| 3-ALARM fund | Fund performance vs. benchmark: | Benchmark | Fund assets
($ millions)
|
|---|
| 12 mos. | 3 yrs. | 5 yrs.
|
|
American Heritage (AHERX) |
-39.94 |
-22.94 |
-17.27 |
Schwab Intl Idx |
1 |
|
American Trust Allegiance (ATAFX) |
-5.17 |
-3.4 |
-0.16 |
Vang 500 Idx |
21 |
|
AMIDEX35 Israel (AMDEX) |
-13.22 |
-6.23 |
-3.7 |
Schwab Intl Idx |
11 |
|
Atlantic Whitehall Growth (WHGFX) |
-11.87 |
-7.77 |
-5.35 |
Vang 500 Idx |
29 |
|
Austin Global Equity (AGEQX) |
-6.04 |
-0.24 |
-0.42 |
Schwab Intl Idx |
45 |
|
Baird LargeCap Inst (BHGIX) |
-11.72 |
-6.71 |
-4.87 |
Vang 500 Idx |
24 |
|
Black Oak Emerging Tech (BOGSX) |
-2.2 |
-5.13 |
-9.34 |
Specialty-Tech |
40 |
|
Boyle Marathon (BFUNX) |
-13.45 |
-5.64 |
-5.48 |
Vang 500 Idx |
2 |
|
California Investment Euro Growth & Inc (EUGIX) |
-3.76 |
-2.53 |
-3.07 |
Schwab Intl Idx |
6 |
|
California Investment Nasdaq100 (NASDX) |
-6.83 |
-4.62 |
-2.47 |
Vang 500 Idx |
13 |
|
Citizens Small Cap Core Growth (CSCSX) |
-4.14 |
-7.21 |
-5.27 |
Vang SmCap Idx |
38 |
|
Commonwealth Japan (CNJFX) |
-20.79 |
-17.37 |
-12.33 |
Schwab Intl Idx |
8 |
|
CornerCap Small Cap Value (CSCVX) |
-7.45 |
-5.77 |
-2.77 |
Vang SmCap Idx |
19 |
|
Credit Suisse Instl Intl Focus (WPIEX) |
-3.6 |
-2.3 |
-0.72 |
Schwab Intl Idx |
30 |
|
Delaware Pooled Real Estate (DPRIX) |
-1.99 |
-2.59 |
-2.31 |
Specialty-RealEst |
23 |
|
DWS Target 2008 (KRFGX) |
-7.29 |
-6.01 |
-3.69 |
Vang Bal Idx |
21 |
|
DWS Target 2013 (KRFDX) |
-5.54 |
-3.46 |
-3.72 |
Vang Bal Idx |
43 |
|
DWS Target 2014 (KRFEX) |
-5.34 |
-3.65 |
-3.59 |
Vang Bal Idx |
45 |
|
Electric City Value (ECVFX) |
-3.65 |
-5.27 |
-4.92 |
Dreyf MidCap Idx |
4 |
|
FBR Large Cap Financial (FBRFX) |
-4.35 |
-4.49 |
-0.99 |
Specialty-Financial |
26 |
|
First Source Special Equity (FMSPX) |
-2.74 |
-12.32 |
-7.17 |
Vang SmCap Idx |
27 |
|
Flex-funds Total Return Util (FLRUX) |
-8.34 |
-3.89 |
-5.99 |
Specialty-Utils |
24 |
|
Forester Value (FVALX) |
-11.22 |
-1.95 |
-0.32 |
Vang 500 Idx |
4 |
|
Forward Uniplan Real Estate (FFREX) |
-1 |
-1.8 |
-3.2 |
Specialty-RealEst |
48 |
|
Franklin U.S. Long-Short (FUSLX) |
-11.34 |
-7.26 |
-8.34 |
Vang Bal Idx |
34 |
|
GAMCO Mathers (MATRX) |
-10.52 |
-8.09 |
-8.87 |
Vang Bal Idx |
31 |
|
Green Century Equity (GCEQX) |
-3.67 |
-3.34 |
-1.64 |
Vang 500 Idx |
37 |
|
Holland Balanced (HOLBX) |
-0.46 |
-2.97 |
-3.18 |
Vang Bal Idx |
47 |
|
Integrity Value (IVUAX) |
-10.61 |
-3.29 |
-1.9 |
Vang 500 Idx |
2 |
|
IPO Plus Aftermarket (IPOSX) |
-14.63 |
-8.86 |
-4.91 |
Vang SmCap Idx |
16 |
|
Lazard Small Cap (LZCOX) |
-1.75 |
-2.85 |
-2.15 |
Vang SmCap Idx |
35 |
|
Lighthouse Opportunity (LGFTX) |
-1.3 |
-3.44 |
-2.52 |
Vang SmCap Idx |
11 |
|
Live Oak Health Sciences (LOGSX) |
-12.5 |
-3.46 |
-2.56 |
Specialty-Health |
25 |
|
LKCM Equity (LKEQX) |
-3.48 |
-1.85 |
-0.47 |
Vang 500 Idx |
49 |
|
McIntyre Global Equity (DGLEX) |
-8.14 |
-4.4 |
-4.06 |
Vang 500 Idx |
8 |
|
MFS New Endeavor I (MECIX) |
-3.83 |
-5.72 |
-2.42 |
Dreyf MidCap Idx |
2 |
|
MH Elite Small Cap Fund of Funds (MHELX) |
-2.48 |
-3.3 |
-2.54 |
Vang SmCap Idx |
6 |
|
Monetta Balanced (MBALX) |
-3.98 |
-3.75 |
-3.16 |
Vang Bal Idx |
3 |
|
Monetta Mid-Cap Equity (MMCEX) |
-6.98 |
-8.84 |
-7.03 |
Dreyf MidCap Idx |
6 |
|
Monetta Select Tech (MSCEX) |
-15.96 |
-9.53 |
-7.53 |
Specialty-Tech |
1 |
|
Monteagle Quality Growth (MFGIX) |
-10.54 |
-7.09 |
-4.99 |
Vang 500 Idx |
20 |
|
Mosaic Balanced (BHBFX) |
-1.41 |
-2.56 |
-2.13 |
Vang Bal Idx |
16 |
|
Munder Technology II (MTFTX) |
-6.25 |
-5.13 |
-5.58 |
Specialty-Tech |
25 |
|
n/i Numeric Investors Growth (NISGX) |
-2.72 |
-2.59 |
-1.25 |
Vang SmCap Idx |
31 |
|
Navellier Aggress Micro Cap (NPMCX) |
-5.93 |
-9.34 |
-6.26 |
Vang SmCap Idx |
21 |
|
Oberweis Mid-Cap (OBMDX) |
-6.03 |
-9.28 |
-8.14 |
Vang SmCap Idx |
10 |
|
Payden Small Cap Leaders (PSCLX) |
-14.08 |
-10.18 |
-10.17 |
Vang SmCap Idx |
5 |
|
Profit (PVALX) |
-4.66 |
-2.07 |
-0.08 |
Vang 500 Idx |
11 |
|
Reynolds (REYFX) |
-2.84 |
-19.55 |
-7.59 |
Dreyf MidCap Idx |
14 |
|
Reynolds Opportunity (ROPPX) |
-10.81 |
-18.01 |
-12.09 |
Dreyf MidCap Idx |
11 |
|
Rockland Small Cap Growth (RKGRX) |
-9.48 |
-17.38 |
-12.07 |
Vang SmCap Idx |
42 |
|
Shepherd Large Cap Growth (DOIGX) |
-2.02 |
-8.46 |
-11.95 |
Dreyf MidCap Idx |
8 |
|
Sierra Club Stock (SCFSX) |
-6.26 |
-2.01 |
-0.59 |
Vang 500 Idx |
30 |
|
Sit Balanced (SIBAX) |
-2.76 |
-0.05 |
-2.25 |
Vang Bal Idx |
12 |
|
Sit International Growth (SNGRX) |
-4.07 |
-3.93 |
-7.09 |
Schwab Intl Idx |
36 |
|
Sit Science & Tech Growth (SISTX) |
-4.43 |
-0.41 |
-4.22 |
Specialty-Tech |
13 |
|
SSgA Life Solutions Inc & Growth (SSLIX) |
-2.45 |
-2.27 |
-0.35 |
Vang Bal Idx |
29 |
|
Summit Nasdaq 100 Index (SANIX) |
-6.64 |
-4.65 |
-2.75 |
Vang 500 Idx |
17 |
|
T. Rowe Price Dev Tech (PRDTX) |
-0.32 |
-0.01 |
-0.39 |
Specialty-Tech |
48 |
|
T. Rowe Price Tax-Effic Bal (PRTEX) |
-4.89 |
-4.36 |
-2.54 |
Vang Bal Idx |
40 |
|
T. Rowe Price Tax-Effic Mult Grth (PREFX) |
-3.1 |
-4.59 |
-3.62 |
Dreyf MidCap Idx |
35 |
|
U.S. Global Inv All Amer Eq (GBTFX) |
-4.2 |
-1.18 |
-1.87 |
Vang 500 Idx |
22 |
|
UMB Scout Growth (UMBOX) |
-8.18 |
-7.73 |
-4.15 |
Vang 500 Idx |
29 |
|
Valley Forge (VAFGX) |
-4.79 |
-8.62 |
-7.33 |
Vang SmCap Idx |
9 |
|
Van Wagoner Emerging Growth (VWEGX) |
-7.12 |
-26.12 |
-25.9 |
Vang SmCap Idx |
37 |
|
Van Wagoner Small Cap Growth (VWMCX) |
-11.24 |
-22.87 |
-17.06 |
Vang SmCap Idx |
13 |
|
Volumetric (VOLMX) |
-4.44 |
-4.44 |
-3.94 |
Dreyf MidCap Idx |
24 |
|
Womens Equity (FEMMX) |
-6.65 |
-3.99 |
-0.76 |
Vang 500 Idx |
34 |
|
Wright Select Blue Chip Equity (WSBEX) |
-6.1 |
-2.5 |
-3.26 |
Dreyf MidCap Idx |
39 |
