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Funds that are at least three-years old, but not yet five:
Which are the worst?
(Data as of July 31, 2002)


There are 44 funds in this table, listed alphabetically. None of the funds below is eligible for 3-ALARM status, because it hasn't been in existence for at least five years. But each fund below has underperformed its respective benchmark by at least 10% (1,000 basis points) for the past 12 months and three years, and it seems well on its way to 3-ALARM.
FundPerformance vs. Benchmark(%)Benchmark
12 Mos.3 Yrs.
AIM Aggressive Growth B (AAGBX) -16.05 -10.73 Dreyf MidCap Idx
AIM Weingarten C (CWEIX) -11.39 -12.47 Vang 500 Idx
Armada Small Cap Growth B (ASGRX) -21.59 -10.12 Vang SmCap Idx
ASAF Neuberger Berman Mid Cap Growth A (NBAGX) -19.36 -13.33 Dreyf MidCap Idx
ASAF Neuberger Berman Mid Cap Growth B (NBBGX) -19.64 -13.73 Dreyf MidCap Idx
Berger Mid Cap Growth (BEMGX) -31.36 -23.33 Dreyf MidCap Idx
Boyle Marathon (BFUNX) -12.43 -14.27 Vang 500 Idx
Conseco 20 A (CTWAX) -22.46 -19.3 Vang 500 Idx
DFA Tax-Mngd U.S. Mktwide Val (DTMMX) -17.27 -10.93 Dreyf MidCap Idx
Eaton Vance Tax-Managed Small Growth 1.1 B (EMMGX) -21.14 -17.28 Dreyf MidCap Idx
Evergreen Emerging Growth A (EKAAX) -15.66 -10.86 Dreyf MidCap Idx
Excelsior Large Cap Growth (UMLGX) -15.46 -12.14 Vang 500 Idx
Fidelity Adv Tel & Util C (FUGCX) -10.82 -11.69 Specialty-Utils
Franklin Aggr Grth Adv (FRAAX) -22.16 -10.6 Dreyf MidCap Idx
Franklin Aggressive Growth A (FGRAX) -22.3 -10.92 Dreyf MidCap Idx
Fremont U.S. Small Cap (FUSSX) -27.39 -10.81 Vang SmCap Idx
Grand Prix A (GPFFX) -31.41 -26.21 Vang SmCap Idx
Hartford Small Company C (HSMCX) -13.36 -13.61 Dreyf MidCap Idx
IDEX PBHG Mid Cap Grth A (IMCAX) -18.81 -18.43 Dreyf MidCap Idx
ING Mid Cap Oppty A (NMCAX) -15.42 -13.48 Dreyf MidCap Idx
INVESCO Endeavor Inv (IVENX) -26.88 -19 Vang 500 Idx
INVESCO Growth & Income Inv (IVGIX) -14.69 -12.28 Vang 500 Idx
IPO Plus Aftermarket (IPOSX) -10.43 -30.59 Dreyf MidCap Idx
IPS New Frontier (IPSFX) -22.4 -32.81 Dreyf MidCap Idx
Kelmoore Strategy C (KSOIX) -22.54 -13.88 Vang Bal Idx
Kopp Emerging Growth A (KOPPX) -36.79 -16.38 Vang SmCap Idx
Marketocracy Medical Special (MSFQX) -12.92 -20.18 Specialty-Health
MassMutual Instl Mid Cap Grth S (MCGSX) -17.81 -15.04 Dreyf MidCap Idx
Neuberger Berman Millennium Inv (NBMIX) -21.39 -10.54 Vang SmCap Idx
Neuberger Berman Millennium Tr (NBMOX) -21.46 -10.68 Vang SmCap Idx
Nevis Fund (NEVIX) -40.05 -31.87 Vang SmCap Idx
Nicholas-Applegate Large Select Growth R (NLCRX) -14.44 -11.38 Vang 500 Idx
Oppenheimer Mid Cap B (OMDBX) -15.75 -15.81 Dreyf MidCap Idx
Oppenheimer MidCap A (OMDAX) -15.2 -15.17 Dreyf MidCap Idx
Potomac OTC Plus (POTCX) -28.79 -23.61 Vang 500 Idx
ProFunds UltraBull Inv (ULPIX) -24.37 -19.37 Vang 500 Idx
ProFunds UltraOTC Inv (UOPIX) -50.82 -50.48 Vang 500 Idx
ProFunds UltraOTC Svc (UOPSX) -51.15 -49.52 Vang 500 Idx
Rydex Energy Services Adv (RYVAX) -13.39 -10.24 Specialty-NatRes
Sentinel Mid-Cap Growth B (SMGBX) -14.3 -13.76 Dreyf MidCap Idx
TCW Galileo Aggr Growth Equity N (TGANX) -20.56 -12.34 Vang 500 Idx
TCW Galileo Small Cap Growth N (TGSNX) -32.28 -20.6 Vang SmCap Idx
Van Wagoner Technology (VWTKX) -15.13 -18.66 Specialty-Tech
Vantagepoint Aggressive Opp (VPAOX) -25.72 -13.69 Dreyf MidCap Idx