healthcare C (MCHCX) -3.17 3.6 Specialty
Merrill Lynch Intl Equity A (MAIEX) 0.91 -7.94 Schwab Intl Inv
Merrill Lynch Latin America A (MALTX) -6.36 -9.2 Schwab Intl Inv
Merrill Lynch Latin America C (MCLTX) -7.39 -10.27 Schwab Intl Inv
Merrill Lynch Pacific C (MCPCX) 28.42 -5.17 Schwab Intl Inv
Merrill Lynch Pacific D (MDPCX) 29.48 -4.34 Schwab Intl Inv
Merrill Lynch Phoenix D (MDPNX) 1.06 -3.3 Dreyf MidCap Idx
Merrill Lynch Spec Value D (MDSPX) -0.68 3.03 Vang SmCap Idx
Merrill Lynch Technology C (MCTCX) 39.62 2.41 Specialty
MFS Emerging Growth C (MFECX) -5.23 -10.62 Vang 500 Idx
MFS Equity Income A (MEIAX) -7.62 -3.83 Vang 500 Idx
MFS Global Asset Alloc A (MWAAX) -6.88 -2.8 Schwab Intl Inv
MFS Global Asset Alloc C (MWACX) -7.46 -3.36 Schwab Intl Inv
MFS International Growth B (MGRBX) -11.71 -11.67 Schwab Intl Inv
MFS Massachusetts Inv C (MITCX) -11.88 -5.28 Vang 500 Idx
MFS Research Growth & Inc A (MRGAX) -9.19 -6.83 Vang 500 Idx
MFS Strategic Growth A (MFSGX) 8.16 11.31 Vang 500 Idx
MFS Total Return C (MTRCX) -6.04 -3.51 Vang Bal Idx
MFS/Foreign Emerging Mkts A (MEMAX) -2.66 -13.18 Schwab Intl Inv
MFS/Foreign Emerging Mkts B (MEMBX) -3.26 -13.67 Schwab Intl Inv
Monetta Balanced (MBALX) 3.67 0.43 Vang Bal Idx
Monetta Large-Cap Equity (MLCEX) 4.25 -4.8 Vang 500 Idx
Montag & Caldwell Growth I (MCGIX) -3.11 1.27 Vang 500 Idx
Montgomery Equity Income R (MNEIX) -7.74 -10.18 Vang 500 Idx
Montgomery Intl Growth R (MNIGX) -3.74 3.75 Schwab Intl Inv
Montgomery Select 50 R (MNSFX) -8.91 -10.62 Vang 500 Idx
Montgomery U.S. Emerg Growth R (MNMCX) -6.93 -2.18 Vang SmCap Idx
MSDW Balanced Growth C (BGRCX) -1.43 -1.04 Vang Bal Idx
MSDW Income Builder B (INBBX) -8.44 -4.09 Vang Bal Idx
MSDW Information B (IFOBX) 61.2 14.62 Specialty
MSDW Instl US Real Est A (MSUSX) -15.74 -1.65 Specialty
MSDW Intl Small Cap B (ISMBX) 8.42 -11.39 Schwab Intl Inv
MSDW Japan B (JPNBX) 28.6 -13.31 Schwab Intl Inv
Munder Index 500 B (MUXBX) -1.09 -1 Vang 500 Idx
n/i Numeric Investors Growth & Val (NIGVX) -5.47 3.31 Dreyf MidCap Idx
n/i Numeric Investors Growth (NISGX) -9.02 -6.8 Dreyf MidCap Idx
n/i Numeric Investors Micro (NIMCX) 11.25 12.55 Vang SmCap Idx
Nations Intl Value Inv A (NIVLX) 16.59 9.67 Schwab Intl Inv
Navellier Aggr Growth (NPFGX) 12.07 -10.17 Dreyf MidCap Idx
Needham Growth (NEEGX) 18.92 1.19 Dreyf MidCap Idx
New England Star Advisers A (NEFSX) -1.71 -8.5 Vang 500 Idx
New England Star Advisers B (NESBX) -2.65 -9.41 Vang 500 Idx
New England Star Worldwide A (NEFDX) 6.51 1.4 Schwab Intl Inv
New England Star Worldwide B (NEDBX) 5.76 0.6 Schwab Intl Inv
New England Star Worldwide C (NEDCX) 5.76 0.6 Schwab Intl Inv
Noah (NOAHX) 11.36 3.36 Vang 500 Idx
North American Intl Grth & Inc C (NAGCX) -5.04 -4.85 Schwab Intl Inv
Northern Technology (NTCHX) 70.08 34.61 Specialty
Northstar Intl Value A (NIVAX) 16.26 10.03 Schwab Intl Inv
Northstar Intl Value C (NIVCX) 15.38 9.23 Schwab Intl Inv
Northstar Special A (NSPAX) 6.07 -6.2 Dreyf MidCap Idx
Norwest Advant Divr Equity I (NVDEX) -5.2 -6.19 Vang 500 Idx
Norwest Advant Growth Bal I (NVGBX) 4.51 0.91 Vang Bal Idx
Norwest Advant Growth Equity I (NVGEX) -11.56 -11.33 Vang 500 Idx
Norwest Advant Income Equity A (NVAEX) -5.22 -6.13 Vang 500 Idx
Norwest Advant Income Equity B (NVBEX) -6.21 -6.99 Vang 500 Idx
Norwest Advant Income Equity I (NVIEX) -5.2 -6.11 Vang 500 Idx
Norwest Advant Index I (NVINX) -0.51 -0.37 Vang 500 Idx
Norwest Advant Large Co Gr I (NVLCX) 16.81 6.39 Vang 500 Idx
Norwest Advant Mod Bal I (NVMBX) -1.09 -3.98 Vang Bal Idx
Norwest Advant Small Co Gr I (NVSCX) -19.45 -12.49 Dreyf MidCap Idx
Oakmark Equity & Income I (OAKBX) -0.14 0.31 Vang Bal Idx
Oakmark Intl Small Cap I (OAKEX) 48.76 -1.02 Schwab Intl Inv