To identify the most alarming 3-ALARM funds, we examine the performance of each 3-ALARM 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 ugliness within each benchmark category, but isn't meaningful when used to compare funds in different categories. | 3-ALARM Fund | Weighted Performance Rating | Benchmark |
|---|---|---|
| ICON Consumer Discretion (ICCCX) | -8.2 | Dreyf MidCap Idx |
| Matthew 25 (MXXVX) | -7.6 | Dreyf MidCap Idx |
| Legg Mason Spec Investment Prim (LMASX) | -6.9 | Dreyf MidCap Idx |
| Natixis Harris Associates Focused Value A (NRSAX) | -6.9 | Dreyf MidCap Idx |
| Phoenix Mid Cap Grth B (PSKBX) | -6.7 | Dreyf MidCap Idx |
| FAM Equity-Income (FAMEX) | -6.6 | Dreyf MidCap Idx |
| Enterprise Mergers & Acquisitions C (EMACX) | -6.3 | Dreyf MidCap Idx |
| Electric City Value (ECVFX) | -6.2 | Dreyf MidCap Idx |
| SunAmerica New Century B (SEGBX) | -6.1 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap B (OMDBX) | -5.9 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap C (OMDCX) | -5.9 | Dreyf MidCap Idx |
| Phoenix Mid Cap Grth A (PHSKX) | -5.9 | Dreyf MidCap Idx |
| Legg Mason Spec Investment Instl (LMNSX) | -5.8 | Dreyf MidCap Idx |
| Ariel (ARGFX) | -5.5 | Dreyf MidCap Idx |
| Phoenix Small-Mid Cap I (PKSFX) | -5.5 | Dreyf MidCap Idx |
| AssetMark Small/Mid Cap Value (AFSVX) | -5.3 | Dreyf MidCap Idx |
| SunAmerica New Century A (SEGAX) | -5.3 | Dreyf MidCap Idx |
| Flex-funds Quantex (FLCGX) | -5.2 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap A (OMDAX) | -5.1 | Dreyf MidCap Idx |
| MFS Mid Cap Growth B (OTCBX) | -5 | Dreyf MidCap Idx |
| MFS Mid Cap Growth C (OTCCX) | -5 | Dreyf MidCap Idx |
| Monetta Mid-Cap Equity (MMCEX) | -5 | Dreyf MidCap Idx |
| Kirr Marbach Partners Value (KMVAX) | -4.8 | Dreyf MidCap Idx |
| Ariel Appreciation (CAAPX) | -4.5 | Dreyf MidCap Idx |
| FAM Value (FAMVX) | -4.5 | Dreyf MidCap Idx |
| Fidelity Select Retailing (FSRPX) | -4.5 | Dreyf MidCap Idx |
| Principal Inv Mid Cap Stock C (Principal InvCCX) | -4.5 | Dreyf MidCap Idx |
| Putnam Discovery Growth B (PVYBX) | -4.5 | Dreyf MidCap Idx |
| Putnam Vista B (PVTBX) | -4.5 | Dreyf MidCap Idx |
| Delaware Trend B (DERBX) | -4.3 | Dreyf MidCap Idx |
| Delaware Trend C (DETCX) | -4.3 | Dreyf MidCap Idx |
| Putnam Vista M (PVIMX) | -4.3 | Dreyf MidCap Idx |
| Putnam Discovery Growth M (PVYMX) | -4.2 | Dreyf MidCap Idx |
| Hennessy Cornerstone Growth (HFCGX) | -4 | Dreyf MidCap Idx |
| Fountainhead Special Value (KINGX) | -3.9 | Dreyf MidCap Idx |
| Rydex Multi-Cap Core Equity H (RYQMX) | -3.9 | Dreyf MidCap Idx |
| Dreyfus Premier Midcap Stock A (DPMAX) | -3.8 | Dreyf MidCap Idx |
| Lord Abbett Mid-Cap Value B (LMCBX) | -3.8 | Dreyf MidCap Idx |
| Lord Abbett Mid-Cap Value C (LMCCX) | -3.8 | Dreyf MidCap Idx |
| Managers AMG Chicago Eq Part Mid-Cap C (MKPCX) | -3.8 | Dreyf MidCap Idx |
| Fidelity Select Automotive (FSAVX) | -3.7 | Dreyf MidCap Idx |
| Navellier Mid Cap Growth (NPMDX) | -3.7 | Dreyf MidCap Idx |
| Putnam Vista A (PVISX) | -3.7 | Dreyf MidCap Idx |
| Dreyfus Premier Midcap Stock I (DDMRX) | -3.6 | Dreyf MidCap Idx |
| MainStay Equity Income B (MEIBX) | -3.6 | Dreyf MidCap Idx |
| Putnam Discovery Growth A (PVIIX) | -3.6 | Dreyf MidCap Idx |
| Delaware Trend A (DELTX) | -3.5 | Dreyf MidCap Idx |
| Putnam Vista Y (PVIYX) | -3.5 | Dreyf MidCap Idx |
| Rydex Transportation Inv (RYPIX) | -3.4 | Dreyf MidCap Idx |
| Wells Fargo Adv C&B Mid Cap Value D (CBMDX) | -3.4 | Dreyf MidCap Idx |
| American Heritage (AHERX) | -25.7 | Schwab Intl Idx |
| Commonwealth Japan (CNJFX) | -16.1 | Schwab Intl Idx |
| Credit Suisse Japan Equity Comm (WPJGX) | -12.5 | Schwab Intl Idx |
| Credit Suisse Japan Equity Adv (WPJAX) | -12.3 | Schwab Intl Idx |
| Fidelity Adv Japan C (FAJCX) | -11.1 | Schwab Intl Idx |
| Fidelity Japan Small Co (FJSCX) | -10.3 | Schwab Intl Idx |
| Matthews Japan (MJFOX) | -9.3 | Schwab Intl Idx |
| Morgan Stanley Japan B (JPNBX) | -8.8 | Schwab Intl Idx |
| Morgan Stanley Japan C (JPNCX) | -8.8 | Schwab Intl Idx |
| Goldman Sachs Japanese Eqty C (GSJCX) | -8.7 | Schwab Intl Idx |
| UBS Global Allocation B (BNPBX) | -8.7 | Schwab Intl Idx |
| JPMorgan Intrepid Japan B (CVJBX) | -8.5 | Schwab Intl Idx |
| Janus Adviser Worldwide S (JWGRX) | -8 | Schwab Intl Idx |
| JPMorgan Intrepid Japan A (CVJAX) | -7.9 | Schwab Intl Idx |
| AIM Global Value B (AWSBX) | -7.8 | Schwab Intl Idx |
| Ivy Cundill Global Value B (ICDBX) | -7.8 | Schwab Intl Idx |
| UBS Global Allocation A (BNGLX) | -7.8 | Schwab Intl Idx |
| Ivy Cundill Global Value C (ICDCX) | -7.6 | Schwab Intl Idx |
| UBS Global Allocation Y (BPGLX) | -7.6 | Schwab Intl Idx |
| DFA Japanese Small Co I (DFJSX) | -7.5 | Schwab Intl Idx |
| Evergreen Global Large Cap Equity B (EBGLX) | -7.5 | Schwab Intl Idx |
| Janus Aspen Worldwide Growth Instl (JAWGX) | -7.5 | Schwab Intl Idx |
| Janus Worldwide (JAWWX) | -7.5 | Schwab Intl Idx |
| Transamerica Templeton Transameric Global B (IGLWX) | -7.4 | Schwab Intl Idx |
| Russell Tax Managed Global Equity C (RTGCX) | -7.2 | Schwab Intl Idx |
| Templeton Growth C (TEGTX) | -7.1 | Schwab Intl Idx |
| AIM Global Value A (AWSAX) | -7 | Schwab Intl Idx |
| DWS Japan Equity S (FJESX) | -6.9 | Schwab Intl Idx |
| Columbia World Equity B (CGUBX) | -6.8 | Schwab Intl Idx |
| Columbia World Equity C (CGUCX) | -6.8 | Schwab Intl Idx |
| Huntington Rotating Markets A (HRIAX) | -6.8 | Schwab Intl Idx |
| Ivy Cundill Global Value A (ICDAX) | -6.8 | Schwab Intl Idx |
| Evergreen Global Large Cap Equity A (EAGLX) | -6.7 | Schwab Intl Idx |
| Van Kampen Global Value Equity B (MGEBX) | -6.7 | Schwab Intl Idx |
| Van Kampen Global Value Equity C (MGECX) | -6.7 | Schwab Intl Idx |
| Goldman Sachs Growth Str B (GGSBX) | -6.6 | Schwab Intl Idx |
| Goldman Sachs Growth Str C (GGSCX) | -6.6 | Schwab Intl Idx |
| Oppenheimer Quest Intl B (QIVBX) | -6.5 | Schwab Intl Idx |
| Oppenheimer Quest Intl C (QIVCX) | -6.5 | Schwab Intl Idx |
| Templeton Growth R (TEGRX) | -6.5 | Schwab Intl Idx |
| Japan S (SJPNX) | -6.4 | Schwab Intl Idx |
| UBS Global Equity Y (BPGEX) | -6.4 | Schwab Intl Idx |
| Credit Suisse Global Small Cap Adv (WPVAX) | -6.3 | Schwab Intl Idx |
| Morgan Stanley Global Div Growth C (GLBCX) | -6.3 | Schwab Intl Idx |
| Templeton Growth A (TEPLX) | -6.3 | Schwab Intl Idx |
| Fidelity Japan (FJPNX) | -6.2 | Schwab Intl Idx |
| Putnam Global Equity B (PEQBX) | -6.1 | Schwab Intl Idx |
| Credit Suisse Global Small Cap Comm (WVCCX) | -6 | Schwab Intl Idx |
| Templeton Growth Adv (TGADX) | -6 | Schwab Intl Idx |
| Columbia World Equity A (CGUAX) | -5.9 | Schwab Intl Idx |
| ProFunds UltraSector Mobile Telecom Svc (WCPSX) | -23.9 | Specialty-Commun |
| ProFunds UltraSector Mobile Telecom Inv (WCPIX) | -23 | Specialty-Commun |
| Fidelity Select Multimedia (FBMPX) | -5.7 | Specialty-Commun |
| DWS Communications B (FTEBX) | -4.4 | Specialty-Commun |
| DWS Communications C (FTICX) | -4.4 | Specialty-Commun |
| DWS Communications A (TISHX) | -3.6 | Specialty-Commun |
| DWS Communications I (FLICX) | -3.3 | Specialty-Commun |
| Fidelity Select Home Finance (FSVLX) | -11.5 | Specialty-Financial |
| Senbanc (SENBX) | -8.7 | Specialty-Financial |
| Rydex Banking Adv (RYKAX) | -7.7 | Specialty-Financial |
| Rydex Banking Inv (RYKIX) | -7.1 | Specialty-Financial |
| AIM Financial Services C (IFSCX) | -5.6 | Specialty-Financial |
| ProFunds UltraSector Financial Svc (FNPSX) | -5.3 | Specialty-Financial |
| AIM Financial Services Inv (FSFSX) | -4.8 | Specialty-Financial |
| Fidelity Select Banking (FSRBX) | -4.4 | Specialty-Financial |
| ProFunds UltraSector Financial Inv (FNPIX) | -4.3 | Specialty-Financial |
| Wells Fargo Adv Spec Financial Svcs C (SIFCX) | -3.3 | Specialty-Financial |
| ProFunds Pharmaceuticals UltraSector Svc (PHPSX) | -13.1 | Specialty-Health |
| ProFunds Pharmaceuticals UltraSector Inv (PHPIX) | -12.2 | Specialty-Health |
| Saratoga Health & Biotech B (SHPBX) | -6.4 | Specialty-Health |
| ProFunds UltraSector Health Care Svc (HCPSX) | -5.8 | Specialty-Health |
| ProFunds UltraSector Health Care Inv (HCPIX) | -4.9 | Specialty-Health |
| Putnam Health Sciences B (PHSBX) | -3.7 | Specialty-Health |
| Putnam Health Sciences C (PCHSX) | -3.7 | Specialty-Health |
| Putnam Health Sciences M (PHLMX) | -3.4 | Specialty-Health |
| Allianz RCM Healthcare D (DGHCX) | -3.1 | Specialty-Health |
| Integrity Health Sciences A (IHLAX) | -3 | Specialty-Health |
| Rydex Precious Metals C (RYZCX) | -8.7 | Specialty-Metals |
| Rydex Precious Metals Inv (RYPMX) | -7.4 | Specialty-Metals |
| RiverSource Precious Metals & Mining B (INPBX) | -4.6 | Specialty-Metals |
| American Century Global Gold A (ACGGX) | -4.1 | Specialty-Metals |
| American Century Global Gold Inv (BGEIX) | -3.9 | Specialty-Metals |
| RiverSource Precious Metals & Mining A (INPMX) | -3.6 | Specialty-Metals |
| Tocqueville Gold (TGLDX) | -2 | Specialty-Metals |
| AIM Gold & Prec Metals Inv (FGLDX) | -0.4 | Specialty-Metals |
| Fidelity Select Paper & Forest Pr (FSPFX) | -23.3 | Specialty-NatRes |
| Rydex Basic Materials Inv (RYBIX) | -4 | Specialty-NatRes |
| Fidelity Select Materials (FSDPX) | -3.5 | Specialty-NatRes |
| Rydex Energy Adv (RYEAX) | -2.5 | Specialty-NatRes |
| Putnam Global Natural Res B (PNRBX) | -2.4 | Specialty-NatRes |
| Putnam Global Natural Res M (PGLMX) | -2.1 | Specialty-NatRes |
| Rydex Energy Inv (RYEIX) | -1.9 | Specialty-NatRes |
| Putnam Global Natural Res A (EBERX) | -1.5 | Specialty-NatRes |
| Morgan Stanley Natural Res B (NREBX) | -1.4 | Specialty-NatRes |
| Morgan Stanley Natural Res C (NRECX) | -1.4 | Specialty-NatRes |
| Kensington Select Income A (KIFAX) | -14.4 | Specialty-RealEst |
| Alpine U.S. Real Estate Eqty (EUEYX) | -7.9 | Specialty-RealEst |
| Franklin Real Estate Secur C (FRRSX) | -6.9 | Specialty-RealEst |
| Kensington Strategic Realty B (KSRBX) | -6.9 | Specialty-RealEst |
| Kensington Strategic Realty C (KSRCX) | -6.9 | Specialty-RealEst |
| Franklin Real Estate Secur A (FREEX) | -6.1 | Specialty-RealEst |
| Kensington Strategic Realty A (KSRAX) | -6 | Specialty-RealEst |
| Franklin Real Estate Secur Adv (FRLAX) | -5.8 | Specialty-RealEst |
| Spirit of America Real Estate Inc & Growth A (SOAAX) | -5.7 | Specialty-RealEst |
| Cohen & Steers Realty Income B (CSBIX) | -4.4 | Specialty-RealEst |
| ProFunds Semiconductor UltraSector Svc (SMPSX) | -11.5 | Specialty-Tech |
| ProFunds Semiconductor UltraSector Inv (SMPIX) | -10.5 | Specialty-Tech |
| Rydex Electronics Adv (RYSAX) | -8.4 | Specialty-Tech |
| JHancock Technology B (FGTBX) | -8.1 | Specialty-Tech |
| JHancock Technology C (JHTCX) | -8.1 | Specialty-Tech |
| Fidelity Sel Networking & Infrastruc (FNINX) | -7.8 | Specialty-Tech |
| Rydex Electronics Inv (RYSIX) | -7.8 | Specialty-Tech |
| JHancock Technology A (NTTFX) | -7.4 | Specialty-Tech |
| BlackRock Tech B (MBGTX) | -6.9 | Specialty-Tech |
| BlackRock Tech C (MCGTX) | -6.9 | Specialty-Tech |
| Rydex Utilities Adv (RYAUX) | -5.6 | Specialty-Utils |
| Rydex Utilities Inv (RYUIX) | -5 | Specialty-Utils |
| Gabelli Utilities AAA (GABUX) | -4.9 | Specialty-Utils |
| Morgan Stanley Utilities C (UTLCX) | -3.8 | Specialty-Utils |
| Van Kampen Utility B (VKUBX) | -3.8 | Specialty-Utils |
| Van Kampen Utility C (VKUCX) | -3.8 | Specialty-Utils |
| Franklin Utilities B (FRUBX) | -3.5 | Specialty-Utils |
| Franklin Utilities C (FRUSX) | -3.5 | Specialty-Utils |
| Fidelity Utilities (FIUIX) | -3.2 | Specialty-Utils |
| Morgan Stanley Utilities B (UTLBX) | -3.2 | Specialty-Utils |
| ING Index Plus LargeCap Equity B (NPPBX) | -9.5 | Vang 500 Idx |
| Legg Mason Partners Multi Disc All Cap Growth & Value B (SPBBX) | -9 | Vang 500 Idx |
| Legg Mason Partners Multi Disc All Cap Growth & Value C (SPBLX) | -8.9 | Vang 500 Idx |
| Legg Mason Partners All Cap 1 (LMGOX) | -8.2 | Vang 500 Idx |
| Kelmoore Strategy C (KSOIX) | -7.5 | Vang 500 Idx |
| Natixis Westpeak 130/30 Growth B (NECBX) | -7.4 | Vang 500 Idx |
| Kelmoore Strategy A (KSAIX) | -6.8 | Vang 500 Idx |
| Natixis Westpeak 130/30 Growth A (NEFCX) | -6.6 | Vang 500 Idx |
| Forester Value (FVALX) | -6.2 | Vang 500 Idx |
| Oakmark Select II (OARLX) | -6.2 | Vang 500 Idx |
| Legg Mason Value Prim (LMVTX) | -6 | Vang 500 Idx |
| Putnam Classic Equity B (PGIIX) | -5.9 | Vang 500 Idx |
| Oakmark Select I (OAKLX) | -5.8 | Vang 500 Idx |
| Putnam Classic Equity M (PGIMX) | -5.6 | Vang 500 Idx |
| Phoenix Capital Growth B (PGTBX) | -5.5 | Vang 500 Idx |
| Wells Fargo Adv Large Co Growth B (NVLOX) | -5.4 | Vang 500 Idx |
| Legg Mason Value FI (LMVFX) | -5.3 | Vang 500 Idx |
| Putnam Voyager B (PVOBX) | -5.3 | Vang 500 Idx |
| Putnam Voyager C (PVFCX) | -5.3 | Vang 500 Idx |
| Federated American Leaders B (FALBX) | -5.2 | Vang 500 Idx |
| Federated American Leaders C (FALCX) | -5.2 | Vang 500 Idx |
| Putnam Growth Opporty B (POGBX) | -5.2 | Vang 500 Idx |
| Putnam Growth Opporty C (POGCX) | -5.2 | Vang 500 Idx |
| Security Equity B (SEQBX) | -5.2 | Vang 500 Idx |
| Thompson Plumb Growth (THPGX) | -5.2 | Vang 500 Idx |
| Putnam Classic Equity A (PXGIX) | -5.1 | Vang 500 Idx |
| Fidelity Select Consumer Discretionary (FSCPX) | -5 | Vang 500 Idx |
| Legg Mason Value Instl (LMNVX) | -5 | Vang 500 Idx |
| Putnam Voyager M (PVOMX) | -5 | Vang 500 Idx |
| Phoenix Capital Growth A (PHGRX) | -4.8 | Vang 500 Idx |
| Putnam Tax Smart Equity B (PBTSX) | -4.8 | Vang 500 Idx |
| Torray Institutional (TORRX) | -4.8 | Vang 500 Idx |
| Clipper (CFIMX) | -4.7 | Vang 500 Idx |
| SSgA Aggressive Equity (SSAEX) | -4.7 | Vang 500 Idx |
| Putnam Research B (PRFBX) | -4.6 | Vang 500 Idx |
| Putnam Research C (PRACX) | -4.6 | Vang 500 Idx |
| Wells Fargo Adv Large Co Growth Z (WFLZX) | -4.6 | Vang 500 Idx |
| White Oak Select Growth (WOGSX) | -4.6 | Vang 500 Idx |
| MMA Praxis Core Stock B (MMPGX) | -4.5 | Vang 500 Idx |
| Putnam Voyager A (PVOYX) | -4.5 | Vang 500 Idx |
| Weitz Value (WVALX) | -4.5 | Vang 500 Idx |
| Credit Suisse Large Cap Growth C (CUCCX) | -4.4 | Vang 500 Idx |
| Federated American Leaders A (FALDX) | -4.4 | Vang 500 Idx |
| Federated American Leaders F (FALFX) | -4.4 | Vang 500 Idx |
| Fidelity Growth & Income (FGRIX) | -4.4 | Vang 500 Idx |
| Putnam Growth Opporty A (POGAX) | -4.4 | Vang 500 Idx |
| Security Equity A (SECEX) | -4.4 | Vang 500 Idx |
| Weitz Partners Value (WPVLX) | -4.4 | Vang 500 Idx |
| Copley (COPLX) | -4.3 | Vang 500 Idx |
| DWS Equity Partners B (FEPBX) | -4.3 | Vang 500 Idx |
| ProFunds UltraShort NASDAQ Inv (USPIX) | -27 | Vang Bal Idx |
| Rydex Inverse OTC 2x Strategy H (RYVNX) | -26.9 | Vang Bal Idx |
| Comstock Strategy C (CPFCX) | -19.3 | Vang Bal Idx |
| Comstock Strategy A (CPFAX) | -18.6 | Vang Bal Idx |
| Comstock Strategy O (CPSFX) | -18.3 | Vang Bal Idx |
| Rydex Inverse Govt Long Bond Strategy C (RYJCX) | -12.1 | Vang Bal Idx |
| Phoenix Market Neutral A (EMNAX) | -10.8 | Vang Bal Idx |
| Laudus Rosenberg Value Long/Short Eq Inv (BRMIX) | -7.4 | Vang Bal Idx |
| DWS Value Builder B (FVBBX) | -6 | Vang Bal Idx |
| DWS Value Builder A (FLVBX) | -5.2 | Vang Bal Idx |
| Merger (MERFX) | -3.9 | Vang Bal Idx |
| Oppenheimer Quest Bal B (QGRBX) | -3.9 | Vang Bal Idx |
| Oppenheimer Quest Bal C (QGRCX) | -3.9 | Vang Bal Idx |
| Aston Balanced N (CHTAX) | -3.8 | Vang Bal Idx |
| SunAmerica Balanced Assets B (SBABX) | -3.8 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 30% A (SBCPX) | -3.7 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 50% B (SCBBX) | -3.7 | Vang Bal Idx |
| SunAmerica Balanced Assets C (SBDTX) | -3.7 | Vang Bal Idx |
| SSgA Life Solutions Inc & Growth (SSLIX) | -3.5 | Vang Bal Idx |
| SEI Asset Alloc Diver Conserv Inc A (SACIX) | -3.3 | Vang Bal Idx |
| T. Rowe Price Tax-Effic Bal (PRTEX) | -3.3 | Vang Bal Idx |
| Hennessy Balanced (HBFBX) | -3.2 | Vang Bal Idx |
| Oppenheimer Quest Bal A (QVGIX) | -3.1 | Vang Bal Idx |
| Calvert Social Inv Bal B (CSLBX) | -3 | Vang Bal Idx |
| SunAmerica Balanced Assets A (SBAAX) | -3 | Vang Bal Idx |
| Evergreen Balanced B (EKBBX) | -2.9 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 50% A (SBBAX) | -2.9 | Vang Bal Idx |
| Citizens Balanced (CFBLX) | -2.8 | Vang Bal Idx |
| Dreyfus Premier Balanced Oppty B (DBOBX) | -2.8 | Vang Bal Idx |
| George Putnam of Boston B (PGEBX) | -2.8 | Vang Bal Idx |
| New Covenant Balanced Income (NCBIX) | -2.8 | Vang Bal Idx |
| DWS Balanced B (KTRBX) | -2.7 | Vang Bal Idx |
| Principal Inv LifeTime Strat Adv Sel (PLSNX) | -2.7 | Vang Bal Idx |
| Principal Inv LifeTime Strat J (PLSJX) | -2.7 | Vang Bal Idx |
| George Putnam of Boston M (PGEMX) | -2.6 | Vang Bal Idx |
| Putnam Asset Alloc: Conserv A (PACAX) | -2.6 | Vang Bal Idx |
| Diversified Balanced Inv (DVIBX) | -2.3 | Vang Bal Idx |
| AllianceBernstein Balanced B (CABBX) | -2.2 | Vang Bal Idx |
| AllianceBernstein Balanced C (CBACX) | -2.2 | Vang Bal Idx |
| DWS Balanced A (KTRAX) | -2.2 | Vang Bal Idx |
| Evergreen Balanced A (EKBAX) | -2.2 | Vang Bal Idx |
| Hartford Advisers B (IHABX) | -2.2 | Vang Bal Idx |
| DWS LifeCompass Retirement A (SUCAX) | -2.1 | Vang Bal Idx |
| Goldman Sachs Balanced C (GSBCX) | -2.1 | Vang Bal Idx |
| Hartford Advisers C (HAFCX) | -2.1 | Vang Bal Idx |
| Oppenheimer Balanced B (OASBX) | -2.1 | Vang Bal Idx |
| Oppenheimer Balanced C (OASCX) | -2.1 | Vang Bal Idx |
| Robeco Boston Partners Long/Short Equity Inv (BPLEX) | -2.1 | Vang Bal Idx |
| Dreyfus Founders Balanced F (FRINX) | -2 | Vang Bal Idx |
| Dreyfus Premier Balanced Oppty A (DBOAX) | -2 | Vang Bal Idx |
| Frontier MicroCap (FEFPX) | -36.5 | Vang SmCap Idx |
| Van Wagoner Emerging Growth (VWEGX) | -21.6 | Vang SmCap Idx |
| Van Wagoner Small Cap Growth (VWMCX) | -21.3 | Vang SmCap Idx |
| Calvert New Vision Small Cap A (CNVAX) | -10.6 | Vang SmCap Idx |
| SunAmerica Growth Oppty B (SGWBX) | -9.2 | Vang SmCap Idx |
| MainStay Small Cap Growth B (MSOBX) | -8.5 | Vang SmCap Idx |
| SunAmerica Growth Oppty A (SGWAX) | -8.5 | Vang SmCap Idx |
| CNI Charter RCB Small Cap Value R (RCBSX) | -8 | Vang SmCap Idx |
| MainStay Small Cap Value B (MSPBX) | -7.9 | Vang SmCap Idx |
| MainStay Small Cap Growth A (MSMAX) | -7.7 | Vang SmCap Idx |
| Oberweis Emerging Growth (OBEGX) | -7.6 | Vang SmCap Idx |
| Goldman Sachs Structured Sm Cap Equity B (GCSBX) | -7.4 | Vang SmCap Idx |
| MainStay Small Cap Growth I (MSSIX) | -7.4 | Vang SmCap Idx |
| SSgA Small Cap (SVSCX) | -7.2 | Vang SmCap Idx |
| Delaware Small Cap Growth C (DSCCX) | -7.1 | Vang SmCap Idx |
| Dreyfus Premier Future Leaders B (DFLBX) | -7.1 | Vang SmCap Idx |
| Undiscovered Mgrs Small Cap Growth Inst (USRLX) | -7.1 | Vang SmCap Idx |
| Allegiant Multi-Factor Sm Cap Value A (AMRRX) | -7 | Vang SmCap Idx |
| Allegiant Multi-Factor Sm Cap Value I (AMRIX) | -6.8 | Vang SmCap Idx |
| DWS Small Cap Growth A (SSDAX) | -6.8 | Vang SmCap Idx |
| MassMutual Premier Small Company Opp A (DLBMX) | -6.7 | Vang SmCap Idx |
| Steward Small-Cap Equity Indv (TRDFX) | -6.7 | Vang SmCap Idx |
| Quaker Small Cap Growth B (QSGBX) | -6.6 | Vang SmCap Idx |
| JHancock Small Cap Equity B (SPVBX) | -6.5 | Vang SmCap Idx |
| JHancock Small Cap Equity C (SPVCX) | -6.5 | Vang SmCap Idx |
| Navellier Aggress Micro Cap (NPMCX) | -6.5 | Vang SmCap Idx |
| Target Small Cap Growth (TASGX) | -6.5 | Vang SmCap Idx |
| Dreyfus Emerging Leaders (DRELX) | -6.3 | Vang SmCap Idx |
| MassMutual Premier Small Company Opp S (MSCDX) | -6.3 | Vang SmCap Idx |
| Evergreen Special Equity I (ESDDX) | -6.2 | Vang SmCap Idx |
| Goldman Sachs Structured Sm Cap Equity I (GCSIX) | -6.2 | Vang SmCap Idx |
| LKCM Aquinas Small Cap (AQBLX) | -6.2 | Vang SmCap Idx |
| Aston/Veredus Aggressive Growth N (VERDX) | -5.9 | Vang SmCap Idx |
| Bjurman Barry Micro-Cap Growth (BMCFX) | -5.8 | Vang SmCap Idx |
| Seligman Frontier B (SLFBX) | -5.8 | Vang SmCap Idx |
| Seligman Frontier D (SLFDX) | -5.8 | Vang SmCap Idx |
| JHancock Small Cap Equity A (SPVAX) | -5.7 | Vang SmCap Idx |
| Franklin Small Cap Growth II B (FBSGX) | -5.6 | Vang SmCap Idx |
| Franklin Small Cap Growth II C (FCSGX) | -5.6 | Vang SmCap Idx |
| Tocqueville Small Cap Value (TSCVX) | -5.6 | Vang SmCap Idx |
| DWS Small Cap Value S (SCSUX) | -5.5 | Vang SmCap Idx |
| JHancock Small Cap A (DSISX) | -5.1 | Vang SmCap Idx |
| MainStay Small Cap Oppty A (MOPAX) | -5.1 | Vang SmCap Idx |
| MFS New Discovery B (MNDBX) | -5 | Vang SmCap Idx |
| MFS New Discovery C (MNDCX) | -5 | Vang SmCap Idx |
| Seligman Frontier A (SLFRX) | -5 | Vang SmCap Idx |
| Batterymarch US Small Cap Equity I (LMSIX) | -4.9 | Vang SmCap Idx |
| DWS Small Cap Core S (SSLCX) | -4.9 | Vang SmCap Idx |
| Pioneer Growth Opp A (PGOFX) | -4.9 | Vang SmCap Idx |
| Citizens Small Cap Core Growth (CSCSX) | -4.8 | Vang SmCap Idx |