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Funds are listed alphabetically. A blank cell in the 1/1/2001 column indicates that the fund is currently neither 3-ALARM nor NO ALARM, i.e., the fund has underperformed its benchmark for one or two of the FundAlarm measurement periods (12 months, 3 years, 5 years). For more detailed information on any fund, call up its data table.
3-ALARM Fund as of 1/1/2000Alarm status
as of 1/1/2001
AAL Mid Cap Stock A (AASCX)  
ABN AMRO Small Cap Growth Comm (RSMCX) 3-ALARM
Accessor Value Adv (AVAIX)  
Activa Value A (AMWYX)  
Addison Capital Shares (ADCSX) 3-ALARM
Advantus Cornerstone A (ADCFX) 3-ALARM
Aetna Growth & Income A (AAGIX) 3-ALARM
Aetna Growth & Income I (AEGIX) 3-ALARM
AIM Adv Flex C (IAFCX) 3-ALARM
AIM Global Resources A (GTNAX) 3-ALARM
AIM Global Resources B (GTNBX) 3-ALARM
AIM Global Tel and Tech A (GTTCX) 3-ALARM
AIM Global Tel and Tech B (GTTBX) 3-ALARM
AIM Latin America Growth A (GTLAX) 3-ALARM
Alleghany/Chicago Trust Talon (CHTTX)  
Alliance Balanced Shares A (CABNX) NO ALARM
Alliance Growth & Income A (CABDX)  
Alliance Growth & Income B (CBBDX)  
Alliance Growth & Income C (CBBCX)  
Alliance Growth Investors A (AGIAX)  
Alliance International A (ALIFX)  
Alliance International B (ALIBX)  
Alliance International C (ALICX)  
Alliance Technology B (ATEBX)  
Alliance Technology C (ATECX)  
Amana Income (AMANX)  
American AAdvant Bal Plan A (AABPX)  
American AAdvant Large CapValue (AAGAX)  
American Balanced (ABALX)  
American Capital Exchange (ACEHX) NO ALARM
American Cent Balanced Inv (TWBIX) 3-ALARM
American Cent Equity Grth Inv (BEQGX) 3-ALARM
American Cent Equity Inc Inv (TWEIX) 3-ALARM
American Cent Global Gold Inv (BGEIX) 3-ALARM
American Cent Inc & Grow Inv (BIGRX) 3-ALARM
American Cent Value Inv (TWVLX)  
American Gas Index (GASFX) NO ALARM
American Heritage (AHERX) 3-ALARM
American Mutual (AMRMX)  
AmSouth Equity Classic (AOEQX)  
Aquinas Equity Income (AQEIX) 3-ALARM
Ariel (ARGFX)  
Ariel Appreciation (CAAPX)  
Armada Equity Income I (AEIIX)  
Armada Small Cap Value A (AMRRX)  
Atlas Balanced A (ATBAX) 3-ALARM
AXP Discovery A (INDYX) 3-ALARM
AXP Diversified Equity-Inc A (INDZX) 3-ALARM
AXP Equity Value B (INEGX) 3-ALARM
AXP Managed Allocation A (IMRFX) 3-ALARM
AXP Mutual A (INMUX) 3-ALARM
AXP Progressive A (INPRX)  
AXP Stock A (INSTX)  
Babson Enterprise (BABEX)  
Babson Enterprise II (BAETX) NO ALARM
Babson Growth (BABSX)  
Babson Value (BVALX)  
Babson-Stewart Ivory Intl (BAINX)  
Barclays Global Inv LP 2010 (STLBX)  
Barclays Global Inv LP 2030 (STLDX)  
Barclays Global Inv LP 2040 (STLEX) 3-ALARM
Barclays Global Inv S&P 500 (WFSPX) 3-ALARM
Baron Asset (BARAX) 3-ALARM
BB&T Growth & Inc Stock Tr (BBISX)  
Bernstein Tax-Managed Intl Value (SNIVX)  
Berwyn (BERWX) 3-ALARM
Berwyn Income (BERIX)  
BlackRock Index Equity Inv A (CIEAX) 3-ALARM
BlackRock Index Equity Svc (PNESX) 3-ALARM
BlackRock Intl Equity Instl (PNINX) 3-ALARM
BlackRock Large Cap Value Inst (PNVEX)  
BlackRock Large Cap Value Inv A (PNVIX)  
BlackRock Select Equity Inst (PNEIX) 3-ALARM
BlackRock Select Equity Inv A (CEIAX) 3-ALARM
BlackRock Small Cap Value Inst (PNSEX) 3-ALARM
BlackRock Small Cap Value Inv A (PSEIX) 3-ALARM
BlackRock Small Cap Value Inv B (CCVBX) 3-ALARM
BNY Hamilton Equity-Inc Inv (BNEIX)  
Brinson Global (ex-US) Equity I (BNUEX)  
Brinson Global I (BPGLX)  
Brinson U.S. Equity I (BPEQX)  
BT Investment Equity 500 Index (BTIEX) 3-ALARM
BT Investment Lifecycle Long (BTILX) NO ALARM
BT Investment Lifecycle Mid (BTLRX)  
Caldwell & Orkin Market Oppty (COAGX) NO ALARM
California Investment S&P 500 Index (SPFIX)  
Calvert Capital Accum A (CCAFX)  
Calvert Social Inv Bal A (CSIFX)  
Calvert World Value Intl Eq A (CWVGX)  
Capital Exchange (CAPEX) NO ALARM
Capital Income Builder (CAIBX)  
Cappiello-Rushmore Emerg Growth (CREGX) 3-ALARM
Cappiello-Rushmore Growth (CRGRX)  
Cappiello-Rushmore Util Inc (CRUTX) 3-ALARM
Capstone New Zealand (CNZLX) 3-ALARM
Century Shares (CENSX)  
CGM Capital Development (LOMCX)  
CGM Mutual (LOMMX) 3-ALARM
Chase Equity-Income Prem (RIEIX)  
Chase Vista Balanced A (VBALX) 3-ALARM
Chase Vista Capital Growth A (VCAGX) 3-ALARM
Chase Vista Capital Growth B (VCGBX) 3-ALARM
Chase Vista Equity Income A (VEQIX)  
Chase Vista Growth & Inc A (VGRIX)  
Chase Vista Growth & Inc B (VINBX)  
Cincinnati (CINFX)  
CitiFunds Large Cap Growth A (CFLGX) 3-ALARM
Clipper (CFIMX) NO ALARM
Clover Equity Value (CCEVX) 3-ALARM
Comstock Partners Cap Value B (DCVBX)  
Comstock Partners Strategy O (CPSFX)  
Concert Investment Growth & Inc 1 (CGINX) 3-ALARM
Concert Investment Growth & Inc B (GRIBX) 3-ALARM
Consulting Group Large Cap Val (TLVUX)  
Consulting Group Small Cap Val (TSVUX)  
Copley (COPLX)  
Cutler Equity Income (CEIFX) 3-ALARM
Cutler Value (CALEX)  
Davis Growth Opportunity A (RPEAX)  
Davis NY Venture A (NYVTX)  
Davis NY Venture B (NYVBX)  
Davis NY Venture C (NYVCX)  
Delafield (DEFIX)  
Delaware Balanced A (DELFX) 3-ALARM
Delaware Decatur Equity Inc A (DELDX)  
Delaware Decatur Equity Inc B (DEIBX)  
Delaware Decatur Equity Inc Inst (DEDIX)  
Delaware Devon A (DDGAX) 3-ALARM
Delaware Devon B (DEVOX) 3-ALARM
Delaware Growth & Income A (DEDTX)  
Delaware Growth & Income B (DEOBX)  
Delaware Intl Equity A (DEGIX)  
Delaware Intl Equity Instl (DEQIX)  
Delaware Pooled Intl Equity (DPIEX)  
Delaware Pooled Large-Cap Value Eq (DPDEX)  
Delaware Small Cap Value A (DEVLX) 3-ALARM
Delaware Small Cap Value B (DEVBX) 3-ALARM
DFA Intl High Book to Market (DFHBX)  
DFA Intl Value (DFIVX)  
DFA U.S. 6-10 Value (DFSVX)  
DFA U.S. Large Cap Value (DFLVX)  
DFA U.S. Large Company (DFLCX) 3-ALARM
Diversified Inv Equity Inc (DVEIX)  
DLJ Winthrop Growth & Inc A (WFGIX)  
Dodge & Cox Balanced (DODBX) NO ALARM
Dodge & Cox Stock (DODGX)  
Dreyfus Appreciation (DGAGX) NO ALARM
Dreyfus Balanced (DRBAX)  
Dreyfus Basic S&P 500 Stock (DSPIX) 3-ALARM
Dreyfus Disc Stock (DDSTX) 3-ALARM
Dreyfus Global Growth (DSWIX) 3-ALARM
Dreyfus Growth & Income (DGRIX)  
Dreyfus Large Company Value (DLCVX)  
Dreyfus Premier Core Value A (DCVIX)  
Dreyfus Premier Large Co Stock A (DRDEX) 3-ALARM
Dreyfus Premier Large Co Stock R (DEIRX) 3-ALARM
Dreyfus Premier Value A (DRSIX)  
Dreyfus Premier Worldwide Growth A (PGROX) NO ALARM
Dreyfus Premier Worldwide Growth B (PGWBX) NO ALARM
Dreyfus S&P 500 Index (PEOPX) 3-ALARM
Eaton Vance Balanced A (EVIFX) 3-ALARM
Eaton Vance Growth & Inc A (EHSTX)  
Eaton Vance Growth A (EVGFX) 3-ALARM
Eclipse Balanced (EBALX)  
Elfun Diversified (ELDFX) NO ALARM
Elfun Trusts (ELFNX) NO ALARM
Elite Growth & Income (ELGIX)  
Enterprise Managed A (ENMPX)  
Evergreen Balanced B (EKBBX)  
Evergreen Foundation Y (EFONX) 3-ALARM
Evergreen Growth & Income Y (EVVTX)  
Evergreen Income & Growth Y (EVTRX)  
Evergreen Latin America A (EKLAX)  
Evergreen Latin America B (EKLBX)  
Evergreen Small Cap Value Y (ESCEX) 3-ALARM
Evergreen Value A (EGVAX)  
Evergreen Value B (EGVBX)  
Evergreen Y (EVGRX) 3-ALARM
Excelsior Latin America (UMEAX)  
Fairmont (FAIMX) 3-ALARM
FAM Value (FAMVX) 3-ALARM
Fasciano (FASCX) 3-ALARM
FBP Contrarian Equity (FBPEX)  
Federated American Leaders A (FALDX)  
Federated American Leaders B (FALBX)  
Federated American Leaders C (FALCX)  
Federated American Leaders F (FALFX)  
Federated Equity-Income A (LEIFX) 3-ALARM
Federated Equity-Income B (LEIBX) 3-ALARM
Federated Equity-Income C (LEICX) 3-ALARM
Federated Equity-Income F (LFEIX) 3-ALARM
Federated Max-Cap Instl (FISPX) 3-ALARM
Federated Max-Cap Instl Svc (FMXSX) 3-ALARM
Federated Mid-Cap (FMDCX)  
Federated Mini-Cap Instl (FMCPX) 3-ALARM
Federated Stock & Bond A (FSTBX)  
Federated Stock (FSTKX)  
Federated Utility A (LBUTX) 3-ALARM
Federated Utility B (LBUBX) 3-ALARM
Federated Utility C (LBUCX) 3-ALARM
Fidelity Adv Balanced T (FAIGX) 3-ALARM
Fidelity Adv Equity Inc B (FEIBX)  
Fidelity Adv Equity Inc Instl (EQPIX)  
Fidelity Adv Equity Inc T (FEIRX)  
Fidelity Adv Growth Oppty T (FAGOX) 3-ALARM
Fidelity Asset Manager (FASMX) NO ALARM
Fidelity Asset Manager: Growth (FASGX)  
Fidelity Asset Manager: Inc (FASIX)  
Fidelity Canada (FICDX) NO ALARM
Fidelity Destiny I (FDESX) 3-ALARM
Fidelity Equity-Income (FEQIX)  
Fidelity Equity-Income II (FEQTX)  
Fidelity Exchange (FDLEX)  
Fidelity Global Balanced (FGBLX) NO ALARM
Fidelity Growth & Income (FGRIX)  
Fidelity Latin America (FLATX)  
Fidelity Low-Priced Stock (FLPSX) NO ALARM
Fidelity Puritan (FPURX)  
Fidelity Select Automotive (FSAVX) 3-ALARM
Fidelity Select Chemicals (FSCHX)  
Fidelity Select Construct & Housing (FSHOX)  
Fidelity Select Consumer Indus (FSCPX) 3-ALARM
Fidelity Select Defense & Aero (FSDAX)  
Fidelity Select Environmental (FSLEX)  
Fidelity Select Food & Agricult (FDFAX)  
Fidelity Select Home Finance (FSVLX)  
Fidelity Select Industrl Equip (FSCGX) 3-ALARM
Fidelity Select Medical Delivery (FSHCX)  
Fidelity Select Multimedia (FBMPX)  
Fidelity Small Cap Selector (FDSCX) 3-ALARM
Fidelity Spartan Market Index (FSMKX) 3-ALARM
Fidelity Spartan U.S. Eq Index (FUSEX) 3-ALARM
Fidelity Value (FDVLX) 3-ALARM
Fidelity Worldwide (FWWFX) NO ALARM
Fifth Third Intl Equity A (FSIEX) NO ALARM
Fifth Third Mid Cap A (FSMCX)  
Fifth Third Pinnacle A (FSPIX) 3-ALARM
First American Equity Index B (FAEQX) 3-ALARM
First American Equity Index Y (FEIIX) 3-ALARM
First American Equity-Inc Y (FAQIX)  
First American Large Cap Value Y (FSKIX)  
First American Mid Cap Value A (FASEX)  
First American Mid Cap Value B (FAESX)  
First Eagle Fund of Amer Y (FEAFX)  
First Eagle International Y (FEIFX)  
First Invest Growth & Inc A (FGINX)  
First Omaha Equity (FOEQX)  
Firstar Equity Index Instl (FIENX) 3-ALARM
Firstar Growth & Income Inst (FIGCX)  
Firstar Intl Equity Instl (FIIEX) 3-ALARM
Firstar Special Growth Instl (FISGX)  
Firstar Stellar Rel Value A (SRVFX) 3-ALARM
Founders Balanced (FRINX) 3-ALARM
Founders Growth and Income (FRMUX) 3-ALARM
FPA Capital (FPPTX) 3-ALARM
FPA Paramount (FPRAX) 3-ALARM
Franklin Balance Sheet Investment (FRBSX) NO ALARM
Franklin Equity Income A (FISEX)  
Franklin Global Health A (FKGHX)  
Franklin Global Utilities A (FRGUX) 3-ALARM
Franklin Growth A (FKGRX)  
Franklin Income A (FKINX)  
Franklin Rising Dividends A (FRDPX) 3-ALARM
Franklin Utilities A (FKUTX)  
Fremont Global (FMAFX)  
Fremont Growth (FEQFX)  
Gabelli Equity-Income (GABEX)  
Gabelli Mathers (MATRX)  
Gabelli Westwood Bal Ret (WEBAX)  
Gabelli Westwood Equity Ret (WESWX)  
Galaxy Asset Alloc Ret A (GAAAX)  
Galaxy Equity Income Ret A (GAEIX)  
Galaxy Equity Value Ret A (GALEX)  
Galaxy Growth & Inc Ret A (SGIEX)  
Galaxy Growth & Inc Tr (SMGIX)  
Galaxy II Large Co Index Ret (ILCIX) 3-ALARM
Galaxy II Small Co Index Ret (ISCIX)  
Galaxy II Utility Index Ret (IUTLX) NO ALARM
GAM International A (GAMNX) 3-ALARM
GAM North America A (GNAAX)  
Gateway (GATEX)  
GE U.S. Equity A (GEEQX)  
General Elec S&S Program (GESSX) NO ALARM
General Securities (GSECX) 3-ALARM
George Putnam of Boston A (PGEOX)  
George Putnam of Boston B (PGEBX)  
George Putnam of Boston M (PGEMX)  
George Putnam of Boston Y (PGEYX)  
Global Utility A (GLUAX) 3-ALARM
Global Utility B (GLUBX) 3-ALARM
GMO International Core III (GMOIX)  
GMO U.S. Core III (GMCTX) NO ALARM
Goldman Sachs Balanced A (GSBFX)  
Goldman Sachs Growth & Inc A (GSGRX) 3-ALARM
Goldman Sachs Sm Cap Value A (GSSMX)  
Greenspring (GRSPX)  
Growth Fund of Washington (GRWAX) 3-ALARM
Hancock Core Equity A (JHDCX)  
Hancock Global B (FGLOX) 3-ALARM
Hancock Global Health Sci A (JHGRX) 3-ALARM
Hancock Global Health Sci B (JHRBX) 3-ALARM
Hancock International A (FINAX) 3-ALARM
Hancock Regional Bank A (FRBAX) 3-ALARM
Hancock Regional Bank B (FRBFX) 3-ALARM
Hancock Sovereign Investor A (SOVIX)  
Hancock Sovereign Investor B (SOVBX)  
Harbor Value (HAVLX)  
Haven (HAVEX)  
Heartland Value (HRTVX)  
Heartland Value Plus (HRVIX) 3-ALARM
Heritage Income-Growth A (HRCVX)  
Heritage Small Cap Stock A (HRSCX) 3-ALARM
HighMark Balanced Fid (HMBAX) 3-ALARM
HighMark Balanced Ret A (HMBRX) 3-ALARM
HighMark Income Equity Fid (HMIEX)  
HighMark Value Momentum Fid (HMVMX)  
Homestead Value (HOVLX)  
Income Fund of America (AMECX)  
Invesco Equity Income (FIIIX)  
Invesco Gold (FGLDX) 3-ALARM
Invesco Total Return (FSFLX) 3-ALARM
Invesco Value Equity (FSEQX) 3-ALARM
Investment Company of America (AIVSX)  
Ivy Global A (MCGLX)  
Ivy International A (IVINX) 3-ALARM
Ivy International B (IVIBX) 3-ALARM
JP Morgan Instl Intl Equity (JNUSX) 3-ALARM
JP Morgan Intl Equity (PPIEX) 3-ALARM
JP Morgan U.S. Equity (PPEQX)  
Kaufmann (KAUFX)  
Kemper Contrarian A (KDCAX)  
Kemper Small Cap Value A (KDSAX) 3-ALARM
Kemper Technology B (KTCBX) NO ALARM
Kemper Technology C (KTCCX) NO ALARM
Kemper Value S (SCVAX)  
Kemper-Dreman High Ret Equity A (KDHAX)  
Kent Growth & Income Instl (KNVEX) 3-ALARM
Kent Growth & Income Investment (KNVIX) 3-ALARM
Kent Index Equity Instl (KNIEX) 3-ALARM
Kent Intl Growth Instl (KNINX)  
Lazard Equity Instl (LZEQX) 3-ALARM
Lazard Small Cap Instl (LZSCX) 3-ALARM
Legg Mason Amer Leading Prim (LMALX)  
Legg Mason Total Return Prim (LMTRX) 3-ALARM
Lexington Corporate Leaders (LEXCX) 3-ALARM
Lexington Growth & Income (LEXRX)  
Liberty-Colonial A (COLFX)  
Liberty-Colonial B (CCFBX) 3-ALARM
Liberty-Colonial Intl Hor A (CONAX) 3-ALARM
Liberty-Colonial Sel Value B (COGBX) 3-ALARM
Liberty-Colonial Small Cap Value A (CSMIX)  
Liberty-Colonial Small Cap Value B (CSSBX)  
Liberty-Colonial Str Bal B (CSBBX) 3-ALARM
Liberty-Colonial US Grth & Inc A (CFGAX) NO ALARM
Liberty-Colonial US Grth & Inc B (CFGBX)  
Liberty-CrabbeHuson Eq A (CHEYX)  
Liberty-CrabbeHuson Spec A (CHSPX)  
Lindner Asset All Inv (LDDVX) 3-ALARM
Lindner Large-Cap Inv (LDNRX) 3-ALARM
Lindner Market Neutral Inv (LDNBX)  
Lindner Small-Cap Inv (LDRSX)  
Longleaf Partners (LLPFX)  
Lord Abbett Affiliated A (LAFFX)  
Lord Abbett Growth & Inc C (GILAX)  
Lord Abbett Large-Cap Res A (LRLCX)  
Lord Abbett Mid-Cap Value A (LAVLX)  
MainStay Equity Index A (MCSEX) 3-ALARM
MainStay Instl Indx Eq Inst (NIIEX) 3-ALARM
MainStay Instl Value Eq Inst (NIVEX)  
MainStay Intl Equity B (MINEX) 3-ALARM
MainStay Value B (MKVAX)  
Mairs & Power Growth (MPGFX)  
Managers Income Equity (MGIEX)  
Managers Intl Equity (MGITX) NO ALARM
Marshall Equity-Income Y (MREIX)  
Marshall Large-Cap Growth & IncY (MASTX)  
Marshall Mid-Cap Value Y (MRVEX) 3-ALARM
MAS Small Cap Value Inst (MPSCX) 3-ALARM
MAS Value Instl (MPVLX)  
MassMutual Instl Balanced S (MBLDX) 3-ALARM
MassMutual Instl Core Equity S (MVEDX)  
MassMutual Instl Sm Cap Val S (MSCDX) 3-ALARM
Maxus Equity Inv (MXSEX)  
McM Equity Investment (MCMEX) 3-ALARM
Megatrends (MEGAX)  
Mercantile Small Cap Eqty Inv A (EMGRX)  
Meridian (MERDX)  
Merrill Lynch Basic Value A (MABAX)  
Merrill Lynch Basic Value B (MBBAX)  
Merrill Lynch Basic Value C (MCBAX)  
Merrill Lynch Basic Value D (MDBAX)  
Merrill Lynch Capital A (MACPX)  
Merrill Lynch Capital B (MBCPX)  
Merrill Lynch Capital C (MCCPX)  
Merrill Lynch Capital D (MDCPX)  
Merrill Lynch Global Alloc B (MBLOX) NO ALARM
Merrill Lynch Global Alloc C (MCLOX) NO ALARM
Merrill Lynch Global Res A (MAGRX)  
Merrill Lynch Global Res B (MBGRX)  
Merrill Lynch Global Res C (MCGRX)  
Merrill Lynch Global Res D (MDGRX)  
Merrill Lynch Global Util B (MBGUX) 3-ALARM
Merrill Lynch Global Util C (MCGUX) 3-ALARM
Merrill Lynch Growth A (MAQRX) 3-ALARM
Merrill Lynch Growth B (MBQRX) 3-ALARM
Merrill Lynch Growth C (MCQRX) 3-ALARM
Merrill Lynch Growth D (MDQRX) 3-ALARM
Merrill Lynch Strat Div B (MBDVX)  
Merriman Asset Allocation (MTASX)  
Merriman Captl Appreciation (MNCAX)  
Merriman Growth & Income (MTBCX) 3-ALARM
MFS Global Asset Alloc A (MWAAX)  
MFS Global Asset Alloc C (MWACX)  
MFS Global Total Return A (MFWTX) NO ALARM
MFS Global Total Return C (MFWCX)  
MFS Massachusetts Inv A (MITTX)  
MFS Massachusetts Inv B (MITBX)  
MFS Research B (MFRBX)  
MFS Research C (MFRCX)  
MFS Total Return A (MSFRX) NO ALARM
MFS Total Return B (MTRBX)  
MFS Total Return C (MTRCX)  
MFS Union Standard Equity I (MUSEX) 3-ALARM
Midas (MIDSX) 3-ALARM
Midas Investors (MIDIX) 3-ALARM
MMA Praxis Growth B (MMPGX)  
Monterey Murphy Technology (MNWTX) 3-ALARM
Montgomery Growth R (MNGFX)  
Montgomery U.S. Asset Alloc R (MNAAX)  
Mosaic Investors (MINVX)  
MSB (MSBFX)  
MSDW Dividend Growth Secs B (DIVBX)  
MSDW Global Div Growth Sec B (GLBBX)  
MSDW Health Sciences B (HCRBX)  
MSDW Latin American Growth B (LATBX)  
MSDW Val-Add Mkt Eqty B (VADBX)  
Muhlenkamp (MUHLX)  
Munder Index 500 A (MUXAX) 3-ALARM
Munder Real Estate Equity Investment A (MURAX) 3-ALARM
Munder Real Estate Equity Investment B (MURBX) 3-ALARM
Munder Real Estate Equity Investment Y (MURYX) 3-ALARM
Munder Small Company Growth K (MULKX) 3-ALARM
Munder Small Company Growth Y (MULYX) 3-ALARM
Mutual Beacon Z (BEGRX) 3-ALARM
Mutual Qualified Z (MQIFX) 3-ALARM
Mutual Shares Z (MUTHX)  
Nations Asset Alloc Inv A (PHAAX) NO ALARM
Nations Balanced Assets Inv A (NBAIX)  
Nations Equity-Income Prim A (NEQUX) 3-ALARM
Nations Equity-Index Prim A (NINDX) 3-ALARM
Nations Value Inv A (NVLEX)  
Nations Value Inv B (NVLNX)  
Nations Value Prim A (NVLUX)  
Nationwide D (MUIFX) 3-ALARM
Nationwide Growth D (MUIGX) 3-ALARM
Neuberger Berman Guardian (NGUAX)  
Neuberger Berman Guardian Tr (NBGTX)  
Neuberger Berman Partners (NPRTX)  
Neuberger Berman Partners Tr (NBPTX)  
Neuberger Berman Social Resp (NBSRX)  
New England Balanced A (NEFBX) 3-ALARM
New England Balanced B (NEBBX) 3-ALARM
New England Grow and Inc A (NEFOX) 3-ALARM
New England Growth A (NEFGX)  
New England Growth and Inc B (NEGBX) 3-ALARM
New England Value A (NEFVX)  
New England Value B (NEVBX)  
Nicholas (NICSX)  
Nicholas II (NCTWX)  
Nicholas Limited Edition (NCLEX) 3-ALARM
North American Balanced B (NAABX) 3-ALARM
North American Balanced C (NASAX) 3-ALARM
North American Global Equity C (NAGGX) 3-ALARM
North American Growth & IncB (NARBX) 3-ALARM
Northern Instl Equity Index A (BEIAX) 3-ALARM
Northern Instl Small Co Index A (BSCAX) 3-ALARM
Northern Small Cap (NOSGX)  
Oak Value (OAKVX)  
Oakmark I (OAKMX)  
One Group Balanced B (OGABX)  
One Group Divers Mid Cap A (PECAX)  
One Group Divers Mid Cap I (WOOPX)  
One Group Equity Income A (OIEIX)  
One Group Equity Income B (OGIBX)  
One Group Equity Income I (HLIEX)  
One Group Equity Index A (OGEAX) 3-ALARM
One Group Equity Index B (OGEIX) 3-ALARM
One Group Equity Index I (HLEIX) 3-ALARM
One Group Large Cap Value I (HLQVX)  
One Group Mid Cap Value A (OGDIX)  
One Group Mid Cap Value B (OGDBX)  
One Group Mid Cap Value I (HLDEX)  
Oppenheimer Capital Income A (OPPEX)  
Oppenheimer Capital Income B (OPEBX)  
Oppenheimer Discip Alloc A (CNMTX)  
Oppenheimer Discip Value A (CGRWX) 3-ALARM
Oppenheimer Main St Growth & Inc A (MSIGX) 3-ALARM
Oppenheimer Main St Growth & Inc B (OMSBX) 3-ALARM
Oppenheimer Main St Growth & Inc C (MIGCX) 3-ALARM
Oppenheimer Multiple Strat C (OASCX)  
Oppenheimer Quest Opport A (QVOPX)  
Oppenheimer Quest Opport B (QOPBX)  
Oppenheimer Quest Opport C (QOPCX)  
Oppenheimer Quest Sm Cap A (QVSCX)  
Oppenheimer Quest Sm Cap B (QSCBX)  
Oppenheimer Quest Sm Cap C (QSCCX)  
Oppenheimer Quest Value A (QFVFX)  
Oppenheimer Quest Value B (QFVBX)  
Oppenheimer Quest Value C (QFVCX)  
Oppenheimer Total Return A (OPTRX)  
Oppenheimer Total Return B (OTRBX)  
Pacific Advisors Balanced A (PAABX)  
PaineWebber Balanced B (PASBX)  
PaineWebber Financial Svcs Growth A (PREAX) 3-ALARM
PaineWebber Financial Svcs Growth B (PREBX) 3-ALARM
PaineWebber Growth & Inc A (PDGAX) 3-ALARM
PaineWebber Growth & Inc B (PDGBX) 3-ALARM
PaineWebber Small Cap B (PSCBX)  
PaineWebber Tactical Alloc A (PWTAX) NO ALARM
PaineWebber Tactical Alloc C (KPAAX)  
Papp America-Abroad (PAAFX)  
Papp Stock (LRPSX)  
PBHG International (PBHIX) 3-ALARM
Pelican (PELFX)  
Pennsylvania Mutual Inv (PENNX) NO ALARM
Performance Large Cap Equity A (PFECX) 3-ALARM
Performance Large Cap Equity Inst (PFEQX) 3-ALARM
Performance Mid Cap Equity A (PCGCX) 3-ALARM
Performance Mid Cap Equity Instl (PCGIX) 3-ALARM
Perritt Micro Cap Opport (PRCGX)  
Philadelphia (PHILX)  
Phoenix-Goodwin Balanced A (PHBLX)  
Phoenix-Oakhurst Inc & Growth A (NAINX)  
Pilgrim Balanced C (NABCX) 3-ALARM
Pilgrim MagnaCap A (PMCFX)  
Pillar Equity Value I (PLGAX)  
PIMCO Capital Apprec Inst (PAPIX) NO ALARM
PIMCO Equity Income Instl (PEIIX)  
PIMCO Mid Cap Growth Instl (PMGIX) NO ALARM
PIMCO Renaissance A (PQNAX) NO ALARM
PIMCO Renaissance C (PQNCX) NO ALARM
PIMCO Small Cap Value Instl (PSVIX)  
Pioneer Balanced A (MOMIX)  
Pioneer Capital Growth A (PCGRX) 3-ALARM
Pioneer Capital Growth B (PBCGX) 3-ALARM
Pioneer Equity-Income A (PEQIX)  
Pioneer Equity-Income B (PBEQX)  
Pioneer II A (PIOTX)  
Pioneer International Growth A (PIIFX) 3-ALARM
Pioneer International Growth B (PBIFX) 3-ALARM
Preferred International (PFIFX) NO ALARM
Preferred Value (PFVLX)  
Principal Blue Chip A (PBLCX) 3-ALARM
Principal Capital Value A (PCACX) 3-ALARM
Principal Growth A (PRGWX)  
Principal MidCap A (PEMGX)  
Prudential Equity A (PBQAX)  
Prudential Equity B (PBQFX)  
Prudential Equity-Income A (PBEAX) 3-ALARM
Prudential Equity-Income B (PBQIX) 3-ALARM
Prudential Small Comp Value A (PGOAX)  
Prudential Small Comp Value B (CHNDX)  
Prudential Small Comp Value C (PSCCX)  
Prudential Stock Index Z (PSIFX)  
Prudential Utility A (PRUAX) NO ALARM
Prudential Utility B (PRUTX) NO ALARM
Prudential World Intl Stock Z (PISZX) NO ALARM
Putnam Balanced Retirement A (PMITX)  
Putnam Balanced Retirement B (PMYBX)  
Putnam Capital Apprec A (PCAPX)  
Putnam Capital Apprec B (PCABX)  
Putnam Equity Income A (PEYAX)  
Putnam Equity Income B (PEQNX)  
Putnam Fund for Growth & Inc A (PGRWX)  
Putnam Fund for Growth & Inc B (PGIBX)  
Putnam Util Growth & Inc B (PUTBX)  
Royce Micro-Cap Inv (RYOTX) NO ALARM
Royce Premier (RYPRX) NO ALARM
RS Contrarian (RSCOX)  
RSI Retrmnt Value Equity (RSIVX) NO ALARM
Safeco Equity No Load (SAFQX) 3-ALARM
Safeco Income No Load (SAFIX) 3-ALARM
Salomon Bros Investors Value O (SAIFX) NO ALARM
Salomon Bros Opportunity (SAOPX)  
Schroder Intl Inv (SCIEX) NO ALARM
Schroder Small Cap Value Inv (WSCVX)  
Schroder U.S. Smaller Co Inv (SCUIX)  
Schwab 1000 Inv (SNXFX)  
Schwartz Value (RCMFX)  
Scudder Growth & Income (SCDGX)  
Scudder Large Company Value (SCDUX)  
Scudder Latin America (SLAFX)  
Security Equity A (SECEX) 3-ALARM
Security Growth & Income A (SECIX) 3-ALARM
SEI Index S&P 500 Index E (TRQIX) 3-ALARM
SEI Instl Capital Apprec A (SECAX) 3-ALARM
SEI Instl Large Cap Value A (TRMVX)  
Selected Special (SLSSX)  
Seligman Common Stock A (SCSFX) 3-ALARM
Seligman Commun & Info A (SLMCX) 3-ALARM
Seligman Commun & Info D (SLMDX) 3-ALARM
Seligman Frontier D (SLFDX) 3-ALARM
Seligman Henderson Global Sm A (SHGAX)  
Seligman Henderson Global Tech D (SHTDX) 3-ALARM
Seligman Henderson Intl D (SHIDX) 3-ALARM
Sentinel Balanced A (SEBLX)  
Sentinel Common Stock A (SENCX)  
Sentinel World A (SWRLX)  
Sequoia (SEQUX)  
Shadow Stock (SHSTX) NO ALARM
Skyline Special Equities (SKSEX)  
SM&R Equity Income T (AMNIX)  
SM&R Growth (AMRNX)  
Smith Barney Appreciation A (SHAPX)  
Smith Barney Appreciation B (SAPBX)  
Smith Barney Balanced B (SLSUX) 3-ALARM
Smith Barney Large Cap Blend A (SGIAX) 3-ALARM
Smith Barney Large Cap Value A (SBCIX)  
Smith Barney Large Cap Value B (SBCCX)  
Smith Barney Natural Res A (SPMMX) 3-ALARM
Smith Barney Natural Res B (SPMBX) 3-ALARM
Smith Barney Natural Res L (SPMLX) 3-ALARM
Smith Barney Prem Tot Ret A (SOPAX)  
Smith Barney Prem Tot Ret B (SOPTX)  
Smith Barney Telecomm Income (ATINX)  
SoGen International A (SGENX)  
SoGen Overseas A (SGOVX) NO ALARM
Sound Shore (SSHFX)  
SSgA Matrix Equity (SSMTX) 3-ALARM
SSgA S&P 500 Index (SVSPX) 3-ALARM
SSgA Small Cap (SVSCX)  
Standish Equity (SDEQX)  
State Farm Balanced (STFBX)  
State Farm Growth (STFGX)  
State St Exchange (STSEX)  
State St Research Alpha A (SSEAX)  
State St Research Alpha S (SSICX)  
State St Research Argo A (SSAVX)  
State St Research Glob Res A (SSGRX)  
State St Research Glob Res B (SSBGX)  
State St Research Glob Res C (SSGDX)  
State St Research Investment A (SITAX)  
State St Research Investment B (SITBX)  
State St Research Investment S (STSTX)  
State St Research Str Gr A (SSAMX)  
Stein Roe Balanced (SRFBX)  
Stein Roe Disciplined Stock (SRDSX) 3-ALARM
Stein Roe Growth & Income (SRGNX)  
Stein Roe International (SRITX) 3-ALARM
STI Classic Captl Apprec Inv (STCIX)  
STI Classic Captl Apprec Tr (STCAX)  
STI Classic Growth and Income Tr (CRVAX)  
STI Classic Value Inc Stock Inv (SVIIX)  
STI Classic Value Inc Stock Tr (STVTX)  
Stratton Growth (STRGX)  
Stratton Small-Cap Yield (STSCX)  
Strong Discovery (STDIX) 3-ALARM
Strong Schafer Value (SCHVX) 3-ALARM
T. Rowe Price Balanced (RPBAX)  
T. Rowe Price Capital Apprec (PRWCX)  
T. Rowe Price Capital Opport (PRCOX)  
T. Rowe Price Dividend Growth (PRDGX)  
T. Rowe Price Equity Index 500 (PREIX) 3-ALARM
T. Rowe Price Equity-Income (PRFDX)  
T. Rowe Price Foreign Equity (PRFEX)  
T. Rowe Price Growth & Inc (PRGIX)  
T. Rowe Price Intl Stock (PRITX)  
T. Rowe Price Latin America (PRLAX)  
T. Rowe Price New America Gr (PRWAX) 3-ALARM
T. Rowe Price Pers Str Bal (TRPBX)  
T. Rowe Price Pers Str Grth (TRSGX)  
T. Rowe Price Pers Str Inc (PRSIX)  
T. Rowe Price Small-Cap Val (PRSVX)  
T. Rowe Price Spectrum Growth (PRSGX)  
T. Rowe Price Value (TRVLX)  
Target Large Cap Value (TALVX)  
Target Small Cap Value (TASVX)  
Templeton Foreign A (TEMFX)  
Templeton Foreign Sm Co A (FINEX)  
Templeton Global Opport A (TEGOX)  
Templeton Global Small Co A (TEMGX)  
Third Avenue Value (TAVFX)  
Thompson Plumb Growth (THPGX) NO ALARM
Timothy Plan A (TPLNX) 3-ALARM
Tocqueville (TOCQX)  
Tweedy Browne American Val (TWEBX) 3-ALARM
U.S. Global Inv All Amer Eq (GBTFX) 3-ALARM
U.S. Global Inv Global Res (PSPFX) 3-ALARM
U.S. Global Inv Gold Shares (USERX) 3-ALARM
UAM C&B Balanced Inst (CBBAX)  
UAM C&B Equity Inst (CBEQX)  
UAM DSI Disc Value Instl (DSIDX)  
UAM FMA Small Co Instl (FMACX)  
UAM FPA Crescent Instl (FPACX) 3-ALARM
UAM ICM Small Company (ICSCX) NO ALARM
UAM Sterling Bal Instl (SPBPX)  
UAM Sterling Partners Eq Is (STEQX)  
UAM TS&W Equity (TSWEX)  
UMB Scout Regional (UMBHX)  
UMB Scout Stock (UMBSX)  
United Accumulative A (UNACX) NO ALARM
United Continental Income A (UNCIX)  
United Income A (UNCMX)  
USAA Cornerstone Strategy (USCRX)  
USAA Growth & Income (USGRX)  
USAA Growth & Tax Strategy (USBLX)  
USAA Income Stock (USISX)  
USAA International (USIFX)  
Van Eck Gold/Resources A (GRFRX) 3-ALARM
Van Eck Intl Invest Gold A (INIVX) 3-ALARM
Van Kampen Comstock A (ACSTX) NO ALARM
Van Kampen Comstock B (ACSWX)  
Van Kampen Growth & Income A (ACGIX)  
Van Kampen Growth & Income B (ACGJX)  
Van Kampen Pace A (ACPAX) 3-ALARM
Van Kampen Utility B (VKUBX) NO ALARM
Van Kampen Utility C (VKUCX) NO ALARM
Vanguard Equity-Income (VEIPX)  
Vanguard International Value (VTRIX)  
Vanguard Intl Growth (VWIGX) NO ALARM
Vanguard LifeStrat Cons Growth (VSCGX)  
Vanguard LifeStrat Income (VASIX)  
Vanguard LifeStrat Mod Growth (VSMGX)  
Vanguard STAR (VGSTX)  
Vanguard Utilities Income (VGSUX)  
Vanguard Value Index (VIVAX)  
Vanguard Wellesley Income (VWINX)  
Vanguard Wellington (VWELX)  
Vanguard Windsor (VWNDX)  
Vanguard Windsor II (VWNFX)  
Victory Balanced A (SBALX)  
Victory Diversified Stock A (SRVEX) NO ALARM
Victory Established Value G (GETGX)  
Victory Small Company Oppty G (GOGFX)  
Victory Special Value A (SSVSX)  
Victory Stock Index (SSTIX) 3-ALARM
Victory Value (SVLSX)  
Volumetric (VOLMX)  
Vontobel U.S. Value (VUSVX)  
Wachovia Equity Index A (BTEIX) 3-ALARM
Wachovia Growth and Income A (CFEQX)  
Wachovia Quantitative Equity A (BTQEX)  
Warburg Pincus Balanced (WAPBX)  
Warburg Pincus Growth & Inc Comm (RBEGX)  
Washington Mutual Investors (AWSHX)  
Wells Fargo Divr Equity I (NVDEX)  
Wells Fargo Equity Index A (SFCSX) 3-ALARM
Wells Fargo Income Equity I (NVIEX)  
Wells Fargo Index I (NVINX) 3-ALARM
Wells Fargo LifePath 2010 A (STNRX)  
Wells Fargo LifePath 2030 A (STHRX)  
Wells Fargo LifePath 2040 A (STFRX) 3-ALARM
Wells Fargo LifePath Opp A (STWRX)  
Wells Fargo Mod Bal I (NVMBX)  
Wells Fargo Small Co Gr I (NVSCX) 3-ALARM
Westcore Blue Chip (WTMVX)  
Westcore Small-Cap Opport (WTSCX)  
Wilshire Target Large Value Inv (DTLVX)  
Wilshire Target Sm Growth Inv (DTSGX) 3-ALARM
Wilshire Target Sm Value Inv (DTSVX)  
WM Bond & Stock A (CMPBX)  
WM Growth & Income A (CMPFX)  
Women's Equity (FEMMX)  
WPG Growth & Income (WPGFX)  
Wright Intl Blue Ch Eq Stnd (WIBCX)  
Wright Selected Blue Chip Eq (WSBEX)  
Yacktman (YACKX)  
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