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 |
|---|---|---|
| ProFunds UltraMid Cap Inv (UMPIX) | -13 | Dreyf MidCap Idx |
| Legg Mason Opportunity C (LMOPX) | -11.7 | Dreyf MidCap Idx |
| Legg Mason Opportunity F.I. (LMOFX) | -11.3 | Dreyf MidCap Idx |
| Legg Mason Opportunity Instl (LMNOX) | -10.8 | Dreyf MidCap Idx |
| SunAmerica New Century B (SEGBX) | -8.8 | Dreyf MidCap Idx |
| SunAmerica New Century C (SEGCX) | -8.6 | Dreyf MidCap Idx |
| Rydex Mid-Cap 1.5x Strategy C (RYDCX) | -8.3 | Dreyf MidCap Idx |
| SunAmerica New Century A (SEGAX) | -8.1 | Dreyf MidCap Idx |
| MFS Mid Cap Growth B (OTCBX) | -8 | Dreyf MidCap Idx |
| MFS Mid Cap Growth C (OTCCX) | -8 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap B (OMDBX) | -8 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap C (OMDCX) | -8 | Dreyf MidCap Idx |
| Rydex Mid-Cap 1.5x Strategy H (RYMDX) | -7.6 | Dreyf MidCap Idx |
| Fidelity Select Automotive (FSAVX) | -7.4 | Dreyf MidCap Idx |
| MFS Mid Cap Growth A (OTCAX) | -7.3 | Dreyf MidCap Idx |
| Oppenheimer Mid Cap A (OMDAX) | -7.3 | Dreyf MidCap Idx |
| Rydex S&P 500 Pure Value H (RYZAX) | -7.3 | Dreyf MidCap Idx |
| Value Line (VLIFX) | -7 | Dreyf MidCap Idx |
| Ariel (ARGFX) | -6.7 | Dreyf MidCap Idx |
| Schneider Value (SCMLX) | -6.7 | Dreyf MidCap Idx |
| Legg Mason Spec Investment C (LMASX) | -6.6 | Dreyf MidCap Idx |
| BlackRock Aurora Inv B (SSRPX) | -6.4 | Dreyf MidCap Idx |
| BlackRock Aurora Inv C (SSRDX) | -6.4 | Dreyf MidCap Idx |
| Bridgeway Aggressive Inv 1 (BRAGX) | -6 | Dreyf MidCap Idx |
| Kirr Marbach Partners Value (KMVAX) | -6 | Dreyf MidCap Idx |
| Rydex Leisure Inv (RYLIX) | -6 | Dreyf MidCap Idx |
| Aston/Veredus Aggressive Growth N (VERDX) | -5.9 | Dreyf MidCap Idx |
| Virtus Mid-Cap Growth B (PSKBX) | -5.8 | Dreyf MidCap Idx |
| BlackRock Aurora Inv A (SSRAX) | -5.7 | Dreyf MidCap Idx |
| AllianceBernstein Small-Mid Cap Growth B (CHCBX) | -5.3 | Dreyf MidCap Idx |
| AllianceBernstein Small-Mid Cap Growth C (CHCCX) | -5.2 | Dreyf MidCap Idx |
| Allianz NFJ All-CapValue Admin (PNCAX) | -5.1 | Dreyf MidCap Idx |
| Virtus Mid-Cap Growth A (PHSKX) | -5.1 | Dreyf MidCap Idx |
| Fidelity Mid Cap Growth (FSMGX) | -5 | Dreyf MidCap Idx |
| Columbia Mid Cap Core Z (UMVEX) | -4.9 | Dreyf MidCap Idx |
| Fidelity Adv Value Strat B (FASBX) | -4.9 | Dreyf MidCap Idx |
| ProFunds Basic Materials UltraSector Inv (BMPIX) | -4.9 | Dreyf MidCap Idx |
| Quaker Mid-Cap Value A (QMCVX) | -4.9 | Dreyf MidCap Idx |
| Dreyfus New Leaders A (DNLDX) | -4.8 | Dreyf MidCap Idx |
| Pioneer Mid-Cap Growth B (PBMDX) | -4.8 | Dreyf MidCap Idx |
| Putnam Vista B (PVTBX) | -4.7 | Dreyf MidCap Idx |
| Pioneer Mid-Cap Growth C (PCMCX) | -4.6 | Dreyf MidCap Idx |
| AllianceBernstein Small-Mid Cap Growth A (CHCLX) | -4.5 | Dreyf MidCap Idx |
| Putnam Vista M (PVIMX) | -4.5 | Dreyf MidCap Idx |
| Sentinel Mid-Cap Growth B (SMGBX) | -4.5 | Dreyf MidCap Idx |
| RS MidCap Opportunities A (RSMOX) | -4.4 | Dreyf MidCap Idx |
| Rydex Transportation Inv (RYPIX) | -4.4 | Dreyf MidCap Idx |
| Fidelity Adv Value Strat T (FASPX) | -4.3 | Dreyf MidCap Idx |
| Marketocracy Masters 100 (MOFQX) | -4.2 | Dreyf MidCap Idx |
| Fidelity Adv Value Strat A (FSOAX) | -4.1 | Dreyf MidCap Idx |
| ProFunds UltraJapan Inv (UJPIX) | -21.6 | Schwab Intl Idx |
| Rydex/SGI Global 130/30 Strategy H (RYQMX) | -7.5 | Schwab Intl Idx |
| Credit Suisse Intl Equity Flex II Adv (WPVAX) | -7.4 | Schwab Intl Idx |
| AllianceBernstein Global Growth Adv (ABZYX) | -7.2 | Schwab Intl Idx |
| Credit Suisse Intl Equity Flex II A (CPVAX) | -7.2 | Schwab Intl Idx |
| DWS Japan Equity S (FJESX) | -7.2 | Schwab Intl Idx |
| Rydex Europe 1.25x Strategy H (RYEUX) | -7.2 | Schwab Intl Idx |
| T. Rowe Price Japan (PRJPX) | -7.2 | Schwab Intl Idx |
| Credit Suisse Intl Equity Flex II Comm (WVCCX) | -7.1 | Schwab Intl Idx |
| Hartford Intl Growth A (HNCAX) | -6.4 | Schwab Intl Idx |
| Columbia Global Value C (NCGLX) | -6.2 | Schwab Intl Idx |
| Hartford Global Growth C (HGLCX) | -6.2 | Schwab Intl Idx |
| Allianz RCM Global Small Cap D (DGSNX) | -5.9 | Schwab Intl Idx |
| Hartford Intl Grth HLS IA (HNCIX) | -5.7 | Schwab Intl Idx |
| Seligman Global Growth A (SHGOX) | -5.7 | Schwab Intl Idx |
| Calvert Intl Eq C (CWVCX) | -5.6 | Schwab Intl Idx |
| Polaris Global Value (PGVFX) | -5.6 | Schwab Intl Idx |
| Hartford Global Growth A (HALAX) | -5.5 | Schwab Intl Idx |
| Templeton Growth C (TEGTX) | -5.4 | Schwab Intl Idx |
| Morgan Stanley Global Div Growth C (GLBCX) | -5.3 | Schwab Intl Idx |
| SEI International Trust Equity A (SEITX) | -5.3 | Schwab Intl Idx |
| Goldman Sachs Intl Small Cap C (GISCX) | -5.1 | Schwab Intl Idx |
| Lazard Intl Small Cap Equity Open (LZSMX) | -5.1 | Schwab Intl Idx |
| Virtus Global Opptys A (NWWOX) | -5 | Schwab Intl Idx |
| Hartford Global Growth HLS IA (HIALX) | -4.9 | Schwab Intl Idx |
| Calvert Intl Eq A (CWVGX) | -4.8 | Schwab Intl Idx |
| Lazard Intl Small Cap Equity Instl (LZISX) | -4.8 | Schwab Intl Idx |
| Seligman Global Sm Co B (SHGBX) | -4.8 | Schwab Intl Idx |
| Dreyfus Passport B (FPSBX) | -4.7 | Schwab Intl Idx |
| PL Intl Value A (PFAIX) | -4.7 | Schwab Intl Idx |
| AllianceBernstein International Value C (ABICX) | -4.6 | Schwab Intl Idx |
| Bernstein Tax-Managed Intl (SNIVX) | -4.6 | Schwab Intl Idx |
| Morgan Stanley Global Div Growth A (GLBAX) | -4.6 | Schwab Intl Idx |
| Morgan Stanley Global Div Growth B (GLBBX) | -4.6 | Schwab Intl Idx |
| RiverSource Partners Intl Small Cap A (AISCX) | -4.4 | Schwab Intl Idx |
| Morgan Stanley Global Div Growth I (GLBDX) | -4.3 | Schwab Intl Idx |
| Goldman Sachs Concent Intl Equity B (GSEBX) | -4.2 | Schwab Intl Idx |
| Goldman Sachs Concent Intl Equity C (GSICX) | -4.2 | Schwab Intl Idx |
| Putnam Global Equity B (PEQBX) | -4.2 | Schwab Intl Idx |
| Transamerica Partners Intl Equity (DVIEX) | -4.1 | Schwab Intl Idx |
| Legg Mason Partners Global Equity A (CFIPX) | -4 | Schwab Intl Idx |
| Seligman Global Sm Co A (SHGAX) | -4 | Schwab Intl Idx |
| AllianceBernstein International Value A (ABIAX) | -3.9 | Schwab Intl Idx |
| AllianceBernstein International Value K (AIVKX) | -3.9 | Schwab Intl Idx |
| AIM Global Equity A (GTNDX) | -3.8 | Schwab Intl Idx |
| Dreyfus Global Growth F (FWWGX) | -3.8 | Schwab Intl Idx |
| Federated Intl Equity B (FIEBX) | -3.8 | Schwab Intl Idx |
| Federated Intl Equity C (FIECX) | -3.8 | Schwab Intl Idx |
| Transamerica Templeton Global B (IGLWX) | -3.8 | Schwab Intl Idx |
| Goldman Sachs Equity Growth Strat B (GAPBX) | -3.7 | Schwab Intl Idx |
| ProFunds UltraSector Mobile Telecom Svc (WCPSX) | -30.1 | Specialty-Commun |
| ProFunds UltraSector Mobile Telecom Inv (WCPIX) | -29.4 | Specialty-Commun |
| ProFunds Telecom UltraSector Svc (TCPSX) | -4.1 | Specialty-Commun |
| ProFunds Telecom UltraSector Inv (TCPIX) | -3.2 | Specialty-Commun |
| ProFunds UltraSector Financial Svc (FNPSX) | -19.9 | Specialty-Financial |
| ProFunds UltraSector Financial Inv (FNPIX) | -19.2 | Specialty-Financial |
| Fidelity Select Home Finance (FSVLX) | -17.8 | Specialty-Financial |
| AIM Financial Services C (IFSCX) | -10.3 | Specialty-Financial |
| AIM Financial Services Inv (FSFSX) | -9.7 | Specialty-Financial |
| Rydex Banking Adv (RYKAX) | -8.8 | Specialty-Financial |
| Rydex Banking Inv (RYKIX) | -8.4 | Specialty-Financial |
| Senbanc (SENBX) | -8.2 | Specialty-Financial |
| North Track Dow Jones US Fin 100 A (NDUAX) | -5.9 | Specialty-Financial |
| Wells Fargo Adv Spec Financial Svcs B (SIFBX) | -5.6 | Specialty-Financial |
| ProFunds Pharmaceuticals UltraSector Svc (PHPSX) | -9.7 | Specialty-Health |
| ProFunds Pharmaceuticals UltraSector Inv (PHPIX) | -8.8 | Specialty-Health |
| ProFunds UltraSector Health Care Svc (HCPSX) | -7.1 | Specialty-Health |
| ProFunds UltraSector Health Care Inv (HCPIX) | -6.2 | Specialty-Health |
| JHancock Health Sci B (JHRBX) | -4 | Specialty-Health |
| JHancock Health Sci C (JHRCX) | -4 | Specialty-Health |
| JHancock Health Sci A (JHGRX) | -3.3 | Specialty-Health |
| Munder Healthcare B (MFHBX) | -3.2 | Specialty-Health |
| Munder Healthcare C (MFHCX) | -3.2 | Specialty-Health |
| Allianz RCM Wellness D (DGHCX) | -2.9 | Specialty-Health |
| ProFunds Precious Metals UltraSector Inv (PMPIX) | -12.4 | Specialty-Metals |
| Midas (MIDSX) | -7.9 | Specialty-Metals |
| Rydex Precious Metals C (RYZCX) | -7.5 | Specialty-Metals |
| Rydex Precious Metals Inv (RYPMX) | -6.4 | Specialty-Metals |
| Vanguard Precious Metals and Mining (VGPMX) | -5 | Specialty-Metals |
| DWS Gold & Precious Metals B (SGDBX) | -3.7 | Specialty-Metals |
| DWS Gold & Precious Metals C (SGDCX) | -3.7 | Specialty-Metals |
| U.S. Global Inv World Prec Min (UNWPX) | -3.7 | Specialty-Metals |
| DWS Gold & Precious Metals A (SGDAX) | -2.9 | Specialty-Metals |
| DWS Gold & Precious Metals S (SCGDX) | -2.6 | Specialty-Metals |
| Oppenheimer Commodity Strat Tot Ret B (QRABX) | -17.8 | Specialty-NatRes |
| Oppenheimer Commodity Strat Tot Ret C (QRACX) | -17.8 | Specialty-NatRes |
| Oppenheimer Commodity Strat Tot Ret A (QRAAX) | -17 | Specialty-NatRes |
| Oppenheimer Commodity Strat Tot Ret Y (QRAYX) | -16.6 | Specialty-NatRes |
| PIMCO Commodity Real Ret Strat B (PCRBX) | -9.6 | Specialty-NatRes |
| PIMCO Commodity Real Ret Strat C (PCRCX) | -9.6 | Specialty-NatRes |
| PIMCO Commodity Real Ret Strat A (PCRAX) | -8.9 | Specialty-NatRes |
| PIMCO Commodity Real Ret Strat D (PCRDX) | -8.9 | Specialty-NatRes |
| PIMCO Commodity Real Ret Strat Admin (PCRRX) | -8.6 | Specialty-NatRes |
| PIMCO Commodity Real Ret Strat Instl (PCRIX) | -8.4 | Specialty-NatRes |
| ProFunds Real Estate UltraSector Svc (REPSX) | -16.9 | Specialty-RealEst |
| ProFunds Real Estate UltraSector Inv (REPIX) | -16.2 | Specialty-RealEst |
| Alpine U.S. Real Estate Eqty (EUEYX) | -10.1 | Specialty-RealEst |
| Kensington Strategic Realty B (KSRBX) | -9.6 | Specialty-RealEst |
| Kensington Strategic Realty C (KSRCX) | -9.6 | Specialty-RealEst |
| Kensington Strategic Realty A (KSRAX) | -8.9 | Specialty-RealEst |
| Seligman LaSalle Monthly Div Real Est C (SRECX) | -8.2 | Specialty-RealEst |
| Seligman LaSalle Monthly Div Real Est I (SREIX) | -7 | Specialty-RealEst |
| Franklin Real Estate Secur C (FRRSX) | -6.7 | Specialty-RealEst |
| Spirit of America Real Estate Inc & Growth A (SOAAX) | -6.7 | Specialty-RealEst |
| ProFunds Semiconductor UltraSector Svc (SMPSX) | -18.5 | Specialty-Tech |
| ProFunds Semiconductor UltraSector Inv (SMPIX) | -17.7 | Specialty-Tech |
| Rydex Electronics Adv (RYSAX) | -9.2 | Specialty-Tech |
| Rydex Electronics Inv (RYSIX) | -8.8 | Specialty-Tech |
| ProFunds Technology UltraSector Svc (TEPSX) | -6.8 | Specialty-Tech |
| Fidelity Adv Electronics B (FELBX) | -6.7 | Specialty-Tech |
| Fidelity Adv Electronics C (FELCX) | -6.6 | Specialty-Tech |
| Fidelity Adv Electronics T (FELTX) | -6.2 | Specialty-Tech |
| Fidelity Adv Electronics A (FELAX) | -6 | Specialty-Tech |
| ProFunds Technology UltraSector Inv (TEPIX) | -5.9 | Specialty-Tech |
| ProFunds Utilities UltraSector Svc (UTPSX) | -6.5 | Specialty-Utils |
| ProFunds Utilities UltraSector Inv (UTPIX) | -5.5 | Specialty-Utils |
| Fidelity Telecom & Utilities (FIUIX) | -2.8 | Specialty-Utils |
| Van Kampen Utility B (VKUBX) | -2.6 | Specialty-Utils |
| Van Kampen Utility C (VKUCX) | -2.6 | Specialty-Utils |
| Jennison Utility B (PRUTX) | -2.5 | Specialty-Utils |
| Jennison Utility C (PCUFX) | -2.5 | Specialty-Utils |
| Van Kampen Utility A (VKUAX) | -1.9 | Specialty-Utils |
| Fidelity Adv Utilities B (FAUBX) | -1.8 | Specialty-Utils |
| Fidelity Select Utilities Growth (FSUTX) | -1.8 | Specialty-Utils |
| Rydex S&P 500 2x Strategy H (RYTNX) | -13.9 | Vang 500 Idx |
| ProFunds UltraBull Inv (ULPIX) | -13.6 | Vang 500 Idx |
| ProFunds Ultra Dow 30 Inv (UDPIX) | -11.5 | Vang 500 Idx |
| ProFunds Ultra NASDAQ-100 Svc (UOPSX) | -9.9 | Vang 500 Idx |
| ProFunds Ultra NASDAQ-100 Inv (UOPIX) | -9.2 | Vang 500 Idx |
| Rydex Dynamic NASDAQ-100 2x Strategy H (RYVYX) | -9.1 | Vang 500 Idx |
| Legg Mason Value C (LMVTX) | -8.8 | Vang 500 Idx |
| ProFunds Industrial Ultra Sector Inv (IDPIX) | -8.7 | Vang 500 Idx |
| Legg Mason Growth C (LMGTX) | -8.6 | Vang 500 Idx |
| Legg Mason Partners Multi Disc All Cap Growth & Value B (SPBBX) | -8.4 | Vang 500 Idx |
| Legg Mason Partners Multi Disc All Cap Growth & Value C (SPBLX) | -8.2 | Vang 500 Idx |
| Legg Mason Value FI (LMVFX) | -8.2 | Vang 500 Idx |
| Metro West AlphaTrak 500 (MWATX) | -8.1 | Vang 500 Idx |
| Legg Mason Growth Trust F.I. (LMGFX) | -8 | Vang 500 Idx |
| Legg Mason Value Instl (LMNVX) | -8 | Vang 500 Idx |
| Markman Core Growth I (MTRPX) | -8 | Vang 500 Idx |
| Fidelity Growth & Income (FGRIX) | -7.9 | Vang 500 Idx |
| Legg Mason Partners All Cap 1 (LMGOX) | -7.6 | Vang 500 Idx |
| Rydex Nova Inv (RYNVX) | -6.9 | Vang 500 Idx |
| JHancock Classic Value B (JCVBX) | -6.8 | Vang 500 Idx |
| JHancock Classic Value C (JCVCX) | -6.8 | Vang 500 Idx |
| Legg Mason Amer Leading Co C (LMALX) | -6.4 | Vang 500 Idx |
| Thompson Plumb Growth (THPGX) | -6.4 | Vang 500 Idx |
| JHancock Classic Value A (PZFVX) | -6.2 | Vang 500 Idx |
| Hotchkis and Wiley Large Cap Value C (HWLCX) | -6 | Vang 500 Idx |
| Fifth Third Structured Large Cap Plus A (KNVIX) | -5.9 | Vang 500 Idx |
| Fifth Third Structured Large Cap Plus I (KNVEX) | -5.7 | Vang 500 Idx |
| AIM Large Cap Basic Value Inv (LCINX) | -5.5 | Vang 500 Idx |
| Clipper (CFIMX) | -5.4 | Vang 500 Idx |
| Hotchkis and Wiley Large Cap Value A (HWLAX) | -5.4 | Vang 500 Idx |
| Matthew 25 (MXXVX) | -5.4 | Vang 500 Idx |
| Seligman Common Stock A (SCSFX) | -5.4 | Vang 500 Idx |
| AIM Basic Value B (GTVBX) | -5.2 | Vang 500 Idx |
| AIM Basic Value C (GTVCX) | -5.2 | Vang 500 Idx |
| Hotchkis and Wiley Large Cap Value I (HWLIX) | -5.2 | Vang 500 Idx |
| MFS Strategic Value B (MSVLX) | -4.9 | Vang 500 Idx |
| Nuveen NWQ Multi Cap Value B (NQVBX) | -4.9 | Vang 500 Idx |
| Nuveen NWQ Multi Cap Value C (NQVCX) | -4.9 | Vang 500 Idx |
| AssetMark Large Cap Value (AFLVX) | -4.7 | Vang 500 Idx |
| Federated American Leaders B (FALBX) | -4.7 | Vang 500 Idx |
| Federated American Leaders C (FALCX) | -4.7 | Vang 500 Idx |
| State Farm Equity A Legacy (SLEAX) | -4.7 | Vang 500 Idx |
| AIM Basic Value A (GTVLX) | -4.6 | Vang 500 Idx |
| Transamerica Partners Large Value (DVEIX) | -4.5 | Vang 500 Idx |
| AllianceBernstein Value C (ABVCX) | -4.4 | Vang 500 Idx |
| MFS Strategic Value A (MSVTX) | -4.3 | Vang 500 Idx |
| Olstein All Cap Value C (OFALX) | -4.3 | Vang 500 Idx |
| RiverSource Large Cap Equity B (ALEBX) | -4.3 | Vang 500 Idx |
| Nuveen NWQ Multi Cap Value A (NQVAX) | -4.2 | Vang 500 Idx |
| Transamerica Partners Instl Large Value (DIVIX) | -4.2 | Vang 500 Idx |
| Oppenheimer Balanced B (OASBX) | -7.9 | Vang Bal Idx |
| Oppenheimer Balanced C (OASCX) | -7.8 | Vang Bal Idx |
| Oppenheimer Capital Income B (OPEBX) | -7.1 | Vang Bal Idx |
| Oppenheimer Balanced A (OPASX) | -7 | Vang Bal Idx |
| Oppenheimer Capital Income C (OPECX) | -7 | Vang Bal Idx |
| George Putnam of Boston B (PGEBX) | -6.7 | Vang Bal Idx |
| George Putnam of Boston M (PGEMX) | -6.5 | Vang Bal Idx |
| Oppenheimer Capital Income A (OPPEX) | -6.3 | Vang Bal Idx |
| ICON Long Short I (IOLIX) | -6.2 | Vang Bal Idx |
| Evergreen Diversified Capital Builder B (EKBBX) | -6.1 | Vang Bal Idx |
| George Putnam of Boston A (PGEOX) | -6 | Vang Bal Idx |
| IMS Strategic Allocation (IMSAX) | -5.9 | Vang Bal Idx |
| George Putnam of Boston Y (PGEYX) | -5.8 | Vang Bal Idx |
| AIM Basic Balanced A (BBLAX) | -5.5 | Vang Bal Idx |
| AIM Basic Balanced Inv (BBLTX) | -5.5 | Vang Bal Idx |
| Evergreen Diversified Capital Builder A (EKBAX) | -5.5 | Vang Bal Idx |
| Franklin Mutual Recovery A (FMRAX) | -5.4 | Vang Bal Idx |
| Old Mutual Analytic Defensive Equity Z (ANDEX) | -5.3 | Vang Bal Idx |
| Evergreen Diversified Capital Builder I (EKBYX) | -5.2 | Vang Bal Idx |
| Oppenheimer Quest Bal B (QGRBX) | -4.9 | Vang Bal Idx |
| UBS U.S. Alloc B (PWTBX) | -4.9 | Vang Bal Idx |
| Oppenheimer Quest Bal C (QGRCX) | -4.8 | Vang Bal Idx |
| UBS U.S. Alloc C (KPAAX) | -4.7 | Vang Bal Idx |
| Fidelity Adv Freedom 2040 C (FCFFX) | -4.5 | Vang Bal Idx |
| Templeton Global Lg Sh A (TLSAX) | -4.5 | Vang Bal Idx |
| Vantagepoint Asset Alloc (VPAAX) | -4.5 | Vang Bal Idx |
| ING Strategic Alloc Growth I (ASCEX) | -4.3 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 70% B (SGRBX) | -4.3 | Vang Bal Idx |
| SAAT Aggressive Strategy A (SSGAX) | -4.3 | Vang Bal Idx |
| Vanguard Asset Allocation (VAAPX) | -4.2 | Vang Bal Idx |
| Dreyfus Balanced Oppty B (DBOBX) | -4.1 | Vang Bal Idx |
| Fidelity Adv Freedom 2030 B (FBFEX) | -4.1 | Vang Bal Idx |
| Oppenheimer Quest Bal A (QVGIX) | -4.1 | Vang Bal Idx |
| Vanguard Asset Allocation Adm (VAARX) | -4.1 | Vang Bal Idx |
| Fidelity Adv Freedom 2040 T (FTFFX) | -4 | Vang Bal Idx |
| UBS U.S. Alloc A (PWTAX) | -4 | Vang Bal Idx |
| Franklin Templeton Founding Allocation C (FFACX) | -3.9 | Vang Bal Idx |
| State Farm LifePath 2040 B Legacy (SAUBX) | -3.9 | Vang Bal Idx |
| Calvert Social Inv Bal B (CSLBX) | -3.8 | Vang Bal Idx |
| Fidelity Adv Freedom 2035 T (FTTHX) | -3.8 | Vang Bal Idx |
| Fidelity Adv Freedom 2040 A (FAFFX) | -3.8 | Vang Bal Idx |
| Principal LifeTime 2050 R2 (PTENX) | -3.8 | Vang Bal Idx |
| Principal LifeTime 2030 B (PTCBX) | -3.7 | Vang Bal Idx |
| USAA Balanced Strategy (USBSX) | -3.7 | Vang Bal Idx |
| Wells Fargo Adv Asset Alloc B (SASBX) | -3.7 | Vang Bal Idx |
| Fidelity Adv Freedom 2030 T (FTFEX) | -3.6 | Vang Bal Idx |
| Legg Mason Partners Capital Income C (SBPLX) | -3.6 | Vang Bal Idx |
| Legg Mason Partners Lifestyle Allocation 70% A (SCGRX) | -3.6 | Vang Bal Idx |
| Principal LifeTime 2040 R2 (PTDNX) | -3.6 | Vang Bal Idx |
| Principal LifeTime 2050 R3 (PTERX) | -3.6 | Vang Bal Idx |
| Frontier MicroCap (FEFPX) | -33.2 | Vang SmCap Idx |
| ProFunds UltraSmall Cap Inv (UAPIX) | -17.3 | Vang SmCap Idx |
| Oberweis Emerging Growth (OBEGX) | -8.9 | Vang SmCap Idx |
| Rockland Small Cap Growth (RKGRX) | -8.8 | Vang SmCap Idx |
| Rydex Russell 2000 1.5x Strategy H (RYMKX) | -8.4 | Vang SmCap Idx |
| SSgA Small Cap (SVSCX) | -8.4 | Vang SmCap Idx |
| Calvert New Vision Small Cap A (CNVAX) | -8.1 | Vang SmCap Idx |
| Dreyfus Emerging Leaders (DRELX) | -7.3 | Vang SmCap Idx |
| Hotchkis and Wiley Small Cap Value A (HWSAX) | -7.2 | Vang SmCap Idx |
| Oberweis Micro-Cap (OBMCX) | -7.2 | Vang SmCap Idx |
| Munder Small-Cap Value B (MCVBX) | -7.1 | Vang SmCap Idx |
| Munder Small-Cap Value C (MCVCX) | -7.1 | Vang SmCap Idx |
| Virtus Small-Cap Growth B (PSMGX) | -7.1 | Vang SmCap Idx |
| Hotchkis and Wiley Small Cap Value I (HWSIX) | -7 | Vang SmCap Idx |
| Hennessy Cornerstone Growth (HFCGX) | -6.9 | Vang SmCap Idx |
| MainStay Small Cap Growth B (MSOBX) | -6.8 | Vang SmCap Idx |
| Munder Micro-Cap Equity B (MMEBX) | -6.8 | Vang SmCap Idx |
| Munder Micro-Cap Equity C (MMECX) | -6.8 | Vang SmCap Idx |
| DWS Small Cap Growth A (SSDAX) | -6.7 | Vang SmCap Idx |
| Bridgeway Micro-Cap Limited (BRMCX) | -6.5 | Vang SmCap Idx |
| Munder Small-Cap Value A (MNVAX) | -6.5 | Vang SmCap Idx |
| Munder Small-Cap Value K (MCVKX) | -6.5 | Vang SmCap Idx |
| Allegiant Multi-Factor Sm Cap Value A (AMRRX) | -6.4 | Vang SmCap Idx |
| Virtus Small-Cap Growth A (PAMAX) | -6.4 | Vang SmCap Idx |
| Goldman Sachs Structured Sm Cap Equity B (GCSBX) | -6.3 | Vang SmCap Idx |
| Target Small Cap Growth (TASGX) | -6.3 | Vang SmCap Idx |
| Wasatch Ultra Growth (WAMCX) | -6.3 | Vang SmCap Idx |
| CNI Charter RCB Small Cap Value R (RCBSX) | -6.2 | Vang SmCap Idx |
| Munder Small-Cap Value Y (MCVYX) | -6.2 | Vang SmCap Idx |
| Allegiant Multi-Factor Sm Cap Value I (AMRIX) | -6.1 | Vang SmCap Idx |
| MainStay Small Cap Growth A (MSMAX) | -6.1 | Vang SmCap Idx |
| Munder Micro-Cap Equity A (MMEAX) | -6.1 | Vang SmCap Idx |
| Munder Micro-Cap Equity K (MMEKX) | -6.1 | Vang SmCap Idx |
| Aegis Value (AVALX) | -6 | Vang SmCap Idx |
| Bridgeway Small Cap Growth (BRSGX) | -5.9 | Vang SmCap Idx |
| Putnam Small Cap Value B (PSLBX) | -5.8 | Vang SmCap Idx |
| Dreyfus Small Cap Value B (DSVBX) | -5.7 | Vang SmCap Idx |
| MainStay Small Cap Growth I (MSSIX) | -5.7 | Vang SmCap Idx |
| Laudus Rosenberg U.S. Small Cap Inv (BRSCX) | -5.6 | Vang SmCap Idx |
| SEI Instl Mgd Small Cap Growth A (SSCGX) | -5.6 | Vang SmCap Idx |
| American Century Small Co Adv (ASQAX) | -5.5 | Vang SmCap Idx |
| Laudus Rosenberg U.S. Small Cap Adv (LIFUX) | -5.5 | Vang SmCap Idx |
| RS Smaller Company Growth A (RSSGX) | -5.5 | Vang SmCap Idx |
| Schneider Small Cap Value (SCMVX) | -5.5 | Vang SmCap Idx |
| Virtus Disciplined Small Cap Opp A (HSCZX) | -5.5 | Vang SmCap Idx |
| Goldman Sachs Structured Sm Cap Equity I (GCSIX) | -5.3 | Vang SmCap Idx |
| Laudus Rosenberg U.S. Small Cap Instl (USCIX) | -5.3 | Vang SmCap Idx |
| Virtus Disciplined Small Cap Opp I (HSCIX) | -5.3 | Vang SmCap Idx |
| American Century Small Co Inv (ASQIX) | -5.2 | Vang SmCap Idx |
| Putnam Small Cap Growth A (PNSAX) | -5.2 | Vang SmCap Idx |