| Every fund in the table below is a 3-ALARM fund in this month's database. Every fund below has also underperformed its benchmark in every single calendar year since 2000, and it's still underperforming this year (through July 31). Funds are listed alphabetically.
Example: For the year 2004, AIM Aggressive Growth A (the first fund below) returned 11.82%. For the same year, the fund's benchmark (Dreyfus Mid Cap Index) returned 15.93%. The difference between the return of AIM Aggressive Growth and Dreyfus Mid Cap Index (11.82% minus 15.93%) is the amount by which the AIM fund underperformed it benchmark for 2004, and this number (-4.11%) is shown in the cell under "2004." |
| 3-ALARM fund | % by which fund underperformed its benchmark for the year: | Benchmark | |||||
|---|---|---|---|---|---|---|---|
| 2004 | 2003 | 2002 | 2001 | 2000 |
2005 (YTD) |
||
| AIM Aggressive Growth A (AAGFX) | -4.11 | -7.58 | -7.63 | -24.99 | -13.78 | -4.47 | Dreyf MidCap Idx |
| AIM Aggressive Growth B (AAGBX) | -4.93 | -8.56 | -8.18 | -25.61 | -14.52 | -4.83 | Dreyf MidCap Idx |
| AIM Blue Chip A (ABCAX) | -6.45 | -3.22 | -4.27 | -10.89 | -0.21 | -1.77 | Vang 500 Idx |
| AIM Blue Chip B (ABCBX) | -7.19 | -4.08 | -4.72 | -11.37 | -0.86 | -2.08 | Vang 500 Idx |
| AIM Blue Chip C (ABCCX) | -7.19 | -4.08 | -4.72 | -11.37 | -0.86 | -2.08 | Vang 500 Idx |
| AIM Capital Development B (ACDBX) | -1.26 | -0.5 | -7.24 | -8.18 | -7.71 | -3.08 | Dreyf MidCap Idx |
| AIM Constellation B (CSTBX) | -5.27 | -0.08 | -3.11 | -12.13 | -2 | -0.7 | Vang 500 Idx |
| AIM Constellation C (CSTCX) | -5.27 | -0.06 | -3.12 | -12.14 | -2 | -0.65 | Vang 500 Idx |
| AIM Opportunities II C (MCODX) | -9.33 | -6.24 | -5.47 | -21.88 | -7.42 | -0.55 | Dreyf MidCap Idx |
| AIM Premier Equity A (AVLFX) | -5.26 | -3.6 | -8.76 | -0.97 | -5.91 | -0.37 | Vang 500 Idx |
| AIM Premier Equity B (AVLBX) | -6.05 | -4.74 | -9.21 | -1.59 | -6.57 | -0.73 | Vang 500 Idx |
| AIM Premier Equity C (AVLCX) | -6.06 | -4.6 | -9.28 | -1.58 | -6.56 | -0.73 | Vang 500 Idx |
| AIM S&P 500 Index Inv (ISPIX) | -0.61 | -0.88 | -0.7 | -0.36 | -0.91 | -0.26 | Vang 500 Idx |
| AIM Small Co Growth Inv (FIEGX) | -6.86 | -12.14 | -11.36 | -24.01 | -9.52 | -1.83 | Vang SmCap Idx |
| Allegiant S&P 500 Index I (AQDIX) | -0.1 | -0.46 | -0.18 | -0.2 | -0.14 | -0.15 | Vang 500 Idx |
| Allegiant Small Cap Growth B (ASGRX) | -20.77 | -1.38 | -19.85 | -12.07 | -13.06 | -12.12 | Vang SmCap Idx |
| AllianceBernstein Tax Managed Bal with St A (AGIAX) | -2.68 | -2.36 | -3.87 | -11.47 | -0.17 | -0.76 | Vang Bal Idx |
| Allianz PEA Growth B (PGFBX) | -2.1 | -4.24 | -7.63 | -17.56 | -5.8 | -0.56 | Vang 500 Idx |
| Allianz PEA Growth C (PGWCX) | -2.04 | -4.33 | -7.57 | -17.56 | -5.8 | -0.62 | Vang 500 Idx |
| Allianz RCM Intl Growth Eq Instl (DRIEX) | -2.68 | -2.97 | -7.02 | -9.22 | -9.18 | -2.46 | Schwab Intl Idx |
| American Beacon S&P 500 Plan Ahd (AAFPX) | -0.89 | -0.76 | -0.44 | -0.47 | -0.48 | -0.24 | Vang 500 Idx |
| American Century Equity Index Inv (ACIVX) | -0.36 | -0.84 | -0.09 | -0.11 | -0.58 | -0.29 | Vang 500 Idx |
| American Century Growth Adv (TCRAX) | -1.12 | -4.34 | -4.19 | -6.95 | -5.83 | -0.59 | Vang 500 Idx |
| American Century Growth Inv (TWCGX) | -0.83 | -4.09 | -3.98 | -6.65 | -5.65 | -0.47 | Vang 500 Idx |
| American Century New Opp Inv (TWNOX) | -13.6 | -16.88 | -2.6 | -32.69 | -15.53 | -4.11 | Vang SmCap Idx |
| American Century Ultra Adv (TWUAX) | -0.36 | -2.91 | -1.24 | -2.86 | -11.01 | -2.51 | Vang 500 Idx |
| American Century Ultra Inv (TWCUX) | -0.05 | -2.67 | -1 | -2.59 | -10.85 | -2.46 | Vang 500 Idx |
| American Perform Growth Equity (APGEX) | -8.7 | -7.15 | -2.04 | -0.78 | -14.71 | -0.87 | Vang 500 Idx |
| AXP Mutual A (INMUX) | -0.01 | -0.36 | -5.82 | -9.68 | -8.99 | -0.73 | Vang Bal Idx |
| AXP Mutual B (IDMBX) | -0.93 | -1.26 | -6.41 | -10.41 | -9.63 | -1.14 | Vang Bal Idx |
| AXP Threadneedle International A (INIFX) | -1.72 | -8.87 | -3.98 | -6.58 | -7.45 | -1.11 | Schwab Intl Idx |
| AXP Threadneedle International B (IWWGX) | -2.55 | -10 | -4.57 | -7.15 | -8.01 | -1.52 | Schwab Intl Idx |
| AXP Threadneedle International Y (IDIYX) | -1.53 | -8.39 | -3.8 | -6.45 | -7.36 | -0.98 | Schwab Intl Idx |
| Barclays Global Inv S&P 500 (WFSPX) | -0.06 | -0.13 | -0.05 | -0.09 | -0.28 | -0.03 | Vang 500 Idx |
| BB&T Large Company Growth I (BLCTX) | -4.66 | -2.02 | -5.55 | -9.28 | -4.21 | -0.12 | Vang 500 Idx |
| BB&T Small Company Growth I (BBCGX) | -9.67 | -12.47 | -11.75 | -40.07 | -12.39 | -1.92 | Vang SmCap Idx |
| BlackRock Index Equity Inv A (CIEAX) | -0.53 | -0.84 | -0.55 | -0.66 | -0.72 | -0.19 | Vang 500 Idx |
| BlackRock Index Equity Inv B (CIEBX) | -1.4 | -1.78 | -1.11 | -1.33 | -1.35 | -0.63 | Vang 500 Idx |
| BlackRock Index Equity Inv C (CIECX) | -1.35 | -1.77 | -1.15 | -1.29 | -1.39 | -0.67 | Vang 500 Idx |
| BlackRock Index Equity Svc (PNESX) | -0.45 | -0.64 | -0.43 | -0.5 | -0.54 | -0.18 | Vang 500 Idx |
| BlackRock Mid Cap Growth Inv A (BMGAX) | -0.82 | -1.44 | -13.89 | -31.14 | -28.41 | -1.93 | Dreyf MidCap Idx |
| BlackRock Mid Cap Growth Inv B (BMGBX) | -1.68 | -2.56 | -14.38 | -31.65 | -28.93 | -2.39 | Dreyf MidCap Idx |
| BlackRock Mid Cap Growth Svc (CMGSX) | -0.67 | -1.33 | -13.78 | -30.98 | -28.12 | -1.67 | Dreyf MidCap Idx |
| Capstone Growth (TRDFX) | -4.25 | -3.06 | -1.98 | -1.18 | -0.04 | -0.26 | Vang 500 Idx |
| Columbia Growth Stock Z (SRFSX) | -12.91 | -3.26 | -7.39 | -11.96 | -2.24 | -2.02 | Vang 500 Idx |
| Columbia Small Co Equity T (GASEX) | -8.99 | -3.47 | -13.74 | -3.22 | -2.82 | -6.33 | Vang SmCap Idx |
| Columbia Tax-Managed Growth I B (CTMBX) | -6.99 | -1.24 | -0.52 | -4.77 | -6.9 | -1.18 | Vang 500 Idx |
| Columbia Tax-Managed Growth I C (CTMCX) | -6.99 | -1.24 | -0.52 | -4.72 | -6.9 | -1.18 | Vang 500 Idx |
| Commerce Growth Instl (CFGRX) | -6.26 | -1.54 | -0.35 | -7.93 | -2.28 | -0.31 | Vang 500 Idx |
| Delaware Trend A (DELTX) | -3.63 | -1.56 | -5.23 | -13.87 | -23.53 | -6.62 | Dreyf MidCap Idx |
| Delaware Trend B (DERBX) | -4.38 | -2.5 | -5.8 | -14.47 | -24.21 | -7.05 | Dreyf MidCap Idx |
| Delaware Trend C (DETCX) | -4.41 | -2.46 | -5.79 | -14.5 | -24.13 | -7.04 | Dreyf MidCap Idx |
| Delaware Trend Instl (DGTIX) | -3.32 | -1.13 | -5 | -13.62 | -23.26 | -6.41 | Dreyf MidCap Idx |
| Diversified Balanced Inv (DVIBX) | -1.6 | -2.87 | -1.05 | -2.8 | -0.76 | -0.41 | Vang Bal Idx |
| Diversified Stock Index Instl (DISFX) | -0.07 | -0.38 | -0.16 | -0.17 | -0.52 | -0.11 | Vang 500 Idx |
| Diversified Stock Index Inv (DSKIX) | -0.55 | -0.65 | -0.5 | -0.48 | -0.72 | -0.23 | Vang 500 Idx |
| Dreyfus Founders Discovery A (FDIDX) | -9.22 | -9.22 | -13 | -20.91 | -5.48 | -4.42 | Vang SmCap Idx |
| Dreyfus Founders Discovery F (FDISX) | -9.16 | -9.18 | -13.06 | -20.93 | -5.56 | -4.41 | Vang SmCap Idx |
| Dreyfus Premier Balanced A (PRBAX) | -3.98 | -2.02 | -8.08 | -6.65 | -1.09 | -2.07 | Vang Bal Idx |
| Dreyfus Premier Balanced R (PDBLX) | -3.71 | -1.77 | -7.81 | -6.42 | -0.92 | -1.92 | Vang Bal Idx |
| Dreyfus Premier Third Cent A (DTCAX) | -5.13 | -3.1 | -7.2 | -11.82 | -4.02 | -0.15 | Vang 500 Idx |
| Dreyfus Premier Third Century Z (DRTHX) | -4.81 | -2.63 | -7.22 | -11.7 | -3.84 | -0.06 | Vang 500 Idx |
| Dreyfus Premier Thrd Century R (DRTCX) | -4.72 | -2.43 | -6.97 | -11.55 | -3.8 | -0.79 | Vang 500 Idx |
| Dreyfus S&P 500 Index (PEOPX) | -0.36 | -0.41 | -0.36 | -0.34 | -0.51 | -0.19 | Vang 500 Idx |
| Dryden Stock Index A (PSIAX) | -0.52 | -0.57 | -0.37 | -0.37 | -0.04 | -0.28 | Vang 500 Idx |
| Eastern Point Adv Capital Appreciation A (ICTWX) | -8.46 | -8.08 | -1.47 | -6.33 | -30.91 | -12.46 | Dreyf MidCap Idx |
| Eaton Vance Spec Equities A (EVSEX) | -12.21 | -3.99 | -17.86 | -22.93 | -25.76 | -6.87 | Dreyf MidCap Idx |
| Eaton Vance Tax-Managed Small Growth 1.1 B (EMMGX) | -12.66 | -5.92 | -17.08 | -23.08 | -28.24 | -7.34 | Dreyf MidCap Idx |
| Evergreen Equity Index A (ESINX) | -0.49 | -0.8 | -0.33 | -0.29 | -0.41 | -0.24 | Vang 500 Idx |
| Evergreen Equity Index B (ESIOX) | -1.34 | -1.74 | -0.9 | -0.94 | -1.09 | -0.67 | Vang 500 Idx |
| Evergreen Large Co Growth A (EKJAX) | -6.06 | -0.93 | -1.79 | -6.06 | -6.39 | -0.64 | Vang 500 Idx |
| Evergreen Large Co Growth B (EKJBX) | -6.82 | -1.72 | -2.32 | -6.79 | -7.02 | -1.16 | Vang 500 Idx |
| Federated Capital Income B (CAPBX) | -0.26 | -0.89 | -14.93 | -11.93 | -7.83 | -0.36 | Vang Bal Idx |
| Federated Intl Cap Appr B (IGFBX) | -3.75 | -1.25 | -1.15 | -3.38 | -9.52 | -1.05 | Schwab Intl Idx |
| Federated Intl Equity A (FTITX) | -4.13 | -2.17 | -7.94 | -6.16 | -8.66 | -4.25 | Schwab Intl Idx |
| Federated Intl Equity B (FIEBX) | -4.9 | -3.17 | -8.57 | -6.65 | -9.23 | -4.74 | Schwab Intl Idx |
| Federated Intl Equity C (FIECX) | -5 | -3.21 | -8.48 | -6.66 | -9.23 | -4.65 | Schwab Intl Idx |
| Federated Max-Cap Index Instl Svc (FMXSX) | -0.42 | -0.73 | -0.48 | -0.48 | -0.83 | -0.11 | Vang 500 Idx |
| Federated Mini Cap Index C (MNCCX) | -3.3 | -1.03 | -1.64 | -2.58 | -3.14 | -3.24 | Vang SmCap Idx |
| Fidelity Adv Growth Oppty B (FABGX) | -4.54 | -0.15 | -0.79 | -3.67 | -9.67 | -1.01 | Vang 500 Idx |
| Fidelity Adv Growth Oppty C (FACGX) | -4.38 | -0.11 | -0.76 | -3.64 | -9.65 | -0.99 | Vang 500 Idx |
| Fidelity Blue Chip Growth (FBGRX) | -4.48 | -3.7 | -3.17 | -4.53 | -1.48 | -0.67 | Vang 500 Idx |
| Fidelity Large Cap Stock (FLCSX) | -4.37 | -3.34 | -0.89 | -5.73 | -5.47 | -0.94 | Vang 500 Idx |
| Fifth Third Equity Index Instl (KNIEX) | -0.11 | -0.3 | -0.2 | -0.2 | -0.24 | -0.02 | Vang 500 Idx |
| First American Equity Index B (FAEQX) | -1.34 | -1.62 | -0.82 | -0.98 | -1.42 | -0.67 | Vang 500 Idx |
| First American Equity Index Y (FEIIX) | -0.24 | -0.36 | -0.04 | -0.11 | -0.52 | -0.07 | Vang 500 Idx |
| Flex-funds Quantex (FLCGX) | -8.31 | -7.73 | -9.67 | -12.32 | -26.5 | -0.58 | Dreyf MidCap Idx |
| Frontier Equity (FEFPX) | -26.8 | -89.86 | -33.96 | -32.91 | -48.84 | -23.46 | Vang SmCap Idx |
| Gartmore S&P 500 Svc (GRMSX) | -0.45 | -0.72 | -0.52 | -0.31 | -0.62 | -0.3 | Vang 500 Idx |
| Guardian Park Avenue B (GUPBX) | -6.07 | -8.78 | -0.16 | -10.44 | -10.31 | -2.43 | Vang 500 Idx |
| Harbor International Growth Instl (HAIGX) | -7.55 | -8.65 | -9.04 | -15.8 | -7.91 | -1.04 | Schwab Intl Idx |
| Heritage Growth Equity A (HGEAX) | -12.74 | -1.3 | -5.99 | -4.84 | -2.49 | -3.84 | Vang 500 Idx |
| Heritage Growth Equity C (HGECX) | -13.49 | -2.24 | -6.52 | -5.45 | -3.16 | -4.29 | Vang 500 Idx |
| HighMark Balanced Fid (HMBAX) | -4.43 | -1.5 | -3.72 | -1.92 | -0.42 | -0.04 | Vang Bal Idx |
| HighMark Balanced Ret A (HMBRX) | -4.68 | -1.75 | -3.95 | -2.22 | -0.66 | -0.17 | Vang Bal Idx |
| ING Index Plus Large Cap B (ATLBX) | -1.6 | -4.04 | -0.49 | -2.87 | -1.26 | -0.24 | Vang 500 Idx |
| ING Small Cap Oppty A (NSPAX) | -10.33 | -6.03 | -25.43 | -36.59 | -3.37 | -3.37 | Vang SmCap Idx |
| ING Small Cap Oppty B (NSPBX) | -11.05 | -6.99 | -25.81 | -37.1 | -3.98 | -3.8 | Vang SmCap Idx |
| ING Small Cap Oppty C (NSPCX) | -11.08 | -6.98 | -25.8 | -37.09 | -4.03 | -3.84 | Vang SmCap Idx |
| Integrity Small Cap Growth A (ICPAX) | -3.88 | -4.6 | -9.5 | -11.32 | -19.9 | -1.66 | Dreyf MidCap Idx |
| John Hancock Mid Cap Growth A (SPOAX) | -10.99 | -0.11 | -9.86 | -32.58 | -30.26 | -4.28 | Dreyf MidCap Idx |
| John Hancock Mid Cap Growth B (SPOBX) | -11.67 | -1.1 | -10.36 | -33.09 | -30.82 | -4.78 | Dreyf MidCap Idx |
| John Hancock Small Cap Growth A (TAEMX) | -5.65 | -15.32 | -11.52 | -17.32 | -18.81 | -3.47 | Vang SmCap Idx |
| John Hancock Small Cap Growth B (TSEGX) | -6.52 | -16.22 | -12.14 | -17.95 | -19.37 | -4.07 | Vang SmCap Idx |
| JPMorgan Equity Index A (OGEAX) | -0.51 | -0.61 | -0.33 | -0.37 | -0.47 | -0.18 | Vang 500 Idx |
| JPMorgan Equity Index B (OGEIX) | -1.34 | -1.59 | -0.89 | -1.03 | -1.14 | -0.6 | Vang 500 Idx |
| JPMorgan Equity Index C (OEICX) | -1.32 | -1.55 | -0.92 | -1.04 | -1.13 | -0.63 | Vang 500 Idx |
| JPMorgan Large Cap Growth A (OLGAX) | -4.06 | -1.44 | -6.43 | -8.55 | -15.14 | -2.02 | Vang 500 Idx |
| JPMorgan Large Cap Growth B (OGLGX) | -4.85 | -2.35 | -6.95 | -9.14 | -15.67 | -2.38 | Vang 500 Idx |
| JPMorgan Large Cap Growth Select (SEEGX) | -3.72 | -1.22 | -6.23 | -8.3 | -14.95 | -1.92 | Vang 500 Idx |
| JPMorgan Tax-Aware Lg Cap Growth Sel (VSLGX) | -6.74 | -7.24 | -4.89 | -5.53 | -15.66 | -1.79 | Vang 500 Idx |
| Jundt U.S. Emerging Growth A (JEGHX) | -8.31 | -2.97 | -8.14 | -15.92 | -24.54 | -13.33 | Vang SmCap Idx |
| Jundt U.S. Emerging Growth B (JEGBX) | -9.11 | -3.94 | -8.73 | -16.52 | -25.08 | -13.78 | Vang SmCap Idx |
| Leonetti Balanced (LEONX) | -4.65 | -5.94 | -0.94 | -6 | -7 | -5.43 | Vang Bal Idx |
| Lord Abbett Developing Growth B (LADBX) | -14.51 | -6.49 | -9.93 | -10.61 | -15.51 | -0.25 | Vang SmCap Idx |
| Lord Abbett Developing Growth C (LADCX) | -14.6 | -6.44 | -9.75 | -10.6 | -15.49 | -0.14 | Vang SmCap Idx |
| MainStay Equity Index A (MCSEX) | -0.8 | -1.1 | -0.55 | -0.63 | -0.67 | -0.38 | Vang 500 Idx |
| MainStay Small Cap Growth A (MSMAX) | -10.88 | -4.23 | -8.9 | -21.86 | -17.57 | -0.92 | Vang SmCap Idx |
| MainStay Small Cap Growth B (MSOBX) | -11.75 | -5.38 | -9.37 | -22.44 | -18.24 | -1.35 | Vang SmCap Idx |
| Managers Captl Appreciation (MGCAX) | -5.59 | -3.45 | -8.34 | -19.53 | -13.14 | -1.31 | Vang 500 Idx |
| Marshall Large-Cap Growth & Inc Inv (MASTX) | -1.78 | -3.78 | -5.26 | -1.07 | -0.19 | -0.62 | Vang 500 Idx |
| Mason Street Agg Growth Stock A (MAGAX) | -2.33 | -11.3 | -6.18 | -18.11 | -11 | -7.01 | Dreyf MidCap Idx |
| Mason Street Index 500 A (MISAX) | -0.74 | -0.89 | -0.51 | -0.45 | -0.43 | -0.32 | Vang 500 Idx |
| MassMutual Select Index Equity L (MMILX) | -0.49 | -0.63 | -0.38 | -0.44 | -0.55 | -0.2 | Vang 500 Idx |
| MassMutual Select Small Cap Growth Equity L (MSGLX) | -6.44 | -1.8 | -5.47 | -14.73 | -10.87 | -1.26 | Vang SmCap Idx |
| MassMutual Select Small Cap Growth Equity S (MSGSX) | -6.11 | -1.52 | -5.23 | -14.48 | -10.65 | -1.07 | Vang SmCap Idx |
| Merrill S&P 500 Index A (MDSRX) | -0.52 | -0.49 | -0.48 | -0.47 | -0.59 | -0.21 | Vang 500 Idx |
| Merrill S&P 500 Index I (MASRX) | -0.2 | -0.15 | -0.36 | -0.17 | -0.35 | -0.01 | Vang 500 Idx |
| MFS Strategic Growth B (MSBGX) | -4.89 | -2.02 | -8.18 | -13.52 | -2.43 | -1.86 | Vang 500 Idx |
| MFS Strategic Growth C (MFGCX) | -4.96 | -2.01 | -8.13 | -13.52 | -2.44 | -1.86 | Vang 500 Idx |
| MMA Praxis International B (MMPNX) | -4.02 | -9.67 | -4.1 | -3.18 | -3.07 | -1.39 | Schwab Intl Idx |
| Monetta Balanced (MBALX) | -3.78 | -0.42 | -4.76 | -14.32 | -2.67 | -2.37 | Vang Bal Idx |
| Morgan Stanley S&P 500 Index A (SPIAX) | -0.62 | -0.68 | -0.46 | -0.45 | -0.66 | -0.28 | Vang 500 Idx |
| Morgan Stanley S&P 500 Index B (SPIBX) | -1.39 | -1.66 | -1.06 | -1.19 | -1.3 | -0.75 | Vang 500 Idx |
| Munder Index 500 A (MUXAX) | -0.61 | -0.63 | -0.48 | -0.39 | -0.51 | -0.25 | Vang 500 Idx |
| Munder Index 500 B (MUXBX) | -0.84 | -0.95 | -0.74 | -0.67 | -0.84 | -0.42 | Vang 500 Idx |
| Munder Index 500 K (MUXKX) | -0.6 | -0.61 | -0.52 | -0.46 | -0.65 | -0.29 | Vang 500 Idx |
| Nicholas-Applegate U.S. Sys Large Cap Growth I (NLCIX) | -5.3 | -7.39 | -11.64 | -29.19 | -14.92 | -0.5 | Vang 500 Idx |
| Nicholas-Applegate U.S. Sys Large Cap Growth R (NLCRX) | -5.5 | -7.68 | -11.8 | -29.36 | -15.1 | -0.6 | Vang 500 Idx |
| North Track S&P 100 Index A (PPSPX) | -5.51 | -3.6 | -1.53 | -3.09 | -3.87 | -2.77 | Vang 500 Idx |
| Northern Stock Index (NOSIX) | -0.49 | -0.54 | -0.4 | -0.33 | -0.41 | -0.08 | Vang 500 Idx |
| Oppenheimer Discovery A (OPOCX) | -15.92 | -6.65 | -4.08 | -14.69 | -10.59 | -5.73 | Vang SmCap Idx |
| Oppenheimer Discovery B (ODIBX) | -16.8 | -7.66 | -4.67 | -15.38 | -11.23 | -6.24 | Vang SmCap Idx |
| PBHG Growth (PBHGX) | -8.24 | -9.34 | -15.33 | -33.52 | -39.73 | -3.35 | Dreyf MidCap Idx |
| Phoenix Bal Ret A (PABRX) | -5.45 | -0.38 | -6.26 | -9.1 | -5.07 | -4.26 | Vang Bal Idx |
| Phoenix Bal Ret C (PCBRX) | -6.19 | -1.31 | -6.89 | -9.76 | -5.75 | -4.72 | Vang Bal Idx |
| Phoenix Capital Growth A (PHGRX) | -6.09 | -2.74 | -3.26 | -23.16 | -9.08 | -3 | Vang 500 Idx |
| Phoenix Capital Growth B (PGTBX) | -6.94 | -3.66 | -3.81 | -23.65 | -9.7 | -3.37 | Vang 500 Idx |
| Phoenix Large Cap Growth A (SGCRX) | -7.59 | -2.73 | -7.19 | -2.47 | -4.15 | -4.58 | Vang 500 Idx |
| Pioneer International Value B (PBIFX) | -1.02 | -9.38 | -0.42 | -2.6 | -9.19 | -2.05 | Schwab Intl Idx |
| ProFunds Bull Inv (BLPIX) | -1.71 | -2.33 | -3.06 | -3.28 | -3.42 | -0.87 | Vang 500 Idx |
| Putnam Growth Opporty A (POGAX) | -9.26 | -4.99 | -7.95 | -20.2 | -17.54 | -1.34 | Vang 500 Idx |
| Putnam Growth Opporty B (POGBX) | -10.09 | -5.95 | -8.4 | -20.74 | -18.1 | -1.74 | Vang 500 Idx |
| Putnam Growth Opporty C (POGCX) | -10.01 | -6.05 | -8.41 | -20.73 | -18.07 | -1.76 | Vang 500 Idx |
| Putnam Growth Opporty Y (PGOYX) | -9.05 | -4.69 | -7.71 | -20.09 | -17.37 | -1.14 | Vang 500 Idx |
| Putnam OTC Emerging Growth B (POTBX) | -8.71 | -1.09 | -18.17 | -45.58 | -68.39 | -5.3 | Dreyf MidCap Idx |
| Putnam OTC Emerging Growth M (POEMX) | -8.59 | -0.77 | -17.99 | -45.42 | -68.24 | -5.05 | Dreyf MidCap Idx |
| Robeco WPG Tudor (WPGTX) | -0.55 | -0.26 | -6.08 | -17.88 | -2.53 | -5.85 | Vang SmCap Idx |
| Schwab S&P 500 e.Sh (SWPEX) | -0.12 | -0.17 | -0.09 | -0.13 | -0.17 | -0.01 | Vang 500 Idx |
| Schwab S&P 500 Inv (SWPIX) | -0.21 | -0.35 | -0.13 | -0.13 | -0.27 | -0.06 | Vang 500 Idx |
| Scudder Equity 500 Index Inv (BTIEX) | -0.17 | -0.2 | -0.07 | -0.15 | -0.3 | -0.03 | Vang 500 Idx |
| Scudder Lifecycle Long Range Inv (BTILX) | -0.65 | -0.45 | -1.81 | -1.93 | -0.44 | -0.78 | Vang Bal Idx |
| Scudder S&P 500 Index AARP (ASPIX) | -0.37 | -0.46 | -0.19 | -0.3 | -0.44 | -0.15 | Vang 500 Idx |
| Scudder S&P 500 Index S (SCPIX) | -0.37 | -0.46 | -0.18 | -0.3 | -0.44 | -0.15 | Vang 500 Idx |
| Scudder Total Return A (KTRAX) | -3.19 | -2.66 | -6.15 | -3.77 | -0.74 | -0.11 | Vang Bal Idx |
| Scudder Total Return B (KTRBX) | -3.97 | -3.88 | -6.86 | -4.61 | -1.66 | -0.48 | Vang Bal Idx |
| Security Equity B (SEQBX) | -4.3 | -8.58 | -2.04 | -0.75 | -4.01 | -2.11 | Vang 500 Idx |
| SEI Index S&P 500 Index A (SSPIX) | -0.54 | -0.33 | -0.25 | -0.28 | -0.44 | -0.18 | Vang 500 Idx |
| SEI Index S&P 500 Index E (TRQIX) | -0.15 | -0.06 | -0.13 | -0.16 | -0.29 | -0.11 | Vang 500 Idx |
| Seligman Capital A (SCFIX) | -7.78 | -0.23 | -18.3 | -14.04 | -9.02 | -0.55 | Dreyf MidCap Idx |
| Seligman Capital B (SLCBX) | -8.66 | -1.13 | -18.84 | -14.66 | -9.75 | -1.02 | Dreyf MidCap Idx |
| Seligman Capital C (SCLCX) | -8.68 | -1.1 | -18.84 | -14.68 | -9.71 | -0.98 | Dreyf MidCap Idx |
| Seligman Capital D (SLCDX) | -8.67 | -1.19 | -18.8 | -14.64 | -9.8 | -0.97 | Dreyf MidCap Idx |
| Seligman Frontier A (SLFRX) | -6.81 | -8.62 | -7.05 | -11.82 | -11.52 | -10.13 | Vang SmCap Idx |
| Seligman Frontier B (SLFBX) | -7.68 | -9.74 | -7.61 | -12.48 | -12.22 | -10.51 | Vang SmCap Idx |
| Seligman Frontier D (SLFDX) | -7.58 | -9.7 | -7.64 | -12.56 | -12.27 | -10.59 | Vang SmCap Idx |
| Shepherd Large Cap Growth (DOIGX) | -17.83 | -9.77 | -22.16 | -42.4 | -44.05 | -2.61 | Dreyf MidCap Idx |
| Smith Barney Intl A (CSQAX) | -1.54 | -8.89 | -15.53 | -16.26 | -11.07 | -1.25 | Schwab Intl Idx |
| Smith Barney Intl All Cap Growth B (SBIBX) | -0.71 | -11.73 | -6.85 | -8.23 | -13.7 | -1.02 | Schwab Intl Idx |
| Smith Barney Intl B (CSQBX) | -2.57 | -10 | -16.21 | -16.73 | -11.56 | -1.7 | Schwab Intl Idx |
| Smith Barney S&P 500 Index Sm B (SBSPX) | -0.53 | -0.55 | -0.33 | -0.35 | -0.33 | -0.36 | Vang 500 Idx |
| STI Classic Tax-Sens Growth Stock L (STTFX) | -4.99 | -8.68 | -0.68 | -7.06 | -4 | -1.24 | Vang 500 Idx |
| Strategic Partners Conc Growth C (CCGSX) | -8.36 | -4.64 | -9.82 | -16.98 | -20.34 | -3.09 | Vang 500 Idx |
| Strategic Partners Conc Growth M (CBGSX) | -8.36 | -4.73 | -9.74 | -16.92 | -20.34 | -3.09 | Vang 500 Idx |
| Strategic Partners Small Cap Growth Oppty M (PBSBX) | -27.34 | -1.13 | -15.46 | -11.25 | -42.23 | -8.66 | Vang SmCap Idx |
| SunAmerica Balanced Asset C (SBDTX) | -4.24 | -6.41 | -7.02 | -11.82 | -8.23 | -3 | Vang Bal Idx |
| SunAmerica Balanced Assets A (SBAAX) | -3.48 | -5.71 | -6.49 | -11.28 | -7.61 | -2.6 | Vang Bal Idx |
| SunAmerica Balanced Assets B (SBABX) | -4.23 | -6.39 | -7.04 | -11.83 | -8.19 | -3 | Vang Bal Idx |
| SunAmerica Blue Chip Growth A (SVLAX) | -5.92 | -2.48 | -7.11 | -8.78 | -5.4 | -1.68 | Vang 500 Idx |
| SunAmerica Blue Chip Growth B (SVLBX) | -6.64 | -3.4 | -7.67 | -9.37 | -5.97 | -2.14 | Vang 500 Idx |
| SunAmerica Growth & Income A (SEIAX) | -0.88 | -5.82 | -3.35 | -9.56 | -1.8 | -2.08 | Vang 500 Idx |
| SunAmerica Growth & Income B (SEIBX) | -1.66 | -6.58 | -3.85 | -10.01 | -2.42 | -2.46 | Vang 500 Idx |
| T. Rowe Price Equity Index 500 (PREIX) | -0.23 | -0.19 | -0.06 | -0.15 | -0.24 | -0.1 | Vang 500 Idx |
| TA IDEX Templeton Great Co Global A (IGLBX) | -11.56 | -13.55 | -11.38 | -0.8 | -0.12 | -1.19 | Schwab Intl Idx |
| TA IDEX Templeton Great Co Global B (IGLWX) | -12.05 | -14.28 | -12.01 | -1.45 | -0.67 | -1.84 | Schwab Intl Idx |
| The Boston Co Small Cap Tax-Sens (SDCEX) | -4.29 | -0.29 | -3.98 | -24.79 | -11.11 | -0.62 | Vang SmCap Idx |
| Thrivent Mid Cap Growth A (LBMGX) | -5.42 | -1.22 | -11.13 | -19.62 | -4.73 | -3.33 | Dreyf MidCap Idx |
| Thurlow Growth (THRGX) | -49.56 | -1.1 | -16.02 | -25.14 | -72.76 | -8.3 | Dreyf MidCap Idx |
| TIAA-CREF Growth Equity (TIGEX) | -4.58 | -0.44 | -7.97 | -11 | -11.23 | -0.4 | Vang 500 Idx |
| Van Wagoner Small Cap Growth (VWMCX) | -35.69 | -8.16 | -19.66 | -43.84 | -15.56 | -15.08 | Vang SmCap Idx |
| Vantagepoint 500 Stock Index I (VPFIX) | -0.25 | -0.52 | -0.24 | -0.27 | -0.55 | -0.19 | Vang 500 Idx |
| Victory Stock Index (SSTIX) | -0.45 | -0.58 | -0.55 | -0.72 | -0.56 | -0.29 | Vang 500 Idx |
| Wells Fargo Adv Balanced Inv (STAAX) | -2.47 | -2.51 | -3.13 | -8.01 | -4.32 | -1.29 | Vang Bal Idx |
| Wells Fargo Adv Equity Index A (SFCSX) | -0.58 | -0.7 | -0.44 | -0.36 | -0.65 | -0.29 | Vang 500 Idx |
| Wells Fargo Adv Equity Index B (SQIBX) | -1.41 | -1.64 | -1.02 | -1.01 | -1.32 | -0.73 | Vang 500 Idx |
| Wells Fargo Adv Outlook 2020 A (STTRX) | -1.1 | -0.21 | -4.52 | -3.49 | -1.99 | -1.43 | Vang Bal Idx |