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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.
NO ALARM Fund as of 1/1/2000Alarm status
as of 1/1/2001
Accessor Growth Adv (AGROX)  
Accessor Intl Equity Adv (ACIEX)  
Accessor Small to Mid Cap Adv (ASMCX) 3-ALARM
Acorn International (ACINX) NO ALARM
Aetna Growth I (AEGRX) NO ALARM
Aetna International I (AEIGX) NO ALARM
Aetna Small Company I (AESGX) NO ALARM
AIM Global Aggressive Growth A (AGAAX) NO ALARM
AIM Global Aggressive Growth B (AGABX) NO ALARM
AIM Global Growth A (AGGAX)  
AIM Global Utilities A (AUTLX)  
AIM Global Utilities B (AUTBX)  
AIM International Equity A (AIIEX)  
AIM International Equity B (AIEBX)  
AIM Summit (SMMIX) NO ALARM
Alger Capital Apprec Retire (ALARX)  
Alger Capital Appreciation B (ACAPX)  
Alger Growth B (AFGPX)  
Alger Mid Cap Growth Retire (ALMRX) NO ALARM
Alleghany/Montag & Cald Bal N (MOBAX)  
Alleghany/Montag & Cald Grth N (MCGFX)  
Alliance Premier Growth A (APGAX)  
Alliance Premier Growth B (APGBX)  
Alliance Premier Growth C (APGCX)  
Alliance Utility Income A (AUIAX) NO ALARM
Alliance Utility Income B (AUIBX) NO ALARM
Alliance Utility Income C (AUICX) NO ALARM
Alliance Worldwide Priv A (AWPAX)  
Alliance Worldwide Priv B (AWPBX)  
American Cent Intl Disc Inv (TWEGX) NO ALARM
American Cent Intl Gr Inv (TWIEX) NO ALARM
American Cent Utilities Inv (BULIX)  
Barclays Global Inv LP 2020 (STLCX)  
Berger Small Company Gr Inv (BESCX) NO ALARM
BlackRock Large Cap Growth Is (PNAPX)  
Bonnel Growth (ACBGX) NO ALARM
Bridgeway Aggressive Growth (BRAGX) NO ALARM
Bridgeway Ultra-Small Co (BRUSX) NO ALARM
Brown Capital Small Co Instl (BCSIX) NO ALARM
California Investment S&P MidCap (SPMIX) NO ALARM
CGM Realty (CGMRX) NO ALARM
Chase Equity-Growth Prem (RITEX)  
Citizens Emerging Growth (WAEGX)  
Citizens Global Equity (WAGEX) NO ALARM
Cohen & Steers Realty Shares (CSRSX) NO ALARM
Columbia International Stock (CMISX)  
Columbia Real Estate Equity (CREEX) NO ALARM
Consulting Group Large Cap Gr (TLGUX)  
Delaware Select Growth A (DVEAX)  
Delaware Select Growth C (DVECX)  
Delaware Trend A (DELTX)  
Delaware Trend B (DERBX)  
Diversified Inv Growth & Inc (DVGIX)  
Diversified Inv Special Eqty (DVPEX) 3-ALARM
Domini Social Equity (DSEFX)  
Dreyfus Premier Third Century Z (DRTHX)  
Eaton Vance Utilities A (EVTMX) NO ALARM
Eaton Vance Utilities B (EMTMX) NO ALARM
Eaton Vance Utilities C (ECTMX) NO ALARM
Eaton Vance Worldwide Health A (ETHSX) NO ALARM
Elfun International (EGLBX) NO ALARM
Enterprise Growth A (ENGRX)  
Enterprise Small Co Growth Y (ENGEX) NO ALARM
EuroPacific Growth (AEPGX) NO ALARM
Evergreen Utility A (EVUAX) NO ALARM
Evergreen Utility B (EVUBX) NO ALARM
Excelsior Engy & Nat Resrc (UMESX) NO ALARM
Federated Growth Strat A (FGSAX)  
Federated Intl Equity A (FTITX)  
Federated Intl Equity B (FIEBX)  
Federated World Utility A (WUFAX)  
Fidelity Adv Equity Growth Instl (EQPGX) NO ALARM
Fidelity Adv Equity Growth T (FAEGX) NO ALARM
Fidelity Adv Natural Res T (FAGNX)  
Fidelity Aggressive Growth (FDEGX)  
Fidelity Diversified Intl (FDIVX) NO ALARM
Fidelity Growth Company (FDGRX) NO ALARM
Fidelity Intl Growth & Inc (FIGRX) NO ALARM
Fidelity Intl Value (FIVFX) 3-ALARM
Fidelity Japan (FJPNX)  
Fidelity Mid-Cap Stock (FMCSX) NO ALARM
Fidelity New Millennium (FMILX) NO ALARM
Fidelity OTC (FOCPX)  
Fidelity Overseas (FOSFX) NO ALARM
Fidelity Select Air Transport (FSAIX) NO ALARM
Fidelity Select Biotechnology (FBIOX)  
Fidelity Select Brokerage & Investment (FSLBX) NO ALARM
Fidelity Select Develop Commun (FSDCX) NO ALARM
Fidelity Select Energy (FSENX) NO ALARM
Fidelity Select Energy Service (FSESX)  
Fidelity Select Financial Svcs (FIDSX) NO ALARM
Fidelity Select Gold (FSAGX)  
Fidelity Select Leisure (FDLSX) 3-ALARM
Fidelity Select Natural Gas (FSNGX) NO ALARM
Fidelity Select Utilities Growth (FSUTX)  
Fidelity Utilities (FIUIX)  
First American Technology A (FATAX) 3-ALARM
First American Technology B (FITBX) 3-ALARM
First American Technology Y (FATCX)  
First Mutual (FMFDX)  
Firsthand Technology Value (TVFQX) NO ALARM
Flag Inv Emerging Growth A (FLEGX) NO ALARM
Fortis Advant Capital Appr A (FACAX)  
Fortis Advant Capital Appr C (FACCX)  
Fortis Global Growth A (FWGGX) NO ALARM
Fortis Global Growth H (FWGHX) NO ALARM
Founders Discovery (FDISX) NO ALARM
Founders Passport (FPSSX)  
Founders Worldwide Growth (FWWGX)  
Franklin CA Growth A (FKCGX) NO ALARM
Franklin Gold A (FKRCX) NO ALARM
Franklin Small Cap Growth A (FRSGX)  
Fremont U.S. Micro-Cap (FUSMX) NO ALARM
Gabelli Global Interactive Couch (GICPX)  
Gabelli Growth (GABGX) NO ALARM
Galaxy Intl Equity Ret A (GAIEX) NO ALARM
Guardian Baillie Intl A (GUBGX)  
Hancock Global Technology A (NTTFX) 3-ALARM
Hancock Small Cap Growth A (TAEMX)  
Hancock Small Cap Growth B (TSEGX)  
Hancock Small Cap Value B (SPVBX)  
Harbor Capital Appreciation (HACAX)  
Harbor Growth (HAGWX) NO ALARM
Henlopen (HENLX) 3-ALARM
Heritage Capital Apprec A (HRCPX) NO ALARM
HomeState PA Growth (HSPGX)  
Idex JCC Global A (IGLBX) NO ALARM
Idex JCC Global M (IGLCX) NO ALARM
Idex JCC Growth A (IDETX)  
Idex JCC Growth M (IDEUX)  
Invesco Balanced (IMABX)  
Invesco Blue Chip Growth (FLRFX)  
Invesco Dynamics (FIDYX) NO ALARM
Invesco Energy (FSTEX) NO ALARM
Invesco Small Company Growth (FIEGX)  
Invesco Telecommunications (ISWCX) NO ALARM
Invesco Utilities (FSTUX)  
ISG Large Cap Equity A (ILCAX) NO ALARM
Ivy US Emerging Growth A (IVEGX) 3-ALARM
Janus (JANSX)  
Janus Aspen Aggr Growth Instl (JAAGX)  
Janus Aspen Balanced Instl (JABLX) NO ALARM
Janus Aspen Growth Instl (JAGRX)  
Janus Aspen Worldwide Growth Instl (JAWGX) NO ALARM
Janus Balanced (JABAX) NO ALARM
Janus Enterprise (JAENX)  
Janus Growth & Income (JAGIX) NO ALARM
Janus Mercury (JAMRX)  
Janus Overseas (JAOSX) NO ALARM
Janus Twenty (JAVLX)  
Janus Venture (JAVTX)  
Janus Worldwide (JAWWX) NO ALARM
JP Morgan U.S. Small Co (PPCAX)  
Jurika & Voyles Mini-Cap (JVMCX)  
Kemper Global Discovery S (SGSCX) NO ALARM
Legg Mason Spec Investment Nav (LMNSX)  
Legg Mason Spec Investment Prim (LMASX)  
Legg Mason Value Nav (LMNVX)  
Legg Mason Value Prim (LMVTX)  
Lexington Global Corp Lead (LXGLX) NO ALARM
Lexington Silver (STSLX)  
Loomis Sayles Intl Equity Inst (LSIEX)  
Lord Abbett Developing Growth A (LAGWX)  
MainStay Instl Growth Eq Inst (NIGEX)  
MainStay Total Return B (MKTRX)  
Managers Captl Appreciation (MGCAX)  
Managers Special Equity (MGSEX) NO ALARM
Marshall International Stock Y (MRISX) NO ALARM
MAS Mid Cap Growth Instl (MPEGX) NO ALARM
MassMutual Instl Intl Equity S (MIEDX) NO ALARM
Maxus Laureate Inv (MXSPX)  
Mercantile Intl Eqty Inv A (ARIEX) NO ALARM
Meridian Value (MVALX) NO ALARM
Merrill Lynch Fundmntl Growth A (MAFGX) NO ALARM
Merrill Lynch Fundmntl Growth D (MDFGX) NO ALARM
Merrill Lynch Pacific A (MAPCX)  
Merrill Lynch Spec Value A (MASPX) NO ALARM
Merrill Lynch Spec Value D (MDSPX) NO ALARM
MFS Capital Opportunities A (MCOFX) NO ALARM
MFS Capital Opportunities B (MCOBX) NO ALARM
MFS Global Growth A (MWOFX) NO ALARM
MFS Global Growth B (MWOBX) NO ALARM
MFS Massachusetts Inv Growth A (MIGFX) NO ALARM
MFS Massachusetts Inv Growth B (MIGBX) NO ALARM
MFS Mid-Cap Growth B (OTCBX) NO ALARM
MFS Utilities A (MMUFX) NO ALARM
MFS Utilities B (MMUBX) NO ALARM
MFS Utilities C (MMUCX) NO ALARM
Montgomery Global Opporty R (MNGOX)  
MSDW American Opp B (AMOBX) NO ALARM
MSDW Developing Growth B (DGRBX)  
MSDW Global Utilities B (GUTBX) NO ALARM
MSDW Instl Equity Growth A (MSEQX) NO ALARM
MSDW Small Cap Growth B (SMPBX)  
Neuberger Berman Intl (NBISX)  
New Perspective (ANWPX) NO ALARM
Nicholas-Applegate Intl Sm I (NAGPX) NO ALARM
Nicholas-Applegate World Gr I (NAWIX) NO ALARM
Northeast Investors Growth (NTHFX)  
Northern Select Equity (NOEQX) NO ALARM
One Group Large Cap Growth A (OLGAX)  
One Group Large Cap Growth I (SEEGX)  
One Group Mid Cap Growth B (OGOBX) NO ALARM
One Group Mid Cap Growth I (HLGEX) NO ALARM
Oppenheimer Global Grth & Income A (OPGIX) NO ALARM
Oppenheimer Global Grth & Income C (OGICX) NO ALARM
Oppenheimer Global A (OPPAX) NO ALARM
Oppenheimer Global B (OGLBX) NO ALARM
Oppenheimer Gold & Spec Min A (OPGSX) NO ALARM
Oppenheimer Quest Bal Value A (QVGIX) NO ALARM
Pax World (PAXWX) NO ALARM
Phoenix-Engemann Aggress Grth A (PHSKX)  
Phoenix-Engemann Bal Ret A (PABRX) 3-ALARM
Phoenix-Engemann Bal Ret C (PCBRX) 3-ALARM
Phoenix-Engemann Sml-Mid Grth A (PAMAX)  
Pilgrim International Small Cap A (NIGRX) NO ALARM
Pilgrim International Small Cap C (NARCX) NO ALARM
Pilgrim Small Cap Growth A (NAEGX)  
Pilgrim Worldwide Growth A (NAWGX) NO ALARM
Pilgrim Worldwide Growth C (NAWCX) NO ALARM
Pin Oak Aggressive Stock (POGSX) NO ALARM
Preferred Growth (PFGRX)  
Principal Pres S&P 100 Plus A (PPSPX)  
Prudential Natural Res A (PGNAX) NO ALARM
Prudential Natural Res B (PRGNX)  
Prudential World Global A (PRGAX) NO ALARM
Prudential World Global B (PRGLX)  
Putnam Global Equity A (PDETX) NO ALARM
Putnam Global Equity B (PDEBX) NO ALARM
Putnam Global Growth A (PEQUX)  
Putnam Global Growth B (PEQBX)  
Putnam Global Growth Y (PEQYX)  
Putnam Intl Growth A (POVSX) NO ALARM
Putnam Intl Growth B (POVBX) NO ALARM
Putnam Intl Growth M (POVMX) NO ALARM
Putnam Investors A (PINVX) 3-ALARM
Putnam Investors B (PNVBX) 3-ALARM
Putnam New Opportunities A (PNOPX)  
Putnam New Opportunities B (PNOBX)  
Putnam New Opportunities M (PNOMX)  
Putnam New Opportunities Y (PNOYX)  
Putnam OTC Emerging Growth A (POEGX) 3-ALARM
Putnam OTC Emerging Growth B (POTBX) 3-ALARM
Putnam Voyager II A (PVIIX)  
Putnam Voyager Y (PVYYX)  
Rainier Balanced (RIMBX) NO ALARM
Reserve Blue Chip Growth R (RBCAX)  
Reserve Small-Cap Growth R (REGAX)  
Reynolds Blue Chip Growth (RBCGX)  
Reynolds Opportunity (ROPPX)  
Royce Low-Priced Stock (RYLPX) NO ALARM
RS Emerging Growth (RSEGX)  
Rydex Nova Inv (RYNVX)  
Rydex OTC Inv (RYOCX)  
Salomon Bros Capital O (SACPX) NO ALARM
Scudder Gold (SCGDX) NO ALARM
Scudder Intl (SCINX) NO ALARM
Scudder Large Company Growth (SCQGX)  
Security Global A (SEQAX) NO ALARM
Security Ultra A (SECUX) NO ALARM
SEI Instl Small Cap Growth A (SSCGX)  
Sentinel Mid-Cap Growth A (SNTNX) NO ALARM
Sit International Growth (SNGRX)  
Sit Large Cap Growth (SNIGX) NO ALARM
Sit Small Cap Growth (SSMGX) NO ALARM
Smallcap World (SMCWX)  
Smith Barney Aggr Growth A (SHRAX) NO ALARM
Smith Barney Conc Soc Aware A (SSIAX)  
SoGen Gold A (SGGDX)  
Spectra (SPECX)  
SSgA Growth & Income (SSGWX) NO ALARM
Standish Small Cap Eqty (SDSCX)  
Strong Common Stock (STCSX) 3-ALARM
Strong Growth (SGROX) NO ALARM
SunAmerica Balanced Assets A (SBAAX)  
SunAmerica Balanced Assets B (SBABX)  
SunAmerica Small Co Growth A (SEGAX)  
T. Rowe Price Intl Discovery (PRIDX) NO ALARM
Target Large Cap Growth (TALGX) NO ALARM
Target Small Cap Growth (TASGX) NO ALARM
TCW Galileo Small Cap Gr I (TGSCX)  
Touchstone Emerging Growth A (TEGAX) NO ALARM
Touchstone Emerging Growth C (TOECX) NO ALARM
Turner Small Cap Growth (TSCEX)  
UAM Analytic Enhanced Eq Ins (ANEEX)  
UAM Heitman Real Estate Inst (PRREX)  
UAM Rice Hall James Sm Cap (RHJSX) NO ALARM
UAM Sirach Spec Equity Instl (SSEPX)  
United International Growth A (UNCGX)  
United New Concepts A (UNECX)  
USAA Aggressive Growth (USAUX)  
USAA Gold (USAGX) NO ALARM
Value Line Asset Allocation (VLAAX) NO ALARM
Value Line Leveraged Growth Inv (VALLX)  
Value Line Spec Situations (VALSX)  
Van Kampen Emerg Growth B (ACEMX) NO ALARM
Van Kampen Emerging Growth A (ACEGX) NO ALARM
Van Kampen Emerging Growth C (ACEFX) NO ALARM
Van Kampen Real Estate Sec A (ACREX) NO ALARM
Van Kampen Real Estate Sec B (ACRBX) NO ALARM
Van Kampen Real Estate Sec C (ACRCX) NO ALARM
Vanguard Gold & Precious Met (VGPMX) NO ALARM
Vanguard Growth & Income (VQNPX) NO ALARM
Vanguard Growth Index (VIGRX)  
Vanguard Health Care (VGHCX)  
Vanguard Instl Index (VINIX) NO ALARM
Vanguard Primecap (VPMCX) NO ALARM
Vanguard Tax-Managed Growth & Inc (VTGIX) NO ALARM
Vanguard U.S. Growth (VWUSX) 3-ALARM
Vontobel International Eqty (VNEPX) NO ALARM
Warburg Pincus Adv Japan Sm (WJSAX)  
Warburg Pincus Cap Appr Comm (CUCAX) NO ALARM
Warburg Pincus Japan Sm Comm (WPJPX)  
Wasatch Aggressive Equity (WAAEX)  
Weitz Hickory (WEHIX)  
Weitz Partners Value (WPVLX)  
Weitz Value (WVALX)  
Wells Fargo Large Co Grth I (NVLCX) NO ALARM
White Oak Growth Stock (WOGSX) NO ALARM
Wilshire Target Large Growth Inv (DTLGX)  
WM Emerging Grow B (SQEMX) NO ALARM
WM Growth A (SRGFX)  
WM Growth B (SQGRX)  
WM Northwest A (CMNWX)  
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