To identify the most honorable Honor Roll funds, we examine the performance of each Honor Roll fund in this month's database versus its respective benchmark. We give three-year performance versus benchmark a 30% weight, and we weight five-year performance 70%. We then add these two weightings for an overall "Weighted Performance Rating." The Weighted Performance Rating is useful for comparing comparative performance within each benchmark category, but isn't meaningful when used to compare funds in different categories. | Honor Roll Fund | Weighted Performance Rating | Benchmark |
|---|---|---|
| Fidelity Leveraged Co Stock (FLVCX) | 14.4 | Dreyf MidCap Idx |
| Fidelity Adv Leveraged Co Stock I (FLVIX) | 13.9 | Dreyf MidCap Idx |
| Fidelity Adv Leveraged Co Stock A (FLSAX) | 13.5 | Dreyf MidCap Idx |
| Fidelity Adv Leveraged Co Stock T (FLSTX) | 13.2 | Dreyf MidCap Idx |
| Fidelity Adv Leveraged Co Stock B (FLCBX) | 12.6 | Dreyf MidCap Idx |
| RS Value A (RSVAX) | 10.5 | Dreyf MidCap Idx |
| Baron Partners (BPTRX) | 9.3 | Dreyf MidCap Idx |
| FBR Small Cap (FBRVX) | 7.8 | Dreyf MidCap Idx |
| Artisan Mid Cap Value (ARTQX) | 7.1 | Dreyf MidCap Idx |
| ICON Materials (ICBMX) | 6.9 | Dreyf MidCap Idx |
| Oppenheimer Sm & Mid Cap Value A (QVSCX) | 6.9 | Dreyf MidCap Idx |
| Fidelity Select Defense & Aerospace (FSDAX) | 6.6 | Dreyf MidCap Idx |
| Oppenheimer Sm & Mid Cap Value N (QSCNX) | 6.4 | Dreyf MidCap Idx |
| Hotchkis and Wiley Mid Cap Value I (HWMIX) | 6.3 | Dreyf MidCap Idx |
| Hotchkis and Wiley Mid Cap Value A (HWMAX) | 6.1 | Dreyf MidCap Idx |
| Oppenheimer Sm & Mid Cap Value B (QSCBX) | 5.9 | Dreyf MidCap Idx |
| Oppenheimer Sm & Mid Cap Value C (QSCCX) | 5.9 | Dreyf MidCap Idx |
| Phoenix Mid Cap Value A (FMIVX) | 5.2 | Dreyf MidCap Idx |
| Goldman Sachs Mid Cap Value Ins (GSMCX) | 5 | Dreyf MidCap Idx |
| Longleaf Partners Small-Cap (LLSCX) | 4.9 | Dreyf MidCap Idx |
| JPMorgan Mid Cap Value I (FLMVX) | 4.7 | Dreyf MidCap Idx |
| Diversified Mid-Cap Value Instl (DIMVX) | 4.6 | Dreyf MidCap Idx |
| Goldman Sachs Mid Cap Value A (GCMAX) | 4.5 | Dreyf MidCap Idx |
| Thornburg Core Growth A (THCGX) | 4.5 | Dreyf MidCap Idx |
| Thornburg Core Growth R1 (THCRX) | 4.5 | Dreyf MidCap Idx |
| Franklin Balance Sheet Investment (FRBSX) | 4.4 | Dreyf MidCap Idx |
| JPMorgan Mid Cap Value Sel (JMVSX) | 4.4 | Dreyf MidCap Idx |
| ProFunds UltraMid Cap Inv (UMPIX) | 4.4 | Dreyf MidCap Idx |
| Columbia Mid Cap Value Z (NAMAX) | 4.3 | Dreyf MidCap Idx |
| Fidelity Low-Priced Stock (FLPSX) | 4.3 | Dreyf MidCap Idx |
| Kinetics Small Cap Opp (KSCOX) | 4.3 | Dreyf MidCap Idx |
| Phoenix Mid-Cap Value C (FMICX) | 4.3 | Dreyf MidCap Idx |
| Columbia Acorn Z (ACRNX) | 4.2 | Dreyf MidCap Idx |
| Delafield (DEFIX) | 4.2 | Dreyf MidCap Idx |
| Diversified Mid Cap Value Inv (DVMVX) | 4.2 | Dreyf MidCap Idx |
| JPMorgan Mid Cap Value A (JAMCX) | 4.2 | Dreyf MidCap Idx |
| T. Rowe Price Mid-Cap Value (TRMCX) | 4.2 | Dreyf MidCap Idx |
| Columbia Mid Cap Value A (CMUAX) | 4 | Dreyf MidCap Idx |
| Delaware American Services I (DASIX) | 4 | Dreyf MidCap Idx |
| Victory Special Value A (SSVSX) | 4 | Dreyf MidCap Idx |
| Wells Fargo Adv Mid Cap Disciplined Inv (SMCDX) | 4 | Dreyf MidCap Idx |
| CRM Mid Cap Value Instl (CRIMX) | 3.9 | Dreyf MidCap Idx |
| T. Rowe Price Mid-Cap Value Adv (TAMVX) | 3.9 | Dreyf MidCap Idx |
| Columbia Acorn A (LACAX) | 3.8 | Dreyf MidCap Idx |
| Fidelity Value (FDVLX) | 3.8 | Dreyf MidCap Idx |
| Vanguard Selected Value (VASVX) | 3.8 | Dreyf MidCap Idx |
| Delaware American Services A (DASAX) | 3.7 | Dreyf MidCap Idx |
| Goldman Sachs Mid Cap Value C (GCMCX) | 3.7 | Dreyf MidCap Idx |
| Hennessy Cornerstone Growth (HFCGX) | 3.7 | Dreyf MidCap Idx |
| T. Rowe Price Mid-Cap Value R (RRMVX) | 3.7 | Dreyf MidCap Idx |
| ING Russia A (LETRX) | 30.7 | Schwab Intl Idx |
| U.S. Global Inv East Europe (EUROX) | 27.8 | Schwab Intl Idx |
| BlackRock Latin America I (MALTX) | 24.5 | Schwab Intl Idx |
| T. Rowe Price Latin America (PRLAX) | 24.2 | Schwab Intl Idx |
| T. Rowe Price Emerg Europe & Med (TREMX) | 23.7 | Schwab Intl Idx |
| Third Millennium Russia (TMRFX) | 23.6 | Schwab Intl Idx |
| AIM European Small Company A (ESMAX) | 23.2 | Schwab Intl Idx |
| BlackRock Latin America B (MBLTX) | 23 | Schwab Intl Idx |
| BlackRock Latin America C (MCLTX) | 23 | Schwab Intl Idx |
| Fidelity Latin America (FLATX) | 22.6 | Schwab Intl Idx |
| AIM European Small Company B (ESMBX) | 22.2 | Schwab Intl Idx |
| AIM European Small Company C (ESMCX) | 22.2 | Schwab Intl Idx |
| Eaton Vance Greater India A (ETGIX) | 21.9 | Schwab Intl Idx |
| Fidelity Adv Latin America A (FLTAX) | 21.6 | Schwab Intl Idx |
| Eaton Vance Greater India B (EMGIX) | 21.4 | Schwab Intl Idx |
| DFA Emerging Markets Value (DFEVX) | 20.9 | Schwab Intl Idx |
| Acadian Emerging Markets (AEMGX) | 20.6 | Schwab Intl Idx |
| Fidelity Adv Latin America C (FLACX) | 20.6 | Schwab Intl Idx |
| AIM International Emerging Growth A (IEGAX) | 18.9 | Schwab Intl Idx |
| DWS Latin America Equity S (SLAFX) | 18.9 | Schwab Intl Idx |
| Bernstein Emerg Markets (SNEMX) | 18.7 | Schwab Intl Idx |
| DWS Latin America Equity A (SLANX) | 18.6 | Schwab Intl Idx |
| AIM Intl Small Company B (IEGBX) | 18 | Schwab Intl Idx |
| GMO Emerging Markets III (GMOEX) | 17.7 | Schwab Intl Idx |
| Oppenheimer Developing Mkts A (ODMAX) | 17.1 | Schwab Intl Idx |
| Oppenheimer Intl Sm Co A (OSMAX) | 16.9 | Schwab Intl Idx |
| Driehaus Emerg Markets Growth (DREGX) | 16.7 | Schwab Intl Idx |
| Oppenheimer Developing Mkts N (ODVNX) | 16.7 | Schwab Intl Idx |
| Lazard Emerging Markt Instl (LZEMX) | 16.3 | Schwab Intl Idx |
| Oppenheimer Developing Mkts B (ODVBX) | 16.1 | Schwab Intl Idx |
| Oppenheimer Developing Mkts C (ODVCX) | 16.1 | Schwab Intl Idx |
| Lazard Emerging Market Open (LZOEX) | 16 | Schwab Intl Idx |
| Oppenheimer Intl Sm Co C (OSMCX) | 15.9 | Schwab Intl Idx |
| Quantitative Emerg Mkts Or (QFFOX) | 15.9 | Schwab Intl Idx |
| RS Emerging Markets A (GBEMX) | 15.6 | Schwab Intl Idx |
| DFA Continental Small Co (DFCSX) | 15.2 | Schwab Intl Idx |
| AIM Developing Markets A (GTDDX) | 14.4 | Schwab Intl Idx |
| Evergreen Emerging Markets Growth A (EMGAX) | 14.3 | Schwab Intl Idx |
| Pioneer Emerging Markets Y (PYEFX) | 14.3 | Schwab Intl Idx |
| Fidelity Emerging Markets (FEMKX) | 14.2 | Schwab Intl Idx |
| Harding Loevner Emerging Markets (HLEMX) | 14.2 | Schwab Intl Idx |
| Eaton Vance Asian Small Companies A (EVASX) | 14.1 | Schwab Intl Idx |
| T. Rowe Price Emerg Markets Stock (PRMSX) | 14.1 | Schwab Intl Idx |
| Excelsior Emerging Markets (UMEMX) | 14 | Schwab Intl Idx |
| SSgA Emerging Markets (SSEMX) | 14 | Schwab Intl Idx |
| DFA Intl Small Cap Value (DISVX) | 13.6 | Schwab Intl Idx |
| Morgan Stanley Instl Emerging Mkts A (MGEMX) | 13.6 | Schwab Intl Idx |
| Principal Inv Int Emerging Markets J (PIEJX) | 13.4 | Schwab Intl Idx |
| Pioneer Emerging Markets A (PEMFX) | 13.3 | Schwab Intl Idx |
| Managers Emerg Mkts Equity (MEMEX) | 13.2 | Schwab Intl Idx |
| T. Rowe Price Media & Tele (PRMTX) | 11.5 | Specialty-Commun |
| ICON Telecom & Utilities (ICTUX) | 4.3 | Specialty-Commun |
| GAMCO Global Telecomm AAA (GABTX) | 4.2 | Specialty-Commun |
| Franklin Global Commun A (FRGUX) | 3.1 | Specialty-Commun |
| Franklin Global Commun C (FRUTX) | 2.3 | Specialty-Commun |
| DWS Communications I (FLICX) | 1.4 | Specialty-Commun |
| DWS Communications A (TISHX) | 1.1 | Specialty-Commun |
| Fidelity Select Telecomm (FSTCX) | 1 | Specialty-Commun |
| Fidelity Select Brokerage & Investment (FSLBX) | 6.1 | Specialty-Financial |
| AXA Enterprise Global Finl Services Y (EGFYX) | 5.6 | Specialty-Financial |
| AXA Enterprise Global Finl Services A (EGFAX) | 5 | Specialty-Financial |
| AXA Enterprise Global Finl Services B (EGFBX) | 4.4 | Specialty-Financial |
| AXA Enterprise Global Finl Services C (EGFCX) | 4.4 | Specialty-Financial |
| Mutual Financial Services Z (TEFAX) | 4.2 | Specialty-Financial |
| Mutual Financial Services A (TFSIX) | 3.8 | Specialty-Financial |
| Mutual Financial Services C (TMFSX) | 3 | Specialty-Financial |
| ICON Financial (ICFSX) | 0.4 | Specialty-Financial |
| Jennison Health Sciences Z (PHSZX) | 10.2 | Specialty-Health |
| Jennison Health Sciences A (PHLAX) | 9.9 | Specialty-Health |
| Blackrock Health Sciences Ops Inv A (SHSAX) | 9.3 | Specialty-Health |
| Jennison Health Sciences B (PHLBX) | 9 | Specialty-Health |
| Jennison Health Sciences C (PHLCX) | 9 | Specialty-Health |
| Blackrock Health Sciences Ops Inv C (SHSCX) | 8.5 | Specialty-Health |
| Vanguard Health Care Adm (VGHAX) | 5.5 | Specialty-Health |
| Vanguard Health Care (VGHCX) | 5.4 | Specialty-Health |
| Hartford Global Health Y (HGHYX) | 5 | Specialty-Health |
| Evergreen Health Care I (EHCYX) | 4.8 | Specialty-Health |
| U.S. Global Inv World Prec Min (UNWPX) | 13.7 | Specialty-Metals |
| U.S. Global Inv Gold Shares (USERX) | 8.6 | Specialty-Metals |
| Evergreen Precious Metals I (EKWYX) | 5.6 | Specialty-Metals |
| USAA Precious Metals & Min (USAGX) | 5.4 | Specialty-Metals |
| Van Eck Intl Invest Gold A (INIVX) | 5.4 | Specialty-Metals |
| Evergreen Precious Metals A (EKWAX) | 5.2 | Specialty-Metals |
| Midas (MIDSX) | 4.9 | Specialty-Metals |
| Evergreen Precious Metals B (EKWBX) | 4.2 | Specialty-Metals |
| Evergreen Precious Metals C (EKWCX) | 4.2 | Specialty-Metals |
| Tocqueville Gold (TGLDX) | 3.4 | Specialty-Metals |
| U.S. Global Inv Global Res (PSPFX) | 15.1 | Specialty-NatRes |
| Jennison Natural Resources Z (PNRZX) | 10.7 | Specialty-NatRes |
| Jennison Natural Resources A (PGNAX) | 10.3 | Specialty-NatRes |
| Jennison Natural Resources B (PRGNX) | 9.3 | Specialty-NatRes |
| Jennison Natural Resources C (PNRCX) | 9.3 | Specialty-NatRes |
| ProFunds UltraSector Oil & Gas Inv (ENPIX) | 7.1 | Specialty-NatRes |
| Van Eck Global Hard Assets A (GHAAX) | 6.4 | Specialty-NatRes |
| ProFunds UltraSector Oil & Gas Svc (ENPSX) | 5.9 | Specialty-NatRes |
| Vanguard Energy Adm (VGELX) | 5.9 | Specialty-NatRes |
| Vanguard Energy (VGENX) | 5.8 | Specialty-NatRes |
| Morgan Stanley Instl Intl Real Est A (MSUAX) | 10.4 | Specialty-RealEst |
| Strategic Partners Real Est Secs A (PURAX) | 5 | Specialty-RealEst |
| ProFunds Real Estate UltraSector Inv (REPIX) | 4.6 | Specialty-RealEst |
| Alpine Intl Real Estate (EGLRX) | 4 | Specialty-RealEst |
| Strategic Partners Real Est Secs B (PURBX) | 4 | Specialty-RealEst |
| ProFunds Real Estate UltraSector Svc (REPSX) | 3.3 | Specialty-RealEst |
| AIM Real Estate A (IARAX) | 2.9 | Specialty-RealEst |
| Morgan Stanley Instl U.S. Real Est A (MSU.S.X) | 2.9 | Specialty-RealEst |
| Cohen & Steers Realty Shares Instl (CSRIX) | 2.8 | Specialty-RealEst |
| AIM Real Estate Inv (REINX) | 2.7 | Specialty-RealEst |
| Jacob Internet (JAMFX) | 21.1 | Specialty-Tech |
| Matthews Asian Technology (MATFX) | 13.7 | Specialty-Tech |
| Columbia Technology Z (CMTFX) | 11 | Specialty-Tech |
| Columbia Technology C (CTHCX) | 9.9 | Specialty-Tech |
| Waddell & Reed Adv Science Y (USTFX) | 7.7 | Specialty-Tech |
| Ivy Science & Technology Y (WSTYX) | 7.5 | Specialty-Tech |
| Waddell & Reed Adv Science A (UNSCX) | 7.2 | Specialty-Tech |
| Ivy Science & Technology C (WSTCX) | 6.3 | Specialty-Tech |
| Fidelity Select Software & Comp (FSCSX) | 6.1 | Specialty-Tech |
| Seligman Commun & Info A (SLMCX) | 6 | Specialty-Tech |
| Jennison Utility Z (PRUZX) | 6.5 | Specialty-Utilities |
| Jennison Utility A (PRUAX) | 6.3 | Specialty-Utilities |
| Jennison Utility B (PRUTX) | 5.4 | Specialty-Utilities |
| Jennison Utility C (PCUFX) | 5.4 | Specialty-Utilities |
| Eaton Vance Utilities A (EVTMX) | 4.5 | Specialty-Utilities |
| MFS Utilities I (MMUIX) | 4.5 | Specialty-Utilities |
| MFS Utilities A (MMUFX) | 4.3 | Specialty-Utilities |
| Evergreen Utility & Telecomm I (EVUYX) | 3.9 | Specialty-Utilities |
| Eaton Vance Utilities B (EMTMX) | 3.6 | Specialty-Utilities |
| Eaton Vance Utilities C (ECTMX) | 3.6 | Specialty-Utilities |
| Kinetics Paradigm (WWNPX) | 14 | Vang 500 Idx |
| Kinetics Paradigm Adv A (KNPAX) | 13.6 | Vang 500 Idx |
| Hodges (HDPMX) | 12.3 | Vang 500 Idx |
| CGM Focus (CGMFX) | 11.2 | Vang 500 Idx |
| Janus Contrarian (JSVAX) | 9.8 | Vang 500 Idx |
| Nuveen NWQ Multi Cap Value R (NQVRX) | 9.7 | Vang 500 Idx |
| Fairholme (FAIRX) | 9.5 | Vang 500 Idx |
| Nuveen NWQ Multi Cap Value A (NQVAX) | 9.4 | Vang 500 Idx |
| Third Avenue Value (TAVFX) | 8.8 | Vang 500 Idx |
| Nuveen NWQ Multi Cap Value B (NQVBX) | 8.5 | Vang 500 Idx |
| Nuveen NWQ Multi Cap Value C (NQVCX) | 8.5 | Vang 500 Idx |
| Columbia Marsico 21st Century Z (NMYAX) | 8.4 | Vang 500 Idx |
| Columbia Marsico 21st Century A (NMTAX) | 8.2 | Vang 500 Idx |
| Marsico 21st Century (MXXIX) | 8.1 | Vang 500 Idx |
| Allianz NFJ Dividend Value Instl (NFJEX) | 7.8 | Vang 500 Idx |
| Amana Income (AMANX) | 7.8 | Vang 500 Idx |
| LSV Value Equity (LSVEX) | 7.7 | Vang 500 Idx |
| RiverSource Diversified Equity Income A (INDZX) | 7.7 | Vang 500 Idx |
| Diamond Hill Focus Long-Short A (DIAMX) | 7.6 | Vang 500 Idx |
| Hartford Cap Apprec HLS IA (HIACX) | 7.5 | Vang 500 Idx |
| Columbia Marsico 21st Century B (NMTBX) | 7.3 | Vang 500 Idx |
| Columbia Marsico 21st Century C (NMYCX) | 7.3 | Vang 500 Idx |
| Allianz NFJ Dividend Value A (PNEAX) | 7.2 | Vang 500 Idx |
| Allianz NFJ Dividend Value D (PEIDX) | 7.2 | Vang 500 Idx |
| Hartford Cap Apprec HLS IB (HIBCX) | 7.2 | Vang 500 Idx |
| Pioneer Cullen Value (CVFCX) | 7.2 | Vang 500 Idx |
| BlackRock Large Cap Val I (MALVX) | 7 | Vang 500 Idx |
| Fidelity Select Industrials (FCYIX) | 7 | Vang 500 Idx |
| Heartland Select Value (HRSVX) | 7 | Vang 500 Idx |
| RiverSource Diversified Equity Income B (IDEBX) | 6.8 | Vang 500 Idx |
| BlackRock Large Cap Val A (MDLVX) | 6.7 | Vang 500 Idx |
| RiverSource Diversified Equity Income C (ADECX) | 6.7 | Vang 500 Idx |
| DFA U.S. Large Cap Value II (DFCVX) | 6.6 | Vang 500 Idx |
| American Beacon Large Cap Value AMR (AAGAX) | 6.5 | Vang 500 Idx |
| Dodge & Cox Stock (DODGX) | 6.5 | Vang 500 Idx |
| First Source Income Equity (FMIEX) | 6.5 | Vang 500 Idx |
| Allianz NFJ Dividend Value B (PNEBX) | 6.4 | Vang 500 Idx |
| Amana Growth (AMAGX) | 6.4 | Vang 500 Idx |
| DFA U.S. Large Cap Value (DFLVX) | 6.4 | Vang 500 Idx |
| Allianz NFJ Large Cap Value A (PNBAX) | 6.3 | Vang 500 Idx |
| Fidelity Adv Industrials C (FCLCX) | 6.3 | Vang 500 Idx |
| Tocqueville (TOCQX) | 6.3 | Vang 500 Idx |
| American Beacon Large Cap Value Ins (AADEX) | 6.2 | Vang 500 Idx |
| Hartford Cap Apprec A (ITHAX) | 6.1 | Vang 500 Idx |
| ING Corporate Leaders B (LEXCX) | 6.1 | Vang 500 Idx |
| JHancock Classic Value A (PZFVX) | 6.1 | Vang 500 Idx |
| Mutual Qualified Z (MQIFX) | 6 | Vang 500 Idx |
| American Beacon Large Cap Value Plan Ahd (AAGPX) | 5.9 | Vang 500 Idx |
| BlackRock Equity Dividend I (MADVX) | 5.9 | Vang 500 Idx |
| Leuthold Select Industries (LSLTX) | 5.9 | Vang 500 Idx |
| Bruce (BRUFX) | 20.8 | Vang Bal Idx |
| Permanent Portfolio (PRPFX) | 6.3 | Vang Bal Idx |
| Leuthold Core Investment (LCORX) | 5.9 | Vang Bal Idx |
| FPA Crescent (FPACX) | 5.5 | Vang Bal Idx |
| T. Rowe Price Capital Apprec (PRWCX) | 5.3 | Vang Bal Idx |
| Franklin Income Adv (FRIAX) | 4.8 | Vang Bal Idx |
| Franklin Income A (FKINX) | 4.6 | Vang Bal Idx |
| Franklin Income B1 (FICBX) | 4 | Vang Bal Idx |
| Franklin Income C (FCISX) | 4 | Vang Bal Idx |
| American Funds Income Fund A (AMECX) | 3.9 | Vang Bal Idx |
| Dodge & Cox Balanced (DODBX) | 3.8 | Vang Bal Idx |
| Goldman Sachs Growth & Inc Str A (GOIAX) | 3.7 | Vang Bal Idx |
| Franklin Income B (FBICX) | 3.6 | Vang Bal Idx |
| Fidelity Balanced (FBALX) | 3.5 | Vang Bal Idx |
| Manning & Napier Pro-Blend Extended A (MNBAX) | 3.3 | Vang Bal Idx |
| Russell LifePoints Growth Strat E (RALEX) | 3.2 | Vang Bal Idx |
| Russell LifePoints Agg Strat A (RALAX) | 3.1 | Vang Bal Idx |
| American Funds Income Fund B (IFABX) | 3 | Vang Bal Idx |
| American Funds Income Fund C (IFACX) | 3 | Vang Bal Idx |
| Greenspring (GRSPX) | 2.9 | Vang Bal Idx |
| Oakmark Equity & Income I (OAKBX) | 2.9 | Vang Bal Idx |
| Russell LifePoints Agg Strat R3 (RALDX) | 2.9 | Vang Bal Idx |
| Goldman Sachs Growth & Inc Str B (GOIBX) | 2.8 | Vang Bal Idx |
| Goldman Sachs Growth & Inc Str C (GOICX) | 2.8 | Vang Bal Idx |
| Value Line Income & Growth (VALIX) | 2.8 | Vang Bal Idx |
| American Beacon Bal Plan Ahd (AABPX) | 2.6 | Vang Bal Idx |
| Oakmark Equity & Income II (OARBX) | 2.6 | Vang Bal Idx |
| Principal Inv 2030 A (PTCAX) | 2.6 | Vang Bal Idx |
| Vanguard Wellington Adm (VWENX) | 2.6 | Vang Bal Idx |
| Franklin Templeton Growth Target A (FGTIX) | 2.5 | Vang Bal Idx |
| Vanguard Wellington (VWELX) | 2.5 | Vang Bal Idx |
| AFBA Five Star Balanced I (AFBAX) | 2.4 | Vang Bal Idx |
| Vanguard LifeStrat Growth (VASGX) | 2.4 | Vang Bal Idx |
| MainStay Balanced I (MBAIX) | 2.3 | Vang Bal Idx |
| T. Rowe Price Pers Str Bal (TRPBX) | 2.3 | Vang Bal Idx |
| USAA Cornerstone Strategy (USCRX) | 2.3 | Vang Bal Idx |
| Barclays Global Inv LP 2040 (STLEX) | 2.2 | Vang Bal Idx |
| Buffalo Balanced (BUFBX) | 2.2 | Vang Bal Idx |
| Principal Inv LifeTime 2030 Adv Sel (PTCNX) | 2.2 | Vang Bal Idx |
| Principal Inv LifeTime 2030 J (PLTJX) | 2.2 | Vang Bal Idx |
| Principal Inv LifeTime 2040 Adv Sel (PTDNX) | 2.2 | Vang Bal Idx |
| Principal Inv LifeTime 2050 Adv Sel (PTENX) | 2.2 | Vang Bal Idx |
| Van Kampen Equity and Income A (ACEIX) | 2.1 | Vang Bal Idx |
| Principal Inv LifeTime 2020 Adv Sel (PTBNX) | 2 | Vang Bal Idx |
| Principal Inv LifeTime 2020 J (PLFJX) | 2 | Vang Bal Idx |
| Principal Inv LifeTime 2040 J (PTDJX) | 2 | Vang Bal Idx |
| RiverSource Strategic Allocation A (IMRFX) | 1.9 | Vang Bal Idx |
| Russell LifePoints Bal Strat E (RBLEX) | 1.9 | Vang Bal Idx |
| Fidelity Freedom 2040 (FFFFX) | 1.8 | Vang Bal Idx |
| Mairs & Power Balanced (MAPOX) | 1.8 | Vang Bal Idx |
| Schneider Small Cap Value (SCMVX) | 10.9 | Vang SmCap Idx |
| Royce Value Plus Service (RYVPX) | 9 | Vang SmCap Idx |
| Pacific Advisors Small Cap A (PASMX) | 8.7 | Vang SmCap Idx |
| Gartmore Small Cap A (GSXAX) | 8.1 | Vang SmCap Idx |
| Keeley Small Cap Value (KSCVX) | 8.1 | Vang SmCap Idx |
| Gartmore Small Cap C (GSXCX) | 7.3 | Vang SmCap Idx |
| DFA U.S. Small Cap Value II (DFAVX) | 6.7 | Vang SmCap Idx |
| n/i Numeric Inv Small Cap Val (NISVX) | 6.6 | Vang SmCap Idx |
| DFA U.S. Small Cap Value (DFSVX) | 6.4 | Vang SmCap Idx |
| DFA US Sm XM Value (DFFVX) | 5.7 | Vang SmCap Idx |
| Royce Value Service (RYVFX) | 5.6 | Vang SmCap Idx |
| DWS Dreman Small Cap Value A (KDSAX) | 5.5 | Vang SmCap Idx |
| Lord Abbett Small-Cap Value Y (LRSYX) | 5.5 | Vang SmCap Idx |
| STI Classic Small Cap Value Equity I (SCETX) | 5.4 | Vang SmCap Idx |
| Allianz NFJ Small Cap Value Instl (PSVIX) | 5.3 | Vang SmCap Idx |
| Pacific Cap Small Cap Y (PSCYX) | 5.2 | Vang SmCap Idx |
| Security Mid Cap Value A (SEVAX) | 5.2 | Vang SmCap Idx |
| Lord Abbett Small-Cap Value A (LRSCX) | 5.1 | Vang SmCap Idx |
| Artisan Small Cap Value (ARTVX) | 5 | Vang SmCap Idx |
| Lord Abbett Small-Cap Value P (LRSPX) | 5 | Vang SmCap Idx |
| Pacific Cap Small Cap A (PCSAX) | 4.9 | Vang SmCap Idx |
| Allianz NFJ Small Cap Value Adm (PVADX) | 4.8 | Vang SmCap Idx |
| Allianz NFJ Small Cap Value A (PCVAX) | 4.7 | Vang SmCap Idx |
| STI Classic Small Cap Value Equity C (STCEX) | 4.7 | Vang SmCap Idx |
| Target Small Cap Value (TASVX) | 4.7 | Vang SmCap Idx |
| DWS Dreman Small Cap Value C (KDSCX) | 4.6 | Vang SmCap Idx |
| Dreyfus Premier Enterprise A (DPMGX) | 4.5 | Vang SmCap Idx |
| DWS Dreman Small Cap Value B (KDSBX) | 4.4 | Vang SmCap Idx |
| Lord Abbett Small-Cap Value B (LRSBX) | 4.4 | Vang SmCap Idx |
| Lord Abbett Small-Cap Value C (LSRCX) | 4.4 | Vang SmCap Idx |
| Security Mid Cap Value B (SVSBX) | 4.3 | Vang SmCap Idx |
| Allianz NFJ Small Cap Value B (PCVBX) | 3.9 | Vang SmCap Idx |
| Allianz NFJ Small Cap Value C (PCVCX) | 3.9 | Vang SmCap Idx |
| Franklin MicroCap Value A (FRMCX) | 3.9 | Vang SmCap Idx |
| Northern Small Cap Value (NOSGX) | 3.8 | Vang SmCap Idx |
| TA IDEX Transamerica Small/Mid Cap Value A (IIVAX) | 3.7 | Vang SmCap Idx |
| Dreyfus Premier Enterprise B (DMCGX) | 3.6 | Vang SmCap Idx |
| Dreyfus Premier Enterprise C (DMCCX) | 3.6 | Vang SmCap Idx |
| Tamarack Micro Cap Value S (TMVSX) | 3.6 | Vang SmCap Idx |
| Franklin Small Cap Value Adv (FVADX) | 3.4 | Vang SmCap Idx |
| ProFunds UltraSmall Cap Inv (UAPIX) | 3.4 | Vang SmCap Idx |
| Strategic Partners Small Cap Value A (PZVAX) | 3.3 | Vang SmCap Idx |
| Undiscovered Mgrs Behav Value Instl (UBVLX) | 3.3 | Vang SmCap Idx |
| William Blair Small Cap Growth I (WBSIX) | 3.3 | Vang SmCap Idx |
| Tamarack Micro Cap Value A (TMVAX) | 3.2 | Vang SmCap Idx |
| Aston/TAMRO Small Cap N (ATASX) | 3.1 | Vang SmCap Idx |
| Principal Inv Small Cap Value J (PSVJX) | 3.1 | Vang SmCap Idx |
| Royce Micro-Cap Inv (RYOTX) | 3.1 | Vang SmCap Idx |
| Delaware Small Cap Value I (DEVIX) | 3 | Vang SmCap Idx |
| Evergreen Special Value A (ESPAX) | 3 | Vang SmCap Idx |