| "Core" fund (large-cap blend) | Performance vs. benchmark | Alarm status
|
|---|
| 12 Mo. | 3 Yrs. | 5 Yrs.
|
|---|
|
AAL Capital Growth A (AALGX) |
4.22 |
2.32 |
1.38 |
NO ALARM |
|
AAL Capital Growth B (BBLGX) |
3.81 |
1.36 |
NA |
|
|
Aetna Growth & Income A (AAGIX) |
-4.53 |
-5.01 |
-4.94 |
3-ALARM |
|
Aetna Growth & Income I (AEGIX) |
-4.39 |
-4.77 |
-4.53 |
3-ALARM |
|
Aetna Index Plus Large Cap A (AELAX) |
-2.5 |
0.25 |
NA |
|
|
Aetna Index Plus Large Cap I (AELIX) |
-2.31 |
0.53 |
NA |
|
|
AFBA Five Star Equity (AFBEX) |
12.35 |
6.23 |
NA |
|
|
AIM Basic Value A (GTVLX) |
34.75 |
18 |
5.21 |
NO ALARM |
|
AIM Basic Value B (GTVBX) |
34.03 |
17.16 |
4.46 |
NO ALARM |
|
AIM Basic Value C (GTVCX) |
34.03 |
NA |
NA |
|
|
AIM Value A (AVLFX) |
-4.82 |
1.55 |
-1.64 |
|
|
AIM Value B (AVLBX) |
-5.4 |
0.66 |
-2.52 |
|
|
AIM Value C (AVLCX) |
-5.38 |
0.69 |
NA |
|
|
AIM Weingarten A (WEINX) |
-28.36 |
-7.52 |
-7.17 |
3-ALARM |
|
AIM Weingarten B (BWEIX) |
-28.68 |
-8.28 |
-7.98 |
3-ALARM |
|
AIM Weingarten C (CWEIX) |
-28.68 |
-8.26 |
NA |
|
|
Alliance Growth A (AGRFX) |
-15.73 |
-6.44 |
-5.84 |
3-ALARM |
|
Alliance Growth B (AGBBX) |
-16.18 |
-7.16 |
-6.61 |
3-ALARM |
|
Alliance Growth C (AGRCX) |
-16.18 |
-7.16 |
-6.6 |
3-ALARM |
|
Alliance Premier Growth A (APGAX) |
-19.17 |
-4.1 |
0.12 |
|
|
Alliance Premier Growth Adv (APGYX) |
-19.03 |
-3.77 |
NA |
|
|
Alliance Premier Growth B (APGBX) |
-19.6 |
-4.81 |
-0.65 |
3-ALARM |
|
Alliance Premier Growth C (APGCX) |
-19.61 |
-4.83 |
-0.66 |
3-ALARM |
|
Alliance Premier Growth Ins I (AIPGX) |
-17.91 |
-2.99 |
NA |
|
|
Alliance Select Inv Prem A (ASPAX) |
-20.19 |
-1.8 |
NA |
|
|
Alpha Analytics Value (AVFAX) |
21.78 |
NA |
NA |
|
|
Amer Funds Fundamental B (AFIBX) |
9.51 |
NA |
NA |
|
|
Amer Funds Inv Company of America B (AICBX) |
17.08 |
NA |
NA |
|
|
American AAdvant S&P 500 Ins (AASPX) |
0.05 |
-0.08 |
NA |
|
|
American Capital Exchange (ACEHX) |
-1.87 |
5.61 |
2.81 |
|
|
American Cent Eq Index Inv (ACIVX) |
-0.13 |
NA |
NA |
|
|
American Cent Equity Grth Adv (BEQAX) |
-1.8 |
-1.27 |
NA |
|
|
American Cent Equity Grth Inv (BEQGX) |
-1.61 |
-1.03 |
-0.51 |
3-ALARM |
|
American Cent Select Inv (TWCIX) |
-6.59 |
-0.76 |
-0.62 |
3-ALARM |
|
American Cent Str Alloc:Agg Inv (TWSAX) |
6.49 |
3.57 |
-2.51 |
|
|
American Cent Ultra Adv (TWUAX) |
-11.57 |
-0.07 |
NA |
|
|
American Cent Ultra Instl (TWUIX) |
-11.25 |
0.23 |
NA |
|
|
American Cent Ultra Inv (TWCUX) |
-11.39 |
0.07 |
-1.64 |
|
|
American Funds Fundamental A (ANCFX) |
10.18 |
5.23 |
1.22 |
NO ALARM |
|
American Funds Inv Company of America (AIVSX) |
17.8 |
5.9 |
2.31 |
NO ALARM |
|
Ark Blue Chip Equity A (ARBCX) |
-3.72 |
1.66 |
-0.09 |
|
|
Ark Blue Chip Equity Instl (ARBIX) |
-3.65 |
1.77 |
0.05 |
|
|
Ark Value Equity Instl (MVEFX) |
8.6 |
2.18 |
-1.07 |
|
|
ASAF Invesco Equity Inc B (IBEIX) |
12.45 |
0.8 |
NA |
|
|
ASAF Invesco Equity Inc X (IEIZX) |
12.5 |
0.81 |
NA |
|
|
ASAF Janus Capital Growth A (JCGAX) |
-25.2 |
-6.48 |
NA |
|
|
ASAF Janus Capital Growth B (JCGBX) |
-25.46 |
-7.06 |
NA |
|
|
ASAF Janus Capital Growth C (JCGCX) |
-25.51 |
-7.09 |
NA |
|
|
ASAF Marsico Capital Growth B (MARBX) |
-10.24 |
-0.09 |
NA |
|
|
ASAF Marsico Capital Growth C (MARCX) |
-10.24 |
-0.16 |
NA |
|
|
AXP Blue Chip Advantage A (IBLUX) |
-5.92 |
-3.45 |
-4.49 |
3-ALARM |
|
AXP Blue Chip Advantage B (IDBCX) |
-6.44 |
-4.17 |
-5.27 |
3-ALARM |
|
AXP Blue Chip Advantage Y (IBCYX) |
-5.79 |
-3.29 |
-4.32 |
3-ALARM |
|
AXP New Dimensions A (INNDX) |
-6.73 |
1.8 |
-1.16 |
|
|
AXP New Dimensions B (INDBX) |
-7.23 |
0.99 |
-2 |
|
|
AXP New Dimensions Y (IDNYX) |
-6.61 |
1.96 |
-1.02 |
|
|
AXP Research Opportunities A (IRDAX) |
-4.88 |
-1.8 |
-4.22 |
3-ALARM |
|
AXP Research Opportunities B (IROBX) |
-5.47 |
-2.63 |
-5 |
3-ALARM |
|
AXP Stock A (INSTX) |
0.99 |
-2.16 |
-4.25 |
|
|
AXP Stock B (IDSBX) |
0.4 |
-2.96 |
-5.07 |
|
|
AXP Stock Y (IDSYX) |
1.09 |
-2.03 |
-4.12 |
|
|
Barclays Global Inv LP 2030 (STLDX) |
5.68 |
-0.35 |
-2.38 |
|
|
Barclays Global Inv LP 2040 (STLEX) |
-0.34 |
-0.67 |
-2.3 |
3-ALARM |
|
Barclays Global Inv S&P 500 (WFSPX) |
-0.08 |
-0.3 |
-0.26 |
3-ALARM |
|
Bear Stearns S&P Stars A (BSPAX) |
-4 |
11.81 |
6.32 |
|
|
Bear Stearns S&P Stars B (BSPBX) |
-4.37 |
11.2 |
NA |
|
|
Bear Stearns S&P Stars C (BSPCX) |
-4.38 |
11.21 |
5.54 |
|
|
Berger Large Cap Growth (BEOOX) |
-20.57 |
3.35 |
-1.72 |
|
|
Berger Select (BESLX) |
-37.96 |
-7.18 |
NA |
|
|
BlackRock Select Equity Inst (PNEIX) |
-9.28 |
-5.78 |
-4.43 |
3-ALARM |
|
BlackRock Select Equity Inv A (CEIAX) |
-9.57 |
-6.23 |
-4.9 |
3-ALARM |
|
BlackRock Select Equity Svc (PCESX) |
-9.42 |
-6.04 |
-4.74 |
3-ALARM |
|
Brandywine (BRWIX) |
3.66 |
14.44 |
-0.89 |
|
|
Brandywine Blue (BLUEX) |
3.93 |
12.23 |
-1.3 |
|
|
Bridgeway Ultra-Large 35 Index (BRLIX) |
0.82 |
2.61 |
NA |
|
|
Brinson Tactical Alloc A (PWTAX) |
5.58 |
1.59 |
0.65 |
NO ALARM |
|
Brinson Tactical Alloc C (KPAAX) |
4.94 |
0.77 |
-0.21 |
|
|
Brundage Story & Rose Equity (BREQX) |
4.87 |
4.11 |
-0.09 |
|
|
Buffalo Equity (BUFEX) |
12.44 |
8.34 |
0.09 |
NO ALARM |
|
Burnham A (BURHX) |
-5.18 |
6.32 |
0.92 |
|
|
California Investment S&P 500 Index (SPFIX) |
0.54 |
0.2 |
0.1 |
NO ALARM |
|
Calvert Social Inv Enh Equity A (CMIFX) |
1.05 |
0.92 |
NA |
|
|
Calvert Social Inv Equity A (CSIEX) |
16.55 |
12.98 |
0.54 |
NO ALARM |
|
Calvert Social Inv Equity B (CSEBX) |
15.7 |
11.78 |
NA |
|
|
Capstone Growth (TRDFX) |
-1.71 |
-0.14 |
-2.56 |
3-ALARM |
|
Capstone SERV Large Cap Equity C (CSLCX) |
0.46 |
NA |
NA |
|
|
CDC Nvest Growth A (NEFGX) |
3.37 |
-3.23 |
-1.77 |
|
|
CDC Nvest Growth and Inc A (NEFOX) |
1.41 |
-4.93 |
-2.93 |
|
|
CDC Nvest Growth and Inc B (NEGBX) |
0.86 |
-5.67 |
-3.74 |
|
|
CDC Nvest Star Advisers A (NEFSX) |
-1.61 |
4.54 |
-2.3 |
|
|
CDC Nvest Star Advisers B (NESBX) |
-2.18 |
3.69 |
-3.13 |
|
|
Centura Large Cap Equity C (CEICX) |
-5.05 |
-1.08 |
NA |
|
|
Chesapeake Core Growth (CHCGX) |
-7.27 |
14.48 |
NA |
|
|
Cincinnati (CINFX) |
26.58 |
-0.31 |
-3.92 |
|
|
Citizens Core Growth Standard (WAIDX) |
-12.02 |
-2.55 |
-0.39 |
3-ALARM |
|
Columbia Common Stock (CMSTX) |
-6.81 |
0.8 |
-2.09 |
|
|
Conseco Equity A (CEYAX) |
-7.55 |
17.46 |
NA |
|
|
Conseco Equity Y (CEQYX) |
-7.16 |
18.11 |
NA |
|
|
CS Warburg Pincus Cap Apprec Comm (CUCAX) |
-14.11 |
4 |
1.19 |
|
|
Davis NY Venture A (NYVTX) |
7.59 |
5.08 |
1.56 |
NO ALARM |
|
Davis NY Venture B (NYVBX) |
6.93 |
4.16 |
0.6 |
NO ALARM |
|
Davis NY Venture C (NYVCX) |
6.93 |
4.21 |
0.65 |
NO ALARM |
|
Davis NY Venture Y (DNVYX) |
7.88 |
5.42 |
NA |
|
|
Delaware Devon A (DDGAX) |
0.36 |
-12.52 |
-8.24 |
|
|
Delaware Devon B (DEVOX) |
-0.2 |
-13.18 |
-8.98 |
3-ALARM |
|
Delaware Devon C (DECVX) |
-0.17 |
-13.18 |
-8.98 |
3-ALARM |
|
Delaware Social Awareness A (DEQAX) |
-0.26 |
-4 |
NA |
|
|
Delaware Social Awareness B (DEQBX) |
-0.82 |
-4.76 |
NA |
|
|
Deutsche Equity 500 Index Inv (BTIEX) |
-0.13 |
-0.29 |
-0.2 |
3-ALARM |
|
Deutsche Equity 500 Index Prem (BTIIX) |
-0.01 |
-0.14 |
-0.08 |
3-ALARM |
|
Devcap Shared Return (DESRX) |
-0.91 |
-0.06 |
0 |
|
|
DFA U.S. Large Company (DFLCX) |
-0.04 |
-0.18 |
-0.15 |
3-ALARM |
|
Domini Inst Social Equity (DIEQX) |
-0.72 |
-0.38 |
0.47 |
|
|
Domini Social Equity (DSEFX) |
-1.21 |
-1.07 |
-0.19 |
3-ALARM |
|
Dreyfus (DREVX) |
-3.02 |
-1.35 |
-7.96 |
3-ALARM |
|
Dreyfus Appreciation (DGAGX) |
9.49 |
0.32 |
-0.03 |
|
|
Dreyfus Basic S&P 500 Stock (DSPIX) |
-0.1 |
-0.26 |
-0.15 |
3-ALARM |
|
Dreyfus Disc Stock (DDSTX) |
-3.64 |
-1.33 |
-1.27 |
3-ALARM |
|
Dreyfus Founders Growth and Income (FRMUX) |
-13.4 |
-11.98 |
-11.11 |
3-ALARM |
|
Dreyfus Growth & Income (DGRIX) |
9.71 |
2.44 |
-5.61 |
|
|
Dreyfus Growth Opportunity (DREQX) |
-4.51 |
-2.41 |
-7.2 |
3-ALARM |
|
Dreyfus Premier Large Co Stock A (DRDEX) |
-3.87 |
-1.54 |
-1.25 |
3-ALARM |
|
Dreyfus Premier Large Co Stock R (DEIRX) |
-3.71 |
-1.27 |
-0.99 |
3-ALARM |
|
Dreyfus Premier Tax-Mngd Growth B (DPTMX) |
5.5 |
-1.28 |
NA |
|
|
Dreyfus Premier Third Century Z (DRTHX) |
-12.77 |
-1.99 |
-2.35 |
3-ALARM |
|
Dreyfus S&P 500 Index (PEOPX) |
-0.29 |
-0.57 |
-0.55 |
3-ALARM |
|
Dreyfus Tax Smart Growth (DLTSX) |
7.37 |
NA |
NA |
|
|
E*TRADE S&P 500 Index (ETSPX) |
-0.22 |
NA |
NA |
|
|
EAI Select Managers Equity (EASMX) |
-0.61 |
3.6 |
0.14 |
|
|
Eclipse Indexed Equity (NIIEX) |
0.11 |
-0.05 |
-0.12 |
|
|
Eclipse Indexed Equity Sv (MAQSX) |
-0.09 |
-0.33 |
-0.41 |
3-ALARM |
|
Elite Growth & Income (ELGIX) |
23.46 |
4.19 |
-1.2 |
|
|
Enterprise Capital Apprec A (ENCAX) |
-10.35 |
1.13 |
-3.88 |
|
|
Enterprise Capital Apprec B (ECABX) |
-10.71 |
0.54 |
-4.48 |
|
|
Enterprise Managed A (ENMPX) |
9.99 |
-4.11 |
-6.94 |
|
|
Enterprise Managed B (ENMBX) |
9.62 |
-4.68 |
-7.53 |
|
|
EquiTrust Blue Chip (FBBLX) |
4.04 |
-2.47 |
-4.45 |
|
|
Evergreen A (EVRAX) |
-7.32 |
-8.57 |
-9.42 |
3-ALARM |
|
Evergreen B (EVRBX) |
-7.81 |
-9.3 |
-10.14 |
3-ALARM |
|
Evergreen Blue Chip A (EKNAX) |
-4.83 |
-1.75 |
NA |
|
|
Evergreen Blue Chip B (EKNBX) |
-5.35 |
-2.56 |
-3.65 |
3-ALARM |
|
Evergreen Capital Growth A (ECPGX) |
17.12 |
3.88 |
2.13 |
NO ALARM |
|
Evergreen Capital Growth C (ECPTX) |
16.4 |
2.98 |
1.23 |
NO ALARM |
|
Evergreen Equity Index A (ESINX) |
-0.14 |
NA |
NA |
|
|
Evergreen Equity Index B (ESIOX) |
-0.73 |
NA |
NA |
|
|
Evergreen Growth & Income A (EGIAX) |
2.07 |
-4.64 |
-6.48 |
|
|
Evergreen Growth & Income B (EGIBX) |
1.5 |
-5.4 |
-7.23 |
|
|
Evergreen Growth & Income I (EVVTX) |
2.26 |
-4.38 |
-6.2 |
|
|
Evergreen I (EVGRX) |
-7.12 |
-8.31 |
-9.1 |
3-ALARM |
|
Evergreen Masters A (EMFAX) |
-5.42 |
NA |
NA |
|
|
Evergreen Masters B (EMFBX) |
-5.98 |
NA |
NA |
|
|
Excelsior Blended Equity (UMEQX) |
-5.51 |
-0.45 |
-1.8 |
3-ALARM |
|
Exeter Maximum Horizon A (EXHAX) |
26.24 |
17.53 |
2.47 |
NO ALARM |
|
Expedition Equity Instl (EEICX) |
-10.69 |
1.16 |
NA |
|
|
Federated Capital Apprec A (FEDEX) |
5.94 |
12.01 |
4.07 |
NO ALARM |
|
Federated Capital Apprec B (CPABX) |
5.37 |
11.14 |
3.24 |
NO ALARM |
|
Federated Equity-Income A (LEIFX) |
-4.21 |
-3.06 |
-4.99 |
3-ALARM |
|
Federated Equity-Income B (LEIBX) |
-4.76 |
-3.86 |
-5.79 |
3-ALARM |
|
Federated Equity-Income C (LEICX) |
-4.82 |
-3.86 |
-5.8 |
3-ALARM |
|
Federated Equity-Income F (LFEIX) |
-4.38 |
-3.31 |
-5.25 |
3-ALARM |
|
Federated Max-Cap Index Instl (FISPX) |
-0.26 |
-0.51 |
-0.47 |
3-ALARM |
|
Federated Max-Cap Index Instl Svc (FMXSX) |
-0.47 |
-0.82 |
-0.82 |
3-ALARM |
|
Fidelity (FFIDX) |
0.69 |
0.83 |
0.01 |
NO ALARM |
|
Fidelity Adv Dividend Growth T (FDGTX) |
18.72 |
NA |
NA |
|
|
Fidelity Adv Growth Oppty A (FAGAX) |
-6.68 |
-10.33 |
-8.11 |
3-ALARM |
|
Fidelity Adv Growth Oppty B (FABGX) |
-7.22 |
-11.07 |
NA |
|
|
Fidelity Adv Growth Oppty C (FACGX) |
-7.2 |
-11.06 |
NA |
|
|
Fidelity Adv Growth Oppty Inst (FAGCX) |
-6.41 |
-10.01 |
-7.61 |
3-ALARM |
|
Fidelity Adv Growth Oppty T (FAGOX) |
-6.78 |
-10.5 |
-8.15 |
3-ALARM |
|
Fidelity Adv Mid Cap A (FMCDX) |
11.65 |
19.49 |
6.61 |
NO ALARM |
|
Fidelity Adv Mid Cap B (FMCBX) |
10.96 |
18.59 |
5.73 |
NO ALARM |
|
Fidelity Adv Mid Cap Instl (FMCCX) |
11.96 |
19.95 |
7.03 |
NO ALARM |
|
Fidelity Adv Mid Cap T (FMCAX) |
11.5 |
19.28 |
6.39 |
NO ALARM |
|
Fidelity Asset Manager: Growth (FASGX) |
6.79 |
-0.16 |
-2.27 |
|
|
Fidelity Capital Apprec (FDCAX) |
-1.16 |
6.58 |
-0.66 |
|
|
Fidelity Contrafund (FCNTX) |
3.95 |
2.69 |
-0.26 |
|
|
Fidelity Contrafund II (FCONX) |
-0.1 |
10.18 |
NA |
|
|
Fidelity Destiny I (FDESX) |
-7.39 |
-10.85 |
-7.81 |
3-ALARM |
|
Fidelity Disciplined Equity (FDEQX) |
-1.79 |
0.92 |
-0.7 |
|
|
Fidelity Dividend Growth (FDGFX) |
18.54 |
7.09 |
5.01 |
NO ALARM |
|
Fidelity Exchange (FDLEX) |
11.34 |
-0.7 |
-1.41 |
|
|
Fidelity Growth & Income (FGRIX) |
7.91 |
0.33 |
-0.67 |
|
|
Fidelity Growth & Income II (FGRTX) |
7.42 |
NA |
NA |
|
|
Fidelity Large Cap Stock (FLCSX) |
-7.95 |
0.08 |
-1.14 |
|
|
Fidelity Magellan (FMAGX) |
-1.42 |
2.34 |
-0.47 |
|
|
Fidelity Mid-Cap Stock (FMCSX) |
11.06 |
20.08 |
6.66 |
NO ALARM |
|
Fidelity Select Air Transport (FSAIX) |
26.69 |
19.09 |
8.81 |
NO ALARM |
|
Fidelity Select Leisure (FDLSX) |
10.41 |
4.89 |
2.18 |
NO ALARM |
|
Fidelity Spartan 500 Index (FSMKX) |
0.01 |
-0.15 |
-0.19 |
|
|
Fidelity Spartan Tot Mkt Index (FSTMX) |
-1.03 |
0.45 |
NA |
|
|
Fidelity Spartan U.S. Eq Index (FUSEX) |
-0.01 |
-0.18 |
-0.18 |
3-ALARM |
|
Fidelity Trend (FTRNX) |
-0.77 |
6.21 |
-6.23 |
|
|
Fifth Third Equity Inc A (FSSIX) |
17.05 |
-3.73 |
NA |
|
|
Fifth Third Pinnacle A (FSPIX) |
-15.15 |
-10.07 |
-6.74 |
3-ALARM |
|
Fifth Third Quality Growth A (FSQGX) |
-5.93 |
2.04 |
0.21 |
|
|
First American Equity Index B (FAEQX) |
-0.84 |
-1.47 |
-1.52 |
3-ALARM |
|
First American Equity Index Y (FEIIX) |
-0.05 |
-0.4 |
-0.38 |
3-ALARM |
|
First Funds Growth & Inc I (MGEQX) |
13.28 |
7.31 |
3.77 |
NO ALARM |
|
First Funds Growth & Inc II (FFGIX) |
13.08 |
7.01 |
3.43 |
NO ALARM |
|
First Invest Growth & Inc A (FGINX) |
0.62 |
0.78 |
-1.52 |
|
|
First Investors Focused Equity A (FIFEX) |
-1.87 |
NA |
NA |
|
|
First Source Mono Divers Equity (FMDEX) |
-7.53 |
-6.05 |
NA |
|
|
Firstar Equity Index Instl (FIENX) |
0.32 |
-0.05 |
-0.15 |
|
|
Firstar Equity Index Ret (FRENX) |
0.14 |
-0.32 |
-0.45 |
|
|
Firstar Growth & Income Inst (FIGCX) |
2.4 |
-3.52 |
-2.55 |
|
|
Firstar Growth & Income Ret (FRGCX) |
2.2 |
-3.78 |
-2.82 |
|
|
Firstar Large Cap Core Equity Ret (FRGWX) |
-9.92 |
-2.93 |
-4.49 |
3-ALARM |
|
Firstar Relative Value Ret A (SRVFX) |
13.01 |
0.38 |
-0.93 |
|
|
Flex-funds Highlands Growth (FLCGX) |
-1.36 |
-0.96 |
-3.11 |
3-ALARM |
|
Fortis Growth & Income A (FGIAX) |
10.97 |
-1.48 |
-3.93 |
|
|
Fortis Value A (FVAAX) |
26.76 |
6.54 |
-0.29 |
|
|
Frank Russell Divers Equity S (RDESX) |
-2.77 |
-2.38 |
-2.6 |
3-ALARM |
|
Frank Russell Diversified Eq E (RDEEX) |
-2.94 |
-2.62 |
NA |
|
|
Frank Russell Equity I (REASX) |
-2.26 |
-1.74 |
-2.09 |
3-ALARM |
|
Frank Russell Equity Q (REDSX) |
0.62 |
2.02 |
0.58 |
NO ALARM |
|
Frank Russell Quant Equity E (RQEEX) |
0.22 |
1.25 |
NA |
|
|
Frank Russell Quant Equity S (RQESX) |
0.51 |
1.54 |
0.1 |
NO ALARM |
|
Frank Russell Tax-Mngd Large Cap S (RETSX) |
2.46 |
0.5 |
NA |
|
|
Franklin Blue Chip A (FKBCX) |
-1.36 |
3.45 |
-5.15 |
|
|
Franklin Growth A (FKGRX) |
10.64 |
1.39 |
-2.57 |
|
|
Franklin Growth C (FRGSX) |
9.99 |
0.56 |
-3.4 |
|
|
Franklin Large Cap Growth A (FKGAX) |
-20.58 |
NA |
NA |
|
|
Fremont Structured Core (FEQFX) |
-0.85 |
-0.23 |
-3.35 |
3-ALARM |
|
Galaxy Equity Growth Ret A (GAEGX) |
-6.04 |
2.46 |
-0.4 |
|
|
Galaxy Equity Growth Tr (GEGTX) |
-5.78 |
2.88 |
0.05 |
|
|
Galaxy Equity Income Ret A (GAEIX) |
16.8 |
-0.39 |
-3.31 |
|
|
Galaxy Growth & Inc Ret A (SGIEX) |
12.91 |
1.94 |
-1.97 |
|
|
Galaxy Growth & Inc Tr (SMGIX) |
13.24 |
2.24 |
-1.65 |
|
|
Galaxy II Large Co Index Ret (ILCIX) |
-0.14 |
-0.32 |
-0.34 |
3-ALARM |
|
GAM American Focus A (GNAAX) |
9.03 |
-0.79 |
-0.25 |
|
|
Gartmore Total Return A (NWFAX) |
4.99 |
-4.85 |
NA |
|
|
Gartmore Total Return D (MUIFX) |
5.05 |
-4.71 |
-1.59 |
|
|
GE U.S. Equity A (GEEQX) |
9.49 |
3.34 |
1.15 |
NO ALARM |
|
General Elec S&S Program (GESSX) |
9.33 |
3.55 |
1.56 |
NO ALARM |
|
Goldman Sachs Cap Growth A (GSCGX) |
-2.01 |
2.02 |
2.06 |
|
|
Goldman Sachs Cap Growth B (GSCBX) |
-2.59 |
1.17 |
1.07 |
|
|
Goldman Sachs Cap Growth C (GSPCX) |
-2.53 |
1.22 |
NA |
|
|
Goldman Sachs Cap Growth Instl (GSPIX) |
-1.71 |
2.45 |
NA |
|
|
Goldman Sachs Core US Equity A (GSSQX) |
-1.49 |
-0.19 |
-1.6 |
3-ALARM |
|
Goldman Sachs Core US Equity B (GSSBX) |
-1.57 |
-0.77 |
-2.2 |
3-ALARM |
|
Goldman Sachs Core US Equity C (GSUSX) |
-2.03 |
-1 |
NA |
|
|
Goldman Sachs Growth & Inc A (GSGRX) |
3.81 |
-8.33 |
-8.93 |
|
|
Goldman Sachs Growth & Inc B (GSGBX) |
3.22 |
-9.08 |
-9.67 |
|
|
Goldman Sachs Growth & Inc C (GSGCX) |
3.25 |
-9.07 |
NA |
|
|
Goldman Sachs Res Select B (GSRBX) |
-10.38 |
NA |
NA |
|
|
Green Century Equity (GCEQX) |
-1.66 |
-1.66 |
-0.74 |
3-ALARM |
|
Growth Fund of Washington (GRWAX) |
19.95 |
-4.37 |
-4.54 |
|
|
Guardian Park Avenue A (GPAFX) |
-19.05 |
-4.88 |
-3.69 |
3-ALARM |
|
Guardian Park Avenue B (GUPBX) |
-19.57 |
-5.81 |
-4.7 |
3-ALARM |
|
GW & K Equity (GWKEX) |
-1.43 |
10.81 |
NA |
|
|
Hancock Core Equity A (JHDCX) |
1.54 |
-1.5 |
-2.13 |
|
|
Hancock Core Equity B (JHIDX) |
1.04 |
-2.22 |
-2.89 |
|
|
Hancock Indep Diver Core II (COREX) |
2.04 |
-1.01 |
-1.76 |
|
|
Hancock Sovereign Investor A (SOVIX) |
22.08 |
0.43 |
-2.5 |
|
|
Hancock Sovereign Investor B (SOVBX) |
21.42 |
-0.33 |
-3.3 |
|
|
Harris Ins Equity Instl (HEQIX) |
15.93 |
1.6 |
-0.46 |
|
|
Hartford Growth & Income A (HAIAX) |
2.68 |
2.64 |
NA |
|
|
Hartford Stock A (IHSTX) |
0.68 |
-0.23 |
0.47 |
|
|
Hartford Stock B (ITSBX) |
0.11 |
-1.01 |
-0.34 |
|
|
Hartford Stock C (HSFCX) |
0.18 |
-0.97 |
NA |
|
|
Haven (HAVEX) |
12.62 |
8.1 |
-1.64 |
|
|
Hennsler Equity (HEQFX) |
13.66 |
6.34 |
NA |
|
|
Heritage Growth & Income A (HRCVX) |
15.87 |
-4.7 |
-6.83 |
|
|
Heritage Growth & Income C (HIGCX) |
15.13 |
-5.48 |
-7.62 |
|
|
Independence One Equity Pl Tr (IOEPX) |
-5.96 |
-0.14 |
-0.05 |
3-ALARM |
|
INVESCO Equity Income Inv (FIIIX) |
9.05 |
0.02 |
-2.57 |
|
|
INVESCO Leisure Inv (FLISX) |
19.46 |
19.75 |
7.97 |
NO ALARM |
|
INVESCO S&P 500 Index Inv (ISPIX) |
-0.71 |
-0.71 |
NA |
|
|
Investors Capital Twenty A (ICTWX) |
-11.78 |
NA |
NA |
|
|
Janus Adviser Capital Appreciation (JARTX) |
-12.39 |
8.56 |
NA |
|
|
Janus Aspen Cap Appr Instl (JACAX) |
-14.83 |
7.42 |
NA |
|
|
Janus Core Equity (JAEIX) |
3.12 |
8.28 |
3.3 |
NO ALARM |
|
Janus Growth & Income (JAGIX) |
-3.92 |
6.93 |
5.09 |
|
|
Janus Mercury (JAMRX) |
-22.28 |
8.77 |
1.79 |
|
|
Janus Special Situations (JASSX) |
-11.74 |
5.15 |
NA |
|
|
JP Morgan Inst Tax-Aware Disc Eq (JPDEX) |
2.38 |
0.36 |
NA |
|
|
JP Morgan Instl Disc Eqty (JPIEX) |
0.56 |
-0.56 |
NA |
|
|
JP Morgan Mid Cap Value I (FLMVX) |
48.85 |
19.73 |
NA |
|
|
JP Morgan Select Eqty Inc (VEISX) |
3.27 |
-4.67 |
NA |
|
|
JP Morgan Tax-Aware U.S. Eq (JPTAX) |
1.56 |
0.96 |
NA |
|
|
JP Morgan U.S. Equity (PPEQX) |
1.56 |
-0.04 |
-2.17 |
|
|
Kayne Anderson Rudnick Large Cap (KARDX) |
5.87 |
-1.29 |
-3.22 |
|
|
Kent Growth & Income Instl (KNVEX) |
-0.58 |
-1.79 |
-3.36 |
3-ALARM |
|
Kent Growth & Income Investment (KNVIX) |
-0.78 |
-2.01 |
-3.61 |
3-ALARM |
|
Kent Index Equity Instl (KNIEX) |
-0.11 |
-0.33 |
-0.42 |
3-ALARM |
|
Lake Forest Core Equity (LFCEX) |
-6.11 |
-5.74 |
-5.36 |
3-ALARM |
|
LEADER Growth & Income Instl (MAGIX) |
0.49 |
-1.26 |
-0.78 |
|
|
Liberty Growth Stock A (SRSAX) |
-18.57 |
-1.86 |
NA |
|
|
Liberty Growth Stock B (SRSBX) |
-18.98 |
-2.61 |
NA |
|
|
Liberty Growth Stock C (SRGCX) |
-18.95 |
-2.54 |
NA |
|
|
Liberty Select Value A (COLGX) |
26.37 |
10.33 |
2.97 |
NO ALARM |
|
Liberty Select Value B (COGBX) |
25.61 |
9.44 |
2.1 |
NO ALARM |
|
Liberty Tax-Managed A (STMAX) |
-6.79 |
-1.73 |
NA |
|
|
Liberty Tax-Managed C (CTMCX) |
-7.32 |
-2.55 |
NA |
|
|
Liberty Tax-Managed Growth B (CTMBX) |
-7.27 |
-2.52 |
NA |
|
|
Liberty Tax-Managed Growth II A (LTGAX) |
-6.82 |
NA |
NA |
|
|
Liberty Young Investor A (SAIAX) |
-9.88 |
-1.76 |
NA |
|
|
LKCM Equity (LKEQX) |
11.61 |
4.13 |
-0.98 |
|
|
Lutheran Brotherhood A (LUBRX) |
-6.32 |
-2.61 |
-4.2 |
3-ALARM |
|
MainStay Equity Index A (MCSEX) |
-0.49 |
-0.85 |
-0.87 |
3-ALARM |
|
MainStay Growth Opport B (MOPBX) |
-2.1 |
2.18 |
NA |
|
|
MainStay MAP-Equity B (MAPBX) |
24.01 |
NA |
NA |
|
|
MainStay MAP-Equity I (MUBFX) |
25.06 |
9.98 |
5.33 |
NO ALARM |
|
Marathon Value Portfolio (MVPFX) |
33.25 |
NA |
NA |
|
|
Marshall Large-Cap Growth & Inc Inv (MASTX) |
-0.32 |
-0.41 |
-2.21 |
3-ALARM |
|
Marsico Growth & Income (MGRIX) |
-10.32 |
2.55 |
NA |
|
|
Mason Street Growth & Inc Stock A (MSKAX) |
4.05 |
-2.26 |
NA |
|
|
Mason Street Index 500 Stock A (MISAX) |
-0.43 |
-0.62 |
NA |
|
|
MassMutual Instl Index Equity S (MMIEX) |
-0.23 |
-0.15 |
NA |
|
|
Matterhorn Growth (FWLEX) |
-1.44 |
1.29 |
-7.13 |
|
|
McM Equity Investment (MCMEX) |
2.25 |
-1.76 |
-0.65 |
|
|
Megatrends (MEGAX) |
9.44 |
4.27 |
-4.43 |
|
|
Members Capital Apprec B (MCPBX) |
8.05 |
5.86 |
NA |
|
|
Mercury US Large Cap B (MCUBX) |
-7.68 |
NA |
NA |
|
|
Mercury US Large Cap I (MCUIX) |
-7.04 |
NA |
NA |
|
|
Merrill Lynch Large-Cap Core B (MBLRX) |
-2.59 |
NA |
NA |
|
|
Merrill Lynch S&P 500 Index A (MASRX) |
-0.18 |
-0.37 |
NA |
|
|
Merrill Lynch S&P 500 Index D (MDSRX) |
-0.4 |
-0.67 |
NA |
|
|
MFS Capital Opportunities A (MCOFX) |
-14.01 |
3.1 |
-0.35 |
|
|
MFS Capital Opportunities B (MCOBX) |
-14.44 |
2.29 |
-1.18 |
|
|
MFS Capital Opportunities C (MCOCX) |
-14.46 |
2.27 |
-1.19 |
|
|
MFS Capital Opportunities I (MCOIX) |
-13.85 |
3.37 |
NA |
|
|
MFS Large Cap Growth A (MCGAX) |
-15.35 |
-0.27 |
-2 |
3-ALARM |
|
MFS Large Cap Growth B (MCGBX) |
-15.78 |
-1.08 |
-2.84 |
3-ALARM |
|
MFS Massachusetts Inv A (MITTX) |
3.11 |
-3.85 |
-2.91 |
|
|
MFS Massachusetts Inv B (MITBX) |
2.6 |
-4.53 |
-3.64 |
|
|
MFS Massachusetts Inv C (MITCX) |
2.64 |
-4.51 |
-3.64 |
|
|
MFS Massachusetts Inv Growth A (MIGFX) |
-15.03 |
1.21 |
3.88 |
|
|
MFS Massachusetts Inv Growth B (MIGBX) |
-15.43 |
0.52 |
3.09 |
|
|
MFS Massachusetts Inv Growth C (MIGDX) |
-15.43 |
0.55 |
NA |
|
|
MFS Massachusetts Inv I (MITIX) |
3.38 |
-3.49 |
NA |
|
|
MFS Research A (MFRFX) |
-11.36 |
-1.61 |
-4.68 |
3-ALARM |
|
MFS Research B (MFRBX) |
-11.77 |
-2.3 |
-5.38 |
3-ALARM |
|
MFS Research C (MFRCX) |
-11.79 |
-2.31 |
-5.37 |
3-ALARM |
|
MFS Research Growth & Inc A (MRGAX) |
4.97 |
-1.54 |
-3.27 |
|
|
MFS Research Growth & Inc B (MRGBX) |
4.44 |
-2.26 |
NA |
|
|
MFS Union Standard Equity A (MUEAX) |
4.79 |
-11.42 |
NA |
|
|
MFS Union Standard Equity I (MUSEX) |
5.08 |
-11.07 |
-7.62 |
|
|
MMA Praxis Growth B (MMPGX) |
8.3 |
0.59 |
-4.54 |
|
|
Morgan Stanley Equity B (EQFBX) |
-4.34 |
-1.27 |
NA |
|
|
Morgan Stanley Instl Equity (MPEQX) |
-3.59 |
0.23 |
-2.47 |
|
|
Morgan Stanley Instl Equity Growth A (MSEQX) |
-11.85 |
1.46 |
-0.98 |
|
|
Morgan Stanley Instl Equity Growth B (MSEGX) |
-12.03 |
1.2 |
-1.25 |
|
|
Morgan Stanley Market Leader B (MLDBX) |
-7.18 |
8.81 |
NA |
|
|
Morgan Stanley Market Leaders D (MLDDX) |
-6.49 |
10.07 |
NA |
|
|
Morgan Stanley S&P 500 Index A (SPIAX) |
-0.36 |
-0.73 |
NA |
|
|
Morgan Stanley S&P 500 Index B (SPIBX) |
-1 |
-1.57 |
NA |
|
|
Morgan Stanley Total Market Index B (TMIBX) |
-1.52 |
NA |
NA |
|
|
Mosaic Investors (MINVX) |
28.85 |
7.3 |
1.49 |
NO ALARM |
|
MSD&T Growth & Inc (MVAEX) |
2.09 |
1.85 |
0.8 |
NO ALARM |
|
Munder Index 500 A (MUXAX) |
-0.38 |
-0.56 |
-0.56 |
3-ALARM |
|
Munder Index 500 B (MUXBX) |
-0.62 |
-0.94 |
-0.93 |
3-ALARM |
|
Nations Blue Chip Inv A (PHBCX) |
-3.82 |
-0.97 |
-0.98 |
3-ALARM |
|
Nations Large Cap Index Prim A (NINDX) |
-0.18 |
-0.36 |
-0.33 |
3-ALARM |
|
Nations Managed Index Prim A (NMIMX) |
0.29 |
-1.34 |
-0.96 |
|
|
Nations Marsico Foc Eqty Inv A (NFEAX) |
-11.42 |
1.48 |
NA |
|
|
Nations Marsico Foc Eqty Inv B (NFEBX) |
-11.88 |
0.72 |
NA |
|
|
Nations Marsico Foc Eqty Prim A (NFEPX) |
-11.25 |
1.75 |
NA |
|
|
Nations Marsico Foc Equity Inv C (NFECX) |
-11.91 |
0.88 |
NA |
|
|
Nations Marsico Growth & Inc Inv A (NMGIX) |
-10.04 |
1.35 |
NA |
|
|
Nations Marsico Growth & Inc Inv B (NGIBX) |
-10.54 |
0.63 |
NA |
|
|
Nations Marsico Growth & Inc Pr A (NGIPX) |
-9.86 |
1.48 |
NA |
|
|
Navellier Large Cap Growth (NPLGX) |
-26.07 |
5.43 |
NA |
|
|
Neuberger Berman Social Resp Inv (NBSRX) |
14.71 |
1.25 |
-3.72 |
|
|
North American Growth & Inc A (NAIAX) |
1.01 |
-1.21 |
-0.99 |
|
|
North American Growth & Income B (NARBX) |
0.53 |
-1.89 |
-1.73 |
|
|
Northern Growth Equity (NOGEX) |
-7.9 |
0.98 |
-0.64 |
|
|
Northern Instl Divers Growth A (BDVAX) |
-7.72 |
1.01 |
-0.02 |
|
|
Northern Instl Equity Index A (BEIAX) |
0.11 |
-0.22 |
-0.25 |
|
|
Northern Stock Index (NOSIX) |
-0.17 |
-0.54 |
NA |
|
|
One Group Divers Eq I (OGVFX) |
1.2 |
0.14 |
-0.05 |
|
|
One Group Divers Eqty A (PAVGX) |
1.03 |
-0.12 |
-0.34 |
|
|
One Group Divers Eqty B (OVBGX) |
0.46 |
-0.91 |
-1.21 |
|
|
One Group Equity Income A (OIEIX) |
20.7 |
-1.36 |
-2.3 |
|
|
One Group Equity Income B (OGIBX) |
20.01 |
-2.12 |
-3.09 |
|
|
One Group Equity Income I (HLIEX) |
20.94 |
-1.09 |
-2 |
|
|
One Group Equity Index A (OGEAX) |
-0.24 |
-0.58 |
-0.58 |
3-ALARM |
|
One Group Equity Index B (OGEIX) |
-0.83 |
-1.39 |
-1.43 |
3-ALARM |
|
One Group Equity Index C (OEICX) |
-0.83 |
-1.36 |
NA |
|
|
One Group Equity Index I (HLEIX) |
-0.06 |
-0.34 |
-0.3 |
3-ALARM |
|
Oppenheimer Capital Apprec A (OPTFX) |
-1.91 |
9.95 |
3.4 |
|
|
Oppenheimer Capital Apprec B (OTGBX) |
-2.47 |
9.04 |
2.46 |
|
|
Oppenheimer Capital Apprec C (OTFCX) |
-2.48 |
9.03 |
2.47 |
|
|
Oppenheimer Capital Apprec Y (OTCYX) |
-1.64 |
10.4 |
NA |
|
|
Oppenheimer Main St Growth & Inc A (MSIGX) |
-0.39 |
-0.11 |
-2.54 |
3-ALARM |
|
Oppenheimer Main St Growth & Inc B (OMSBX) |
-0.92 |
-0.9 |
-3.37 |
3-ALARM |
|
Oppenheimer Main St Growth & Inc C (MIGCX) |
-0.95 |
-0.91 |
-3.37 |
3-ALARM |
|
Oppenheimer Main St Growth & Inc Y (MIGYX) |
-0.29 |
0.08 |
NA |
|
|
Pacific Cap Growth & Inc Ret (PCIGX) |
-9.57 |
0.49 |
-1.19 |
|
|
Parnassus Income Equity Inc (PRBLX) |
20.96 |
14.06 |
0.14 |
NO ALARM |
|
PBHG Large Cap 20 (PLCPX) |
-36.55 |
7.87 |
NA |
|
|
Performance Large Cap Equity A (PFECX) |
0.47 |
-3.34 |
-2.09 |
|
|
Performance Large Cap Equity Inst (PFEQX) |
0.67 |
-3.09 |
-1.81 |
|
|
Permanent Port Aggress Growth (PAGRX) |
10.84 |
13.92 |
3.13 |
NO ALARM |
|
Phoenix-Oakhurst Growth & Inc A (PDIAX) |
3.4 |
1.92 |
NA |
|
|
Phoenix-Oakhurst Growth & Inc B (PBGIX) |
2.76 |
1.11 |
NA |
|
|
Phoenix-Oakhurst Growth & Inc C (PGICX) |
2.78 |
1.1 |
NA |
|
|
Phoenix-Seneca Growth A (SGCRX) |
-9.6 |
1.54 |
-1.75 |
|
|
Phoenix-Zweig Strategy A (PZSAX) |
3.4 |
-8.25 |
-11.88 |
|
|
PIMCO Capital Apprec A (PCFAX) |
1.4 |
5.03 |
NA |
|
|
PIMCO Capital Apprec Admin (PICAX) |
1.5 |
5.04 |
1.76 |
NO ALARM |
|
PIMCO Capital Apprec B (PFCBX) |
0.83 |
4.19 |
NA |
|
|
PIMCO Capital Apprec C (PFCCX) |
0.79 |
4.19 |
NA |
|
|
PIMCO Capital Apprec Inst (PAPIX) |
1.69 |
5.33 |
2.05 |
NO ALARM |
|
PIMCO Growth & Income A (PGRAX) |
1.8 |
NA |
NA |
|
|
PIMCO Growth & Income B (PGRBX) |
1.26 |
NA |
NA |
|
|
PIMCO Growth A (PGWAX) |
-21.71 |
-1.38 |
-2.44 |
3-ALARM |
|
PIMCO Growth B (PGFBX) |
-22.12 |
-2.24 |
-3.31 |
3-ALARM |
|
PIMCO Growth C (PGWCX) |
-22.12 |
-2.24 |
-3.31 |
3-ALARM |
|
Pioneer A (PIODX) |
7.67 |
3 |
2.38 |
NO ALARM |
|
Pioneer B (PBODX) |
6.97 |
2.05 |
1.38 |
NO ALARM |
|
Pioneer C (PCODX) |
7.02 |
2.09 |
1.34 |
NO ALARM |
|
Principal Blue Chip A (PBLCX) |
-3.39 |
-7.16 |
-7.28 |
3-ALARM |
|
Principal Blue Chip B (PBLBX) |
-3.91 |
-7.91 |
-8.08 |
3-ALARM |
|
Principal MidCap A (PEMGX) |
20.63 |
7.53 |
-2.56 |
|
|
Principal MidCap B (PRMBX) |
20.23 |
7.04 |
-3.08 |
|
|
Profit Value (PVALX) |
-1.07 |
9.5 |
NA |
|
|
ProFunds Bull Inv (BLPIX) |
-2.17 |
-3.54 |
NA |
|
|
ProFunds UltraBull Inv (ULPIX) |
-25.8 |
-6.99 |
NA |
|
|
Prudential 20/20 Focus A (PTWAX) |
11.38 |
7.84 |
NA |
|
|
Prudential 20/20 Focus B (PTWBX) |
10.75 |
6.99 |
NA |
|
|
Prudential 20/20 Focus C (PTWCX) |
10.75 |
6.99 |
NA |
|
|
Prudential Diver High Growth B (PIHGX) |
5.94 |
NA |
NA |
|
|
Prudential Stock Index I (PDSIX) |
0.15 |
-0.05 |
NA |
|
|
Prudential Stock Index Z (PSIFX) |
0.11 |
-0.14 |
-0.32 |
|
|
Prudential Tax-Managed Eqty B (PTMBX) |
-2.12 |
NA |
NA |
|
|
Putnam Capital Apprec A (PCAPX) |
-1.91 |
-1.82 |
-4.8 |
3-ALARM |
|
Putnam Capital Apprec B (PCABX) |
-2.44 |
-2.52 |
-5.55 |
3-ALARM |
|
Putnam Capital Apprec M (PCAMX) |
-2.27 |
-2.33 |
-5.34 |
3-ALARM |
|
Putnam Research A (PNRAX) |
-3.53 |
3.01 |
1.35 |
|
|
Putnam Research B (PRFBX) |
-4.1 |
2.15 |
NA |
|
|
Putnam Research C (PRACX) |
-4.15 |
NA |
NA |
|
|
Putnam Tax Smart Equity B (PBTSX) |
-3.27 |
NA |
NA |
|
|
Rainier Core Equity (RIMEX) |
-1.64 |
3.95 |
0.35 |
|
|
Rydex Nova Inv (RYNVX) |
-14.4 |
-3.91 |
-1.18 |
3-ALARM |
|
Safeco Equity (SAFQX) |
3.02 |
-4.29 |
-4.37 |
|
|
Safeco Northwest (SFNWX) |
-6.79 |
6.18 |
-3.45 |
|
|
Schwab 1000 Inv (SNXFX) |
-0.3 |
0.26 |
-0.6 |
|
|
Schwab 1000 Sel (SNXSX) |
-0.19 |
0.4 |
NA |
|
|
Schwab Analytics (SWANX) |
-4.55 |
0.86 |
-0.13 |
|
|
Schwab Instl Select S&P 500 (ISLCX) |
0.01 |
NA |
NA |
|
|
Schwab MarketTrack Growth (SWHGX) |
8.47 |
0.18 |
-3.7 |
|
|
Schwab S&P 500 e.Sh (SWPEX) |
-0.05 |
-0.3 |
-0.37 |
3-ALARM |
|
Schwab S&P 500 Inv (SWPIX) |
-0.1 |
-0.37 |
-0.45 |
3-ALARM |
|
Schwab S&P 500 Sel (SWPPX) |
0.01 |
-0.19 |
NA |
|
|
Schwab Total Stk Market Index Inv (SWTIX) |
-0.92 |
NA |
NA |
|
|
Schwab Total Stk Market Index Sel (SWTSX) |
-0.82 |
NA |
NA |
|
|
Scudder Growth & Income AARP (ACDGX) |
4.03 |
NA |
NA |
|
|
Scudder Growth & Income S (SCDGX) |
4.08 |
-6.3 |
-6.45 |
|
|
Scudder S&P 500 Index AARP (ASPIX) |
NA |
NA |
NA |
|
|
Scudder S&P 500 Index S (SCPIX) |
-0.26 |
-0.48 |
NA |
|
|
Scudder Select 500 S (SSFFX) |
3.46 |
NA |
NA |
|
|
Security Equity A (SECEX) |
-1.97 |
-5 |
-4.67 |
3-ALARM |
|
Security Equity B (SEQBX) |
-2.72 |
-6.02 |
-5.76 |
3-ALARM |
|
SEI Index S&P 500 Index A (SSPIX) |
-0.32 |
-0.48 |
-0.44 |
3-ALARM |
|
SEI Index S&P 500 Index E (TRQIX) |
-0.21 |
-0.29 |
-0.25 |
3-ALARM |
|
Selected American (SLASX) |
8.33 |
6.17 |
3.43 |
NO ALARM |
|
Seligman Common Stock A (SCSFX) |
-0.6 |
-7.45 |
-8.02 |
3-ALARM |
|
SM&R Growth (AMRNX) |
-11.18 |
-3.04 |
-6.67 |
3-ALARM |
|
Smith Barney Appreciation A (SHAPX) |
16.67 |
3.33 |
-0.06 |
|
|
Smith Barney Appreciation B (SAPBX) |
15.91 |
2.36 |
-1 |
|
|
Smith Barney Growth & Inc 1 (CGINX) |
1.08 |
-2.03 |
-4.5 |
|
|
Smith Barney Growth & Inc B (GRIBX) |
0.14 |
-3.11 |
-5.61 |
|
|
Smith Barney Large Cap Core 1 (CSGWX) |
-4.04 |
3.48 |
0.33 |
|
|
Smith Barney Large Cap Core A (GROAX) |
-4.35 |
3.12 |
-0.02 |
|
|
Smith Barney Large Cap Core B (GROBX) |
-4.83 |
2.3 |
-0.85 |
|
|
Smith Barney Peachtree Growth A (SBOAX) |
-19.91 |
-6.75 |
-11.72 |
3-ALARM |
|
Smith Barney Peachtree Growth B (SBOBX) |
-20.34 |
-7.56 |
-12.51 |
3-ALARM |
|
Smith Barney S&P 500 Index A (SBSPX) |
-0.29 |
-0.59 |
NA |
|
|
Smith Barney Social Awareness A (SSIAX) |
10.28 |
1.9 |
-1.73 |
|
|
Smith Barney Social Awareness B (SESIX) |
9.62 |
1.08 |
-2.57 |
|
|
SSgA Disciplined Equity (SSMTX) |
-2.08 |
-3.48 |
-3.12 |
3-ALARM |
|
SSgA S&P 500 Index (SVSPX) |
-0.01 |
-0.15 |
-0.15 |
3-ALARM |
|
State St Research Investment A (SITAX) |
-7.03 |
-1.96 |
-1.91 |
3-ALARM |
|
State St Research Investment B (SITBX) |
-7.3 |
-2.45 |
-2.55 |
3-ALARM |
|
State St Research Investment B1 (SITPX) |
-7.53 |
NA |
NA |
|
|
State St Research Investment S (STSTX) |
-6.87 |
-1.67 |
-1.61 |
3-ALARM |
|
Stein Roe Growth Investor (SRGIX) |
-9.28 |
NA |
NA |
|
|
Stein Roe Growth Stock (SRFSX) |
-18.52 |
-1.31 |
-2.15 |
3-ALARM |
|
Stein Roe Young Investor (SRYIX) |
-9.51 |
-0.77 |
-4.2 |
3-ALARM |
|
STI Classic Captl Apprec Flx (STCFX) |
5.28 |
0.63 |
-1.28 |
|
|
STI Classic Captl Apprec Inv (STCIX) |
5.7 |
1.19 |
-0.74 |
|
|
STI Classic Captl Apprec Tr (STCAX) |
6.25 |
1.88 |
-0.01 |
|
|
Strong Blue Chip Inv (SBCHX) |
-20.43 |
-1.54 |
NA |
|
|
Strong Dow 30 Value (SDOWX) |
10.43 |
2.22 |
NA |
|
|
Strong Growth & Income Inv (SGRIX) |
-9.47 |
0.02 |
0.04 |
|
|
Strong Index 500 (SINEX) |
-0.32 |
-0.54 |
NA |
|
|
Strong Opportunity Inv (SOPFX) |
15.1 |
11.74 |
3.22 |
NO ALARM |
|
Summit Apex S&P 500 Idx (SAPIX) |
-0.25 |
NA |
NA |
|
|
Sun America Style Select Multi-Cap Grth A (SSAAX) |
-20.53 |
7.74 |
NA |
|
|
Sun America Style Select Multi-Cap Grth B (SSABX) |
-20.87 |
6.98 |
NA |
|
|
Sun America Style Select Multi-Cap Grth II (SSACX) |
-20.86 |
6.98 |
NA |
|
|
SunAmerica Blue Chip Growth A (SVLAX) |
-14.26 |
1.79 |
-0.86 |
|
|
SunAmerica Blue Chip Growth B (SVLBX) |
-14.68 |
1.08 |
-1.61 |
|
|
SunAmerica Focus Growth & Inc II (FOGTX) |
-14.92 |
1.11 |
NA |
|
|
SunAmerica Growth & Income B (SEIBX) |
-11.33 |
-0.93 |
-3.01 |
3-ALARM |
|
T. Rowe Price Capital Opport (PRCOX) |
0.65 |
-1.7 |
-8.12 |
|
|
T. Rowe Price Dividend Growth (PRDGX) |
22.44 |
-1.09 |
-1.63 |
|
|
T. Rowe Price Equity Index 500 (PREIX) |
-0.14 |
-0.29 |
-0.28 |
3-ALARM |
|
T. Rowe Price Growth & Inc (PRGIX) |
16.76 |
0.51 |
-2.91 |
|
|
T. Rowe Price Pers Str Grth (TRSGX) |
16.17 |
1.42 |
-2.25 |
|
|
T. Rowe Price Tot Eq Mkt Index (POMIX) |
-0.91 |
0.3 |
NA |
|
|
Thompson Plumb Growth (THPGX) |
54.53 |
17.21 |
9.17 |
NO ALARM |
|
TIAA-CREF Equity Index (TCEIX) |
-0.14 |
NA |
NA |
|
|
TIAA-CREF Growth & Income (TIGIX) |
-2.07 |
1.03 |
NA |
|
|
TIAA-CREF Social Choice Equity (TCSCX) |
0.25 |
NA |
NA |
|
|
Transamerica Prem Equity Inv (TEQUX) |
-11.82 |
1.01 |
2.78 |
|
|
Transamerica Prem Index Inv (TPIIX) |
0.23 |
-0.19 |
-0.15 |
|
|
Transamerica Prem Value Inv (TPVIX) |
11 |
5.73 |
NA |
|
|
Trent Equity (TREFX) |
5 |
2.57 |
-2.92 |
|
|
UAM Analytic Defens Eq Instl (ANDEX) |
14.58 |
4.56 |
-0.26 |
|
|
UAM C&B Taxable Equity Instl (CBTAX) |
32.15 |
9.26 |
NA |
|
|
UAM TJ Core Equity Instl Svc (TJCEX) |
7.84 |
-2.35 |
-1.84 |
|
|
UMB Scout Stock (UMBSX) |
5.63 |
-1.08 |
-6.01 |
|
|
United Association S&P 500 I (UASPX) |
-0.02 |
NA |
NA |
|
|
Universal Capital Growth (UCGFX) |
-7.04 |
-1.95 |
-3.04 |
3-ALARM |
|
USAA S&P 500 Index (USSPX) |
-0.06 |
-0.22 |
-0.15 |
3-ALARM |
|
Van Kampen Equity Grth B (VEGBX) |
-12.56 |
-0.37 |
NA |
|
|
Van Kampen Focus Equity A (MSQAX) |
-12.11 |
2.64 |
-1.52 |
|
|
Van Kampen Focus Equity B (MSABX) |
-12.61 |
1.79 |
-1.96 |
|
|
Van Kampen Focus Equity C (MAECX) |
-12.58 |
1.81 |
-1.93 |
|
|
Van Kampen Pace A (ACPAX) |
-5.61 |
-5.5 |
-4.96 |
3-ALARM |
|
Vanguard 500 Index (VFINX) |
0 |
0 |
0 |
|
|
Vanguard Calvert Social Index (VCSIX) |
-7.22 |
NA |
NA |
|
|
Vanguard Capital Opportunity (VHCOX) |
1.51 |
36.14 |
10.09 |
NO ALARM |
|
Vanguard Instl Index (VINIX) |
0.09 |
0.12 |
0.14 |
NO ALARM |
|
Vanguard Instl Index Instl Pl (VIIIX) |
0.12 |
0.16 |
NA |
|
|
Vanguard Morgan Growth (VMRGX) |
-8.19 |
2.22 |
-1.27 |
|
|
Vanguard Primecap (VPMCX) |
-1.93 |
12.9 |
6.55 |
|
|
Vanguard Tax-Managed Cap App (VMCAX) |
-7.13 |
3.2 |
-0.47 |
|
|
Vanguard Tax-Managed Growth & Inc (VTGIX) |
0.13 |
0.04 |
0.08 |
NO ALARM |
|
Vanguard Tot Stock Mkt Index (VTSMX) |
-0.94 |
0.58 |
-1.39 |
|
|
Vanguard Tot Stock Mkt Index Inst (VITSX) |
-0.85 |
0.69 |
NA |
|
|
Victory Stock Index (SSTIX) |
-0.64 |
-0.73 |
-0.81 |
3-ALARM |
|
Vintage Aggressive Growth (AVAGX) |
-12.97 |
-1.23 |
-4.12 |
3-ALARM |
|
Vintage Equity S (VEQSX) |
-6.31 |
-1.02 |
-1.87 |
3-ALARM |
|
Vintage Equity T (VEQTX) |
-6.12 |
-0.8 |
NA |
|
|
Volumetric (VOLMX) |
19.74 |
-4.66 |
-6.29 |
|
|
W&R Total Return C (WTRCX) |
1.48 |
-1.86 |
-2.58 |
|
|
Wachovia Equity A (BTEFX) |
-10.27 |
-1.1 |
-3.46 |
3-ALARM |
|
Wachovia Equity Index A (BTEIX) |
-0.26 |
-0.71 |
-0.73 |
3-ALARM |
|
Wachovia Growth and Income A (CFEQX) |
-10.7 |
-3.87 |
-3.54 |
3-ALARM |
|
Wachovia Quantitative Equity A (BTQEX) |
-3.97 |
-0.84 |
-1.73 |
3-ALARM |
|
Waddell & Reed Accumulative A (UNACX) |
11.81 |
7.34 |
3.87 |
NO ALARM |
|
Waddell & Reed Adv Core A (UNCMX) |
2.02 |
0.15 |
-0.2 |
|
|
Waddell & Reed Adv Retirement A (UNFDX) |
-9.97 |
0.37 |
-4.55 |
|
|
Wells Fargo Divers Equity I (NVDEX) |
4.36 |
1.48 |
-1.53 |
|
|
Wells Fargo Equity Index A (SFCSX) |
-0.32 |
-0.75 |
-0.86 |
3-ALARM |
|
Wells Fargo Equity Index B (SQIBX) |
-0.89 |
-1.56 |
NA |
|
|
Wells Fargo Growth A (SFGRX) |
-10.56 |
-4.81 |
-5.56 |
3-ALARM |
|
Wells Fargo Growth B (SBGWX) |
-11.03 |
-5.54 |
-6.34 |
3-ALARM |
|
Wells Fargo Income Equity A (NVAEX) |
20.75 |
0.7 |
-1.67 |
|
|
Wells Fargo Income Equity B (NVBEX) |
20.03 |
-0.13 |
-2.53 |
|
|
Wells Fargo Income Equity I (NVIEX) |
21 |
0.87 |
-1.57 |
|
|
Wells Fargo Index Alloc B (SIABX) |
-1.28 |
-1.86 |
NA |
|
|
Wells Fargo Index I (NVINX) |
0.07 |
-0.18 |
-0.21 |
|
|
Wells Fargo Outlook 2030 A (STHRX) |
5.36 |
-0.74 |
-2.73 |
|
|
Wells Fargo Outlook 2040 A (STFRX) |
-0.64 |
-1.07 |
-2.65 |
3-ALARM |
|
WesMark Growth (WMKGX) |
10.11 |
17.35 |
NA |
|
|
WM Growth A (SRGFX) |
-21.78 |
9.21 |
1.22 |
|
|
WM Growth B (SQGRX) |
-22.19 |
8.35 |
0.36 |
|
|
Womens Equity (FEMMX) |
14.24 |
3.15 |
0.17 |
NO ALARM |
|
WPG Large Cap Growth (WPGFX) |
-8.31 |
-4.34 |
-2.4 |
3-ALARM |
|
Wright Major Blue Chip Equity (WQCEX) |
-6.56 |
-3.25 |
-3.83 |
3-ALARM |
