[Back to Highlights and Commentary page]


The Best and Worst of 1999
[3-ALARM funds for all of 1999 (table immediately below) | NO-ALARM funds for all of 1999]


The following funds were 3-ALARM for all of 1999.
The funds are listed alphabetically.
Specialty funds have been omitted, due to a change in benchmark during the year.
The indicated benchmark (column 2) is the current benchmark. .
AARP Balanced Stock & Bond (ABSBX) Vang Bal Idx
AARP Growth & Income (AGIFX) Vang 500 Idx
Accessor Value Adv (AVAIX) Vang 500 Idx
Addison Capital Shares (ADCSX) Vang 500 Idx
Aetna Growth & Income I (AEGIX) Vang 500 Idx
AIM Adv Flex C (IAFCX) Vang 500 Idx
AIM Adv Large Cap Value C (IAECX) Vang 500 Idx
Alliance Growth Investors A (AGIAX) Vang 500 Idx
American Cent Balanced Inv (TWBIX) Vang Bal Idx
American Heritage (AHERX) Schwab Intl Idx
American Mutual (AMRMX) Vang 500 Idx
Aquinas Equity Income (AQEIX) Vang 500 Idx
AXP Discovery A (INDYX) Dreyf MidCap Idx
AXP Diversified Equity-Inc A (INDZX) Vang 500 Idx
AXP Equity Value B (INEGX) Vang 500 Idx
AXP Managed Allocation A (IMRFX) Vang Bal Idx
AXP Mutual A (INMUX) Vang Bal Idx
AXP Progressive A (INPRX) Dreyf MidCap Idx
AXP Stock A (INSTX) Vang 500 Idx
Babson Enterprise (BABEX) Vang SmCap Idx
Babson Growth (BABSX) Vang 500 Idx
Babson Value (BVALX) Vang 500 Idx
Babson-Stewart Ivory Intl (BAINX) Schwab Intl Idx
Barclays Global Inv S&P 500 (WFSPX) Vang 500 Idx
BB&T Growth & Inc Stock Tr (BBISX) Vang 500 Idx
Berwyn (BERWX) Vang SmCap Idx
Berwyn Income (BERIX) Vang Bal Idx
BlackRock Index Equity Inv A (CIEAX) Vang 500 Idx
BlackRock Large Cap Value Inst (PNVEX) Vang 500 Idx
BlackRock Large Cap Value Inv A (PNVIX) Vang 500 Idx
BlackRock Select Equity Inst (PNEIX) Vang 500 Idx
BlackRock Select Equity Inv A (CEIAX) Vang 500 Idx
BNY Hamilton Equity-Inc Inv (BNEIX) Vang 500 Idx
Boston 1784 Growth & Income (SEGWX) Vang 500 Idx
Brinson Global (ex-US) Equity I (BNUEX) Schwab Intl Idx
BT Investment Equity 500 Index (BTIEX) Vang 500 Idx
BT Investment Lifecycle Mid (BTLRX) Vang Bal Idx
Calvert Social Inv Bal A (CSIFX) Vang Bal Idx
Capital Income Builder (CAIBX) Vang Bal Idx
Chase Vista Capital Growth A (VCAGX) Dreyf MidCap Idx
Chase Vista Capital Growth B (VCGBX) Dreyf MidCap Idx
Chase Vista Equity Income A (VEQIX) Vang 500 Idx
Chase Vista Growth & Inc A (VGRIX) Vang 500 Idx
Chase Vista Growth & Inc B (VINBX) Vang 500 Idx
CitiFunds Balanced A (CFBPX) Vang Bal Idx
Clipper (CFIMX) Vang 500 Idx
Clover Equity Value (CCEVX) Dreyf MidCap Idx
Comstock Partners Cap Value B (DCVBX) Schwab Intl Idx
Concert Investment Growth & Inc 1 (CGINX) Vang 500 Idx
Consulting Group Large Cap Val (TLVUX) Vang 500 Idx
Copley (COPLX) Vang 500 Idx
Countrywide Equity A (CEQAX) Vang 500 Idx
Cutler Core (CEIFX) Vang 500 Idx
Cutler Value (CALEX) Vang 500 Idx
Davis NY Venture A (NYVTX) Vang 500 Idx
Delaware Balanced A (DELFX) Vang Bal Idx
Delaware Decatur Equity Inc A (DELDX) Vang 500 Idx
Delaware Decatur Equity Inc Inst (DEDIX) Vang 500 Idx
Delaware Devon A (DDGAX) Vang 500 Idx
Delaware Growth & Income A (DEDTX) Vang 500 Idx
DFA Intl High Book to Market (DFHBX) Schwab Intl Idx
DFA U.S. Large Cap Value (DFLVX) Vang 500 Idx
DFA U.S. Large Company (DFLCX) Vang 500 Idx
Dreyfus Balanced (DRBAX) Vang Bal Idx
Dreyfus Basic S&P 500 Stock (DSPIX) Vang 500 Idx
Dreyfus Disc Stock (DDSTX) Vang 500 Idx
Dreyfus Growth & Income (DGRIX) Vang 500 Idx
Dreyfus Large Company Value (DLCVX) Vang 500 Idx
Dreyfus Premier Core Value A (DCVIX) Vang 500 Idx
Dreyfus Premier Value A (DRSIX) Vang 500 Idx
Dreyfus S&P 500 Index (PEOPX) Vang 500 Idx
Eaton Vance Balanced A (EVIFX) Vang Bal Idx
Eaton Vance Growth & Inc A (EHSTX) Vang 500 Idx
Eclipse Balanced (EBALX) Vang Bal Idx
Elite Growth & Income (ELGIX) Vang 500 Idx
Evergreen Balanced B (EKBBX) Vang Bal Idx
Evergreen Equity Income B (EKTBX) Vang 500 Idx
Evergreen Value A (EGVAX) Vang 500 Idx
Fairmont (FAIMX) Vang SmCap Idx
FBP Contrarian Equity (FBPEX) Vang 500 Idx
Federated American Leaders A (FALDX) Vang 500 Idx
Federated American Leaders C (FALCX) Vang 500 Idx
Federated American Leaders F (FALFX) Vang 500 Idx
Federated Equity-Income A (LEIFX) Vang 500 Idx
Federated Equity-Income C (LEICX) Vang 500 Idx
Federated Max-Cap Instl (FISPX) Vang 500 Idx
Federated Max-Cap Instl Svc (FMXSX) Vang 500 Idx
Federated Mini-Cap Instl (FMCPX) Vang SmCap Idx
Federated Stock & Bond A (FSTBX) Vang Bal Idx
Federated Stock (FSTKX) Vang 500 Idx
Fidelity Adv Balanced T (FAIGX) Vang Bal Idx
Fidelity Adv Equity Inc Instl (EQPIX) Vang 500 Idx
Fidelity Adv Equity Inc T (FEIRX) Vang 500 Idx
Fidelity Adv Growth Oppty T (FAGOX) Vang 500 Idx
Fidelity Asset Manager: Inc (FASIX) Vang Bal Idx
Fidelity Destiny I (FDESX) Vang 500 Idx
Fidelity Equity-Income (FEQIX) Vang 500 Idx
Fidelity Equity-Income II (FEQTX) Vang 500 Idx
Fidelity Exchange (FDLEX) Vang 500 Idx
Fidelity Growth & Income (FGRIX) Vang 500 Idx
Fidelity Puritan (FPURX) Vang Bal Idx
Fidelity Small Cap Selector (FDSCX) Vang SmCap Idx
Fidelity Spartan Market Index (FSMKX) Vang 500 Idx
Fidelity Spartan U.S. Eq Index (FUSEX) Vang 500 Idx
First American Mid Cap Value A (FASEX) Dreyf MidCap Idx
First Omaha Equity (FOEQX) Vang 500 Idx
Firstar Growth & Income Inst (FIGCX) Vang 500 Idx
Firstar Special Growth Instl (FISGX) Dreyf MidCap Idx
Firstar Stellar Rel Value A (SRVFX) Vang 500 Idx
Founders Balanced (FRINX) Vang Bal Idx
Founders Growth and Income (FRMUX) Vang 500 Idx
FPA Paramount (FPRAX) Vang SmCap Idx
Franklin Growth A (FKGRX) Vang 500 Idx
Franklin Income A (FKINX) Vang Bal Idx
Franklin Rising Dividends A (FRDPX) Dreyf MidCap Idx
Fremont Growth (FEQFX) Vang 500 Idx
Gabelli Equity-Income (GABEX) Vang 500 Idx
Gabelli Mathers (MATRX) Vang Bal Idx
Gabelli Westwood Equity Ret (WESWX) Vang 500 Idx
Galaxy Equity Income Ret A (GAEIX) Vang 500 Idx
Galaxy Equity Value Ret A (GALEX) Vang 500 Idx
Galaxy Growth & Inc Ret A (SGIEX) Vang 500 Idx
Galaxy II Large Co Index Ret (ILCIX) Vang 500 Idx
George Putnam of Boston A (PGEOX) Vang Bal Idx
George Putnam of Boston B (PGEBX) Vang Bal Idx
GMO International Core III (GMOIX) Schwab Intl Idx
GMO U.S. Core III (GMCTX) Vang 500 Idx
Goldman Sachs Growth & Inc A (GSGRX) Vang 500 Idx
Greenspring (GRSPX) Vang Bal Idx
Growth Fund of Washington (GRWAX) Vang 500 Idx
Hancock Core Equity A (JHDCX) Vang 500 Idx
Hancock Sovereign Investor A (SOVIX) Vang 500 Idx
Hancock Sovereign Investor B (SOVBX) Vang 500 Idx
Harbor Value (HAVLX) Vang 500 Idx
Haven (HAVEX) Vang 500 Idx
Heartland Value Plus (HRVIX) Vang Bal Idx
HighMark Balanced Fid (HMBAX) Vang Bal Idx
HighMark Balanced Ret A (HMBRX) Vang Bal Idx
HighMark Income Equity Fid (HMIEX) Vang 500 Idx
HighMark Value Momentum Fid (HMVMX) Vang 500 Idx
Homestead Value (HOVLX) Vang 500 Idx
Hotchkis & Wiley Balanced (HWBAX) Vang Bal Idx
Hotchkis & Wiley Equity-Inc (HWEQX) Vang 500 Idx
Hotchkis & Wiley Small Cap (HWSCX) Vang SmCap Idx
IAI Growth & Income (IASKX) Vang 500 Idx
IAI International (IAINX) Schwab Intl Idx
IAI Regional (IARGX) Vang 500 Idx
Income Fund of America (AMECX) Vang Bal Idx
Invesco Equity Income (FIIIX) Vang 500 Idx
Invesco Value Equity (FSEQX) Vang 500 Idx
Investment Company of America (AIVSX) Vang 500 Idx
Ivy Growth with Income A (IVYIX) Vang 500 Idx
Ivy Growth with Income B (IGIBX) Vang 500 Idx
JP Morgan Instl Intl Equity (JNUSX) Schwab Intl Idx
JP Morgan Intl Equity (PPIEX) Schwab Intl Idx
Kemper Contrarian A (KDCAX) Vang 500 Idx
Kemper Value S (SCVAX) Vang 500 Idx
Kemper-Dreman High Ret Equity A (KDHAX) Vang 500 Idx
Kent Growth & Income Instl (KNVEX) Vang 500 Idx
Kent Growth & Income Investment (KNVIX) Vang 500 Idx
Kent Index Equity Instl (KNIEX) Vang 500 Idx
Lazard Equity Instl (LZEQX) Vang 500 Idx
Legg Mason Total Return Prim (LMTRX) Vang 500 Idx
Lexington Corporate Leaders (LEXCX) Vang 500 Idx
Lexington Growth & Income (LEXRX) Vang 500 Idx
Liberty-Colonial A (COLFX) Vang Bal Idx
Liberty-Colonial B (CCFBX) Vang Bal Idx
Liberty-Colonial US Grth & Inc A (CFGAX) Vang 500 Idx
Liberty-Colonial US Grth & Inc B (CFGBX) Vang 500 Idx
Liberty-CrabbeHuson Eq A (CHEYX) Vang 500 Idx
Liberty-CrabbeHuson Spec A (CHSPX) Vang SmCap Idx
Lindner Asset All Inv (LDDVX) Vang Bal Idx
Lindner Large-Cap Inv (LDNRX) Dreyf MidCap Idx
Lord Abbett Affiliated A (LAFFX) Vang 500 Idx
Lord Abbett Large-Cap Res A (LRLCX) Vang 500 Idx
Lord Abbett Mid-Cap Value A (LAVLX) Dreyf MidCap Idx
MainStay Instl Indx Eq Inst (NIIEX) Vang 500 Idx
MainStay Instl Value Eq Inst (NIVEX) Vang 500 Idx
MainStay Value B (MKVAX) Vang 500 Idx
Mairs & Power Growth (MPGFX) Vang 500 Idx
Managers Income Equity (MGIEX) Vang 500 Idx
Marshall Equity-Income Y (MREIX) Vang 500 Idx
Marshall Mid-Cap Value Y (MRVEX) Dreyf MidCap Idx
MAS Value Instl (MPVLX) Vang 500 Idx
Megatrends (MEGAX) Vang 500 Idx
Mercantile Balanced Inv A (ARBLX) Vang Bal Idx
Mercantile Growth & Inc Eqty Inv A (ARCAX) Vang 500 Idx
Meridian (MERDX) Dreyf MidCap Idx
Merrill Lynch Basic Value A (MABAX) Vang 500 Idx
Merrill Lynch Basic Value B (MBBAX) Vang 500 Idx
Merrill Lynch Capital A (MACPX) Vang Bal Idx
Merrill Lynch Capital B (MBCPX) Vang Bal Idx
Merrill Lynch Strat Div B (MBDVX) Vang 500 Idx
Merriman Growth & Income (MTBCX) Vang 500 Idx
MFS Massachusetts Inv A (MITTX) Vang 500 Idx
MFS Massachusetts Inv B (MITBX) Vang 500 Idx
MFS Total Return A (MSFRX) Vang Bal Idx
MFS Total Return B (MTRBX) Vang Bal Idx
MFS Union Standard Equity I (MUSEX) Vang 500 Idx
Montgomery Growth R (MNGFX) Vang 500 Idx
Montgomery Intl Small Cap R (MNISX) Schwab Intl Idx
MSDW Dividend Growth Secs B (DIVBX) Vang 500 Idx
MSDW Val-Add Mkt Eqty B (VADBX) Vang 500 Idx
Munder Index 500 A (MUXAX) Vang 500 Idx
Mutual Qualified Z (MQIFX) Dreyf MidCap Idx
Mutual Shares Z (MUTHX) Vang 500 Idx
Nations Balanced Assets Inv A (NBAIX) Vang Bal Idx
Nations Equity-Income Prim A (NEQUX) Vang 500 Idx
Nations Equity-Index Prim A (NINDX) Vang 500 Idx
Nations Value Prim A (NVLUX) Vang 500 Idx
Nationwide Growth D (MUIGX) Vang 500 Idx
Neuberger Berman Guardian (NGUAX) Vang 500 Idx
Neuberger Berman Guardian Tr (NBGTX) Vang 500 Idx
Neuberger Berman Partners (NPRTX) Vang 500 Idx
Neuberger Berman Partners Tr (NBPTX) Vang 500 Idx
New England Balanced A (NEFBX) Vang Bal Idx
New England Balanced B (NEBBX) Vang Bal Idx
New England Grow and Inc A (NEFOX) Vang 500 Idx
New England Growth and Inc B (NEGBX) Vang 500 Idx
New England Value A (NEFVX) Vang 500 Idx
New England Value B (NEVBX) Vang 500 Idx
Nicholas (NICSX) Vang 500 Idx
North American Equity Inc C (NAGTX) Vang 500 Idx
Northern Instl Equity Index A (BEIAX) Vang 500 Idx
Oak Value (OAKVX) Vang 500 Idx
Oakmark I (OAKMX) Vang 500 Idx
One Group Divers Mid Cap A (PECAX) Dreyf MidCap Idx
One Group Divers Mid Cap I (WOOPX) Dreyf MidCap Idx
One Group Equity Income A (OIEIX) Vang 500 Idx
One Group Equity Income B (OGIBX) Vang 500 Idx
One Group Equity Income I (HLIEX) Vang 500 Idx
One Group Equity Index A (OGEAX) Vang 500 Idx
One Group Equity Index B (OGEIX) Vang 500 Idx
One Group Equity Index I (HLEIX) Vang 500 Idx
One Group Large Cap Value I (HLQVX) Vang 500 Idx
One Group Mid Cap Value A (OGDIX) Dreyf MidCap Idx
One Group Mid Cap Value B (OGDBX) Dreyf MidCap Idx
One Group Mid Cap Value I (HLDEX) Dreyf MidCap Idx
Oppenheimer Capital Income B (OPEBX) Vang Bal Idx
Oppenheimer Discip Alloc A (CNMTX) Vang Bal Idx
Oppenheimer Discip Value A (CGRWX) Vang 500 Idx
Oppenheimer Main St Growth & Inc C (MIGCX) Vang 500 Idx
Oppenheimer Multiple Strat C (OASCX) Vang Bal Idx
Oppenheimer Quest Opport A (QVOPX) Vang 500 Idx
Oppenheimer Quest Opport B (QOPBX) Vang 500 Idx
Oppenheimer Quest Opport C (QOPCX) Vang 500 Idx
Oppenheimer Quest Sm Cap A (QVSCX) Vang SmCap Idx
Oppenheimer Quest Sm Cap B (QSCBX) Vang SmCap Idx
Oppenheimer Quest Sm Cap C (QSCCX) Vang SmCap Idx
Oppenheimer Quest Value A (QFVFX) Vang 500 Idx
Oppenheimer Quest Value B (QFVBX) Vang 500 Idx
Oppenheimer Total Return A (OPTRX) Vang 500 Idx
Oppenheimer Total Return B (OTRBX) Vang 500 Idx
Pacific Advisors Balanced A (PAABX) Vang Bal Idx
PaineWebber Growth & Inc A (PDGAX) Vang 500 Idx
PaineWebber Growth & Inc B (PDGBX) Vang 500 Idx
PaineWebber Small Cap B (PSCBX) Vang SmCap Idx
PaineWebber Tactical Alloc A (PWTAX) Vang 500 Idx
PaineWebber Tactical Alloc C (KPAAX) Vang 500 Idx
Papp Stock (LRPSX) Vang 500 Idx
Parkstone Equity Income Instl (PKHEX) Vang 500 Idx
Performance Large Cap Equity A (PFECX) Vang 500 Idx
Performance Large Cap Equity Inst (PFEQX) Vang 500 Idx
Phoenix-Oakhurst Inc & Growth A (NAINX) Vang Bal Idx
Phoenix-Zweig Strategy A (ZSTAX) Vang 500 Idx
Pilgrim MagnaCap A (PMCFX) Vang 500 Idx
Pillar Equity Value I (PLGAX) Vang 500 Idx
PIMCO Equity Income Instl (PEIIX) Dreyf MidCap Idx
Pioneer Balanced A (MOMIX) Vang Bal Idx
Pioneer Capital Growth A (PCGRX) Dreyf MidCap Idx
Pioneer Equity-Income A (PEQIX) Vang 500 Idx
Pioneer II A (PIOTX) Vang 500 Idx
Preferred Value (PFVLX) Vang 500 Idx
Principal Blue Chip A (PBLCX) Vang 500 Idx
Principal Capital Value A (PCACX) Vang 500 Idx
Principal Growth A (PRGWX) Vang 500 Idx
Principal MidCap A (PEMGX) Dreyf MidCap Idx
Prudential Balanced A (PFCAX) Vang Bal Idx
Prudential Balanced B (PRFCX) Vang Bal Idx
Prudential Equity A (PBQAX) Vang 500 Idx
Prudential Equity B (PBQFX) Vang 500 Idx
Prudential Equity-Income A (PBEAX) Vang 500 Idx
Prudential Equity-Income B (PBQIX) Vang 500 Idx
Prudential Stock Index Z (PSIFX) Vang 500 Idx
Putnam Balanced Retirement A (PMITX) Vang Bal Idx
Putnam Capital Apprec A (PCAPX) Vang 500 Idx
Putnam Equity Income A (PEYAX) Vang 500 Idx
Putnam Equity Income B (PEQNX) Vang 500 Idx
Putnam Fund for Growth & Inc A (PGRWX) Vang 500 Idx
Putnam Fund for Growth & Inc B (PGIBX) Vang 500 Idx
Reich & Tang Equity (RCHTX) Dreyf MidCap Idx
Royce Micro-Cap Inv (RYOTX) Vang SmCap Idx
Safeco Equity No Load (SAFQX) Vang 500 Idx
Safeco Income No Load (SAFIX) Vang 500 Idx
Salomon Bros Investors Value O (SAIFX) Vang 500 Idx
Salomon Bros Opportunity (SAOPX) Vang 500 Idx
Schwab 1000 Inv (SNXFX) Vang 500 Idx
Scudder Growth & Income (SCDGX) Vang 500 Idx
Scudder Large Company Value (SCDUX) Vang 500 Idx
Security Equity A (SECEX) Vang 500 Idx
Security Growth & Income A (SECIX) Vang 500 Idx
SEI Index S&P 500 Index E (TRQIX) Vang 500 Idx
SEI Instl Capital Apprec A (SECAX) Vang 500 Idx
SEI Instl Large Cap Value A (TRMVX) Vang 500 Idx
Seligman Common Stock A (SCSFX) Vang 500 Idx
Seligman Frontier D (SLFDX) Dreyf MidCap Idx
Sentinel Balanced A (SEBLX) Vang Bal Idx
Sentinel Common Stock A (SENCX) Vang 500 Idx
Smith Barney Appreciation A (SHAPX) Vang 500 Idx
Smith Barney Appreciation B (SAPBX) Vang 500 Idx
Smith Barney Large Cap Blend A (SGIAX) Vang 500 Idx
Smith Barney Large Cap Value A (SBCIX) Vang 500 Idx
Smith Barney Prem Tot Ret A (SOPAX) Vang 500 Idx
Smith Barney Prem Tot Ret B (SOPTX) Vang 500 Idx
SoGen International A (SGENX) Schwab Intl Idx
Sound Shore (SSHFX) Vang 500 Idx
SSgA Matrix Equity (SSMTX) Vang 500 Idx
SSgA S&P 500 Index (SVSPX) Vang 500 Idx
State Farm Growth (STFGX) Vang 500 Idx
State St Research Alpha A (SSEAX) Dreyf MidCap Idx
State St Research Alpha S (SSICX) Dreyf MidCap Idx
State St Research Investment B (SITBX) Vang 500 Idx
State St Research Str Gr A (SSAMX) Vang Bal Idx
STI Classic Captl Apprec Inv (STCIX) Vang 500 Idx
STI Classic Captl Apprec Tr (STCAX) Vang 500 Idx
STI Classic Growth and Income Tr (CRVAX) Vang 500 Idx
STI Classic Value Inc Stock Inv (SVIIX) Vang 500 Idx
STI Classic Value Inc Stock Tr (STVTX) Vang 500 Idx
Stratton Growth (STRGX) Vang 500 Idx
Strong Discovery (STDIX) Dreyf MidCap Idx
Strong Schafer Value (SCHVX) Vang 500 Idx
T. Rowe Price Balanced (RPBAX) Vang Bal Idx
T. Rowe Price Capital Apprec (PRWCX) Vang Bal Idx
T. Rowe Price Dividend Growth (PRDGX) Vang 500 Idx
T. Rowe Price Equity Index 500 (PREIX) Vang 500 Idx
T. Rowe Price Equity-Income (PRFDX) Vang 500 Idx
T. Rowe Price Growth & Inc (PRGIX) Vang 500 Idx
T. Rowe Price New America Gr (PRWAX) Vang 500 Idx
T. Rowe Price Small-Cap Val (PRSVX) Vang SmCap Idx
Target Large Cap Value (TALVX) Vang 500 Idx
Templeton Foreign Sm Co A (FINEX) Schwab Intl Idx
Templeton Global Small Co A (TEMGX) Schwab Intl Idx
Thompson Plumb Growth (THPGX) Vang 500 Idx
U.S. Global Inv All Amer Eq (GBTFX) Vang 500 Idx
UAM C&B Equity Inst (CBEQX) Vang 500 Idx
UAM DSI Disc Value Instl (DSIDX) Vang 500 Idx
UAM FPA Crescent Instl (FPACX) Vang Bal Idx
UMB Scout Stock (UMBSX) Vang 500 Idx
United Continental Income A (UNCIX) Vang Bal Idx
United Income A (UNCMX) Vang 500 Idx
USAA Cornerstone Strategy (USCRX) Vang 500 Idx
USAA Growth & Income (USGRX) Vang 500 Idx
USAA Growth & Tax Strategy (USBLX) Vang Bal Idx
USAA Income Stock (USISX) Vang 500 Idx
USAA International (USIFX) Schwab Intl Idx
Van Kampen Comstock A (ACSTX) Vang 500 Idx
Van Kampen Comstock B (ACSWX) Vang 500 Idx
Van Kampen Growth & Income A (ACGIX) Vang 500 Idx
Van Kampen Growth & Income B (ACGJX) Vang 500 Idx
Van Kampen Pace A (ACPAX) Vang 500 Idx
Vanguard Equity-Income (VEIPX) Vang 500 Idx
Vanguard STAR (VGSTX) Vang Bal Idx
Vanguard Value Index (VIVAX) Vang 500 Idx
Vanguard Wellesley Income (VWINX) Vang Bal Idx
Vanguard Windsor (VWNDX) Vang 500 Idx
Vanguard Windsor II (VWNFX) Vang 500 Idx
Victory Special Value A (SSVSX) Dreyf MidCap Idx
Victory Stock Index (SSTIX) Vang 500 Idx
Volumetric (VOLMX) Vang 500 Idx
Vontobel U.S. Value (VUSVX) Vang 500 Idx
Wachovia Equity Index A (BTEIX) Vang 500 Idx
Waddell & Reed Total Ret B (WRTRX) Vang 500 Idx
Warburg Pincus Growth & Inc Comm (RBEGX) Vang 500 Idx
Washington Mutual Investors (AWSHX) Vang 500 Idx
Wells Fargo Equity Index A (SFCSX) Vang 500 Idx
Westcore Blue Chip (WTMVX) Vang 500 Idx
Wilshire Target Large Value Inv (DTLVX) Vang 500 Idx
WM Bond & Stock A (CMPBX) Vang Bal Idx
Women's Equity (FEMMX) Vang 500 Idx
WPG Growth & Income (WPGFX) Vang 500 Idx
Wright Selected Blue Chip Eq (WSBEX) Dreyf MidCap Idx
Yacktman (YACKX) Dreyf MidCap Idx
The following funds were NO-ALARM for all of 1999 -- in other words,
they were on the FundAlarm Honor Roll for every month of the year.
The funds are listed alphabetically.
Specialty funds have been omitted, due to a change in benchmark during the year.
The indicated benchmark (column 2) is the current benchmark.
Accessor Growth Adv (AGROX) Vang 500 Idx
Alliance Premier Growth A (APGAX) Vang 500 Idx
Alliance Premier Growth B (APGBX) Vang 500 Idx
Alliance Premier Growth C (APGCX) Vang 500 Idx
California Investment S&P Mid Cap Idx (SPMIX) Dreyf MidCap Idx
Domini Social Equity (DSEFX) Vang 500 Idx
EuroPacific Growth (AEPGX) Schwab Intl Idx
Fidelity New Millennium (FMILX) Vang 500 Idx
Founders Discovery (FDISX) Dreyf MidCap Idx
Gabelli Growth (GABGX) Vang 500 Idx
Harbor Capital Appreciation (HACAX) Vang 500 Idx
Idex JCC Global A (IGLBX) Schwab Intl Idx
Idex JCC Growth A (IDETX) Vang 500 Idx
Idex JCC Growth M (IDEUX) Vang 500 Idx
Janus Balanced (JABAX) Vang Bal Idx
Janus Growth & Income (JAGIX) Vang 500 Idx
Janus Mercury (JAMRX) Vang 500 Idx
Janus Twenty (JAVLX) Vang 500 Idx
Janus Worldwide (JAWWX) Schwab Intl Idx
Legg Mason Value Prim (LMVTX) Vang 500 Idx
Lord Abbett Developing Growth A (LAGWX) Vang SmCap Idx
MAS Mid Cap Growth Instl (MPEGX) Vang 500 Idx
MFS Massachusetts Inv Growth A (MIGFX) Vang 500 Idx
MFS Massachusetts Inv Growth B (MIGBX) Vang 500 Idx
Montgomery Global Opporty R (MNGOX) Schwab Intl Idx
New Perspective (ANWPX) Schwab Intl Idx
One Group Mid Cap Growth I (HLGEX) Vang 500 Idx
Pax World (PAXWX) Vang Bal Idx
Phoenix-Engemann Bal Ret A (PABRX) Vang Bal Idx
Phoenix-Engemann Bal Ret C (PCBRX) Vang Bal Idx
Pilgrim Worldwide Growth C (NAWCX) Schwab Intl Idx
Putnam Global Growth A (PEQUX) Schwab Intl Idx
Putnam Global Growth B (PEQBX) Schwab Intl Idx
Putnam Intl Growth A (POVSX) Schwab Intl Idx
Reynolds Blue Chip Growth (RBCGX) Vang 500 Idx
RS Emerging Growth (RSEGX) Dreyf MidCap Idx
Value Line Spec Situations (VALSX) Dreyf MidCap Idx
Vanguard Growth Index (VIGRX) Vang 500 Idx
Vanguard Instl Index (VINIX) Vang 500 Idx
Waddell & Reed Growth B (WRGRX) Dreyf MidCap Idx
White Oak Growth Stock (WOGSX) Vang 500 Idx
Wilshire Target Large Growth Inv (DTLGX) Vang 500 Idx
WM Northwest A (CMNWX) Dreyf MidCap Idx