| Each fund in the left-hand column is a 3-ALARM fund this month, and has been for each of the preceding five months. Each fund in the right hand column is on the FundAlarm Honor Roll this month, and has been for the past five months. The funds are grouped by capitalization range and style, beginning with Mid-Cap Blend, then moving on to Mid-Cap Growth, and so on. Within each category, the funds are listed alphabetically. We have omitted all Honor Roll funds that are closed to new investors.
If you own one of the 3-ALARM funds in the left-hand column, look across to the right-hand column for a possible Honor Roll replacement. This kind of sideways move is one of the easiest ways to upgrade your fund portfolio, without disturbing your underlying asset allocation. |
| If you own one of these chronic 3-ALARM funds... | ...consider replacing it with one of these long-term Honor Roll funds from the same cap range and style |
|---|---|
| Mid-Cap Blend | Mid-Cap Blend |
| Dreyfus Premier Midcap Stock A (DPMAX) | ABN AMRO Mid Cap N (CHTTX) |
| Dreyfus Premier Midcap Stock R (DDMRX) | Ariel (ARGFX) |
| New Alternatives (NALFX) | California Investment S&P Mid Cap Idx (SPMIX) |
| One Group Divers Mid Cap A (PECAX) | One Group Market Expand Index I (PGMIX) |
| One Group Divers Mid Cap I (WOOPX) | RS Contrarian Value (RSCOX) |
| Strong Advisor Comm Stock Z (STCSX) | Security Mid Cap Value A (SEVAX) |
| Thurlow Growth (THRGX) | Target Small Cap Value (TASVX) |
| Wright Select Blue Chip Equity (WSBEX) | Third Avenue Value (TAVFX) |
| Vanguard Strategic Equity (VSEQX) | |
| Mid-Cap Growth | Mid-Cap Growth |
| AIM Aggressive Growth A (AAGFX) | Columbia Acorn A (LACAX) |
| AIM Aggressive Growth B (AAGBX) | Columbia Acorn B (LACBX) |
| AIM Capital Development A (ACDAX) | Royce Premier Inv (RYPRX) |
| AIM Capital Development B (ACDBX) | |
| Alger Mid Cap Growth B (AMCGX) | |
| Alger Mid Cap Growth C (AMGCX) | |
| Alger Mid Cap Growth Instl (ALMRX) | |
| American Century Giftrust Inv (TWGTX) | |
| American Century Heritage Inv (TWHIX) | |
| BlackRock Mid Cap Growth Inv B (BMGBX) | |
| Bonnel Growth (ACBGX) | |
| Boyle Marathon (BFUNX) | |
| Calvert Capital Accum A (CCAFX) | |
| Delaware Trend A (DELTX) | |
| Delaware Trend B (DERBX) | |
| Delaware Trend C (DETCX) | |
| Delaware Trend Instl (DGTIX) | |
| Eaton Vance Growth A (EVGFX) | |
| Eaton Vance Spec Equities A (EVSEX) | |
| Eaton Vance Tax-Managed Small Growth 1.1 B (EMMGX) | |
| Evergreen Mid Cap Growth A (EKAAX) | |
| Evergreen Mid Cap Growth B (EKABX) | |
| Fidelity Mid-Cap Stock (FMCSX) | |
| Fidelity Select Environmental (FSLEX) | |
| Fifth Third Mid Cap Growth A (FSMCX) | |
| Franklin Small-Mid Cap Growth A (FRSGX) | |
| Franklin Small-Mid Cap Growth Adv (FSGAX) | |
| Franklin Small-Mid Cap Growth C (FRSIX) | |
| Grand Prix A (GPFFX) | |
| Hancock Mid Cap Growth A (SPOAX) | |
| Hancock Mid Cap Growth B (SPOBX) | |
| ING Mid Cap Oppty A (NMCAX) | |
| ING Mid Cap Oppty C (NMCCX) | |
| JennisonDryden US Emerging Growth A (PEEAX) | |
| JennisonDryden US Emerging Growth B (PEEBX) | |
| JennisonDryden US Emerging Growth C (PEGCX) | |
| Kinetics Internet (WWWFX) | |
| Lord Abbett Growth Oppty A (LMGAX) | |
| Lord Abbett Growth Oppty B (LMGBX) | |
| Lord Abbett Grth Oppty C (LMGCX) | |
| Marshall Mid-Cap Growth Inv (MRMSX) | |
| Mason Street Agg Growth Stock A (MAGAX) | |
| MassMutual Instl Mid Cap Grth S (MCGSX) | |
| MFS Mid Cap Growth A (OTCAX) | |
| MFS Mid Cap Growth B (OTCBX) | |
| MFS Mid Cap Growth C (OTCCX) | |
| Monetta Mid-Cap Equity (MMCEX) | |
| Nations Mid Cap Growth Inv A (NEGAX) | |
| Nations MidCap Growth Inv B (NEGNX) | |
| Navellier Mid Cap Growth (NPMDX) | |
| Northern Mid Cap Growth (NOMCX) | |
| One Group Mid Cap Growth A (OSGIX) | |
| One Group Mid Cap Growth B (OGOBX) | |
| One Group Mid Cap Growth I (HLGEX) | |
| PBHG Growth (PBHGX) | |
| Phoenix-Engemann Mid-Cap Grth A (PHSKX) | |
| Phoenix-Engemann Mid-Cap Grth B (PSKBX) | |
| Phoenix-Kayne Small Mid Cap X (PKSFX) | |
| PIMCO CCM Mid Cap A (PFMAX) | |
| PIMCO CCM Mid Cap Admin (PMCGX) | |
| PIMCO CCM Mid Cap C (PFMCX) | |
| PIMCO CCM Mid Cap Instl (PMGIX) | |
| Putnam OTC Emerging Growth A (POEGX) | |
| Putnam OTC Emerging Growth B (POTBX) | |
| Putnam OTC Emerging Growth M (POEMX) | |
| Putnam OTC Emerging Growth Y (POEYX) | |
| Quantitative Mid Cap Ord (QNIIX) | |
| Scudder Dynamic Growth A (KSCAX) | |
| Scudder Dynamic Growth B (KSCBX) | |
| Scudder Mid Cap Gorwth Instl (BTEAX) | |
| Scudder Mid Cap Growth A (SMCAX) | |
| Scudder Mid Cap Growth B (SMCBX) | |
| Scudder Mid Cap Growth C (SMCCX) | |
| Scudder Mid Cap Growth Inv (BTCAX) | |
| Smith Barney Mid Cap Core A (SBMAX) | |
| Strong Advisor Mid Cap Growth Z (SMDCX) | |
| Strong Enterprise Inv (SENTX) | |
| SunAmerica New Century A (SEGAX) | |
| SunAmerica New Century B (SEGBX) | |
| Thrivent Mid Cap Growth A (LBMGX) | |
| UBS PACE Sml/Med Co Growth Equity P (PCSGX) | |
| Value Line (VLIFX) | |
| Vanguard Mid Cap Growth (VMGRX) | |
| Westcore Midco Growth (WTMGX) | |
| International Blend | International Blend |
| AXP Threadneedle International A (INIFX) | Alliance Bernstein Worldwide Priv A (AWPAX) |
| AXP Threadneedle International B (IWWGX) | Alliance Bernstein Worldwide Priv B (AWPBX) |
| AXP Threadneedle International Y (IDIYX) | American AAdvant Intl Eqty AMR (AAIAX) |
| BB&T International Tr (BBTIX) | American AAdvant Intl Eqty Ins (AAIEX) |
| Calvert World Value Intl Eq A (CWVGX) | American AAdvant Intl Eqty Plan Ahd (AAIPX) |
| Columbia Global Equity A (CGUAX) | Bernstein Emerg Markets Val (SNEMX) |
| Columbia Global Equity B (CGUBX) | Excelsior Emerging Markets (UMEMX) |
| Columbia Global Equity C (CGUCX) | Fidelity Spartan Intl Index (FSIIX) |
| Columbia Intl Equity T (GAIEX) | Frank Russell Emerg Markets S (REMSX) |
| Commerce Intl Equity Instl (CFIEX) | Frank Russell Emerging C (REMCX) |
| Commonwealth Japan (CNJFX) | Guardian Baillie Emerg Mkts A (GBEMX) |
| Dreyfus Founders Worldwide F (FWWGX) | ICAP Euro Select Equity (ICEUX) |
| Dreyfus Premier Worldwide Growth B (PGWBX) | Ivy European Oppty A (IEOAX) |
| Eaton Vance Tax-Managed Intl Equity B (EMIGX) | Ivy European Oppty B (IEOBX) |
| Enterprise Intl Growth A (ENIGX) | Lazard Emerging Markt Instl (LZEMX) |
| Evergreen Global Leaders A (EAGLX) | Managers Emerg Mkts Equity (MEMEX) |
| Evergreen Global Leaders B (EBGLX) | Merrill Latin America B (MBLTX) |
| Federated Intl Cap Appr B (IGFBX) | Merrill Latin America C (MCLTX) |
| First Invest Global B (FIBGX) | Merrill Latin America I (MALTX) |
| GE International Equity A (GEICX) | MFS Emerging Markets Equity A (MEMAX) |
| Guardian Baillie Intl A (GUBGX) | MFS Emerging Markets Equity B (MEMBX) |
| ING Intl Growth A (AEIAX) | MFS Emerging Markets Equity C (MEMCX) |
| ING Worldwide Growth A (NAWGX) | MFS Intl Value B (MGIBX) |
| ING Worldwide Growth B (NAWBX) | Morgan Stanley Intl Small Cap B (ISMBX) |
| ING Worldwide Growth C (NAWCX) | Neuberger Berman Intl Inv (NBISX) |
| ING Worldwide Growth Q (NAWQX) | Neuberger Berman Intl Tr (NBITX) |
| Janus Adviser Worldwide I (JWGRX) | Northern Instl Intl Eq Index A (BIEIX) |
| Janus Aspen Worldwide Growth Instl (JAWGX) | One Group Intl Equity Index A (OEIAX) |
| Janus Worldwide (JAWWX) | One Group Intl Equity Index I (OIEAX) |
| JP Morgan Global 50 Select (JPMGX) | Oppenheimer Developing Mkts A (ODMAX) |
| Lazard Intl Equity Open (LZIOX) | Oppenheimer Developing Mkts B (ODVBX) |
| MMA Praxis International B (MMPNX) | Schwab International Index Sel (SWISX) |
| Pioneer International Value B (PBIFX) | SSgA Intl Stock Sel (SSAIX) |
| Putnam Intl New Opport B (PINWX) | T. Rowe Price Latin America (PRLAX) |
| Putnam Intl New Opport M (PINMX) | Templeton Global Small Co A (TEMGX) |
| SAFECO Intl Stock Inv (SFISX) | Templeton Global Small Co C (TESGX) |
| Scudder Inst Intl Eq I (BEIIX) | Tocqueville Intl Value (TIVFX) |
| Scudder Intl A (SUIAX) | Tweedy Browne Global Value (TBGVX) |
| Scudder Intl Equity Inv (BTEQX) | Vanguard Total Intl Stock Index (VGTSX) |
| Scudder Intl S (SCINX) | Vontobel Eastern Euro Equity (VEEEX) |
| Smith Barney Intl B (CSQBX) | |
| T. Rowe Price Foreign Equity (PRFEX) | |
| T. Rowe Price Intl Stock (PRITX) | |
| Thrivent Partner International Stock A (AAITX) | |
| Thrivent Partner International Stock B (BBITX) | |
| Van Kampen Intl Magnum A (MIMAX) | |
| Waddell & Reed Adv Intl A (UNCGX) | |
| International Growth | International Growth |
| AIM Global Growth A (AGGAX) | AIM Developing Markets A (GTDDX) |
| AIM Global Growth B (AGGBX) | AIM European Growth A (AEDAX) |
| Alliance Bernstein New Europe B (ANEBX) | AIM European Growth B (AEDBX) |
| Alliance Bernstein New Europe C (ANECX) | Dimensional Emerging Markets (DFEMX) |
| AXP Threadneedle Global Equity A (IGLGX) | Eaton Vance Greater India A (ETGIX) |
| AXP Threadneedle Global Equity B (IDGBX) | Eaton Vance Greater India B (EMGIX) |
| Citizens Global Equity Standard (WAGEX) | Fidelity Europe (FIEUX) |
| Federated Intl Equity B (FIEBX) | Fidelity Latin America (FLATX) |
| Gabelli Global Growth (GICPX) | Fidelity Nordic (FNORX) |
| Goldman Sachs Intl Equity A (GSIFX) | Goldman Sachs Intl Growth Opp C (GISCX) |
| Goldman Sachs Intl Equity B (GSEBX) | MFS Intl New Discovery A (MIDAX) |
| Goldman Sachs Intl Equity C (GSICX) | MFS Intl New Discovery B (MIDBX) |
| Goldman Sachs Intl Equity Svc (GSISX) | Oppenheimer Intl Sm Co A (OSMAX) |
| Hancock International A (FINAX) | Principal Intl SmallCap A (PRSAX) |
| Harbor International Growth (HAIGX) | Third Millennium Russia (TMRFX) |
| Ivy International A (IVINX) | U.S. Global Inv East Europe (EUROX) |
| Ivy International B (IVIBX) | Wanger Intl Sm Cap Adv (WSCAX) |
| Ivy International C (IVNCX) | |
| JennisonDryden Global Growth A (PRGAX) | |
| JennisonDryden Global Growth B (PRGLX) | |
| Merrill Global Growth B (MBGGX) | |
| Merrill Global Growth C (MCGGX) | |
| PIMCO RCM Intl Growth Eq Instl (DRIEX) | |
| Sit International Growth (SNGRX) | |
| Smith Barney Intl All Cap Growth A (SBIEX) | |
| Smith Barney Intl All Cap Growth B (SBIBX) | |
| SSgA International Growth Oppty (SINGX) | |
| SunAmerica Intl Eq B (SSIBX) | |
| TA IDEX Templeton Great Co Global A (IGLBX) | |
| TA IDEX Templeton Great Co Global B (IGLWX) | |
| International Value | International Value |
| Phoenix-Aberdeen Intl A (PHITX) | American Funds Capital World Growth & Inc A (CWGIX) |
| American Funds Capital World Growth & Inc F (CWGFX) | |
| Dimensional Emerging Markets Value (DFEVX) | |
| Dimensional Intl Small Cap Value (DISVX) | |
| Glenmede International (GTCIX) | |
| GMO Foreign III (GMOFX) | |
| GMO International Intrinsic Value III (GMOIX) | |
| ING Intl Value B (NIVBX) | |
| ING Intl Value C (NIVCX) | |
| JohnsonFamily Intl Value (JFIEX) | |
| JP Morgan Fleming Intl Value I (JNUSX) | |
| Laudus Rosenberg Intl Small Cap Instl (ICSIX) | |
| Laudus Rosenberg Intl Small Cap Inv (RISIX) | |
| McKee Intl Equity (MKIEX) | |
| Merrill Intl Value B (MBIVX) | |
| Merrill Intl Value I (MAIVX) | |
| Polaris Global Value (PGVFX) | |
| Preferred International Value (PFIFX) | |
| Putnam Intl Capital Opportunity A (PNVAX) | |
| Putnam Intl Capital Opportunity B (PVNBX) | |
| Putnam Intl Gr & Inc A (PNGAX) | |
| Putnam Intl Gr & Inc B (PGNBX) | |
| Quantitative Emerg Mkts Or (QFFOX) | |
| Quantitative Foreign Val Ord (QFVOX) | |
| T. Rowe Price Intl Growth & Income (TRIGX) | |
| Templeton Developing Mkts A (TEDMX) | |
| Templeton Developing Mkts Adv (TDADX) | |
| Templeton Developing Mkts C (TDMTX) | |
| Templeton Instl Emerg Markets (TEEMX) | |
| USAA Emerging Markets (USEMX) | |
| Specialty-Commun | Specialty-Commun |
| Rydex Telecommunications Adv (RYMAX) | T. Rowe Price Media & Tele (PRMTX) |
| Rydex Telecommunications Inv (RYMIX) | |
| Scudder Flag Communications A (TISHX) | |
| Scudder Flag Communications B (FTEBX) | |
| Scudder Flag Communications C (FTICX) | |
| Scudder Flag Communications I (FLICX) | |
| Specialty-Financial | Specialty-Financial |
| AIM Financial Services C (IFSCX) | Diamond Hill Bank & Financial A (BANCX) |
| AIM Financial Services Inv (FSFSX) | Emerald Banking & Finance (HSSAX) |
| Fidelity Adv Financial A (FAFDX) | FBR Small Cap Financial (FBRSX) |
| Fidelity Adv Financial B (FAFBX) | Fidelity Select Home Finance (FSVLX) |
| Fidelity Adv Financial C (FAFCX) | |
| Fidelity Adv Financial Instl (FFSIX) | |
| Fidelity Adv Financial T (FAFSX) | |
| Fidelity Select Financial Servcces (FIDSX) | |
| Hancock Financial Indust A (FIDAX) | |
| Hancock Financial Indust B (FIDBX) | |
| Hancock Financial Indust C (FIDCX) | |
| Hancock Financial Indust I (FIDIX) | |
| ING Financial Services B (PBTBX) | |
| Morgan Stanley Financial Services A (FSVAX) | |
| Morgan Stanley Financial Services B (FSVBX) | |
| Morgan Stanley Financial Services C (FSVCX) | |
| Morgan Stanley Financial Services D (FSVDX) | |
| Scudder-Dreman Financial Services B (KDFBX) | |
| Scudder-Dreman Financial Services C (KDFCX) | |
| Wells Fargo SIFE Financial Svcs A (SIFEX) | |
| Wells Fargo SIFE Financial Svcs B (SIFBX) | |
| Wells Fargo SIFE Financial Svcs C (SIFCX) | |
| Specialty-Health | Specialty-Health |
| Putnam Health Sciences B (PHSBX) | Fidelity Select Med Equip Sys (FSMEX) |
| Putnam Health Sciences C (PCHSX) | Fidelity Select Medical Delivery (FSHCX) |
| Putnam Health Sciences M (PHLMX) | Icon Healthcare (ICHCX) |
| Rydex Biotechnology Adv (RYOAX) | Scudder Health Care AARP (SHCAX) |
| Rydex Biotechnology Inv (RYOIX) | T. Rowe Price Health Science (PRHSX) |
| Vanguard Health Care (VGHCX) | |
| Specialty-Metals | Specialty-Metals |
| Fidelity Select Gold (FSAGX) | Evergreen Precious Metals A (EKWAX) |
| ING Precious Metals A (LEXMX) | Evergreen Precious Metals B (EKWBX) |
| Midas (MIDSX) | Evergreen Precious Metals C (EKWCX) |
| Evergreen Precious Metals I (EKWYX) | |
| Specialty-NatRes | Specialty-NatRes |
| Excelsior Energy & Nat Resources (UMESX) | Icon Energy (ICENX) |
| Fidelity Adv Natural Res A (FANAX) | Vanguard Energy (VGENX) |
| Fidelity Adv Natural Res B (FANRX) | |
| Fidelity Adv Natural Res C (FNRCX) | |
| Fidelity Adv Natural Res Ins (FANIX) | |
| Fidelity Adv Natural Res T (FAGNX) | |
| Fidelity Select Natural Res (FNARX) | |
| Morgan Stanley Natural Res A (NREAX) | |
| Morgan Stanley Natural Res B (NREBX) | |
| Morgan Stanley Natural Res C (NRECX) | |
| Morgan Stanley Natural Res D (NREDX) | |
| Putnam Global Natural Res B (PNRBX) | |
| Putnam Global Natural Res M (PGLMX) | |
| Strong Energy (SENGX) | |
| Specialty-RealEst | Specialty-RealEst |
| Brazos Real Estate Secs Y (BJRSX) | AIM Real Estate A (IARAX) |
| Delaware REIT B (DPRBX) | AIM Real Estate B (AARBX) |
| Delaware REIT C (DPRCX) | AIM Real Estate C (IARCX) |
| Excelsior Real Estate (UMREX) | Cohen & Steers Realty Focus I (CSSPX) |
| Forward Uniplan Real Estate (FFREX) | Phoenix-Duff Real Estate A (PHRAX) |
| Gabelli Westwood Realty AAA (WESRX) | Phoenix-Duff Real Estate B (PHRBX) |
| GMO Real Estate III (GMORX) | Phoenix-Duff Real Estate C (PHRCX) |
| Hancock Real Estate B (JREBX) | Principal Real Estate A (PRRAX) |
| Hancock Real Estate C (JRECX) | Strategic Partners Real Est Secs A (PURAX) |
| Phoenix-Seneca Equity Income A (REALX) | T. Rowe Price Real Estate (TRREX) |
| Phoenix-Seneca Equity Income B (REBLX) | Undiscovered Mgrs REIT Inst (URTLX) |
| Phoenix-Seneca Equity Income C (RECLX) | |
| Victory Real Estate A (VREIX) | |
| Wells S&P REIT Index A (WSPAX) | |
| Specialty-Tech | Specialty-Tech |
| AIM Technology A (ITYAX) | AXP Global Tech A (AXIAX) |
| AIM Technology C (ITHCX) | AXP Global Tech B (INVBX) |
| AIM Technology Inv (FTCHX) | Ivy Science & Technology C (WSTCX) |
| Berkshire Focus (BFOCX) | Ivy Science & Technology Y (WSTYX) |
| Firsthand Technology Innov (TIFQX) | North Track PSE Tech 100 Index A (PPTIX) |
| Firsthand Technology Value (TVFQX) | North Track PSE Tech 100 Index B (PSEBX) |
| Hancock Technology A (NTTFX) | PIMCO RCM Global Tech A (RAGTX) |
| Hancock Technology B (FGTBX) | PIMCO RCM Global Tech D (DGTNX) |
| Hancock Technology C (JHTCX) | PIMCO RCM Global Tech Instl (DRGTX) |
| Hancock Technology I (JHTIX) | Waddell & Reed Adv Science A (UNSCX) |
| Merrill Global Tech A (MDGTX) | Waddell & Reed Adv Science Y (USTFX) |
| Merrill Global Tech B (MBGTX) | |
| Merrill Global Tech C (MCGTX) | |
| Merrill Global Tech I (MAGTX) | |
| Morgan Stanley Information B (IFOBX) | |
| Morgan Stanley Information C (IFOCX) | |
| PIMCO PEA Innovation C (PIVCX) | |
| Saratoga Tech & Comm B (SCMPX) | |
| Specialty-Utils | Specialty-Utils |
| Columbia Utilities B (CUTBX) | AllianceBernstein Utility Adv (AUIYX) |
| Columbia Utilities C (CUTFX) | Eaton Vance Utilities A (EVTMX) |
| Fidelity Adv Tel & Util B (FAUBX) | JennisonDryden Utility A (PRUAX) |
| Fidelity Utilities (FIUIX) | JennisonDryden Utility B (PRUTX) |
| Flex-funds Total Return Util (FLRUX) | JennisonDryden Utility C (PCUFX) |
| Morgan Stanley Global Utilities B (GUTBX) | JennisonDryden Utility Z (PRUZX) |
| Morgan Stanley Global Utilities C (GUTCX) | MFS Utilities A (MMUFX) |
| Morgan Stanley Utilities C (UTLCX) | MFS Utilities B (MMUBX) |
| MFS Utilities C (MMUCX) | |
| MFS Utilities I (MMUIX) | |
| Large Blend | Large Blend |
| ABN AMRO Equity Plus I (IOEPX) | CDC Nvest Star Value A (NEFVX) |
| AIM Premier Equity A (AVLFX) | CDC Nvest Star Value B (NEVBX) |
| AIM Premier Equity B (AVLBX) | CDC Nvest Targeted Equity A (NEFGX) |
| AIM Premier Equity C (AVLCX) | CGM Focus (CGMFX) |
| AIM S&P 500 Index Inv (ISPIX) | Davis NY Venture A (NYVTX) |
| AmCent Eq Index Ins (ACQIX) | Davis NY Venture B (NYVBX) |
| American AAdvant S&P 500 Inst (AASPX) | Davis NY Venture C (NYVCX) |
| American AAdvant S&P 500 Plan Ahd (AAFPX) | Davis NY Venture Y (DNVYX) |
| American Century Equity Index Inv (ACIVX) | Excelsior Value & Restruct (UMBIX) |
| Armada S&P 500 Index I (AQDIX) | Exeter Pro-Blend Max A (EXHAX) |
| Atlas Strategic Growth A (ASGAX) | Fidelity Select Construct & Housing (FSHOX) |
| AXP Stock A (INSTX) | Fidelity Select Defense & Aerospace (FSDAX) |
| AXP Stock B (IDSBX) | Fidelity Select Industrial Equip (FSCGX) |
| AXP Stock Y (IDSYX) | Frank Russell Life Points Agg Equity Strat E (RELEX) |
| Barclays Global Inv S&P 500 (WFSPX) | Gabelli Asset (GABAX) |
| BNY Hamilton Large Cap Growth Inst (BNLIX) | Goldman Sachs Agg Gr Str B (GAPBX) |
| Columbia Common Stock (CMSTX) | Goldman Sachs Core US Equity A (GSSQX) |
| Columbia Large Co Index Z (ILCIX) | Goldman Sachs Core US Equity B (GSSBX) |
| Diversified Growth & Inc Inv (DVGIX) | Goldman Sachs Core US Equity C (GSUSX) |
| Dreyfus (DREVX) | Goldman Sachs Growth Str B (GGSBX) |
| Dreyfus Basic S&P 500 Stock (DSPIX) | Goldman Sachs Growth Str C (GGSCX) |
| Dreyfus Disc Stock (DDSTX) | Hartford Cap Apprec A (ITHAX) |
| Dreyfus Growth Opportunity (DREQX) | Hartford Cap Apprec B (IHCAX) |
| Dreyfus Premier Core Equity B (DPEBX) | Hartford Cap Apprec C (HCACX) |
| Dreyfus Premier Large Co Stock A (DRDEX) | Industry Leaders I (ILFIX) |
| Dreyfus Premier Large Co Stock R (DEIRX) | Industry Leaders L (ILFLX) |
| Dreyfus Premier Tax-Mgd Growth B (DPTMX) | JennisonDryden Tax-Managed Equity A (PTMAX) |
| Dreyfus S&P 500 Index (PEOPX) | Lord Abbett All Value A (LDFVX) |
| E*TRADE S&P 500 Index (ETSPX) | Lord Abbett All Value B (GILBX) |
| Enterprise Managed A (ENMPX) | Lord Abbett All Value C (GILAX) |
| Enterprise Managed B (ENMBX) | MainStay MAP A (MAPAX) |
| EquiTrust Blue Chip (FBBLX) | MainStay MAP I (MUBFX) |
| Evergreen A (EVRAX) | Mairs & Power Growth (MPGFX) |
| Evergreen B (EVRBX) | Merrill Focus Value I (MAPNX) |
| Evergreen Blue Chip A (EKNAX) | Morgan Stanley Value-Added B (VADBX) |
| Evergreen Blue Chip B (EKNBX) | Morgan Stanley Value-Added D (VADDX) |
| Evergreen Equity Index A (ESINX) | MP 63 (DRIPX) |
| Evergreen Equity Index B (ESIOX) | Muhlenkamp (MUHLX) |
| Evergreen I (EVGRX) | Mutual Beacon A (TEBIX) |
| Excelsior Blended Equity (UMEQX) | Mutual Beacon C (TEMEX) |
| Expedition Equity Instl (EEICX) | Mutual Beacon Z (BEGRX) |
| Federated Max-Cap Index Instl (FISPX) | Mutual Qualified A (TEQIX) |
| Federated Max-Cap Index Instl Svc (FMXSX) | Mutual Qualified C (TEMQX) |
| Fidelity Adv Growth & Inc B (FGISX) | Mutual Qualified Z (MQIFX) |
| Fidelity Magellan (FMAGX) | Nations Managed Index Prim A (NMIMX) |
| Fifth Third Equity Index Instl (KNIEX) | Neuberger Berman Partners Inv (NPRTX) |
| First American Equity Index B (FAEQX) | Oppenheimer Value A (CGRWX) |
| First American Equity Index Y (FEIIX) | Oppenheimer Value B (CGRBX) |
| First Invest Blue Chip A (FIBCX) | Osterweis (OSTFX) |
| First Invest Focused Equity A (FIFEX) | SAFECO Multi-Cap Core Inv (SFNWX) |
| Flex-funds Highlands Growth (FLCGX) | Schwab MarketTrack All Equity (SWEGX) |
| Frank Russell Divers Equity S (RDESX) | Schwab Total Stk Market Index Inv (SWTIX) |
| Frank Russell Diversified Eq E (RDEEX) | Schwab Total Stk Market Index Sel (SWTSX) |
| Frank Russell Diversified Equity C (RDECX) | Scudder Flag Equity Partners A (FLEPX) |
| Frank Russell Quantitative Equity C (RQECX) | Selected American S (SLASX) |
| Guardian Park Avenue A (GPAFX) | Sentinel Common Stock A (SENCX) |
| Guardian Park Avenue B (GUPBX) | State Farm Growth (STFGX) |
| Hancock Core Equity A (JHDCX) | Strong Opportunity Inv (SOPFX) |
| Hancock Core Equity B (JHIDX) | T. Rowe Price Capital Opport (PRCOX) |
| Hancock Large Cap Equity A (TAGRX) | T. Rowe Price Pers Str Grth (TRSGX) |
| Hancock Large Cap Equity B (TSGWX) | T. Rowe Price Spectrum Growth (PRSGX) |
| Hancock Large Cap Equity C (JHLVX) | TCW Galileo Large Cap Value I (TGLVX) |
| Hartford Disciplined Equity B (HGIBX) | UBS U.S. Large Cap Equity Y (BPEQX) |
| Hartford Stock A (IHSTX) | Vanguard 500 Index Adm (VFIAX) |
| Hartford Stock B (ITSBX) | Vanguard Growth & Income (VQNPX) |
| Hartford Stock C (HSFCX) | Vanguard Instl Index (VINIX) |
| ING Index Plus Large Cap A (AELAX) | Vanguard Instl Index Instl Pl (VIIIX) |
| ING Index Plus Large Cap B (ATLBX) | Vanguard Tax-Managed Growth (VTGIX) |
| ING Index Plus Large Cap I (AELIX) | Vanguard Tax-Mangd Growth Adm (VTGLX) |
| Integrity Equity N (IEQNX) | Vanguard Tot Stock Mkt Index (VTSMX) |
| JennisonDryden Stock Index A (PSIAX) | Vanguard Tot Stock Mkt Index Inst (VITSX) |
| JennisonDryden Stock Index I (PDSIX) | Victory Diversified Stock A (SRVEX) |
| JennisonDryden Stock Index Z (PSIFX) | Victory Diversified Stock G (GRINX) |
| Kelmoore Strategy C (KSOIX) | |
| Lake Forest Core Equity (LFCEX) | |
| MainStay Equity Index A (MCSEX) | |
| Marshall Large-Cap Growth & Inc Inv (MASTX) | |
| Mason Street Index 500 A (MISAX) | |
| Mason Street Large Cap Core A (MSKAX) | |
| MassMutual Instl Index Equity L (MMILX) | |
| MassMutual Instl Index Equity S (MMIEX) | |
| Matterhorn Growth (FWLEX) | |
| McMorgan Equity Inv (MCMEX) | |
| Merrill S&P 500 Index A (MDSRX) | |
| Merrill S&P 500 Index I (MASRX) | |
| MFS Capital Opportunities A (MCOFX) | |
| MFS Capital Opportunities B (MCOBX) | |
| MFS Capital Opportunities C (MCOCX) | |
| MFS Massachusetts Inv A (MITTX) | |
| MFS Massachusetts Inv B (MITBX) | |
| MFS Massachusetts Inv C (MITCX) | |
| Monetta Blue Chip (MLCEX) | |
| Morgan Stanley S&P 500 Index A (SPIAX) | |
| Morgan Stanley S&P 500 Index B (SPIBX) | |
| Munder Index 500 A (MUXAX) | |
| Munder Index 500 B (MUXBX) | |
| Munder Index 500 K (MUXKX) | |
| Nicholas-Applegate US Sys Large Cap Growth I (NLCIX) | |
| Nicholas-Applegate US Sys Large Cap Growth R (NLCRX) | |
| North Track S&P 100 Plus A (PPSPX) | |
| Northern Instl Equity Index A (BEIAX) | |
| Northern Stock Index (NOSIX) | |
| One Group Divers Eq I (OGVFX) | |
| One Group Divers Eqty A (PAVGX) | |
| One Group Divers Eqty B (OVBGX) | |
| One Group Equity Index A (OGEAX) | |
| One Group Equity Index B (OGEIX) | |
| One Group Equity Index C (OEICX) | |
| Pacific Cap Growth & Inc A (PCIGX) | |
| Performance Large Cap Equity A (PFECX) | |
| Performance Large Cap Equity Inst (PFEQX) | |
| ProFunds Bull Inv (BLPIX) | |
| Putnam Investors B (PNVBX) | |
| Putnam Investors M (PNVMX) | |
| Putnam Research A (PNRAX) | |
| Putnam Research B (PRFBX) | |
| Putnam Research C (PRACX) | |
| SAFECO Core Equity Inv (SAFQX) | |
| Schwab S&P 500 e.Sh (SWPEX) | |
| Schwab S&P 500 Inv (SWPIX) | |
| Scudder Equity 500 Index Inv (BTIEX) | |
| Scudder Growth & Income AARP (ACDGX) | |
| Scudder Growth & Income S (SCDGX) | |
| Scudder S&P 500 Index AARP (ASPIX) | |
| Scudder S&P 500 Index S (SCPIX) | |
| Security Equity A (SECEX) | |
| Security Equity B (SEQBX) | |
| SEI Index S&P 500 Index A (SSPIX) | |
| SM&R Growth T (AMRNX) | |
| Smith Barney Growth & Inc B (GRIBX) | |
| Smith Barney Large Cap Core 1 (CSGWX) | |
| Smith Barney Large Cap Core A (GROAX) | |
| Smith Barney Large Cap Core B (GROBX) | |
| Smith Barney S&P 500 Index SmB (SBSPX) | |
| SSgA Core Opportunities (SSGWX) | |
| State St Research Investment A (SITAX) | |
| State St Research Investment B1 (SITPX) | |
| State St Research Investment C (SITDX) | |
| Strong Growth & Income Inv (SGRIX) | |
| Strong Index 500 (SINEX) | |
| SunAmerica Growth & Income B (SEIBX) | |
| T. Rowe Price Equity Index 500 (PREIX) | |
| Thrivent Large Cap Stock A (AALGX) | |
| Thrivent Large Cap Stock B (BBLGX) | |
| TIAA-CREF Growth & Income (TIGIX) | |
| Transamerica Index Inv (TPIIX) | |
| USAA S&P 500 Index Reward (USPRX) | |
| Vantagepoint 500 Stock Index I (VPFIX) | |
| Victory Stock Index (SSTIX) | |
| Wells Fargo Equity Index A (SFCSX) | |
| Wells Fargo Equity Index B (SQIBX) | |
| Wells Fargo Index Alloc B (SIABX) | |
| Wells Fargo Index I (NVINX) | |
| Wright Major Blue Chip Equity (WQCEX) | |
| Large Growth | Large Growth |
| ABN AMRO/Montag Growth I (MCGIX) | Amana Growth (AMAGX) |
| ABN AMRO/Montag Growth N (MCGFX) | Calvert Large Cap Growth I (CLCIX) |
| AIM Blue Chip A (ABCAX) | Dreyfus Premier New Leaders A (DNLDX) |
| AIM Blue Chip B (ABCBX) | Fidelity Contrafund (FCNTX) |
| AIM Blue Chip C (ABCCX) | Fidelity Export & Multinational (FEXPX) |
| AIM Constellation B (CSTBX) | Neuberger Berman Guardian Inv (NGUAX) |
| AIM Constellation C (CSTCX) | Neuberger Berman Guardian Tr (NBGTX) |
| AIM Weingarten B (BWEIX) | Salomon Bros Capital A (SCCAX) |
| AIM Weingarten C (CWEIX) | Salomon Bros Capital B (SPABX) |
| Alger Capital Apprec Instl (ALARX) | Salomon Bros Capital C (SCCCX) |
| Alger Capital Appreciation A (ACAAX) | Vanguard Capital Opportunity Adm (VHCAX) |
| Alger Capital Appreciation B (ACAPX) | Vanguard Primecap Adm (VPMAX) |
| Alger Capital Appreciation C (ALCCX) | Wayne Hummer Growth (WHGRX) |
| Alger LargeCap Growth B (AFGPX) | |
| Alliance Bernstein Premier Growth A (APGAX) | |
| Alliance Bernstein Premier Growth Adv (APGYX) | |
| Alliance Bernstein Premier Growth B (APGBX) | |
| Alliance Bernstein Premier Growth C (APGCX) | |
| Alliance Bernstein Premier Growth Ins I (AIPGX) | |
| Alliance Bernstein Select Inv Premier A (ASPAX) | |
| American Century Growth Adv (TCRAX) | |
| American Century Growth Inst (TWGIX) | |
| American Century Growth Inv (TWCGX) | |
| American Century Select Inv (TWCIX) | |
| American Growth D (AMRGX) | |
| American Perform Growth Eqty (APGEX) | |
| Armada Large Cap Growth A (AEQRX) | |
| Armada LargeCap Growth I (AEQIX) | |
| AXP Growth A (INIDX) | |
| AXP Growth B (IGRBX) | |
| AXP Growth Y (IGRYX) | |
| AXP New Dimensions B (INDBX) | |
| AXP New Dimensions C (ANDCX) | |
| AXP Strategy Aggressive A (ISAAX) | |
| AXP Strategy Aggressive B (INAGX) | |
| AXP Strategy Aggressive C (ASACX) | |
| BB&T Large Company Growth Trust (BLCTX) | |
| BlackRock Large Cap Growth Inst (PNAPX) | |
| BlackRock Large Cap Growth Inv (BLGBX) | |
| BlackRock Large Cap Growth Svc (PNGEX) | |
| CDC Nvest Westpeak Capital Growth A (NEFCX) | |
| CDC Nvest Westpeak Capital Growth B (NECBX) | |
| Citizens Core Growth Inst (WINIX) | |
| Citizens Core Growth Standard (WAIDX) | |
| Citizens Emerging Growth Standard (WAEGX) | |
| Columbia Growth (CLMBX) | |
| Columbia Growth Stock Z (SRFSX) | |
| Columbia Large Cap Growth T (GAEGX) | |
| Columbia Large Cap Growth Z (GEGTX) | |
| Columbia Tax-Managed Growth I A (STMAX) | |
| Columbia Tax-Managed Growth I B (CTMBX) | |
| Columbia Tax-Managed Growth I C (CTMCX) | |
| Columbia Young Investor (SRYIX) | |
| Commerce Growth Instl (CFGRX) | |
| Credit Suisse Cap Apprec C (CUCCX) | |
| Credit Suisse Cap Apprec Comm (CUCAX) | |
| Delaware Select Growth A (DVEAX) | |
| Delaware Select Growth B (DVEBX) | |
| Delaware Select Growth C (DVECX) | |
| Delaware U.S. Growth A (DUGAX) | |
| Delaware U.S. Growth B (DEUBX) | |
| Delaware U.S. Growth C (DEUCX) | |
| Delaware U.S. Growth Instl (DEUIX) | |
| Diversified Equity Growth Inv (DVEGX) | |
| DLB Core Growth (DLBRX) | |
| Dreyfus Founders Growth and Income F (FRMUX) | |
| Dreyfus Founders Growth B (FRGEX) | |
| Dreyfus Founders Growth F (FRGRX) | |
| Dreyfus Premier Third Cent A (DTCAX) | |
| Dreyfus Premier Third Century Z (DRTHX) | |
| Enterprise Growth A (ENGRX) | |
| Enterprise Growth B (ENGBX) | |
| Enterprise Growth C (ENGCX) | |
| Evergreen Large Co Growth A (EKJAX) | |
| Evergreen Large Co Growth B (EKJBX) | |
| Federated Large Cap Growth B (FLGBX) | |
| Fidelity Adv Equity Growth A (EPGAX) | |
| Fidelity Adv Equity Growth B (EPGBX) | |
| Fidelity Adv Equity Growth C (EPGCX) | |
| Fidelity Adv Equity Growth Instl (EQPGX) | |
| Fidelity Adv Equity Growth T (FAEGX) | |
| Fidelity Adv Growth Oppty A (FAGAX) | |
| Fidelity Adv Growth Oppty B (FABGX) | |
| Fidelity Adv Growth Oppty C (FACGX) | |
| Fidelity Adv Growth Oppty Inst (FAGCX) | |
| Fidelity Adv Growth Oppty T (FAGOX) | |
| Fidelity Adv Large Cap A (FALAX) | |
| Fidelity Adv Large Cap B (FALHX) | |
| Fidelity Adv Large Cap C (FLCCX) | |
| Fidelity Adv Large Cap T (FALGX) | |
| Fidelity Adv Strat Growth T (FTQTX) | |
| Fidelity Blue Chip Growth (FBGRX) | |
| Fidelity Destiny I (FDESX) | |
| Fidelity Large Cap Stock (FLCSX) | |
| Fifth Third Large Cap Oppty A (FSPIX) | |
| Fifth Third Quality Growth Inv A (FSQGX) | |
| First American Large Cap Growth Opptys A (FRGWX) | |
| First Source Divers Equity (FMDEX) | |
| Gabelli Growth (GABGX) | |
| Gartmore Mid Cap Growth Leaders D (NMCGX) | |
| Goldman Sachs Cap Growth A (GSCGX) | |
| Goldman Sachs Cap Growth B (GSCBX) | |
| Goldman Sachs Cap Growth C (GSPCX) | |
| Goldman Sachs Cap Growth Instl (GSPIX) | |
| Goldman Sachs Strat Gr C (GGRCX) | |
| Hancock Large Cap Growth A (JHNGX) | |
| Hancock Large Cap Growth B (JHGBX) | |
| HighMark Growth Fiduciary (HMGRX) | |
| ING Growth A (AEGAX) | |
| ING Growth I (AEGRX) | |
| Jennison Dryden Growth B (PJFBX) | |
| Jennison Dryden Growth C (PJFCX) | |
| JP Morgan Equity Growth B (VGEBX) | |
| JP Morgan Tax-Aware Lg Cap Growth Sel (VSLGX) | |
| MainStay Blue Chip Growth A (MSBUX) | |
| MainStay Blue Chip Growth B (MSCBX) | |
| MainStay Capital Apprec A (MCSAX) | |
| MainStay Capital Apprec B (MCSCX) | |
| Managers Captl Appreciation (MGCAX) | |
| Mason Street Growth Stock A (MGSAX) | |
| MassMutual Instl Growth Eq A (MGQAX) | |
| MFS Core Growth A (MFCAX) | |
| MFS Emerging Growth A (MFEGX) | |
| MFS Emerging Growth B (MEGBX) | |
| MFS Emerging Growth C (MFECX) | |
| MFS Emerging Growth I (MFEIX) | |
| MFS Growth Opportunities A (MGOFX) | |
| MFS Growth Opportunities B (MGOBX) | |
| MFS Large Cap Growth A (MCGAX) | |
| MFS Large Cap Growth B (MCGBX) | |
| MFS Managed Sectors A (MMNSX) | |
| MFS Managed Sectors B (MSEBX) | |
| MFS Massachusetts Inv Growth Stock A (MIGFX) | |
| MFS Massachusetts Inv Growth Stock B (MIGBX) | |
| MFS Massachusetts Inv Growth Stock C (MIGDX) | |
| MFS Strategic Growth A (MFSGX) | |
| MFS Strategic Growth B (MSBGX) | |
| MFS Strategic Growth C (MFGCX) | |
| MFS Strategic Growth I (MSGIX) | |
| Morgan Stanley American Oppty A (AMOAX) | |
| Morgan Stanley American Oppty B (AMOBX) | |
| Morgan Stanley American Oppty C (AMOCX) | |
| Morgan Stanley American Oppty D (AMODX) | |
| Morgan Stanley Growth B (GRTBX) | |
| Morgan Stanley Instl Equity Growth A (MSEQX) | |
| Morgan Stanley Instl Equity Growth B (MSEGX) | |
| Morgan Stanley Instl Foc Eqty B (MAEBX) | |
| Morgan Stanley Total Return B (TRFBX) | |
| MTB Multi Cap Growth A (ARGAX) | |
| MTB Multi Cap Growth Instl (ARCGX) | |
| Noah (NOAHX) | |
| Northern Growth Equity (NOGEX) | |
| Northern Instl Divers Growth A (BDVAX) | |
| Northern Instl Focused Gr A (BFGAX) | |
| Nuveen Rittenhouse Growth A (NRGAX) | |
| Nuveen Rittenhouse Growth B (NRGBX) | |
| One Group Large Cap Growth A (OLGAX) | |
| One Group Large Cap Growth B (OGLGX) | |
| One Group Large Cap Growth I (SEEGX) | |
| Oppenheimer Enterprise A (OENAX) | |
| Oppenheimer Enterprise B (OENBX) | |
| Oppenheimer Growth A (OPPSX) | |
| Oppenheimer Growth B (OPSBX) | |
| Oppenheimer Growth C (OGRCX) | |
| Oppenheimer Growth Y (OGRYX) | |
| Pacific Cap Growth A (PCGSX) | |
| PBHG Select Growth (PBHEX) | |
| Phoenix-Engemann Capital Growth A (PHGRX) | |
| Phoenix-Engemann Capital Growth B (PGTBX) | |
| Phoenix-Engemann Nifty Fifty A (PANFX) | |
| Phoenix-Engemann Nifty Fifty B (PANBX) | |
| Phoenix-Engemann Nifty Fifty C (PANCX) | |
| Phoenix-Seneca Growth A (SGCRX) | |
| Phoenix-Seneca Strategic A (PSTAX) | |
| Phoenix-Seneca Strategic B (PBTHX) | |
| PIMCO PEA Growth B (PGFBX) | |
| PIMCO PEA Growth C (PGWCX) | |
| Pioneer Growth A (MOMGX) | |
| Pioneer Growth B (PBMGX) | |
| Pioneer Growth C (PCMGX) | |
| Pioneer Papp Stock A (LRPSX) | |
| Pioneer Papp Strategic Growth A (PAAFX) | |
| Principal Growth B (PRGBX) | |
| Prov Inv Counsel Growth I (PIPGX) | |
| Putnam Discovery Growth A (PVIIX) | |
| Putnam Discovery Growth B (PVYBX) | |
| Putnam Discovery Growth M (PVYMX) | |
| Putnam Growth Opporty A (POGAX) | |
| Putnam Growth Opporty B (POGBX) | |
| Putnam Growth Opporty C (POGCX) | |
| Putnam Growth Opporty Y (PGOYX) | |
| Putnam New Opportunities A (PNOPX) | |
| Putnam New Opportunities B (PNOBX) | |
| Putnam New Opportunities M (PNOMX) | |
| Putnam Voyager A (PVOYX) | |
| Putnam Voyager B (PVOBX) | |
| Putnam Voyager C (PVFCX) | |
| Putnam Voyager M (PVOMX) | |
| Putnam Voyager Y (PVYYX) | |
| Scudder Aggressive Growth A (KGGAX) | |
| Scudder Capital Growth A (SDGAX) | |
| Scudder Capital Growth AARP (ACGFX) | |
| Scudder Development S (SCDVX) | |
| Scudder Focus Value+Growth B (KVGBX) | |
| Scudder Growth A (KGRAX) | |
| Scudder Growth B (KGRBX) | |
| Scudder Growth C (KGRCX) | |
| Scudder Large Co Growth S (SCQGX) | |
| Security Social Awareness B (SWABX) | |
| SEI Instl Large Cap Growth A (SELCX) | |
| Sirach Growth Instl (SGRWX) | |
| Smith Barney Divers Large Growth A (CFLGX) | |
| Spectra N (SPECX) | |
| State St Research Legacy A (SRLAX) | |
| State St Research Legacy C (SRLCX) | |
| STI Class Tax-Sens Growth Stock T (STTAX) | |
| STI Classic Capital Apprec L (STCFX) | |
| STI Classic Tax-Sens Growth Stock L (STTFX) | |
| Strategic Partners Conc Growth C (CCGSX) | |
| Strategic Partners Conc Growth M (CBGSX) | |
| Strong Large Cap Growth (STRFX) | |
| SunAmerica Blue Chip Growth A (SVLAX) | |
| SunAmerica Blue Chip Growth B (SVLBX) | |
| TA IDEX Marsico Growth A (IDGSX) | |
| TCW Galileo Large Cap Growth I (TGLGX) | |
| TIAA-CREF Growth Equity (TIGEX) | |
| U.S. Global Inv All Amer Eq (GBTFX) | |
| UBS PACE Large Co Growth Equity P (PCLCX) | |
| USAA Aggressive Growth (USAUX) | |
| USAA First Start Growth (UFSGX) | |
| USAA Growth (USAAX) | |
| Value Line Leveraged Growth Inv (VALLX) | |
| Van Kampen Emerging Growth B (ACEMX) | |
| Van Kampen Emerging Growth C (ACEFX) | |
| Van Kampen Enterprise A (ACENX) | |
| Van Kampen Enterprise B (ACEOX) | |
| Van Kampen Enterprise C (ACEPX) | |
| Van Kampen Equity Growth B (VEGBX) | |
| Van Kampen Focus Equity A (MSQAX) | |
| Van Kampen Focus Equity B (MSABX) | |
| Van Kampen Focus Equity C (MAECX) | |
| Van Kampen Pace A (ACPAX) | |
| Vanguard U.S. Growth (VWUSX) | |
| Victory Growth (SGRSX) | |
| Vintage Aggressive Growth (AVAGX) | |
| Vintage Equity S (VEQSX) | |
| Vintage Equity T (VEQTX) | |
| Wells Fargo Growth A (SFGRX) | |
| Wells Fargo Growth B (SBGWX) | |
| Wells Fargo Growth I (SIGWX) | |
| Wells Fargo Large Co Growth B (NVLOX) | |
| Wells Fargo Large Co Growth I (NVLCX) | |
| William Blair Growth N (WBGSX) | |
| WM Growth A (SRGFX) | |
| WM Growth B (SQGRX) | |
| WPG Large Cap Growth (WPGFX) | |
| Large Value | Large Value |
| Fifth Third Large Cap Core Instl (KNVEX) | American AAdvant Large Cap Value AMR (AAGAX) |
| Fifth Third Large Cap Core Inv (KNVIX) | American Century Capital Value Inv (ACTIX) |
| MainStay Growth Opport B (MOPBX) | American Century Equity Grth Adv (BEQAX) |
| Phoenix-Oakhurst Growth & Inc B (PBGIX) | American Century Equity Grth Inv (BEQGX) |
| Phoenix-Oakhurst Growth & Inc C (PGICX) | American Century Inc & Grow Inv (BIGRX) |
| Quantitative Growth & Inc Ord (USBOX) | American Century Inc & Growth Adv (AMADX) |
| American Century Inc & Growth Instl (AMGIX) | |
| American Century Value Adv (TWADX) | |
| American Century Value Inv (TWVLX) | |
| American Funds Fundamental A (ANCFX) | |
| American Funds Fundamental B (AFIBX) | |
| American Funds Fundamental C (AFICX) | |
| Armada Large Cap Value I (AEIIX) | |
| AXP Diversified Equity Inc A (INDZX) | |
| AXP Diversified Equity Inc B (IDEBX) | |
| California Investment Equity Inc (EQTIX) | |
| Cambiar Opportunity Instl (CAMOX) | |
| Columbia Mid Cap Value A (COLGX) | |
| Columbia Mid Cap Value B (COGBX) | |
| Constllation Clover Core Value (CCEVX) | |
| Delphi Value Retail (KDVRX) | |
| Dreyfus Premier Strat Value A (DAGVX) | |
| Enterprise Equity Inc B (ENIBX) | |
| EquiTrust Value Growth (FABUX) | |
| Fidelity Adv Equity Inc A (FEIAX) | |
| Fidelity Adv Equity Inc B (FEIBX) | |
| Fidelity Adv Equity Inc Instl (EQPIX) | |
| Fidelity Adv Equity Inc T (FEIRX) | |
| Fidelity Equity-Income (FEQIX) | |
| Fidelity Select Cyclical Industries (FCYIX) | |
| Fifth Third Disc Large Value A (FSSIX) | |
| Fifth Third Multicap Val Adv (MXSEX) | |
| First American Mid Cap Value A (FASEX) | |
| First American Mid Cap Value B (FAESX) | |
| First Source Income Eqty (FMIEX) | |
| Franklin Equity Income A (FISEX) | |
| Gabelli Equity-Income (GABEX) | |
| Hancock Classic Value A (PZFVX) | |
| Hancock Classic Value B (JCVBX) | |
| Harbor Large Cap Value (HAVLX) | |
| Harris Insight Equity Instl (HEQIX) | |
| Hartford Value Opportunities A (HVOAX) | |
| Hartford Value Opportunities L (FVAAX) | |
| Hennessy Cornerstone Value (HFCVX) | |
| Homestead Value (HOVLX) | |
| Hotchkis & Wiley Large Cap Value I (HWLIX) | |
| ICAP Select Equity (ICSLX) | |
| JennisonDryden Value A (PBEAX) | |
| JennisonDryden Value Z (PEIZX) | |
| JohnsonFamily Large Cap Value (JFLCX) | |
| Lord Abbett Affiliated Y (LAFYX) | |
| Merrill Basic Value A (MDBAX) | |
| Merrill Basic Value B (MBBAX) | |
| Merrill Basic Value C (MCBAX) | |
| Merrill Basic Value I (MABAX) | |
| Merrill Equity Dividend I (MADVX) | |
| MFS Value A (MEIAX) | |
| Morgan Stanley Instl Value (MPVLX) | |
| Morgan Stanley Instl Value Adv (MPVAX) | |
| Morgan Stanley Instl Value Investment (MPVIX) | |
| Munder Large Cap Value A (MUGAX) | |
| Nations Value Inv A (NVLEX) | |
| Nations Value Inv B (NVLNX) | |
| Nations Value Prim A (NVLUX) | |
| Nuveen NWQ Multi Cap Value R (NQVRX) | |
| PIMCO PEA Value B (PDLBX) | |
| PIMCO PEA Value C (PDLCX) | |
| PIMCO PEA Value D (PVLDX) | |
| Pioneer Mid Cap Value A (PCGRX) | |
| Pioneer Mid Cap Value B (PBCGX) | |
| Pioneer Mid Cap Value C (PCCGX) | |
| Pioneer Value A (PIOTX) | |
| Putnam New Value A (PANVX) | |
| Putnam New Value B (PBNVX) | |
| Salomon Bros Investors A (SINAX) | |
| Scudder Large Cap Value A (KDCAX) | |
| Scudder-Dreman High Ret Equity A (KDHAX) | |
| SEI Instl Large Cap Value A (TRMVX) | |
| Sound Shore (SSHFX) | |
| State St Research Large Value A (SSAVX) | |
| State St Research Mid Cap Value A (SSEAX) | |
| State St Research Mid Cap Value S (SSICX) | |
| STI Classic Growth and Income T (CRVAX) | |
| STI Classic Value Income A (SVIIX) | |
| STI Classic Value Income L (SVIFX) | |
| STI Classic Value Income T (STVTX) | |
| Stratton Growth (STRGX) | |
| T. Rowe Price Value (TRVLX) | |
| Target Large Cap Value (TALVX) | |
| Tocqueville (TOCQX) | |
| Van Kampen Comstock A (ACSTX) | |
| Van Kampen Comstock B (ACSWX) | |
| Van Kampen Comstock C (ACSYX) | |
| Vanguard Windsor (VWNDX) | |
| Vanguard Windsor Fund Adm (VWNEX) | |
| Vanguard Windsor II (VWNFX) | |
| Vanguard Windsor II Adm (VWNAX) | |
| Vantagepoint Equity Income (VPEIX) | |
| Victory Established Value G (GETGX) | |
| Wells Fargo C&B Large Cap Value D (CBEQX) | |
| Wells Fargo C&B Tax Managed Value D (CBTAX) | |
| Wilshire Target Large Value Inv (DTLVX) | |
| WM Equity Income A (CMPBX) | |
| Balanced Blend | Balanced Blend |
| AIM Balanced B (ABLBX) | American Funds American Balanced A (ABALX) |
| AIM Total Return Inv (FSFLX) | American Funds American Balanced B (BALBX) |
| Alliance Bernstein Tax Managed Bal with St A (AGIAX) | American Funds American Balanced C (BALCX) |
| Atlas Balanced A (ATBAX) | Boston Balanced (BMGFX) |
| Calvert Social Inv Bal A (CSIFX) | Fidelity Balanced (FBALX) |
| Capital Val Inv (CAPVX) | Oakmark Equity & Income I (OAKBX) |
| Columbia Balanced (CBALX) | Oakmark Equity & Income II (OARBX) |
| Columbia Liberty A (COLFX) | Smith Barney Capital & Income SmB A (SOPAX) |
| Columbia Liberty B (CCFBX) | Smith Barney Capital & Income SmB B (SOPTX) |
| Delaware Balanced A (DELFX) | State St Research Asset Alloc A (SSAMX) |
| Diversified Balanced Inv (DVIBX) | T. Rowe Price Balanced (RPBAX) |
| Diversified Interm Hor Inv (DVMSX) | T. Rowe Price Pers Str Bal (TRPBX) |
| Dreyfus Balanced (DRBAX) | USAA Cornerstone Strategy (USCRX) |
| Dreyfus LifeTime Growth & Inc R (DGIRX) | Vanguard STAR (VGSTX) |
| Dreyfus Premier Balanced A (PRBAX) | |
| Dreyfus Premier Balanced R (PDBLX) | |
| Evergreen Balanced A (EKBAX) | |
| Evergreen Balanced B (EKBBX) | |
| Evergreen Foundation A (EFOAX) | |
| Evergreen Foundation B (EFOBX) | |
| Evergreen Foundation I (EFONX) | |
| Evergreen Tax Strat B (ETSBX) | |
| Fidelity Adv Balanced B (FAISX) | |
| Fidelity Adv Balanced C (FABCX) | |
| Fidelity Adv Balanced Instl (FAIOX) | |
| Fidelity Adv Balanced T (FAIGX) | |
| Fidelity Asset Manager: Growth (FASGX) | |
| Fifth Third Balanced Inv A (FSBFX) | |
| Hancock Balanced B (SVBBX) | |
| Hartford Advisers A (ITTAX) | |
| Hartford Advisers B (IHABX) | |
| Hartford Advisers C (HAFCX) | |
| Hartford Advisers HLS IA (HADAX) | |
| HighMark Balanced Fid (HMBAX) | |
| HighMark Balanced Ret A (HMBRX) | |
| Holland Balanced (HOLBX) | |
| ING Equity & Bond C (NABCX) | |
| Legg Mason Balanced Prim (LMBTX) | |
| Leonetti Balanced (LEONX) | |
| MainStay Total Return A (MTRAX) | |
| MainStay Total Return B (MKTRX) | |
| MassMutual Instl Balanced S (MBLDX) | |
| McMorgan Balanced (MCMBX) | |
| Monetta Balanced (MBALX) | |
| One Group Balanced A (OGASX) | |
| One Group Balanced B (OGABX) | |
| One Group Balanced I (HLBAX) | |
| Oppenheimer Discip Alloc A (CNMTX) | |
| Principal Balanced B (PBABX) | |
| Rainier Balanced (RIMBX) | |
| Scudder Retirement V (KRFEX) | |
| Scudder Target 2013 (KRFDX) | |
| Strong Balanced (STAAX) | |
| SunAmerica Balanced Asset C (SBDTX) | |
| SunAmerica Balanced Assets A (SBAAX) | |
| SunAmerica Balanced Assets B (SBABX) | |
| Thrivent Balanced A (AABFX) | |
| Wells Fargo Outlook 2010 A (STNRX) | |
| Balanced Growth | Balanced Growth |
| ABN AMRO Balanced N (CHTAX) | No funds in this category have been |
| ABN AMRO/Montag Bal I (MOBIX) | on the Honor Roll continuously for |
| ABN AMRO/Montag Bal N (MOBAX) | the past six months |
| Alger Balanced A (ALBAX) | |
| Alger Balanced C (ALBCX) | |
| Dreyfus Founders Balanced F (FRINX) | |
| Jamestown Balanced (JAMBX) | |
| Phoenix-Engemann Bal Ret A (PABRX) | |
| Phoenix-Engemann Bal Ret C (PCBRX) | |
| Pioneer Balanced A (MOMIX) | |
| Scudder Balanced AARP (ABLNX) | |
| Scudder Balanced S (SCBAX) | |
| Scudder Total Return A (KTRAX) | |
| Scudder Total Return B (KTRBX) | |
| Sirach Strat Bal Inst (SSBAX) | |
| STI Classic Balanced L (SCBFX) | |
| TA IDEX Transamerica Balanced A (IBALX) | |
| TA IDEX Transamerica Balanced B (IBABX) | |
| USAA Growth & Tax Strategy (USBLX) | |
| Balanced Value | Balanced Value |
| Strategic Partners Balanced C (ACBCX) | AFBA Five Star Balanced I (AFBAX) |
| Strategic Partners Balanced M (ACBBX) | American AAdvant Bal Plan Ahd (AABPX) |
| American Funds Income Fund A (AMECX) | |
| American Funds Income Fund B (IFABX) | |
| American Funds Income Fund C (IFACX) | |
| Fidelity Puritan (FPURX) | |
| Franklin Income A (FKINX) | |
| Franklin Income Adv (FRIAX) | |
| Franklin Income B (FBICX) | |
| Franklin Income B1 (FICBX) | |
| Franklin Income C (FCISX) | |
| Golden Rainbow A (GLRBX) | |
| Greenspring (GRSPX) | |
| Lord Abbett Balanced A (LABFX) | |
| MainStay Balanced I (MBAIX) | |
| Mairs & Power Balanced (MAPOX) | |
| T. Rowe Price Capital Apprec (PRWCX) | |
| Value Line Income & Growth (VALIX) | |
| Van Kampen Equity and Income A (ACEIX) | |
| Vanguard Wellington (VWELX) | |
| Vanguard Wellington Adm (VWENX) | |
| Small Blend | Small Blend |
| Diversified Special Eqty Inv (DVPEX) | Harris Insight Small-Cap Oppty (HSCIX) |
| Federated Mini Cap Index C (MNCCX) | Munder Small-Cap Value A (MNVAX) |
| Federated Mini-Cap Index Instl (FMCPX) | Munder Small-Cap Value C (MCVCX) |
| Frontier Equity (FEFPX) | Munder Small-Cap Value K (MCVKX) |
| Gabelli Westwood Small Cap AAA (WESCX) | Oppenheimer Sm Cap Value A (QVSCX) |
| Merrill Sm Cap Index A (MDSKX) | Oppenheimer Sm Cap Value B (QSCBX) |
| Northern Instl Small Co Index A (BSCAX) | Oppenheimer Sm Cap Value C (QSCCX) |
| Schwab Small Cap Index Inv (SWSMX) | Scudder-Dreman Small Cap Value A (KDSAX) |
| Schwab Small Cap Index Sel (SWSSX) | Stratton Small-Cap Value (STSCX) |
| Smith Barney Small Cap Core A (SBDSX) | Third Avenue Small-Cap Value (TASCX) |
| Vanguard Small Cap Index Instl (VSCIX) | |
| Small Growth | Small Growth |
| AIM Small Cap Growth A (GTSAX) | Munder Micro-Cap Equity A (MMEAX) |
| AIM Small Cap Growth B (GTSBX) | Munder Micro-Cap Equity K (MMEKX) |
| AIM Small Cap Growth C (GTSDX) | Royce Select Inv (RYSFX) |
| AIM Small Co Growth Inv (FIEGX) | UMB Scout Small Cap (UMBHX) |
| Alliance Bernstein Small Cap Growth A (QUASX) | |
| Alliance Bernstein Small Cap Growth B (QUABX) | |
| Alliance Bernstein Small Cap Growth C (QUACX) | |
| Alliance Bernstein Small Cap Growth Instl I (AIQIX) | |
| American Century New Opp Inv (TWNOX) | |
| Armada Small Cap Growth B (ASGRX) | |
| BB&T Small Company Growth Trust (BBCGX) | |
| Brazos Small Cap Y (BJSCX) | |
| Columbia Small Co Equity T (GASEX) | |
| Consulting Group Sm Cap Growth (TSGUX) | |
| Dreyfus Founders Discovery A (FDIDX) | |
| Dreyfus Founders Discovery F (FDISX) | |
| Enterprise Small Co Growth Y (ENGEX) | |
| Fifth Third Small Cap Growth Instl (KNEEX) | |
| First Invest Special Sit A (FISSX) | |
| Fremont U.S. Small Cap (FUSSX) | |
| Hancock Small Cap Equity A (SPVAX) | |
| Hancock Small Cap Equity B (SPVBX) | |
| Hancock Small Cap Equity C (SPVCX) | |
| Hancock Small Cap Growth A (TAEMX) | |
| Hancock Small Cap Growth B (TSEGX) | |
| Hartford Small Company A (IHSAX) | |
| Hartford Small Company B (HSCBX) | |
| Hartford Small Company C (HSMCX) | |
| ING Small Cap Oppty A (NSPAX) | |
| ING Small Cap Oppty B (NSPBX) | |
| ING Small Cap Oppty C (NSPCX) | |
| Ivy Small Cap Growth C (WRGCX) | |
| Ivy Small Cap Growth Y (WSCYX) | |
| JP Morgan Dynamic Small Cap A (VSCOX) | |
| JP Morgan Dynamic Small Cap B (VSCBX) | |
| JP Morgan US Small Co Oppty Sel (JPSOX) | |
| Jundt U.S. Emerging Growth A (JEGHX) | |
| Jundt U.S. Emerging Growth B (JEGBX) | |
| Kopp Emerging Growth A (KOPPX) | |
| Loomis Sayles Sm Cap Growth Ret (LCGRX) | |
| Loomis Sayles Small Cap Gr Inst (LSSIX) | |
| Lord Abbett Alpha A (ALFAX) | |
| Lord Abbett Developing Growth A (LAGWX) | |
| Lord Abbett Developing Growth B (LADBX) | |
| Lord Abbett Developing Growth C (LADCX) | |
| Lord Abbett Developing Growth P (LADPX) | |
| Lord Abbett Developing Growth Y (LADYX) | |
| MainStay Small Cap Growth A (MSMAX) | |
| MainStay Small Cap Growth B (MSOBX) | |
| Marshall Small-Cap Growth Inv (MRSCX) | |
| MassMutual Instl Sm Cap Growth S (MSGSX) | |
| MassMutual Instl Small Cap Grth L (MSGLX) | |
| MFS New Discovery A (MNDAX) | |
| MFS New Discovery B (MNDBX) | |
| MFS New Discovery C (MNDCX) | |
| MFS New Discovery I (MNDIX) | |
| Morgan Stanley Special Growth A (SMPAX) | |
| Morgan Stanley Special Growth B (SMPBX) | |
| Morgan Stanley Special Growth D (SMPDX) | |
| Munder Small Company Growth K (MULKX) | |
| Munder Small Company Growth Y (MULYX) | |
| Nations Small Co Inv A (NSCGX) | |
| Nations Small Company Inv C (NCPCX) | |
| Neuberger Berman Millennium Inv (NBMIX) | |
| Neuberger Berman Millennium Tr (NBMOX) | |
| Nevis Fund (NEVIX) | |
| One Group Small Cap Growth A (PGSGX) | |
| One Group Small Cap Growth B (OGFBX) | |
| One Group Small Cap Growth C (OSGCX) | |
| Oppenheimer Discovery A (OPOCX) | |
| Oppenheimer Discovery B (ODIBX) | |
| PBHG Emerging Growth (PBEGX) | |
| Perkins Opportunity (POFDX) | |
| Phoenix-Engemann Small Cap Growth A (PAMAX) | |
| Phoenix-Engemann Small Cap Growth B (PSMGX) | |
| Prov Inv Counsel Small Cap Gr I (PISCX) | |
| RS Emerging Growth (RSEGX) | |
| Scudder 21st Century Growth A (SCNAX) | |
| Scudder 21st Century Growth S (SCTGX) | |
| Scudder Small Cap Growth A (SSDAX) | |
| Scudder Small Cap Growth Inv (BTSCX) | |
| SEI Instl Small Cap Growth A (SSCGX) | |
| Seligman Frontier A (SLFRX) | |
| Seligman Frontier B (SLFBX) | |
| Seligman Frontier D (SLFDX) | |
| Sirach Spec Equity Instl (SSEPX) | |
| Strategic Partners Small Cap Growth Oppty M (PBSBX) | |
| Strong U.S. Emerging Growth (SEMRX) | |
| SunAmerica Growth Oppty A (SGWAX) | |
| SunAmerica Growth Oppty B (SGWBX) | |
| T. Rowe Price Div Sm Cap (PRDSX) | |
| Target Small Cap Growth (TASGX) | |
| Van Wagoner Emerging Growth (VWEGX) | |
| Van Wagoner Small Cap Growth (VWMCX) | |
| Wells Fargo Small Co Gr I (NVSCX) | |
| Small Value | Small Value |
| CDC Nvest Vaughan Nelson Small Cap Val A (NEFJX) | American AAdv Small CapValue Ins (AVFIX) |
| CDC Nvest Vaughan Nelson Small Cap Val B (NEJBX) | American AAdvant Small CapVal Plan Ahd (AVPAX) |
| Strong Multi-Cap Value (SMTVX) | Berwyn (BERWX) |
| Columbia Small Cap Value A (CSMIX) | |
| Columbia Small Cap Value B (CSSBX) | |
| Consulting Group Small Cap Val (TSVUX) | |
| Dimensional Tax-Mgd U.S. Small Cap Value (DTMVX) | |
| Heartland Value Plus (HRVIX) | |
| Keeley Small Cap Value (KSCVX) | |
| Mainstay Small Cap Oppty I (MOPIX) | |
| One Group Small Cap Value A (PSOAX) | |
| One Group Small Cap Value I (PSOPX) | |
| Pacific Cap Small Cap Y (PSCYX) | |
| Putnam Small Cap Value B (PSLBX) | |
| Schwab Instl Select Small Val (ISSVX) | |
| SEI Instl Small Cap Value A (SESVX) | |
| Tamarack Micro Cap Value A (TMVAX) |