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The FundAlarm Lists

3-ALARM fundsMost Alarming
3-ALARM funds
NO-ALARM funds
(Honor Roll)

A 3-ALARM fund is one that has consistently underperformed an appropriate benchmark. If you own a 3-ALARM fund, it could be a candidate for sale.

The most alarming 3-ALARM funds are just that: 3-ALARM funds that you hold at your own financial peril. Every fund on this list is a strong candidate for sale.

The NO-ALARM funds have each outperformed their respective benchmarks for the past 12-months, three years, and five years. If you own one of these funds, you're in good shape, at least for now.
View all 3-ALARM funds
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View Most-Alarming
3-ALARM funds
View all Honor Roll funds
View new Honor Roll funds

These lists contain only summary data. For a more complete picture
of your fund's performance, be sure to view its data table.